Branch Office Manager
Financial Independence Group Job In Lake Norman of Catawba, NC
💼 Job Title: Branch Office Manager
📅 Employment Type: Full-Time
As part of the team, Branch Office Manager leads the back-office operations of the office including managing / leading the service team as well as the servicing advisors of the office.
YOUR DUTIES AS A BRANCH OFFICE MANAGER
Lead the office in a variety of areas including maintaining operational procedures, technology implementation and enhancements, enriching the client experience.
Manage the account opening and ongoing account management processes working with the advisor the client, and the team(s), leveraging the technology platform.
Service as primary point of contact for the client including but not limited to answering questions, processing requests, proactive outreach with updates on accounts.
Train new employees on operational processes & procedures.
Handle escalations of issues including but not limited to working with the custodian(s) and / or Alphastar team to help team members get issues resolved quickly and effectively.
Be a boots-on-the-ground culture advocate for the company.
Work closely with each team to ensure business gets processed accurately, efficiently, and follows all compliance standards.
Support the company in a variety of other duties and responsibilities as required by your supervisor.
WHY YOU ARE THE RIGHT PERSON
Demonstrates proficient industry experience and knowledge with 5+ years of financial services experience in a similar role.
Works each day with a positive attitude and a passion for delivering exceptional results.
Presents a consistently humble and friendly disposition with the team and clients.
Demonstrates the ability to maintain accuracy and consistency in all areas of the job.
Fosters and builds relationships internally and externally.
Engages in collaboration with other teams throughout the organization to increase efficiency with the mindset that Unique Perspectives Drive Optimal Solutions.
Have a passion for the customer experience while maintaining scalability.
Commitment to continuous learning and professional development, believing that Coaching is Endless and Growth has No Limits.
Excellent communication and interpersonal skills.
OUR VISION
To simplify and execute the financial dreams of families around the world.
COMPANY VALUES
Unique perspectives drive optimal solutions.
Master begins with humility.
Coaching is endless and Growth has no limits.
Perpetual excellence.
Help Desk Technician
Financial Independence Group Job In Cornelius, NC
WHO WE ARE:
Financial Independence Group (FIG) is one of the nation's largest Finance and Insurance Marketing Organizations (FMO & IMO) in the country, partnering with thousands of financial professionals in all 50 states. FIG seeks to expand the availability of financial products and services to financial professionals and ultimately the clients and families they serve. This is accomplished through robust product offerings, innovative marketing, and cutting-edge technology.
Interested in learning more? Click here to find out what it's like to work at FIG.
ABOUT THE TEAM:
FIG's Tech Team is no ordinary “IT Team." Utilizing cutting edge technology to build proprietary software, our tech team is so deeply entrenched in the business, they understand the problems afoot. With a culture of transparency and collaboration, all areas of FIG work cohesively to deliver the ultimate solutions for our advisors and the families they help.
FIG's Tech Team operates in a truly agile manner. In today's volatile and ever-changing environment, adapting to change and delivering quickly and securely is a must. Our tech team have a passion for change and our entire culture is driven off embracing that fact. We further encapsulate that by the way we work with our industry partners. We foster an environment of transparency and collaboration with those partners to be able to pinpoint industry problems that can be solved as one unit - removing the red tape that has fraught financial services for decades.
JOB TITLE: HELP DESK TECHNICIAN
JOB SUMMARY:
The Help Desk Technician will be responsible for providing technical support to end-users, diagnosing and resolving software and hardware issues, and escalating complex problems to the appropriate resources. This role requires a strong commitment to delivering exceptional customer service, maintaining accurate incident documentation, and ensuring timely and efficient resolution of technical issues. This is a full-time, in-office position based in Cornelius, NC, with occasional on-call or after-hours support as needed.
KEY RESPONSIBILITIES:
• Respond promptly to helpdesk tickets, emails, and phone calls, ensuring timely resolution of issues.
• Provide friendly, clear communication and professional support to non-technical users.
• Offer remote troubleshooting support using remote desktop tools for employees working off-site or from home.
• Assist with user account creation, password resets, and access permissions.
• Install, configure, and maintain software and hardware components to ensure optimal system performance.
• Set up and configure new hardware, including desktops, laptops, printers, and both PC and mac OS systems.
• Help ensure that security protocols and antivirus software are up to date.
• Develop and maintain detailed documentation of technical procedures, solutions, incidents and troubleshooting steps.
• Provide basic training to staff on software usage, security practices, and troubleshooting common issues.
• Oversee the management of IT assets and inventory, ensuring proper tracking and maintenance.
• Work closely with other IT team members to resolve more complex technical issues.
• Continuously update knowledge of new technologies, tools, and industry best practices to improve service and support.
WHY YOU ARE THE RIGHT PERSON
• Associate or bachelor's degree in information technology or a related field is preferred.
• Proven experience as a Help Desk Technician or similar role
• Excellent knowledge of Microsoft Windows and Office Suite, hardware and software installation, configuration, and troubleshooting.
• Familiarity with networking protocols and concepts, including TCP/IP, DNS, DHCP, and VPN
• Strong problem-solving and analytical skills
• Good communication and interpersonal skills
• Ability to work independently and as part of a team
• Able to lift computer equipment and or standup desks up to 50lbs.
Licensed Property & Casualty Insurance Agent - Paid Training & Performance Bonuses
Goldsboro, NC Job
Licensed Property & Casualty Insurance Agent
Be the spark that brightens days and ignite your career with TTEC's award-winning employment experience. As a Licensed Property & Casualty Insurance Agent working onsite in Concord, NC you'll be a part of bringing humanity to business. #experience TTEC
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work certification in the United States says it all!
What You'll be Doing
Do you have a passion for helping others and giving them peace of mind? You'll have ownership over resolving escalated or complex calls from customers. Whether it's getting answers for customers quickly, consulting on products with compassion or resolving their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.
During a Typical Day, You'll
Answer incoming communications from customers
Conduct research to provide answers for customers to resolve their issues
Some upselling of products or services to existing customers may be required
What You Bring to the Role
Active Property and Casualty License
6 months or more of customer service experience
High school diploma or equivalent
Recognize, apply and explain your product or service knowledge
Integrity to follow guidelines on maintaining members' privacy
Computer experience
What You Can Expect
Continuing education paid for by TTEC
Supportive of your career and professional development
An inclusive culture and community minded organization where giving back is encouraged
A global team of curious lifelong learners guided by our company values
Base pay of $21.50 per hour plus performance bonus opportunities
And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives.
Visit ************************************************ for more information.
A Bit More About Your Role
We're committed to ensuring you have the skills and support to be successful in your role throughout your career. From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you. And we know that you bring with you the one necessary ingredient that can't be taught - a caring and supportive nature that will shine through as you help customers. Our TTEC community is here for you as one dynamic, global family.
You'll report to Team Lead. You'll contribute to the success of the customer experience and the overall success of the team.
About TTEC
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
Primary Location US-NC-ConcordJob _Customer Care Representative
Catastrophe Claims Representative
Charlotte, NC Job
Auto-Owners Insurance, a top-rated insurance carrier, is seeking an experienced and motivated claims professional to join our team. This is a remote field position. The position requires the following, but is not limited to:
Frequent travel up to 21 days at a time and is required upon short notice to location of catastrophe, which would most likely be out of state.
Can meet the physical demands required for the position including carrying and climbing a ladder.
Investigate and assemble facts, determine policy coverage, evaluate the amount of loss, analyze legal liability and pay or deny losses.
Familiar with insurance coverage by studying insurance policies, endorsements and forms.
Work towards the resolution of claims, possibly attending arbitrations, mediations, depositions or trials as necessary.
Ensure that claims payments are issued in a timely and accurate manner.
Desired Skills & Experience
Bachelor's degree or equivalent experience
Minimum of 2 years claims handling experience or comparable experience
Field claims experience with multi-line property and casualty claims and wind/hail
Proficient with Xactimate software
Above-average communication skills (written and verbal)
Ability to resolve complex issues
Organize and interpret data
Ability to handle multiple assignments
Possess a valid driver's license
Benefits
Competitive salary, matching 401(k) retirement plans, fully funded pension plan, bonus programs, paid holidays, vacation days, personal days, paid sick leave and a comprehensive health care plan.
Equal Employment Opportunity
Auto-Owners Insurance is an equal opportunity employer. The Company hires, transfers, and promotes on the basis of ability, without consideration of disability, age, sex, race, color, religion, height, weight, marital status, sexual orientation, gender identity or national origin, or any factor contrary to federal, state or local law.
*Please note that the ability to work in the U.S. without current or future sponsorship is a requirement.
Senior Key Account Manager
Raleigh, NC Job
What future do you want to create?
At Hays, we believe in being lifelong partners - to our people as well as our customers. With over 50 years of business success, we have a reputation as the world leader in specialist recruitment and workforce solutions. But joining Hays isn't just about being part of a global business leader, it's about making a difference in the world of work.
Equipped with the skills, solutions, and technological capabilities of a true leadership partner, you'll put our customers at the heart of everything you do. We deliver holistic workforce solutions, including RPOs and MSPs, to solve the challenges our customers face today, tomorrow and in the future.
Our knowledge through scale, deep understanding, and our ability to meaningfully innovate is what sets us apart.
To support you in providing the advice, insights, and expertise our customers need to navigate a more complex world of work, we continually invest in your training and development and offer a rich variety of career opportunities across the globe.
Our culture is grounded in collaboration and inclusivity; we offer remote, hybrid and office working options and encourage our colleagues to bring their authentic self to work.
A career at Hays means working with skilled people from diverse backgrounds who are encouraged to think beyond, building partnerships across regions while united by the Hays spirit and guided by our belief to always do the right thing.
Let's create your tomorrow
WHY JOIN HAYS?
Be part of the team
We're driven to work hard but know when to have fun. We call it the Hays spirit. You'll experience this motivating energy in every part of our global team, and an inclusive environment where you can be yourself.
Feel set up to thrive
We're believers that personal growth leads to professional progression. Our open and accessible managers support you throughout your career, making sure you feel heard, valued and set up to succeed.
Go further in your career
Our scale and expertise mean you have access to a variety of progression opportunities. We give you firm foundations for your career, and the speed you can move forward is determined by your performance.
Work at the leading edge
Joining Hays means joining a business that's going places. We're transforming the way we do things, and shaping the future of the world of work, so if you thrive in a fast-paced environment, Hays is the place to be.
OUR VALUES
BUILD PARTNERSHIPS - THINK BEYOND - DO THE RIGHT THING
Your new team
Join our high-performing IT Account Management team comprised of professionals from diverse cultures and backgrounds, including top-producing Hays Recruitment professionals with experience from our global businesses.
The team consists of industry experts with over 12 years of staffing expertise, consultants with 2-3 years of high-level success as well as associates who have recently started their Hays journey. Our leadership team fosters an environment of hands-on support, team collaboration, and inclusive competition to challenge one another to be their best.
We enjoy working together in a high-pace, relentless, sales driven environment while also taking part in various social events like team lunches, team bonding activities, and happy-hours to celebrate team and individual success.
Your new role:
Develop new business relationships and maintain your network of client companies through business development calls, client visits, networking and entertainment events.
Apply a relationship-based sales approach to build and maintain a successful book of business.
Source, recruit, interview, evaluate and place highly skilled professionals to match client requirements for contract, contract to hire or permanent opportunities.
Build a network of active and passive professionals through creative sourcing, referrals and networking events.
Foster long-term relationships with candidates and candidates through ongoing contact.
Grow contractor headcount for designated market and take action on leads passed.
Follow up with pipeline and placed candidates to grow your professional network within your market.
Build foundational recruitment (find & engage) skills, knowledge and take responsibility for own development.
Participate in ongoing professional development opportunities with Learning & Development.
Actively showcase and live HAYS values/vision/standards and expectations for high performance.
What you will have:
6+ years' experience in a sales related role.
Achievement focused, resilient, authentic & trustworthy.
Self-motivated, self-reliant and takes initiative.
Good communicator; able to overcome obstacles, team player.
Desire for personal development and professional growth.
What you will get:
We offer base compensation starting at $62,000K plus a high percentage, uncapped commission plan from 15-50%.
Hybrid/flexible schedule.
PTO starting at 22 days, 2 floating holidays and 2 volunteer days. Our top producers have the opportunity to earn UNLIMITED PTO.
Competitively priced medical, vision and dental plans to choose what works best for you.
401K with guaranteed match and fast-paced vesting schedule.
Initial and continuous training & support from Learning & Development for your professional growth.
What you need to do now
Excited yet? If you're already itching to take the next step to achieving your career goals, apply now.
More about us
Hays is the world's leading recruitment experts. Last year we placed 80,000 people in permanent jobs and over 250,000 people into temporary roles globally. We employ over 13,000 recruiting experts in 32 countries with opportunities for growth, leadership and travel. And enjoy an unrivalled position as the number most followed staffing company on LinkedIn, with over 6 million followers.
For us it starts with people. By combining years of hands-on experience with global and local expertise, we deliver tangible insights that help move our customers forward.
We challenge the status quo in our ways of working, our technology and tools, and how we envisage the future of stronger, fairer, more inclusive working environments for everyone.
Everyone is welcome here. We care deeply about diversity, equity, and inclusion (Search “Hays Our Promise” to read more). We encourage applicants from all groups, including women, indigenous people, visible or racial minorities, persons with disabilities, and anyone else who may belong to any group protected by federal, state, or local law. We have active employee resource groups which you can tap into from day one including the Pride Network, Black Excellence Network, WE Lead (for female leaders), and other employee resource groups supporting Veterans, Neurodiverse individuals, South Asians, and individuals interested in Sustainability. We have a very active relationship with Think Big for Kids who we support with their work of supporting youth engagement. You will be given in-depth training around different DE&I topics, which we believe are not only important for us, but for our clients and our candidates. At Hays, we foster a culture of inclusion. We want to hear from you. You are welcome here.
Hays is committed to building a thriving culture of diversity that embraces people with difference backgrounds, perspectives, and experiences. We are an equal employment opportunity employer, and we comply with all applicable laws prohibiting discrimination based on race, color, creed, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, or ancestry, physical or mental disability, veteran status, marital status, genetic information, HIV-positive status, as well as any other characteristic protected by federal, state, or local laws. We believe that the more inclusive we are, the better we serve our candidates, clients, and employees.
Salesperson
Asheville, NC Job
Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Outside Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment.
Key Responsibilities:
Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting.
Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions.
Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences.
Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention.
Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information.
Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review.
Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards.
Qualifications:
Proven experience in sales, preferably within the insurance or financial services industry.
Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients.
Outstanding presentation and negotiation skills.
Self-motivated with a results-driven mindset and the ability to work independently.
Willingness to travel within the assigned territory and manage a flexible schedule.
Valid driver's license and reliable transportation.
High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is a plus.
Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed).
Benefits:
Competitive compensation with the most attractive commission and bonus structure in the industry.
Comprehensive training and continuous professional development.
A supportive team environment with access to seasoned mentors.
Opportunities for career advancement within the company.
Compensation:
Range is based on the average rep in current markets. Bonuses are performance-based and paid every month on the 15th. Residuals are paid on the anniversary date of the client's sale.
Equal Opportunity Statement:
This email message and any files transmitted with it may contain confidential material and are intended only for those persons or entities to which it is addressed. If you have received this email message and information in error, please contact the sender and delete all copies that you have received.
Financial Reporting Manager
Durham, NC Job
MUST:
Bachelor's degree in business, finance, or accounting
5+ years in an GAAP Accounting related roles
Strong Accounting skills
Very strong with Operational accounting- systems sending data to the right places, automating accounting (getting data into the ledger, so others can get it out)
Hands on and strong with the general ledger
Strong experience preparing and submitting financial reports and statements in accordance with GAAP
Experience with the following: general ledger, consolidation, foreign currency, pulling reports
Experience with consolidation tools for data and reporting within finance
Very strong in putting together robust financial statements
Utilized financial reporting software
Very advanced in Excel
PLUS:
Comes from financial services preferred
Workivia
DAY TO DAY:
Our fast growing life insurance and annuities client based out of Durham, NC is seeking an experience GAAP Financial Reporting Manager to join their team as a full time employee. This role will work a hybrid schedule in Durham and be apart of the Accounting team. This individual will oversee the preparation and submission of financial reports and statements in accordance with Generally Accepted Accounting Principles (GAAP) for the life insurance company. This role will ensure compliance with all relevant regulations, assist in the interpretation and application of accounting standards, and provide leadership to the financial reporting team. The manager will also work closely with external auditors, actuarial teams, and other internal departments to ensure accuracy, transparency, and timeliness in reporting.
Associate Financial Representative
Greensboro, NC Job
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.
About the role
Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.
About Modern Woodmen of America
Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $18 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact.
• Our representatives provide financial guidance and products to help members protect their families and their futures.
• Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs.
• Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community!
In 2024, Modern Woodmen spent $17.4 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
About you
• Show integrity and character.
• Demonstrate leadership skills.
• Team-oriented.
• Focus on results/success driven.
• Can or have overcome adversity.
• Grow by helping others.
• Show volunteer spirit in the community.
• Look for self-improvement opportunities.
• Enjoy building long-term relationships.
• Credible, trustworthy and honest.
Education and training
Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
Qualifications
• Passion for bettering members' financial lives.
• Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
• Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
Benefits and perks
• Paid medical and dental insurance.
• 401(k) retirement plan with company match.
• Noncontributory pension plan.
• Group term life insurance.
• Expense-paid trips, bonuses and other incentives.
Modern Woodmen is an equal opportunity employer.
Financial Advisor
Charlotte, NC Job
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.
As a Financial Advisor, you will:
Build a client base and develop knowledge of Bankers Life financial products and market trends
Develop yourself with our award-winning training and mentorship network
Present clients with financial solutions and drive them to action
Take ownership of your business and build a team
The ideal candidate will have:
Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP )
High level of self-motivation; ability to accomplish goals independently
History of success in sales, competitive roles, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning
What we offer:
Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years
Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP
Inclusive culture, career long mentorship, and the support of an established office structure
Progressive advancement opportunities
Flexible hybrid schedule once you complete your agent training
Sales leads, marketing tools and leading technology
Uncapped earnings
Passive income opportunities and bonus programs
Retirement savings program and more
Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
Sr. ETL Developer
Raleigh, NC Job
Sr. ETL Developer, Remote
The Senior ETL developer will work with the Corporate IT team to maintain and develop data integration solutions to support our Analytics platform. The solutions must align with data vault, data mart, dimensional modeling, and ETL standards and guidelines. The data modeling and data integration solutions will be based on Matillion with Snowflake data warehouses/databases & Power BI for reporting platform.
The ideal candidate will need to understand business and technical requirements and translate this into data integration designs and deliverables by working with the Corporate Data Architect. The position also requires supporting the Agile process in terms of Development, testing, deployment and post-production support.
Responsibilities
Handle multiple projects in parallel, participate and deliver solution design while working closely with the architecture
Design and Develop/Review ETL programs primarily using modern ETL tools like Matillion, DBT , and Python
Coach and guide the technical team in terms development of ETL jobs
Provide performance improvement and tuning of data pipeline.
Perform technical reviews, data validation, and end to end testing of ETL objects, source data analysis and data profiling
Create necessary documentation as per the standards and update the project documentation
Support QA on end-to-end testing and provide daily/weekly project status to the project manager
Work with deployment team in the code migration across the environments
Triage the Production issues and work on the code fixes
Proven experience in database administration with cloud data platforms like Snowflake
Frees up data engineers and analysts from administrative tasks
Education and Experience
10+ years of experience in implementation of BI projects in a large-scale enterprise data warehouse environment
Hands-on experience in building large cloud data warehouses using Snowflake; including database architecture design, data transformations, stored procedures, account and security principles, performance management, etc.
Experience with cloud computing services, particularly deploying and running services in Azure
Expert-level understanding of Agile, SDCL, CI/CD, DevOps, GitOps, and ProdOps.
A team player with excellent verbal and written communication skills
Experience with other ETL tools like Matillion, ADF, and DBT
Advance SQL knowledge and familiar with relational, Vault, and dimensional modeling
Knowledge of Power BI
Financial industry data fluency is preferred but not required
Required knowledge and skills would typically be a acquired through a bachelor's degree in information technology or related field
Skills & Requirements
Snowflake administration & configuration with some development.
Over the first 6 months, 60% of the time will be spent in Snowflake administration and configuration. This will reduce as automation is implemented
Must know how Snowflake integrates with other tools (Disaster Recovery, etc.)
Prior ETL Development experience is required.
Production optimization and workflow experience.
Previous Snowflake experience, deep understanding of query, structure, security and networking piece, architecture.
ETL experience to troubleshoot or help other developers (Matillion training, on the job)
Previous reporting experience, understanding of analytics reporting. PowerBI preferred.
Inside Sales Agent
Raleigh, NC Job
WHAT WE'RE LOOKING FOR
The Inside Sales Agent is responsible for new insurance account production and sales activities within assigned accounts. Participate in the creation of centers of influence (COIs), building a customer base to promote and sell insurance services to. Projects a professional company image through all interactions with clients, insurance carriers, co-workers and others.
A GLIMPSE INTO YOUR DAY
Contacts current, past and potential clients to solicit new business.
Follows up on leads and responds promptly and efficiently to referrals.
Creates and maintains accurate and up-to-date client lists assuring their needs are realized and that they are provided with relevant insurance information appealing to their specific needs.
Designs custom insurance plans for clients and recommends appropriate coverage, which are appropriate for them. Surveys loss exposures, needs, and possible uninsurable or difficult to ensure exposures for clients. Pre-qualifies insurance prospects for insurability and quality of risk.
Assures clients are educated concerning agency payment expectations and cancellation procedures.
Collects premiums pre-policy from clients for purchases of new coverage and obtains signatures on applications for clients as required.
Assures clients are provided with the necessary documentation and information for record-keeping purposes.
Prepares summaries of insurance, schedules and proposals.
Works with service team members to review existing policy coverage, upgrade accounts and remarket when possible.
Documents automated files as appropriate.
Participates in insurance marketing events, seminars, trade shows, telemarketing events and continuing education.
Documents coverage, exclusions and other specific information on the automated file. Provides detail pertaining to non-standard coverage limitations and binding restrictions to lower errors and commissions exposures.
Maintain all required CE credits for non-residential licensing and appointments.
Maintain carrier partnerships for all sales center strategic partners.
Work closely with carrier key contacts to ensure acceptability of new business submissions.
Work closely with the training manager for all onboarding and sales development needs.
Collaborate with centralized service team to ensure strong client retention efforts.
Special projects and other duties as assigned.
WHAT SUCCESS LOOKS LIKE IN THIS ROLE
A Property and Casualty License from state of is required and must be maintained.
College degree or 3 to 5 years' sales experience in the insurance industry is preferred.
Experience working with complex coverages.
Strong negotiator, avid problem solver and works well with different personalities to ensure sale.
Working knowledge of insurance markets, products and usages is necessary, as well as insurance rating and underwriting procedures.
Outstanding interpersonal and communications skills.
Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.
Ability to prioritize and handle multiple tasks in a demanding work environment.
Willingness to adhere to all principles of confidentiality.
Ability to work independently and as a team.
Ability to calculate and perform mathematical functions.
WHY CHOOSE RELATION?
Competitive pay.
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
Career advancement and development opportunities.
Construction Superintendent
Raleigh, NC Job
Hays is working with a nationally ranked construction management firm with a strong presence in North Carolina. They have been providing construction services in North Carolina, partnering with universities, hospitals, private businesses, and other clients to build and enhance the well-being of the region. We are actively recruiting for an experienced Superintendent with experience in healthcare projects.
Your new role
Oversee and manage all aspects of healthcare construction projects from inception to completion.
Ensure projects are completed on time, within budget, and to the highest quality standards.
Coordinate and supervise subcontractors, vendors, and on-site personnel.
Implement and enforce safety protocols and procedures.
Conduct regular site inspections and meetings to monitor progress and address any issues.
Collaborate with project managers, architects, and engineers to ensure project specifications are met.
Prepare and maintain project documentation, including schedules, budgets, and reports.
Resolve any on-site conflicts or issues promptly and effectively.
What you'll need to succeed
Minimum of 5 years of experience in healthcare construction.
Proven track record of successfully managing large-scale construction projects.
Strong knowledge of construction methods, materials, and regulations.
Excellent leadership, communication, and organizational skills.
The ability to read and interpret blueprints, schematics, and construction documents.
Proficiency in construction management software and tools.
The ability to work in a fast-paced and dynamic environment.
What you'll get in return
Competitive salary and performance-based bonuses.
Comprehensive health, dental, and vision insurance.
Retirement savings plan with company match.
Paid time off and holidays.
Professional development and training opportunities.
Employee wellness programs.
Supportive and collaborative work environment.
What you need to do now
If you're interested in this job, click 'apply now' to forward an up-to-date copy of your CV, or call me now ************.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Account Executive Officer, Commercial Accounts
Charlotte, NC Job
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$106,300.00 - $175,400.00
Target Openings
1
What Is the Opportunity?
Commercial Accounts offers a wide array of guaranteed-cost products to mid-size businesses. Total account solutions include General Liability, Property, Automobile, Workers' Compensation, and Lead Umbrella. The Account Executive Officer (AEO), Commercial Accounts will partner with agents and brokers to provide property, general liability, commercial auto, and/or workers' compensation coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers.
What Will You Do?
Manage the profitability, growth, and retention of an assigned book of business.
Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.
Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
Identify and capture new business opportunities using consultative marketing and sales skills.
Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans.
May assist in the training and mentoring of less experienced Account Executives.
Perform other duties as assigned.
What Will Our Ideal Candidate Have?
Bachelor's degree.
Six to eight years of relevant underwriting experience with experience in commercial lines.
Deep knowledge of commercial lines products, the regulatory environment, and the local insurance market.
Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
CPCU designation.
What is a Must Have?
Four years of underwriting experience.
What Is in It for You?
Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
0
Sales Outreach Specialist
Financial Independence Group Job In Cornelius, NC
WHO WE ARE:
Financial Independence Group is one of the nation's largest Finance and Insurance Marketing Organizations (FMO & IMO) supplying products and services to financial professionals in all 50 states.
We believe that/in:
Unique perspectives drive optimal solutions.
Mastery begins with humility.
Coaching is endless and growth has no limits.
Perpetual excellence.
Interested in learning more? Click here to find out what it's like to work at F.I.G.
JOIN OUR TEAM TODAY!
YOUR ROLE:
This role is a supercharged pace of communicating with prospective financial professionals to attract them to work with F.I.G., the leader in distribution to our financial services space. A formal system has been identified but we encourage the sales recruiter to think about the net result -
new firms to F.I.G.
This may require delving outside the stated sales pitch each day and per call.
This opportunity fosters a unique experience in learning our place in the financial services industry and why our values hold true as we continue to expand and grow in the industry. We are seeking hard-working, motivated, team players who are seeking a career in sales with exceptional communication skills.
HOW YOU WILL MAKE AN IMPACT:
Willingness to complete over 100 telephone dials/connections during each business day.
Ability to learn and comprehend concepts and products quickly.
Live role play with leadership to understand prospect pitches.
Accountable to weekly and regular fast-paced metrics.
Motivated and energized by the close of the prospect.
WHY YOU ARE THE RIGHT PERSON:
Undergraduate degree in: Business (Finance, Accounting, Marketing, etc.) - Preferred
Proven success within a sales environment.
Willingness to complete 100 dials/connections during each business day.
Perseverance, strong positive attitude, and repetition are all key strengths needed for optimal success in this role.
Clear verbal and written communication skills.
Perseverance in drive, knowing the prospect cycle may be tenuous.
Open-minded to taking direction.
This role is salaried plus commission and will be 100% onsite Monday - Friday during normal business hours (8:30am - 5:30pm). Additionally, F.I.G. offers health, dental, & vision coverage, 401k, and a generous PTO plan.
If you enjoy building long term relationships and helping individuals reach their full potential, please apply today!
Commercial Insurance Desk Underwriter
Charlotte, NC Job
Opportunity
Evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing
Develop and submit underwriting referrals, where required, to company brokerage facilities and Burns & Wilcox management
Monitor key metrics, such as, new business hit ratio, renewal retention ratio, premium growth, and loss ratio, formulating corrective action where necessary
Qualifications
Bachelor's degree or equivalent combination of education and experience
Minimum 3 years of multi-line underwriting experience, excess & surplus experience preferred
Strong sales and marketing skills a must, business acumen, interest in continued education and professional development
Insurance license, CPCU, CIC or comparable designations preferred
Compensation Package
Competitive base compensation
Flexible & hybrid work options
Health benefits & 401K with employer match
Employer paid continuing education courses and designations
Many opportunities for career advancement
About Our Company
Burns & Wilcox is the nation's largest independent wholesale insurance broker and underwriting manager. In 1969, the late Herbert W. Kaufman recognized an opportunity to fill a void in the industry by establishing Burns & Wilcox as a wholesale brokerage and underwriting organization that would provide brokers and agents with unique access to a variety of insurance markets and help place their specialty risks. Today under the leadership of Mr. Kaufman's son, Alan Jay Kaufman, that entrepreneurial spirit is thriving as Burns & Wilcox offers comprehensive solutions for retail insurance agents of all sizes, from the large alphabet houses to the more than 30,000 brokers and agent partners worldwide.
Equal Opportunity Employer
The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.
Licensed Insurance Representative - Full-Time with Performance Bonus & Wellness Perks
Midland, NC Job
Licensed Property & Casualty Insurance Agent
Be the spark that brightens days and ignite your career with TTEC's award-winning employment experience. As a Licensed Property & Casualty Insurance Agent working onsite in Concord, NC you'll be a part of bringing humanity to business. #experience TTEC
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work certification in the United States says it all!
What You'll be Doing
Do you have a passion for helping others and giving them peace of mind? You'll have ownership over resolving escalated or complex calls from customers. Whether it's getting answers for customers quickly, consulting on products with compassion or resolving their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.
During a Typical Day, You'll
Answer incoming communications from customers
Conduct research to provide answers for customers to resolve their issues
Some upselling of products or services to existing customers may be required
What You Bring to the Role
Active Property and Casualty License
6 months or more of customer service experience
High school diploma or equivalent
Recognize, apply and explain your product or service knowledge
Integrity to follow guidelines on maintaining members' privacy
Computer experience
What You Can Expect
Continuing education paid for by TTEC
Supportive of your career and professional development
An inclusive culture and community minded organization where giving back is encouraged
A global team of curious lifelong learners guided by our company values
Base pay of $21.50 per hour plus performance bonus opportunities
And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives.
Visit ************************************************ for more information.
A Bit More About Your Role
We're committed to ensuring you have the skills and support to be successful in your role throughout your career. From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you. And we know that you bring with you the one necessary ingredient that can't be taught - a caring and supportive nature that will shine through as you help customers. Our TTEC community is here for you as one dynamic, global family.
You'll report to Team Lead. You'll contribute to the success of the customer experience and the overall success of the team.
About TTEC
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
Primary Location US-NC-ConcordJob _Customer Care Representative
Operations Specialist
Financial Independence Group Job In Cornelius, NC
FIG's Ops Team is unlike any other. We take passion and accountability to a whole new level. We see ourselves as an extension of the financial professionals we work with day in, day out and work to build strong relationships that help drive efficiencies and business processing.
FIG's Ops Team operates in a team-driven, agile manner. We work with one another and other departments to service and process new business applications. From surveying insurance company rules and checking funding status, to driving the cadence of a case forward, there's no end to the depths our team will go to provide the platinum standard of customer service. We partner closely with our in-house tech team to collaborate and constantly evolve the platform that we use every single day and that connects us to the financial professionals we serve. Problem solving and innovation is at the heart of everything we do, and we never stop thinking outside-of-the-box to focus and improve on the true outcome of the work in front of us. We value our positive, solution-oriented culture that drives business and the team forward. Our ops team has a passion for building relationships, speaking, and acting on behalf of FIG, the insurance company, the agent, and the clients' best interest. As our culture evolves, we remain transparent and collaborative through changes and remain accountable to our commitments.
YOUR ROLE:
Responsible for reviewing and tracking new business and inforce submissions through problem-solving and teamwork
Follow up and communicate with top insurance companies and financial institutions to drive forward the cases in your ownership
Manage open cases and requirements within FIG's customer relationship management (CRM) tool, constantly evaluating and proposing ideas to improve efficiencies and workflows
Work closely and in lockstep with the Sales Team to create a cohesive, evolving culture of one to drive stability and growth with the financial professionals we work with
Communicate and establish deep relationships with financial professionals to effectively convey status updates
Use creativity and out-of-the-box thinking to solve unique scenarios and problems
WHY YOU ARE THE RIGHT PERSON:
Keep a positive attitude in all aspects of your work
Outcome-driven problem solver
Fosters and builds relationships internally and externally
Ability to learn and grow within our CRM
Engage in collaboration with sales and other departments throughout the organization to increase efficiency
Bring forward ideas and remain creative for continuous improvement
Excel in a team-driven environment
Act as the advocate for the agent and client, where you remain empathetic and engaged in the process from start to finish
2025 Internship Program - Spring and Summer Rotations
Financial Independence Group Job In Cornelius, NC
Financial Independence Group is one of the nation's largest Finance and Insurance Marketing Organizations (FMO & IMO) supplying products and services to financial professionals in all 50 states. We are currently in search of interns to join our team as part of our F.I.G. Early Talent program.
We are looking for motivated and talented individuals to join our internship program. The goal of this program is to offer a professional learning experience that offers meaningful, practical work related to your career interests and an opportunity for career exploration and development. We are currently offering rotations in the upcoming Spring and Summer of 2025.
We believe that/in:
Unique perspectives drive optimal solutions.
Mastery begins with humility.
Coaching is endless and growth has no limits.
Perpetual excellence.
Interested in learning more? Click here to find out what it's like to work at F.I.G.
Your role:
As an intern with Financial Independence Group, you will be expected to learn our mission and values, as well as the purpose and functions of several of our departments. You will have the opportunity to gain a true understanding of the industry and how each department contributes to the overall success of F.I.G. Additionally, you will have the opportunity to apply what you learned and actively participate in what we do on a daily basis -
empower financial professionals
.
The program is a 10-week rotational program and will include exposure in the areas of (but not limited to) Operations, Marketing, and Sales. You will be directed by our Talent Development Specialist, who will be your mentor throughout this unique experience.
By the end of the internship program, you will have developed substantial knowledge of a professional work environment, the insurance/financial services industry, and how each department aligns with the overall success of Financial Independence Group.
Why You Are the Right Person:
Seeking full time internship for potential full-time employment.
Must be able to work 40 hours per week, M-F 8:30am - 5:30pm onsite.
Motivated, passionate, and career-driven with exceptional communication skills.
Majoring in Finance, Business Management, Sales/Marketing, or Communications.
Interested in a full-time position in financial services after graduation.
Associate Financial Representative
Raleigh, NC Job
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.
About the role
Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.
About Modern Woodmen of America
Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $18 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact.
•Our representatives provide financial guidance and products to help members protect their families and their futures.
•Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs.
•Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community!
In 2024, Modern Woodmen spent $17.4 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
About you
•Show integrity and character.
•Demonstrate leadership skills.
•Team-oriented.
•Focus on results/success driven.
•Can or have overcome adversity.
•Grow by helping others.
•Show volunteer spirit in the community.
•Look for self-improvement opportunities.
•Enjoy building long-term relationships.
•Credible, trustworthy and honest.
Education and training
Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
Qualifications
•Passion for bettering members' financial lives.
•Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
•Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
Benefits and perks
•Paid medical and dental insurance.
•401(k) retirement plan with company match.
•Noncontributory pension plan.
•Group term life insurance.
•Expense-paid trips, bonuses and other incentives.
Modern Woodmen is an equal opportunity employer.
Digital Strategist
Financial Independence Group Job In Cornelius, NC
SCOPE:
The Digital Strategist on our FIG All Points Media Advisor Marketing team blends key attributes of our consultative delivery model to ensure successful implementation of digital platforms, programs, and resources for our affiliated financial professionals.
REQUIREMENTS:
Digital Marketing Skills
Minimum of 2+ years of experience in digital marketing or a related field.
3-5 years of experience is preferred.
Email marketing skills to create effective database nurturing and conversion campaigns.
Content marketing expertise to produce valuable and relevant content for target audiences.
Knowledge of social media marketing to engage with clients on platforms such as Facebook, LinkedIn, YouTube, and X.
Strong understanding of web design and user experience (UX) principles to ensure digital marketing assets are user-friendly, visually effective, and aligned with best practices.
Solid understanding of SEO principles.
Excellent analytics skills to track and measure the performance of campaigns.
Familiarity with paid advertising campaigns on Google, Bing, or social platforms.
Willingness to stay updated with the latest trends and technologies in digital marketing.
Platform Proficiency
Familiarity with marketing automation tools such as Constant Contact, SharpSpring, and Act-On.
Excellent knowledge of website analytics tools like Google Analytics to track website traffic and user behavior.
Working knowledge of WordPress for content updates and basic site management
Highly proficient in Microsoft 365
Experience using tools such as Workfront, Slack, or Monday.com to manage campaigns and collaborate across teams.
Proficient in Adobe Creative Cloud applications such as Photoshop, Illustrator, InDesign, and Acrobat (preferred)
Communication Skills
Ability to effectively communicate and collaborate with Clients (financial professionals), understanding their unique digital marketing needs.
Proficient in collaborating with partners and strategic alliances, serving as a facilitator to support our Clients.
Strong writing skills for crafting professional communications.
Strong presentation and project management skills, with the ability to pitch digital marketing strategies to Clients and effectively develop, execute, and track campaign plans and timelines.
Financial Industry Knowledge (Preferred)
General understanding of financial products and services offered by financial professionals, as well as their target audience.
Experience working with financial professionals.