• USAA (Phoenix, AZ)
    …, and/or annuity operations. 3 years of experience in annuity and/or life insurance distribution through full-service brokerage and bank broker dealer firms. ... trends required. High level knowledge of investments, annuities and/or life insurance products. Strong relationship management skills and demonstrated ability… more
    Upward (07/28/25)
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  • Marsh & McLennan Companies, Inc. (Schaumburg, IL)
    …navigating Agency Management Systems Providing coverage analysis and risk management recommendations, completing applications, preparing submissions and ... McLennan Agency Midwest Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance , employee benefits, private client … more
    Upward (07/11/25)
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  • Northwestern Mutual Life Insurance Company (Franklin, WI)
    …strategies, cross-selling, and financial security planning. Work across all Wealth Management product lines (Advisory, Brokerage Qualified Plans) and across ... defining and implementing an overall service and support vision for both brokerage (NMIS) and advisory (WMC) business. Primary Duties & Responsibilities: Provide… more
    Upward (07/10/25)
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  • Citigroup, Inc. (Paramus, NJ)
    …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior ... a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many… more
    Upward (07/09/25)
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  • USI Holdings Corporation (Chicago, IL)
    …10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have ... and Support What truly distinguishes USI as a premier insurance brokerage and consulting firm is the...proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line… more
    Upward (07/17/25)
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  • SitusAMC (New York, NY)
    …will work closely with the loan underwriters, capital markets desk, credit risk management , loan transaction management , securitization bankers, loan ... in-depth analysis of credit quality to present a financing request to senior management , loan approval committee and credit risk for approval Use credit… more
    Upward (07/09/25)
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  • Trinity Employment Specialists (Tulsa, OK)
    …workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments. ... or supervisory role. ? Strong understanding of nonprofit or educational financial management . ? Proficiency in accounting software, financial reporting, and budget … more
    Upward (07/10/25)
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  • Citigroup, Inc. (New York, NY)
    …sector, with particular focus on the non-agency market including credit risk transfer deals, seasoned performing, re-performing and non-performing collateral, new ... securitizations (as principal and agent), and provides whole loan advisory and brokerage services to large institutional clients, including the GSEs. The group works… more
    Upward (07/12/25)
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  • Gallagher (Cincinnati, OH)
    Introduction Welcome to Gallagher - a global leader in insurance , risk management , and consulting services. With a growing team of more than 52,000 ... client representatives. Guide your team members in addressing a client's risk management needs through consultative conversations. Mentor Client Service… more
    Upward (07/01/25)
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  • Foundation Risk Partners (Rockville Centre, NY)
    Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Workers' Compensation Claims Specialist ... NY. The Workers' Compensation Claims Specialist supports the Vice President of Risk Management by receiving and processing incoming workers' compensation claims,… more
    Upward (07/19/25)
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  • Foundation Risk Partners (Fort Myers, FL)
    Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Commercial Lines Sales Producer to their ... Summary: The Commercial Lines Sales Producer is an experienced Insurance professional who actively develops and maintains a pipeline...to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove… more
    Upward (07/18/25)
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  • Foundation Risk Partners (Pensacola, FL)
    Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Manager to their ... Excellent Communication/interpersonal skills Education & Experience: Minimum 3+ years insurance experience preferred Must possess state required 4-40, 2044 or… more
    Upward (07/17/25)
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  • Account Manager- Insurance

    Kuehne+Nagel (Dulles, VA)
    …across teams **What's in it for you** Join a global leader in insurance brokerage and risk management . At Nacora Insurance Brokerage , ... job** As an Insurance professional at Nacora Insurance Brokerage , your job is to help...loss run and claims status reports to support client risk management + Conduct periodic client visits… more
    Kuehne+Nagel (06/27/25)
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  • Risk Management Manager

    Honeywell (Morris Plains, NJ)
    …+ Minimum five years accounting experience preferably in the commercial insurance , risk management and/or brokerage environment. + Ability to solve ... customers' success. Let's make that impact together. As a Risk Management Manager for Solstice Advanced Materials,...reporting and audit. **YOU MUST HAVE** + Experience in risk management or insurance related… more
    Honeywell (07/29/25)
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  • Director of Brokerage

    Cushman & Wakefield (New York, NY)
    …negotiations, gross and/or net leasing, re-positioning, real estate valuation metrics, and risk management strategies. A working knowledge of debt and capital ... with the goal of increasing market share and being #1 + Leadership, management and coaching for 50-70 brokerage professionals including. + Broker/team business… more
    Cushman & Wakefield (06/05/25)
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  • Brokerage Regional Director

    Truist (Cleveland, OH)
    …well as operational and supervisory support consistent with a strong culture of risk management . ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... years of leadership experience in coaching relative to sales and relationship management in the Wealth Brokerage /Advisory industry. 3. Financial Industry… more
    Truist (07/03/25)
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  • Brokerage Regional Director

    Truist (Vienna, VA)
    …and supervisory support, creating and maintaining a strong culture of risk management and compliance, delivering our Purpose-Driven Wealth Experience, ... years of leadership experience in coaching relative to sales and relationship management in the Wealth Brokerage /Advisory industry. + Financial Industry… more
    Truist (07/30/25)
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  • Brokerage Client Service Associate

    Truist (Columbia, MD)
    …interact with clients of all experience levels regarding securities transactions and brokerage accounts. 5. Effective time management skills. 6. Ability to ... signatures, submission and follow-up of new account documentation. 7. Mitigate risk through appropriate authentication standards. This includes the authentication of… more
    Truist (07/26/25)
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  • Centralized Brokerage Client Service…

    Truist (Tampa, FL)
    …interact with clients of all experience levels regarding securities transactions and brokerage accounts. 7. Effective time management skills. 8. Ability to ... signatures, submission and follow-up of new account documentation. 9. Mitigate risk through appropriate authentication standards. This includes the authentication of… more
    Truist (07/15/25)
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  • Brokerage Experienced Sales Executive

    Access Dubuque (Dubuque, IA)
    …Services Customer Service Education Graphic Design/Social Media Health Care Insurance Management /Executive Sales/Service Location Dubuque, IA Job Type ... Brokerage Experienced Sales Executive **Cottingham & Butler/ SISCO**...TH Comments **Similar Jobs** Entry Level Sales Executive - Risk Management Cottingham & Butler/ SISCO Entry… more
    Access Dubuque (07/19/25)
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