Chubb jobs in New Haven, CT - 96 jobs

Join Chubb as a Financial Lines, Private/Not-For-Profit Underwriter and become part of a recognized leader in the management liability market. In this role, you will contribute to Chubb's reputation for expertise and innovation by underwriting new business for Private and Not-For-Profit clients. You will assess and structure solutions for a range of management liability products, including Directors & Officers (D&O), Crime, Employment Practices Liability (EPL), Fiduciary, and Kidnap & Ransom (K&R). This position offers the opportunity to work with a diverse portfolio of clients and producers, leveraging Chubb's advanced underwriting tools and broad distribution channels. You will play a key part in maintaining Chubb's high standards for customer service and risk management, while supporting the profitable growth of our Financial Lines Division. If you are looking to build your career with an industry leader known for its stability, expertise, and commitment to craftsmanship, Chubb offers a compelling next step. Responsibilities: * Drive profitable growth by generating new business for Private/Not-For-Profit management liability products, including D&O, Crime, EPL, Fiduciary, and K&R * Underwrite and analyze new business submissions in accordance with established guidelines and risk appetite * Conduct financial analysis to assess risk and determine appropriate terms and pricing * Deliver exceptional customer service and maintain strong relationships with producers and clients in the assigned region * Support both traditional and digital distribution channels for new business opportunities * Ensure compliance with underwriting standards and company policies * Utilize automated systems for underwriting, claims analysis, and communication * Collaborate with internal teams to achieve divisional goals and enhance the customer experience * Proven multi-tasking, prioritizing and time management skills * Strong computer proficiency including the ability to process a large volume of business daily * Demonstrated financial and analytical skills with the proven ability to make expedient and sound decisions * Strong track record in delivering timely quality service to internal and external customers * Demonstrated success in negotiation and building collaborative relationships * Works effectively as part of a team; ability to balance team and individual goals * Demonstrates flexibility by handling day-to-day uncertainties while adapting to new technology * Strong oral and written communication skills * Customer service and/or insurance experience preferred * Goal oriented and results driven * Strong analytical skills required with the proven ability to make expedient and sound decisions, as well as taking initiative * Ability to sell and negotiate to achieve bottom line profitability Experience & Education: * Bachelor's Degree in finance, business or sales/marketing is preferred

128834 Zurich North America is seeking a results-driven **Strategic Acquisition Executive** to support the acquisition of new F&I Mega dealer accounts. You will be a critical part of our newly formed F&I Large Account Acquisition team, which is focused exclusively on signing new, high-value F&I relationships. Working closely with the Head of F&I Strategic Acquisition and Mega teams you will drive opportunities through the pipeline, deliver compelling proposals, and oversee a smooth transition to local teams post-signature. This position reports to the Head of F&I Strategic Acquisition and we are open to the location anywhere in the United States with travel expected. **Key Responsibilities:** + Collaborate with sales team colleagues (Divisional F&I Managers, F&I Executives, and Account Executives) to identify and qualify F&I Mega dealer prospects across the U.S. + Assist in crafting compelling proposals tailored to each prospect, including gathering relevant data, coordinating input from stakeholders, and supporting presentation delivery. + Act as a liaison between sales and underwriting to ensure alignment and consistency in messaging and strategy during the acquisition process. + Support the Head of F&I Strategic Acquisition in managing the signing process, ensuring all necessary documentation such as the Dealer Agreements are completed accurately and on time. + Work with local teams to ensure a smooth dealer kickoff and facilitate a seamless transition from acquisition through onboarding. + Maintain detailed records of acquisition activities, timelines, and outcomes using Salesforce and other internal tools. Required Qualifications: + Bachelors Degree and 4 or more years of experience in the Sales area OR + High School Diploma or Equivalent and 6 or more years of experience in the Sales area OR + Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Sales area Preferred Qualifications: + Demonstrated success acquiring accounts with a track record of sales success + Experience working within a team environment to exceed shared goals + Deep expertise in F&I and Automotive industry + High motivation to drive business growth + Exceptional presentation, collaboration, and communication skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply-your unique background matters to us.The annual salary range, based on performance under the sales incentive plan for this role is $64,600.00 - $105,900.00. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here .] **Why Zurich?** At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment-so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500 . Join us for a brighter future-for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. **Please note:** Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Remote Work (US), AM - Delaware Virtual Office Remote Working: Yes Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-KJ1 #LI-REMOTE EOE Disability / Veterans

Registered 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 Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile Confirm authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors Prepare financial plans, client reports, and other materials for client meetings Review and take appropriate action on client account alerts OTHER: Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls Perform administrative duties that support Financial Advisors in daily business practices, includingbut not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred High School Diploma/Equivalency College degree preferred Knowledge/Skills Strong industry, product, and branch procedures knowledge Exceptional writing, interpersonal and client service skills Detail oriented with superior organizational skills and ability to prioritize tasks Strong computer skills and knowledge of Microsoft Office products Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Reports to: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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. Expected base pay rates for the role will be between $52,600 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. 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 Operations Supervisor /Manager position oversees a team of Underwriting Associates in support of our Commercial Insurance underwriting team. The Operations Supervisor will collaborate with NA /Field Operations leadership and CI Underwriting leadership to provide superior customer service, quality and workflow/process management. The role will include training/ development and management of a UAA team. The ideal candidate will have a working knowledge of Chubb Systems and Workflows/Processes. This position will be based in both New Haven, CT and White Plains, NY, with responsibilities divided between the two locations. Position Responsibilities: People/Performance Management Oversee UAA team to meet/exceed NA Operations performance metrics Develop UAA Talent through oversight of training and development planning/execution/monitoring Collaborate with CI UW counterparts to assure mutual priorities are achieved Actively engage with direct reports to provide coaching on performance to develop UAA skills/competencies. Address performance issues promptly through the performance improvement process. Deliver regular, results driven feedback tied to performance goals/metrics. Maintain an open and collaborative engagement with staff that encourages diversity of thought Assure adoption of standardized UAA Role/Responsibilities and adherence to corporate workflows. Assure timely completion of performance reviews, goal setting and compensation administration Create and execute plans to retain high potential employees Process Management Assure team adherence and compliance with established processes/workflows and roles. Assure team adherence to underwriting/regulatory/Compliance guidelines, and quality goals. Review and communicate all process/workflow changes/enhancements and assure UAA adoption. Review workflows and escalate any process improvement suggestions to Regional Ops Manager. Monitor and oversee workload capacity of each team member and allocate resources appropriately to meet business needs. Assure UAA adoption of Corporate automation strategies Service Management Oversee process to assure all service delivery goals are met Act as point of contact for CI business partners regarding operational process, service and people management Demonstrated familiarity /use of key metric tools to monitor and manage our service deliverables Assure active engagement with all business partners to assure service and quality results are maintained, and Workflow and Process and resources are effectively deployed. Financial Management Utilize CI Ops/UW Reporting systems/tools to oversee business (Vision, CMR, Tracker, Clean Close) Oversee reporting on premium bookings for assigned departments Ensure timely transfer of eligible business to underwriting center to maximize branch resources Partner with CSSC to resolve collection/billing issues Oversee timely resolution of WC Bureau Crits to eliminate fines Advanced PC Skills: Advanced knowledge of Microsoft suite with emphasis on Microsoft Outlook and Excel. Advanced internet navigation skills and working knowledge of all key operational workflow/process reporting tools. Excellent verbal and written communication skills. Strong interpersonal skills and ability to establish and maintain effective working relations with internal and external partners in a multi-cultural environment. Demonstrated results orientation with ability to problem solve and provide solutions. Strong business acumen and critical thinking skills which lead to confident decision making Ability to learn quickly, prioritize work, and perform within time constraints. Ability to work independently within a team/group environment with ability to collaborate with others and influence peers/drive Operational priorities. Ability to manage remote staff Ability to adapt to fast paced environment Ability to lead /influence team to meet business priorities. Education and Experience: Associates Degree or equivalent, 4-Year degree preferred Minimum of 5-7 years relevant insurance/supervisory experience The pay range for the role is $79,200 to $112,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

Chubb is currently seeking an Assistant Vice President, Lost Time Workers' Compensation Claim Manager for our Northeast, New York, and New Jersey Region. The AVP Manager will be responsible for leading a team of Workers' Compensation professionals in the delivery of the highest quality claim work product while meeting all internal and external compliance requirements for the jurisdictions of Vermont, New Hampshire, Massachusetts, Rhode Island, Connecticut, New York and New Jersey. The position will report to the Workers' Compensation Regional Claim Leader and reside in our New Haven, Connecticut office. Duties & Responsibilities: Ensure the delivery of timely and effective claims service through supervision of a team of examiners and technical assistants at various experience levels Train, mentor and develop staff who are at different stages of their career and experience levels Provide advanced technical guidance on claim investigation, reserving, medical, disability and litigation management, case resolution and settlement strategies Utilization of advanced analytics and metrics to manage team efficiently and effectively Understand jurisdictional compliance requirements and ensure the team is meeting or exceeding the standards Actively participate in claim committees, account file reviews and project teams to address internal workflows, systems, and compliance issues Demonstrate highly developed analytical, problem-solving and negotiation skills Develop and maintain strong business relationships with internal and external customers to enhance Chubb's brand in the marketplace Partner with underwriting, claims business consultant and claims teams to enhance and manage marketing initiatives and customer service commitments Exhibit strong business acumen to internal and external customers by providing accurate guidance on statutes, regulations, coverages, and service issues Effectively control the use, work product and expenses of outside vendors Coach team toward effective collaboration with internal resources like Regional Claims Specialist, regional and local nurses, SIU, Recovery and Claims Ops Exercise leadership by conducting reviews of examiner and technical assistant work product and teamwork efforts to deliver well written, supported performance management feedback and reviews Show exceptional performance management skills by providing timely coaching and feedback and creating meaningful business goals and development plans Model exceptional management skills at collaboration, influence, strategic focus, flexibility, communication, and accountability Positively influence the team environment to maintain a high level of employee engagement Leverage knowledge transfer and training skills for effective staff development toward their personal success and career advancement Work autonomously within granted authority level Technical Skills & Competencies: Strong proficiency in all areas of Workers' Compensation claims adjusting In depth knowledge of New York jurisdictional nuances is a must and additional Northeastern jurisdictions is a plus High level of accuracy with claim financials: benefit/bill payment, coding, reserves, and inventory management and then impact of claims transactions on customers Advanced understanding of Claim Best Practices and Business Analytics Ability to incorporate analytical data into team management Exceptional negotiation skills and resources that will influence team results Strong business acumen and understanding of the fundamental components of Claims, Underwriting, agency relationships, industry strategies and trends Extensive knowledge of insurance contracts, investigation techniques, legal requirements, and insurance regulation Exceptional oral, written, and presentation skills that positively influence a wide audience within and outside the Claim department Ability to promote open communication that fosters an environment of continual learning, staff development and team collaboration Track record of success in coaching and developing staff An ability to be flexible, imaginative and to work well in teams Exceptional organizational, prioritization and time management capabilities Innovative thinker with ability to multi-task, plan, and delegate appropriately Experience, Education & Requirements: Minimum 5+ years of experience in handling Workers' Compensation claims Prior supervisory experience required Ability to handle claims in multiple jurisdictions and within compliance standards AIC, RMA or CPCU completed coursework or designation(s) are a plus If you do not already have one, you will be required to obtain an applicable resident or designated home state adjusters license and possibly additional state licensure.

As a Product Analyst/Business Solution Analyst with our Digital Commercial Insurance Small and Lower Middle Market (SLM) domain, you will have the opportunity to form a powerful partnership with senior leadership in both business and operations, influencing business strategy by designing effective user experiences and comprehensive solution architectures that drive success. Your collaboration with IT will be key to ensuring that our applications and infrastructure are perfectly aligned with our operational goals and process improvements. Reporting directly to our Domain/Sub-Domain Lead, you'll have the chance to work directly with a leader responsible for overseeing a specific area of our business, ensuring that all strategies and operations within that domain are aligned with the broader company objectives. Joining our team in this role places you at the heart of innovation and strategic development, making a tangible impact on the company's future. In this role, you will: Lead the elicitation and documentation of business requirements, creating user stories for prioritized projects with a focus on user experience and agent facing platforms Collaborate with Digital Underwriting leadership and others across SLM to refine user stories prioritized by Product Owners (POs), ensuring a clear understanding of business objectives and outcomes Establish and maintain collaborative relationships with cross-functional teams, including Underwriting, Operations, Technology, Marketing, Regulatory and Compliance and other key business functions Identify and help architect business capabilities across People, Process, Partners, and Technology, leveraging Agile principles to enhance organizational effectiveness Support the Product Owners within an Agile framework, managing Epics, Features, and User Stories that translate business requirements into actionable IT deliverables and that are aligned to business outcomes Strategically design, sequence, and execute business projects that advance the business strategy, ensuring the architecture remains focused on delivering value Collaborate with business teams to develop practical solutions from project concepts, ensuring alignment with IT capabilities for successful outcomes Build strong relationships with senior business, IT, and operations leadership to collaboratively drive execution of the business strategy and develop investment proposals Guide IT analysts and business subject matter experts on project initiatives, providing oversight to ensure alignment with business objectives Comprehensive understanding of business operations, strategies, processes, data analysis, capabilities, enabling technologies, and governance structures P&C Insurance experience preferred and line of business knowledge a plus Proficiency in identifying structural issues within the organization, understanding functional interdependencies, and resolving cross-silo redundancies to enhance efficiency Ability to apply architectural methods, principles, and tools effectively to business challenges, promoting Agile delivery and continuous improvement Experience visualizing and constructing high-level models and diagrams to support analysis and strategic planning for business architecture evolution Extensive experience in planning and implementing business or IT initiatives, with a preference for a blend of both Exceptional communication skills, both written and verbal, with a talent for creating visual representations of complex ideas for stakeholders Proven ability to act as a liaison between business units and IT, effectively communicating requirements, data constraints, business rules, processes, and responsibilities Capability to influence stakeholders at all organizational levels and fostering consensus-driven solutions The pay range for the role is $100,000 to $140,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

* Independently manage a litigation docket consisting of coverage litigation matters involving casualty policies issued to commercial insureds in all fifty states and abroad; * Supervise and partner with outside counsel to ensure high-quality written work product is filed on behalf of the AIG member insurance companies; * Make strategic decisions with a focus on consistency and the big picture; * Proactively develop case resolution plans and recommendations; * Evaluate and make smart, sensible recommendations regarding the filing of potential coverage litigation on behalf of the AIG member insurance companies; * Collaborate with our business partners on strategic and financial decisions, and to provide coverage advice in advance of litigation; * Lead presentations to management and our stakeholders on coverage advice and case strategy; * As necessary, travel for mediations, trials, and oral arguments; and * Assist with the management of Assistant General Counsels. Education/Experience: * At least 9+ years of litigation and insurance coverage experience required * Major law firm experience strongly preferred; * J.D. from an accredited law school and strong academic credentials; * Admitted to practice in at least one state; * Litigation experience should include preparing witnesses for, taking, and defending depositions, as well as drafting and arguing dispositive motions; and * In-house experience nice to have To succeed in this position, the successful candidate must possess the following skills: * Strong initiative and work ethic; * Focused attention to detail and honed analytical skills; * Superior oral and written communication skills; * Strong interpersonal skills; * Ability to be a self-starter and work independently; * Flexibility and a willingness to adapt to changing needs of the organization and/or business clients; * Excellent organizational and time management skills, including the ability to manage competing priorities in a fast-paced environment; * Ability to deliver creative and well-reasoned plans to resolve challenges and to execute on such plans; * Ability to thrive in an environment where coordination and teamwork is a priority while also being committed to individual accountability and results; * Ability to motivate and supervise paralegal and administrative staff; * Willingness to be mentored and trained to meet the needs of the organization; and * Sound legal and business judgment. The base salary range for this position is $155,000-$185,000 and the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. In addition, we're proud to offer a range of competitive benefits, a summary of which can be viewed here: US Benefits 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 *********************. Functional Area: LG - Legal, Regulatory & Gov't Affairs AIG Claims, Inc.

Chubb Limited is currently seeking a Senior Underwriting Associate to join the Financial Lines Global Accounts Branch within Global Services located in Simsbury, CT or Philadelphia, PA. The Underwriting Associate (UA) will contribute to the achievement of the Global Services Branch goals as well as corporate goals relating to the growth, profit, renewal retention, service and producer/client management. The branch is responsible for Financial Lines U.S. policies which are part of an overall account managed on behalf of Chubb's international zones. The UA will perform research and investigation specific to the binding and policy issuance of an assigned book of business (including but not limited to, Quote and IMP review, Loss Runs Requests, Broker of Record Changes, Endorsements and Systems Maintenance as related to these functions). The UA will correspond with both local U.S. producers and underwriters as well as overseas underwriters to coordinate the accounts being sent to the Processing Center by completing all necessary templates or work orders for issuance instructions. The UA is responsible for electronic file integrity; ensures internal and external service standards are met to achieve a high level of customer satisfaction. This position requires no Underwriting authority. Roles/Responsibilities Reviews all Local Policy Implementations against the related quotes or endorsement requests, researches and investigates any inconsistencies of information, and ensures accurate binding and issuance instructions to the Processing Center. Compiles and indexes all correspondence applicable to the account in the related customer file. Coordinates account processing and servicing by preparing templates and work orders of issuance instructions. Coordinates the booking and issuance process with the Processing Center by responding to all questions or pushback received from the Servicing Team. Researches and responds to Producer and Overseas Underwriter inquiries and escalates as necessary Serves as an additional point of contact for internal and external customers on account related matters and escalates as needed Ensures MAX and other tracking systems are updated timely and within service standard metrics. Serves as back up to other Underwriting Associates within the Fin Lines Team Handles all additional functions as assigned by management, (additional functions may include Meeting Minutes Minder; SharePoint repository maintenance; AI Champion. Duties require the application of strong observational skills and to take appropriate action as a result of these observations. The selected candidate must also be detail oriented, be proficient at multi-tasking, and possess strong organizational skills. In addition, the individual must demonstrate: Ability to work both independently as well as operate and contribute positively in a team-based environment Possess strong verbal and written communication skills. Superior time utilization, desk management skills. Ability to research, think critically, analyze, prioritize, take initiative, problem solve, and work under pressure to meet critical deadlines Ability to respond to changing business priorities Ability to take multiple tasks to completion in any given workday Ability to track assignments and follow through with others as necessary Ability to compile, evaluate and interpret detailed information and data Must be organized, energetic, and easily adaptable to change Strong data entry and computer skills; proficient in Microsoft Word/Excel/Outlook DESIRED QUALIFICATIONS: 2+ years of prior insurance underwriting support experience. Knowledge of Financial Lines Products and Forms, such as D&O; E&O and Cyber Knowledge of electronic systems, basic Underwriting and rating principals The pay range for the role is $54,000 to $76,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Global Technical Engineering Specialist 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 Risk Engineering Through our global, world-class engineering capabilities, AIG provides risk engineering and specialist services to help identify and reduce risks at AIG insured clients and properties. We perform comprehensive risk evaluations and recommend solutions that combine cutting-edge thinking and common-sense practicality to avoid or mitigate exposures. Our mission is to make a difference that directly contributes to our customers' success. We also actively participate in, and contribute to, the development and fine-tuning of industry standards and codes. How you create an impact: Contribute to the development of technical risk engineering guidelines, bulletins, processes, and tools. Maintain current industry knowledge of losses and research of new technologies and emerging risks. Assist with complex technical property questions and plan reviews. Conduct research for technical issues where there is limited or no industry guidance and work in conjunction with Head of Technical Services, Chief Underwriting Office, and Risk Engineering Leadership to determine AIG's stance on the topic. Lead training and development within risk engineering, underwriting, and external clients and organizations. Manage training enrollment and participation records. Manage the training and technical guideline libraries. Work in conjunction with Head of Technical Services and Risk Engineering Managers to support development of systems and process efficiencies. Maintain and provide oversight of the development of risk engineering tools. Participate in external technical and industry groups (NFPA, CFPS, etc.) What You'll Need to Succeed Bachelor's degree in Science, Technology, Engineering or Mathematics or equivalent industry knowledge Minimum fifteen (15) years of highly protected risk, specialized industry and/or boiler and machinery field experience Knowledge of a wide range of commercial property occupancies, including light hazard and heavy industrial occupancies Strong communication skills-both oral and written Ability/willingness to travel to client and account meetings as well as technical conferences on occasion as requested. Soft Skills: Highly motivated and works well without close supervision. The individual must be able to make decisions with and without established guidelines and to provide technical support to risk engineers, underwriters, and clients. Ability to work closely with various Global Head of Technical Services, Account Teams (including Account Engineers) and Underwriters Ability to multi-task and complete assignments on-time. Hard Skills: Professional Engineer, Certified Fire Protection Specialist Designation, or similar (desired but not required) Ability to perform reviews of buildings and other structures. Ability to read risk reports, construction drawings, diagrams, printed materials. Familiarity with NFPA, FM, and other industry standards Additional Requirements: Ability to perform physical activities required for the position (i.e., be on feet and walking 8-10 hours a day, safely work at heights) Ability to understand and appreciate safety training specific to numerous workplace and construction hazards. Ability to lift and carry materials and equipment up to 50 lbs. Ability to wear safety equipment required for the position if mentoring at survey (hard hat, safety shoes, safety glasses and hearing protection) Ability to perform physical activities required for the position. Ability/willingness to be on-line on Teams (and green when not in meetings) daily when working as part of an immediate-access support team. Join us as a Global Technical Specialist-Property to play a crucial frontline role that will make the most of your technical expertise. 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 *********************. Functional Area: UW - UnderwritingAIG PC Global Services, Inc.

Position Overview: responsible for financial reporting and financial projections for the reporting segment and for delivering meaningful analysis to Senior Management in support of decision making. This role requires excellent analytical and problem solving skills, strong ability to leverage technology as well as good communication and presentation skill. Duties and Responsibilities: Financial Planning & Analysis: Model financial projections (annual budget and re-forecast) for the reporting segment, including revenue and expenses projections based on assumptions provided by Senior Management. Present and analyze projections, including variance analysis, scenario modeling, and sensitivity analysis. Collaborate with cross-functional teams, including underwriting, claims, operations, and actuarial departments. Financial Reporting and Analysis: Prepare and present accurate and timely financial reports (including executive commentary) to Senior Management and other stakeholders. Monitor and analyze financial results and key performance indicators (KPIs). Work closely with other members of the finance & accounting team to ensure compliance with accounting standards, company controls & policies, and regulatory requirements. Perform accounting duties including reconciliation and ledger entries. Qualifications Bachelor's degree in finance, Accounting, or related field. Accounting certification such as CPA is preferred. Minimum of 5 years of progressive finance experience, with a focus on financial planning and analysis, within the reinsurance industry, Strong command of reinsurance industry concepts, terminology, and financial metrics. Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights. Strong communication and presentation skills, with the ability to effectively communicate financial information. Experience in collaborating with cross-functional stakeholders. Technical Competencies: Proficiency in PeopleSoft is a plus Understanding of PeopleSoft queries and reporting tools to extract and analyze financial data effectively. Journal Entries. SQL for Sub-Ledger Analysis: Be able to extract, manipulate, and analyze data from sub-ledgers, databases, or data warehouses. Knowledge of creating SQL queries for financial analysis, reconciliations, reconciling sub-ledgers to general ledger, and validating data integrity. Ability to write SQL code for ad hoc reporting needs, financial data reconciliations, and automation of financial processes. Advanced Excel Skills: Proficiency in advanced Excel functionalities, including Power Query, to extract, transform, and load data from various sources. Strong knowledge of Pivot tables, data visualization, and spreadsheet modeling techniques to analyze and present financial data effectively. Experience in developing Excel-based financial models, macros, and automation of repetitive tasks.

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, 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 their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the service team, provide coverage for an FA/PWA/team including: * Cultivating relationships with business partners and colleagues internally and externally * Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups * Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity * Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members Business Development Support: * Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management * At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity * At the request 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 the client and/or FA/PWA/team, assisting with research using firm-approved systems Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley Wealth Management Associate Job Description * At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS: Education and/or Experience * 5+ years of work experience in a field relevant to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * 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: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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. Wealth Management Associates located in Connecticut receive an annual salary ranging from $48,000 to $92,600. In addition, Wealth Management Associates receive overtime pay for all time worked in excess of 40 hours in a workweek, calculated by multiplying the employee's regular hourly rate of pay by one-and-a-half. Morgan Stanley also offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about the firm's benefit offerings. 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).

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. Under minimal direction, initiates and manages suspected fraudulent underwriting and insurance premium investigations involving the highest complexity matters. Provides advice, direction, and support to underwriters, auditors, business unit leadership, corporate investigations and other stakeholders across the organization on the detection, investigation, and litigation of suspected underwriting matters. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: * Leads the detailed analysis and completion of thorough and timely investigations of suspected underwriting fraud by following Best Practice Guidelines and collaborating with business stakeholders. * Develops and executes investigation strategy either independently or in collaboration with underwriting professionals, counsel, experts, insureds, and other stakeholders. * Manages investigation activities independently and/or coordinates/oversees vendor service partner activities in the field. * Maintains detailed, accurate and timely case records by following established Best Practices for file documentation and by creating comprehensive reports of investigative findings, and conclusions. * Makes recommendations for resolution by presenting evidence-based findings and proposing solutions of moderate to complex scope. * Identifies opportunities and participates in the design and implementation of process or procedural improvements. * Leads or directs efforts to build and enhance and oversees organizational capabilities by developing and delivering fraud awareness or regulatory compliance training and mentoring SIU staff. * Leads or directs the preparation of cases for appropriate reporting to outside agencies; leads or directs pursuit of criminal or civil actions through gathering and documenting relevant data, organizing and summarizing facts and testifying on behalf of the company in civil or criminal matters. * Continuously develops knowledge and expertise related to insurance fraud by keeping current on related law, regulations, trends, and emerging issues and participating in insurance fraud or related professional associations. May perform additional duties as assigned. Reporting Relationship Typically Manager or Director Skills, Knowledge and Abilities * Solid knowledge of property and casualty claim handling practices * Strong technical knowledge of practices and techniques related to investigations and fact finding. For roles focused in an area of specialty (medical provider investigations), strong technical knowledge of respective specialty practices is required. * Strong interpersonal, oral, and written communication skills; ability to clearly communicate complex issues * Ability to interact and collaborate with internal and external business partners, including outside agencies * Ability to work independently, exercise good judgment, and make sound business decisions * Detail oriented with strong organization and time management skills * Strong ability to analyze complex, ambiguous matters and develop effective solutions * Proficiency with Microsoft Office applications and similar business software, and understanding of relational databases information querying techniques * Ability to adapt to change and value diverse opinions and ideas * Developing ability to implement change * Ability to travel occasionally (less than 10%) Education and Experience * Bachelor's degree or equivalent professional experience. * Minimum of three to five years of experience conducting investigations in the area of a) insurance fraud, b) law enforcement, c) civil or criminal litigation, or d) similar field. * Professional certification or designation related to fraud investigations strongly preferred (e.g., CFE, CIFI, FCLS, FCLA, or similar). #LI-AR1 #LI-Hybrid 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 $54,000 to $103,000 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 ***************************.

The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsibilities: Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. Anticipate events in a client's life and business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. Effectively manage client expectations regarding what can and cannot be executed on their behalf. Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. Uncover needs that are not articulated or clearly expressed by the client. Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. Help clients achieve broad financial/investment goals related to the creation and management of wealth. Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs. Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives. Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. Establish a referral network and gain introductions to potential clients which generate new sales. Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank. Help team members acquire the experience necessary to establish credibility with clients and intermediaries. Demonstrate strong commitment to team success and place team goals above personal achievement. Encourage team members to work together to deepen client relationships and exceed sales goals. Align complementary experiences and skill sets of team members to maximize client effectiveness. Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues. Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate. Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. Ensure strong controls and effective operational and administrative services. Set an example of behaviour to all staff. Partner with colleagues across the Citi network to leverage capabilities and share expertise. Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi. Ensure clients are presented with seamless execution of internal processes and Citigroup services. Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution. Understand and communicate the risk involved with various investment strategies. Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity. Persevere in delivering what is promised, even when obstacles arise. Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability. Understand the broad array of products and services under the Citi umbrella. Apply an in-depth level of knowledge in key investment and financing products. Develop expertise to identify business opportunities and address the unique needs of specific client segments. Keep abreast of financial industry developments and current global market conditions. Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism. Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues 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: 15+ years of experience Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Education: Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ Job Family Group: Private Client Coverage ------------------------------------------------------ Job Family: Private Banker ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Greenwich Connecticut United States ------------------------------------------------------ Primary Location Full Time Salary Range: $200,000.00 - $500,000.00 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 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 17, 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.

The Branch Administrator (BA) is responsible for providing overall administrative support for the Branch, including assisting the Branch Manager in connection with matters affecting the Branch facilities, Financial Advisors, and Support Staff. The BA may be responsible for multiple branch locations at the direction of the Complex Management team. As a BA, you must act as a culture carrier as it relates to the core values of the firm. This role enables you to learn about all aspects of the business at a high level, and the wide range of responsibilities presents opportunities to grow skill sets and progress your career within the business. DUTIES and RESPONSIBILITIES: Expense Management Support Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expense requests to ensure compliance with Firm policy utilizing online business systems Coordinate events and meetings for the Branch, including all pre-approvals, event logistics/planning and accounting for meetings including employee, management, Councils, National Sales partners, external wholesalers, and others as directed Work with Accounts Payable to manage invoices, vendor set up/maintenance, payment reconciliations or issues Maintain and review Branch finance and expense management information in collaboration with CBSO and/or Business Service Officer (BSO) Management Support Navigate the firm's resources and act as a liaison with Complex Administrator in addition to other various internal and external business partners, including managing requests and escalating as needed Provide organizational support for Human Resources by leveraging associated HR systems (I-9 processing, New Hire onboarding, internal transfers and employee termination paperwork) Proactively participate in firm initiatives directed by local management Communicate and manage firm initiatives for the Branch (e.g., Global Volunteer Month, Annual Appeal) as well as regional and Complex initiatives as directed Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness (including licensing requirements for Branch personnel) Facilitate and/or conduct ad hoc projects, training, and events for the Branch as necessary Office Administration Support Perform administrative functions for Branch Management team, including telephone coverage, business travel arrangements, coordination of internal and external meetings & events, and file & calendar maintenance Serve as a point of contact for Branch facilities management and maintain up-to-date office utilization information in the internal firm system Serve as a point of contact for personnel needs (e.g., benefits enrollment, registration/licensing, and communication of policy and updates as it relates to HR and Registration matters), Serve as a point of contact for local administrative tasks (e.g., Alternative Flexible Grid (AFG) checkpoints, CPR/AED training and certifications, annual certification of registrations and market data expenses) Lead office management efforts, including maintaining office supplies, ordering business cards and stationery, maintaining business continuity plans and acting as the primary point of contact for the associated Rapid Notification System Assist with firm remediations as needed Act as a point of contact for technology projects, migrations, equipment installs/ replacements Coordinate with Complex Administrator as it relates to Complex driven projects and initiatives and ensuring back-up Administrator coverage Administer other duties as delegated by the Complex Management Team (Complex Manager, Associate Complex Manager, Complex Business Service Officer, Sr. Complex Risk Officer) EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Two or more years of related experience is a plus Knowledge/Skills Strong computer skills and knowledge of Microsoft Office Excellent verbal and written communication skills, including telephone coverage Strong time management skills Demonstrates good judgement Exceptional interpersonal and client service skills Detail orientated with superior organizational skills Ability to prioritize work Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Proactive or self-starter Ability to be discreet and maintain confidentiality on sensitive matters Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Reports to: Branch Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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. Salary range for the position: $55,000 - $95,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. 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).

We are seeking a proven information architecture leader and highly experienced Information Architect to join our global Data Organization, playing a pivotal role in advancing our digitization journey in alignment with the Enterprise data strategy. With a dual reporting relationship into our Global Head of Data Engineering and Global Architecture Officer, you'll have the opportunity to shape how information is used throughout our organization to drive business value. As our Information Architect, you will lead the design and governance of the information architecture, ensuring that information flows are properly classified, stored, accessible, managed, structured, and utilized effectively across various operational units to support business goals, enable better decision-making, and enhance operational efficiency. You'll be responsible for developing comprehensive information models that align with business objectives, establishing enterprise-wide information standards, creating extensive data models, and designing governance frameworks that connect our data ecosystem. Your role will encompass: Strategic Information Asset Optimization: Champion and drive the strategic reuse of information assets across the organization, ensuring efficient storage, retrieval, and integration of information across platforms. Implementation Oversight: Deliver expert guidance from project inception through delivery, directing data engineers, data visualization engineers, data modelers, and architects while maintaining awareness of emerging technologies and industry trends. Enterprise Architecture Leadership: Develop and implement a cohesive enterprise-wide information architecture strategy that supports business goals, digital transformation initiatives, and data governance requirements. Information Management Framework: Establish and maintain a robust information management framework with standardized taxonomies, metadata models, and information flows that align with business objectives and enable data-driven decision making. Data Architecture Design: Architect sophisticated information structures incorporating canonical data models, master data, and comprehensive taxonomies to facilitate seamless information sharing and integration across platforms. Business Partnership: Collaborate with executive leadership, business stakeholders, data stewards, security, digital, and engineering teams to ensure information architecture is fully integrated with overall enterprise solutions and business objectives. Data Governance Excellence: Mentor and coach data engineers and architects on data governance best practices, ensuring data integrity, quality, security, and compliance with industry regulations. 15+ years of proven experience designing, developing, and managing enterprise-scale data architectures, including data lakes, data warehouses, and cloud environments (preferably Azure) Bachelor's and/or Master's degree in Computer Science, Information Technology, or a related technical discipline required Proven experience in Python and modern data platforms such as BigQuery, Spark, Cloud SQL, DataProc, Cloud Storage, Dataflow/Data Fusion, Databricks, Snowflake & Microsoft Fabric Demonstrated experience in SQL/NoSQL databases, cloud databases, and data streaming technologies (Kafka) Significant experience in the insurance industry with working knowledge of insurance data standards (ACORD, OMG) and regulatory requirements Leadership: Demonstrated success leading cross-functional teams with a data-driven approach to achieving measurable business outcomes Strong understanding of business operations and the ability to translate business requirements into effective information architecture solutions Exceptional communication skills with the ability to articulate complex technical concepts to both technical and non-technical stakeholders Relevant data or cloud architecture certifications preferred (e.g., Microsoft Certified: Azure Solutions Architect Expert, TOGAF, CDMP) The pay range for the role is $170,000 to $220,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. PLACEMENT & DURATION Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has about $1.5 trillion in assets under management or supervision. With 1,419 investment professionals worldwide, and 55 offices in 24 countries, Morgan Stanley Investment Management is able to provide in-depth local knowledge and expertise while channelling the strength of our global presence and resources. To support the delivery of tailored, value-added investment solutions to clients our investment teams are organized by capability: Solutions & Multi-Asset, Real Assets, Active Fundamental Equity, Private Credit & Equity, Global Fixed Income, and Global Liquidity. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. The Distribution Management team based in London supports the International (EMEA and Asia) Sales organisation and Senior Sales Management. The Off-Cycle Internship is an opportunity to experience the culture and atmosphere in the Investment Management Division by taking on some of the responsibilities and functions of a Full-time Analyst for a short period. This internship will offer you an exciting and a dynamic work environment where you get to work alongside our diverse group of experienced professionals. The work that you do will be interesting and varied. The internship will commence in the September 2026 and typically lasts twelve months. TRAINING PROGRAM You will receive on-the-job training and benefit from working alongside experienced professionals on a variety of projects. RESPONSIBILITIES * Production of regular MI reporting * Resolution of queries from sales teams * Governance around sales practices * Development of new processes and reports to support the business * Ad hoc projects QUALIFICATIONS/ SKILLS/ REQUIREMENTS * You have graduated from university or able to take the time off to commit for a full time internship role for twelve months if you are currently in study * You demonstrate a keen interest in the financial markets * You are fluent in English, with excellent verbal and written communication skills. An ability to communicate effectively in multiple languages would be an advantage * You are adaptive, a leader yet team player, as well as a multi-tasker. * You can present your conclusions in a clear and well-structured manner * You are analytical with excellent attention to detail and well suited to working within a small team environment * You have good presentation skills What you can expect from Morgan Stanley At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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 is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Job Level Intern Program Off-Cycle Internship

Chubb Small Commercial Insurance (SCI) leverages superior underwriting expertise and world-renowned claims, account services, and financial strength to offer solutions for small businesses. Ideal candidate must be highly motivated to succeed, have strong communication skills both verbal and written, and have a strong desire to learn with a willingness to embrace change. This position is responsible for supporting the underwriting process for our online platforms for multiple lines of business which include but are not limited to: BOP, Commercial Auto, Workers Compensation, Cyber Digitech, and Umbrella. Major Duties & Responsibilities: Serves as first level of contact for agent inquiries, contract questions, pricing questions, system training needs, and post bind service requests within designated authority. Researches and gathers appropriate information and responds to those inquiries within established Service Level Agreements (SLA's). Communicates directly with agents both verbally (phone) and/or in writing (email) as required. When outside of designated authority or expertise, forwards to respective business team with supporting research and documentation. When within designated authority; evaluates, accepts, rejects, or modifies risks within established underwriting guidelines, authority, and compliance regulations. Complies with corporate standards, procedures, business strategies and rating plans. Assists with completion of post bind transactions including, but not limited to: new business, endorsements, BORs, rewrites, and cancellations as assigned. Utilizes Small Commercial Inventory Management systems and UW Services mailbox, along with additional technologies, to manage daily workload to meet Service Level Agreements with underwriters and agents. Builds and maintains a result-oriented relationship with the agents and underwriters to drive overall results including profitability, growth, and retention. Performs other duties as required to best serve customer, team, and management needs. Knowledge, Skills and Abilities: Knowledge and understanding of Commercial Property and Casualty insurance principles and practices. Strong Interpersonal skills-ability to establish trust and effective working relationships with others-both external and internal customers in a multi-cultural environment. Strong Communication Skills, including the ability to provide phone support to our agents and listen effectively; to confidently and diplomatically express decisions, outcomes, conduct training, etc. to our agents; and present effective written communication to varied audiences. Self-motivated; must be able to work independently and within a team/group environment and make logical decisions. Demonstrates initiative as evidenced by ability to organize and prioritize work. Exceptional understanding of principles and processes for providing excellent customer service. This includes meeting established time and quality standards ensuring customer satisfaction Proven analytical skills including the ability to identify and report problems or errors while working with significant amounts of detailed information. Outstanding attention to detail and organizational skills. Ability to use company's commercial rating and policy issuance systems and software programs (MS Word, Excel, and Outlook) needed to conduct daily business. Strong Knowledge of Duck Creek, Marketplace, and Small Commercial Inventory Management systems a plus. Education and Experience High School Diploma College Credits or Insurance Certifications, preferred

The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales team . The overall objective of this role is to lead a team grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. Responsibilities: Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts Create an environment through activity-based coaching and performance development and implement/execute coaching plan to develop employee's skill set to achieve personal/branch goals Develop and execute integrated sales, relationship, and credit strategies that are aligned with the Retail Bank's priorities, execute business plan to achieve expected goals in all business categories Support portfolio growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and monitor/adhere to operational controls Collaborate with branch partners to successfully achieve goals, build customer relationship and deliver customer service Leverage workforce planning tool to optimize staffing in branches and set expectations for branch staff, fostering an environment in which team members work together to achieve all business goals Integrate segment partners, partner with Assistant Manager and partner with the Division Operational to drive sales and drive outbound sales activities including: representing Citi and building partnerships in the community Conduct daily proof processes to ensure adherence to operational requirements; investigate controllable losses among branch staff; provide coaching and manage performance on decisions used Lead hiring process and coordinate performance management, compensation, communication and employee evaluation of branch staff Responsible for planning, budgeting and policy formulation and involved in short-term planning resource planning 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: 6-10 years of relevant experience required Previous experience in banking or financial industry preferred Sales management experience preferred Registered or willing to register as mortgage loan originator with Nationwide Mortgage Licensing Obtain or willing to obtain unique identifier from Registry Consistently demonstrates clear and concise written and verbal communication skills Consistently demonstrates analytic skills Education: Bachelor's Degree/University degree or equivalent experience Master's degree preferred 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: Central Islip New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $107,120.00 - $160,680.00 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: Jan 22, 2026 ------------------------------------------------------ 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.

The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. **Responsibilities:** + Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service + Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash + Identify referral opportunities for new products and services based on client's financial goals + Educate clients on digital and self-service opportunities offered by Citi + Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets + Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed + Maintain working knowledge of client accounts as well as new and existing products and services offered. + Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. + 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:** + Previous relevant experience preferred + Demonstrated sales and customer service experience + Money handling experience + Effective problem solving and communication skills + Ability to work well in a team oriented environment **Education:** + High School diploma or equivalent 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:** Customer Service ------------------------------------------------------ **Job Family:** Branch Service ------------------------------------------------------ **Time Type:** Part time ------------------------------------------------------ **Primary Location:** Huntington New York United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $41,600.00 - $51,960.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. **The hourly rate corresponding to the annual range is:** $20.00 - $24.98 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:** Jan 16, 2026 ------------------------------------------------------ _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.