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JOB DESCRIPTION
The Agency Solutions Coordinator position is responsible for resolving general service inquiries including billing discrepancies, general service inquiries and escalated service issues from Commercial Insurance Agents.
This role is designed to be the first point of contact for agents and have ownership of each case from start to finish to ensure agent's needs are met and problems are resolved.
This position will work closely with Underwriting and other business partners, including Billing to provide resolution.
Major Responsibilities:
* Provide timely customer service to incoming correspondence via email or phone calls
* Assume ownership and manage each case from start to finish.
Respond to customer (internal/external) inquiries and requests in an efficient, accurate and professional manner to achieve an optimal outcome
* Exhibit empathy to understand the needs of dissatisfied agents and/or customers.
* Demonstrate the ability to establish strong relationships and build trust with key stakeholders, including Agents, Billing and Operations departments and across Commercial Insurance Underwriting and business partners.
* Navigate across multiple commercial systems and applications to research, analyze and resolve general inquiries from agents including questions on forms and conditions, service escalations, billing and discrepancy issues.
* Advanced knowledge of Commercial insurance principles, company products and underwriting guidelines
* To ensure complete resolution of all customer inquiries; cases will need to managed end to end service with other business partners
* Gather, organize, and analyze reports/information to assist Agents and Underwriters to determine next steps.
* Know and comply to corporate policies, regulatory standards, internal business processes, and procedures while processing work and meeting/exceeding service performance and quality standards
* Maintain performance standards within a fast-paced environment
* Work effectively in a team environment using professional interpersonal and communication skills
* Be able to adapt and thrive in an atmosphere of change
* Handle additional job responsibilities as assigned by the Supervisor/Manager; accepts projects as assigned by the Supervisor/Manager
QUALIFICATIONS
Knowledge,
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 p...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:29
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Join J.P.
Morgan Workplace Solutions as an Equity Plan Specialist and play a pivotal role in shaping the financial futures of our clients.
If you are a collaborative team member, solutions-oriented, and consistently deliver best-in-class client service, J.P.
Morgan is the place for you!
As an Equity Plan Specialist, you will lead the strategy and delivery of educational initiatives, focusing on executive relationships within our equity plan business.
You will work in a complex, team-oriented, and fast-paced environment with advisors, product partners, and operations teams to deliver a seamless and integrated employee participant experience across our workplace and broader firm products.
In addition, you will need to be a problem-solver, possess a client-first mindset and inspire confidence and trust with your internal stakeholders and clients themselves.
Delivering value-added equity education and referrals to our wealth management channels will be the hallmarks of your success.
Job responsibilities
* Design and present tailored equity plan educational content to employee participants, with a special emphasis on executives.
Highlight available wealth management products and services, effectively engaging audiences across diverse wealth levels.
* Serve as a true expert in the different types of equity vehicles, articulating these nuances in a professional, easy-to-understand format both written and verbally.
* Facilitate engaging in-person seminars and dynamic digital webcasts designed to help individuals understand their equity awards and pique interest in the benefits of broader financial planning.
* Identify and cultivate potential business opportunities between J.P.
Morgan and employees to engage in broader wealth management products/services, serving as the gateway to broader financial solutions.
* Effectively collaborate with respective client-facing teams and internal business groups to deliver and execute results.
* Analyze data to adapt the educational curriculum to increase engagement.
* Leverage talents to lead or contribute to emerging areas of the business as we continuously broaden our business model.
Required qualifications, capabilities, and skills
* University undergraduate degree or equivalent
* 5+ years experience in the equity plan or workplace industry
* FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines involving multiple stakeholders
* Exceptional public speaking skills
* Active listening skills, including: assessment of needs, compassion and understanding, ability to change approach/delivery in real-time, and communicate in terms people can relate to and understand
* Ability and willingn...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:29
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JOB DESCRIPTION
Chubb is currently seeking a skilled Commercial Lines Senior Underwriter to join its Middle Market Commercial Insurance team.
Position Description:
As a Senior Underwriter, responsibilities will include managing a renewal book and generating new business.
The position will be responsible for driving profitable growth with assigned agents and brokers.
Products include Package, Property, General Liability, Auto, Worker's Compensation, Umbrella/Excess and International.
Programs are guaranteed cost and Loss Sensitive structures.
We are looking for a candidate who is highly motivated, results oriented, with solid business and underwriting acumen.
Knowledge, Skills, and Abilities Required:
* Candidate will have experience in both Property & Casualty lines of business.
Familiarity with global programs is a plus.
* Underwriting duties will include developing and negotiating price, coverage, terms and conditions for all new business and renewals while actively identifying account rounding opportunities for other Chubb practices.
* This position must collaborate with other underwriters, operations, claims, marketing, and home office management as necessary.
The underwriter must implement and manage effective pricing and rate strategies that will produce profitability, book growth, and successful producer relations.
* Strong sales and marketing skills are critical; must be able to demonstrate successful agency and broker management, including building, maintaining and managing producer and customer relationships.
* Ability to identify opportunities for growth within new and existing production sources.
Knowledge of marketing principles, pricing/rate strategies and how to apply them to attain underwriting profit.
* Candidate must possess a high degree of proficiency with the underwriting process, with a solid background in risk analysis.
* Candidate must have ability to effectively interact with all levels of customers and collaborate with a team of underwriters, claims and loss control personnel.
* Knowledge and proficiency with technical issues, compliance, coverage, products and pricing strategies expected.
QUALIFICATIONS
•The
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 r...
....Read more...
Type: Permanent Location: San Ramon, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:28
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Chelan, US-WA
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:27
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JOB DESCRIPTION
We are seeking an outgoing, energetic, and self-motivated Senior Underwriter to join our Accident & Health, Leisure Travel team.
The ideal candidate will have extensive knowledge of travel insurance, enabling them to effectively assess and underwrite both new and renewal business.
This role requires close collaboration with our Accident & Health Leisure Travel Leadership and a focus on evaluating proposals, making product recommendations, and monitoring the profitability of the Leisure Travel portfolio.
Major Duties & Responsibilities:
The Senior Underwriter's primary responsibility is to underwrite 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 insured.
Ability to provide product recommendations based on thorough analysis.
* 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 both new and renewal business requests to evaluate their viability.
* Financial proficiency.
Understanding of financial statements and ratios used in risk analysis.
Understanding of insurance financial fundamentals; impact of underwriting decisions on company assets.
* Actuarial fundamentals.
Ability to understand loss trends, loss triangles, and ratemaking.
Ability to quantify risk based on experience history and forecasting methods.
* Systems and programs.
Ability to use systems and software programs needed to conduct daily business.
* Product Development.
Ability to coordinate the implementation of new products.
Assess and review current filings, including rates and policy wording to collaborate with actuary and product teams.
Ability to evaluate existing products and recommend enhancements or necessary changes to meet market demands.
* Portfolio Management.
Ability to conduct monthly reviews to monitor financial performance.
Ability to perform quarterly portfolio analysis and present leadership with strategic decisions.
Assist with internal and external audits related to Leisure Travel.
QUALIFICATIONS
Minimum
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, ...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:27
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JOB DESCRIPTION
Details of this critical opening follow:
* 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.
* Financial proficiency.
Understanding of financial statements and ratios used in risk analysis.
Understanding of insurance financial fundamentals; impact of underwriting decisions on company assets.
Ability to understand credit risk.
* Actuarial fundamentals.
Ability to understand loss trends, loss triangles, 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:
* Solicits new and renewal submissions from brokers
* Determines terms and conditions and complex rating plans
* Binds coverage
* Documents the underwriting files
* Handles more complex files and portfolios within underwriting authority
* Guides and mentor's junior staff.
QUALIFICATIONS
MINIMUM
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 ha...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:26
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: St Augustine, US-FL
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:25
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JOB DESCRIPTION
* Individual will focus on underwriting new and renewal Business Travel Accident, Out of Country Medical, Basic and Voluntary AD&D, and Participant Accident products.
* Underwriting duties will include developing and negotiating price, coverage, terms and conditions for all new business and renewals.
* Maintain underwriting discipline by complying with underwriting authority, guidelines, and directives.
* Work closely with home office underwriting, actuarial, product development, and legal teams.
* Play a key role in working towards achieving the regional financial plan.
* Assist in achieving renewal retention plan by issuing timely renewal notices, working closely with the broker through the renewal life cycle, and providing timely updates to the regional manager.
* Collaborate with the Business Development Manager, regional operations, and other lines of business to achieve new business goals.
* Build strong relationships with producers
* Ensure data and document repository systems are complete and accurate.
* Conduct monthly underwriter audits
* Train and mentor new hires and junior underwriters.
QUALIFICATIONS
* The
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: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:25
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This is your chance to change the path of your career and guide multiple teams to success at one of the world's leading financial institutions.
As a Manager of Software Engineering at JPMorgan Chase within the Corporate & Investment Bank's Payments Technology team, you lead multiple teams and manage day-to-day implementation activities by identifying and escalating issues and ensuring your team's work adheres to compliance standards, business requirements, and tactical best practices.
Job responsibilities
* Provides guidance to immediate team of software engineers on daily tasks and activities
* Sets and executes the overall guidance and expectations for team output, practices, and collaboration
* Anticipates dependencies with other teams to deliver products and applications in line with business requirements
* Manages stakeholder relationships and the team's work in accordance with compliance standards, service level agreements, and business requirements
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Creates a culture of diversity, equity, inclusion, and respect for the team members and prioritizes diverse representation
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Experience leading technology projects
* Experience managing technologists
* Expert knowledge in modern Java and Angular programming
* Must have exceptional knowledge working with projects in the cloud (AWS, Azure, GCP)
* Proficient in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* In-depth knowledge of the financial services industry and their IT systems
* Practical cloud native experience
* Experience in Computer Science, Engineering, Mathematics, or a related field and expertise in technology disciplines
Preferred qualifications, capabilities, and skills
* Any cloud certifications are a bonus
* Experience working at code level
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.
Mo...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:24
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JOB DESCRIPTION
Eastern Underwriting Center is seeking a Program Underwriting Associate for Commercial Insurance.
The Underwriting Associate contributes to the achievement of corporate goals relating to growth, profit, renewal retention, service, and producer/client management.
Daily responsibilities include, but not limited to:
* Gathering and analyzing account information (loss information, driver information, financials, loss control reports, etc.) and developing underwriting recommendations and pricing strategy
* Coordinating account processing for renewals with underwriter and customer service representative
* Providing rating and issuance instructions including appropriate forms, coverages, and final premium
* Reviewing submission information with underwriter and preparing quote letter
* Documenting underwriting analysis information in the electronic file; ensuring electronic file integrity
* Adhering to state regulated compliance requirements and working to resolve issues.
* Processing endorsements within designated authority
QUALIFICATIONS
Competencies:
* Must
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: 2025-03-19 07:40:23
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Corporate & Investment Bank's Payments Technology team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Be a technical lead and guide projects and improvements to current applications to fruition
* Guide and mentor more junior team members as required
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience in Java software development and architecture
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Expert knowledge in modern Java and Angular programming
* Must have exceptional knowledge working with projects in the cloud (AWS, Azure, GCP)
* Proficiency in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* In-depth knowledge of the financial services industry and their IT systems
* Practical cloud native experience
Preferred qualifications, capabilities, and skills
* Any cloud certifications are a bonus
* Banking/Financial industry knowledge are a bonus
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:22
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At J.P Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDI...
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Type: Permanent Location: Ada, US-MI
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:22
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At J.P Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDI...
....Read more...
Type: Permanent Location: Lansing, US-MI
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:21
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JOB DESCRIPTION
The Underwriting Account Representative (UAR) is responsible for supporting the underwriting process for New and Renewal Chubb Customers for the Equipment Breakdown line of insurance coverage.
This position is also accountable for collaborating with team members to achieve growth, profit, renewal retention, service and producer/client management goals for an assigned book of business in the middle market segment of Commercial Insurance.
The UAR will gather and analyze account information, interpret, and translate data into rating and issuance instructions as well as utilize federal and state compliance and regulatory rules to comply with corporate pricing strategies.
In partnership with the Underwriter, the UAR will be accountable for documenting a risk narrative that conforms with the corporate audit as well as state market conduct exams.
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.
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:20
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JOB DESCRIPTION
The Lower Middle Market Underwriting Account Representative (UAR) is responsible for supporting the underwriting process for New Customers for multiple lines of insurance coverages, including: property, casualty, workers compensation, excess lines and automobile coverages.
This position is also accountable for collaborating with team members to achieve growth, profit, renewal retention, service and producer/client management goals for an assigned book of business in the middle market segment of Commercial Insurance.
The UAR will gather and analyze account information, interpret, and translate data into rating and issuance instructions as well as utilize federal and state compliance and regulatory rules to comply with corporate pricing strategies.
In partnership with the Underwriter, the UAR will be assisting with binding/issuance of New business and appropriate documentation of the file.
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.
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:19
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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.
This individual reports into the Charlotte branch office and matrixes into a regional LMM underwriting team.
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 Southeast.
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 disabi...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:17
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's...
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Type: Permanent Location: Azusa, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:16
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JOB DESCRIPTION
As a Custom Solutions Renewal Underwriter you will be accountable for managing a book of business of E&S policies post-issuance.
The Renewal Underwriter crafts, documents and underwrites endorsements, inspections, and is responsible for quoting renewal business.
This includes evaluating requests for bespoke solutions with customized language for Premier accounts, understanding of the company's current CAT strategy, and routing to the appropriate Custom Solutions resource in a timely, efficient, professional and accurate manner.
The successful candidate will also provide solutions for certain international policies along with acting as a resource and contact for commercial exposures as a part of an expanded capabilities approach.
Key Responsibilities
* Underwrite issued Custom Solutions policies within assigned territory, which includes applying knowledge of coverage forms, rating plans and guidelines in selection and pricing of individual risks, change requests, and renewals.
* Process transactions and renewal business in a timely and efficient manner in order to grow revenues and maintain retention and profitability.
* Review, analyze and underwrite endorsements and appraisals by evaluating exposures, rates, policy terms within company underwriting policies.
* For exposures outside of your authority, review submission information with the underwriter, research and provide analysis of account information, and ensure overall compliance
* Compile and document risk reports
* Coordinate reports such as registry, excess tracking, and other servicing reports
* Utilize Custom Solutions platform, SharePoint as well as local drives, PLUW, Risk ID, iClaims and other tools in gathering information for account review.
Complete risk reports for risk documentation or referral to the Underwriter.
* Review, verify and publish all documents and track tools and templates
* Research and respond to Producer inquiries on renewals
* Serve as the first point of contact for internal and external contacts on account related matters
QUALIFICATIONS
* Strong
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, gende...
....Read more...
Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:15
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JOB DESCRIPTION
New York City is seeking a highly motivated, results oriented Commercial Lines Excess Casualty Underwriter to join our industry leading casualty practice.
We offer customized umbrella and excess layer programs tailored to our client's business needs and operations.
Underwriter Responsibilities:
* Generate new business of approximately $1.5M annually and manage a $7M-8M renewal book
* Meet or exceed financial goals including rate, growth, profit, retention, and new business
* Build and maintain successful producer relationships to achieve retention and new business development
* Meet with brokers and customers, individually or as part of a Chubb team, to make sales presentations and present on marketplace conditions & Chubb capabilities
* Utilize agency travel to build a robust prospect pipeline
* Collaborate with underwriters, operations, claims, marketing, and home office leadership as necessary
* Work in a team environment with other Underwriters and Underwriting Associates
QUALIFICATIONS
* Strong
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: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:14
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JOB DESCRIPTION
About the Chubb IA team:
The Chubb Internal Audit (IA) department has over 150 resources deployed across global locations.
IA plays a vital role to partner with management to evaluate critical control processes throughout the organization.
IA has developed an internal training program which provides a strong foundation to develop audit and leadership competencies.
Additionally, IA provides opportunities for team members to pursue professional designations (e.g., CISA, etc.) based on each team member's career goals.
IA team members develop strong business knowledge and control assessment skills to position the candidate for a broad range of potential future career opportunities throughout the organization.
About the role:
This Senior IT Auditor position offers an opportunity to join a broadly diversified global insurance provider with a culture of excellence and remarkable growth potential.
Successful candidates will have the opportunity to interact and partner with all levels of management during audits, which makes it an excellent position for someone who wants to understand multiple aspects of the company's operations.
For the individual who is naturally curious, analytical, and enjoys challenging assignments, we are offering the opportunity for a promising future that comes with working for an industry leader.
Key duties and responsibilities:
The successful candidate will assist in the execution and delivery of IT audits, reviews, and projects.
This will require an individual with a general knowledge of IT risk and controls systems and technology, and ability to work effectively with internal teams and the business.
The Senior IT Auditor will be responsible for:
* Executing IT Sarbanes-Oxley (SOX) testing, specific to North America and other entities as required
* Developing detailed work papers of testing procedures performed
* Analyzing IT and business processes for design and operating effectiveness of internal controls
* Performing follow-up with the business on agreed upon action plans
* Providing support to senior team members on special projects and assignments
* Documentation of all necessary audit documentation - walkthrough, test of design and operating effectiveness, and participation in assessing impact of control deficiencies
* Participating in IT audits.
As part of the IT audit responsibilities, the successful candidate will support risk-based audits and advisory projects for risk areas relating to IT such as operations, cybersecurity and change management and other critical operational areas/functions
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 capabili...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:12
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Propel operational success with your expertise in technology support and a commitment to continuous improvement.
As a Technology Support III team member in Corporate Technology , you will ensure the operational stability, availability, and performance of our production application flows.
Encourage a culture of continuous improvement as you troubleshoot, maintain, identify, escalate, and resolve production service interruptions for all internally and externally developed systems, leading to a seamless user experience.
Job responsibilities:
* Provides end-to-end application or infrastructure service delivery to enable successful business operations of the firm
* Supports the day-to-day maintenance of the firm's systems to ensure operational stability and availability
* Determine and ensure execution of appropriate actions to recover business services as quickly as possible
* Run the technical bridge to drive all diagnostic and resolution activities
* Assist in the monitoring of production environments for anomalies and address issues utilizing standard observability tools
* Identify issues for escalation and communication, and provide solutions to the business and technology stakeholders
* Proactively contribute to improvement activities during incident downtime.
* Review the CT environment to proactively identify events or lower severity incidents that could have major business impact if not resolved swiftly.
* Process-driven: In-depth knowledge and attention to detail in identifying and acting upon continual service improvements to processes and documentation.
Required qualifications, capabilities, and skills:
* 3+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
* Demonstrated knowledge of applications or infrastructure in a large-scale technology environment both on premises and public cloud
* Experience in observability and monitoring tools and techniques
* Exposure to processes in scope of the Information Technology Infrastructure Library (ITIL) framework
* Experience with Incident Management tool ServiceNow (Required)
* Perform on-call support as required.
* ITIL training and certification preferred.
* Tableau and or Alteryx experience required
* Broad understanding of technology frameworks across mainframe, midrange and distributed.
* Automation/coding/experience is a definite asset (SQL/Python/Java/Splunk)
* Experience with Incident Management tool ServiceNow (Required)
Preferred qualifications, capabilities, and skills:
* Experience with one or more general purpose programming languages and/or automation scripting
* Working understanding of public cloud
* Automation/coding/experience is a definite asset (SQL/Python/Java/Splunk)
* AWS practitioner certification is a plus
JPMorganChase, one of the oldest financial institutions, offers innovative...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:11
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Relationship Executive is for you.
As a Relationship Executive within the Middle Market Banking team, your role is to act as an "individual contributor" to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries target space.
You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs.
As a Relationship Executive, you will focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
* Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
* Seven plus years direct lending or credit support related experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Knowledge of the local market
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Sales management and business development skills
* FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Excellent verbal, written and listening communication skills
* Strong creative solution and problem solving abilities
* Proficiency in building and maintaining positive client relationships
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, award...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:10
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JOB DESCRIPTION
The Global Head of Consumer Compliance & Market Conduct Risk will be a key part of the Global Compliance team with a focus on leading the further development and ongoing oversight of a global consumer compliance and market conduct risk management framework.
The individual will provide leadership on regulatory consumer compliance and market conduct risks and develop frameworks for regulatory compliance risk mitigation across all consumer product design and development and distribution channels including agency, face to face, telemarketing and digital.
As part of the framework, focus includes the development of key risk metrics dashboards, ongoing monitoring and identification of opportunities for implementation of automated controls.
The role will also monitor regulatory developments in consumer protection and the use of emerging technology across the business including artificial intelligence.
The individual will be dynamic, business and solutions oriented and have experience in consumer compliance and market conduct risk management.
A continuous improvement mindset with the ability to understand regulatory requirements and overlay regulatory controls effectively into business processes.
They will be able to effectively liaise with regional and local compliance teams as well as collaboratively interface with areas in the business.
The role will report to the Chief Compliance Officer, Global Compliance.
Responsibilities:
* Develop and implement an updated consumer compliance and market conduct risk framework globally which includes working with other functional areas, including IT and operations to 'build in' controls into processes where efficient and effective.
* Activities include, but are not limited to:
+ identification of key market conduct and consumer related risks in various jurisdictions;
+ review of operational end to end process flows to identify key risk areas and controls;
+ working with local and regional legal and compliance teams on distribution arrangements;
+ establishment of consumer compliance key risk indicators and ongoing monitoring of metrics relating to key market conduct risks; and
+ testing the risk management frameworks, and production of reports that assist business owners in effectively managing their market conduct and consumer compliance risks.
* Work closely with the Global Head of Compliance Assurance in keeping the market conduct risks and controls up to date as part of the overall Compliance Risk Management framework and in reviewing assurance reviews and identifying opportunities for control strengthening and efficiency
* Work with the Fraud Investigation Unit and relevant Business Unit's legal and compliance and business personnel on matters relating to sales related market conduct risks, particularly in digital, telemarketing, face to face and agency sales models
* Develop and maintain good relationships with a...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:10
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JOB DESCRIPTION
Combined Insurance, a Chubb Company, is seeking a Senior Functional Business Analyst to join our fast-paced, high energy, growing company.
We are proud of our tradition of success in the insurance industry of over 90 years.
Come join our team of hard-working, talented professionals!
Job Summary
The Senior Functional Business analyst will develop a deep understanding of the company's business processes, systems, and product portfolios to support opportunities for improvements, conceptualize viable and cost-effective designs, and implement business and technology solutions.
The position will serve as a liaison between users and internal/external business partners in the development of new systems and enhancement of existing systems.
Responsibilities
* Analyze and determine the need to change a business process or application through new development or customization of a packaged solution
* Rationalize existing applications to continuously improve functionality, eliminate redundancies, reduce cost, and drive maximum long-term business value
* Align the business team around the scope of a solution and the logical requirements for the technical team to implement
* Independently coordinate and deliver project requirements in accordance with the program roadmap
* Contribute to business cases and cost benefit analyses for new systems, features, or operational processes as required
* Proactively identify issues and present mitigation options to appropriate stakeholders
* Train and mentor junior staff and troubleshoot issues
* Apply BA core concepts of Need, Change, Solution, Stakeholder, Value and Context understanding the user journey and the end-product
* Participate in the development of process controls that monitor system-efficiency and provide security within internal applications and external vendors
* Coordinate issue resolution and escalation, and manage expectations across users and stakeholders
* Report progress on assigned tasks
Competencies
* Communicate effectively through presentation and written notification
* Multi-task and pivot to changing priorities in a fast-paced environment
* Work independently or as part of a team
* Build collaborative working relationships
* Problem-solve using process, workflow, or technology in an organized and logical manner
* Develop solutions in a cost-effective and customer-centric manner
* Demonstrate continuous learning and improvement approach in self and work
* Exercise professional judgment, assume responsibility for decisions and outcomes
* Influence others with facts, trend analysis and other supporting data, negotiate effectively for win-win outcomes, and engage and motivate team members
* Embrace change and successfully implement new approaches and ideas
Skills
* Communication
* Customer service
* Systems administration
* Collaboration
* Attention...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:09
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Centennial, US-CO
Salary / Rate: Not Specified
Posted: 2025-03-19 07:40:08
