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AXA jobs in Chicago, IL - 28 jobs

  • Operations Manager, Construction

    AXA Sa 4.9company rating

    AXA Sa job in Chicago, IL

    Are you a strategic leader with a passion for operational excellence and team development? As the Operations Manager for our Construction and Energy division, you will play a pivotal role in driving performance, ensuring regulatory compliance, and fostering a collaborative culture. You will lead a high-performing team to meet and exceed service delivery, timeliness, productivity, and quality benchmarks. What you'll be doing What will your essential responsibilities include? Conducts employee performance reviews, provides guidance on compensation decisions, and offers coaching and support to team members performance evaluations; recommends salary adjustments; coaches and mentor's staff. Establishes unit and individual goals in concert with the Head of UW Operations. Ensures compliance with predetermined workflows and procedures. Oversees task execution to ensure alignment with established service standards. Monitors and evaluates operational reports to ensure accuracy and efficiency, taking proactive steps to address discrepancies in areas such as data quality, reinsurance, and workflow status. Reports on team progress and performance metrics to support strategic decision-making by management. Drives team success through hands-on leadership in staffing, performance reviews, professional growth, and operational scheduling. Fosters collaboration and partnership by maintaining open lines of communication with underwriting teams, and all other internal/external stakeholders. You will report to the Head of Underwriting Operations - Property, Multinational, Construction & Energy What you'll bring We're looking for someone who has these abilities and skills: Required Skills and Abilities: We're looking for someone who has these abilities and skills: College degree or equivalent experience with advanced insurance study preferred. Extensive insurance, leadership, and people development experience Familiar with insurance operating systems used to rate, code, track or issue insurance policies. Experienced in using Microsoft Office tools to support daily operations and documentation. Knowledge of commercial P&C insurance products and tools such as ISO, NCCI, Regulatory and other informational web sites used in the industry. Advanced knowledge of commercial P&C insurance policy forms and regulatory requirements including Insurance rating and coding's. Self-motivated professional with exceptional organizational, analytical, and critical thinking skills; thrives with minimal supervision. Who we are AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don't just provide re/insurance, we reinvent it. How? By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business − property, casualty, professional, financial lines and specialty. With an innovative and flexible approach to risk solutions, we partner with those who move the world forward. Learn more at axaxl.com What we offer Inclusion AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic. At AXA XL, we know that an inclusive culture and enables business growth and is critical to our success. That's why we have made a strategic commitment to attract, develop, advance and retain the most inclusive workforce possible, and create a culture where everyone can bring their full selves to work and reach their highest potential. It's about helping one another - and our business - to move forward and succeed. Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe. Robust support for Flexible Working Arrangements Enhanced family-friendly leave benefits Named to the Diversity Best Practices Index Signatory to the UK Women in Finance Charter Learn more at Inclusion & Diversity at AXA XL | AXA XL. AXA XL is an Equal Opportunity Employer. Total Rewards AXA XL's Reward program is designed to take care of what matters most to you, covering the full picture of your health, wellbeing, lifestyle and financial security. It provides competitive compensation and personalized, inclusive benefits that evolve as you do. We're committed to rewarding your contribution for the long term, so you can be your best self today and look forward to the future with confidence. Sustainability At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future. Our 2023-26 Sustainability strategy, called "Roots of resilience", focuses on protecting natural ecosystems, addressing climate change, and embedding sustainable practices across our operations. Our Pillars: Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society - are essential to our future. We're committed to protecting and restoring nature - from mangrove forests to the bees in our backyard - by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans. Addressing climate change: The effects of a changing climate are far-reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions. Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We're training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting. AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL's "Hearts in Action" programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day - the Global Day of Giving. For more information, please see Sustainability at AXA XL. The U.S. base salary range for this position is USD 104,000 - 182,000. Actual pay will be determined based upon the individual's skills, experience and location. We strive for market alignment and internal equity with our colleagues' pay. At AXA XL, we know how important physical, mental, and financial health are to our employees, which is why we are proud to offer benefits such as a competitive retirement savings plan, health and wellness programs, and many other benefits. We also believe in fostering our colleagues' development and offer a wide range of learning opportunities for colleagues to hone their professional skills and to position themselves for the next step of their careers. For more details about AXA XL's benefits offerings, please visit US Benefits at a Glance 2025.
    $70k-113k yearly est. 8d ago
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  • Team Lead - Underwriting Operations

    AXA Sa 4.9company rating

    AXA Sa job in Chicago, IL

    The Team Lead position may be responsible for the management of underwriting support staff with a supervisory scope of up to 5 staff members. The staff population, if managed, may include any combination of Technical Assistant, Technical Specialist, and Underwriting Assistant and/or Senior UA. Ensures the team achieves all service delivery, timeliness, productivity and quality goals. Identifies and communicates regulatory compliance issues. This includes human resource management including coaching, counseling, goal setting and development of staff. Provides guidance and motivation to team members. Promotes teamwork and collaboration in a partnership with the underwriters that the unit supports. What you'll be doing What will your essential responsibilities include? May have direct People Management responsibility, or not, based on Manager's discretion and needs of the department. Oversees development, training and cross training of employees Assists with performance evaluations; which may include recommended salary adjustments; coaches and counsels staff. Establishes unit and individual goals in concert with the Operations Manager Assists in interviewing and hiring of new employees for the department Ensures compliance with predetermined work flows and procedures Ensures work is completed in accordance with service standards which may include owning a book of business within the team Manages work in process and service delivery of the unit May track and report weekly/monthly production Keeps Department Management informed of status and progress in the unit Coordinates schedule for sick and vacation time for the unit; effectively manages back up staff as needed Schedules and obtains approval for overtime Plans and organizes to establish courses of action for self and others to ensure that work is completed efficiently Ensures compliance of the unit with Internal Audit, Peer Reviews and or FIC audit Assists with developing appropriate responses and action plans in response to internal and external audit findings Translates Quality, Timeliness, Productivity and Service Delivery requirements into individual, team and unit performance goals, recommends how and when performance measurements will be done and how to collect performance data May be asked to support IT development efforts as a subject matter expert Provides direction to staff in day-to-day operations Maintains open communication with the underwriters that the unit supports in order to foster partnership and teamwork Maintains effectiveness when experiencing changes in work responsibilities or environment; adjusting effectively to work within the new structures, processes, requirements or culture Review and manage production and quality control reports and take appropriate action (eg data quality, reinsurance, production status control reports) Attend meetings on behalf of the Operations Leader when necessary and report out on issues/action items. Administrating assigned accounts throughout the lifecycle Collecting account and insured information for risk analysis by communicating directly with Brokers on behalf of the Underwriters Liaising with Underwriters and Brokers on behalf of the Underwriting Support Unit as needed to communicate account status and complete outstanding subjectivities Liaising with Underwriters to confirm policy issuance instructions for proprietary policies, endorsements, forms, notices, etc. and effectively communicate to the Coding and Issuance Unit Performing pre-analysis support for new submissions, renewals, endorsements, and other incoming documents based upon predefined underwriting rules and/or guidelines Ensuring completeness of contents of underwriting package prior to handover to the Underwriter for risk analysis/risk selection process Analyzing the needs of the client and translating appropriately into the final specifications that serves as a basis for the policy Effectively dealing with accounts having a variety of intricate parts to ensure policies are complete and all aspects of the broker communication is seamless Completing quality control on the rating output to ensure accuracy of work (e. g. exposure bases, limits, coverage extensions, modifications, etc. ) Accurately compiling supporting account detail in electronic format using PDF conversion tools Generating Broker correspondence in electronic format (i. e. , e-mail, eFax) related to transaction processing and informational follow up requests using free-form letters, predefined or approved templates Collaborating and corresponding verbally and in writing with Underwriting Support Unit team members and others in Operational Support Units as needed to perform tasks What you'll bring We're looking for someone who has these abilities and skills: Required Skills and Abilities: College degree or equivalent experience with advanced insurance study preferred Some to Moderate experience in P&C insurance business Appropriate combination of commercial P&C Insurance rating, coding, underwriting assistant skills Advanced knowledge of commercial P&C insurance policy forms and regulatory requirements Familiar with insurance operating systems used to rate, code, track or issue insurance policies Skilled with MS Office desktop software Knowledge of commercial P&C insurance products and tools such as ISO, NCCI, Regulatory and other informational web sites used in the commercial P&C business Proactive, self-directed with robust time management, problem solving and analytical skills Must be able to handle multiple priorities and work with limited direct supervision Who we are AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don't just provide re/insurance, we reinvent it. How? By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business − property, casualty, professional, financial lines and specialty. With an innovative and flexible approach to risk solutions, we partner with those who move the world forward. Learn more at axaxl. com What we offer Inclusion AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic. At AXA XL, we know that an inclusive culture and enables business growth and is critical to our success. That's why we have made a strategic commitment to attract, develop, advance and retain the most inclusive workforce possible, and create a culture where everyone can bring their full selves to work and reach their highest potential. It's about helping one another - and our business - to move forward and succeed. Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe. Robust support for Flexible Working Arrangements Enhanced family-friendly leave benefits Named to the Diversity Best Practices Index Signatory to the UK Women in Finance Charter Learn more at Inclusion & Diversity at AXA XL | AXA XL. AXA XL is an Equal Opportunity Employer. Total Rewards AXA XL's Reward program is designed to take care of what matters most to you, covering the full picture of your health, wellbeing, lifestyle and financial security. It provides competitive compensation and personalized, inclusive benefits that evolve as you do. We're committed to rewarding your contribution for the long term, so you can be your best self today and look forward to the future with confidence. Sustainability At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future. Our 2023-26 Sustainability strategy, called "Roots of resilience", focuses on protecting natural ecosystems, addressing climate change, and embedding sustainable practices across our operations. Our Pillars: Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society - are essential to our future. We're committed to protecting and restoring nature - from mangrove forests to the bees in our backyard - by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans. Addressing climate change: The effects of a changing climate are far-reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions. Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We're training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting. AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL's "Hearts in Action" programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day - the Global Day of Giving. For more information, please see Sustainability at AXA XL. The U. S. base salary range for this position is USD 73,800 to $116,500. Actual pay will be determined based upon the individual's skills, experience and location. We strive for market alignment and internal equity with our colleagues' pay. At AXA XL, we know how important physical, mental, and financial health are to our employees, which is why we are proud to offer benefits such as a competitive retirement savings plan, health and wellness programs, and many other benefits. We also believe in fostering our colleagues' development and offer a wide range of learning opportunities for colleagues to hone their professional skills and to position themselves for the next step of their careers. For more details about AXA XL's benefits offerings, please visit US Benefits at a Glance 2025.
    $116.5k yearly 29d ago
  • Sr. Director, Municipal Research Analyst

    Teachers Insurance and Annuity Association of America 4.6company rating

    Chicago, IL job

    The Sr. Director-Municipal Research Analyst job is considered a subject matter expert in credit research on municipal bond credit. The Analyst is fluent at analyzing credit quality of muni issuers such as state and local governments, not-for-profit organizations, and other types of muni issuers. Working independently, this job analyzes financial documents, conducts industry and competitive analysis, and prepares reports related to municipal bond credit. This job contributes to the overall success of Municipal Research team and stays current on industry trends to provide detailed credit analysis and sector views. The job also advises and mentors more junior analysts on municipal credit analysis. Key Responsibilities and Duties Conducts and reviews fundamental credit research and relative value analysis on complex municipal issuers and develops written and oral reports articulating and supporting credit opinions. Research may include quantitative analysis, as well as cash flow and average life modeling. Conducts and guides sector research and is up to date on sector trends impacting muni credit. Conveys credit opinions to the portfolio management teams through written reports and presentations. Leads and participates in team-wide projects and initiatives, including but not limited to data and technology focused projects. Attends and may speak at industry conferences. Conducts site visits as necessary. Uses and incorporates new technology, data management, and analytical tools to complete municipal research initiatives. Collaborates with management on improvements to research and development procedures and techniques, as well as best practices. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC Required Qualifications Minimum of 5+ years of municipal credit research experience. Preferred Qualifications 7+ years of municipal credit research experience. Master's degree or CFA. Advanced skills with Microsoft Excel, computer coding skills and knowledge of Python. Knowledge of Creditscope and Bloomberg is a plus. Strong analytical skills and exceptional problem recognition and resolution skills. Advanced mathematical, financial statement analysis, and accounting skills. Excellent communication skills (oral and written). Ability to work within a team, as well as complete projects independently. Related Skills Accountability, Capital Markets, Collaboration, Communication, Consultative Communication, Continuous Improvement Mindset, Credit Analysis, Data Analysis, Detail-Oriented, Due Diligence, Financial Acumen, Financial Modeling, Financial Statements, Muni Acumen, Public Policy, Quantitative Analysis, Research Synthesization, Technical Writing Anticipated Posting End Date 2026-01-31 Base Pay Range $136,000/yr - $190,000/yr Company Overview Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************** Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088_EEOC_KnowYourRights-***********88.pdf) #J-18808-Ljbffr
    $136k-190k yearly 1d ago
  • Head of Risk Management - Aegon AM

    Transamerica Corporation 4.1company rating

    Chicago, IL job

    ## ** Summary**Aegon Asset Management (Aegon AM) is a leading global investor. Our 350 investment professionals manage and advise on assets of US $384 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas. We are an international business: Our 1,125 employees work from 14 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment. Position Overview: The Head of Risk Management is responsible for ensuring robust risk management practices across both financial and non-financial risk. The position manages portfolio risk, portfolio risk control (mandate compliance) and operational risk. These teams are further supported with subject matter expertise from the global risk functions of information technology risk, model validation and risk control testing. The position oversees the frameworks, policies, and practices that identify, assess, monitor, and mitigate risks across all US business lines, ensuring that risk considerations are fully understood and addressed. This includes identifying and mitigating high-risk areas that could impact business operations or the achievement of organizational objectives. This position reports directly to the AAM Global Chief Risk Officer and is a member of the Global Risk Management Senior Leadership Team, with an additional reporting line to the AAM US Board.## **Job Description****Key Responsibilities:*** Ensure an effective risk management system is in place for identifying and assessing both financial and non-financial risks. Facilitate appropriate risk responses based on thorough analysis.* Oversee compliance with investment mandates and the effectiveness of the control environment. Supervise breach investigations, ensuring root causes are understood and appropriate remediation actions are completed.* Manage risk reporting for business leaders and statutory boards, ensuring alignment with centrally maintained standards and templates. Reporting should include both qualitative and quantitative aspects, such as key risk indicators and analytics (e.g., VaR, TE, volatility, liquidity, market stress testing, and scenario analysis).* Conduct risk reviews of business developments, including product development, annual product reviews, key projects, and business process re-engineering.* Provide input for and review of prospect pitches and due diligence requests and present to internal and external stakeholders as needed.* Offer strategic leadership to the US risk function, aligning risk management with business objectives and regulatory requirements.* Foster a strong risk culture with effective first-line risk ownership. Encourage open communication about risks and support diverse perspectives across the business.* Monitor external trends and regulatory developments to evolve risk capabilities and ensure compliance. Serve as a liaison with regulators, auditors and assurance providers on key risk topics.* Oversee the identification and management of emerging risks. Support the interpretation and implementation of evolving risk management best practices and regulatory expectations.**What We are Looking For:*** At least 10 years of experience in investment risk management or a related field, with a strong understanding of risk management approaches and concepts.* Degree-level qualification required; professional certifications (such as CFA or FRM) are advantageous.* Experience in asset management across both public and private investment strategies is preferred.* Experience in building and maintaining investment risk management platforms.* Demonstrated ability to engage and influence senior business and functional stakeholders.* Experience in leading and motivating teams, with a proven ability to attract, develop, and retain diverse talent.* Strong problem-solving and analytical skills, as well as strong communications skills.* Effective stakeholder management and the ability to challenge constructively.**The Ideal Candidate Will Also Have:*** Intellectual curiosity and a drive to innovate and improve risk mitigation.* Commitment to fostering a strong risk culture and continuous improvement.* Commitment to ethical behavior and integrity, fostering a culture of trust and accountability.*\*\*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.\*\**The salary for this position generally ranges between $190,000 - $250,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.Additionally, the position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.**Compensation Benefits:*** Competitive Pay* Bonus for Eligible Employees**Benefits Package:*** Pension Plan* 401k Match* Employee Stock Purchase Plan* Tuition Reimbursement* Disability Insurance* Medical Insurance* Dental Insurance* Vision Insurance* Employee Discounts* Career Training & Development Opportunities**Health and Work/Life Balance Benefits:*** Paid Time Off starting at 160 hours annually for employees in their first year of service.* Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).* Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars* Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.* Adoption Assistance* Employee Assistance Program* College Coach Program* Back-Up Care Program* PTO for Volunteer Hours* Employee Matching Gifts Program* Employee Resource Groups* Inclusion and Diversity Programs* Employee Recognition Program* Referral Bonus ProgramsJob and compensation levels depend upon an applicant's qualifications including the extent of candidate's relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.*At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm - we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.*#LI-Hybrid## **Why Work for Us**At Aegon Asset Management, we invest in You.Our people are our greatest asset; with a competitive rewards program including incentive compensation, health and wellness benefits, retirement programs, and learning and development opportunities, our employees are engaged and empowered. Come be a part of driving our success!## **Equal Opportunity Employer:**AEGON USA Realty Advisors, #J-18808-Ljbffr
    $86k-114k yearly est. 4d ago
  • Sales Representative

    New York Life 4.5company rating

    Chicago, IL job

    Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life's legacy of being there when we're needed most. Here, you'll design, implement, and support these solutions directly impacting employees' lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions. Role Overview: The Sales Representative role is a key part of our New York Life Group Benefit Solutions distribution organization that focuses on growth of the organization by developing highly productive producer relationships, selling new business and assisting with the persistency of our Inforce clients. The Senior Sales Representative role sells group insurance products, including Life, Accident, Disability (STD and LTD) and Absence Management solutions to middle market (50-5000 lives) clients. In addition, the Sales Representative is responsible for partnering with other Field Office roles to drive proactive growth (upselling and cross selling) and the profitable retention of Inforce Clients. We are seeking a candidate that is a self-starter who likes building relationships and driving profitable sales results in a fast-paced environment. What You'll Do: * New Business Sales/Profitable Growth/Retention * Drive new business pipeline from geographically assigned brokers and consultants. This includes sourcing RFPs, working with internal underwriting partners to provide quotes, delivering proposals and product presentations to client/brokers * Meet or exceed annual business plan as measured by New Business premium and case count * Maintain prescribed monthly broker call activity and new business quote activity * Foster and expand deep broker and consultant relationships * Manage the new business sales process for Life, Accident, Disability and Absence Management products * Partner with internal service partners to develop strategies to ensure optimum upsell penetration What You'll Bring: * High energy and self-motivation with a "sense of urgency" and a "take charge" attitude to develop quality business relationships with geographically assigned brokers and consultants to drive high quote activity and new business opportunities * Ability to partner internally with service partners and externally with brokers looking for growth opportunities and driving quote activity from inforce book * Ability to quarterback routine/moderately complex issues and willing to be assertive when necessary * Ability to navigate and develop relationships within a matrix organization (underwriting, service, implementation partners) * Demonstrates active listening and exceptional written and verbal communication skills * Excellent presentation skills * Proactively identify and present New Business and Inforce Client sales/growth opportunities; work with matrix partners to guide successful implementation * Ability to work independently and as a team player to achieve goals and objectives * Well organized and able to handle multiple tasks at once while prioritizing as needed * Be a local market resource that has in-depth knowledge of insurance coverages, products and staying abreast on industry updates/changes * Be accountable to deliver an exceptional client and broker sales experience * Acceptable driving record #LI - EM1 #LI - REMOTE Pay Transparency Salary range: $120,000 + (base salary plus sales incentive) Overtime eligible: Exempt Discretionary bonus eligible: No Sales bonus eligible: Yes Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Diversity Promise We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Job Requisition ID: 92760 #GBS
    $120k yearly 60d+ ago
  • Life Insurance New Business Service Representative 93150

    New York Life Insurance 4.5company rating

    Downers Grove, IL job

    ***Hybrid work schedule: work in office 4 days, work from home 1 day*** Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty. Role Overview: Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Service Representative, you will support the agents practice by managing insurance policy applications as they move through the new business process. Representatives use their solid knowledge of our systems and processes to assist agents with their questions and process service requests with ease. Whether our agents are looking to expedite applications, make a change to an insurance policy, or help their client with a service request, you will be equipped to help them do so. What You'll Do: Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters Assist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to the new business process Answer incoming calls, greeting customers and potential agent candidates may be required Assist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office. What You'll Bring: Required Skills The ideal candidate should have 2 or more years of customer service and administrative experience Strong computer skills with proficiency in the Microsoft Office Suite Demonstrated ability to multitask effectively Strong written and verbal communication skills required Preferred Skills Associates, or Bachelor's degree preferred, or equivalent years of related experience Training & Development Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful. Shift Information This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM - 5:00 PM during the work week. Salary Competitive full-time base salary, overtime eligibility plus target bonus Benefits Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program Career Opportunities New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims. Pay Transparency Salary Range: $45,000-$50,000 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 93150
    $45k-50k yearly 10d ago
  • Chief Risk Strategy Leader

    Transamerica Corporation 4.1company rating

    Chicago, IL job

    A leading global asset management firm in Chicago is seeking a Head of Risk Management. The ideal candidate will have at least 10 years of experience in investment risk management, overseeing both financial and non-financial risks. Responsibilities include ensuring compliance with investment mandates, conducting risk reviews, and managing risk reporting. Candidates should possess strong analytical and communication skills, alongside a degree in a relevant field. This role offers a competitive salary ranging from $190,000 to $250,000 annually, with additional benefits and bonuses. #J-18808-Ljbffr
    $190k-250k yearly 4d ago
  • Agent

    New York Life Insurance Company 4.5company rating

    Schaumburg, IL job

    New York Life Insurance Company, a Fortune 100 company founded in 1845, is one of the largest mutual life insurance companies in the United States and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies.
    $69k-85k yearly est. 60d+ ago
  • Internal Advisor Consultant

    Teachers Insurance & Annuity Association of America 4.6company rating

    Chicago, IL job

    The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert prospects to clients. The Internal Advisor Consultant is responsible for meeting daily outbound call goals, email correspondences and advisor follow ups. In this role, the IAC stays current with portfolio and industry developments and masters all company product and service solutions. Key Responsibilities and Duties Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, branch office managers and sales managers, and to grow market share of company products with the assigned territory. Partners and coordinates with Advisor Consultant on developing business and territory management plans. Initiates outbound calls, email and engages in web conferences with top clients and prospects to market, educate and promote the company suite of products. Profiles advisors and maintains a solid understanding of the company sales process. Manages the team's pipeline and leads weekly calls to discuss follow ups and movement of opportunities through the pipeline funnel. Collaborates across the internal team and shares best practices with team members. Documents all Advisor activity in customer management system and updates calendars. Supports US Wealth Advisory Group broader campaigns, initiatives and blitzes as needed on the entire product suite including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alternatives, DCIO, etc. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Required Experience 2 years of experience in Securities sales within the Financial Services industry Series 7 & 66 (or combination of 63 & 65) Preferred Experience 3+ years in Financial Services industry Bachelor's degree A strong combination of sales and analytical skills Significant knowledge of the financial markets, both equity and fixed income, and the ability to articulate investment discipline with a deep understanding of the process and specific portfolios. Excellent communication skills, both written and verbal. Ability to profile clients. Excellent planning, organization and time management skills; ability to analyze and prioritize large amounts of information Related SkillsBusiness Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management Anticipated Posting End Date: 2026-03-31Base Pay Range: $60,000/yr - $90,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.
    $60k-90k yearly Auto-Apply 7d ago
  • Account Executive

    New York Life Insurance 4.5company rating

    Chicago, IL job

    Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life's legacy of being there when we're needed most. Here, you'll design, implement, and support these solutions directly impacting employees' lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions. *** Candidates based in Kansas City, Minneapolis, St. Louis, or Chicago will be considered for this role. Travel to nearby client sites and periodic office gatherings is expected. *** Role Overview: As an Account Executive in our Group Benefit Solutions division, you will manage mid/large-size client relationships (500-4,999 lives) and ensure exceptional service to clients and brokers. This hybrid role includes remote work on Mondays and Fridays and in-office work on Tuesdays, Wednesdays, and Thursdays. What You'll Do: Client Management: Maintain and grow client relationships, focusing on upselling, cross-selling, and retention. Service Excellence: Address client needs proactively, ensuring high satisfaction and effective problem resolution. Growth & Retention: Develop strategies for profitable growth and achieve annual goals. Renewal Process: Oversee all aspects of the renewal process, including negotiations and policy changes. Industry Engagement: Participate in industry events to enhance knowledge and relationships. Compliance: Maintain accurate tracking of all relevant activities. What You'll Bring: Strong knowledge of insurance products and industry updates. Excellent communication, presentation, and interpersonal skills. Ability to build and manage relationships within a matrix organization. Self-motivated with a high energy level and a "take charge" attitude. Well-organized with the ability to handle multiple tasks and prioritize effectively. BA/BS degree preferred, Life/Accident/Disability/Leave/VB experience preferred, Insurance licenses required. Proficiency in MS Office and the ability to use and present online tools effectively. Strong negotiation and influencing skills. Ability to travel domestically up to 30%. Must reside in or be willing to move to the greater Chicago area #LI - EM1 #LI - HYBRID Pay Transparency Salary range: $ 100,000 - $120,000 (salary + sales incentive) Overtime eligible: Exempt Discretionary bonus eligible: No Sales bonus eligible: Yes Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Diversity Promise We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Job Requisition ID: 92632 #GBS
    $100k-120k yearly 60d+ ago
  • Wealth Management Advisor - Chicago, IL

    Teachers Insurance & Annuity Association of America 4.6company rating

    Chicago, IL job

    The Wealth Management Advisor partners with high-net worth clients to identify their financial goals, analyze their financial landscape and develop recommendations that will help them work towards well defined financial objectives. This job builds strong relationships and trust with clients, which allows the Wealth Management Advisor to provide strategic investment advice for clients as well as recommend value-added products and services. During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt - meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date. Key Responsibilities and Duties Develops and implements strategic and tactical plans with strong considerations to client challenges. Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans. Reviews client information, including financial statements, risk investment profile and cash availability. Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs. Grows book of business through identifying value-added products and services for clients and develops additional business through referrals. Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance. Confers with tax attorneys, accountants, etc. to determine legal consequences of investment decisions and resolve account problems. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management Anticipated Posting End Date: 2026-02-28Base Pay Range: $48.08/hr - $52.88/hr Advisors are eligible to participate in competitive variable compensation package (paid on external sales, book of business, and balanced performance metrics) with material upside potential. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.
    $48.1-52.9 hourly Auto-Apply 7d ago
  • Underwriting Assistant, Captives

    AXA Sa 4.9company rating

    AXA Sa job in Chicago, IL

    Underwriting Assistant, Captives Chicago, IL, US As Underwriting Assistant, you will support the Underwriting team and act as the owner and principal facilitator of assigned accounts. The Underwriting Assistant will perform front-to-end activities throughout the life cycle of renewal and prospect accounts from submission to expiration with Underwriting oversight. What you'll be doing What will your essential responsibilities include? Pre-underwrites, evaluates risk, and assesses completeness of the underwriting package before underwriter is required to review. Communicate directly with Brokers on behalf of the Underwriters to collect account and insured information necessary for risk analysis. Perform and apply knowledge of line of business specific product underwriting rules and/or guidelines for pre-analysis support of submission in preparation of further analysis for quoting stage. Collaborate effectively with Underwriters, Brokers, Reinsurers, and internal units within AXA XL to manage the status and workflow of multiple tasks and accounts. Communicate account status to ensure completion of outstanding subjectivities needed to execute policy issuance and premium collection as part of bound accounts. Develops initial pricing, basic coverage structuring, quotation, and binder packages of the risk on behalf of the underwriter. Calculate base rating and apply experience modifications as part of underwriting package completed by Underwriting Support Unit for Underwriter review. Manage the workflow of multiple tasks and maintain a detailed understanding of the status of various tasks owned by Underwriters, Brokers, Reinsurers, AXA XL internal network, and Fronting Partners around the world. Collaborate and correspond verbally and in written format with internal and external contacts across the world, keeping in mind differences in local language, time zones, and good local standard, to achieve a high level of service and meet client expectations. What you'll bring We're looking for someone who has these abilities and skills: Required Skills and Abilities: Bachelor's degree, or some related insurance experience and/or training; or equivalent combination of education and experience Robust interpersonal skills in order to work effectively and professionally with diverse groups Proven prioritization and time management skills with accurate results. Organizational, problem-solving and critical thinking skills Who we are AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don't just provide re/insurance, we reinvent it. How? By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business − property, casualty, professional, financial lines and specialty. With an innovative and flexible approach to risk solutions, we partner with those who move the world forward. Learn more at axaxl. com What we offer Inclusion AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic. At AXA XL, we know that an inclusive culture and enables business growth and is critical to our success. That's why we have made a strategic commitment to attract, develop, advance and retain the most inclusive workforce possible, and create a culture where everyone can bring their full selves to work and reach their highest potential. It's about helping one another - and our business - to move forward and succeed. Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe. Robust support for Flexible Working Arrangements Enhanced family-friendly leave benefits Named to the Diversity Best Practices Index Signatory to the UK Women in Finance Charter Learn more at Inclusion & Diversity at AXA XL | AXA XL. AXA XL is an Equal Opportunity Employer. Total Rewards AXA XL's Reward program is designed to take care of what matters most to you, covering the full picture of your health, wellbeing, lifestyle and financial security. It provides competitive compensation and personalized, inclusive benefits that evolve as you do. We're committed to rewarding your contribution for the long term, so you can be your best self today and look forward to the future with confidence. Sustainability At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future. Our 2023-26 Sustainability strategy, called "Roots of resilience", focuses on protecting natural ecosystems, addressing climate change, and embedding sustainable practices across our operations. Our Pillars: Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society - are essential to our future. We're committed to protecting and restoring nature - from mangrove forests to the bees in our backyard - by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans. Addressing climate change: The effects of a changing climate are far-reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions. Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We're training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting. AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL's "Hearts in Action" programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day - the Global Day of Giving. For more information, please see Sustainability at AXA XL. Applicants for this role must be legally authorized to work in the United States without sponsorship now or in the future. The U. S. base salary range for this position is USD 53,100 - 84,000. Actual pay will be determined based upon the individual's skills, experience and location. We strive for market alignment and internal equity with our colleagues' pay. At AXA XL, we know how important physical, mental, and financial health are to our employees, which is why we are proud to offer benefits such as a competitive retirement savings plan, health and wellness programs, and many other benefits. We also believe in fostering our colleagues' development and offer a wide range of learning opportunities for colleagues to hone their professional skills and to position themselves for the next step of their careers. For more details about AXA XL's benefits offerings, please visit US Benefits at a Glance 2025.
    $34k-40k yearly est. 15d ago
  • Vice President, Fund Finance

    New York Life Insurance 4.5company rating

    Chicago, IL job

    Role Overview: As a Fund Financing professional, you will play an important role in Apogem Capital's Fund Financing team and report into the Senior Director of Private Credit Operations & Fund Finance. In this role, you will be bridging the gap between the private credit team and the credit operations team and will be responsible for management of financing facilities supporting various investment vehicles, including a new evergreen commingled fund. What You'll Do: You will be responsible for managing financing solutions for Apogem Capital's investment structures and funds, including subscription-backed credit facilities, bespoke investment specific financing solutions, credit facilities for evergreen investment structures, interval funds, BDCs, and implementation of letters of credit. Your responsibilities will include the following: Assist senior team members with deal structuring and negotiating financings across different products and asset classes Day-to-day management of leverage facilities, including borrowing base calculations, preparation of borrowing notices, reportable events, and assigned values for underlying assets Utilize financing facilities and capital calls to manage liquidity for new asset purchases and draws on unfunded commitments Work on supporting the asset allocation team by way of liquidity and strategy Work with the credit operations team and finance team on reporting/compliance Work with various teams internally regarding capital availability Portfolio analytics Assist with weekly management reports and analyze investment finance Formal and informal training of internal stakeholders Lead team initiatives and proactively identify areas for improvement What You'll Bring: Bachelor's degree required; an advanced certification or degree a plus (e.g., CPA, CFA, CAIA, MBA/JD) 7+ yrs of fund financing and/or capital markets experience in a leading bank, medium sized to large Private Credit Investment Management firm or BDC Exceptional understanding of the fund financing markets including understanding of various products (e.g. subscription lines, NAV facilities) and execution processes Strong analytical and negotiation skills Self-driven team player with a strong desire to make meaningful contributions and a positive impact Strong project management skills and ability to work under pressure Intellectual curiosity with strong analytical and problem-solving skills Preferred Skills: Network in the private market community, among lenders, GPs and law firms Understanding and negotiating experience of facility documentation across multiple asset classes and markets (Americas, Europe, Asia) #LI-AM1 Pay Transparency Salary Range: $150,000 - $175,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 93270
    $150k-175k yearly 2d ago
  • Financial Agent Entry Level

    New York Life-Chicago Northshore 4.5company rating

    Chicago, IL job

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the team at New York Life - Chicago Northshore! This is an exciting, ground-floor opportunity with our local growing practice. Our team operates with the perfect balance of fresh growth potential and the backing of New York Lifes established infrastructure. This is a chance to help build a scratch team with significant growth potential and long-term career possibilities. New York Life, a Fortune 100 company, has been helping Americans protect their families and achieve financial goals for over 180 years. As a mutual company, we are accountable to policyholders, focusing on long-term client success. We are proud of our financial strength, holding top ratings from agencies like A.M. Best (A++), Fitch (AAA), Moodys (Aaa), and Standard & Poors (AA+). This provides our team with stability and the resources to support your professional growth. Follow this link to learn more about New York Life - Chicago Northshore: ******************************** Meet Our Leadership Team: Christopher J. Viveiros, CLU Managing Partner: Chris began his career with New York Life in 2000 in the Boston General Office. After quickly earning Executive Council* Recognized as an agent, he joined management as a Partner, became Senior Partner in 2007, and has served as Managing Partner of the Chicago North Shore General Office since 2018, building a premier team of high-performing financial professionals. Following the death of his younger brother, Chris took time to reflect on his purpose. That experience inspired him to lead with greater intention, focusing on mentoring agents and helping them grow their careers while providing lasting financial security for families and communities. Education & Credentials: CLU, B.S. Business Management (Finance & Psychology), Roger Williams University; FINRA Series 6, 7, 24, 63, 66 licensed. Follow this link to learn more about Chris: ****************************************** Erica Berning, LUTCF, CLF, CLU Senior Partner: Erica joined New York Life in 2006 and quickly achieved Executive Council*. By 2009, at age 24, she was promoted to Partner in the Downtown Sales Office of New York Life Chicago. She is the most tenured Partner in the office and is passionate about mentoring agents to build meaningful careers and achieve a high quality of life. Education & Credentials: Business Administration (Marketing), Central Michigan University; LUTCF, CLF, CLU Personal: Erica and her husband, Matt, live in Elmhurst with their daughter Harper and sons Matthias Jr. and Gunnar. Follow this link to learn more about Erica: **************************************** Celeste Garrett, Partner: Celeste joined New York Life in 2011, quickly achieving Executive Council* recognition twice and earning awards including Life Case Rate Leader and Annuity Champion Elite. She was promoted to Partner in 2014 and is dedicated to mentoring financial professionals while helping clients achieve lasting financial security. A native of St. Louis, Missouri, Celeste earned her degree from the University of Missouri before a 20-year career in journalism, including roles at the Chicago Tribune and Chicago Sun-Times. Personal: Celeste and her husband, Bennie, live in Hyde Park with their two children. They are avid soccer fans and share their home with three cats and two dogs. Follow this link to learn more about Celeste: **************************************************** Brian P. Curry, Sales Development Manager: Brian began his career with New York Life in 2018 in the Constitution General Office. A native of Philadelphia, Pennsylvania, Brian spent three years as a financial services agent, earning multiple securities licenses and achieving Executive Council* recognition. He was also an active member of NAIFA, proudly representing New York Life within the insurance and financial advisory community. In October 2021, Brian accepted an invitation to join the management team at the Chicago North Shore General Office as Sales Development Manager, where he focuses on developing and retaining agents who serve the Chicago community. Brian is passionate about helping new agents succeed and building strong teams that make a meaningful impact by helping individuals and families create a more secure financial future. Education: B.S. in Finance, Bloomsburg University of Pennsylvania. Follow this link to learn more about Brian: ****************************************** About the Role: Entry-Level Financial Agent: We train you to offer multiple solutions to clients, following a comprehensive financial planning approach. You will work closely with clients to address their needs in the following areas: Life Insurance: Protecting clients' families and legacies through comprehensive insurance strategies. Annuities and Investments: Helping clients plan for retirement, asset accumulation, and long-term financial growth. (Only offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.) Long-Term Care Insurance & Disability Insurance: Providing peace of mind for clients facing the challenges of aging or unexpected illness. Estate Conservation and Tax Diversification: Assisting clients with planning for business succession, estate needs, and minimizing tax liabilities. Neither New York Life nor its financial professionals offer tax or accounting advice. Characteristics We Seek: Competitive: Driven to outperform and excel in challenging environments. Takes Ownership: Takes full responsibility for actions and results. Coachable: Open to learning and continuous improvement. Communicative: Expresses ideas clearly and listens actively. Self-disciplined: Stays focused and productive, even without supervision. Authentic: Honest, transparent, and true to their values. Follow this link to hear from multiple New York Life agents and discover the rewarding career paths theyve created: **************************** Qualifications: A bachelor's degree in finance, business, or a related discipline is preferred. Prior experience in insurance, financial services, or business development is beneficial, but not required. Excellent interpersonal, analytical, and communication skills. Ability to obtain necessary insurance and financial licenses. Benefits and Compensation: Benefits: Includes Medical, Dental, Vision, Life, and Long-Term Disability Insurance.* 401(k) Savings Plan: Help secure your future with a robust 401(k) offering.* Defined Benefit Pension Plan: Monthly payments based on earnings and years of service.* Competitive Compensation: In 2024, the average income for Financial Professionals was $120,555.** Career Growth: Access to industry-leading training, certifications, and career development resources. Professional Development: We provide world-class training, ongoing mentorship, and advanced certifications, helping you grow in your role and build your career. Work-Life Balance: Flexible scheduling allows you to create a career that fits your lifestyle while making a lasting impact on clients. Join Us in Making an Impact! New York Life is more than just a financial services companywere a team dedicated to helping people achieve long-term financial security. If youre ready to make a difference and grow your career, then consider joining our local team today! *This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern. Flexible work from home options available.
    $120.6k yearly 21d ago
  • Account Consultant

    AXA Sa 4.9company rating

    AXA Sa job in Chicago, IL

    AXA XL offers risk transfer and risk management solutions to global and local businesses. We offer worldwide capacity for a variety of exposures, experienced underwriting, dedicated loss prevention services and a team-based account management approach focused on better understanding each client's needs. AXA XL Risk Consulting is looking for a qualified Machinery Breakdown Account Consultant who will partner with underwriting teams (multi lines of business) to evaluate machinery breakdown account risk quality. With the Monoline MB UW team the Account Consultant will also coordinate the scope and delivery of property loss prevention services to clients - ultimately supporting our profitable growth strategy. AXA XL Risk Consulting is, and has been for more than a century, a leading Property Risk Control Consulting Organization with more than 300 professional loss prevention engineers across the world. We do risk like no one else. That's why companies that are moving the world forward choose us as their partner. The AXA XL Risk Consulting team is committed to delivering risk management solutions. What you'll be doing What will your essential responsibilities include? Utilizing internal and external information, tools and resources to evaluate account's machinery breakdown risk quality and communicate this evaluation to underwriting team members. Managing the scope and scale of loss prevention services delivered to monoline MB UW clients, based on client expectations, underwriting requirements and service cost constraints. Partnering with brokers to deliver an excellent level of customer service. Understand the costumer's needs to coordinate the delivery of the Risk Consulting services, costumer focused. Lending your expertise and experience to continually expand the knowledge and development efforts of other team members. Supporting the sales and marketing effort of the group by promoting our brand and service capabilities to prospective clients and brokers - maintaining robust industry relationships. You will report to the Machinery Breakdown Engineering Leader. What you'll bring We're looking for someone who has these abilities and skills: Required Skills and Abilities: Machinery breakdown loss prevention experience in the following industries: Mining, Sugar Mills and Refining, Molten Metal Steel Insurance industry experience with a focus on Machinery Breakdown perils and loss prevention Ability to summarize large amounts of information and deliver against deadlines Broad knowledge of industry standards and codes applicable to machinery breakdown and reliability Excellent communication and collaboration skills. Communicates effectively with broad range of underwriting and customer partners. Proven customer relationship and negotiation skills Proficient presentation skills, including written and verbal Knowledge of functionality of IT systems Engineering or Science based undergraduate degree Who we are AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don't just provide re/insurance, we reinvent it. How? By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business − property, casualty, professional, financial lines and specialty. With an innovative and flexible approach to risk solutions, we partner with those who move the world forward. Learn more at axaxl. com What we offer Inclusion AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic. At AXA XL, we know that an inclusive culture and enables business growth and is critical to our success. That's why we have made a strategic commitment to attract, develop, advance and retain the most inclusive workforce possible, and create a culture where everyone can bring their full selves to work and reach their highest potential. It's about helping one another - and our business - to move forward and succeed. Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe. Robust support for Flexible Working Arrangements Enhanced family-friendly leave benefits Named to the Diversity Best Practices Index Signatory to the UK Women in Finance Charter Learn more at Inclusion & Diversity at AXA XL | AXA XL. AXA XL is an Equal Opportunity Employer. Total Rewards AXA XL's Reward program is designed to take care of what matters most to you, covering the full picture of your health, wellbeing, lifestyle and financial security. It provides competitive compensation and personalized, inclusive benefits that evolve as you do. We're committed to rewarding your contribution for the long term, so you can be your best self today and look forward to the future with confidence. Sustainability At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future. Our 2023-26 Sustainability strategy, called "Roots of resilience", focuses on protecting natural ecosystems, addressing climate change, and embedding sustainable practices across our operations. Our Pillars: Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society - are essential to our future. We're committed to protecting and restoring nature - from mangrove forests to the bees in our backyard - by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans. Addressing climate change: The effects of a changing climate are far-reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions. Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We're training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting. AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL's "Hearts in Action" programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day - the Global Day of Giving. For more information, please see Sustainability at AXA XL. The U. S. base salary range for this position is USD 104,000 - 182,000. Actual pay will be determined based upon the individual's skills, experience and location. We strive for market alignment and internal equity with our colleagues' pay. At AXA XL, we know how important physical, mental, and financial health are to our employees, which is why we are proud to offer benefits such as a competitive retirement savings plan, health and wellness programs, and many other benefits. We also believe in fostering our colleagues' development and offer a wide range of learning opportunities for colleagues to hone their professional skills and to position themselves for the next step of their careers. For more details about AXA XL's benefits offerings, please visit US Benefits at a Glance 2025.
    $69k-84k yearly est. 13d ago
  • Experienced Insurance Agent

    New York Life-Chicago Northshore 4.5company rating

    Chicago, IL job

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Seeking Both Seasoned Insurance Specialists and Experienced Business Development Professionals: Are you a seasoned insurance or business development professional looking to elevate your career? Join New York Life - Chicago Northshore where we offer a unique opportunity for experienced professionals to grow in an exciting, fast-paced environment. Were looking for talented individuals to join our expanding team, with accelerated growth potential and leadership opportunities. Who Were Looking For: Professionals with production experience in any of the following areas: Life Insurance Health Insurance Property & Casualty Industry Financial Services Supplemental Health Real Estate Brokers Commercial Lines Pharmaceutical Rental Car Other Various Business Development Backgrounds Meet Our Leadership Team: Christopher J. Viveiros, CLU Managing Partner: Chris began his career with New York Life in 2000 in the Boston General Office. After quickly earning Executive Council* Recognized as an agent, he joined management as a Partner, became Senior Partner in 2007, and has served as Managing Partner of the Chicago North Shore General Office since 2018, building a premier team of high-performing financial professionals. Following the death of his younger brother, Chris took time to reflect on his purpose. That experience inspired him to lead with greater intention, focusing on mentoring agents and helping them grow their careers while providing lasting financial security for families and communities. Education & Credentials: CLU, B.S. Business Management (Finance & Psychology), Roger Williams University; FINRA Series 6, 7, 24, 63, 66 licensed. Follow this link to learn more about Chris: ****************************************** Erica Berning, LUTCF, CLF, CLU Senior Partner: Erica joined New York Life in 2006 and quickly achieved Executive Council*. By 2009, at age 24, she was promoted to Partner in the Downtown Sales Office of New York Life Chicago. She is the most tenured Partner in the office and is passionate about mentoring agents to build meaningful careers and achieve a high quality of life. Education & Credentials: Business Administration (Marketing), Central Michigan University; LUTCF, CLF, CLU Personal: Erica and her husband, Matt, live in Elmhurst with their daughter Harper and sons Matthias Jr. and Gunnar. Follow this link to learn more about Erica: **************************************** Celeste Garrett, Partner: Celeste joined New York Life in 2011, quickly achieving Executive Council* recognition twice and earning awards including Life Case Rate Leader and Annuity Champion Elite. She was promoted to Partner in 2014 and is dedicated to mentoring financial professionals while helping clients achieve lasting financial security. A native of St. Louis, Missouri, Celeste earned her degree from the University of Missouri before a 20-year career in journalism, including roles at the Chicago Tribune and Chicago Sun-Times. Personal: Celeste and her husband, Bennie, live in Hyde Park with their two children. They are avid soccer fans and share their home with three cats and two dogs. Follow this link to learn more about Celeste: **************************************************** Brian P. Curry, Sales Development Manager: Brian began his career with New York Life in 2018 in the Constitution General Office. A native of Philadelphia, Pennsylvania, Brian spent three years as a financial services agent, earning multiple securities licenses and achieving Executive Council* recognition. He was also an active member of NAIFA, proudly representing New York Life within the insurance and financial advisory community. In October 2021, Brian accepted an invitation to join the management team at the Chicago North Shore General Office as Sales Development Manager, where he focuses on developing and retaining agents who serve the Chicago community. Brian is passionate about helping new agents succeed and building strong teams that make a meaningful impact by helping individuals and families create a more secure financial future. Education: B.S. in Finance, Bloomsburg University of Pennsylvania. Follow this link to learn more about Brian: ****************************************** What We Offer: Accelerated path to Associate Partner and beyond (see below for details)! World-class training, mentorship, and certifications. Collaborative and high-support team environment. Flexible work-life balance and growth potential. Medical, dental, vision, life, and long-term disability insurance. Leadership opportunities for top performers. Benefits and Compensation: Benefits: Includes Medical, Dental, Vision, Life, and Long-Term Disability Insurance.* Career Growth: Access to industry-leading training, certifications, and career development resources. Professional Development: We provide world-class training, ongoing mentorship, and advanced certifications, helping you grow in your role and build your career. Work-Life Balance: Flexible scheduling allows you to create a career that fits your lifestyle while making a lasting impact on clients. Path to Growth as a Future Associate Partner**: Complete 12-months as a financial professional. Enter a six-month specialized Associate Partner training program. Develop and lead your own team of financial professionals. Ongoing opportunities for promotion to senior management roles. Licensing and Education Requirements: Bachelor's Degree (preferred) Insurance and Financial Licenses or the ability to quickly obtain *This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern. **Advancement to Associate Partner and beyond is not guaranteed and depends on performance outcomes, meeting specific requirements, and other variables. Flexible work from home options available.
    $73k-94k yearly est. 12d ago
  • Senior Underwriter- Middle Market, Construction

    AXA Sa 4.9company rating

    AXA Sa job in Chicago, IL

    At AXA XL, we provide insurance products and services that are designed to meet contractors' unique and challenging exposures. Our Middle Market Construction team offers casualty coverages to North America's Middle Market Contractors and Specialty Trade buyers. Arising out of growth, our US Middle Market team is looking to add a Senior Underwriter to our Construction vertical. As a Senior Underwriter, you will have the opportunity to build the go-to-market strategy of the US Middle Market Construction business with the Head of Construction and be responsible for managing a portfolio driving profitable growth. What you'll be doing Your underwriting responsibilities will include: Marketing to Middle Market producers to secure new and renewal business within the construction industry. Reviewing Middle Market submission information, including loss history, while conducting appropriate research to determine the degree of risk for each account based upon defined construction appetite guidance, along with company Regulations and Guidelines. Coordinating with varied business divisions including Actuarial, Claims, Reinsurance, Accounting, Marketing, Regulatory, Strategy & Analytics, and others internally that support our businesses. Determining quote or declination of risks. Calculating rates and premium charges using approved rating models. Developing and modifying policy wording in accordance with delegated underwriting authority when the standard forms are not appropriate. Actively cross-sell afforded products and services. Supporting service standards in delivery of primary casualty construction products and services. Working with the other underwriters on the team on cross marketing goals and objectives. In this role you will report to the Head of Construction, U. S. Middle Market. What you'll bring We're looking for someone who has these abilities and skills: Moderate Commercial Underwriting Experience. Underwriting expertise as it relates to solutions for construction managers, general contractors, trade contractors, to contribute to the underwriting of the full range of Construction accounts. Outstanding insured and broker interaction with the ability to effectively target current and prospective contacts in order to effectively promote offered products. Excellent written and oral communication skills to work with both internal teams and external brokers Outstanding organizational, time-management and multi-tasking skills. Outstanding comprehension and work experience with Microsoft Office Suite. Bachelor's degree required with advanced education and/or professional designations including but not limited to CPCU, IIA, CRIS preferred but not required. Willingness to travel (approximately 25% travel as necessary). Who we are AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don't just provide re/insurance, we reinvent it. How? By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business − property, casualty, professional, financial lines and specialty. With an innovative and flexible approach to risk solutions, we partner with those who move the world forward. Learn more at axaxl. com What we offer Inclusion AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic. At AXA XL, we know that an inclusive culture and enables business growth and is critical to our success. That's why we have made a strategic commitment to attract, develop, advance and retain the most inclusive workforce possible, and create a culture where everyone can bring their full selves to work and reach their highest potential. It's about helping one another - and our business - to move forward and succeed. Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe. Robust support for Flexible Working Arrangements Enhanced family-friendly leave benefits Named to the Diversity Best Practices Index Signatory to the UK Women in Finance Charter Learn more at Inclusion & Diversity at AXA XL | AXA XL. AXA XL is an Equal Opportunity Employer. Total Rewards AXA XL's Reward program is designed to take care of what matters most to you, covering the full picture of your health, wellbeing, lifestyle and financial security. It provides competitive compensation and personalized, inclusive benefits that evolve as you do. We're committed to rewarding your contribution for the long term, so you can be your best self today and look forward to the future with confidence. Sustainability At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future. Our 2023-26 Sustainability strategy, called "Roots of resilience", focuses on protecting natural ecosystems, addressing climate change, and embedding sustainable practices across our operations. Our Pillars: Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society - are essential to our future. We're committed to protecting and restoring nature - from mangrove forests to the bees in our backyard - by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans. Addressing climate change: The effects of a changing climate are far-reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions. Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We're training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting. AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL's "Hearts in Action" programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day - the Global Day of Giving. For more information, please see Sustainability at AXA XL. The U. S. base salary range for this position is USD 106,500 - 186,500. Actual pay will be determined based upon the individual's skills, experience and location. We strive for market alignment and internal equity with our colleagues' pay. At AXA XL, we know how important physical, mental, and financial health are to our employees, which is why we are proud to offer benefits such as a competitive retirement savings plan, health and wellness programs, and many other benefits. We also believe in fostering our colleagues' development and offer a wide range of learning opportunities for colleagues to hone their professional skills and to position themselves for the next step of their careers. For more details about AXA XL's benefits offerings, please visit US Benefits at a Glance 2025.
    $53k-87k yearly est. 32d ago
  • Senior Municipal Credit Research Leader

    Teachers Insurance and Annuity Association of America 4.6company rating

    Chicago, IL job

    A leading financial services organization in Chicago is looking for a Sr. Director-Municipal Research Analyst. This role requires a subject matter expert in municipal credit research with over 5 years of experience. The Analyst will conduct in-depth credit analysis, prepare reports, and mentor junior staff. A strong understanding of financial modeling and advanced skills in Excel and Python are critical. The role offers a competitive salary and comprehensive benefits, fostering professional growth in a dynamic environment. #J-18808-Ljbffr
    $62k-92k yearly est. 1d ago
  • Underwriting Assistant - General Property

    AXA Sa 4.9company rating

    AXA Sa job in Chicago, IL

    We are seeking a highly motivated Underwriting Assistant to join our General Property team. This role is essential to supporting the underwriting lifecycle; from submission through issuance, while ensuring the accuracy and efficiency of our underwriting operations. You'll work closely with underwriters and cross-functional teams to deliver high-quality service and technical expertise. What you'll be doing What will your essential responsibilities include? Provide critical support to underwriters on end-to-end underwriting processes, from initial submission review through policy issuance and post-bind activities Operate and maintain proficiency in various underwriting systems Manage multiple workflows and maintain visibility into task status and deadlines Assist in creating quotes, binders, certificates, and endorsements Ensure all documentation is properly filed and compliant with audit standards Review policies and discuss changes with underwriters Collaborates and corresponds with internal and external contacts Monitor account receivables and assist the accounting team with reconciliation Contribute to special projects and assignments as needed You will report to the Assistant Operations Manager. What you'll bring We're looking for someone who has these abilities and skills: Required Skills and Abilities: College Degree Preferred Some technical experience in an insurance/reinsurance company Have an understanding of property insurance and global programs Highly proficient in Microsoft Office, especially Excel (including pivot tables), Outlook, and Word; PowerPoint a plus Robust organization, analytical, and time management skills Ability to work self-directed and collaboratively within a team environment Who we are AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don't just provide re/insurance, we reinvent it. How? By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business − property, casualty, professional, financial lines and specialty. With an innovative and flexible approach to risk solutions, we partner with those who move the world forward. Learn more at axaxl. com What we offer Inclusion AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic. At AXA XL, we know that an inclusive culture and enables business growth and is critical to our success. That's why we have made a strategic commitment to attract, develop, advance and retain the most inclusive workforce possible, and create a culture where everyone can bring their full selves to work and reach their highest potential. It's about helping one another - and our business - to move forward and succeed. Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe. Robust support for Flexible Working Arrangements Enhanced family-friendly leave benefits Named to the Diversity Best Practices Index Signatory to the UK Women in Finance Charter Learn more at Inclusion & Diversity at AXA XL | AXA XL. AXA XL is an Equal Opportunity Employer. Total Rewards AXA XL's Reward program is designed to take care of what matters most to you, covering the full picture of your health, wellbeing, lifestyle and financial security. It provides competitive compensation and personalized, inclusive benefits that evolve as you do. We're committed to rewarding your contribution for the long term, so you can be your best self today and look forward to the future with confidence. Sustainability At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future. Our 2023-26 Sustainability strategy, called "Roots of resilience", focuses on protecting natural ecosystems, addressing climate change, and embedding sustainable practices across our operations. Our Pillars: Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society - are essential to our future. We're committed to protecting and restoring nature - from mangrove forests to the bees in our backyard - by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans. Addressing climate change: The effects of a changing climate are far-reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions. Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We're training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting. AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL's "Hearts in Action" programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day - the Global Day of Giving. For more information, please see Sustainability at AXA XL. The U. S. base salary range for this position is USD 53,100 - 84,000. Actual pay will be determined based upon the individual's skills, experience and location. We strive for market alignment and internal equity with our colleagues' pay. At AXA XL, we know how important physical, mental, and financial health are to our employees, which is why we are proud to offer benefits such as a competitive retirement savings plan, health and wellness programs, and many other benefits. We also believe in fostering our colleagues' development and offer a wide range of learning opportunities for colleagues to hone their professional skills and to position themselves for the next step of their careers. For more details about AXA XL's benefits offerings, please visit US Benefits at a Glance 2025.
    $34k-40k yearly est. 22d ago
  • Financial Professional with Military Background

    New York Life-Chicago Northshore 4.5company rating

    Deerfield, IL job

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Thank you for your service to our country! Financial Professional Opportunity for Military Veterans with New York Life - Chicago Northshore Were seeking driven military veterans ready for a new mission, one that leverages your discipline, leadership, and resilience. At New York Life - Chicago Northshore, you'll build a meaningful career helping others achieve financial security, with comprehensive training, mentorship, and growth opportunities. If you're ready to transition your skills into the financial world, we offer the tools and support to ensure your success. Join us and continue making a differencethis time in the lives of individuals, families, and businesses. New York Life, a Fortune 100 company, has been helping Americans protect their families and achieve financial goals for over 180 years. As a mutual company, we are accountable to policyholders, focusing on long-term client success. We are proud of our financial strength, holding top ratings from agencies like A.M. Best (A++), Fitch (AAA), Moodys (Aaa), and Standard & Poors (AA+). This provides our team with stability and the resources to support your professional growth. Follow this link to see New York Lifes incredible industry accolades: **************************************************** Follow this link to hear from multiple New York Life agents and discover the rewarding career paths theyve created: **************************** Meet Our Leadership Team: Christopher J. Viveiros, CLU Managing Partner: Chris began his career with New York Life in 2000 in the Boston General Office. After quickly earning Executive Council* Recognized as an agent, he joined management as a Partner, became Senior Partner in 2007, and has served as Managing Partner of the Chicago North Shore General Office since 2018, building a premier team of high-performing financial professionals. Following the death of his younger brother, Chris took time to reflect on his purpose. That experience inspired him to lead with greater intention, focusing on mentoring agents and helping them grow their careers while providing lasting financial security for families and communities. Education & Credentials: CLU, B.S. Business Management (Finance & Psychology), Roger Williams University; FINRA Series 6, 7, 24, 63, 66 licensed. Follow this link to learn more about Chris: ****************************************** Erica Berning, LUTCF, CLF, CLU Senior Partner: Erica joined New York Life in 2006 and quickly achieved Executive Council*. By 2009, at age 24, she was promoted to Partner in the Downtown Sales Office of New York Life Chicago. She is the most tenured Partner in the office and is passionate about mentoring agents to build meaningful careers and achieve a high quality of life. Education & Credentials: Business Administration (Marketing), Central Michigan University; LUTCF, CLF, CLU Personal: Erica and her husband, Matt, live in Elmhurst with their daughter Harper and sons Matthias Jr. and Gunnar. Follow this link to learn more about Erica: **************************************** Celeste Garrett, Partner: Celeste joined New York Life in 2011, quickly achieving Executive Council* recognition twice and earning awards including Life Case Rate Leader and Annuity Champion Elite. She was promoted to Partner in 2014 and is dedicated to mentoring financial professionals while helping clients achieve lasting financial security. A native of St. Louis, Missouri, Celeste earned her degree from the University of Missouri before a 20-year career in journalism, including roles at the Chicago Tribune and Chicago Sun-Times. Personal: Celeste and her husband, Bennie, live in Hyde Park with their two children. They are avid soccer fans and share their home with three cats and two dogs. Follow this link to learn more about Celeste: **************************************************** Brian P. Curry, Sales Development Manager: Brian began his career with New York Life in 2018 in the Constitution General Office. A native of Philadelphia, Pennsylvania, Brian spent three years as a financial services agent, earning multiple securities licenses and achieving Executive Council* recognition. He was also an active member of NAIFA, proudly representing New York Life within the insurance and financial advisory community. In October 2021, Brian accepted an invitation to join the management team at the Chicago North Shore General Office as Sales Development Manager, where he focuses on developing and retaining agents who serve the Chicago community. Brian is passionate about helping new agents succeed and building strong teams that make a meaningful impact by helping individuals and families create a more secure financial future. Education: B.S. in Finance, Bloomsburg University of Pennsylvania. Follow this link to learn more about Brian: ****************************************** Position Overview: As a Financial Professional you will play a critical role in helping clients secure their financial future in the following ways: Life Insurance: Protecting clients' families and legacies through comprehensive insurance strategies. Annuities and Investments: Helping clients plan for retirement, asset accumulation, and long-term financial growth. (Only offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.) Long-Term Care Insurance & Disability Insurance: Providing peace of mind for clients facing the challenges of aging or unexpected illness. Estate Conservation and Tax Diversification: Assisting clients with planning for business succession, estate needs, and minimizing tax liabilities. Neither New York Life nor its financial professionals offer tax or accounting advice. Characteristics We Seek: We are looking for military veterans who possess the traits essential for success in financial services. You are competitive, driven to excel in challenging environments, and take ownership of your actions and results. Youre coachable, open to learning and continuous improvement, with strong communication skills that help you clearly express ideas and actively listen. Your self-discipline keeps you focused and productive, even without supervision, and you stay authentic, remaining honest and true to your values. These qualities are the foundation for success in this role. Benefits and Compensation: Benefits: Includes Medical, Dental, Vision, Life, and Long-Term Disability Insurance.* 401(k) Savings Plan: Help secure your future with a robust 401(k) offering.* Defined Benefit Pension Plan: Monthly payments based on earnings and years of service.* Competitive Compensation: In 2024, the average income for Financial Professionals was $120,555.** Career Growth: Access to industry-leading training, certifications, and career development resources. Professional Development: We provide world-class training, ongoing mentorship, and advanced certifications, helping you grow in your role and build your career. Work-Life Balance: Flexible scheduling allows you to create a career that fits your lifestyle while making a lasting impact on clients. *This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern. Flexible work from home options available.
    $120.6k yearly 1d ago

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