brokerage careers Jobs

8/17/2009 - Houston, TX - Claim Rep, Auto Damage
Travelers
Committed. Competitive. Constructing our Future. That's Travelers. We are one of the leading insurance companies in the United States. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy, and a workplace in which you truly can make a difference. SUMMARY: Handle 1st and 3rd party Personal Insurance and Business Insurance claims. Manage claims for automobiles, a variety of heavy, specialty and mobile equipment and non-auto related property damage (i.e.: mail box, fence, and indirect damages such as down time and business interruption.) Claims will have varying degrees of complexity and severity (I.e.: coverage issues, multi-car, fatalities, liability determination, etc). PRIMARY DUTIES: - Handle all types of vehicles including automobiles, and a variety of heavy and mobile equipment (i.e. Cranes, tractor trailers, construction, agricultural equipment) at every severity level including other property damage i.e.: guard rails, mail boxes and any property within the vehicle. - Handle vehicle claims with varying degrees of complexity and severity (I.e.: coverage issues, multi-car, fatalities, liability determination, etc). - Review and analyze coverage and apply policy conditions, provisions, exclusions and endorsements, pertinent to a variety of vehicle damage claims. Recognize and apply how jurisdictional issues impact the claim (i.e.: negligence laws, financial responsibility/limits, immunity, etc.) Manage deductibles and coverage limits. - Contact appropriate parties to obtain relevant facts necessary to determine coverage, causation/damages, nature and extent of injuries and exposure with respect to the various vehicle coverage provided. - Investigate facts to establish negligence, determine liability, other sources of recovery and negotiate resolutions as appropriate. Manage fire, theft and other claims that require specialized investigation and utilization of internal and external experts in accordance with local laws. - Request the appropriate inspection type based on the details of the loss to effectively and efficiently resolve the claim (i.e.: conciergeclaim, appraisal, heavy equipment, property task assignment). When a Total Loss is determined, authorize payment through the Total Loss representative. - Conduct damage management including properly managing the repair process i.e.: mitigating storage, rental, early tow to salvage and other related expenses by working closely with appraisers, rental facilities, body shops, repair facilities and other vendors. - Establish timely and maintain appropriate claim and expense reserves. - Develop and continually update a plan of action including maintaining an effective diary to bring the claim to resolution in a timely manner. Manage file inventory by utilizing an effective diary system and documenting claim file activities in accordance with established procedures. - Write denial letters, Reservation of Rights and other routine and complex correspondence to insured's and claimants. - Determine settlement amounts based on independent judgment, estimation of actual cash value and replacement value, appraisals, application of applicable limits and deductibles. - Negotiate and convey claim settlements within authority limits to insureds. - Meet all quality standards and expectations per Best Practices. - Comply with state specific regulations. - Provide quality customer service to meet the needs of the insured, claimant, all internal and external customers. Fulfill specific service commitments made to certain accounts, as outlined in Special Account Communication (SAC). - Recognize and forward appropriate files to subject matter experts i.e.: SIU, engineer, staff/general counsel, heavy equipment, construction, property, CAT mgmt, fire investigator, Independent Adjuster, and accident reconstruction for their review and consult. Identify subrogation opportunities; determine appropriateness of the demand and negotiate adverse subrogation and arbitration. - Handle litigation on appropriately assigned cases. Develop litigation plan with staff or panel counsel, and track and control legal expenses; Review conciliations and prepare submissions for arbitration hearings. - May participate with Auto ERT during extreme weather events.- - Effectively manage multiple competing priorities to ensure timely payment, follow-up and claim resolution. EDUCATION/COURSE OF STUDY: College degree or equivalent business experience CERTIFICATES/DEGREES: Adjusters license (where applicable) COMMUNICATION SKILLS: Strong verbal and written communication skills COMPUTER SKILLS: Hardware and software skills to utilize and leverage claim and adjusting technology OTHER: Medical terminology knowledge (helpful) Customer service and empathy skills Solid analytical and decision making skills Math skills Excellent negotiation skills and ability to effectively handle conflict Strong organization and time management skills Ability to multi-task and to adapt to a changing environment Ability to effectively handle conflict Attention to detail ensuring accuracy. Strong investigative skills and creativity to achieve optimal resolution
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9/7/2009 - Little Rock, AR - Claim Rep, Outside Property/Ft. Smith, AR
Travelers
Committed. Competitive. Constructing our Future. That's Travelers. We are one of the leading insurance companies in the United States. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy, and a workplace in which you truly can make a difference. LOCATION: Fort Smith AR Area SUMMARY: Demonstrate proficiency in first party estimating, investigation, evaluation and negotiation at the most reasonable cost. Satisfy customer needs and ensure file quality. PRIMARY DUTIES: Handle 1st party Property claims of moderate complexity as assigned. Complete field inspection of losses including accurate scope of damages, photographs, written estimates and/or computer assisted estimates. Investigate and evaluate all relevant facts to determine coverage, damages and liability of first-party property damage claims. Access and inspect all areas of a dwelling or structure including tight spaces such as attic, staircases, entries and crawl spaces Lift, carry, unfold and set up ladder weighing approximately 38 pounds; climb ladder; transition to and from ladder to area requiring inspection; walk on roof. Establish timely and accurate claim and expense reserves. Negotiate and convey claim settlements within authority limits. Write denial letters, Reservation of Rights and other complex correspondence. Control damages through proper usage of cost containment tools. Meet all quality standards and expectations per Best Practices. Maintain an effective diary system and document claim file activities in accordance with established procedures. Manage file inventory to ensure timely resolution of cases. Handle files in compliance with state regulations, where applicable. Provide excellent customer service to meet the needs of the insured, agent and all other internal and external customers. Identify and refer claims with MCU exposure to the supervisor. Recognize when to refer claims to Special Investigations Unit and/or Subro Unit. Perform administrative functions such as expense accounts, time off reporting, etc. as required Perform any other duties as required. Occasional Catastrophe Duty, including other offices and states may be required. EDUCATION/COURSE OF STUDY: College degree or equivalent in business discipline. WORK EXPERIENCE: Previous property claim handling experience is preferred. Knowledge of construction, estimating and estimating system (Xactimate preferred) CERTIFICATES/DEGREES: Valid driver's license COMMUNICATION SKILLS: Must display solid verbal and written communications skills. COMPUTER SKILLS: Hardware and software skills and abilities including computers and other similar electronic devices. OTHER: Excellent organizational skills with the ability to work independently. Solid analytical skills. Excellent negotiation skills. Incumbents who fill this position will be subject to periodic post-hire criminal background checks while employed in this position. As a condition of acceptance for the position, selected candidates for this position will be required to electronically accept the Fair Credit Reporting Act (FCRA) Disclosure Statement and Authorization included in the online employment application. You may also be subsequently asked to accept similar FCRA authorizations periodically throughout your employment with the Company.
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1/13/2010 - Franklin, MA - Reverse Mortgage Officer (9187)
Rockland Trust
9187 Job Description Rockland Trust Company is Currently Seeking a Reverse Mortgage Officer in the Franklin Area As a Reverse Mortgage Officer you will be responsible for soliciting and originating reverse mortgages from various sources including Community Outreach Programs,attorneys, healthcare organizations, realtors, builders, financial planners/professionals, past customers and other nontraditional sources. The Reverse MortgageOfficer is responsible for creating awareness and demand for Reverse Mortgages. The ideal candidate is empathetic to the unique needs of Seniors with the primary focus on how a reverse mortgage will help them achieve their financial goals Act as a representative of Rockland Trust Company, participating in and corporate programs and activities, as appropriate. RESPONSIBILITIES Generate loans from a variety of sources:bank leads, personal contacts, professionalreferrals, sales activity. Consult with borrower on short and long-term goals, and match borrower with best loan products/lender to fit customer goals. Educate the borrowers on the Reverse Mortgage product, loan processing, and loan closing. Take complete loan applications together with required signed disclosures. Input loan information into LOS. Run and analyze customers credit report. Run AUS with select lender. Manage rate and final pricing. Act in accordance with all applicable State & Federal regulation. Required Skills Certified Senior Advisor Designated Minimum 2 years experience in Reverse Mortgage sales and originations. Experience in engaging and serving the senior population Job Location Franklin, MA, US. Position Type Full-Time/Regular
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9/11/2009 - Bellevue, WA - Assistant Director of Financial Reporting
Paccar
Assistant Director of Financial Reporting - 1 opening This person will interact closely with senior management in the Controllers? organization and will also interact on a regular basis with our subsidiaries, external auditors, and the Corporate Accounting and Consolidation groups. External Reporting Lead, coordinate and assist in the preparation of all ?34 Act filings including 10-Q, 10-K and 8-K reports. Lead, coordinate and assist in the preparation of year-end financial statements, footnote disclosure and MD&A support. Manage project timelines to ensure milestones are met and filings are completed timely and accurately. Maintain version control until documents are filed with the SEC. Research SEC rules and guidance. Provide SEC guidance to senior accounting management on proper accounting, reporting and disclosure. Provide financial analysis and presentation support for earnings releases, board presentations, shareholder meetings and investor relations. Provide GAAP research and prepare position papers. Worldwide Consolidation and Management Reporting Assist in the month-end consolidation of financial results to include income statement, balance sheet, cash flow statement and related eliminations. Assist with analytical review of consolidated financial statement results including performing various equity analyses. Provide assistance in the analysis and resolution of consolidation issues as they arise. Policy and Procedures Develop policy and procedures as new accounting rules and guidance are issued. Coordinate and provide training as required to PACCAR locations. Ensure compliance by performing audits of account classifications. Coordinate and conduct global GAAP continuing education program. Special Projects Assist with special projects including system implementations including the treasury/accounting and consolidation and financial reporting initiatives. SKILLS REQUIRED: Excellent analytical and technical accounting skills required. Strong working knowledge of SEC rules and regulations and of internal accounting control procedures. Outstanding communication skills are mandatory, combined with strong analytical abilities and attention to detail. Position requires frequent coordination and negotiation with numerous groups from within and outside the company ranging from staff to vice president levels. Strong organizational skills required to manage multiple projects from beginning to end. Strong project management skills required to enable successful and timely project completion. Deadline-driven and self-motivated. EDUCATION REQUIRED: BS/BA Accounting Degree CPA Certification SEC Reporting 8+ years of increasing responsibility Strong PC skills EDUCATION DESIRED: Big 4 public accounting experience highly preferred Current, active CPA license Experience with a high-end consolidations and reporting package such as Hyperion, SAP, Longview, Cartesis, etc
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10/23/2009 - Nashville, TN - MORTGAGE LOAN OFFICER
Branch Banking and Trust Company
Line of Business: MORTGAGE Job Category: Sales Primary Purpose: Responsible for the sales and marketing of BB&T Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, (Integrated Relationship Management), including the qualifying package of services, and insurance products. Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other Duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Execute effective mortgage marketing plans to meet or exceed agreed upon mortgage production goals. 2. Maintain a complete and thorough knowledge of BB&T Mortgage Strategies, Policies and Procedures, as well as secondary market investor's guidelines utilized by the bank. 3. Adhere to and comply fully with any and all BB&T policies and procedures related to internal and external rules and regulations, particularly those established by State and Federal law. 4. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as BB&T Mortgage products and their benefits. (Profiling) 5. Consistently execute on BB&T's referral process (IRM) by introducing mortgage clients to other bank services for cross sell opportunities. 6. Assist Mortgage Loan Administration with client, attorney, or appraiser document follow-up as determined through quality control or post closing review. Required Skills and Competencies: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High school diploma or equivalent education and related training 2. Minimum of one year experience in banking and/or lending environment with basic knowledge of residential property types 3. Good organizational skills 4. Good written and verbal communication skills 5. Possesses solid interpersonal and negotiation skills 6. Demonstrated proficiency in relevant computer applications 7. Ability to provide own transportation to travel as needed Desired Skills 1. Bachelor's degree in Business, Marketing, Accounting, or related studies 2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations 3. Completion of elective training curriculum in Mortgage Lending
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10/19/2009 - Hunt Valley, MD - Auto Damage Claim Representative
Travelers
Committed. Competitive. Constructing our Future. That's Travelers. We are one of the leading insurance companies in the United States. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy, and a workplace in which you truly can make a difference. Travelers, a leading provider of Auto, Liability, Property and Workers Compensation Insurance seeks talented, committed, professional team players to join our exciting, fast moving and growing Maryland claim organization located in Hunt Valley. As an Auto Damage Claim Representative, you will find innumerable opportunities for career development in an exciting and constantly changing environment. You'll get the satisfaction of being an important part of people's lives. You'll find this at St. Paul Travelers, and much more. Auto Damage Claim Representative Duties and Responsibilities: Provides quality same day contact of involved parties. Review of coverage and resolution of coverage issues. Investigation and determination of liability. Investigation of fire and theft claims. Identification and investigation of possible fraud issues. Proper triage of vehicles to appropriate appraisal resource. Development of damage information (property damage). Resolution of auto property damage claims. Delivery of high-level customer service to policyholders, agents and claimants. Knowledge and Skills Requirements: Experience in handling auto claims is preferred. Strong communication and customer service skills. Excellent time management skills. Excellent organization and interpersonal skills. Ability to prioritize and multi-task. Proficient in the use of Windows based claim system (training can be provided to incumbent in necessary operation systems). If you enjoy field work and dealing with people, and are a problem solver who thrives on flexibility then submit a resume on line at www. travelers.com
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9/16/2009 - Beltsville, MD - Finance Director
PBSJ
Position Summary: As part of the core management team, the Finance Director assumes a leadership role in shaping the business aspects of operations. Oversees operational financial reporting and operational financial management, staff financial training and development, and assesses potential return on investments including pricing and risk management. Advocates and integrates corporate vision and staff entrepreneurial efforts through training and strong communication. Is a ldquo;business partnerrdquo; with the National Service Director (NSD) in the strategic planning of the Service. Typical duties and responsibilities of the job include: Develops, implements and oversees the Service financial support system, including monitoring and reporting functions and recruitment and training of financial staff. Provides guidance to Service management to enhance financial performance, with particular emphasis on meeting financial forecasts. Assists NSD in the development of the annual business plan and periodic forecasted updates for revenue, staffing, labor costs, operating expenses and cash flow. Builds strong working relationships with all levels of management within the Service line and coordinates smooth and efficient liaisons with Corporate Accounting and Contracts Administration. Initiates effective systems to monitor completion of projects within schedule and budget. Conducts regular regional review sessions to provide guidance for performance expectations. Oversees proposal pricing, participates in contract negotiations and assists in development of remedial or recovery strategies consistent with the prudent financial management of the Service. Responsi ble for the Accounts Receivable collection effort of Service line. Supports Service compliance with company financial policies and practices. Performs other duties as the CFO and/or NSD may from time to time deem necessary. *EEO/AA/Smoke-free, Drug-free workplace
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8/24/2009 - Richardson, TX - Legal Secretary - Insurance Defense
Travelers
Committed. Competitive. Constructing our Future. That's Travelers. We are one of the leading insurance companies in the United States. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy, and a workplace in which you truly can make a difference. Our Richardson (Dallas) office is seeking an experienced insurance defense legal secretary. SUMMARY: Perform a variety of legal secretarial and administrative duties for assigned attorneys, many of which are unique to a legal environment and require a working knowledge of legal concepts, terminology, and processes. Assist with general office support efforts as requested and assigned PRIMARY DUTIES: -Effectively compose various legal documentation including but not limited to pleadings, discovery, subpoenas and draft correspondence. -Review incoming mail to determine urgency and work with attorneys accordingly. -Provide necessary telephone assistance including, but not limited to, answering callers routine questions. -Maintain attorney calendar as well as maintain diary and tickler dates appropriately. Review calendar daily and proactively handle upcoming events and determine dates upon which various pleadings must be served and filed. -Input and maintain information into case management system and ensure data integrity. -Maintain, organize and index all case files for staff attorneys; file correspondence, pleadings and other documentation in an accurate and timely manner. -Schedule/coordinate depositions, medical examinations and other court designated hearings. Retain court reporters and interpreters, if necessary. -Act as a liaison with experts and witnesses in scheduling/coordinating appearances and/or depositions along with documentation retrieval. -Act as a liaison between client and Staff Counsel office by furnishing and requesting information as needed and assist in completion of administrative reports. -Assist with Trial preparation -Summarize discovery responses and draft standard discovery motions -Conduct preliminary legal research as necessary EDUCATION/COURSE OF STUDY: High School Diploma or its equivalent required WORK EXPERIENCE: -Minimum of 3+ Years experience as a legal secretary required, or consistently high level performance. -Experience in insurance defense litigation preferred. COMMUNICATION SKILLS: -Superior written and oral communication skills. -Sufficient interpersonal skills to communicate with court personnel, other attorneys and their staff, clients, witnesses and outside vendors. COMPUTER SKILLS: -Highly proficient in MS Word, MS Outlook, Excel and Powerpoint. -Familiar with the usage of a case management system and other software applications. OTHER: -Strong understanding of legal terminology, local court/jurisdiction rules and adhere to law office procedures. -Ability to identify urgency and prioritize tasks accordingly. -Practice appropriate office etiquette. -Ability to manage time and multitask effectively and display problem solving skills by developing methods or approaches to getting the work done. -Maintain composure and professionalism under pressure as well as adapt to new situations and changing priorities. -Ability to work independently as well as in a team environment. -Strong organizational skills. -Ability to operate business machines such as photocopy and scanning equipment. -Position requires physical activity including but not limited to bending, stooping, repetitive motion, and lifting of up to 20 pounds
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11/2/2009 - Norwood, MA - Personal Lines Underwriter
Travelers
Committed. Competitive. Constructing our Future. That's Travelers. We are one of the leading insurance companies in the United States. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy, and a workplace in which you truly can make a difference. This position may reside in our Worcester or Norwood location. Summary: Provide technical underwriting support for assigned agencies within the team as well as making individual underwriting decisions on referred accounts. Job Components/Critical Responsibilities: -Handle underwriting decisions on new business, renewals and referrals that fall outside the guidelines and within delegated authority levels. Recommend risks above their letter of authority. Typically these individuals hold Level I or Level II authority levels. -Handle assigned workload within quality, productivity and service standards as established by the business centers. -Provide technical underwriting support for team members -Handle underwriting edit referrals -In conjunction with business center management and field marketing, and Agency Portfolio Managers (APMs) assist with agency management including monitoring of loss ratio and agency exceptions -Handle Adverse Decision Letters for own decisions -Provide assigned agencies with necessary training -Assist in training of team members -Provides Support for Personal Insurance Counselor staff -Assist with book transfers -Handle Insurance Department complaints -Keeps up to date on regulatory changes, PLUM bulletins and other ongoing training. -Business travel as needed. -Perform other related duties as required Competencies/Qualifications: -Prior Underwriting Experience -Customer Focus -Business/Technical Knowledge -Teamwork/Rapport building skills -Strong written & verbal communication skills -Knowledgeable in Personal Lines products and systems -Familiar with agency management & MA industry -College degree or equivalent work experience -Valid agents license desirable -Effective organizational and time management skills
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1/30/2010 - Lancaster, PA - Mortgage Originator
M&T Bank Corporation
This position is located in Lancaster, PADID YOU KNOW: M&T Bank made Forbes Magazines 400 Best Big Companies list for the 10th time this year, that weve been in business for over 150 years and are one of the nations top 20 bank holding companies with close to $66 billion in assets? Within our Mortgage team, we already have a seasoned group of professionals who specialize in creative outside sales, superb customer service and producing amazing results! In this position, you will play an integral role in growing M&Ts Mortgage presence in the market! OVERALL GOAL OF POSITION:To work with existing and new customers who are interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and/or other residential mortgage programs that best meet their financial needs and objectives.CUSTOMER SERVICE GOALS:To Interview applicants and collect/ analyze information regarding their income,assets, debts and credit data as well as their needs, desires, and earnings, obtain and analyze pertinent financial and credit data. - Independently assesses applicants credit worthiness and determine productsthat best meet the customers needs and financial circumstances and advisespotential borrowers regarding the advantages and disadvantages of differentfinancial products. - Make recommendations to customers regarding other bank products or toalternative lending vehicles. - Represent the bank in the community and related functions to identify,develop and promote additional business. SALES GOALS: -To cultivate new mortgage business. Market, service and promote the banksmortgage products. This includes the solicitation of residential first mortgagesthrough contacts with Realtors, builders, and developers. Regularly works at abank facility, but may be required to travel to and work at prospective customers'homes or business locations. -Ensure lending compliance with all origination procedures including bank policiesand procedures and regulatory requirements. -Independently monitor trends and developments in the local real estate market, aswell asthe changing rules and regulations pertaining to both private and governmentinsured mortgages.WHAT YOU NEED TO BE SUCCESSFUL: -Two (2) to three (3) years current mortgage sales experience in the existing market. -An existing pipeline of business with a stable Center of Influence in the market. -A thorough knowledge of FHA/VA regulations, conventional loan requirements andReal Estate law. -General knowledge of personal computers and software programs. -Strong mathematical skills. -Self-motivated and well organized. Excellent verbal and written communicationskills and the ability to interact with individuals at all income levels in aprofessionalmanner. -Demonstrated ability to work independently and to follow through on details tocompletionand the ability to work under critical time constraints.
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