Broker Associate Salary at Sergio And Banks Co BETA

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. Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues. 2. Interact regularly with clients and underwriters regarding policies, recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution. 3. Accurately explain coverages and liabilities to agents and/or clients. 4. Provide and/or assist with quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner. 5. Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships. 6. Manage all account documentation. 7. Initiate and coordinate renewal activity on assigned accounts. 8. Initiate

Experienced Financial Professional Hiring Insurance Professionals and Financial Advisors at our Downtown Chicago and Deerfield Locations At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States1 and holds the highest financial strength ratings currently awarded to any life insurer in the United States.2We proudly have more MDRT members than any other company and know what it takes to help you be successful.3 What we offer... Wide ranges of products to address clients’ needs. With New York Life, you can offer diverse products and services to help meet your clients’ protection and financial needs. These products include: life insurance, annuities, long term care insurance, disability insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FIN

Job Title: Assistant Vice President, Regulatory Compliance Services Job Location: Chicago, IL Office Schedule: Hybrid, 3 days in-office Department: Regulatory Compliance Services Supervisor: Vice President, Compliance Who We Are: Old Republic International Corporation (ORI), which traces its beginning to 1923, is a Fortune 500 company and one of the nation’s 50 largest shareholder-owned insurance organizations. Our subsidiaries actively market, underwrite and provide risk management services for a wide variety of coverages, mostly in the general and title insurance fields. Our Mission is to provide quality insurance security and related services to businesses, individuals and public institutions, and be a dependable long-term steward of the trust that policyholders, shareholders and other important stakeholders place in us. Position Overview: The AVP Regulatory Compliance Services will lead the implementation of products, enhancement, and maintenance of insurance products. This role wi

Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such

Join a powerhouse in the financial sector as a Paralegal, where you’ll contribute to delivering cutting-edge funding solutions for businesses nationwide. Backed by decades of success, billions in assets, and strong partnerships with top brokers and agencies, this organization sets the standard for excellence and innovation. Location: Northbrook, IL (Hybrid) About the Position: As Paralegal, you’ll play a key role in assisting the Legal Department with various business matters, including insolvency issues, loan documentation, litigation, and client inquiries. You’ll use your strong organizational and communication skills to support in-house attorneys and other departments, ensuring seamless legal operations. Key Responsibilities: Manage bankruptcy dockets and deadlines, including motions, claims, and communications. Draft contracts, amendments, and other legal documents for attorney review. Conduct legal research using online databases and resources. Respond to inquiries from government

POSITION OVERVIEW Based in our Chicago headquarters or one of our branch locations (Southfield, MI; Northbrook, IL; Greenwich, CT; Scottsdale, AZ; Denver, CO; Orange County, CA), the Compliance Associate will partner with the Chief Compliance Officer in meeting the regulatory requirements required by the Firm. This will include working on projects and tasks individually, with the CCO and with other Kovitz departments or external partners. This role is an excellent opportunity for a junior individual seeking to learn and grow in a compliance role with Kovitz. Successful characteristics include superior communication skills, collaboration, and an elevated level of professionalism. PRIMARY RESPONSIBILITIES The individual will be involved in various compliance tasks, including but not limited to: Assist in maintaining the firm’s compliance program by executing various tasks on a daily, monthly, quarterly and annual basis Point of contact for internal and external individuals on compliance

Job Description Job Description Help Chicagoans find their next home! We are seeking a Portfolio Leasing Consultant to join our growing team! The position will lease at multiple Group Fox properties - receiving commission, bonuses, a base salary, and benefits. The Portfolio Leasing Consultant operates similar to an apartment locator or broker, but is a full-time Group Fox employee eligible for employment benefits. The role requires a flexible schedule including working all weekends. Candidates are required to travel between multiple properties and provide their own means of transportation. Responsibilities: Accept, organize, and respond to all telephone and email leads in a timely manner Tour multiple Group Fox properties; greet prospects, present professionally the features and benefits of the property Assist all prospects through the lease application process including completing all proof of income, lease documents, and accepting payment Work with apartment locators and brokers Prop

Job Description Job Description THE POSITION The company is looking for a hardworking, detail-oriented person with positive energy who possesses a significant knowledge of the financial services industry. The position requires a team player mentality and the ability to work well independently. This dynamic position requires a candidate who will possess the highest level of integrity and understands that confidentiality is imperative for success. Professionalism must be maintained under all circumstances. This position will require the candidate to perform a variety of functions daily, including internal and external communications, interaction with clients in person and over the phone, ability to foster trusting relationships, apply a working knowledge of all operations and client-service processes, and ensure that compliance and standards are followed. The position requires someone who possesses: Advanced Administrative Support to the President, Senior Advisors, and Associate Advisors