5 senior broker jobs found

Position Title Branch Banking Client Consultant II (Part Time)   Location Brighton, MI 48116   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the...

- Multi-state commercial auto insurance carrier is seeking a Senior Loss Control Representative to work within the Loss Control department. This Senior Loss Control Representative is primarily responsible for being a backup on overseeing the consultant phone survey program and completion of the monthly Accident Trend Analysis reports for insured customers. When not backing up the primary position, phone surveys within the consultant phone survey program are to be completed. This position requires limited travel for department meetings and training. Travel is scheduled in advance. Key Accountabilities/Deliverables: Review consultant reports for accuracy including appropriate grading, state specific questions and proper punctuation and grammar.  Works with consultants to improve report quality as needed.  Approve completed reports and consultant invoices for processing Generate consultant reports by running reports and ensuring survey request validity.  Assign...

Company Details   BerkleyNet is an innovative workers compensation insurance provider that does all of our business online. Our Goal? To make doing business “Ridiculously Fast. Amazingly Easy.” Responsibilities   Investigate workers’ compensation claims by interviewing injured workers, witnesses, and policyholders to verify coverage and determine compensability and benefits due Calculate and set timely financial reserves and proactively manage reserve adequacy throughout claim lifecycle Record and code injured worker demographics, job information and accident information in company’s claims management system and files necessary forms with state regulatory agencies Issue timely payments to injured workers, medical providers and service vendors Coordinate and actively manage medical treatment of injured workers to ensure timely rehabilitation Negotiate settlements of claims within designated authority with...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Job Summary: Manage the day-to-day functions of an assigned book of business while providing exceptional Duties & Responsibilities:  Participate in day-to-day operations of a service team and the assigned book of business.  Handle insurance requirements on contract reviews  Interact with carriers, underwriters, and clients to provide data and information for decision making.  Maintain client records within Epic, CSR24, and other...

Position Title Branch Banking Client Consultant II PT   Location Brentwood, NY 11717   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team...