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Senior advisor full time jobs

- 26 jobs
  • Estate Settlement Advisor Sr

    PNC 4.1company rating

    Cleveland, OH

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Estate Settlement Advisor Senior within the PNC Private Bank organization, you will be based in Cleveland, OH. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Engages in fiduciary decision-making by executing the terms of any will or document in which PNC serves as executor or trustee, including estate settlement trusts and other estate-related trusts. Acts as a market or region estate settlement authority. Provides estate administration and related relationship management services for the most complex estates in an assigned book of business and serves as a specialized fiduciary expert for estates in those relationships. + Engages in the most complex estate administration, including addressing special assets, liquidity and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations and meeting all administrative and legal deadlines. Supports the estate settlement business both internally and with Centers of Influence. + Works with external entities to understand, contribute to and implement fiduciary/tax planning strategies and assess financial planning impacts for the beneficiaries. Engages in business-retention and sales opportunities. + Ensures and coordinates the preparation of appropriate tax returns and court or other state-required filings for the estate and the decedent. Administers estate settlement trusts and other estate- related trusts. + Serves as a subject matter resource for the estate settlement team, fiduciary and market leadership. May serve as a point of escalation for problem resolution and stand as a proxy for fiduciary leadership. Assists in determining work assignments of other estate settlement advisors. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments **Competencies** Account Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial Services **Work Experience** Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** No Required License(s) **Pay Transparency** Base Salary: $80,000.00 - $172,500.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. **Application Window** Generally, this opening is expected to be posted for two business days from 10/15/2025, although it may be longer with business discretion. **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $80k-172.5k yearly 60d ago
  • (Senior) Scientific Advisor, Medical Communications

    Iqvia Holdings Inc. 4.7company rating

    Oxford, OH

    and candidates must be US-based. Travel required 10-15%. The (Senior) Scientific Advisor is responsible foroptimizing the customer relationship, developing, and delivering content according to client strategy and branding objectives. Primary responsibilities include the management of projects, development of high-quality scientific content, partnering with stakeholders to meet objectives, and ensure that client needs are met in a timely manner. Responsibilities: Project Management * Responsible for overall strategic management and content ownership of complex, highly visible projects on specific accounts including coordination of digital and interactive content, working with content experts to validate scientific accuracy, project goals, and timelines. * Develop creative concepts, independently prepare, and deliver client presentations in a manner that effectively showcases the featured content as directed by client, and Key Opinion Leaders (KOLs). * Drive long-term planning of assigned accounts including timelines, quality assurance, SOP creation and adherence, and budget monitoring. * Collaborate with internal project team members to ensure client expectations are being met. * Monitor projects to guarantee adherence and pull-through of client strategy. * Synthesize client feedback for implementation by project team members. * Track and report on all opportunities, key milestones, support requirements, etc in Basecamp. * Manage and attend and lead (as-needed) relevant internal meetings, as assigned. * Contribute to enhanced customer service through timeliness and quality of communications and deliverables, including thorough hand-offs to internal project teams. * Develop and maintain working knowledge of managed products, and disease areas and the competitive landscape. * Develop and assist with preparation of client pitches, presentations, and metrics. * Manage faculty recruitment, engagement, and relationships on behalf of clients. * Participate in internal brainstorms, key client strategy and planning sessions, and Summit Global Health strategy/planning sessions. Development of Scientific Content * Authors/supports publication and presentation of product and disease state information in support of client strategy. * Designs and leads the content strategy for Summit Global Health with clients. * Creates and presents content in a variety of media in support of client strategy and objectives. * Review technical documents to ensure regulatory compliance in all content created. * Identifies, develops, recommends and/or negotiates scientifically sound, creative solutions to meet clients' critical business needs. * Monitors the competitive therapeutic landscape for each client to evolve content strategies for differentiation. * Critically reviews technical and scientific reports from external sources for inclusion as a resource for content development. * Reviews clinical regulatory documents and communications. * Understands trends in the scientific communication landscape for data visualization and creative social/digital content trends that Summit Global Health can consider leveraging. Client Relations and Management * Manage the client relationship, setting clear expectations around deliverables and project plans. * Maintain regular contact with client to ensure expectations are met. * Plan, schedule, organize team members, and prepare client update agendas and summaries to facilitate and lead client update meetings. * Synthesize client feedback for implementation by project team members. * Collaborate with internal project team members and departments including Scientific Services, Interactive, and Marketing to ensure client expectations are being met. * Track and report on all opportunities, key milestones, support requirements, etc. * Play key role in new business development including brainstorming client solutions, pitching new business, supporting pitch presentation development, and organizing client kickoff meetings. Brand Management * Establish meaningful, professional relationships with various client stakeholders, including gaining understanding of their individual roles, communication preferences, personal motivators, and the desired outcomes for the brand and for the team. * Ensure The SGH brand is properly represented and promoted throughout client interactions, communications, and deliverables. * Promote and deliver service levels which are sustainable and allow for efficient delivery of a quality product. * Provide data, decisions, and delivery of services in support of client, project, and community success. Requirements: * PhD (preferred) or PharmD with relevant concentration. * For a Scientific Advisor, 3-5 years of experience in a medical communications agency; for a Senior Scientific Advisor, 5-8 years of experience in a medical communications agency. * Relevant therapeutic background. * Strong knowledge of medical information resources and how to access and extract key information * Must be a strong team player and be willing to work in an environment where individual initiative and accountability to the team are required. * Excellent written and verbal communication and presentation development skills. * Data analysis and data visualization skills. * Ability to multitask and prioritize projects effectively. * Solutions-oriented, with excellent organizational skills. * Ability to travel for representation of company at client meetings, advisory boards, medical or industry conferences, pitch presentations, and other meetings as needed. IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at ********************** IQVIA is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law. **********************/eoe The potential base pay range for this role, when annualized, is $95,100.00 - $237,700.00. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). Dependent on the position offered, incentive plans, bonuses, and/or other forms of compensation may be offered, in addition to a range of health and welfare and/or other benefits.
    $95.1k-237.7k yearly 7d ago
  • Sr. Wealth Advisor

    Horan Wealth 3.4company rating

    Cincinnati, OH

    Job Title: Senior Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt Position Reports To: Managing Partner HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. With a focus on personalized financial planning and investment strategies, we strive to empower our clients to achieve their financial goals and secure their financial future. As a Wealth Advisor at HORAN Wealth, you will be responsible for providing comprehensive financial planning and investment advisory services to clients. You will work closely with clients to understand their financial goals, develop tailored strategies, and help them achieve long-term financial success. The ideal candidate is a knowledgeable, ethical, and client-focused professional with a passion for helping people manage their wealth. Core Responsibilities: Business Development: Proactively identify and pursue new business opportunities through networking, referrals, and community involvement. Client Relationship Management: Build and maintain strong relationships with clients by providing personalized financial advice and exceptional service. Serve as the primary point of contact and trusted advisor for client's financial needs. Financial Planning: Conduct comprehensive financial assessments, including cash flow analysis, risk management, retirement planning, tax planning, and estate planning. Develop personalized financial plans based on client's goals and objectives. Investment Management: Create and manage investment portfolios tailored to clients' risk tolerance, time horizon, and financial goals. Monitor and adjust portfolios as needed to optimize performance. Insurance and Risk Management: Evaluate clients' insurance needs and recommend appropriate life, disability, and other insurance products to protect their financial well-being. Client Education: Educate clients on financial concepts, investment options, and market trends. Provide ongoing education and support to help clients make informed decisions. Compliance and Ethics: Adhere to all regulatory and compliance requirements, maintaining the highest ethical standards in all interactions with clients and colleagues. Qualifications Required: Bachelor's degree in Finance, Economics, Business Administration, or related field. Previous experience in financial services or wealth management preferred. Strong analytical skills with the ability to interpret complex financial data. Excellent interpersonal and communication skills, with a client-focused mindset. Detail-oriented with the ability to multitask and prioritize tasks effectively. Proficiency in Microsoft Office suite and financial planning software (e.g., Excel, PowerPoint, MoneyGuidePro). Benefits: Competitive salary commensurate with experience. Comprehensive benefits package, including health insurance, retirement plans, and paid time off. Opportunities for professional development and career advancement within the firm. Collaborative and supportive work environment with a focus on work-life balance. HORAN History: Since 1948, HORAN Wealth has served as a trusted advisor offering retirement planning, wealth management, and life insurance for estate and business planning. HORAN Wealth has a strong regional presence with a national footprint. With offices in Cincinnati, Ohio; and Ft. Mitchell, Kentucky HORAN Wealth serves both corporate and individual clients in 48 states. We strive to bring the best services, resources, and value to our clients through premier national partnerships with M Financial Group and Retirement Planning Advisory Group. Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN Wealth has built a reputation for delivering high quality products and services. Visit horanwealth.com to learn more. Securities offered through M Holdings Securities, Inc., an unaffiliated registered broker-dealer, member FINRA | SIPC. Investment advisory services offered by HORAN Wealth, LLC, registered with the U.S. Securities and Exchange Commission. Not FDIC Insured | No Bank Guarantee | May Lose Value
    $68k-109k yearly est. 60d+ ago
  • Estate Settlement Advisor Sr

    PNC Financial Services Group, Inc. 4.4company rating

    Cleveland, OH

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Estate Settlement Advisor Senior within the PNC Private Bank organization, you will be based in Cleveland, OH. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Engages in fiduciary decision-making by executing the terms of any will or document in which PNC serves as executor or trustee, including estate settlement trusts and other estate-related trusts. Acts as a market or region estate settlement authority. Provides estate administration and related relationship management services for the most complex estates in an assigned book of business and serves as a specialized fiduciary expert for estates in those relationships. * Engages in the most complex estate administration, including addressing special assets, liquidity and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations and meeting all administrative and legal deadlines. Supports the estate settlement business both internally and with Centers of Influence. * Works with external entities to understand, contribute to and implement fiduciary/tax planning strategies and assess financial planning impacts for the beneficiaries. Engages in business-retention and sales opportunities. * Ensures and coordinates the preparation of appropriate tax returns and court or other state-required filings for the estate and the decedent. Administers estate settlement trusts and other estate- related trusts. * Serves as a subject matter resource for the estate settlement team, fiduciary and market leadership. May serve as a point of escalation for problem resolution and stand as a proxy for fiduciary leadership. Assists in determining work assignments of other estate settlement advisors. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments Competencies Account Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial Services Work Experience Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $80,000.00 - $172,500.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 10/15/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $80k-172.5k yearly 60d+ ago
  • Consumer Direct Home Lending Advisor

    JPMC

    Columbus, OH

    Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Consumer Direct Home Lending Advisor in Chase Home Lending, you will guide your clients through the process of home ownership, ensuring strong sales results. Utilizing your extensive knowledge and understanding of home lending products, you will act as the primary point of contact for your customers throughout the duration of the loan. You will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase. Job Responsibilities Convert inbound and outbound leads into Prime FHA mortgage loan applications Source all business and logging all contacts with prospects Use consultative selling of Purchases Loans in a call center environment Recommend optimum product/rate program combinations to prospects Ensure compliance with applicable statues and procedures Provide feedback on lead quality Meet required sales performance for pre-established goal volume Required qualifications, capabilities and skills Proficient with Microsoft Applications (Word, Excel and PowerPoint) Self-motivated and detail oriented Excellent oral and written communication skills Organized with a demonstrated ability to manage multiple tasks and meet deadlines in a timely manner Demonstrated ability in providing superior customer service and consultative selling Ability to work full time in the office Ability to adhere to on-site training Monday - Friday 8:00 AM - 5:00 PM for the first 60 days Preferred qualifications, capabilities, and skills FHA/VA sales experience Call Center experience Marketing, promoting, relationship building, and consulting skills Experience in the Financial Services, Mortgage, Auto, Medical or Education industries
    $54k-106k yearly est. Auto-Apply 60d+ ago
  • Senior Siting Specialist

    TRC Companies, Inc. 4.6company rating

    Columbus, OH

    About Us Groundbreaker. Game changer. Pioneer. TRC has long set the bar for clients who require more than just engineering, combining science with the latest technology to devise innovative solutions that stand the test of time. From pipelines to power plants, roadways to reservoirs, schoolyards to security solutions, clients look to TRC for breakthrough thinking backed by the innovative follow-through of an industry leader. TRC's professionals work with a broad range of commercial, industrial and government clients and the communities they serve. We deliver breakthrough solutions that address local needs -- so our clients can better succeed in an ever-changing world. Working at TRC means tackling interesting, meaningful projects. We pride ourselves on our collaborative spirit, entrepreneurial zeal and agile corporate structure. We recognize that the expertise of our staff is our strongest asset, so we generously reward employees for successful performance and invest in their careers through training and the development of new skills and certifications. Overview TRC's National Energy Siting and Permitting Practice is seeking to grow our successful transmission and renewables siting and permitting practice. As part of our growth, TRC is seeking an experienced Senior Siting Specialist to participate in business development efforts and lead the development, permitting, and regulatory strategy for complex energy infrastructure projects requiring certification by the state Public Utility Commission's (PUCs), with preference given for the Ohio Power Siting Board process. This senior-level role will serve as a technical lead and client liaison, guiding projects through the routing and siting process following PUC requirements from pre-application planning to post-certification compliance. Candidates interested should have a minimum of 10 years of experience within a range of sectors including power generation and transmission, oil and gas, energy project siting, environmental review, and stakeholder coordination, with a strong working knowledge of the State Administrative Code requirements and related federal/state permitting frameworks. The role will include leading the preparation and support of CPCN Applications to the PUCs, and have familiarity with ecological, cultural and stormwater permitting protocols and requirements. Candidates should be familiar with Ohio and surrounding states and their regulations related to transmission siting, have experience working with tribes, federal and state agencies and understand the NEPA processes related to these agencies. Candidates should also have a basic knowledge of GIS, broad knowledge of the permitting and construction issues unique to electric transmission projects, be able to use that knowledge to conduct route selection studies, be familiar with basic mapping (e.g., USGS topographic maps and digital aerial photographs), and have good written and oral communication skills. Responsibilities Regulatory Leadership * Work as part of TRC's siting team on existing and new projects, applying our well tested transmission routing protocols, data management and processing, and report preparation. * Lead PUC certificate applications, amendment filings, and compliance documentation for major transmission, power generation, and natural gas pipeline projects. * Develop permitting strategies that integrate technical, environmental, and stakeholder considerations to achieve project approvals efficiently. * Interpret and apply PUC rules and procedures, guiding clients through all phases of certification. Technical Oversight * Direct preparation of route and site selection studies, environmental impact assessments, and supporting documentation. * Oversee environmental and engineering data analysis, GIS mapping, and visual or noise impact evaluations. * Provide leadership for the development of technically accurate, consistent, and compliant products across all deliverables. Client & Stakeholder Engagement * Serve as the primary client contact for siting-related matters, building long-term relationships with utilities, renewable developers, and independent power producers. * Represent TRC and clients during public meetings, hearings, and agency coordination sessions with PUC staff, as well as State agencies such as DNR and EPA, along with federal agencies such as the USACE and USFWS. * Fulfil a "seller/do-er" role, using your experience to lead and execute siting, licensing, and permitting of all types of energy facilities, with an initial emphasis on electric transmission. * Prepare and review siting and permitting proposals to a wide range of clients. * Anticipate regulatory trends and stakeholder concerns to proactively shape siting strategies. Mentorship & Team Development * Mentor and train junior siting specialists and environmental staff on OPSB processes and technical best practices. * Contribute to TRC's internal knowledge base and siting process improvements. * Support proposal development and business growth initiatives in Ohio and surrounding states including the PJM regional transmission organization and other surrounding markets. Qualifications Qualifications Required: * Bachelor's degree in Geographic Information Systems, Environmental Science, Planning, Engineering, Geography, or related field. * 10-15 years of progressive experience in energy infrastructure siting, permitting, or environmental consulting. * Deep understanding of the PUC certification processes, State Administrative Code requirements, and related environmental regulations. * Proven success managing multi-disciplinary teams, budgets, and schedules on large-scale utility projects. * Exceptional written and verbal communication skills, with demonstrated ability to engage regulators and stakeholders effectively. Benefits*: TRC offers a competitive benefit package consisting of: * Medical, dental, vision, and disability insurance. * 401k package that includes both traditional and Roth IRA options and Company match. * Paid time off contingent upon full time or part time status and level of seniority (ranging from 15 to 25 days per year). * All full-time employees enjoy a minimum of 8 Paid Holidays per year. * TRC ensures that all employees, including those that work part-time, receive paid sick, family, and disability leave in accordance with the laws of their state of residence. * These benefits are applicable to US employees depending on their employment status (full time, part time, or temporary). TRC offers jurisdiction specific benefit packages for International and Puerto Rico employees. Compensation: In accordance with local law, the below salary range is applicable for the job and location associated with this requisition. Compensation will vary based upon experience, education, skill level, geographical location, and other compensable factors. Other Compensation: Employee may be eligible for participation in the Company's annual Discretionary Bonus Program which is contingent on Company, Business Segment, and Individual performance against Key Performance Indicators which vary by year and employee. Disclaimers TRC is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business needs. We celebrate diversity and are committed to creating an inclusive environment for all employees. The complete job description and application are available on TRC's career site. TRC accepts applications for this position on an ongoing, rolling basis and reserves the right to cancel this posting at any time. Salary Range USD $140,000.00 - USD $180,000.00 /Yr.
    $140k-180k yearly 13d ago
  • Environmental Credit Risk Senior Officer

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH

    JobID: 210677389 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $88,350.00-$139,000.00; Chicago,IL $88,350.00-$139,000.00 Bring your expertise to JPMorganChase. As part of Risk Management and Compliance, you are at the center of keeping JPMorganChase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As an Environmental Credit Risk Associate on the Commercial and Investment Bank Credit Risk Management Team, you will be responsible for reviewing and analyzing environmental reports for real estate lending transactions. You will utilize your quantitative and qualitative skills to analyze environmental credit risk for various lines of business. Our team is responsible for evaluating environmental risk through traditional lending activity. Job Responsibilities * Review environmental records/reports related to commercial real estate secured loan transactions. Prepare review memoranda. Procure environmental reports from qualified consultants when required in connection with guidelines and procedures. * Conduct collateral-asset analysis on real estate lending, management, and acquisition/ disposition processes. Serve as a link between Bank personnel and the information provided in environmental reports. Provide timely review, analyses, and recommendations. * For commercial real estate loans in default, obtain and review Phase I ESA's as well as other investigations or surveys from approved environmental firms. * Coordinate and monitor and/or manage requests for proposals, project scope definition, job award, and work-product review of environmental consultants. * Perform independent research of available resources to supplement environmental information in connection with real estate collateral. * Assist management with the development of standardized documentation in connection with environmental inspection checklists, questionnaires, and requests for service. * Perform special projects as assigned including analysis of environmental exposures in connection with bank acquisitions and audit responses. * Assist in qualifying environmental firms to perform work for the Bank. * Perform environmental reviews involving complex environmental reports and property situations, such as contaminated properties undergoing or in need of remediation. * Critically review scopes of work for Phase II subsurface investigations and remedial action plans. Required qualifications, capabilities, and skills * Concise oral and written communication skills; frequent interaction with internal managers, bankers, customers, external vendors, and other external representatives; networking with industry peers; make speeches or presentations; produce and distribute non-routine written materials with technical content, such as correspondence/memoranda, reports and information summaries. * Bachelor's degree or equivalent education in environmental sciences or related fields, and may hold other professional designations or certifications as appropriate depending on the nature of assignments (ie. Registered Environmental Assessor, Certified Asbestos Consultant, etc.). * At least seven years of experience administering environmental investigations, risk management and loss prevention programs with an environmental consultant, lender or property management firm protecting that organization's or clients' commercial real estate activities and assets.
    $88.4k-139k yearly Auto-Apply 52d ago
  • Digital Experience Optimization Senior Specialist

    AAA Mid-Atlantic

    Worthington, OH

    AAA Club Alliance is currently seeking a Digital Experience Optimization Senior Specialist at any of the following locations: Wilmington, DE - Worthington, OH or Cincinnati, OH. The ideal candidate will have a strong background in digital analytics, digital user experience enhancement, and cross-functional collaboration to drive data-informed decisions that enhance our digital platforms. This is a hybrid role, and will require you to be on-site Tuesday, Wednesday, Thursday. What You'll Do: * Design, execute, and manage A/B and multivariate tests to evaluate and improve the effectiveness of various digital strategies and user experiences across web and mobile platforms. * Interpret complex data sets to derive actionable insights, providing recommendations to improve user engagement and conversion rates. * Work closely with product managers, UX, engineers, marketing, and other stakeholders to ensure cohesive implementation of individual tests as well as overall optimization strategies. * Oversee the utilization and administration of digital testing tools, including Adobe Target, ensuring they are effectively leveraged to meet organizational goals. * Owns and manages testing roadmap, backlog, and prioritization. * Establish, document, and maintain standardized processes for digital testing and optimization to ensure consistency and efficiency across all initiatives. * Track key performance indicators (KPIs) related to testing and optimization efforts, and present findings to stakeholders to inform strategic decisions. * Keep abreast of the latest developments in digital optimization and testing methodologies to ensure the company remains at the forefront of digital innovation. * Support targeting and personalization efforts, including providing subject matter expertise on Adobe Target. * Other duties as assigned. Minimum Qualifications: * Bachelor's degree in Business, Marketing, Information Technology, Computer Science, or a related field. * Proven experience in leading A/B and multivariate testing initiatives. * 3-5 years of digital experience, focusing on e-commerce, web, internet, email, and/or mobile web applications. * High proficiency in Adobe Target and Adobe Analytics is required. * Strong analytical and problem-solving skills with a keen attention to detail. * Excellent written, verbal, and presentation communication skills. * Ability to work collaboratively in a team environment and manage multiple stakeholders. * Knowledge of development tools and skills including HTML, CSS, JavaScript, and other web development tools is required. * Prior experience in working with Agile methodology is a plus. * Ability to adapt and innovate in a rapidly evolving digital landscape. At AAA, your success is our success. What we can offer you: * The starting base compensation for this position is $71,410 to $117,737. * The base pay range shown is a guideline for compensation and ultimate salary offered will be based on factors such as applicant experience and geographic location.* * Comprehensive health benefits package. * Up to three weeks of paid time off accrued during your first year. * Annual Bonus Plan. * 401(K) plan with company match up to 7%. * Professional development opportunities and tuition reimbursement. * Paid time off to volunteer & company-sponsored volunteer events throughout the year. * Other benefits include a free AAA Premier Membership, Health & Wellness Program, Health Concierge Service, Health & Life Insurance, Short Term/Long Term Disability. Full time Associates are offered a comprehensive benefits package that includes: * Medical, Dental, and Vision plan options * Up to 2 weeks Paid parental leave * 401k plan with company match up to 7% * 2+ weeks of PTO within your first year * Paid company holidays * Company provided volunteer opportunities + 1 volunteer day per year * Free AAA Membership * Continual learning reimbursement up to $5,250 per year * And MORE! Check out our Benefits Page for more information ACA is an equal opportunity employer and complies with all applicable federal, state, and local employment practices laws. At ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with diverse backgrounds and experiences to enable us to meet our goals and support our values while serving our Members and customers. We strive to attract and retain candidates with a passion for their work and we encourage all qualified individuals to apply. It is ACA's policy to employ the best qualified individuals available for all positions. Hiring decisions are based upon ACA's operating needs, and applicant qualifications including, but not limited to, experience, skills, ability, availability, cooperation, and job performance. Job Category: Marketing
    $71.4k-117.7k yearly Auto-Apply 20d ago
  • Risk Advisor - Business

    Hummel Group 3.6company rating

    Newark, OH

    Job Details Newark, OH Full TimeDescription The Business Risk Advisor is responsible to grow a book of business by developing new relationships with prospects and maintaining relationships with existing clients. ESSENTIAL JOB RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty adequately. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Searches for qualified new prospects, sets meetings, pursues sales efforts, and closes new business. Meets with existing and prospective clients to: Review exposures Analyze business and insurance needs Develop strategy Make recommendations Oversees preparation of proposal material, reviews insurance program coverage, and presents proposals to prospective clients. Involves Account Executive as needed to prepare or present final proposal materials. Explains insurance programs and alternative risk solutions to existing and prospective clients. Determines strategy for the renewal process with the operational team. Introduces the client to the support team for day-to-day service. Provides guidance to Account Executives and Account Manager regarding escalated service issues. Documents detailed client meeting notes or discussions and provides follow-up to the operational team. Supports and adheres to agency goals and objectives to place and retain business with our key companies. Supports and adheres to procedures to minimize the agency's error and omission exposure. Establishes and maintains client contacts through participation in community organizations, professional organizations, etc., which serve our clients. Develops rapport with clients, and entertains existing and prospective clients, as appropriate. Participates in training to enhance knowledge and skills. Other job duties as assigned. REQUIREMENTS: Knowledge, Skills and Ability Expert knowledge of commercial products, markets, and the marketing process. Ability to satisfy the needs of the customer, both internal and external. Excellent negotiating, decision-making, and sales skills. Strong leadership skills and relationship building skills. Excellent customer service and teamwork skills. Ability to interact with employees, customers, and vendor companies. Working knowledge of computer software packages including Microsoft Word, Excel, and Outlook. Ability to use general office equipment, including a computer, copier, and telephone systems. Ability to learn and perform new duties and responsibilities. Ability to travel offsite as needed. Education or Experience A college degree is preferred. A major insurance industry professional designation awarded by the American College of Insurance may be substituted for a college degree (e.g. CPCU). Must be willing to work towards professional industry designations (e.g. CIC, CRM, CPCU). Requires an active state Property and Casualty license Must maintain ongoing education to keep licensure current. Must have a current driver's license and an insurable driving record. Prior sales experience is preferred. Working Environment/ Physical Activities General office work environment. Requires regular use of arms, hands, and fingers. Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear. Required to lift and/or move up to 10 pounds. HIPAA Compliance This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). An employee will be responsible for following the guidelines of the HIPAA Confidentiality Agreement.
    $62k-95k yearly est. 60d+ ago
  • Senior Plumbing Specialist - Mission Critical

    Burns & McDonnell 4.5company rating

    Columbus, OH

    The Senior Plumbing Specialist will lead mechanical design project teams to create world class designs for new projects, alterations and redevelopments on a variety of projects including power, process, corporate, healthcare, pipeline, airports, institutional, industrial, manufacturing, government and military facilities. The Senior Mechanical Specialist will lead the mechanical design team throughout the design and construction process, adapting mechanical plans according to budget constraints, design factors or client needs + Lead mechanical design of projects from the conceptual phase through design completion for project needs and requirements that are set forth by the project managers under the direction of a licensed professional engineer. + Prepare mechanical specifications and data sheets, Request for Qualifications (RFQ's), technical bid summaries, and purchase recommendations. + Review equipment vendor drawings; data interface with suppliers, clients other engineering disciplines, detailers, designers. + Participate in development of mechanical design project schedule, scope, budget staffing planning and construction planning. Responsible for effective management of change orders. + Applies expert knowledge of commonly used mechanical concepts, practices, codes and procedures within the mechanical engineering services industry. + Applies knowledge and experience to complex projects to find non-standard design solutions. + Conduct quality review of production drawings for a variety of projects and project related data as required by the project managers to verify corrections are made within multiple CAD related software. + Responsible for construction administration of mechanical related elements, including coordination with field personnel to resolve design related installation issues, calculations, field inspections and testing of mechanical systems. + Leads field inspections, installation, measurements or calculations for public and private clients. + Prepare and present technical reports for clients and industry publications. + Build effective relationships with existing clients, customers and contractors and develop new business opportunities. Responsible for ensuring customer satisfaction goals and expectations are met. + Participate in sales and marketing efforts and identify key pursuits. + Lead the development of cost proposals and qualification statements to achieve stated targets and standards for financial performance. + Prepare and present project budgets and cost estimates. Report project performance. + Provide performance feedback to managers about staff performance. Participate in recruitment and development of staff. + Responsible for effective communication with other engineering disciplines. + Provide leadership, guidance, and instruction to less experienced staff. + Responsible for QA/QC process adherence. + Responsible for compliance with company and site safety policies. + Performs other duties as assigned + Complies with all policies and standards **Qualifications** + Bachelor Degree in Engineering Technology or related degree from an accredited program. and 7 years mechanical engineering experience. EPC project experience preferred. Required + Expert knowledge in standard engineering techniques and procedures. Strong skills in engineering design software including mechanical equipment design codes (ASME, ANSI, API, PIP, NACE). + Strong skills in engineering design software including AutoCAD, BIM (Revit), 3D Rendering Programs, hydraulic analysis, and HVAC analysis programs. Strong computer skills (e.g. Microsoft Office Suite). + Excellent written and verbal communication skills. + Experience with leading the discipline design for large projects and delegating work tasks to team members. Ability to lead execution of work and resolve issues in a team environment. + Demonstrated critical thinking skills, ability to work methodically and analytically in a quantitative problem-solving environment. + Strong attention to detail, facilitation, team building, collaboration, organization and problem-solving skills. + Ability to perform quality reviews for detailed engineering documents and specifications. + Ability to travel This job posting will remain open a minimum of 72 hours and on an ongoing basis until filled. EEO/Disabled/Veterans **Job** Mechanical Engineering **Primary Location** US-OH-Columbus **Schedule:** Full-time **Travel:** Yes, 25 % of the Time **Req ID:** 250189 **Job Hire Type** Experienced #LI-EH #GFS
    $70k-97k yearly est. 60d+ ago
  • Logistics Advisor Co-Op

    Bridgelogisticsinc

    Cincinnati, OH

    Department: Operations Reports To: Strategic Growth Manager The Logistics Advisor Co-Op is a frontline individual that executes the daily functions of operations within the life cycle of loads and focuses on maximizing performance through utilizing technology and following the standard processes. This role requires discipline, grit, a high sense of urgency, accountability, a student mentality, flexibility based on currents needs, critical thinking and leadership. Duties/Responsibilities: · Understand internal team policies and procedures for conducting brokerage operations · Work closely with the Strategic Growth Manager and Account Reps to maintain workflow and achieve all KPIs · Build into carrier and customer relationships · Utilize software and technology tools to cover freight effectively and efficiently · Send electronic forms of communication internally and externally (Teams, Outlook, McLeod, etc.) · Execute all duties and responsibilities of a Logistics Advisor Co-Op with high sense of urgency, accountability and flexibility. · Involvement in special projects as assigned · Perform all duties within the life cycle of a load to include quoting, building, sourcing carriers, negotiating, track and trace and handling other assignments as they occur. · Other duties and tasks as assigned Required Skills/Abilities: · Present self professionally and ethically always · Exceptional customer focus and interpersonal skills · Strong communication skills both verbal and written · Excellent organizational skills and attention to detail · Excellent time management skills with proven ability to meet deadlines · Strong computer skills and proficiency in Microsoft Office Suite or related software Physical Requirements: · Prolonged periods of sitting at a desk and working on a computer Compensation: · $18/hr, 40 hours/week Schedule: · Monday through Friday · 7:30 AM - 4:30 PM · 1 hour lunch break
    $18 hourly 60d+ ago
  • Senior Specialist, Visual Merchandising

    VSCO 4.3company rating

    Reynoldsburg, OH

    Senior Specialist, Visual Merchandising - (04F4P) Description Your RoleThe Visual Merchandising Senior Specialist develops and implements innovative strategies that elevate in-store presentations, strengthen brand equity, drive sales, and deliver an exceptional shopping experience. This role ensures that all visual concepts are scalable and consistent across the store fleet. Why You Belong HereAt Victoria's Secret & Co, you'll join a world-leading specialty retail brand recognized globally for innovation and excellence in lingerie and fashion. You'll work alongside industry leaders to set the standard for what a retail brand can achieve, placing customers at the center of everything we do to create products and experiences that bring them joy. We believe everyone deserves a place where they truly belong. We celebrate individuality and know that your passion, experience, and unique perspective strengthen our team and business. Here, you'll be empowered to perform, grow, and engage through unmatched opportunities to develop your skills, gain real-world experience, and learn from the best in the business. Your ImpactLead the creative direction for VS Intimates floor sets, seasonal launches, translations, and test initiatives. Collaborate closely with Creative, Marketing, Merchandising, Design, and Store Operations teams to align visual execution with business objectives and maximize profitability. Manage and execute project deliverables according to the visual merchandising calendar, ensuring timely delivery and flawless execution. Continuously evolve visual standards and presentations to reflect brand identity and customer expectations. Develop and translate the VS Intimates Visual Merchandising strategy into creative, fashion-forward, and brand-right concepts for each floor set. Oversee the full product lifecycle of the visual merchandising experience, ensuring consistency and quality across all touchpoints. Continuously ideate and execute innovative merchandising concepts that enhance product placement and styling directives for all floor sets. Design and implement category tests to deliver measurable results and provide actionable insights to cross-functional partners. Stay ahead of industry trends through research and apply cutting-edge visual design and merchandising practices. Conduct regular Victoria's Secret store visits to maintain brand familiarity and deepen customer understanding. Demonstrate strong leadership by influencing peers and effectively managing upward communication. Serve as a project manager-plan, prioritize, organize, and delegate tasks to meet deadlines and deliver excellence. Create compelling storytelling through mannequin and form styling that reflects brand identity and fashion trends. Source and curate inspirational imagery and trend ideas to develop product category mood boards. Collaborate with cross-functional teams to influence decisions and align strategies across all management levels. Elevate the customer shopping experience through impactful visual merchandising and display execution. Travel frequently to local and domestic stores to support visual initiatives. Click here for benefit details related to this position. Posted Salary Minimum: $74,500. 00 Posted Salary Maximum: $99,750. 00 (US Dollar (USD) VS&Co provides an estimated range of compensation for this role as shown. Your actual compensation will be determined by a number of relevant factors, including but not limited to your specific skills, experience, & geographic location. Qualifications: Your ExperienceBachelor's degree in Marketing, Fashion Merchandising, Art, or a related field. 3-5 years of experience in visual merchandising, including managing, executing, and presenting complex strategies and processes. Exceptional creative, design, and visual merchandising skills with a strong eye for detail. Deep interest in current visual merchandising trends and industry best practices. Excellent written and verbal communication skills. Solid understanding of product positioning strategies and brand storytelling. Strong presentation and influencing skills across multiple levels of management. Proficiency in MS Office Suite and advanced skills in Adobe Illustrator, InDesign, and Photoshop. We will consider for employment all qualified applicants, including those with arrest records, conviction records, or other criminal histories, in a manner consistent with the requirements of any applicable state and local laws. Please see links: California Fair Chance Act, Los Angeles Fair Chance Initiative for Hiring Ordinance, Philadelphia Fair Chance Law, San Francisco Fair Chance Ordinance, Los Angeles County Fair Chance Ordinance An equal opportunity employer, we do not discriminate in hiring or terms and conditions of employment because of an individual's race, color, religion, gender, gender identity, national origin, citizenship, age, disability, sexual orientation, marital status or any other protected category recognized by state, federal or local laws. We only hire individuals authorized for employment in the United States. Primary Location: United States-Ohio-ReynoldsburgWork Locations: Distribution Cntr 4-Vss/Vsb Reynoldsburg 43068Job: Visual MerchandisingOrganization: VS Home OfficeSchedule: RegularShift: StandardEmployee Status: Individual ContributorJob Type: Full-time Job Level: Day JobJob Posting: Dec 4, 2025, 7:16:35 PM: : Employee Referral Bonus: 2,500. 00 US Dollar (USD) Refer a friend for this job Tell us about a friend who might be interested in this job. All privacy rights will be protected. Refer a friend
    $74.5k-99.8k yearly Auto-Apply 12d ago
  • Senior Specialist- Receipts & Distributions (Mutual Funds)

    Keybank 4.4company rating

    Brooklyn, OH

    Training: Will take place for the first 2-3 weeks and will require 4 days in office Hours: Monday-Friday 8:00am-5:00pm Job Status: Full-Time Mobile: 2 days in office and 3 days WFH ABOUT THE JOB (JOB BRIEF) The Mutual Funds Receipts & Distributions Senior Specialist helps manage the movement of mutual fund investments in, out, and between accounts at Key Bank. These accounts are part of Key Private Bank and Investment Advisory services. This job includes: Receiving mutual fund assets: Take action when new accounts are opened, making sure Mutual Fund assets are accurately receipted into trust accounts. Sending out mutual fund assets: Take action to send out Mutual Fund assets to contra firms and update the account records accordingly. Handling transfers between accounts: Take action to move Mutual Fund assets between trust accounts. Tracking and adjusting investment details: Ensure transactions and cost basis are recorded accurately for tax purposes. Communicating with other teams: Work closely with other operational teams and Line of Business partners on the status of incoming, outgoing, and internal transfers. You will need to have or develop an understanding of how mutual funds work and follow instructions from trust officers and analysts to make sure everything is done correctly and on time. PRIMARY JOB FUNCTIONS Review and Organize Incoming Assets Examine financial documentation to identify mutual funds involved in the transfer and assess their value. Ensure all instructions are complete and determine the most effective method for asset transfer. Process Outgoing Transfers Execute instructions from internal teams to transfer mutual fund assets to other accounts. Utilize automated systems when available and perform manual updates to records as necessary. Fix Issues and Communicate Clearly Investigate and address discrepancies such as rejected transactions or account balance variances. Coordinate with relevant parties to resolve issues and recommend corrective actions. Process Different Types of Transactions Perform tasks including asset receipt, distribution processing, inter-account transfers, tax record updates, gift processing, and cost basis adjustments in accordance with established company procedures, regulations and timelines. Prepare Professional Communications Communicate clearly and professionally with coworkers and outside companies, whether by email or phone. Build Relationships Get to know the other companies and people involved in these transactions. Stay Organized and Meet Deadlines Prioritize tasks based on urgency and importance, and make sure everything is done accurately and on time. Help Improve the Process Join team projects to make things more efficient, suggest improvements, and help update written procedures. Check Others' Work Review coworkers' files to ensure quality and accuracy. Test System Updates Participate in testing new operational features before they're officially released. REQUIRED QUALIFICATIONS Exceptional verbal and written communication skills, with the ability to convey information clearly and professionally. Experience working in an operations environment. Strong attention to detail and commitment to accuracy. Self-motivated with the ability to work independently and manage tasks with minimal supervision. Demonstrated success in collaborative, team-oriented environments. Proven ability to identify and resolve problems effectively. Excellent organizational and time management skills. Skilled in managing multiple priorities and meeting deadlines in a fast-paced setting. Quick learner with the ability to grasp complex processes and systems. Strong peer leadership and mentoring capabilities. Consistent demonstration of Key's core values in daily work. PREFERRED QUALIFICATIONS Knowledge of Key systems: Global Plus, Global Office, Fidelity Wealthscape Four-year degree in Business or Finance Experience in Mutual Fund Operations Experience in Trust Operations COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $20.19 - $30.77 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. This position is eligible to earn a base hourly rate in the range of $21 to $23.50 per hour depending on location and job-related factors such as level of experience. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 12/30/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $20.2-30.8 hourly Auto-Apply 60d+ ago
  • Estate Settlement Advisor Sr

    PNC 4.1company rating

    Cleveland, OH

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Estate Settlement Advisor Senior within the PNC Private Bank organization, you will be based in Cleveland, OH.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description Engages in fiduciary decision-making by executing the terms of any will or document in which PNC serves as executor or trustee, including estate settlement trusts and other estate-related trusts. Acts as a market or region estate settlement authority. Provides estate administration and related relationship management services for the most complex estates in an assigned book of business and serves as a specialized fiduciary expert for estates in those relationships. Engages in the most complex estate administration, including addressing special assets, liquidity and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations and meeting all administrative and legal deadlines. Supports the estate settlement business both internally and with Centers of Influence. Works with external entities to understand, contribute to and implement fiduciary/tax planning strategies and assess financial planning impacts for the beneficiaries. Engages in business-retention and sales opportunities. Ensures and coordinates the preparation of appropriate tax returns and court or other state-required filings for the estate and the decedent. Administers estate settlement trusts and other estate- related trusts. Serves as a subject matter resource for the estate settlement team, fiduciary and market leadership. May serve as a point of escalation for problem resolution and stand as a proxy for fiduciary leadership. Assists in determining work assignments of other estate settlement advisors. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsDecision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk AssessmentsCompetenciesAccount Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial ServicesWork ExperienceRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) Pay TransparencyBase Salary: $80,000.00 - $172,500.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 10/15/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $80k-172.5k yearly Auto-Apply 60d+ ago
  • Operations Advisor

    PNC Financial Services Group, Inc. 4.4company rating

    Ohio

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. In AMG Operations, we want to inspire new and innovative ideas on how to provide "best in class" service to our customers. As an Operations Advisor on the Reconcilement Team, you will be based in Cleveland, OH. It is required to come into the Cleveland office at a minimum of twice per month at this time. We seek motivated, driven and creative individuals that enjoy working as part of a team in a high-energy environment which thrives on innovation and ingenuity. You will work together to create new solutions which will provide our internal business partners and peers with exceptional service. Valued opinions, supported by collaborative teams, impact the success of AMG Ops. Core hours for this role are Monday - Friday, 8:00 am EST - 5:00 pm EST. As an Operations Advisor, you will be responsible for performing critical reconciliation and control activities for cash, position and non-custody accounts and transactions. This involves reconciling internal demand deposit, suspense and depository accounts and ensuring accurate identification of exceptions and appropriate account usage. The transactions reconciled result from entries made to move funds between internal client and AMG Accounts, both internal and external AMG and Client Accounts and assets between depositories that custody assets for PNC for our clients and also for third party custodians utilized by some of our clients. You will also review or reconcile and report Mutual Fund Activity and Omnibus Fee Transactions. Accurate reporting and timely escalation of exceptions is paramount to your success and contributes to the integrity of our financial operations and reporting. Key responsibilities also include managing and monitoring the opening, maintenance, and closure of internal demand deposit and suspense accounts, monitoring and decisioning DDA overdrafts, identifying and reporting fraud situations and tracking collateral and pledging activities to ensure compliance. Additionally, the position also includes generating and distributing management and exception reports at various frequencies, working with internal and external auditors, ensuring procedures are accurate and that we have appropriate and effective controls. As this is a Sr. Position on the team, it will be necessary for the individual to learn all of the team's functions and processes, however, once that occurs, they will be responsible for a subset of both reconcilements and the other key responsibilities noted. The candidate must have extensive reconcilement experience. Experience with trust accounting or asset management is desired but not required. The candidate should have a high attention to detail along with critical thinking skills, complex problem-solving skills, ability to continually multi-task and re-prioritize, effective communications skills and be comfortable interacting with individuals across many departments, internally and externally, and hierarchies. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Supports a critical operational support service, process, capability or initiative within an operational unit and ensures performance and/or risk indicators are met. * Establishes and monitors process performance measurements and business impact. Prepares performance statistics and reports for internal stakeholders and senior management. * Monitors the production workflow and assists team members with escalated process issues. Independently identifies and resolves exceptions and serves as a point of escalation. * Monitors effectiveness and efficiency of production and/or process. Determines and/or drives change and improvement efforts in production and/or processes. * Ensures the business adheres to policies, procedures and regulatory standards. Independently resolves compliance issues and drives risk mitigation activities. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Customer Solutions, Ensure Compliance, Personal Initiative, Process Improvements, Results-Oriented, Risk Mitigation Strategies, Standard Operating Procedure (SOP) Competencies Accuracy and Attention to Detail, Consulting, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Operational Functions, Problem Solving, Process Management, Products and Services, Standard Operating Procedures Work Experience Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $45,000.00 - $81,000.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 12/11/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $45k-81k yearly 4d ago
  • Risk Advisor - Business

    Hummel Group 3.6company rating

    Wooster, OH

    Job Details Wooster, OH Full TimeDescription The Business Risk Advisor is responsible to grow a book of business by developing new relationships with prospects and maintaining relationships with existing clients. ESSENTIAL JOB RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty adequately. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Searches for qualified new prospects, sets meetings, pursues sales efforts, and closes new business. Meets with existing and prospective clients to: Review exposures Analyze business and insurance needs Develop strategy Make recommendations Oversees preparation of proposal material, reviews insurance program coverage, and presents proposals to prospective clients. Involves Account Executive as needed to prepare or present final proposal materials. Explains insurance programs and alternative risk solutions to existing and prospective clients. Determines strategy for the renewal process with the operational team. Introduces the client to the support team for day-to-day service. Provides guidance to Account Executives and Account Manager regarding escalated service issues. Documents detailed client meeting notes or discussions and provides follow-up to the operational team. Supports and adheres to agency goals and objectives to place and retain business with our key companies. Supports and adheres to procedures to minimize the agency's error and omission exposure. Establishes and maintains client contacts through participation in community organizations, professional organizations, etc., which serve our clients. Develops rapport with clients, and entertains existing and prospective clients, as appropriate. Participates in training to enhance knowledge and skills. Other job duties as assigned. REQUIREMENTS: Knowledge, Skills and Ability Expert knowledge of commercial products, markets, and the marketing process. Ability to satisfy the needs of the customer, both internal and external. Excellent negotiating, decision-making, and sales skills. Strong leadership skills and relationship building skills. Excellent customer service and teamwork skills. Ability to interact with employees, customers, and vendor companies. Working knowledge of computer software packages including Microsoft Word, Excel, and Outlook. Ability to use general office equipment, including a computer, copier, and telephone systems. Ability to learn and perform new duties and responsibilities. Ability to travel offsite as needed. Education or Experience A college degree is preferred. A major insurance industry professional designation awarded by the American College of Insurance may be substituted for a college degree (e.g. CPCU). Must be willing to work towards professional industry designations (e.g. CIC, CRM, CPCU). Requires possession and maintenance of a Property and Casualty license Must maintain ongoing education to keep licensure current. Must have a current driver's license and an insurable driving record. Prior sales experience is preferred. Working Environment/ Physical Activities General office work environment. Requires regular use of arms, hands, and fingers. Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear. Required to lift and/or move up to 10 pounds. HIPAA Compliance This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). An employee will be responsible for following the guidelines of the HIPAA Confidentiality Agreement.
    $63k-97k yearly est. 60d+ ago
  • Digital Experience Optimization Senior Specialist

    AAA Mid-Atlantic

    Cincinnati, OH

    AAA Club Alliance is currently seeking a Digital Experience Optimization Senior Specialist at any of the following locations: Wilmington, DE - Worthington, OH or Cincinnati, OH. The ideal candidate will have a strong background in digital analytics, digital user experience enhancement, and cross-functional collaboration to drive data-informed decisions that enhance our digital platforms. This is a hybrid role, and will require you to be on-site Tuesday, Wednesday, Thursday. What You'll Do: * Design, execute, and manage A/B and multivariate tests to evaluate and improve the effectiveness of various digital strategies and user experiences across web and mobile platforms. * Interpret complex data sets to derive actionable insights, providing recommendations to improve user engagement and conversion rates. * Work closely with product managers, UX, engineers, marketing, and other stakeholders to ensure cohesive implementation of individual tests as well as overall optimization strategies. * Oversee the utilization and administration of digital testing tools, including Adobe Target, ensuring they are effectively leveraged to meet organizational goals. * Owns and manages testing roadmap, backlog, and prioritization. * Establish, document, and maintain standardized processes for digital testing and optimization to ensure consistency and efficiency across all initiatives. * Track key performance indicators (KPIs) related to testing and optimization efforts, and present findings to stakeholders to inform strategic decisions. * Keep abreast of the latest developments in digital optimization and testing methodologies to ensure the company remains at the forefront of digital innovation. * Support targeting and personalization efforts, including providing subject matter expertise on Adobe Target. * Other duties as assigned. Minimum Qualifications: * Bachelor's degree in Business, Marketing, Information Technology, Computer Science, or a related field. * Proven experience in leading A/B and multivariate testing initiatives. * 3-5 years of digital experience, focusing on e-commerce, web, internet, email, and/or mobile web applications. * High proficiency in Adobe Target and Adobe Analytics is required. * Strong analytical and problem-solving skills with a keen attention to detail. * Excellent written, verbal, and presentation communication skills. * Ability to work collaboratively in a team environment and manage multiple stakeholders. * Knowledge of development tools and skills including HTML, CSS, JavaScript, and other web development tools is required. * Prior experience in working with Agile methodology is a plus. * Ability to adapt and innovate in a rapidly evolving digital landscape. At AAA, your success is our success. What we can offer you: * The starting base compensation for this position is $71,410 to $117,737. * The base pay range shown is a guideline for compensation and ultimate salary offered will be based on factors such as applicant experience and geographic location.* * Comprehensive health benefits package. * Up to three weeks of paid time off accrued during your first year. * Annual Bonus Plan. * 401(K) plan with company match up to 7%. * Professional development opportunities and tuition reimbursement. * Paid time off to volunteer & company-sponsored volunteer events throughout the year. * Other benefits include a free AAA Premier Membership, Health & Wellness Program, Health Concierge Service, Health & Life Insurance, Short Term/Long Term Disability. Full time Associates are offered a comprehensive benefits package that includes: * Medical, Dental, and Vision plan options * Up to 2 weeks Paid parental leave * 401k plan with company match up to 7% * 2+ weeks of PTO within your first year * Paid company holidays * Company provided volunteer opportunities + 1 volunteer day per year * Free AAA Membership * Continual learning reimbursement up to $5,250 per year * And MORE! Check out our Benefits Page for more information ACA is an equal opportunity employer and complies with all applicable federal, state, and local employment practices laws. At ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with diverse backgrounds and experiences to enable us to meet our goals and support our values while serving our Members and customers. We strive to attract and retain candidates with a passion for their work and we encourage all qualified individuals to apply. It is ACA's policy to employ the best qualified individuals available for all positions. Hiring decisions are based upon ACA's operating needs, and applicant qualifications including, but not limited to, experience, skills, ability, availability, cooperation, and job performance. Job Category: Marketing
    $71.4k-117.7k yearly Auto-Apply 20d ago
  • Field Visual Sr Specialist - International

    VSCO 4.3company rating

    Reynoldsburg, OH

    Field Visual Sr Specialist - International - (04F0C) Description Click here for benefit details related to this position. Posted Salary Minimum: $74,500.00 Posted Salary Maximum: $99,750.00 (US Dollar (USD) VS&Co provides an estimated range of compensation for this role as shown. Your actual compensation will be determined by a number of relevant factors, including but not limited to your specific skills, experience, & geographic location. Qualifications: We will consider for employment all qualified applicants, including those with arrest records, conviction records, or other criminal histories, in a manner consistent with the requirements of any applicable state and local laws. Please see links: California Fair Chance Act, Los Angeles Fair Chance Initiative for Hiring Ordinance, Philadelphia Fair Chance Law, San Francisco Fair Chance Ordinance, Los Angeles County Fair Chance Ordinance An equal opportunity employer, we do not discriminate in hiring or terms and conditions of employment because of an individual's race, color, religion, gender, gender identity, national origin, citizenship, age, disability, sexual orientation, marital status or any other protected category recognized by state, federal or local laws. We only hire individuals authorized for employment in the United States. Primary Location: United States-Ohio-ReynoldsburgWork Locations: Distribution Cntr 4-Vss/Vsb Reynoldsburg 43068Job: InternationalOrganization: VS Home OfficeSchedule: RegularShift: StandardEmployee Status: Individual ContributorJob Type: Full-time Job Level: Day JobJob Posting: Dec 1, 2025, 5:34:53 AM: : Employee Referral Bonus: 2,500.00 US Dollar (USD) Refer a friend for this job Tell us about a friend who might be interested in this job. All privacy rights will be protected.Refer a friend
    $74.5k-99.8k yearly Auto-Apply 15d ago
  • Senior Home Lending Advisor - Lorain OH

    Jpmorgan Chase & Co 4.8company rating

    Lorain, OH

    JobID: 210672646 JobSchedule: Full time JobShift: : Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities * Coaches and mentors the branch team by providing training on products and services. * Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. * Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. * Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. * Builds role as the internal and external mortgage expert and maintains good relationships with customers. * Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills * Bachelor's degree or equivalent work experience in sales and/or real estate * 3+ years of mortgage lending and proven sales experience in retail banking * Knowledge of real estate market in local area * Excellent written and oral communication skills * Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills * FHA/VA sales experience * Marketing, promoting, relationship building, and consulting skills * Intermediate PC skills in a Windows environment This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************
    $39k-73k yearly est. Auto-Apply 60d+ ago
  • Risk Advisor - Business

    Hummel Group 3.6company rating

    Uniontown, OH

    Job Details Uniontown, OH Full TimeDescription The Business Risk Advisor is responsible to grow a book of business by developing new relationships with prospects and maintaining relationships with existing clients. ESSENTIAL JOB RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty adequately. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Searches for qualified new prospects, sets meetings, pursues sales efforts, and closes new business. Meets with existing and prospective clients to: Review exposures Analyze business and insurance needs Develop strategy Make recommendations Oversees preparation of proposal material, reviews insurance program coverage, and presents proposals to prospective clients. Involves Account Executive as needed to prepare or present final proposal materials. Explains insurance programs and alternative risk solutions to existing and prospective clients. Determines strategy for the renewal process with the operational team. Introduces the client to the support team for day-to-day service. Provides guidance to Account Executives and Account Manager regarding escalated service issues. Documents detailed client meeting notes or discussions and provides follow-up to the operational team. Supports and adheres to agency goals and objectives to place and retain business with our key companies. Supports and adheres to procedures to minimize the agency's error and omission exposure. Establishes and maintains client contacts through participation in community organizations, professional organizations, etc., which serve our clients. Develops rapport with clients, and entertains existing and prospective clients, as appropriate. Participates in training to enhance knowledge and skills. Other job duties as assigned. REQUIREMENTS: Knowledge, Skills and Ability Expert knowledge of commercial products, markets, and the marketing process. Ability to satisfy the needs of the customer, both internal and external. Excellent negotiating, decision-making, and sales skills. Strong leadership skills and relationship building skills. Excellent customer service and teamwork skills. Ability to interact with employees, customers, and vendor companies. Working knowledge of computer software packages including Microsoft Word, Excel, and Outlook. Ability to use general office equipment, including a computer, copier, and telephone systems. Ability to learn and perform new duties and responsibilities. Ability to travel offsite as needed. Education or Experience A college degree is preferred. A major insurance industry professional designation awarded by the American College of Insurance may be substituted for a college degree (e.g. CPCU). Must be willing to work towards professional industry designations (e.g. CIC, CRM, CPCU). Requires an active state Property and Casualty license Must maintain ongoing education to keep licensure current. Must have a current driver's license and an insurable driving record. Prior sales experience is preferred. Working Environment/ Physical Activities General office work environment. Requires regular use of arms, hands, and fingers. Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear. Required to lift and/or move up to 10 pounds. HIPAA Compliance This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). An employee will be responsible for following the guidelines of the HIPAA Confidentiality Agreement.
    $64k-98k yearly est. 60d+ ago

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