Total 16 Finance / Banking / Insurance job vacancies in Fort Lauderdale

• Develops briefings at program level, tracks data/claims trends, improvements, and claims resolutions to identify areas of potential improvements and best practices.
• Utilizes various claims and transportation automated systems in order to resolve issues and answer claimants questions.
• Investigates and develops supporting evidence for loss and damage claims arising from storage and movement of personal property and makes recommendations for use in affixing responsibility and settlement of claims.
• Determines and advises customers on entitlements or procedures related to temporary storage of goods, weight allowances; prohibited items; and shipment of personal property including various methods available.
• Plans, books, and routes personal property, estimates cost savings, time involved, time of arrival, storage in transit involved, and purposes.
• Prepares and process various applications for transportation or storage of a wide range of personal property and privately owned vehicles, including special items, of authorized civilian and military members.
• Makes detailed cost comparisons to determine the best and most economical method of movement, and screens movement documents for correct accounting data.

Starting at $44,117 Per Year (GS 6)

• Researches patient records to ensure the insurance billing is correct.
• Posts payments received from the insurance companies to appropriate computerized ledgers and subsidiary ledgers.
• Explains Third-Party Collection (TPC) program to patients and their insurance companies.
• Calls numerous insurance companies to verify insurance coverage, amount of coverage, existing rules and regulations pertaining to the patient's policy.
• Maintains suspense records on all claims and correspondence.

Starting at $46,621 Per Year (GS 6)

Highland Cinema is looking for an experienced Administration & Finance Manager to join as one of our key Senior Managers and be involved in many aspects of day-to-day office management and the running of the cinema and caf bar operations. The position offers excellent rates of pay and incentives. 40 hours a week, permanent/year round position.

Overview

Highland Cinema is looking for an experienced, capable and enthusiastic Administration & Finance Manager to join as one of our key Senior Managers. In this exciting role, you will work closely with the existing Senior Management Team and Duty Managers to help maintain, shape and improve all aspects of our operation. The successful candidate will be involved in many aspects of day-to-day office management and the running of the cinema and café bar operations. The position offers excellent rates of pay and incentives.

Duties and responsibilities

• To support the General Manager and their Deputies at a senior level.
• To handle all day-to-day aspects of finances and bookkeeping for Highland Cinema.
• To compile and pay purchase invoices on a weekly basis.
• To deal with company mail and emails on a daily basis.
• To issue sales invoices and chase late payments for events and private bookings.
• To coordinate all cash handling and maintain records in an accurate manner.
• To reconcile all credit card transactions and other receipts.
• To complete daily, weekly and monthly sales and cash reports for Management.
• To complete the quarterly VAT submissions.
• To submit and pay PAYE via Government Gateway.
• To compile and maintain staff records and hours/holiday periods/sickness for the Payroll procedure.
• To account for and operate as the ‘Tronc Master’ for the tips for the staff in a timely manner, as agreed with the General Manager.
• To schedule and minute managerial meetings as required and issue the minutes, also at this time to produce a brief all staff email with relevant information to keep them informed.
• To deputise for the General Manager in their absence.
• To assist the General Manager with any HR issues arising and issue HR documents.
• To maintain and update two Point of Sale database systems.

Essential experience and competencies

• Experience of bookkeeping software. Currently we use Xero and Google Workspace.
• Experience working in a financial role, with budgetary and negotiation skills.
• Must be detail orientated with strong organisational skills.
• Able to ensure that in all matters the Highland Cinema is represented professionally and positively.
• Experience of working in a collaborative team.
• Excellent written and verbal communication skills.
• Ability to work under pressure to time scales and targets.
• Self-motivated, able to work autonomously, use own initiative and engage and assist the team in a variety of diverse activities.
• Ability to develop and maintain good working relationships with staff, suppliers and customers.
• A good working knowledge of equal opportunities, and an understanding 
of diversity in the workplace.
• Willing to undertake further training where required.

Full details

The full details of this position can be found at www.highlandcinema.co.uk/careers

Closing date and interviews

Interviews will be held quickly from 14th October. The successful candidate will shadow the existing Administration & Finance Manager during their notice period, to gain valuable insight and on-the-job training in preparation for the role.

How to apply

Please submit your CV plus a short covering letter describing why you would like to work with the Highland Cinema and what you think you can bring to the role, to gm@highlandcinema.co.uk

Applicants can find out more about Highland Cinema at www.highlandcinema.co.uk

House Manager
Fort William
£43,280 to £46,433 per annum (Includes a 7% unsocial hours allowance)
37.5 hours per week - Permanent

Please note, we do not offer sponsorship for work visa’s therefore you need to have the right to work in the UK to apply for any of our posts.

Do you want to join an organisation that has been named recently as a Top 100 company to work with by The Sunday Times?

If you do and would like to have an informal chat before applying then please call Rhonda Wilson, Head of Admissions and Programmes, on 07715 238337.

About Aberlour Sycamore Children’s Houses
Aberlour Sycamore Services’ vision is to provide warm, loving homes for children where everyone learns, laughs, grows into their future and is treasured always. We have a strong ethos of values and a culture that enables us to Be Brave and to Keep the Promise of involving the children and young people as fully as possible in taking decisions that affect their lives.

Our home in Fort William is a Hybrid Model, we have a residential service for children and young people as well as a service that we call Sustain Plus, which supports whole families by providing both emotional and practical support. We work with families and parents to secure a nurturing environment for children up to 18 years old. We also help parents/caregivers develop their ability to care for their children, provide practical parenting skills, and engage with their community. Our service provides flexible support of varying intensity and aims to encourage the development of family routines, resilience, and improved parental confidence.

We are looking to appoint a House Manager who will join our strong and thriving Residential/Sustain Plus community in Aberlour.

What we are looking for
We are looking for an enthusiastic individual with a passion for supporting vulnerable children and whole families to achieve the best possible outcomes in their lives. The successful candidate will have the drive, determination and cultural values to be able to lead their team to empower the children and young people to make the changes which will ultimately transform their lives.

We want someone who believes that all children and families are deserving of love and someone who will support the team to ensure that our children and families are able to live fulfilling lives without having restriction imposed on them in their everyday lives.

The person we choose to join us must have experience of working in and leading practice in a children’s house and with families. They must be visible to the team and children to ensure that the vision and values are lived every day - This will include working evenings and weekends.

Our homes provide a rich environment that provides safety, relationships, growth and healing for the children and adults who live and work there. To achieve this the successful candidate must have knowledge about developmental trauma, how this will have impacted children’s early life experiences and understand how to lead a team to ensure that every response a child receives takes account of their trauma.
A comprehensive support package focussed on achieving excellence in practice is provided to all of our teams and the successful candidate will also receive clinical supervision, provided externally to support their professional practice development and well-being.

If you share our vision of Being Brave for every child, young person and families, and Keeping the Promise, and you have the skills and passion required to meet the challenges of this role we look forward to hearing from you.

Ideally, candidates will have experience of leading a team within a residential childcare environment involving a residential shift rota and also experience in supporting whole families. You will be required to have or be willing to work towards the qualifications for being a manager in a residential childcare facility: a relevant professional qualification at SCQF level 9 or above plus a management qualification at SCQF level 8 or above.

What we Offer
As well as a supportive team and excellent training opportunities, we want all our employees to feel valued and rewarded for the vital work they do. When you work with us, we'll recognise your efforts with generous annual leave, an excellent employer pension scheme and a range of deals and discounts across various retailers.

How to Apply
Please go to our website www.aberlour.org.uk/jobs where you can apply online.
If you have any queries please e-mail: jobs@aberlour.org.uk.

Aberlour is committed to the safeguarding and welfare of all our service users and uses a thorough and rigorous recruitment and selection process including PVG Scheme checks to ensure this commitment is not compromised.

Applications to be returned by: Noon on Thursday 1st August 2024.

Proud member of the Disability Confident employer scheme

Due to an increase in business demands, Ferguson Transport & Shipping are currently recruiting for Head of Finance & Accounting, based at Corpach, Fort William.

Due to an increase in business demands, Ferguson Transport & Shipping are currently recruiting for Head of Finance & Accounting, based at Corpach, Fort William.

Reporting to the Group Finance Director, this post requires a qualified accountant (ICAS, ACCA or CIMA) to work alongside our Payroll & Accounts Manager to take accounting responsibility in overseeing the company finance & accounting systems. The successful applicant will take ownership of timely month-end close out processes, reconciliations, and management reporting.

Previous experience with managing a team is also essential for this role, along with experience in UK financial reporting requirements.

This is a hands-on position, requiring working knowledge and experience of accounting disciplines including financial accounting, compliance, projections and cash flow forecasting as well as systems development and mentoring the finance team.

Key Duties & Responsibilities:

• Accounting leadership - Overseeing the Finance/Accounting systems, working alongside the Payroll & Accounts Manager, assist in working with a team of up to 12 working within Payroll, Sales & Purchase Ledger between our offices in Corpach and Kishorn. Overseeing the full accounting function of the group.
• Ensure the accuracy and integrity of our accounting processes.
• Take owenership of timely month-end close processes, reconciliations, and management reporting and compliance.
• Reporting on finance performance of the company to Group Directors and Management boards.
• Working with payroll to ensure strict adherence to company policies and legal standards. Filing of P11D's with HMRC
• Provide essential operational support to the group's daily operations, facilitating a seamless workflow and efficient practices in conjunction with the group's strategic objectives.
• Foster the development and maintenance of robust financial controls to secure the group's assets and ensure financial integrity.
• Project Management and Process Improvement lead and manage ad-hoc projects, demonstrating flexibility and a capacity to drive change. Champion the ehancement of finance processes and tools, including the introduction of automation to increase efficiency and accuracy.
• Working with Group Directors on budget reports.
• Working with Group Finance Director and Group Managing Director on large business transactions, including investments.
• Collaborate closely with external accountants and auditors to ensure accurate financial reporting and compliance.

Competitve salary, company pension, loyalty bonus scheme including enhanced annual leave in place. Occupational health surveillance and group life assurance policies offered.

Accommodation and relocation support may be available for the right applicant.

Ferguson Transport & Shipping provide clear routes for career progression and offer a range of opportunities and upskilling to help people get to the next level.

To deliver a comprehensive range of financial administration, payroll and book-keeping services. These responsibilities will include, but are not limited to;

• All aspects of book-keeping using SAGE 50 Professional
• Assist in the preparation of monthly financial reports for Voluntary Action Lochaber and our clients
• Completion of VAT returns to HMRC
• Process Payroll for Clients using IRIS Bureau Payroll
• Maintain all financial files and records
• Respond to all financial enquiries as required
• Support colleagues in providing administration support

ALVANCE

Established since 1929, ALVANCE British Aluminium, part of the GFG Alliance, owns and operates the last remaining aluminium production plant (smelter) in the UK and a connected hydropower electricity generation station located on the slopes of Ben Nevis, Britain’s highest mountain. A combination or renewable energy sources makes this site one of the greenest metal production plants in the country.

Duties and Responsibilities

• Processing AP invoices in a timely and accurate manner.
• Review Readsoft and ensure all invoices are processing correctly.
• Supplier Statement reconciliations.
• Assisting with daily post with other team members.
• Arrange business trips including flights, hotels, trains, car hire, visas, insurance, etc for clients and staff.
• Setup of business accounts for hotel bookings.
• Control costs as with other purchases/ develop preferred suppliers.
• Management of all accommodation and travel.
• Interact with external clients by welcoming guests and customers by greeting them, in person or on the telephone, answering or directing enquiries.
• Ensure facilities i.e. meeting rooms, are maintained to a high standard and provide tea/coffee/lunches as appropriate.
• Management of all hospitality requirements and associated housekeeping tasks.
• Support organising meetings, company events, conferences both internally and externally.
• Organise the office functions and maintain supplies, to ensure efficient running of the office.
• Answering phone calls and assisting with supplier queries.
• Assist other team members as required.
• Have a personal concern for the safety of themselves and others, setting a good example at all times.
• Administration / management of credit card.
• Organise BACs payments.

Working with Us

We work collaboratively with high energy and ambition to develop sustainable growth plans for our business, our future and our careers.
We are committed to uncompromising levels of safety, strong customer-centricity and diversity. Our people are our greatest asset.

If your true passion in life is to help create a better world through the work that you do, we would encourage you to think about Joining JAHAMA Highland Estates, part of Alvance Aluminium. You will have the opportunity to thrive, make a difference and leave a legacy to both industry and society.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for providing resolution of multi-product fraud related client requests by answering calls, chats, or emails in an inbound contact center. Key responsibilities include working in an environment that requires accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery to answer client questions, resolving problems, performing account maintenance, and looking for opportunities to deepen relationships through digital solutions.

Responsibilities:

• Identifies client needs and recommends solutions when fraud has been identified
• Records data captured during client interactions accurately
• Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
• Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
• Complies with industry regulations, bank procedures, integrity levels of the department's system and financial controls

Skills:

• Conflict Management
• Customer and Client Focus
• Decision Making
• Fraud Management
• Oral Communications
• Active Listening
• Attention to Detail
• Data Collection and Entry
• Issue Management
• Problem Solving
• Adaptability
• Collaboration
• Critical Thinking
• Influence

Minimum Education Requirement: Null

Shift:

2nd shift (United States of America)

Hours Per Week: 

40

03/30/2024

Address:

61 Jarvis Street

Retail Banking Sales & Service

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
• Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
• Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Passionate commitment to helping our customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

$35,700.00 - $66,100.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

Responsibilities:

• Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
• Coaches and mentors peers, while utilizing leadership skills
• Adapts to changes in sales practices and broader market and industry conditions as needed

Skills:

• Client Management
• Client Solutions Advisory
• Prospecting
• Relationship Building
• Risk Management
• Financial Analysis
• Leadership Development
• Project Management
• Referral Identification
• Sales Performance Management
• Business Development
• Client Experience Branding
• Continuous Improvement
• Data and Trend Analysis
• Pipeline Management

Required Skills

•  
• Must have a minimum of 10 years experience in Commercial Lending or Investment Banking.
• Demonstrates ability to successfully manage an extensive portfolio of clients.
• Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.
• Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
• Strong corporate finance, capital markets and accounting acumen.
• Financial modeling experience and the completion of a formal credit training is required.
• Outstanding oral and written communication skills.
• Demonstrated leadership ability.
• Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.
• Undergraduate degree required: Majors in business, finance or economics preferred. MBA desirable.
•  Securities Industry Essentials (SIE), Series 7 &  63  (Must obtain SIE, series 7 & 63 license within 180 days of start date) 

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions.

Responsibilities:

• Identifies client needs and recommends solutions when fraud has been identified
• Records data captured during client interactions accurately
• Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
• Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
• Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls

Skills:

• Attention to Detail
• Customer Service Management
• Customer and Client Focus
• Issue Management
• Active Listening
• Adaptability
• Client Solutions Advisory
• Data Collection and Entry
• Problem Solving
• Account Management
• Analytical Thinking
• Client Experience Branding
• Fraud Management

Minimum Education Requirement: Null

• Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives.
  • Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions.
  • Has a commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule.
  • Has a dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays.
  • Communicates effectively and confidently with all clients to make their financial lives better.
  • Has the ability to engage with clients – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections.
  • Is comfortable receiving ongoing performance feedback and coaching.
  • Has the ability to learn and adapt to new information and technology platforms.
  • Has at least an intermediate level of proficiency with computers and current technology.
  • Has 1+ years of customer/client service experience, including experience handling difficult client situations.

Desired Qualifications:

 1+ years of experience in the banking/financial industry.
• 2+ years of experience working in a client service capacity.​
 

Shift:

2nd shift (United States of America)

Hours Per Week: 

40

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The Investment Transition Partner (ITP) works directly with recruits who are transitioning from various firms to LPL Financial into any of LPL affiliation types such as Core, SWS, Linsco, RIA, Advisor Network and Institutional. The ITP’s core responsibilities will be to conduct consultative discovery sessions with individual prospects and recruits to understand the makeup of their book of business, uncover any gaps, and provide alternatives when gaps exists; creating mapping strategies for existing advisory assets to our platforms; training on our advisory platforms; and uncovering brokerage or third party asset manager opportunities..
 
The AVP should display a full understanding of the unique advisor needs and possess an entrepreneurial spirit to provide support of the various investment products such as features, benefits, pricing, competitive landscape, leveraging tools and technology.   The ITP is the subject matter expert and must demonstrate a high level of product knowledge, professionalism, and attention to detail in order to be a trusted consultant for financial advisors.

Responsibilities:

• Manage the Investment Transition Partner team for all regions Training & Education
• Consult with financial advisors about all aspects of product & services to match the most applicable combination of practice management, economics, features and functionality to the client's needs
• Host and promote monthly group training webinars in addition to individual training sessions on all aspects of the LPL advisory platforms. Mapping of Assets  
• conduct a gap analysis on all investment products, managers, strategies, etc and provide solutions for any gaps 
• This could include onboarding current investment or finding an alternative by creating a competitive analysis and presenting options to the advisor for consideration. Case Consultations & Design
• Consult with advisors to understand client needs, provide case design, risk class assessment, illustrations and recommendations of suitable products and carriers to meet those needs 
• Engage with advisors to help them offer and sell the products. Advanced Concepts & Marketing 
• Provide overview of advanced sales concepts, consult with product/money managers as necessary
• Articulate market and economic impacts as well as the technical investment characteristics of portfolios and underlying securities
• Consult on applicable supporting technology including, but not limited to portfolio analytic tools, investor presentation and proposal tool, and the resource center
• Articulate our value proposition and four pillars of support and provide an overview of advanced sales concepts
• With little direct supervision, problem solve a myriad of issues relating to compliance, operations, and technology concerns
• Leverage skills to diagnose advisor and client needs to provide appropriate options for consideration
• Assist advisors with analyses of existing prospect portfolios Through training maintain up-to-date job knowledge on proposal tools and other resources that assist advisors throughout the sales and service process with investors
• Maintain current knowledge and understanding of LPL's offerings, Sponsor products, market dynamics and industry trends, etc
• Work collaboratively across business units to provide service and to facilitate cross referrals Participate in appropriate professional development activities to best provide support to advisors and their clients which may include pursuit of certain professional designations and continuing education.

What are we looking for?

• We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• 2-3 years of experience in Advisory Platforms and investment products
• Bachelor’s Degree with a focus in Business/Finance/Economics
• Series 7 and 65 or 66 required
• MS Office knowledge required

Core Competencies:

• Excellent communication skills - verbal and written, creative problem-solving, effective decision making, ability to diffuse tense situations, ability to multi-task, good follow-up skills, upbeat and outgoing personality
• Also critical to have polished presentation skills and ability to interact with sophisticated clients and advisors

 

Pay Range:

72,000-108,000/year

 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. This position is also eligible to earn sales incentive compensation. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. This position is also eligible to earn sales incentive compensation. Your recruiter will be happy to discuss all that LPL has to offer!

 

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

Company:

Marsh McLennan Agency

Description:

Insurance Producer, Business Insurance

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Insurance Producer, Business Insurance at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A Day in the Life

Our associates have the freedom and flexibility to think and work creatively. We pride ourselves in developing innovative solutions to our client’s opportunities and challenges. We provide a far superior service model that allows Producers to grow their book of business exponentially. With us, you will never feel like you’ve “hit the ceiling”. Expertise in multiple sectors, supported by industry vertical programs, and ability to sell across all lines of business assists producers to win more opportunities.

We promote the growth of the total person, empowering each associate to utilize their unique talents and expand their abilities and expertise. We take it beyond insurance and strive to build strong, lasting relationships with our clients partnering with them as strategic advisors. We hire, train and retain associates who strive for excellence, love a challenge, and have the passion it takes to continuously earn recognition as an expert.

As our Insurance Producer on the Business Insurance Insurance team, you'll take part in

• Develop a comprehensive prospecting plan, including targets and methodology for developing prospects into clients specifically related to Employee Health & Benefits
• Network centers of influence in order to develop new opportunities
• Deliver MMA’s value proposition for each opportunity and align the Agency’s resources and capabilities
• Leverage referral and targeted introductions from clients, prospects and business relationships
• Producers at MMA are: Revenue Growth Driver, Primary Relationship Steward, Lead Strategist, Complex problem solver

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• High school diploma or equivalent
• Current and Active 2-20 Florida insurance license
• Prior B2B sales experience with consultative sales skill
• Proficiency with MS Office, including Excel
• Proficiency Agency Management Systems

These additional qualifications are a plus, but not required to apply:

• Bachelor’s degree or higher (specialization in Risk Management highly preferred)
• Intellectually Curious
• Growth Mindset
• Ability to engage and present with the “C” Suite
• Business Acumen/Strategic thought process
• Proven track record in the development of new clients & retention of existing relationships
• Embraces a culture of accountability
• Competitive in a collaborative sales environment

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.  

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid and flexible work
• Charitable contribution match programs
• Stock purchase opportunities
• Competitive compensation
• Entrepreneurial leadership
• Unmatched, scalable resources
• Committed to core values
• Inclusive culture

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

• https://www.instagram.com/lifeatmma/
• https://www.facebook.com/LifeatMMA
• https://www.linkedin.com/company/marsh-mclennan-agency/

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

#MMABI

03/24/2024

Address:

859 Fort William Road

Commercial Sales & Service

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

• Leads and executes business development plans to that business goals are achieved or exceeded.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Acts as a subject matter expert on relevant regulations and policies.
• Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
• Conducts independent analysis and assessment to resolve strategic issues.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• May network with industry contacts to gain competitive insights and best practices.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Manages the risk of the assigned complex portfolio in a timely and precise manner.
• Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
• Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
• Gathers data to advance sale process and completes all required documentation.
• Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
• Tracks implementation requests to keep the process on track with timelines.
• Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
• Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
• Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Maintains current client information on Bank system/files to ensure client history is accurate and complete.
• Ensures accurate billing to clients.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
• Demonstrated history of successful business development, including ability to network in external markets
• Demonstrated knowledge of relevant industry verticals and market’s competitive environment
• Experience in contact negotiations with both clients and legal counsel
• Experience drafting responses to complex RFPs
• Experience with Sales Strategy and Sales referral process development
• Risk Management - In-depth
• Sales and Service Management –In-depth
• Relationship Management - In-depth
• Change Leadership - Working
• Conflict Management & Resolution –In-depth
• Resource Planning – Working
• Business Acumen – In-depth
• Financial and Working Capital Understanding – In-depth
• Strategic Thinking – Working
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown Insurance of Florida, Fort Lauderdale's office is growing and seeking an exceptional individual with proven discipline, and commitment to join our team as Client Account Manager for Condo Commercial Insurance Lines! 

The Account Manager will handle a client portfolio and work with producers, sales professionals and teammates to service new and existing clients, help maintain positive client relationships, work to expand those relationships, and provide high quality of service to assigned accounts with a focus on the profitability of the business to the agency. 

WHAT YOU'LL DO:

• Provides renewal direction, training and support to team members on assigned accounts for renewal marketing within Commercial Lines.

• Maintains working knowledge of current markets and strives to place business with lead carrier partners and those with the best policy forms.

• Monitors workflows, consistency with processes and procedures and provides training for Commercial Lines team members.

• Recommends and implements procedures to increase efficiency and effectiveness for the Commercial Lines department.

• Prepares and processes binders of insurance, policies, endorsements, certificates of insurance, audits and cancellations in accordance with office procedures.

• Reviews coverages placed for accuracy and risk exposure suitability.

• Validates internal and external rating of policies, confirms endorsements, audits, cancellation, and related documents.

• Reviews commercial applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the various companies.

• Transmits policies, endorsements, audits, cancellations, etc. in writing using the Quality Control guidelines as adopted by the Commercial Lines team.

• Oversees and/or processes all transactions on policies as assigned from effective date to expiration date.

• Maintains suspense system for all transactions for assigned accounts.

• Invoices items on assigned accounts in a timely basis.

• Prepares and processes premium finance agreements as needed.

• Advises accounting department of the appropriate posting of monies received on assigned accounts when necessary. Reviews and corrects invoicing discrepancies on a timely basis as needed.  Trains team members on invoicing guidelines and process.

• Reviews and maintain expiration records on assigned accounts.

• Prepares draft proposals for completion and reviews completed proposals prepared by the Marketing Assistant.

WHAT YOU'LL NEED:

• Florida 4-40 License is minimum requirement with ability to obtain Florida 2-20 P&C License promptly

• 2+ years’ experience as an account manager specializing in commercial insurance

• Strong technical knowledge of coverage in all commercial lines insurance policy forms, rating and exposure analysis

• Superior computer skills and full command of Microsoft Office products and electronic document management solutions (paperless office)

• AMS360 experience Highly Preferred

WHAT WE OFFER:

• Excellent growth and advancement opportunities

• Competitive pay based on experience

• Paid Time Off (PTO)

• Generous benefits package: health, dental, vision, 401(k), etc.

• Employee Stock Purchase Plan

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.