Chubb jobs in Houston, TX

Chubb's Energy Practice is an exciting and dynamic place for individuals who are seeking career opportunity and advancement. The Commercial Insurance team has an opening for an experienced Energy Underwriter to join our Energy Practice (salary and title commensurate with experience level). This is a high-impact role that is focused on growing a Property and Casualty book comprised of Package, Automobile, Pollution, Workers' Compensation, Umbrella and International. Multi-line experience is encouraged. Ideally, the position will be housed in Chubb's Houston, TX. The candidate will be responsible for writing new business across the region. Demonstration of the following skills and abilities: Strong sales and marketing skills along with the ability to position accounts and close deals. Demonstrated success in marketing, producer/book management and new business development. Ability to successfully negotiate on all levels with both internal and external partners and nurture key producer relations. High proficiency with the underwriting process and risk analysis. Effective desk management. Exemplary ability to effectively interact with customers and coworkers at all levels. Knowledge and proficiency with underwriting technical issues, compliance, coverage, products, pricing & strategies. Results orientation, entrepreneurial spirit, business acumen, self-motivation and strong ability to work in a collaborative team environment. Responsible for the professional development, and performance assessment of team members. 3+ years underwriting experience within the Energy industry and/or Commercial experience with a desire to specialize in the Energy sectors of Power Generation, Petroleum, and Mining Experience with multiple lines of insurance Bachelor's degree

We're looking for a highly skilled Senior Software Engineer to join our team and help build secure, scalable, cloud-native applications used across the enterprise. •5+years of professional software development experience • Expert-level C# / .NET development • Hands-on Azure application development (Web Apps, Serverless, Service Fabric, and other PaaS services) • Experience debugging distributed, asynchronous systems • Strong background in commercial SaaS application development • “Security-first” mindset-building applications engineered to protect client data • Experience with SQL Server and one or more NoSQL databases • Experience with OAuth / SAML authentication • Skilled in creating and managing REST APIs • Strong web application development experience

119454 **Let's Grow together!** About Zurich Cover-More Zurich Cover-More is one of the world's largest travel insurance and assistance providers and part of Zurich Insurance Group, a leading multi-line insurer. We stand for more care, more cover, for all, and we look after more than 20 million of the world's travelers every year, making sure we are there every step of their journey. Our family of customer-facing brands include Travel Guard, Cover-More Travel Insurance, Travelex Insurance, Universal Assistance, World Travel Protection, Freely and Blue Insurance. We are a connected and caring workforce of more than 2900 employees with teams in North America, Europe, Latin America and Asia Pacific. Our global delivery platform provides a consistent multi-lingual service experience and ability to write insurance policies in more than 50 countries. Zurich Cover-More has more 200 distribution partners around the world including airlines, global travel companies, major banks and credit card providers and leading retailers. Our Travel Assistance Coordinator services existing customers through travel emergencies, as well as assists with pre-trip research. This team will be trained in a travel booking system in order to assist with reservations for things such as hotels, airlines, and car rentals. Outside of reservation assistance, this teams provides concierge services to navigate any number of travel disruptions that may occur. **What's the job?** + You'll maintain knowledge of insurance products/services to accurately describe benefits and offer our assistance services. + You'll create a positive experience over the phone with top notch servicing. + You'll multitask work streams to effectively service our customers specific to their needs + You'll be creative and able to utilize critical thinking to provide out-of-the-box solutions + You'll be keen attention to detail to appropriately document and capture interaction details in a case management system. + You'll work closely with leadership to fine tune skillsets and apply feedback **What we are looking for?** + You'll have a High School Diploma or equivalent work experience + You'll have advanced customer service skills with high attention to detail + You'll have proficient communication (oral/written) skills + You'll have proficient problem-solving skills + You'll have basic ability of organizing and prioritizing work + You'll have proficient PC Skills and the ability to multitask **Why choose us?** We value optimism, caring, togetherness, reliability, results focus and forward-thinking. We have more than 2900 employees worldwide: we are a global group of digital specialists, actuaries, marketers, doctors, nurses, case managers, claims specialists, finance experts and customer service professionals. We share a global purpose to look after travelers, at every step of their journey. Career growth. This is an extremely exciting time for us at Zurich Cover-More, as we are rapidly growing our business around the world. We are dedicated to helping our employees reach their full potential through a comprehensive onboarding program, ongoing professional development opportunities and a supportive work environment that encourages growth. Take the time you need, for you and your community. We encourage you to take the time you need when you need it. We offer regular annual and personal leave benefits along with volunteer leave and a comprehensive paid parental leave scheme. Investing in your health and your future. We offer a competitive high deductible health plan, EAP programs and access to health and well-being activities along with 401(k) program with employer matching to help you plan for your future. Diversity and inclusion. We respect who you are and thoroughly embrace diversity. So whatever walk of life you wander, just be you and come as you are. Apply today and let's go great places together! You are joining us at a pivotal time in our business. With the recent acquisition of AIG's global personal travel insurance business, Travel Guard, we have become a leading travel insurance and assistance provider globally, serving over 20 million customers annually and maintaining long-term relationships with more than 200 distribution partners. We're for travelers and for traveling, but we want to offer much more beyond travel insurance and assistance - we want to 'cover more'. Zurich Cover More recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet

Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary. DUTIES and RESPONSIBILITIES: OPERATIONAL SUPPORT: • Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing • Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day • Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals • Assist with processing of trade adjustments and responding to operational alerts • Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner • Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements • Remedy and/or escalate service breaks to management team OTHER: • Assist with special projects (e.g., recruit onboarding support) • Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features • Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed • Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support) • Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers • Organize and track progress against operational remediation projects Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • High School Diploma/Equivalency • College degree preferred • Industry experience is a plus Knowledge/Skills • Strong computer skills and knowledge of Microsoft Office products • Exceptional writing, interpersonal and client service skills • Detail oriented with superior organizational skills and ability to prioritize tasks • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Reports to: • Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Combined Insurance, a Chubb Company, is seeking an Agency Leader in Houston, TX to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals! JOB Summary The Agency Leader (AL) is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents and for providing sales & service support to current policyholders. The AL is responsible for sourcing, identifying, and affiliating, new Independent Agents as well as providing coaching and voluntary training to both Independent Agents and Agency Coordinators. Responsibilities Sourcing & Development Establish local networks and source prospective new Independent Agent candidates and independent agencies to sell Combined products Conduct informational seminars for prospective new Independent Agents as needed. Represent the Agency at local job fairs or other hiring events Affiliate Independent Agent candidates Make recommendations for developing Independent Agents into leadership roles such as Agency Coordinator Field Training Provide in-person support to Independent Agents during sales visits as requested and provide voluntary training and/or guidance as needed to support them in the sale of Combined products Develop expertise in all aspects of the Sales Process and remain available for consultation and/or guidance to Independent Agents and Agency Coordinator as requested Provide support with developing targeted training for Agency Coordinators and Independent Agents who request additional development Collaborate with Carrier Compliance Department to provide required compliance training Support Agency Coordinators and Independent Agents in appointment setting, upon request and as needed Meetings Lead voluntary meetings and webinars Facilitate and attend training and development meetings developed and led by AD and carrier for support Attend other Agency meetings, as required Administration Support Assist Agency Coordinators and Independent Agents in adhering to administrative process Be the primary contact point for administrative and implementation support queries Support AC and Independent Agents with sales tools and their implementation Other Work with team to reach production expectations and guidelines set by Agency Management Meet growth goals in APV and Affiliation Effectively demonstrate the Agency's Sales Process Follow Company policies procedures and expectations Set an example for others to follow Establish local presence for Agency COMPETENCIES Problem Solving: Takes an organized and logical approach to thinking through problems and complex issues. Simplifies complexity by breaking down issues into manageable parts. Looks beyond the obvious to get at root causes. Develops insight into problems, issues and situation Continuous Learning: Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally. Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities. Takes on challenging work assignments that lead to professional growth Initiative: Willingly does more than is required or expected in the job. Meets objectives on time with minimal supervision. Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference. Adaptability: Ability to re-direct personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things. Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change course Results Orientation: Effectively executes on plans, drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired results Values Orientation: Upholds and models Chubb values and always does the right thing for the company, colleagues and customers. Is direct truthful and trusted by others. Acts as a team player. Acts ethically and maintains a high level of professional integrity. Fosters high collaboration within own team and across the company; constantly acts and thinks “One Chubb” Education and Experience Stable work history with minimum of 3 years with a successful sales track record. Insurance sales is a plus 1+ years of Sales team management. Experience in leading independent contractor workforce preferred Demonstrated ability to build a team through proven sourcing and recruitment strategies High School Degree or equivalent required, college degree preferred Ability to use Microsoft Office and tablet at intermediate level. An active professional network is required Obtaining a valid Life, Accident and Health license prior to employment date

119446 **Let's grow together!** Zurich Cover-More is one of the world's largest travel insurance and assistance providers and part of Zurich Insurance Group, a leading multi-line insurer. We stand for more care, more cover, for all, and we look after more than 20 million of the world's travelers every year, making sure we are there every step of their journey. Our family of customer-facing brands include Travel Guard, Cover-More Travel Insurance, Travelex Insurance, Universal Assistance, World Travel Protection, Freely and Blue Insurance. We are a connected and caring workforce of more than 2900 employees with teams in North America, Europe, Latin America and Asia Pacific. Our global delivery platform provides a consistent multi-lingual service experience and ability to write insurance policies in more than 50 countries. Zurich Cover-More has more 200 distribution partners around the world including airlines, global travel companies, major banks and credit card providers and leading retailers. Our Medical Assistance Center coordinates and provides support to multiple lines of business inclusive of Travel Guard, Travel Guard Canada, American Express, DAN, and Accident and Health Lines of business (inclusive of BTA). This team is responsible for direct coordination with our insureds and our Medical Staff to navigate complex medical situations inclusive of the following: providing referrals, prescription replacement assistance, medical equipment assistance, medical monitoring, and coordination of appropriate medical transportation (commercial flights, evacuations via air ambulance or helicopter, etc..), as well as repatriation of mortal remains and security evacuation assistance and case management. **What's the job?** + You'll maintain knowledge of insurance products/services to accurately describe benefits and offer our assistance services. + You'll create a positive experience over the phone with top notch servicing + You'll multitask work streams to effectively service our customers specific to their needs + You'll be creative and critical thinking to provide out-of-the-box solutions + You'll be keen attention to detail to appropriately document and capture interaction details in a case management system. + You'll have excellent communication skills both internally and with external providers and customers. + You'll have ability to navigate a high pressure and fast paced work environment + You'll have basic understanding of medical terminology + You'll work closely with leadership to fine tune skillsets and apply feedback **What we are looking for?** + You'll have a high School Diploma or equivalent work experience + You'll have advanced customer service skills with high attention to detail + You'll have proficient communication (oral/written) skills + You'll be proficient problem-solving skills + You'll have basic ability of organizing and prioritizing work + You'll have proficient PC Skills and the ability to multitask **Why choose us?** We value optimism, caring, togetherness, reliability, results focus and forward-thinking. We have more than 2900 employees worldwide: we are a global group of digital specialists, actuaries, marketers, doctors, nurses, case managers, claims specialists, finance experts and customer service professionals. We share a global purpose to look after travelers, at every step of their journey. Career growth. This is an extremely exciting time for us at Zurich Cover-More, as we are rapidly growing our business around the world. We are dedicated to helping our employees reach their full potential through a comprehensive onboarding program, ongoing professional development opportunities and a supportive work environment that encourages growth. Take the time you need, for you and your community. We encourage you to take the time you need when you need it. We offer regular annual and personal leave benefits along with volunteer leave and a comprehensive paid parental leave scheme. Investing in your health and your future. We offer a competitive high deductible health plan, EAP programs and access to health and well-being activities along with 401(k) program with employer matching to help you plan for your future. Diversity and inclusion. We respect who you are and thoroughly embrace diversity. So whatever walk of life you wander, just be you and come as you are. Apply today and let's go great places together! You are joining us at a pivotal time in our business. With the recent acquisition of AIG's global personal travel insurance business, Travel Guard, we have become a leading travel insurance and assistance provider globally, serving over 20 million customers annually and maintaining long-term relationships with more than 200 distribution partners. We're for travelers and for traveling, but we want to offer much more beyond travel insurance and assistance - we want to 'cover more'. Zurich Cover More recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet

We are seeking a dynamic Regional Excess Underwriting Team Leader to oversee a team of three underwriters within the Southwestern Region. In this pivotal role, you will collaborate closely with Commercial Insurance managers to analyze financial information, generate comprehensive reports, and drive effective employee development and training initiatives. This role will lead a team of excess underwriters, providing guidance and support in their professional growth. • Conducting thorough financial analyses to inform decision-making and enhance reporting accuracy. • Cultivating and maintaining strong relationships with agents and producers to drive business development. • Achieving financial performance goals across a diverse portfolio of industry practices within both primary and excess Casualty lines. • Managing a portion of new and renewal business to ensure optimal underwriting practices and customer satisfaction. • Execute strategic initiatives alongside the Industry Practice, driving the team to meet and exceed financial targets. • Manage the Casualty book of business by analyzing results for trends and formulating growth and profit strategies in collaboration with industry practice leadership. • Serve as a primary contact for building, maintaining, and managing customer and producer relationships, conducting regular agency visits as needed. • Assist in agency planning and goal setting, monitoring progress to ensure alignment with objectives. • Oversee the prospect pipeline and identify cross-selling opportunities to enhance business growth. • Collaborate with the Chubb team to meet with renewal customers, delivering sales presentations and negotiating coverage, pricing, financial terms, and service delivery as required. • Foster a team-oriented environment by coordinating with Underwriters, Loss Control, Claims, and Operations to optimize service delivery. • Uphold service standards that reflect a customer-focused strategy. • Gather and share competitor intelligence with the team to inform strategic decisions. Solid understanding of commercial underwriting principles and insurance industry practices. Demonstrated technical expertise and product-specific knowledge within the Manufacturing, Professional Services, and Other Services Industry sectors. Proven track record of successful sales skills. Prior experience in people management is a plus. Excellent interpersonal, communication, and negotiation skills. Ability to effectively engage with internal and external business partners at all organizational levels. Proficient in Microsoft Office Suite and other business-related software. The ideal candidate will possess strong leadership skills, a keen analytical mindset, and a deep understanding of the Commercial Insurance landscape. Join us in shaping the success of our underwriting team and contributing to the growth of our organization.

At AIG, we are reimagining the way we help customers to manage risk. Join us to play your part in that transformation. It's an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Underwriting AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber and Multinational Clients. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more value to our customers and AIG. Reporting to the Head of North America Marine, this role will be primarily responsible to execute the US underwriting strategy for Inland Marine. The leader will also be the technical expert and Product Line Executive for Transportation. In addition, the position is responsible for attracting, managing and developing a team of highly accomplished, driven colleagues. How you will create an impact * Manages all Inland Marine underwriting within the US and establishes, implements, and evaluates the production and profitability goals. * Direct accountability for the business results of the US with respect to profitability, penetration and/or volume within a specific account, segment, geographic area, product or line of business. * In partnership with the Senior Manager's, drive and execute the long term business strategy for the US including all accounts for product accounts. * Serve as a technical expert, exercising technical authority with regards to major or multiple insurance product line(s) within Inland Marine. * Serve as Product Line Executive for Transportation. * Be an educator of risk for the product and knowledgeable of market conditions, trends, and opportunities. * Will lead strategic product discussions with brokers and be the senior referral point for complex risks. * Within the US, manage annual budget process as well as monthly forecasts for a major or multiple insurance product line(s) within Inland Marine. * Oversee underwriting staff including managing and evaluating work; makes decisions regarding pay, performance management, development, employment, and staffing. * In collaboration the Senior Managers, Head of Marine and HR, implement tools and strategies to attract and retain top industry talent and develop high performing teams. * Identify areas/positions within the US that lack sufficient bench strength, and employees who require additional skills to fill those needs; develop and execute development/training/recruiting platforms/plans to address the deficiencies. * Establish strong relationships with all members of the leadership teams; create mutual understanding of overall parameters and goals to drive effective execution of business model. Interact with all levels of Insurance community. * Drive a culture that promotes collaboration, diversity, and inclusion. * Establish the operational direction for the US to ensure efficiencies coincide with growth objectives. * Ensures the required standards of governance, systems and controls, and regulatory compliance are established and maintained. What you'll need to succeed * Strategic orientation, managing vision and purpose, developing organizational capability. * Talent assessment and development for bench strength and succession planning. * Proven collaborative leadership skills. * Strong influencing and communications skills and ability to work across multiple areas of company and industries. * Change management and team leadership. * External thought leadership. * 15+ years of Inland Marine experience, with knowledge of other marine lines preferable. Deep expertise in Inland Marine, with expert technical underwriting background of large and complex risks. * Broad based insurance industry experience. Experience leading a product/region and managing a team. * Knowledge of market segmentation, portfolio management, acquisition and distribution Process and system skills. * Strategic orientation, managing vision and purpose, developing organizational capability. * Strong influencing and communications skills and ability to work across multiple areas of company and industries. * Change and team leadership, as well as external thought leadership. For positions based in Los Angeles, CA, the base salary range is $171,000-$238,000 , for positions based in New York, NY, the base salary range is $179,000-$250,000, for positions based in Illinois, the base salary range is $162,000-$225,000 and the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. A summary of benefits can be viewed here: 2025 Benefits Summary . #LI-HB1 #marine At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************. We consider qualified applicants with criminal histories, consistent with applicable law. Functional Area: UW - Underwriting Risk Specialists Companies Insurance Agency, Inc.

Meaders & Alfaro, House Counsel for Chubb, is currently seeking a Paralegal to support the House Counsel team in Houston, TX. will provide litigation support to his or her assigned attorneys. Drive discovery process (draft and serve discovery demands and responses) with guidance and supervision of assigned attorney ensuring full and timely compliance with demands/orders and adversaries' compliance with our demands/orders. Draft various pleadings, discovery and procedural motions for review by assigned attorney. Prepare cases for trial. Conduct basic legal research e.g. statutes and medical conditions. Draft requests/subpoenas to medical records service providers and monitor vendor for responses. Assist with Hearing/ Deposition/ Mediation/ Trial preparation including binders and submissions to court. Communicate professionally and effectively with all staff, claim personnel, clients, court personnel and opposing counsel. Prioritize all assigned work and complete assignments by requested due date ensuring that all documents are filed and served accurately and timely. Keep abreast of all applicable court rules and House Counsel procedures. Develop proficiency in legal/business writing. Prepare and finalize court filings and e-file when available. Three to five years of Paralegal work experience is strongly preferred, but not required. Paralegal Certificate or Degree in Paralegal studies is preferred, but not required. Excellent customer service skills as well as strong computer skills are required. The ability to navigate and effectively manage a case management system is required. Strong analytical skills as well as superior written and verbal communication skills. Strong time management and organizational skills with an ability to work in a high-volume office and team environment are essential. The candidate should be positive, energetic, and highly self-motivated. The candidate should possess high initiative, be detail-oriented and have the ability to work independently. The ability to perform legal research is preferred. Candidate must be able to multi-task, adapt to changing priorities and possess the skills necessary to work under pressure. Experience in ProLaw legal operating system is preferred, but not a requirement.

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. Due to an internal promotion, CNA Insurance is searching for a Complex Claims Consultant focused on Allied Healthcare Providers/Medical Malpractice. CNA is a market leader in insuring Allied Healthcare Providers, including nurses, nurse practitioners, physical therapists, counselors, pharmacists, massage therapists and more than 100 other categories of medical service providers. This role will support the business and interact with these key customers. In this position you will be responsible for the overall investigation, management and resolution of Allied Healthcare Provider claims in multiple states within your assigned jurisdiction including matters involving nurses, therapists, counselors or other healthcare provider or facility insureds. Recognized as a technical expert in the interpretation of complex or unusual policy coverages, you will work with autonomy and broad authority limits, to manage professional liability healthcare claims with moderate to high complexity and exposure in accordance with company protocols, quality and customer service standards. You will also partner with internal business partners such as Underwriting, to share claim insights that aid in good underwriting decisions. This role collaborates with insureds, attorneys, other insurers and account representatives regarding the handling and/or disposition of complex litigated and non-litigated claims in multi-state jurisdictions. You will investigate and resolve claims, coordinate discovery and team with defense counsel on litigation strategy. You will utilize claims policies and guidelines, review coverage, determine liability and damages, set financial reserves, secure information to negotiate and settle claims. This position enjoys a flexible, hybrid work schedule and is available in any location near a CNA office. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: * Manages an inventory of highly complex commercial claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. * Ensures exceptional customer service by managing all aspects of the claim, interacting professionally and effectively, achieving quality and cycle time standards, providing timely updates and responding promptly to inquiries and requests for information. * Verifies coverage and establishes timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel on more complex matters, estimating potential claim valuation, and following company's claim handling protocols. * Leads focused investigation to determine compensability, liability and covered damages by gathering pertinent information, such as contracts or other documents, taking recorded statements from customers, claimants, injured workers, witnesses, and working with experts, or other parties, as necessary to verify the facts of the claim. * Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. * Establishes and manages claim budgets by achieving timely claim resolution, selecting and actively overseeing appropriate resources, authorizing expense payments and delivering high quality service in an efficient manner. * Realizes and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making referrals to appropriate Claim, Recovery or SIU resources for further investigation. * Achieves quality standards by appropriately managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely. * Keeps senior leadership informed of significant risks and losses by completing loss summaries, identifying claims to include on oversight/watch lists, and preparing and presenting succinct summaries to senior management. * Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for line of business. * Mentors, guides, develops and delivers training to less experienced Claim Professionals. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities * Thorough knowledge of the commercial insurance industry, products, policy language, coverage, and claim practices. * Strong communication and presentation skills both verbal and written, including the ability to communicate business and technical information clearly. * Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems. * Strong work ethic, with demonstrated time management and organizational skills. * Ability to work in a fast-paced environment at high levels of productivity. * Demonstrated ability to negotiate complex settlements. * Experience interpreting complex commercial insurance policies and coverage. * Ability to manage multiple and shifting priorities in a fast-paced and challenging environment. * Knowledge of Microsoft Office Suite and ability to learn business-related software. * Demonstrated ability to value diverse opinions and ideas. Education & Experience * Bachelor's Degree or equivalent experience. JD a plus. * Typically a minimum six years of relevant experience, preferably in claim handling or medical malpractice litigation. * Must have or be able to obtain and maintain an Insurance Adjuster License within 90 days of hire, where applicable. * Prior negotiation experience. * Professional designations preferred (e.g. CPCU). #LI-KP1 #LI-Hybrid In Chicago/New York/California, the average base pay range for the Complex Claims Consultant role is $113,000 to $160,000. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.

Details Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper's products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises. Role: Life Insurance Sales Agent Employment Type: Full Time Work Arrangement: Field Role Career and Opportunity: Kemper is a diversified insurance holding company. We are firmly committed to servicing the insurance needs of modest-income families. Our strength lies within our dedication to frequent personal visits with our customers in their homes for premium collection and other service needs. You'll start with a paid license preparation/training period! As an Insurance Sales Agent, you will begin with an already existing book of business and have the exciting opportunity to grow the business through your work and dedication. Are you passionate about serving the under-served? This career could be for you! Our Agents gain personal satisfaction and prestige in the community by performing meaningful work to help our clients protect the ones they love and the things they own. With a pay for performance compensation model, Agents have a chance to write their own paycheck with increasing income opportunity as skills and knowledge grow. Superior performance is recognized through awards, prizes, and trips. Benefits: Kemper offers competitive benefits including Group Life Insurance, Major Medical & Dental, Short-term & Long-term disability, 401(k) with company match, Paid Vacation, Employee Stock Purchase Program. Responsibilities: Agents are set up for success by being assigned a territory (called an agency) with an established book of in-force business. Day to day activities: Conducting sales presentations, recommending products, closing sales, and using our Customer Care Sales Model Continuously prospecting for sales opportunities Collecting premiums from policyholders, based on a pre-arranged schedule Responding promptly to policyholder service requests such as beneficiary changes, claims, loans, etc. Appropriately keeping records, accounting for money collected, and processing paperwork Our agents are expected to: Increase the agency size Build strong working relationships with customers Devote whatever time is necessary to fulfill the responsibilities of the position Commit to ongoing development of knowledge and skills Minimum qualifications: Customer service experience The ability to visit customers and prospects door-to-door Must be at least 18 years of age Valid driver's license with 100k/300k auto insurance coverage Dependable vehicle as daily travel is required Ability to pass a background check, motor vehicle report check and drug screening Authorized to work in the United States Preparation: Licensing -We provide assistance and guidance to those who are preparing to sit for licensing exams. Basic Training - New agents complete a basic development program that includes self-study, classroom time, role-play, and extensive fieldwork. On-the-job training allows new agents to earn a paycheck while learning their profession Opportunity is knocking. Don't let it pass you by! Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee. Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it. #DCE34

Directors of Business Strategy provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director of Business Strategy is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for enhancing and maintaining deep relationships with new and existing clients. This industry professional leads the development, implementation, and management of the team's overall business strategy. DUTIES and RESPONSIBILITIES * Cultivating relationships with business partners and colleagues internally and externally * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience * Plays a leadership role in assisting the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups * Assisting the FA/PWA/team in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Market Management * At the direction of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients * At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens * Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies * May allocate work among a team of Support Professionals EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/or Experience * 10+ years of experience in a field relevant to the position required * Advanced degree or professional certification or prior industry experience required * Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * If required, obtain, and maintain CFP or CFA designation * Additional product licenses may be required Knowledge/Skills * Strong leadership skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Technically proficient and quick learner of new and updated platforms * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to * Market Business Service Officer and/or Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Lead Counsel is a senior level position responsible for accomplishing results through directing day-to-day legal activities as part of Citi's Markets Commodities Legal Team ("Commodities Legal Team"), a part of the Citi Markets Legal Function. The overall objective of this role is to provide legal support, advice, and guidance to Citi's Markets Global Commodities ("Commodities") business and key internal stakeholders, in partnership with Legal colleagues globally. on the legal and regulatory risks associated with the full spectrum of commodities trading activity, including financial derivatives products, physical commodity financing, and trading activities across all traded commodities. This role requires a pragmatic, proactive attorney with thorough understanding of the Commodities business, combined with a solid conceptual / practical grounding in the laws and regulations for the geographies in which we operate. Provides input into strategic decisions, exercising sound legal judgement to develop proactive, risk-appropriate, and commercially practical business-oriented solutions. Responsibilities: + Provide commercial legal support in connection with Citigroup's Commodities business in North America, including financial and physical energy (including crude and refined products, natural gas, natural gas liquids, and power), metals, and agricultural products. + Advise on financial hedging, security structures as well as commodity monetization structures. + Negotiate and draft structured financial documentation, master (including the ISDA, NAESB, EEI and LEAP), and bespoke commodity agreements. + Provide legal counsel to the Commodities business, participating in strategic initiatives, providing subject matter expertise and interpretations of relevant laws, rules, regulations, and industry practices, and advising business management on legal matters impacting the business. + Partner with business/functional line management in recommending, developing and executing business initiatives within permissible statutory and regulatory frameworks. + Collaborate across internal lines of business, control/support functions and/or external counsel to achieve coordinated and efficient outcomes on matters of common interest; coordinate closely with the Commodities Legal Team on a regional and global basis. + Participates in Commodities business planning and development initiatives; contributes to business objectives by providing thought leadership using knowledge of industry, laws, and regulations + Proactively identify, evaluate, and contribute to the appropriate management of legal, regulatory, and reputational risk by collaborating with Independent Compliance Risk Management & Risk, following relevant legal developments, and participating in internal projects, escalating as appropriate. + Manage day-to-day legal activities as a subject matter expert in the commodities area of responsibility and provide advisory services to business partners. + Monitor management of complex legal issues and transactions, escalating when necessary. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: + 5 - 7+ years of relevant legal experience, including commodity industry and/or commodity-focused derivatives industry experience. + Knowledge of trading documentation, regulations and practices while staying abreast of regulatory and legal environment, internal policies and industry trends that impact the business. + Experience with complex deals, demonstrated ability to analyze issues and develop legal solutions. + Effective communication and negotiation skills and ability to build and maintain trusted relationships. + Excellent interpersonal, organizational and relationship management skills. + Proven ability to apply sound judgement while managing assignments in a demanding, fast-paced environment. + Bar license in good standing to practice law. Education: + Juris Doctorate or equivalent law degree + This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Legal ------------------------------------------------------ **Job Family:** Legal - Product ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Houston Texas United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $155,280.00 - $232,920.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 19, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Job Title SAP CTRM (Commodity Trading and Risk Management) Expert Our client in the Oil & Gas industry is seeking a highly skilled SAP CTRM (Commodity Trading and Risk Management) Expert to join their dynamic team. The ideal candidate will facilitate the implementation and support of SAP Commodity Management and Risk Management solutions. The role requires a deep understanding of SAP technical and functional capabilities, business processes, and industry best practices in Oil & Gas and Trading. Responsibilities Facilitate the implementation and support of SAP Commodity Management and Risk Management solutions. Interact with business owners and partners to analyze and define business requirements and processes. Implement, customize, test solutions, and develop customer-specific enhancements to meet business requirements. Work closely with business stakeholders to understand and analyze trading and risk management processes, and translate them into SAP solutions. Ensure seamless integration of SAP CTRM with other SAP modules (e.g., SAP SD, SAP MM) and external systems. Develop and customize SAP CTRM functionalities to meet specific business requirements. Identify, troubleshoot, and resolve issues related to SAP CTRM, ensuring minimal disruption to business operations. Prepare and maintain comprehensive documentation, including functional specifications, test cases, and user manuals. Provide training and support to end-users and internal teams on SAP CTRM functionalities and best practices. Stay updated with the latest SAP developments and industry trends to suggest improvements and enhancements to the existing system. Requirements Bachelor's degree in Computer Science, Information Technology, Business Administration, or a related field. 8-10 years of experience in SAP implementation and support projects. Experience with SAP CTRM implementation and support projects in the Oil & Gas industry. Proficiency in SAP CTRM configuration, customization, and integration with other SAP modules. Expertise in S4/HANA with a focus on SAP Commodity Management/Risk Management/Analytics. Knowledge of solution setup in S/4 HANA Commodity Risk/Commodity Management. Cross-module integration skills between CTRM, CMM SD & MM. Strong understanding of trading and risk management processes within the oil and gas sector. Process and solution knowledge for both financial and physical trading, including commodity hedging and effectiveness. Integration knowledge with market data providers for commodity price indexes, especially DCS-based. Understanding of end-of-day evaluations, mark-to-market, P&L, attribution, position reporting, and valuations. Knowledge of value-at-risk reporting and its integration with third-party systems. Experience in risk exposure modeling and integration with additional reporting attributes. Ability to handle CDS-based analytics design and communicate requirements to the technical team. Deep knowledge of SAP technical and functional capabilities, business processes, and industry best practices in Oil & Gas and Trading. Excellent analytical and problem-solving skills with the ability to troubleshoot and resolve complex issues. Strong communication and interpersonal skills to effectively collaborate with business stakeholders and technical teams. Excellent facilitation and communication skills. Experience in managing SAP CTRM projects, including planning, execution, and delivery. SAP CTRM certification is a plus.

Field Property Claim Adjuster Chubb is looking for an experienced Outside Property/Structure Field Adjuster. This position will be responsible for handling field property claims in the local Houston, TX and surround area. The ideal candidate will be located in the Houston, TX area. This is a field adjuster role that requires conducting physical site inspections of residential and commercial properties to assess damages and determine coverages. The position involves traveling to various locations for on-site evaluations and is not a desk-based role. Responsibilities Ensure onsite inspection are completed of properties to include investigating facts, evaluating damages, and writing estimates. Investigate and adjust both personal and commercial property claims with exposures up to and over $500,000. Effectively evaluate contract language and identify coverage issues. Promptly and appropriately develop the file to provide accurate and timely investigation and loss analysis. Maintain an active file diary to move file toward resolution. Recognize and pursue recovery. Adhere to all statutory and regulatory fair claims practices. Recognize and identify potential fraudulent claims. Effectively control the use, work product, and expenses of outside vendors such as IA's, engineers or others involved with the claim. Recognize, engage, and oversee additional investigate actions where needed utilizing engineers, accountants, and other expert vendors. Effectively evaluate claim facts and negotiate claim settlements. Develop and maintain strong business relationships with internal and external customers. Successfully contribute to the development and delivery of the team's goals, objectives and results. Supports workload surges and/or Catastrophe Operations as needed to include working overtime during designated CATs. Establish and maintain rapport with business partners including insureds, agents, and underwriters. Provide excellent customer service skills to a diverse client base that results in more than satisfied clients. Conduct site inspections while effectively maintaining ownership of the claim experience including ownership of primary contact with insured and agent, validating coverage, owning the coverage investigation and coverage communication while working with vendors in a remote environment handling claims in the western territory. Strong knowledge of first party, personal and commercial insurance contracts, investigation techniques, legal requirements, and insurance regulations a plus. Experience in commercial claims handling would be preferred. Must have a minimum of 3 years handling structure, field property claims in a remote environment, conducting site inspections, developing scope, addressing coverage, and writing estimates. A 4-year college degree or approximately 5 year equivalent structure, field property claims handling experience required. Demonstrated experience successfully working in a fully remote environment. Mobile Claims/Estimate/Symbility/CoreLogic or similar estimating platform experience preferred. An aptitude for evaluating, analyzing, and interpreting information. Excellent verbal and written communication skills. Innovative thinker with ability to multi-task. Strong customer service skills. Working knowledge in Microsoft Office. Prior experience handling complex claims with large exposures. Ability to work both independently and in a team supportive environment. Empowerment to make decisions within your authority and execute company mission Must have the ability to secure the Property and Casualty Adjusters license within 6 months of employment.

The Credit Risk role is focused on analyzing the creditworthiness of individuals and entities, assigning risk ratings, recommending, or approving credit extensions or withdrawals, and providing ongoing monitoring of credit exposures. This role includes those with credit approval authority for portfolios requiring management for delinquency. Individuals within this role maintain a balance between risk and return, ensuring that credit policies are appropriate, and perform regular in-depth reviews of the credit portfolio. This role manages and mitigates potential credit losses, safeguarding the company's financial stability and supporting sustainable business growth. **Responsibilities** : - Lead regional and key risk reviews, ensuring compliance and mitigating threats. - Critically evaluate assigned portfolios, identifying and assessing emerging risks. - Drive continuous improvement of credit risk processes and standards for assigned entities. - Oversee and validate corrective action plans for identified issues, addressing concerns from control functions. - Lead the review and assessment of the Risk Appetite framework, ensuring its appropriateness, completeness, and usage trends. - Review, challenge and provide approval for the assigned portfolio credits and/or recommendations to more senior credit officers as needed. - Provide independent assessments on the accuracy and appropriateness of risk ratings and classifications for assigned portfolios. - Assist the Risk Head in orchestrating regional and/or global tasks using innovative techniques and methodologies. - Develop strategic plans to enhance the efficiency and effectiveness of the organization. - Innovate and optimize the decision engine capabilities of the collections process, ensuring optimal treatments for each account. - Collaborate with other credit risk families to support the best outcome for Citi, sharing and implementing best practices. - Manage relationships and expectations of external regulators, Regulatory reporting, Risk, Finance, and Accounting Policy. - Partner with the Risk organization to refine the process of defining, extracting, and utilizing data. - Make informed business decisions, considering risk assessment, the firm's reputation, and compliance with laws, rules, and regulations. - Enforce compliance with applicable laws, rules, and regulations, upholding policy and ethical business practices. - Manage and report control issues with full transparency, using advanced judgment and innovative techniques. - Owning relevant scorecards and underwriting frameworks. + Is an enthusiastic and early adopter of change; takes ownership for helping others see a better future and stay positive during uncertainty. + Demonstrates and inspires curiosity in seeking new ways to overcome challenges; actively applies learning from failures. + Challenges self and others to seek out and communicate alternative views even when unpopular; welcomes diverse ideas to improve outcomes. + Acts as a change catalyst by identifying and helping others see where new ideas could benefit the organization. + Proactively seeks to understand and act in alignment with organizational decisions; helps others prioritize team and enterprise success over their own personal agenda + Focuses on highest-priority work aligned to business goals; helps others effectively manage competing priorities. + Proactively identifies opportunities to streamline work; creates process improvements that enhance efficiency for self and the team. + Takes personal accountability for escalating, identifying, and managing potential risk; implements controls that enhance the client experience and operational effectiveness. + Anticipates problems and proactively identifies solutions that address the root causes and result in meaningful improvements. + Sets high expectations and invests the necessary effort to deliver excellence and exceed performance goals. + Role-models and helps others to do the right thing for clients and Citi in all situations, even when difficult + Engages key stakeholders early and often and actively looks for opportunities to improve collaboration in achieving common goals. + Proactively seeks out opportunities to volunteer in Citi programs that support the community; advocates for solutions that meet the needs of Citi's clients and the community. + Enthusiastically promotes the unique needs and preferences of colleagues; makes active commitment to help colleagues achieve balance, well-being, and development. + Leverages varied networks to recruit diverse talent; advocates for colleagues with diverse skillsets, styles, and experiences to gain career opportunities. + Empathetically listens and understands others' positions before acting on issues; works to amplify voices that are minimized in the workplace + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of teams and create accountability with those who fail to maintain these standards **Qualifications** : + 15+ years of experience - Requires a broad and comprehensive understanding of the credit risk field, recognized as a subject matter expert. - Demonstrated thought leadership, developing new techniques, methodologies, and approaches for credit risk management. - Proven track record of innovation and groundbreaking developments in credit risk assessment and mitigation. - Expertise in evaluating complex issues with substantial impact, utilizing in-depth quantitative and qualitative analysis. - Ability to drive change within and beyond the organization, shaping operational strategies and influencing industry standards. - Exceptional communication skills, including clear articulation, effective presentation of complex information, and empathetic response. - Advanced skills in mediating disputes and advocating for organizational interests with high-level stakeholders. - Capability to challenge established norms and pioneer new approaches in complex domains. - Proven ability to guide decision-making processes and implement technical solutions effectively. **Education** : Bachelor's/University degree, Master's degree preferred This Director (C-15) position will be a Risk Manager on the North American Regional Credit team, reporting to the Global Head - Commodities Risk, and be responsible for: 1) Risk Managing Commodities credit exposures. 2) Risk Approving new Commodities credit exposure transactions. Candidates should have Senior Credit Officer (SCO) experience. The position will interact heavily with Citigroup's Commodities organization, as well as Corporate Banking, Institutional Credit Managment, and other product/markets groups in pursuit of its portfolio management and credit approval duties. Key responsibilities: + Maintain and manage a portfolio of credit exposures (including IG and NIG counterparties) to Citi's North American Commodities clients in compliance with Citigroup's policies, procedures and best practices + Provide credit risk approval for new transactions and periodic credit reviews as a Senior Credit Officer (SCO). Transactions include structured and regular-way commodities trades. + Partner and collaborate closely with Citi relationship and product organizations + Maintain adherence to single name and portfolio concentration limits + Participate in scheduled and ad-hoc Commodities portfolio stress testing + Communicate clearly with Citi Markets and Relationship Management organizations, particularly with respect to constructive review and challenge of transactions not to be approved, modification to structure or additional due diligence/conditions to approval) + Ensure appropriate credit terms in transaction legal documentation + Advise and make concise approval recommendations to senior management + Interact directly with Internal Credit Review, Intenral Audit, and relevant regulatory authorities during their periodic and ad-hoc reviews + Mentor and guide junior team members + Co-manage troubled assets with Special Assets colleagues + Work with Risk colleagues on risk mitigation at both inception of transactions and on an ongoing basis ------------------------------------------------------ **Job Family Group:** Risk Management ------------------------------------------------------ **Job Family:** Credit Risk ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Houston Texas United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $170,000.00 - $300,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Analytical Thinking, Credible Challenge, Financial Analysis, Governance, Policy and Procedure, Policy and Regulation, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Oct 22, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA * Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance) * Assist FAs/PWAs/teams in delivering against their business plan and client service model * Remaining current on all policies, procedures and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Palantir Technical Lead Downtown Houston (Hybrid, 4 Days Onsite) Job brief Citi Resources is seeking an experienced Palantir Technical Lead for our client in the Waste Management industry. This role is based in downtown Houston, requiring four days onsite per week. The Palantir Technical Lead will serve as the technical authority for Palantir software implementations across the organization. This role involves leading the design, development, and deployment of Palantir solutions, ensuring they meet business requirements while leveraging the platform's full potential. The Technical Lead will collaborate with cross-functional teams to drive technical strategy, oversee complex integrations, and mentor junior staff. Responsibilities: 1. Technical Strategy and Solution Design Develop and implement technical strategies for Palantir Foundry that align with business objectives and IT standards. Lead the design and architecture of Palantir solutions, ensuring scalability, security, and data integrity. Collaborate with stakeholders to define technical requirements and ensure solutions meet business needs. 2. Technical Leadership and Mentorship Provide technical guidance and mentorship to junior engineers and analysts working on Palantir projects. Conduct code reviews and ensure adherence to best practices in data modeling, integration, and analytics. 3. Integration and Deployment Oversee the integration of Palantir with existing systems and data sources, ensuring seamless data flows and minimal downtime. Manage the deployment of Palantir solutions across different environments. 4. Problem Solving and Support Troubleshoot complex technical issues with Palantir implementations, collaborating with Palantir support teams and internal IT for resolution. Develop and implement performance optimization strategies to improve data processing efficiency and user experience. Ensure compliance with security standards and data governance policies. Required Qualifications: 1. Technical Expertise: Advanced proficiency in Palantir Foundry, including data modeling, data integration, and data analytics. Strong programming skills in languages like Python, SQL, and experience with data visualization tools. Familiarity with cloud platforms (AWS, Azure) and CI/CD pipelines. 2. Leadership and Communication: Proven ability to lead technical teams and mentor junior engineers. Excellent communication skills to explain complex technical concepts to both technical and non-technical stakeholders. 3. Analytical Skills: Ability to analyze complex technical problems and develop effective solutions. Expertise in data quality assessment and performance optimization. Preferred Qualifications: Palantir Certified

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: * Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products * Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program * Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers * Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience * Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals * Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions * Understand and comply with Citibank policies, standards and procedures * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 0-2 years of relevant experience * Previous banking, retail, or sales experience preferred * Knowledge of Smart Banking tools and technologies * NMLS registration; Safe Act compliant * Consistently demonstrates clear and concise written and verbal communication skills Education: * Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Consumer Sales * ----------------------------------------------------- Job Family: Branch Sales * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Pasadena California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $58,190.00 - $81,210.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 09, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.