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JOB DESCRIPTION
KEY OBJECTIVE:
Under the direction of the Claims Team Leader investigates and settles claims promptly, equitably and within established best practices guidelines.
MAJOR DUTIES & RESPONSIBILITIES:
Duties may include but are not limited to:
• Receive new assignments.
• Reviews claim and policy information to provide background for investigation and may determine the extent of the policy's obligation to the insured depending on the line of business.
• Contacts, interviews and obtains statements (recorded or in person) from insured's, claimants, witnesses, physicians, attorneys, police officers, etc.
to secure necessary claim information.
• Arrange for surveys and experts where appropriate.
• Evaluates facts supplied by investigation to determine extent of liability of the insured, if any, and extend of the company's obligation to the insured under the policy contract.
• Prepares reports on investigation, settlements, denials of claims, individual evaluation of involved parties etc.
• Sets reserves within authority limits and recommends reserve changes to Team Leader.
• Reviews progress and status of claims with Team Leader and discusses problems and suggested remedial actions.
• Timely and appropriate management of litigation files.
• Assists Team Leader in developing methods and improvements for handling claims.
• Settles claims promptly and equitably.
• Obtains releases, proofs of loss or compensation agreements and issues company drafts in payments for claims and expenses.
• Informs claimants, insured's/customers/ agents or attorney of denial of claim when applicable.
• May assist Team Leader and company attorneys in preparing cases for trial by arranging for attendance of witnesses and taking statements.
Continues efforts to settle claims before trial.
• Refers claims to subrogation as appropriate.
• May participate in claim file reviews and audits with customer/insured and broker.
• Administers benefits timely and appropriately.
Maintains control of claim's resolution process to minimize current exposure and future risks
• Establishes and maintains strong customer relations i.e.
agents, underwriters, insureds, experts
Depending on line of business, other duties may include:
• Maintaining system logs
• Investigating compensability and benefit entitlement
• Reviewing and approving medical bill payments or forwarding for outside review as necessary.
• Managing vocational rehabilitation
SCOPE INFORMATION: The position reports directly to a Claims Team Leader or other member of claims management.
The pay range for the role is $60,700 to $103,300.
The specific offer will depend on an applicant's skills and other factors.
This role may also be eligible to participate in a discretionary annual incentive program.
Chubb offers a comprehensive benefits package, more details on which can be found on our careers website.
The disclosed pay range estimate may be adjust...
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Type: Permanent Location: Cheektowaga, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-11 08:33:05
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JOB DESCRIPTION
Why Chubb?
At Chubb, our mission is to provide superior insurance solutions that foster resilience and security for our clients.
We strive to be the preferred choice for individuals and businesses seeking comprehensive coverage and unmatched service.
Join Chubb for a rewarding career where our core values-excellence, integrity, and respect-guide every decision we make.
Be a part of a dynamic team that is dedicated to protecting what matters most and making a positive difference in the lives of our clients and communities.
Together, let's shape a safer, more secure world.
Locations: We are seeking candidates in Phoenix, AZ/ Chesapeake, VA
Responsibilities:
* Drive a customer-centric service culture that consistently delivers exceptional service, resulting in positive feedback and high satisfaction, with results that exceed current industry standards for excellence.
* Manage a portfolio of highly technical, highly service-oriented claims.
Escalate any anomalies and make recommendations to address the situation in proper resolution of the claim.
Negotiate settlement of claims to bring them to a successful conclusion.
This may involve policy holders, other professionals, insurers, loss adjusters, brokers, agents, solicitors and third parties by letter, telephone, meetings, or depositions.
Partner with Actuarial, Senior Leadership, Underwriting, Risk Consulting, and other parties as required to ensure excellent service and appropriate issue resolution.
* Directly manage and oversee property supervisors including completion of performance reviews and recommendations of annual compensation.
* Develop goals and complete performance management plans (PMPS) for direct staff and recommend annual compensation levels.
* Compile effective Executive Summaries on files/issues as necessary/appropriate; escalate to RDM/SDR/Claim Leader
* Ensure appropriate and proactive handling activities in all phases of the claim, including coverage, investigation, case management, reserving, evaluation, negotiation, and file documentation.
* Ensure thorough coverage evaluations, and detailed analysis that are well documented.
Escalate and appropriately communicate coverage issues to Discipline leadership as appropriate.
* Work within the framework of Chubb ethical and service standards.
Fulfill compliance and regulatory requirements (including complaints procedures).
Take responsibility for the control mechanisms which are in place and ensure the team is fully aware and engaged in them.
* Ensure adherence to individual authority grants, all statutory and regulatory requirements and fair claim practices and local compliance requirements, including examiner licensing.
* Where appropriate, facilitate in claim committee process both as a participant on claims in inventory and as a resource to others.
* Ensure all files are handled in accordance with all aspects of the Best Practices.
* Manage autho...
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Type: Permanent Location: Chesapeake, US-VA
Salary / Rate: Not Specified
Posted: 2025-04-11 08:33:04
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JOB DESCRIPTION
Chubb is seeking a Senior Claim Examiner in the Employment Practices Liability group.
The Senior Claim Examiner, under appropriate direction from the manager, investigates and settles non-litigated and litigated claims promptly, equitably and within established best practices guidelines.
This position will report to the Assistant Vice President of EPL Claims out of our Pittsburgh, PA office.
This is not your average Claims role.
When you think of a job handling insurance claims, you may think about storm damage or auto accidents.
Or maybe a large stack of paper?
A career in Employment Practices Liability exposes you to emerging issues in the workplace that have been and remain at the center of national and global media.
Issues such as the Me Too movement, Racial Injustice and Covid.
In this paperless environment, you will use your analytical skills to resolve workplace claims.
We will teach you about Employment Law, contracts and claims.
You will use your influence skills and knowledge to partner with defense counsel and our insureds in resolving discrimination, harassment and other workplace related claims.
The work is interesting.
The environment is collaborative.
Our Claims Professionals in Employment Practices Liability enjoy the work they do and working with their peers that come from a variety of backgrounds (including Law Enforcement, Human Resources, other disciplines in Claims and Legal, to name a few) and bring different perspectives into the team.
Responsibilities after training include:
* Contribute to a collaborative environment by raising new ideas and demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives.
* Complete accurate and timely coverage, liability and damage investigations and evaluations on complex Employment Practices Liability insurance policies.
* Establish, document and execute appropriate strategies to bring early and cost-effective resolution to assigned claims.
* Represent the company at meetings with management and business partners, as well as virtually at mediations.
* Effectively utilize technology systems and tools to track and manage caseload in most efficient and effective manner.
* Build and maintain productive relationships with internal and external customers, including clients, underwriters and agents.
* Consistently demonstrate sound claim handling practices by achieving compliance in areas including investigation, coverage, loss assessment, and case management.
* Assume part of training responsibilities for new claim examiners.
* Provide coaching and guidance to new claim examiners.
* BA/BS College Degree.
JD is preferred, but not required.
* 2 to 4 years work experience, handling claims of a comparable complexity or working in a legal position.
* Excellent verbal and written communication skills.
* A personal commitment to superior performance that adds value to o...
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Type: Permanent Location: Pittsburgh, US-PA
Salary / Rate: Not Specified
Posted: 2025-04-11 08:33:04
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JOB DESCRIPTION
Essential Job Duties and Responsibilities:
* Develop policy, procedures, forms and related documents for new products.
* Develop loss adjustment procedures, forms and related documents for new products.
* Revise policy, procedures, forms, loss adjustment procedures and related documents as necessary for existing products.
* Prepares filing materials and files all products with the respective Sate Insurance Departments.
* Develops and maintains library information to support current and new product lines.
* Works with FCIC in meeting the requirements of the Standard Reinsurance Agreement of new MPCI endorsement products.
* Coordinates new product development with all necessary departments.
* Assists in training and support of Division offices for new products.
* Updates and maintains Rain and Hail forms.
Verify that federal forms meet FCIC requirements.
* Maintains current knowledge of procedures and policy provisions for all product lines.
* Serves as a resource person for forms, procedures and policy provisions.
* Serves on industry committees as directed by Product Manager.
* Responsible for addressing all Jira requests and responding to all email messages.
Informs all appropriate divisions of questions and answers to ensure uniform application of procedures.
* Review and assist in responding to RMA draft bulletins, policy provisions, handbooks etc.
* Review internal company materials to assure they are correct and accurate (i.e.
common agent training manuals, marketing brochures etc.).
* Assist the marketing department with reviewing and updating training material and all brochures, pamphlets etc.
* Assist with any rating or data analysis for any of the products.
* Assist in coordinating Expert Reviews with applicable personnel and drafting a final report.
* Assist with researching and responding to questions from division offices and IT.
* Assist with drafting company positions for release to division offices.
* Assist in assuring that the correct policy provisions are being issued to policyholders.
* Assist in coordinating all new and revised form development.
* Maintains a working knowledge of current spreadsheet software available in the computer industry and suggests improvements in Rain and Hail systems for handling data where appropriate.
Ability to proficiently use Excell software is important.
* Assists with all other duties as assigned within the Products group.
Knowledge, Skills, and Abilities:
* Knowledge of or the ability to learn Rain and Hail's products, services, and systems.
* Knowledge of or the ability to learn underwriting policies and principles and to make decisions based on that information.
* Knowledge of or the ability to learn and use insurance industry and company terminology.
* Ability to effectively communicate and maintain positive business relationships w...
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Type: Permanent Location: Johnston, US-IA
Salary / Rate: Not Specified
Posted: 2025-04-11 08:33:03
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JOB DESCRIPTION
Our Internship Program is an excellent starting point for individuals seeking to learn more about the insurance industry at one of the world's leading P&C insurance companies.
As a risk consulting intern, you'll have the chance to learn how Chubb Risk Consultants determine a home's replacement cost and assist our clients in preventing losses.
You will also learn what it takes to support our risk consulting technology platform by working with the home office Technical Team.
Our program offers the opportunity to learn, grow, and build professional skills while being supported by our experienced team members.
Successful participants in the program may have the opportunity to return to Chubb as a full-time employee or future intern, depending on their graduation date.
As part of our internship program, you will receive:
* Targeted business training designed to help you refine your professional skills and acumen critical to the success of Chubb professionals.
* Technical training to deepen your skill level within your chosen discipline and an understanding of our broader industry.
* Access to additional training to compliment your professional development.
Internship Program is planned to start in JUNE 2025.
QUALIFICATIONS
Sponsorship,
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-11 08:33:02
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JOB DESCRIPTION
This position is responsible for measuring adherence to claim adjudication best practices in order to ensure quality claim handling identify specific learning or training opportunities and reduce financial leakage.
The position serves as a primary resource to conduct target risk-based audits, which drive improved quality assurance, customer experience, policy retention and sales.
This resource will also support other Global Risk Management led quality audits and risk management functions, where needed.
RESPONSIBILITIES:
* Conduct monthly post-payment audits of claims randomly selected from all claims paid.
* Identify accuracy results at the individual, unit and department levels.
* Review claims management audit results for calibration of QA results at the department level
* Maintain QA database with results identified for monthly quality metric reports.
* Serve as local expert to field claims offices in the identification and communication of issues or observations.
* Provides Senior Management with detailed documentation to evidence these findings.
* Provides effective communication with claims management regarding trends and recommendations for training to support adherence to claims best practice outcomes.
* Consult with other departments (e.g.
Legal and Compliance), internal and external auditors as required to assess information and audit findings.
* Other activities assigned by management.
COMPETENCIES:
* Quality and customer centric orientation
* Analytical with excellent decision making skills
* Strong attention to detail
* Prior experience in a fast paced, production environment
* Excellent oral and written communication skills
* Self-starter
* Ability to work independently with minimum direct supervision
SKILLS/EXPERIENCE: equivalent
* Able to learn and quickly apply technical knowledge to insurance products and practices.
* Ability to use MS Office, Excel, Access and web-based applications.
* Windows based PC knowledge
* Experience with PC based online claim processing systems and/or imaging systems helpful.
KNOWLEDGE
* Medical terminology, desirable
* Insurance courses - ICA, AHIP, LOMA desirable
* 3-5 years' experience in life, accident or health claims
* Previous operational audit experience, desirable
* Risk management experience, desirable
EDUCATION:
* Associates or Bachelor's Degree preferred or equivalent insurance industry experience (required)
ABOUT US
OUR BENEFITS
As a Chubb corporate employee, you have access to one of the most comprehensive benefit plans in the business, designed to meet your needs and help you reach your financial goals.
More details can be found here.
Chubb is committed to supporting its employees with a comprehensive compensation package that is appropriate in the market where they work.
Below are several of the many benefits we offer our employees...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-04-11 08:33:02
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JOB DESCRIPTION
Our Internship Program is an excellent starting point for individuals seeking to learn more about the insurance industry at one of the world's leading P&C insurance companies.
As an underwriting intern, you'll have the chance to learn how advanced tools determine what risks Chubb can help cover.
You will experience how to take difficult situations and exposures and help people and businesses face them with confidence.
Our program offers the opportunity to learn, grow, and build professional skills while being supported by our experienced team members.
Successful participants in the program may have the opportunity to return to Chubb as a full-time employee or future intern, depending on their graduation date.
As part of our internship program, you will receive:
* Targeted business training designed to help you refine your professional skills and acumen critical to the success of Chubb professionals.
* Technical training to deepen your skill level within your chosen discipline and an understanding of our broader industry.
* Access to additional training to compliment your professional development.
Internship Program is planned to start in June 2025.
QUALIFICATIONS
Sponsorship,
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-04-11 08:33:01
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JOB DESCRIPTION
Combined Insurance, a Chubb Company, is seeking a Customer Care Associate join our fast-paced, high energy, and growing company.
For nearly 100 years in the insurance industry, our company has been passionate about serving our customers and providing them peace of mind and protection when they need it the most.
Come build your career here, along with other positive, hard-working, talented professionals-just like you!
JOB SUMMARY:
This position is primarily responsible for analyzing, researching and responding to all service related customer inquiries.
The avenues of communication with this position are via letter, email, or fax.
The PHS Customer Care Associate role requires a skillset geared towards analytical thinking, decision making, crafting business correspondence, multiple application navigation and a capability to handle moderate to high complexity assignments.
The PHS Customer Care Associate is also responsible for personal tracking of various duties including daily productivity reports, time service reporting as well as any tracking of correspondence produced should there be a need for potential specialty mailing, escalated handling, etc.
RESPONSIBILITIES
* Analyze, research, and respond to all Policyholders inquiries via any of the following avenues: Business correspondence or email communication.
* Understand customer's request(s), reviewing applicable policy administration systems, gathering needed information to provide or to resolve customer needs and disputes.
* Communications will accurately describe the outcome of customer's request, provide all relevant updates and information needed with the business appropriate tone.
* Provide support and/or handle internal Policyholder Service Center escalations or time-sensitive customer inquiries.
* Conduct all necessary system transactions to satisfy completion of a service request.
Such transactions could include policy accounting, policy record updates, termination or reactivation transactions, etc.
* Accurately document back-end systems/ upload documents to record storage databases.
* Expected to handle any other duties assigned by Manager as well as participation in team functions, meetings, incentive programs, etc.
* Build broad understanding of our products and systems quickly with an independent focus.
* High volume processing output with focus on providing a positive customer experience; balancing efficiency, timeliness, and quality within department's SLA requirements.
* Ability to maneuver between system applications confidently to find information and respond to customer needs in a timely manner.
* Collaborate with team leadership to ensure effective resolution of unfamiliar customer needs, follow-up, and workflow.
* Support Regulatory customer facing work.
* Handle Special Projects that may be assigned to include Company initiatives, cleanup activities, etc.
* Support or collaborate w...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-04-11 08:33:00
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JOB DESCRIPTION
ESIS ProClaim is seeking an experienced Claims Specialist.
In this role you will manage general liability claims and other lines.
Key Objective
Under the direction of the AVP and VP of Claims and Claims Team Leader you will review coverage, investigates facts of third-party claims, secure evidence, assesses, addresses subrogation/recovery/tenders, and apportions liability and settles claims at the best outcome within established claim best practices guidelines and client instructions.
Responsibilities include but are not limited to:
* Determine coverage, conducts a thorough investigation and may determine the extent of the policy's obligation to the insured depending on the line of business.
* Maintain diary system to ensure each file is reviewed at a minimum of every 90 days.
* Effectively work with defense counsel and litigation working collaboratively, as directed by the client.
* Ensure detailed 90-day Claim Summary Reports are prepared and provide updates to the client on investigation, potential settlement opportunities, claim denials, reservation of rights, third party tenders and recommendations to present at claims review meetings.
* Posts loss and expense reserves in Claims system within authority limits and recommends reserve changes above authority to AVP and/or VP of Claims.
* Reviews progress and status of claims with claims leadership and discusses issues/opportunities/task and remedial actions.
* Prepares and submits to claims leadership all unusual or potentially undesirable exposures such as allegations of bad faith or unfair claim practice allegations.
* Assists Claims Leadership in formulating improvements in claims handling procedures.
* Assist and works with Partnership Leaders on delivering results, attend meetings and claim reviews.
* Reviews and confirms claims professionals have secured the appropriate releases, proofs of loss or compensation agreements and issues company drafts in payments for claims.
* Maintains claims with the appropriate file notes, reports, photos, and documentation within the claim.
* Follows all company and regulatory compliance requirements.
* Updates claim timely with Medicare data and addresses Medicare reporting & interest.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compens...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-11 08:32:59
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JOB DESCRIPTION
Are you ready to make a meaningful impact in the world of workers' compensation? Join ESIS, a leader in risk management and insurance services, where your skills and talents can help us create safer workplaces and support employees during their times of need.
At ESIS, we're dedicated to providing exceptional service and innovative solutions, and we're looking for passionate individuals to be part of our dynamic team.
If you're eager to advance your career in a collaborative environment that values integrity and growth, explore our exciting workers' compensation roles today and discover how you can contribute to a brighter future for employees everywhere!
ESIS is looking to hire a Workers' Compensation Team Leader to supervise and direct the activities of Claims Representatives, Specialists, Claims Assistants, and/or other clerical support positions in the investigation and management of workers' compensation claims to ensure prompt, efficient, and fair claims handling.
Ensure a high level of customer service and claim file quality.
GENERAL RESPONSIBILITIES:
* Improve the technical quality of files within the team.
* Act as a team facilitator to help remove barriers and take an active role in resolving team issues.
* Be an integral member of the Claims Office Workers' Compensation Management Team.
* Be responsible for ongoing team development, ensuring effective loss dollar management, and providing value-added customer service.
* Maintain a strong commitment to team building and ESIS management principles.
* Understand and utilize current information systems.
* Collect and analyze data to identify individual opportunities for improvement.
* Work with individuals to assess their knowledge and skill gaps and develop plans for enhancement.
* Promote ESIS Claims Management Division strategies and values.
* Address Human Resource issues and problems effectively.
* Demonstrate a proactive approach to servicing external and internal customers.
* Show understanding and ability to apply the technical aspects of claims handling.
* Provide one-on-one coaching and counseling to team members.
* Effectively evaluate programs and procedures for continuous improvement.
SPECIFIC RESPONSIBILITIES:
* Review and assign all new claims based on customer needs and claim complexity.
* Determine initial reserves and provide direction to representatives as needed, identifying issues with compensability, medical conditions, subrogation, etc.
* Ensure that all coding and documentation are appropriate.
* Follow files according to diaries established by the system as well as individual claim file diaries based on the complexity of the file or customer agreements.
* Review files at key checkpoints for investigation, medical management, subrogation, statutory requirements (forms, etc.), reserve accuracy, fraud indicators, and provide guidance on ESIS best practi...
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Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2025-04-11 08:32:58
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JOB DESCRIPTION
Are you ready to make a meaningful impact in the world of workers' compensation? Join ESIS, a leader in risk management and insurance services, where your skills and talents can help us create safer workplaces and support employees during their times of need.
At ESIS, we're dedicated to providing exceptional service and innovative solutions, and we're looking for passionate individuals to be part of our dynamic team.
If you're eager to advance your career in a collaborative environment that values integrity and growth, explore our exciting workers' compensation roles today and discover how you can contribute to a brighter future for employees everywhere!
Key Objective:
Under direct supervision initially, performs customer service and/or claims functions while training to become a claims representative.
Gains exposure to all facets of a professional claims representative position through classroom and hands on learning.
Will be assigned a caseload as training progresses.
Duties may include, but are not limited to:
* Assists with new losses, verifies accuracy of information
* Deals with, insureds, clients, and other customers
* Complete claim investigation via phone and email to injured workers, medical providers and employers.
* Handles jurisdictional notices, payment of benefits, scheduling medical appointments, completion and filing of necessary forms
* Review medical reports and information to determine compensability of claims.
* Work with Special Investigation Unit when necessary
* Direct attorney representation to strategize case resolution
Handles other administrative duties for the team as assigned
QUALIFICATIONS
* College
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, hara...
....Read more...
Type: Permanent Location: Chatsworth, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-11 08:32:57
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JOB DESCRIPTION
The Lower Middle Market ("LMM") New Business Underwriter is a field-underwriting role fully dedicated to new revenue generation for multiline accounts in our Financial Institutions Industry Practice.
The individual is accountable for reviewing, triaging, underwriting, and quoting submissions and securing binds to achieve his/her individual production goal while adhering to Chubb standards of underwriting and compliance.
The underwriting territory is the Southwest.
The ideal candidate will possess strong underwriting skills, exceptional communication abilities, strong organizational skills, and the capacity to build and maintain impactful relationships.
In this role, you will effectively manage agent relationships and collaborate with internal partners in Field Underwriting, Distribution, and Operations to ensure seamless processes and superior service delivery.
The preferred candidate has experience in Commercial Lines Property & Casualty underwriting and has demonstrated the ability to drive profitable new business revenue while adhering to audit and compliance requirements.
Responsibilities:
* Multiline underwriting including Package, Umbrella, Workers Compensation, Auto, and ancillary lines while ensuring adherence to our established underwriting strategy and authority, as well as following a referral process to maintain compliance and audit standards
* Cross-sell additional lines of business to maximize revenue per account, including P&C, Multinational, Financial Lines, Cyber, Accident & Health, and other relevant products
* Work closely with local Business Development Managers to identify opportunities for growth and production enhancement within assigned agencies
* Establish and maintain strong working relationships with assigned agents to drive profitable growth
* Disciplined desk management, including production planning and forecasting for assigned book of business
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other ch...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-04-11 08:32:56
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JOB DESCRIPTION
The Sr Underwriter's primary responsibility is to underwrite individual risks through a demonstration of the following skills and abilities:
* Fundamentals of coverage, terms and conditions.
Ability to offer coverage, terms and conditions which generate a profit for the Company while meeting the needs of the customer.
* Risk Assessment.
Ability to identify risk exposures, special or common hazards, and appropriate controls.
Ability to select risk based on exposure and risk analysis.
Ability to analyze claims and quantify losses.
* Actuarial fundamentals.
Ability to understand loss trends and ratemaking.
Ability to quantify risk based on experience history and forecasting methods.
* Marketing and communications.
Ability to sell and negotiate to achieve bottom line profitability for the Company.
Ability to make presentations and communicate articulately.
Ability to base communications on strategic thinking.
Ability to manage producer strategy.
* Systems and programs.
Ability to use systems and software programs needed to conduct daily business
MAJOR DUTIES & RESPONSIBILITIES
Duties may include but are not limited to:
* Drives production across assigned territory
* Demonstrates strong technical acumen
* Conducts marketing meetings, office visits and events to source business
* Determines terms and conditions and complex rating plans
* Documents the underwriting files
* Handles more complex files and portfolios within underwriting authority
* Ensures clear communication and servicing to both internally and to assigned agents and brokers
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-04-11 08:32:55
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JOB DESCRIPTION
The ESIS Claims Specialist, under the direction of the Claims Team Leader, investigates and settles claims promptly, equitably, and within established best practice guidelines.
In addition to claims handling, a portion of the Claims Specialist's time will be dedicated to assisting management with training and developing new staff.
Major Duties & Responsibilities
Duties include but are not limited to:
* Under limited supervision, receive assignments and review claim and policy information to provide background for investigation and may determine the extent of the policy's obligation to the insured, depending on the line of business.
* Contact, interview, and obtain statements (recorded or in person) from insureds, claimants, witnesses, physicians, attorneys, police officers, etc., to secure necessary claim information.
* Depending on the line of business, inspect and appraise damage for property losses or arrange for such appraisals.
* Evaluate facts supplied by investigation to determine the extent of liability of the insured, if any, and the extent of the company's obligation to the insured under the policy contract.
* Prepare reports on investigations, settlements, denials of claims, and individual evaluations of involved parties, etc.
* Set reserves within authority limits and recommend reserve changes to the Team Leader.
* Review the progress and status of claims with the Team Leader and discuss problems and suggested remedial actions.
* Prepare and submit to the Team Leader unusual or potentially undesirable exposures.
* Assist the Team Leader in developing methods and improvements for handling claims.
* Settle claims promptly and equitably.
* Obtain releases, proofs of loss, or compensation agreements, and issue company drafts for payments of claims.
* Inform claimants, insureds/customers, or attorneys of the denial of a claim when applicable.
* Assist the Team Leader in training and developing new claims staff.
QUALIFICATIONS
* 5
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, men...
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Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2025-04-11 08:32:52
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Join the Commercial Banking Merchant Services Sales team! In this role, you will drive the end-to-end client experience.
As a Sales Leader within Merchant Services covering the Government sector, you will focus primarily on generating new business from prospective clients.
You will work closely with an established team of Commercial Bankers and Treasury Sales teams to integrate and develop comprehensive strategies to grow and deepen our merchant services portfolio in the Government sector.
You will manage a sales team that consists of geographically dispersed Sales professionals.
Job responsibilities:
* Lead sales team to establish end-to-end sales and prospect opportunity pursuit planning strategies for new business sales.
* Drive pro-active and effective collaboration between Merchant Services and the Government sector teams.
* Execute and lead strong performance management discipline.
* Leverage expert cross-functional business knowledge, financial acumen, strong internal relationships, and exceptional leadership skills to make significant and impactful decisions
* Represent the \"voice of the client\" to Merchant Services product and manage revenue vulnerability and client loss through a deep understanding of the client's needs and identification of product and service delivery gaps
* Have demonstrated understanding of the business including financial performance benchmarks, key challenges and opportunities in the competitive landscape
* Apply financial and market analysis to support proposals for new business and renewals
* Be a Strategic thinker who supports the goals and direction of Merchant Services, Commercial Banking and the firm
* Demonstrate best in class communication skills, including influencing, negotiation and collaboration
* Lead by example, by applying a consultative selling approach to cultivate references and develop appropriate product solution recommendations as a player and coach to the team.
* Travel up to 50%
Required qualifications, skills and capabilities:
* Possess 10+ years of relevant experience in sales, client management, or relationship management
* Demonstrate management experience of a sales and/or relationship management team
* Exhibit proven leadership, management, execution, coaching, and influencing skills, particularly at the C-Level
* Develop and build collaborative partnerships across lines of business (X-LOB) with key stakeholders to achieve firm-wide objectives
* Achieve proven success in active leadership and direct management of a geographically dispersed sales team
* Demonstrate experience in cross-selling products and a track record of meeting or exceeding product penetration goals
* Establish and maintain excellent relationships with clients
* Utilize data and information to drive business results, make compelling recommendations, and inform effective decision-making
* Apply financial and mar...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-11 08:32:29
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You will be based in the New York Office but will be part of the wider and growing fixed income financing focused sales team in North America.
As an Associate within the Fixed Income (FI) Financing Sales team, you will join the wider North America based sales team who deal in all major markets, as it pertains to repo and financing products.
You will transact in these markets across a wide range of clients (asset managers, insurance accounts, pension funds, banks, sovereign wealth funds, hedge funds, etc).
You will be someone who thrives in a role where a blend of teamwork and independent work is required so a collaborative mindset is a must and having self-starter entrepreneurial attitude is a plus.
You will have excellent interpersonal and communication skills as a large part of your role will entail frequent and ongoing dialogue between both internal stakeholders and clients.
Your main client base will be North America and London Based.
Job responsibilities
* Collaborate with our partners in trading and research to provide comprehensive client coverage, including fulfilling client requests for market updates, assisting with the execution of client trades and providing clients with market intelligence
* Work closely with the broader Macro Sales team providing repo and financing specialist market expertise
* Take responsibility for full trade lifecycle starting from checking KYC, legal documentation, credit lines to then trade execution including trade booking, and general sales coverage
* Demonstrate proficiency in identifying market drivers and product lingo while showing a high degree of interest in broader fixed income markets
Required qualifications, capabilities, and skills
* Relevant experience in a front-office markets role and a solid understanding of macroeconomics
* Strong understanding of global fixed income markets products with particular emphasis on repo/reverse repo and funding tools
* Clear, logical thinker with strong qualitative abilities and creative problem solver with ability to perform well under pressure
* Strong team player that is detail oriented with a highly disciplined approach to process and quality control
* Meticulous attention to detail and ability to multitask
* Effective communication skills to interact with internal partners and clients
Preferred qualifications, capabilities, and skills
* Knowledge of global repo/funding markets, especially in the government bond space
* Proficiency in Bloomberg, Microsoft Office
* Ability to learn quickly, multi-task and self-manage priorities
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small bu...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-11 08:32:23
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
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Type: Permanent Location: Kissimmee, US-FL
Salary / Rate: Not Specified
Posted: 2025-04-11 08:32:21
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The Asset & Wealth Management (AWM) Product Team leads data strategy and support for the core data used across AWM needed to run our business, such as client and account data, reference data, product data, securities and pricing data, transactions and holdings, and index data.
As a Product Management Executive Director within the Party and Account (P&A) Team you will lead initiatives to improve the client information product, develop user-friendly experiences for party and account maintenance processes, and collaborate with various teams to enhance the online experience for Private Bank clients.
This role requires innovation and the ability to synthesize user research, client feedback, and competitive dynamics to improve product concepts.
Job responsibilities
* Execute the product vision, applying best practices to leverage market and technology opportunities
* Evaluate requirements when determining what should be built, and describe what is needed with well-written stories, specifying acceptance criteria for stories, track issues and action items, measuring progress e.g., value delivered to clients in each iteration
* Define and implement common capabilities and micro-services solution to be re-used across the WM
* Drive data quality testing and improvement efforts, integrating data into analytics platforms for advanced projects like machine learning and AI
* Manage processes to identify, monitor, and mitigate data-related risks, ensuring compliance with firm-wide policies
* Develop consistent data definitions, define data 'golden sources' and create standardization
* Oversee conceptual, logical, and physical data models that conform to data standards and conventions
* Perform data analysis, creates data flows, and provide data sourcing/data mapping to Party & account consumers
* Support the organization's transformation into an agile-driven, product-based model, leading change management initiatives
Required qualifications, capabilities, and skills
* 6+ years of experience in a major financial services organization with data project or project management experience
* Practical knowledge of project management enabling business transformation
* Demonstrated ability to lead a group, identify tasks, and ensure progress of objectives
* Excellent written and verbal communication skills
* Ability to analyze project data, prepare, and present project reports
* Advanced skills in Microsoft Office, process-mapping tools (e.g., Visio), and analytical tools like Alteryx Experience using process-mapping tools (e.g.
MS Visio, Lucid Board, Jira etc.)
* Proficiency in Agile (Scrum) development methodology
* Experience leading a high performing team of Product Owners
Preferred qualifications, capabilities, and skills
* Experience with data analysis and party & account data strategy
* Wealth Management experience preferred.
JPMorganChase, one of the oldest fin...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-11 08:32:17
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We're on the hunt for an Executive Director to join our Core Strategy & Process Improvement team.
In this role, you'll be part of our in-house advisory team, delivering strategic solutions to address JPMC's most critical needs.
You'll collaborate with senior leaders across various business lines and corporate functions to make key business decisions, improve our operating models, and enhance our bottom line.
Your work will often involve tackling complex business issues that affect the entire firm, such as Return to Office and Hybrid Work.
Our approach mirrors that of Big 4 consulting firms, with small, dedicated project teams working on a project for 4 to 16 weeks, depending on complexity and scope.
As an Executive Director within the Core Strategy & Process Improvement (S&PI) team, you will be a part of our in-house advisory team, dedicated to delivering strategic solutions that address the most pressing needs of JPMC.
Your primary responsibilities will include making critical business decisions to enhance operating models, create a significant impact on employees or clients, and boost the bottom line in collaboration with senior leaders from various business lines and corporate functions.
You will also frequently focus on resolving complex business issues that have a broad impact across the firm.
The S&PI team follows a hypothesis-promoten, empirical approach to problem-solving, similar to the approach adopted by Big 4 consulting firms.
You will be part of small, dedicated project teams, working on projects ranging from 4 to 16 weeks, depending on their complexity and scope.
Your role will involve establishing a strong fact base and understanding of the problem, followed by working closely with businesses on both short-term and long-term solutions.
Job Responsibilities:
* "Own" execution of clearly defined, well-scoped components within a workstream, which could span process improvement, organizational change, and / or functional strategy efforts
* Develop project-specific content / domain knowledge quickly and actively participate in team problem-solving sessions
* Gather, model, and analyze data to test hypotheses, identifying trends and key insights
* Produce presentation materials to summarize findings / recommendations and take part in syndication efforts
* Prepare and listen well; interject and participate in client interviews to gather baseline information and can work with client team members to clarify / execute any follow-up requests
* Work closely with stakeholders to develop and refine recommended solutions to address issues
* Establish excellent relationships with internal clients and colleagues
* Manage own deadlines / timeframes, proactively escalating issues as needed
* Receptively be open to coaching and feedback; active / ongoing feedback via apprenticeship model
* Collaborate as a team , working well with project VP and other analysts / associates in completing workstream...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-11 08:32:15
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As a Data Analytics Associate on the Home Lending Data & Analytics team, you'll be deriving actionable insights to support our originations strategy through rigorous analysis supporting key business strategies.
You'll need to combine quantitative analysis, business acumen, and a focus on problem-solving to drive impactful outcomes.
Job Responsibilities
* Collaborate with Marketing, Product and other Data & Analytics partners to define objectives and develop data-driven solutions for complex business challenges
* Source and integrate data from various platforms to narrate the story of past performance and provide guidance on enhancing business effectiveness in meeting customer needs
* Perform descriptive, diagnostic, and inferential analyses to uncover trends, patterns, and actionable business insights
* Identify opportunities with the broader team to develop and enhance dashboards & automated reporting tools to facilitate decision making for business partners
* Conduct deep-dive analyses to identify and quantify drivers of business performance and recommend actions to improve KPIs
* Build analytical frameworks to support strategic and complex business priorities
* Implement predictive analytic models within targeted marketing campaigns, including customer segmentation and forecasting the incremental benefits of marketing efforts.
Required Qualifications, capabilities, and skills :
* Bachelor's degree in a STEM field and 2+ years of experience in data analysis, business strategy, or related fields
* Proficiency using MS Excel, SQL, Python, SAS and Tableau for data manipulation, visualization, and analysis
* Proven ability to connect data analysis to business strategies and deliver results that drive measurable impact
* Exceptional critical thinking, analytical, and communication skills to effectively deliver insights to technical and non-technical audiences
* Strong ability to analyze complex problems, dive deep into data, and design innovative solutions.
A relentless curiosity to understand the \"why\" behind data patterns.
Preferred Qualifications, capabilities, and skills :
* Experience with cloud platforms (e.g., AWS, Snowflake) for large scale data processing
* Familiarity with customer segmentation, targeting, or propensity modeling
* Background in financial services, Mortgage, or related domains is a plus
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible ...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-04-11 08:32:02
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We are seeking a credit trained, highly analytical, creative & self-motivated individual to join the NY based CPG Lending team.
We look for candidates who possess strong accounting, finance, quantitative and business writing/communication skills, as well as modelling, forecasting, and valuation experience.
As an associate in CPG Lending, your primary role is to support the management of our loan portfolio through credit analysis alongside senior portfolio managers and traders, and to support the creation, management, and ongoing analysis of CPG originated SRTs (Synthetic Risk Transfers).
Portfolio management will start with fundamental credit analysis and lead to the generation of trade ideas and strategies centered around the lending book and being the support function for portfolio managers and traders.
Key tasks include formulating a credit and relative value views around positions in the portfolio, building and maintaining models that project future cash flows, performing valuation work, formulating portfolio management strategies, and communicating these strategies to portfolio managers and senior management.
This role requires a wide variety of strengths and capabilities, including:
* A minimum of 2+ years of experience in a banking, research role, or accounting focused role which may include working as a desk analyst, investment banking analyst, or other analytical and demanding roles
* Proficiency in analyzing financial statements, financial modeling, and valuation with knowledge of relative value highly desired
* Intermediate-to-Advanced level of proficiency in Excel and Power Point
* Strong written and oral communication skills
* Demonstrated ability to cover multiple credits in a dynamic environment requiring efficient evaluation of opportunities in response to news and market changes
* Intellectual curiosity with a passion for the markets and an interest in investing
* Strong Excel skills with a focus on data analysis, manipulation, and organization.
Prior use of or knowledge of Python and Tableau are a plus
* Knowledge of loan and CDS markets are a plus, not required
* A CFA, or progress toward a CFA is a plus, not required
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of i...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-11 08:31:56
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Cape Coral, US-FL
Salary / Rate: Not Specified
Posted: 2025-04-11 08:31:51
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At JPMorgan Chase, we are committed to understanding the impact of climate change on the risks we identify and manage.
Our Climate, Nature, and Social (CN&S) Risk team is at the forefront of establishing firmwide strategies for risk management, developing and advancing firmwide policy and standards, and building our data-driven approach as they relate to CN&S risks.
By joining our team, you will be part of a dynamic group that collaborates across the firm to integrate climate, nature, and social considerations into our risk management frameworks.
This role offers a unique opportunity to contribute to a rapidly evolving field within the financial services industry, with high visibility and impact.
As an Analyst in the CN&S team, you will play a crucial role in shaping our approach to managing CN&S risks.
You will collaborate with global stakeholders, using your skills in data analysis, research, and communications to build the intelligence capabilities of the team.
You will deliver critical insights to inform the development of CN&S models, frameworks, and risk management capabilities.
This is an exciting opportunity to contribute to a rapidly evolving field within the financial services industry, with high focus and visibility within J.P.
Morgan.
Job responsibilities:
* Conduct tailored research on CN&S topics affecting the firm's activities and produce insightful summaries.
* Develop high-quality presentations, newsletters, and training materials for internal stakeholders, focusing on effective communication of technical and quantitative information on CN&S risk topics across the firm.
* Assist in preparing content for the firm's public statements and disclosures on climate and social topics.
* Collaborate with internal stakeholders to ensure clear understanding of CN&S risk capabilities.
* Manage CN&S-related projects to ensure timely and successful execution.
Required qualifications, capabilities, and skills:
* Bachelor's degree in economics, finance, public policy, or a related field.
* Ability to synthesize technical information and communicate it clearly to senior audiences.
* Sharp critical thinking and problem-solving skills with a strong sense of ownership.
* Strong communication skills with experience creating high-impact presentations.
* Advanced skills in Microsoft Word, PowerPoint, and Excel.
Preferred qualifications, capabilities, and skills:
* Minimum 1-2 years of experience in the financial services industry.
* Experience in a previous climate-related role, such as climate risk consulting.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business bankin...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-11 08:31:48
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's Latin America Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities:
• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities and skills:
• Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Latin America Mexico Market
• Spanish fluency oral and written required
• Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Available to travel internationally to serve off-shore international clients
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Bachelor's Degree required
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 2...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-11 08:31:12
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Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences.
Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation.
As a Product Delivery Manager in Omnichannel & Biometrics Product Delivery, you work to enhance and optimize the way products are delivered to customers.
As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way.
Job responsibilities
* Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination
* Leads the completion of change management activities across functional partners and ensures adherence to the firm's risk, controls, compliance, and regulatory requirements
* Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product delivery or a relevant domain area
* Demonstrated ability to execute operational management and change readiness activities
* Strong understanding of delivery and a proven track record of implementing continuous improvement processes
* Experience in product or platform-wide release management, in addition to deployment processes and strategies
* Extensive experience in software development and integration, particularly with Point of Sale (POS) systems, along with strong project management skills, excellent problem-solving abilities, effective written and oral communication skills, and proficiency in relevant programming languages and integration tools
* Experience in managing and optimizing retail and point of sale system networking requirements, with extensive experience in both cloud-based and in-store payment networking systems a plus.
Preferred qualifications, capabilities, and skills
* Proficient knowledge of the product development life cycle, design, and data analytics
* Experience in working with cloud-based POS systems and familiarity with emerging technologies in the retail and payment processing sectors.
* In-depth knowledge of payment terminal hardware and software, including EMV, NFC, and contactless payment technologies, as well as experience in integrating these terminals with various POS systems to ensure secure and efficient transaction processing.
* Bachelor's degree in Computer Science, Information Technology, or a related field, or equivalent professional experience, with certifications in project management or relevant technologies
JPMorganChase, one of the oldest financial institutions, of...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-04-11 08:31:10