Financial Advisor Coordinator **Remote Work Possible**
* Advisor Coordinator has call volume and activity goals, and must be results-oriented with high level of accountability to produce positive business results. * Advisor Coordinator will adhere to compliance/risk procedures and exhibits detailed attention to policy and procedures A successful Financial Advisor Coordinator likes helping customers achieve their financial goals, is a self-starter with excellent organizational skills that can adapt to a changing environment. Role can assist customers on general topics related to their retirement plan, while referring customer to a Financial Advisor for advisory or planning topics. * Role pursues customers in coordination with automated email campaigns, assists customers on more basic topics related to their retirement account, and works to establish an appointment with a financial advisor to provide advisory activities. * Must collect some information around an individual's financial needs, asset composition, and historical information, as a basis to help establish an appointment with the appropriate Advisor that can support their future needs The Financial Advisor Coordinator places outbound calls to offer the opportunity to meet with a Financial Advisor to complete an assessment of their retirement readiness, investments, or to understand their spend down options in retirement. The Financial Advisor Coordinator is responsible working with targeted individual potential Managed Account prospects and existing Managed Account customers. Role is entry level into the Advisory Services organization, and provides great opportunity for successful candidates to grow into an Associate Financial Advisor, Financial Advisor, or Sr Financial Advisor role over time.$45.2k-62.2k yearly3d ago
Service Center Trainer
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide.$31k-36k yearly est.1d ago
Sr Cyber Security Automation Engineer
As a Sr. Cyber Security Automation Engineer at T. Rowe Price you will leverage some of the industry's leading technology to help defend our firm and our stakeholders against an evolving cyber threat landscape. There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.$84k-109k yearly est.1d ago
Senior Data Platform Architect
From generous bonus and 401(k) programs to tuition reimbursement and opportunities for flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. At Commonwealth, we believe in a better world. Overview Whether you're looking for a high-energy, inclusive atmosphere or a company that understands the importance of work/life balance, Commonwealth is your match! Our in-house development team is looking for a senior data platform architect to build a first-class data platform serving data analytics and enabling artificial intelligence across all of Commonwealth.$117k-147k yearly est.1d ago
Product Manager - CRM
At Commonwealth, we believe in a better world. Overview Whether you're looking for a high-energy, inclusive atmosphere or a company that understands the importance of work/life balance, Commonwealth is your match! Helping Commonwealth adopt data-driven methodologies; using customer insights to influence product decision-making 5+ years of experience as a product manager Understanding, researching, and following technical trends; evaluating emerging products and companies for their potential value or threat to Commonwealth From generous bonus and 401(k) programs to tuition reimbursement and opportunities for flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. We're looking for a product manager to join our ranks. Creating and managing the strategic product roadmap for Commonwealth's Salesforce platform; aligning the roadmap with corporate strategy objectives$105k-127k yearly est.1d ago
Storage and Backup Engineer
From generous bonus and 401(k) programs to tuition reimbursement and opportunities for flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. Overview Whether you're looking for a high-energy, inclusive atmosphere or a company that understands the importance of work/life balance, Commonwealth is your match! We're looking for a storage and backup engineer to join our ranks.$106k-137k yearly est.1d ago
Entry Level - Retirement Planning Associate
What it takes to be an Equitable Advisors' With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN). Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional.$52k-82k yearly est.10d ago
IAM SailPoint Security Engineer
From generous bonus and 401(k) programs to tuition reimbursement and opportunities for flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. At Commonwealth, we believe in a better world. Overview Whether you're looking for a high-energy, inclusive atmosphere or a company that understands the importance of work/life balance, Commonwealth is your match! As an IAM security engineer, you will be a key member of the Information Security Engineering team.$96k-119k yearly est.3d ago
Lead Technical Project Manager/Facilities Program Manager
A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients.$95k-128k yearly est.15d ago
Commercial Lines Account Manager (MD hybrid or remote E.S.T.)
Who We Are
NFP is a six-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
Summary of Role:
This is a service position. The primary function of this position is to provide quality service to clients and cross-sell/account-round within the existing book of business. The Account Manager (AM) will be the day-to-day liaison between the insurance company and designated accounts. The AM will manage and control relationships with clients in collaboration with Producers and/or Account Executives, where applicable.
Daily servicing of clients will include contract analysis, coverage and exposure analysis, endorsement activity, routine coverage and billing questions, problem-solving, renewal control, preparation of quotes/proposals, binding coverage, and claim reporting and follow-up. The AM will assist Producer(s) with the above functions as needed.
This position will report to our Ocean City, MD office. There is flexibility for a hybrid or fully remote work-from-home schedule for well-experienced, P&C-licensed candidates who can demonstrate fluency.
Essential Duties and Responsibilities:
* Build and maintain constructive and effective relationships with clients by meeting and exceeding expectations
* Provide consistent, accurate, timely, and pertinent communication to clients
* Resolve/assist with any service issues/questions
* Assist clients in making appropriate coverage changes, making each contact a marketing opportunity
* Inform and educate clients about coverage, exclusions and exposures and document electronic files accordingly
* Respond to clients' needs by providing/producing binders, certificates, policies, auto id cards, evidence of insurance, and other related items accurately and on time
* Monitor and review client satisfaction
* Electronically document all communication with clients
* Review policies
* As appropriate, market, negotiate, prepare and analyze alternative renewal options
* Develop written, graphic, and electronic renewal materials as appropriate
* Follow established agency procedures for effective utilization of agency management system
* Take advantage of personal and professional development opportunities such as continuing education, professional designations, and in-house training
* Adhere to all state laws and regulations regarding insurance agents (licensing, continuing education, etc)
* Assist with or complete other tasks as directed by agency management
* As needed, the AM will coordinate with Producers on strategic account issues and potential problems.
Knowledge, Skills, and/or Abilities:
* Experience in select commercial insurance including, but not limited to, commercial auto, property, general liability, umbrella, inland marine, workers compensation, and flood.
* Mastery of commercial insurance underwriting, coverage and rate analysis
* In-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters
* Must understand marketplace trends and best practices to meet clients' needs
* Strong written and verbal communication skills
* Ability to prioritize and self-manage workload
* Proficiency in Microsoft Word and Excel
Education and/or Experience:
* Associates, BA/BS preferred. HS Diploma or GED required
* Typically more than 3 years of industry and product line experience
Certificates, Licenses, Registration:
* P&C Insurance License required
* CIC, CPCU or other P&C designation preferred
What We Offer
NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better. Together.
NFP is an inclusive Equal Employment Opportunity employer.$39k-49k yearly est.60d+ ago
Actuary (Remote/Hybrid)
As a licensed Actuary/Benefits Administrator joining NFP's Benefits Consulting practice, you can look forward to a plethora of growth opportunities and constant learning opportunities to stay abreast of the latest industry trends, regulations, and compliance issues. * Enrolled Actuary preferred, or on the path to becoming an enrolled actuary. NFP is looking for a licensed Actuary/Benefits Administrator to join our team and work in our Benefits Consulting practice.$150k-180k yearly52d ago
The Vice President has local and regional responsibility for management of clients with medium to high complexity.$117k-174k yearly est.60d+ ago
Sr. Associate, Digital Marketing (Fully Remote)
$51k-67k yearly est.45d ago
Client Operations Associate (Hybrid)
The Client Operations Associate (COA) provides a high level of service to multiple client service teams, including researching requirements for investment implementation, preparing necessary paperwork for account opening and maintenance, processing money movement requests, and providing ad hoc support for various projects and issues as needed. The Client Operations Associate will support our wealth management division (not our insurance or retirement divisions).$60k-75k yearly18d ago
Program Manager-transportation planning
Loudoun County, Virginia, is seeking applicants for an experienced professional to serve as the Program Manager for the Transportation Planning team within the Department of Transportation and Capital Infrastructure (DTCI).$86.6k-155.9k yearly22d ago
Staff Accountant
The Staff Accountant, Atlantic Region position will play a significant role in all financial matters within the region.$50k-63k yearly est.16d ago
Capital Budget Manager
More information about the capital team's work products can be found at www.loudoun.gov/budget and www.loudoun.gov/fic. Loudoun County, Virginia's Office of Management and Budget (OMB) is seeking a capital budget manager to lead a fantastic team of dedicated, professional, and motivated management analysts who guide the development of the County's $3.5 billion Capital Improvement Program (CIP).$139.2k yearly32d ago
Application Developer
As a developer, you will be responsible for building and maintaining applications in accordance with industry best practices, working closely with a cross-functional team.$80k-106k yearly est.3h ago
Housing Finance And Development Administrator
Loudoun County is seeking an innovative and accomplished senior leader with a demonstrated technical affordable housing finance and development background to champion and orchestrate efforts to develop affordable housing.$88.1k-162.9k yearly3d ago
Director of Stormwater Planning
The SWPD Director will oversee the following: We are looking for a collaborative, innovative leader ready to apply state-of-the art stormwater management and project implementation while planning for the current and future needs of over 400 square miles of land and 3,800 miles of streams, channels, and stormwater pipes in Fairfax County. Come work for Fairfax County's nationally accredited Department of Public Works and Environmental Services (DPWES) to lead our award-winning Stormwater Planning Division (SWPD) in reducing flood risk and protecting local watersheds and the Chesapeake Bay. Managing Fairfax County's National Flood Insurance Program (NFIP) and state-regulated dams. DPWES seeks a Stormwater Planning Division Director to lead a diverse group of more than 50 professional and technical staff as one collaborative, creative, and productive team. Join our team to help us protect the environment and serve the people of Fairfax County by creating and preserving a sustainable community that is an ideal place to live, work, and play for everyone.$99k-143k yearly est.18d ago
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Empower Retirement may also be known as or be related to Empower, Empower Retirement LLC, GREAT WEST LIFE & ANNUITY INSURANCE CO, GWL&a Ins Co Employee Welfare Benefit Plan, Great Western Financial, Great-West Life & Annuity Insurance Co and Great-west Financial.