-
Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.).
Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts).
We provide intellectual capital to clients across the wealth continuum and will work one-on-one with clients in appropriate circumstances.
Familiarity with the taxation of entities and of estates and trusts is also useful but not required.
Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.
As the Executive Director, Wealth Planner within J.P.
Morgan Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple, non-technical manner to both clients and advisors, as well as field leadership.
You will adopt a goal-oriented approach when engaging with clients, which involves familiarizing yourself with the various investment, banking, and lending products and platforms available to our advisors across J.P.
Morgan Wealth Management.
This knowledge will enable you to identify issues and opportunities for client engagement.
Additionally, you will collaborate with field management to develop regional strategies and provide guidance on their execution.
A natural curiosity for people, planning, and the wealth management industry, along with independent initiative and responsiveness, are essential qualities for success in this role.
Job Responsibilities:
* Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics.
* Serve as a resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning.
* Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice.
* Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus.
* Promote J.P.
Morgan's knowledge and sophistication to outside centers of influence, primarily accountants and attorneys.
* Work with Advisors to develop business opportunities with new and existing clients.
* Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients.
* Work with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies.
*...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:57
-
Do you have a strong work ethic and a high standard of integrity? Are you a natural leader who enjoys coaching and developing a team of enthusiastic professionals? Do you have the drive to run your own business and the sound business judgment to drive profits, expand market share and identify new markets?If so, then we'd like you to join our team as a Profit Center Manager.
About the Role:
You will:
* Plan, direct, and lead all business operations at the Profit Center.
This role is accountable for sustaining consistent profitability of the business.
* Achieve sales, gross profit, market share, and profit sharing goals through the recruitment, development, training, coaching, evaluation, and management of the Profit Center team.
* Set clear performance expectations and goals for teammates and conduct regular performance evaluations to assess progress and provide feedback and development.
* Determine targeted customer account potential, establish sales goals for those accounts, and hold salespeople accountable for achieving those goals.
* Achieve upper quartile performance in these key indicators - Gross Profit %, Net Salaries Ratio, Occupancy Ratio, Return on Investment, Gross Profit per Employee, and Profit Sharing per Employee.
* Analyze available financial reports and information, implementing appropriate strategies to increase sales and margins, improve productivity, and manage expenses and assets.
* Ensure the Profit Center meets or exceeds customer service expectations.
* Build relationships in the community to understand the marketplace, increase market share, and identify new markets.
* Conduct all business in accordance with Company policy and procedures.
* Maintain and insist upon a safe working environment in accordance with Company policy and procedures.
* Safeguard and maintain all Profit Center assets - buildings, fleet, equipment, inventory, and receivables.
* Successfully complete required safety and compliance training programs as assigned.
* Perform other duties as assigned by management.
About You:
* College degree or equivalent industry experience
* 5+ years of sales and service experience
* 1+ year of leadership experience
* Product knowledge related to the specific Profit Center market preferred
* Able to drive for company business.
As a company business driver, you must:
+ Be at least 18 years old.
+ Possess a proper and valid driver's license.
+ Have a driving record that meets the criteria for being an Authorized Driver in accordance with Company policy.
Our ideal candidate will also:
* Possess excellent people skills, sound business judgment, and the capacity for continued growth and contributions to the Company.
* Effectively use Microsoft Office software (Outlook, Word, Excel) to communicate via email, to maintain appointments and customer and vendor contact files, and to analyz...
Hajoca Corporation Job 8911 by eQuest
....Read more...
Type: Permanent Location: Ann Arbor, US-MI
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:56
-
Are you friendly and do you thrive on providing great customer service? Are you detail-oriented and safety conscious? Do you enjoy working independently? If so, we'd like you to join our team as a Delivery Driver Non CDL.
About the Role:
You will:
* Operate trucks safely and in compliance with Company rules, applicable laws, and regulations.
Destinations include job sites, customer facilities, vendor facilities, other Hajoca locations, facilities of other wholesalers, or other locations as directed by management.
* Load the truck at the Profit Center with Hajoca merchandise to be delivered.
Secure the load properly so that nothing will shift, get damaged, or fall from the truck.
Ensure that the necessary equipment to safely unload the merchandise is available.
* Understand the shipping documents that are associated with the merchandise for each delivery and have accurate directions to each delivery destination.
* Review shipping documentation and ensure order accuracy.
* Unload correct merchandise from the truck and place it where the receiving party wants it.
Obtain legible signature for all merchandise delivered per Company policy and procedure.
* Collect and secure outstanding payments for all cash sale deliveries prior to releasing the material to the customer.
* Work with customers at the delivery site to resolve shipping discrepancies quickly and accurately.
* Load the truck at other locations with merchandise.
This includes merchandise picked up at vendor locations, returned by customers, and purchased from other wholesalers.
* Provide sales leads by noting prospective customer names and addresses discovered in the course of making deliveries.
* Inspect the truck and required parts and accessories to determine safe operating condition prior to departure from the Hajoca location.
Keep truck clean of debris in cab and body.
* Advise management of any mechanical problems with the truck.
At the end of the workday, complete the Driver's Daily Vehicle Inspection Report when driving a delivery vehicle with a gross vehicle weight (GVWR) of 10,001 lbs.
or more if a defect or deficiency is found.
* At the end of the workday, remove keys from the truck and store keys in the approved location.
* Successfully complete required safety and compliance training programs as assigned.
* Perform other reasonably related duties as assigned by immediate supervisor and other management as required.
About You:
* Be able to drive a vehicle over 10,000 lbs.
As a non-CDL driver, you must:
+ Be at least 21 years old
+ Possess a proper and valid driver's license
+ Have a driving record that meets the criteria for being an Authorized Driver in accordance with Company policy.
+ Be able to pass a Department of Transportation physical examination before beginning work and again at least every two years while employed and performing this job functio...
Hajoca Corporation Job 8913 by eQuest
....Read more...
Type: Permanent Location: Savannah, US-GA
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:55
-
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 COMMERCIAL & INVESTMENT BANK - Merchant service Funding team, you play a vital role in an agile team dedicated to enhancing, building, and delivering reliable, market-leading technology products in a secure, stable, and scalable manner.
As a key technical contributor, you will be responsible for implementing essential technology solutions across diverse technical domains within various business functions, all in support of the firm's strategic 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
* 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, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Proficiency in Java, Spring Boot, Python, and cloud platforms like AWS.
* Utilize cloud-native technologies such as AWS, Kubernetes (K8s), EKS, and ECS to build and deploy applications.
* Experience with containerization and orchestration tools such as Docker and Kubernetes.
* Familiarity with data processing frameworks like PySpark and messaging systems like Kafka.
* Strong understanding of relational databases, particularly PostgreSQL and RDS.
* 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.)
Preferred qualifications, capabilities, and skills
* In-depth knowledge of the financial services industry and their IT systems
* Practical cloud native experience
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 corpora...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:55
-
Description
Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product associate within the Digital Middleware Platforms team, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job responsibilities
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
* Considers and plans for upstream and downstream implications of new product features on the overall product experience
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
* Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
* Define and present strategy for features, write epics, user stories, acceptance criteria to support product development and participate in all agile events of the product group as a team member
* Partner with Area Product Owners and product team for ongoing refinement of product backlog and execution of the product roadmap
* Work closely with other product teams, legal, risk, operations, design and technology teams to define, prioritize, deliver and align solutions to product vision and roadmap
* Support feature teams with Minimum Viable Product (MVP) testing, user experience testing, product backlog refinement, research and other duties as assigned
* Support Product Owner and Area Product Owners with developing business cases and/or measuring/improving operational results, as well as driving strategic decision-making
* Identify and partner with business stakeholders to implement changes in operational policies, process flows, procedures, and specialist tools and customer messages
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Proficient knowledge of the product development life cycle
* Experience in product life cycle activities including discovery and requirements definition
* Developing knowledge of data analytics and data literacy
* Demonstrated proficiency in managing digit...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:54
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Industry Executive is for you.
As an Industry Executive on the Technology, Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Technology.
The Technology team is part of J.P.
Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.
In this role you will be the focal point of client acquisition, business development and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Demonstrate the ability to build a brand that represents Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients"
* Develop new business by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
* Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
* Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
* Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Required Qualifications, Capabilities and Skills
* 12+ years of business development, commercial banking, or other relevant sales experience in the technology ecosystem.
Proven track record of sourcing and navigating complex sales opportunities, ideally in commercial banking, venture debt, venture capital, or other technology-related
* Strong understanding of Commercial Banking products and services
* Understanding and interest in high growth software, payments, ecommerce and marketplaces
* Excellent sales management and proficiency in building and maintaining positive client relationships
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
* FINRA Series 79, 63, 24, and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers
FEDERAL...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:53
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Buda, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:53
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Round Rock, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:52
-
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, INCLUD...
....Read more...
Type: Permanent Location: Springfield, US-MA
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:51
-
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, INCLUD...
....Read more...
Type: Permanent Location: Albany, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:51
-
If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Not-for-Profit Business Solutions Banker is for you.
As a Not-for-Profit (NFP) Business Solutions Banker in Business Banking, you will be helping to improve the lives of our NFP clients and the well-being of their businesses by offering financial solutions, education and advice.
You will manage a portfolio of NFP clients, and build relationships through providing financial education and innovative solutions with a focus on client experience.
Job responsibilities
* Deliver an outstanding experience to Chase Business Banking NFP clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
* Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
* Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
* Manage a portfolio of 250 high-value NFP clients by cultivating relationships to ensure a seamless client experience throughout Chase
* Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to 250,000
* Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client; understand and recommend ways to keep clients' funds and accounts protected
* Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution
Required qualifications, capabilities, and skills
* Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience
* Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally
* Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes
* Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client
* General knowledge of cor...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:50
-
JOB DESCRIPTION
Westchester, a Chubb company and a leader in specialty insurance, is seeking a talented and detail-oriented Inland Marine Underwriter to join our growing team.
In this role, you will evaluate and underwrite inland marine risks, support business development, and collaborate with clients and broker partners to deliver high-quality insurance solutions.
This position is ideal for professionals with some underwriting experience who are eager to expand their expertise and advance their career in a supportive and innovative environment at Westchester.
Duties may include but are not limited to:
* Within established business plans and assigned authority, select, analyze and underwrite individual risks utilizing corporate pricing and reinsurance techniques to obtain desired results.
* Provide quality and timely input on assigned projects in order to meet the Company's needs in the changing market and support profitable growth.
* Monitor results of the overall book of business assigned and recommend corrective action as necessary to insure retention of desirable accounts.
* Make customer presentations/visits on behalf of Chubb Marine to develop positive, long-term broker relationships.
* Participate in audits and/or underwriting meetings as required.
* Cross-sell opportunities within other Chubb divisions through promotion of their products and services.
QUALIFICATIONS
* 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 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: ALPHARETTA, US-GA
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:49
-
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 U.S.
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 U.S.
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
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Baton Rouge, US-LA
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:48
-
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 U.S.
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 U.S.
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
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: New Orleans, US-LA
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:47
-
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 U.S.
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 U.S.
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
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:47
-
JOB DESCRIPTION
Chubb is seeking a highly motivated, results oriented Senior Commercial Lines Life Sciences Underwriter to join our industry leading life sciences practice.
The primary focus of the position will be Package, Umbrella, Workers Compensation, Automobile and International coverages for a wide variety of customer types in this niche space.
Position Responsibilities
* Drive financial performance of assigned book of business.
Underwriter will have a renewal book with a strong flow of new business submissions.
* Meet or exceed financial goals including rate, growth, profit, retention, and new business
* Meet or exceed service standard
* Predominately responsible for account solicitation, risk selection and analysis (including documentation), pricing and sales of Life Sciences products and services for new and existing customers
* Meet with new and renewal customers and agents/brokers to negotiate coverage, price, financial terms and service delivery
* Build relationship with agents/brokers to meet or exceed financial goals and create effective business plans for assigned agents/brokers and territory
* Work collaboratively and effectively with a team of underwriters, underwriting associates, customer service representatives, claims examiners, and loss control representatives
* Develop technical expertise of underwriting associates
* Utilize agency travel to build a robust prospect pipeline.
QUALIFICATIONS
Candidates
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: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:46
-
JOB DESCRIPTION
The Lower Middle Market ("LMM") New Business Underwriter is a field-underwriting role fully dedicated to new revenue generation for multiline accounts.
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 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
QUALIFICATIONS
* Bachelor's
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.
Perfor...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:45
-
JOB DESCRIPTION
Combined Insurance, a Chubb Company, is seeking an US Incentives Program Manager to join our fast-paced, high energy, growing company.
We are proud of our tradition of success in the insurance industry of over 100 years.
Come join our team of hard-working, talented professionals!
Job Summary
This position is responsible for incentives program management for the Corporate Events & Incentives Department with regards to design and execution of Combined US and CWB incentives.
This role will support the Director of Corporate Incentives, North America with planning, logistics, communication, vendor relationships, as well as budget planning and design and prize distribution.
Responsibilities
* Logistics and design of programs including but not limited to budget forecasting, prize sourcing, communication creation, logistics with vendors, results planning and finalization and spend reconciliations
* Ensure all incentive and collateral are "on brand" and comply with Combined's brand standards
* Ability to interface and lead discussions and communications with various levels of internal clients from the C-level down
* Assist in onsite logistics for incentive trips including assisting with awards ceremony and with corporate events team and vendors as needed
* Assist with vendors for invoicing and taxation
* Design communications for incentive programs
* Handle customer support for winners during prize distribution
CORE CAPABILITIES
* FOCUS ON CUSTOMERS - Build strong customer relationships and deliver customer-centric solutions.
* MAKE QUALITY DECISIONS - Make good and timely decisions that keep the organization moving forward.
* COMMUNICATE EFFECTIVELY - Develop and deliver multi-mode communications that convey a clear understanding of the unique needs of different audiences.
* VALUE DIFFERENCES - Recognize and leverage the value that different perspectives.
* OPTIMIZE PROCESSES - Know the most effective and efficient processes to get things done, with a focus on continuous improvement.
* DRIVE RESULTS - Consistently achieve results, even under tough circumstances.
* TAKE ACTION - Take on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.
* WORK RESOURCEFULLY - Secure and deploy resources effectively and efficiently; proactively solve problems that may arise.
* COLLABORATE - Build partnerships and work collaboratively with others to meet shared objectives.
* DEVELOP SELF - Actively seek new ways to grow and be challenged using both formal and informal development channels.
Skills
* MS Suite: Excel, PPT, Word, Outlook
* Project Management skills/organizational abilities
* Verbal and written communication skills
* Branding/graphics experience
* Skillset must include speed and accuracy of organization and managing multiple incentive projects at once
Education and Experience
* ...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:45
-
JOB DESCRIPTION
Chubb is currently seeking a Workers' Compensation Lost Time Senior Claim Examiner for our Northeast, New York, and New Jersey Region.
The successful applicant will be handling claims from Vermont, New Hampshire, Massachusetts, Rhode Island, Connecticut, New York, and New Jersey.
The position will report to a Claim Manager and reside in our New Haven, Connecticut, office.
Duties & Responsibilities:
* Requires minimal oversight to independently handle all aspects of workers' compensation lost time claims from set-up to case closure ensuring strong customer relations are maintained throughout the process
* Reviews claim and policy information to provide background for investigation
* Conducts 3-part ongoing investigations, obtaining facts and taking statements as necessary, with insured, claimant and medical providers
* Evaluates the facts gathered through the investigation to determine compensability of the claim
* Informs insureds, claimants and attorneys of claim denials when applicable
* Prepares reports on investigation, settlements, denials of claims and evaluations of involved parties, etc.
* Timely administration of statutory medical and indemnity benefits throughout the life of the claim
* Sets reserves within authority limits for medical, indemnity and expenses and recommends reserve changes to the Leadership Team throughout the life of the claim
* Reviews the claim status at regular intervals and makes recommendations to the Leadership Team to discuss problems and remedial actions to resolve them
* Prepares and submits to Leadership Team unusual or possible undesirable exposures when encountered
* Works with attorneys to manage hearings and litigation
* Controls and directs vendors, nurse case managers, telephonic cases managers and rehabilitation managers on medical management and return to work initiatives
* Complies with customer service requests including Special Claims Handling procedures, file status notes, and claim reviews
* Files workers' compensation forms and electronic data with states to ensure compliance with statutory regulations
* Refers appropriate claims to subrogation and secures necessary information to ensure that recovery opportunities are maximized
* Works with in-house Technical Assistants, Special Investigators, Nurse
Consultants, Telephonic Case Managers as well as the Leadership Team to exceed customer's expectations for exceptional claims handling service
Technical Skills & Competencies:
* Understands day-to-day responsibilities of a Lost Time Claim Examiner in managing all aspects of workers' compensation claims
* Works with a high degree of autonomy and showcases venue expertise
* Serves as a mentor and informal leader to staff with less seniority
* Utilizes influence management skills to drive results, consistency amongst peers and as motivation
* Provides project management
...
....Read more...
Type: Permanent Location: New Haven, US-CT
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:44
-
JOB DESCRIPTION
Overview:
The role's primary purpose is to play a supporting role, in partnership with IT and Treasury teams, for the roll-out and change of Chubb's strategic payment platforms in the North America and Latin America regions.
Focus on producing business requirements, evaluating business processes, supporting technical design, user acceptance testing, post implementation review and change requests.
The role will report into Payments Program Lead.
Key Responsibilities:
* This role's primary responsibility is the ability to receive from and pay customers is a business critical capability, and there is an ever changing landscape of payment options consumers can select from.
This role is a key part of the overall team that ensures Chubb has the right payment capabilities in place, or planned, to collect the premium underwritten and pay insureds and service providers.
* Produce comprehensive Project Business Requirements Documentation, coordinate reviews, and secure sign-off from all relevant stakeholders.
* Develop and maintain a requirements traceability matrix throughout the project lifecycle, ensuring that design and testing cover all requirements.
* Create and manage EPIC requirements in JIRA, including Use Cases when necessary.
Facilitate review sessions and obtain necessary approvals.
* Evaluate current business processes, anticipate future requirements, and identify areas for improvement.
Present findings and suggestions to leads and project team.
* Collaboration with technical teams during the design, build, and system testing phases.
Provide ongoing support for any queries related to requirements.
* Contribute to and review technical documentation deliverables, ensuring alignment with business requirements and project goals.
* Provide insights into both business and systems implementation plans to ensure successful execution of the projects.
* Conduct impact analysis for any Change Requests raised by stakeholders, ensuring all relevant documents are updated accordingly.
* Participate as a key support resource in User Acceptance Testing (UAT), ensuring the final product meets business requirements
* Assist in effective project closure procedures, including completing a Post Implementation Review and managing any outstanding actions and identified Change Requests in accordance with Treasury Project Procedures
* Support BAU TTP Enquiries by reviewing requests from the business and sharing with the Global BA prior to submitting to the TTP IT teams.
This includes new banking requirements and mandatory data modifications.
QUALIFICATIONS
* Bachelor's
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 i...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:43
-
Bank Loan Administration is responsible for trade instruction capture, settlements, and lifecycle events for bank loan assets under Fund Services.
The team partners with various internal and external parties, including but not limited to, fund accounting, client services, fund managers, as well as agent banks.
As an Associate I within the Bank Loan Administration team, you will play a crucial role in managing the trade instruction capture, settlements, and lifecycle events for bank loan assets within our Fund Services division.
You will work closely with a network of internal and external partners, including fund accounting, client services, fund managers, and agent banks, to ensure seamless operations and exceptional client service.
Job responsibilities:
* Understand of all aspects of loan or deal administration functions (including all aspects of funding).
* Be responsible for the bank loan life cycle events including paydown, drawdown, interest rate resets, payment-in-kind interest calculations, delayed compensation accruals / calculations and trade settlements
* Develop a thorough knowledge of our client base and building relationships with Investment Managers and other related third parties.
Work closely with your clients to resolve queries and providing first level account service
* Create, maintain and update procedures for client specific deliverables
* Review of daily controls and communication of any new training or procedural changes to the team; ensure that all controls and procedures outlined in the procedures manual and general company policies are complied with across all groups
* Ensure all scheduled work is completed by agreed deadlines, checklists are signed and files contain all required documentation; work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness
* Assist in testing and implementation of system enhancements as required
Required qualifications, capabilities, and skills:
* Bachelor's degree, with minimum 2 years relevant work experience in bank debt / leveraged loan operations
* Excellent communication and relationship/partnership-building skills both with team members as well as other business partners
* Strong attention to detail with a control mindset, time management, planning skills and the ability to handle multiple competing priorities
* Demonstrates flexibility and willingness to accept new assignments and challenges in a rapidly changing environment
* Strong decision-making skills, ability to identify problems and propose solutions.
Exhibit initiative to raise issues to appropriate/relevant parties when needed.
Preferred qualifications, capabilities, and skills:
* Knowledge of LSTA/LMA standard documents, such as Trade Confirmations
* Knowledge of financial data providers such as Bloomberg, ClearPar, and IHS Markit; investment vehicles related to bank ...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:42
-
JOB DESCRIPTION
The AVP, Strategic Initiatives, will work with senior leaders in Chubb Commercial Insurance to deliver on the strategic planning cycle of developing, socializing, tracking, and refining business plans and deliverables.
This role will interact with all aspects of Commercial Insurance, and manage efforts to articulate plans, track progress, analyze deltas, develop next steps and communicate with all levels of the organization throughout the process.
This is a hands-on leadership role within the Commercial Insurance Administrative Office, reporting to the SVP, Chief Administrative Officer.
Success in this position requires strong analytical skills, ownership of tasks, problem-solving abilities, project management expertise, and the ability to build relationships.
A commitment to continuously improving individual knowledge of commercial lines insurance is essential.
Key Responsibilities
* Work with management teams to translate high-level business plans into action steps and reporting solutions.
* Create and maintain management reports, ensuring they meet stakeholder needs.
* Analyze market trends, competitive landscapes and internal data to draw strategic conclusions
* Own specific, ongoing analyses, updates and communications
* Provide support for custom projects and ad hoc initiatives aligned to business priorities
* Engage with leaders, and be able to convey ideas in a way that drives thoughtful discussion, decision and actions
* Assist in developing and implementing strategies and tactical actions to improve dashboards, reports and presentations
* Translate needs of customers into solutions, with minimal guidance from manager
* Work with cross functional teams, including Division leadership, to develop and execute initiatives
* Ensure consistency of content and messaging across deliverables
QUALIFICATIONS
* Results
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 characte...
....Read more...
Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:41
-
JOB DESCRIPTION
Chubb is currently seeking a Workers' Compensation Lost Time Claim Examiner for our Northeast, New York, and New Jersey Region.
The successful applicant will be handling claims from Vermont, New Hampshire, Massachusetts, Rhode Island, Connecticut, New York, and New Jersey.
The position will report to a Claim Manager and reside in our New Haven, Connecticut, office.
Duties & Responsibilities:
* Requires minimal oversight to independently handle all aspects of workers' compensation lost time claims from set-up to case closure ensuring strong customer relations are maintained throughout the process
* Reviews claim and policy information to provide background for investigation
* Conducts 3-part ongoing investigations, obtaining facts and taking statements as necessary, with insured, claimant and medical providers
* Evaluates the facts gathered through the investigation to determine compensability of the claim
* Informs insureds, claimants and attorneys of claim denials when applicable
* Prepares reports on investigation, settlements, denials of claims and evaluations of involved parties, etc.
* Timely administration of statutory medical and indemnity benefits throughout the life of the claim
* Sets reserves within authority limits for medical, indemnity and expenses and recommends reserve changes to the Leadership Team throughout the life of the claim
* Reviews the claim status at regular intervals and makes recommendations to the Leadership Team to discuss problems and remedial actions to resolve them
* Prepares and submits to Leadership Team unusual or possible undesirable exposures when encountered
* Works with attorneys to manage hearings and litigation
* Controls and directs vendors, nurse case managers, telephonic cases managers and rehabilitation managers on medical management and return to work initiatives
* Complies with customer service requests including Special Claims Handling procedures, file status notes, and claim reviews
* Files workers' compensation forms and electronic data with states to ensure compliance with statutory regulations
* Refers appropriate claims to subrogation and secures necessary information to ensure that recovery opportunities are maximized
* Works with in-house Technical Assistants, Special Investigators, Nurse
Consultants, Telephonic Case Managers as well as the Leadership Team to exceed customer's expectations for exceptional claims handling service
Technical Skills & Competencies:
* Understands day-to-day responsibilities of a Lost Time Claim Examiner in managing all aspects of workers' compensation claims
* Works with a high degree of autonomy and showcases venue expertise
* Serves as a mentor and informal leader to staff with less seniority
* Utilizes influence management skills to drive results, consistency amongst peers and as motivation
* Provides project management
* ...
....Read more...
Type: Permanent Location: New Haven, US-CT
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:41
-
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.
Be part of a dynamic team dedicated to protecting what matters most and making a positive impact for our clients and communities.
Together, we shape a safer, more secure world.
Locations:
This position requires in-office presence.
We are seeking candidates in Phoenix, AZ and O'Fallon, MO.
Overview:
As a Claim Center Representative in Operations, you will join a diverse team responsible for providing back-office support to NA Claims and contributing to the delivery of an exceptional client experience.
The primary responsibilities include claim file maintenance, processing payments and financial transactions, managing forms and correspondence, and claim reporting within a fast-paced, deadline-driven environment.
Job Responsibilities:
* Process assigned work according to defined workflows and guidelines to deliver quality results and internal customer service.
* Balance quality and productivity expectations within a high-volume, transactional environment to meet business and customer service demands.
* Ensure all activities are documented completely and accurately.
* Recognize, prioritize, and escalate priority requests according to established guidelines.
* Create and maintain accurate productivity logs to track department results.
* Communicate effectively with business partners to meet customer requirements.
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 ...
....Read more...
Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:40
-
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, INCLUD...
....Read more...
Type: Permanent Location: Lake Oswego, US-OR
Salary / Rate: Not Specified
Posted: 2025-12-17 07:37:39
