MassMutual Jobs In Denver, CO

- 140 Jobs
  • Field Management Recruiting Lead

    Massmutual Financial Group 4.3company rating

    Massmutual Financial Group Job In Denver, CO

    The Opportunity As the Field Management Recruiting Lead , you will be accountable for the vision, advocacy, and execution of the recruitment and retention of MassMutual's Advisors. The Team This high-profile, fast-paced, driven team continually evaluates how MassMutual recruits, develops, and retains our Net Field Force. The team focuses on results and providing value and continuous improvements to MassMutual and field partners. Our Focus Our highly collaborative team focuses on elevating the recruiting and retention of: * Field Leadership * Experienced Balanced Producers * Inexperienced Advisor Programs The Impact In this role, you will be responsible for: * Executing and continuously evaluating MassMutual's Experienced Advisor recruiting and retention strategy to ensure competitiveness and deliver on commitments to policyholders. * Acting as a key resource and thought leader to General Agents, Sales Managers, and Agency Recruiters. Providing coaching and consulting on how to source and recruit experienced advisors. * Demonstrated success in identifying and recruiting top advisors/advisor teams. Demonstrated ability to influence high-quality candidates. Proficiency in evaluating candidates' qualifications, skills, and cultural fit for the company. * Driving the marketing strategy to effectively attract top candidates. * Collaborating with business partners to ensure MassMutual maintains competitive compensation and recognition programs to attract experienced advisors and drive desired company goals and metrics. * Talent Market Insights, stay abreast of industry trends, competitive landscape, and talent market dynamics to inform recruiting strategies. * Metrics and Reporting: Track key recruitment metrics to evaluate the effectiveness of recruiting efforts and identify areas for improvement. Additional Skills and Experience * Deep Financial Services Expertise: Extensive knowledge of the financial advisory industry, including competitive disruption, investment products, and wealth management strategies. * Proven ability to understand and review complex financial advisor compensation packages. * At least 10 years of recruiting experience in the financial services industry. * Field/Agency Experience: 6-10 years of field/agency experience required. * Exceptional problem-solving skills, demonstrating composure in times of uncertainty and stress. Excellent communication and influencing skills. * Self-driven and motivated. Proactive attitude, i.e., self-starter who can take initiative in sourcing candidates and driving the recruitment process. * Adaptability to changing market conditions and the evolving needs of the firms. Keen sense of ethics and integrity. * Demonstrates data-driven decision-making with the ability to analyze and measure the performance of current recruiting practices and identify solutions and areas of improvement with the strongest impact. Proactively communicate and offers ideas and solutions. * Travel required What to Expect as Part of MassMutual and the Team * Regular meetings with the MMFA Field Recruiting and Development Team. * Focused one-on-one meetings with your manager. * Access to mentorship opportunities. * Networking opportunities, including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups. * Access to learning content on Degreed and other informational platforms. * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry-leading pay and benefits. * Focused one-on-one meetings with your manager with specific and measurable objectives and goals. #LI-LS1 #LI-REMOTE Salary Range: $156,000.00-$204,700.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
    $56k-72k yearly est. 12d ago
  • Financial Planner

    Prudential Financial 4.8company rating

    Denver, CO Job

    Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join us in our Greater Heartland Financial Group firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. If you'd be interested in exploring this opportunity further, please join one of our Regional Directors on an informational webinar. Use the links below to schedule the day and time that works best for you. ********************************************************************* - Monday Session ********************************************************************* - Thursday Session The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include: relationships with clients (both existing and prospective) client information and using that information to build robust financial plans clients prepare for their retirement and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: a self-starter. an entrepreneurial mindset. a customer service champion. an engaging and compelling communicator and negotiator. a problem solver. a Life-long student seeking continued education and professional development. a critical thinker. prior sales experience and/or enjoy networking and seeking new clients. a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: a framework to help you attain all licensing and education needed to progress through the career. your learning through joint work and a team environment. competitive compensation and benefits that are unique in our industry. a roadmap for your success with our experienced team of leaders. The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.
    $50k-75k yearly 26d ago
  • Customer Experience Concierge, Centurion Lounge - DEN Airport

    American Express 4.8company rating

    Denver, CO Job

    **You Lead the Way. We've Got Your Back.** With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally. At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong. Join Team Amex and let's lead the way together. **Job** **Description** : The role of the Member Service Professional (MSP) will be to deliver superior service to Card Members visiting the American Express Centurion Lounge, located in the Denver Airport. MSPs will be the face of American Express to our customers, acting as ambassadors of the brand. Working as a cohesive team, they will have the ability to excite our customers and deliver on the brand promise. A successful MSP within the Centurion Lounge will have a passion for delivering extraordinary service to our best Card Members, in a customer facing environment. Our MSPs are highly skilled and motivated, providing travel, card, concierge and lifestyle services to American Express Card Members. Acting as a consultant, our MSPs will tailor our products and services to assist Card Members with their immediate needs and deepening their relationship with American Express. It is our mission to become essential to our Card Members by providing differentiated products and services. It is our duty to make Membership come to life every day. MSPs do this by: + Welcoming and providing access to our Card Members upon arrival at reception + Being accountable and taking ownership of the customer's experience from beginning to end. + Creating innovative ways to resolve customers' issues or concerns to win their brand loyalty; ultimately making loyal enthusiast out of the customer + Employing the Customer First philosophy in meeting customers' needs and expectations + Providing concierge and lifestyle recommendation + Providing travel consultation and minimal reservation assistance + Accommodating needs of our Card Members, by partnering with our food and beverage lounge partners Lounge Hours of operation are from 5:00AM - 10:00PM SUNDAY-SATURDAY. Hours are subject to change due to business need. **Qualifications** : A successful candidate will possess the following qualifications: + Minimum of 1-year recent experience servicing premium customers + Airline, lounge or travel industry experience is preferred, including reservation experience + Passion for servicing customers with proactive solutions + Exceptional communication skills, delighting the customer with every single interaction + The ability to listen to the customer's needs, in turn offering confident recommendations, resulting in high satisfaction from the customer with the service they received + Must exhibit the utmost professionalism and maintain a positive attitude in all interactions + The ability to rely on and collaborate with your colleagues is essential, as the lounge is a very active, fast-paced, team environment + Ability to make decisions quickly and effectively, when unanticipated situations may arise, putting the Card Members' experience at the forefront of everything you do + Must be resourceful and capable of using the Internet effectively while providing assistance in a face-to-face customer environment + Ability to utilize and switch from multiple technology platforms with ease + Adapt to an ever-changing environment and being resilient + Ability to work flexible shifts including nights, weekends, and holidays is essential + Light to moderate lifting may be required for certain job tasks **Qualifications** Salary Range: $20.00 to $22.12 hourly bonus benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers/Employees - Click here to view the "Know Your Rights" poster and the Pay Transparency Policy Statement. If the links do not work, please copy and paste the following URLs in a new browser window: ****************************************** to access the three posters. Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Travel **Primary Location:** US-Colorado-Denver **Schedule** Full-time **Req ID:** 25004680
    $66k-93k yearly est. 8d ago
  • Morgan Stanley at Work - Nonqualified Deferred Compensation Funding & Analysis, AVP

    Morgan Stanley 4.6company rating

    Denver, CO Job

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and prosper. Morgan Stanley at Work is a division within Morgan Stanley Wealth Management comprised of Nonqualified Deferred Compensation Solutions, Shareworks by Morgan Stanley Equity Compensation, and Financial Wellness. Our division offers in-depth knowledge and resources focused on providing a full range of solutions that help address various institutional and employee financial challenges and complexities. This business area is also where some of the biggest acquisitions internal to financial services are housed (ex: ETrade, Solium) and hence, is a key growth area for the Firm. Morgan Stanley at Work provides a comprehensive offering to Nonqualified Deferred Compensation (NQDC) plan sponsors and executive/plan participants. NQDC offers oversight and recommendations to plan sponsors in the design and administration of NQDC plans, including funding optimization strategies. Morgan Stanley at Work also creates NQDC education materials and provides financial wellness through Financial Advisors to assist executives with implementing holistic and tax efficient wealth management strategies across their assets. Position Summary: The NQDC Funding & Analysis AVP will work with proprietary tools to conduct decision support analysis in support of clients' selection of informal funding investments for their NQDC plans. This will include estimating cash flow and earnings for various investment options including Corporate Owned Life Insurance (COLI). The AVP will be expected to produce polished client facing exhibits to be incorporated in presentations delivered by the NQDC plan consulting team. In addition, the AVP will be expected to continuously evaluate our analytical methodologies and proprietary tools to suggest opportunities to improve and optimize them. Responsibilities include, but are not limited to: * Conduct cash flow and earnings analysis of potential investment alternatives to informally fund NQDC plans * Work with sales and consulting stakeholders to understand corporate clients' strategy and objectives as it pertains to funding their NQDC plans * Develop polished client facing exhibits to be delivered by NQDC plan consulting and sales team members * Prioritize and project manage pipeline of client decision support projects * Continuously evaluate analytical methodologies and proprietary tools to suggest opportunities to improve them including presenting findings to management * Implement approved upgrades to proprietary tools * Support internal department initiatives to track clients and monitor carrier partner information as well as responding to ad-hoc requests Required Experience, Skills, and Qualifications: * College degree required. 5-7 years of relevant financial services industry or related experience with a focus on Nonqualified Deferred Compensation plans * Strong analytical and problem solving skills * Extreme attention to detail * Executive Benefits consulting industry experience preferred * Life insurance product knowledge with COLI background preferred * Strong project management and communication skills * Highly organized and able to work on multiple projects across functional groups * Advanced knowledge of Microsoft Office suite necessary; including Word, Excel, and PowerPoint * Proactive nature, with a strong sense of ownership, accountability, and entrepreneurial spirit * Positive contributor to our team's inclusive culture * Insurance and Annuities licensing is required for this role, FINRA licensing may be a future requirement as well FOR NYC POSITIONS ONLY: Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. FOR DENVER POSITIONS ONLY: Salary range for the position: $85000 - $135,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 2/27/2025, but may be extended depending on whether a candidate has been selected. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. FOR NYC POSITIONS ONLY: Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. FOR DENVER POSITIONS ONLY: Salary range for the position: $85000 - $135,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 2/27/2025, but may be extended depending on whether a candidate has been selected. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $85k-135k yearly 3d ago
  • Financial Representative Intern *Must live in CO*

    Northwestern Mutual 4.5company rating

    Golden, CO Job

    College Financial Representatives in the internship program at Northwestern Mutual- West Denver are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, have the unique opportunity to build a financial planning practice while engaging local and nationwide experts, selling exclusive financial products, and having the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Get licensed with your Life, Accident, and Health insurance license Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc.) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (June 2024) Top 100 Internship Programs, Yello x WayUp (2024) 5.1+ million clients and growing 2 Unsurpassed financial strength with total company assets of $366 billion 3 Forbes' Best Employers for Diversity (2023) · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of December 31, 2023 3 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.
    $43k-56k yearly est. 23d ago
  • Client Services Administrator

    Thrivent Financial 4.4company rating

    Lakewood, CO Job

    This position provides administrative support to Clarity Wealth Group. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Client Services Administrator reports to and is employed by Clarity Wealth Group. This position is full time and in office. Working Monday - Friday 9 a.m. to 5 p.m. Compensation ranges between $20-24/hr dependent upon experience and licensing held. Benefits include: 2 weeks PTO as well as a negotiable health care and retirement stipend. There will be an immediate growth track with obtaining Life and Health as well as SIE, 7/66 licensing. Job Description Position Roles/Responsibilities/Accountabilities Handles incoming telephone calls and responds to requests for information Performs routine administrative duties such as maintaining office supplies and processing mail Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature Supports projects, administration of various programs, and processing functions as needed Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice's Financial Advisors Updates the contact management system with client/member contact and preference information Assists Financial Advisors in the preparation and follow up for the client/member meetings Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings Verbal or written communications with prospective or existing customers regarding financial matters Explain, discuss, or interpret insurance coverage; analyze exposures or contracts Indicate to customer that requested coverage is or will be bound or issued Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts Support questions and transactions with variable insurance and annuities products, if appropriately licensed Additional responsibilities may be assigned in accordance with licensure and business needs Position Qualifications Previous administrative/secretarial experience desired Previous financial services industry experience required If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products. Demonstrated customer service orientation/experience, 2+ years preferred Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information Basic understanding of our products and services, and Thrivent Financial Competencies Planning/Organizing Customer Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of Clarity Wealth Group Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations As part of Clarity Wealth Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
    $20-24 hourly 1d ago
  • Multinational Network Manager

    The Hartford 4.5company rating

    Greenwood Village, CO Job

    UW Associate, Operations - UV08AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. A new role can expand your knowledge and your network, and help you learn more about our business. If you think this opportunity is a fit for your career you should apply. If you are not sure you can have a conversation with your manager. We're in the business of helping people achieve amazing things by protecting the things that matter most. And you can help us when you join our team of underwriters. They're at the center of everything we do - and by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests. Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, doing things the way they've always been done isn't a part of the job. Here, you'll be putting your creative insights to work with other underwriters and leaders, having a seat at the table with key decision makers. And you'll have any number of opportunities for your career to grow in whatever direction you choose. The Hartford is seeking a highly skilled Multinational Network Manager, who is responsible for the following: * Responsible for ultimate local policy aspects of service delivery for assigned Network Partners, ensuring KPI's are met for a positive client experience * Engaging Network Partners in reoccurring stewardship meetings and in person visits to review and close out open items * Utilize Global Online portal for SLA reporting review and actioning * Function as a primary escalation contact for assigned Network Partners * Assist with Network Partner onboarding process, as appropriate * Manage Global Online portal updates for non-Global Online enabled partners * Outbound reinsurance slip support - review, completion, and return to Network Partners * Provide secondary support for Ocean Marine global program business * Provide support for Global Online mailbox management and Multinational billing (premium reconciliation) * Engage in local policy quality control efforts to ensure contract certainty Qualifications: * Insurance industry experience: 2-5 years preferred but not required * Ability to effectively communicate information and ideas to influence and grow partnerships * Proficiency in foreign language(s) is a plus, though not required * Excellent communication, interpersonal and presentation skills * An ability to think analytically about business problems, make recommendations and propose solutions * High energy self-starter, who is resilient and has an entrepreneurial spirit * Demonstration of solid time, organizational, and desk management skills * Goal-oriented and delivers outcomes Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $66,880 - $100,320 Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits
    $66.9k-100.3k yearly 19d ago
  • Senior Executive Underwriter, National Accounts

    The Hartford 4.5company rating

    Greenwood Village, CO Job

    Senior Executive Underwriter - UW07CC Executive Underwriter - UW07CD We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. As a National Accounts Senior Executive Underwriter at The Hartford, you'll be responsible for underwriting the casualty lines for accounts with typically more than 500 employees, which are written utilizing loss sensitive plans, such as Large Deductibles and Self-Insured Retentions. You will assist the Field Team in underwriting new business opportunities from brokers and agents, as well as manage a renewal book of business. You'll rigorously analyze underwritten information to assess and price risk for each account and new business opportunities. As a National Accounts Senior Executive Underwriter, you will be responsible for collaborating with your field team in underwriting portfolio management and growth in your assigned territory while maintaining strong returns and profitability. Responsibilities: * Identify and analyze information on risks' operations and key exposures/controls. Determining what additional information is necessary to perform a thorough analysis. * Identify and analyze loss trends and understanding sources of loss information and differences in quality and applicability of the sources. * Develop mastery level knowledge of loss rating concepts for each line. Analyzing relationship between outside factors and the model, and adjusts loss rating accordingly, justifying position. * Develop mastery level knowledge of all rating plans and variable options. Making appropriate pricing decisions that balance need for growth and profit. Understanding the effect that individual account decisions have on overall book. * Follow all underwriting & pricing guidelines and obtain management approval if warranted. Recognize when guidelines may need adjustment and escalating to the management team. * Develop master of coverage forms evaluate and set coverage terms, utilizing company and National Account guidance to respond to account/broker requests * Maintain positive and productive relationships with Field Team. Communicating all decisions effectively, including those from National Accounts' management. * Identify opportunities to expand the reach and profitability of The Hartford's National Account's business. * In collaboration with the field team, be involved in new business or renewal presentations/meetings with accounts and/or brokers as needed. * Identify areas for improvement in tools and in various projects to support National Accounts growth and profitability objectives. Qualifications: * Bachelor's Degree preferred, or equivalent combination of education, training and experience * 5+ years of commercial casualty underwriting experience preferred * Experience handling loss-sensitive accounts preferred * Demonstrated success in developing and maintaining solid relationships with all internal and external business partners * Excellent communication, interpersonal and presentation skills * An ability to think analytically about business problems, make recommendations and propose solutions. * High energy self-starter, who is resilient and has an entrepreneurial spirit * Demonstration of solid time, organizational, and desk management skills * Goal-oriented and delivers outcomes * Ability to challenge the status quo and compete to win * Superior technical knowledge and sound decision-making and analytical skills. Position title level will be determined after careful consideration of candidate qualifications. Location: This role will have a Hybrid work arrangement, with the expectation of working in the Los Angeles, CA; Greenwood Village, CO; or Hartford, CT office three days a week (Tuesday through Thursday). Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $123,200 - $196,800 The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience. Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits
    $69k-84k yearly est. 7d ago
  • Associate Regional Annuity Specialist

    Charles Schwab 4.8company rating

    Lone Tree, CO Job

    **Your opportunity** _At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together._ Charles Schwab Insurance Services (CSIS) is accountable for meeting the insurance needs of our more than 6 million individual investor clients and the 7,000+ RIAs we serve. With responsibility for product management and development, direct sales and sales support and oversight, CSIS works closely with all Schwab Client Enterprises to support product distribution and product management, and manages all insurance company partners and vendors associated with the annuity and insurance business. CSIS is responsible for developing and maintaining all annuity and insurance products as well as supporting related platforms and tools. Associate Regional Annuity Specialist (ARAS) supports a team of Regional Annuity Specialists (RAS) by focusing their efforts on client service and operational support. We build trust and inspire confidence through exceptional service one connection at a time. Our dedicated specialists provide one-on-one service to help our clients and RAS research the right annuities for their portfolios with our unbiased approach in helping clients navigate their annuity choices. Whether clients are looking to reassess an annuity they currently own, maximize yield and tax-control, or are ready to start drawing income from their savings, we are here to help them find the right solutions to meet their needs and investing goals. We help clients at all stages of investing take charge of their futures and Own Their Tomorrow. If you enjoy providing a superior level of service to others around you, have a passion for continuous learning and want to develop a career as a Regional Annuity Specialist, this may be the job for you. This position is a relationship based service and client support role in which the employee will be responsible for supporting a team of Regional Annuity Specialists. This role requires a high level of engagement with clients, peers and partners. The employee should have a fundamental understanding of Annuities and general income strategies, working towards developing a deep and expert understanding of each. This should include but is not limited to Single Premium Immediate Annuities, Deferred Income Annuities, Fixed Deferred Annuities, Variable Annuities, Fixed Indexed Annuities & Hybrid/Structured Annuities. **What you have** **Required:** + Minimum 3-5 years' experience in financial services. + Bachelor's degree or equivalent professional experience. + Series 7, 63 or 6 highly preferred or obtained within 120 days. + Active life & health insurance licensing preferred, or obtained within 90 days. + Knowledge of current regulatory requirements and state laws related to insurance products, in particular annuities is preferred. **Preferred:** + Ability to build relationships, collaborate with partners and consistently produce results. + Strong organizational & time management skills. + Knowledge of Annuity Products preferred. + Ability to effectively use Salesforce preferred. In addition to the salary range, this role is eligible for bonus or incentive opportunities. **What's in it for you** At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance CO Salary Range: USD $83,700 - $98,600 / Year What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
    $83.7k-98.6k yearly 5d ago
  • Business Service Officer

    Morgan Stanley 4.6company rating

    Greenwood Village, CO Job

    Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication * Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures * Lead, mentor, and supervise a team of Support and Service Professionals * Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex * Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution * Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls * Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and oversee Support Professionals coverage for Financial Advisors in the Branch * Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements * Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight * Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies * Facilitate and manage resolution of client inquiries/requests * Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates * Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies * Additional operational oversight may be required * Administer other duties as delegates by the Complex Business Service Officer " EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * Bachelor's degree required or equivalent education * Previous industry experience * Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) * Other licenses as required for the role or by management Knowledge/Skills * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex needs and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies * Evidence of strong leadership and talent development capabilities * Previous supervisory experience preferred * Exceptional organizational and time management skills * Exceptional conflict resolution skills * Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex * Knowledge of Firm's Risk & Compliance policies * Ability to think strategically Reports to: * Complex Business Service Officer Direct reports: * Support Professionals Salary range for the position: $114k - $121k/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 12/15/2024 but may be extended depending on whether a candidate has been selected. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $114k-121k yearly 4d ago
  • Analyst-Sales

    American Express 4.8company rating

    Denver, CO Job

    **You Lead the Way. We've Got Your Back.** With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally. At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong. Join Team Amex and let's lead the way together. **How will you make an impact in this role?** The Sales Analyst position is part of a fast-paced, innovative team responsible for supporting the Global Merchant & Network Services (GM&NS) Regional & Centralized Client Group diverse portfolio. The role allows the incumbent to develop and gain knowledge of the Global Merchant & Network Services business, experience working as part of a large, national organization, and opportunity to drive and lead key projects. Reporting to the Senior Manager of Business Development, the Sales Analyst will collaborate across the organization with internal and external stakeholders and partners to drive forward business critical tasks. **Responsibilities:** + Serve as project manager for key RCCG initiatives, including, but not limited to: + Ensuring a strong control and compliance environment (Data Security, Risk Initiatives). + Complex hierarchy set-ups and management. + Executing scalable marketing (Offers). + Support Client Management and work with servicing partners as an escalation point on complex operational opportunities. + Collaborate with internal business partners to facilitate onboarding process for new hire client managers on systems and underlying processes. + Ensure key deliverables are met and team is aware of timelines. + Engage directly with merchant clients as needed. + Other ad hoc projects as needed. **Minimum Qualifications** + Strong merchant background with an ability to navigate through the various internal departments. + Strong project management skills. + Excellent organization and attention to detail. + Strong verbal and written communication skills. + Ability to manage workflow and timing on multiple projects simultaneously. + Ability to act independently and work cohesively with a virtual and in office team. + High motivation and willingness to assume accountability to do what it takes to get the job done. **Qualifications** Salary Range: $24.05 to $48.10 hourly bonus benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. US Job Seekers/Employees - Click here to view the "Know Your Rights" poster and the Pay Transparency Policy Statement. If the links do not work, please copy and paste the following URLs in a new browser window: ****************************************** to access the three posters. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25004313
    $75k-97k yearly est. 6d ago
  • Product Manager, Digital Rep Solutions

    Charles Schwab Corporation 4.8company rating

    Lone Tree, CO Job

    Your Opportunity At Schwab, you are empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Digital Rep Solutions Product Manager will be a part of a team that drives world class experiences for Schwab's retail clients. You will play a critical role in supporting strategy for Salesforce design, reporting, and integrations and will work collaboratively with not only the immediate team, but also across the broader Schwab organization. The ideal candidate will have superior relationship building skills, a strong blend of product management experience and end user support, as well as an understanding of and/or prior experience in supporting financial services. What you are good at: * Lead product management efforts focused on enabling client facing representatives to leverage emerging technology solutions, including highly integrated experiences, channel integrations, and Contact Center technology. * Partner with product management teams throughout product lifecycle to deliver efficient and effective Salesforce solutions while maintaining strategic alignment * Leverage knowledge of end users and stakeholder partnerships to help drive prioritization of initiatives as well as application strategy * Partner with UX/UI to drive feedback sessions, determine OKR estimates and success criteria * Partner with business partners to develop a strategy and roadmap to evolve Salesforce capabilities that support business objectives * Work cross-functionally with technical, design, business counterparts to define product refinements and updates based on ongoing client-driven needs analysis What you have Required Qualifications * Minimum of 3 years of product management or management consulting experience * Strategic problem solver with the ability to formulate compelling vision and strategy and translate that to meaningful roadmaps and results * Ability to influence and collaborate across multiple levels of the organization * Highly developed communication and presentations skills with an outstanding ability to effectively communicate and present sophisticated concepts and issues to leadership teams * Confidence presenting and tailoring messaging to a variety of audiences, including senior leadership * Curiosity, a can-do demeanor, and the ability to learn quickly and thrive in a complex, dynamic environment * Self-starter with outstanding organizational skills and ability to track multiple project results with minimal direction * Skilled at working cross-functionally with technology, service, marketing, and many other teams to execute the lifecycle of a digital platform * Experience or interest in large language models and artificial intelligence * Previous experience with contact center technologies and strategy a plus In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
    $82k-106k yearly est. 6d ago
  • Branch Office Administrator

    Edward Jones 4.5company rating

    Greeley, CO Job

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We're proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. We'll give you the support you need. Our team will be there every step of the way, providing: * Comprehensive 6-month training including an experienced peer to help mentor you * A wide support network that extends from your branch office to your region to the home office * You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… * Delivering exceptional personalized service to ensure clients feel understood and informed * Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year * Actively listen for situations in the clients' lives that may indicate a need for additional services * Driving marketing activities such as planning and executing events What characteristics would make you a successful BOA? * Ability to deepen and broaden client relationships * Ability to identify opportunities to create efficiency * Strong ability to work independently * Ability to manage multiple priorities in a deadline driven environment * Proficient in current and new office technology * Willingness to learn how financial services/markets work At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. You can also expect… * A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions * An inclusive environment where everyone's different viewpoints are valued and help to achieve results. * We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being * Full-time Associates receive the following benefits: * Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… * Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. * The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
    $42k-52k yearly est. 11d ago
  • Dental Claims Approver II

    Guardian Life 4.4company rating

    Denver, CO Job

    has a starting pay rate of $16.83 per hour with a 3% annual bonus target. Are you a highly driven individual looking for a career in the Dental Insurance industry? If yes, read more to find out who we are and the possibilities we can offer you. This entry level Dental Claims Approver within Group Dental Claims supports Guardian, by processing the customer's claims timely and accurately. **You are someone who:** + Can succeed in a highly driven production, quality and team environment. + Seeks developmental opportunities to help you grow in your position and career with Guardian. + Displays honesty and seeks feedback to understand your strengths and areas of improvement. + Is self-disciplined and able to work independently in a remote work environment. We understand that no one majors in insurance while they are in college, and that knowledge of insurance should not limit your qualifications for our available positions. In fact, Guardian is seeking individuals with educational diversity to fuel our exciting and dynamic work environment. You will start your career with a strong onboarding and progressive training program. You will be exposed to how an insurance policy works, business writing, and claims processing. The foundational skills that you will learn involve how to process claims and provide an exceptional claims experience for our customers. The skills and knowledge that you acquire will serve as a foundation to further develop your understanding of what Guardian has to offer. **You have the following functional skills & position qualifications:** + Process data entered, scanned, electronically submitted dental claims. + Be flexible and adaptable in an ever-changing work environment. + Ability to handle pressure in a production and quality focused position. + Open and receptive to giving and receiving feedback. + Ability to interact effectively with all internal and external customers. + Demonstrate mathematical, analytical, organizational, problem solving & relationship building skills. + Dependable with good attendance. + Willing to work overtime when requested. + Strong oral and written communication skills. + Ability to work well independently, persistent drive to meet department/ organization goals. + Shows agility, as well as the ability to quickly learn or adopt new skill sets. + Proficient PC navigation skills including mainframe systems. + Maintains a high sense of priorities & uses solid judgment to make routine decisions. + Genuine and consistent drive to champion the customer. **You will:** A Dental Claims Approver reviews and processes claims that cannot be processed automatically by our mainframe system. An Approver's responsibilities may include, but are not limited to: + Applying state laws to the processing of initial claims and appeals. + Referring claims to consulting dentists to determine necessity of treatment. + Investigating and responding to written appeals, inquiries, and complaints. + Following up on claims that need additional information or are pending in our system. + This is not a customer service/call center position. No phone work is required. + Our department is open from 6:00 AM PST to 6:00 PM PST, and colleagues work 40 hours a week and need to meet and maintain productivity and quality goals. During training, the scheduled start time will be between 6:00 AM PST and 8:00 AM PST. + At times throughout the year, especially during our peak seasons, we require overtime to meet our service requirements. **Reporting Relationships:** This position reports to the Team Leader, Group Dental Claims, who in turn reports to the Manager, Group Dental Claims **Salary Range:** $30,960.00 - $46,440.00 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. **Our Promise** At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. **Inspire Well-Being** As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at *********************************************** . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._ **Equal Employment Opportunity** Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. **Accommodations** Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com . **Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.** Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
    $31k-46.4k yearly 1d ago
  • Middle & Large Business CORE Underwriting Associate - Denver

    The Hartford 4.5company rating

    Greenwood Village, CO Job

    Associate Underwriter - UYTRAN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. Underwriting Trainee Opportunities: Gain Real World Experience We're in the business of helping people achieve amazing things. From opening a small business to buying a car or home to recovering from illness or injury and so much more, we help people protect the things that matter. And you can help us when you join our team of underwriters. They're at the heart of everything we do. And by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests. Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, we value self-starters, and all ideas are welcome. It's where opportunities exist to hone your underwriting skills by working with our sales teams, experienced underwriters, and other leaders - and your career path can take any direction you might choose. As part of our Commercial Underwriter Onboarding and Risk Education (CORE) development program, you'll gain an experience of a lifetime. Our 22-week program begins in mid-July and includes self-directed and virtual classroom learning sessions. What's more, you'll get on-the-job work experience as well as integrated sales training with support from your mentor and manager to round out your Commercial Underwriting experience. After the formal program concludes, you'll have the knowledge to begin a formal career here, with us behind you every step of the way. This role will allow for a hybrid work schedule working three days in the office and two days from home. We'll Be a Good Match if You Have: • A customer-first mindset, putting our customers at the center of everything you do • A passion for making decisions through both analyzing data and employing critical thinking skills • A team spirit and desire to work collaboratively • A financial mindset to help make the best decisions • Ability to own your work and following through on commitments • Ability to decipher and execute within a fluid and changing business environment • An understanding of how to build relationships and trust among diverse groups Qualifications: • Bachelor's Degree preferred, or equivalent combination of education, training, and Insurance experience • 3+ years of Insurance experience preferred • Excellent written and interpersonal communication and presentation skills • Ability to think analytically about business problems, make recommendations, and propose solutions • Possession of resilience and an entrepreneurial spirit • Demonstration of solid time, organizational, and desk management skills • Goal oriented with a strong desire to deliver outcomes in timely manner • Acts with a sense of urgency and is responsive to internal and external customer needs • Strong sales skills with the ability to negotiate and sell all messages including with those that may be difficult • Challenge the status quo to implement improvement and compete to win • A valid driver's license is required, as use of a company pool car will be necessary for periodic travel • Demonstrates satisfactory progress during the Training Program and achieve passing scores on all tests, case studies, and foundational underwriting assessments • Potential to travel during training may exist Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $60,000 - $90,000 Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits
    $60k-90k yearly 1d ago
  • Multinational Network Manager

    The Hartford 4.5company rating

    Greenwood Village, CO Job

    UW Associate, Operations - UV08AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. A new role can expand your knowledge and your network, and help you learn more about our business. If you think this opportunity is a fit for your career you should apply. If you are not sure you can have a conversation with your manager. We're in the business of helping people achieve amazing things by protecting the things that matter most. And you can help us when you join our team of underwriters. They're at the center of everything we do - and by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests. Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, doing things the way they've always been done isn't a part of the job. Here, you'll be putting your creative insights to work with other underwriters and leaders, having a seat at the table with key decision makers. And you'll have any number of opportunities for your career to grow in whatever direction you choose. The Hartford is seeking a highly skilled Multinational Network Manager, who is responsible for the following: + Responsible for ultimate local policy aspects of service delivery for assigned Network Partners, ensuring KPI's are met for a positive client experience + Engaging Network Partners in reoccurring stewardship meetings and in person visits to review and close out open items + Utilize Global Online portal for SLA reporting review and actioning + Function as a primary escalation contact for assigned Network Partners + Assist with Network Partner onboarding process, as appropriate + Manage Global Online portal updates for non-Global Online enabled partners + Outbound reinsurance slip support - review, completion, and return to Network Partners + Provide secondary support for Ocean Marine global program business + Provide support for Global Online mailbox management and Multinational billing (premium reconciliation) + Engage in local policy quality control efforts to ensure contract certainty Qualifications: + Insurance industry experience: 2-5 years preferred but not required + Ability to effectively communicate information and ideas to influence and grow partnerships + Proficiency in foreign language(s) is a plus, though not required + Excellent communication, interpersonal and presentation skills + An ability to think analytically about business problems, make recommendations and propose solutions + High energy self-starter, who is resilient and has an entrepreneurial spirit + Demonstration of solid time, organizational, and desk management skills + Goal-oriented and delivers outcomes Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $66,880 - $100,320 Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Culture & Employee Insights (***************************************************** | Diversity, Equity and Inclusion (********************************************************* | Benefits (********************************************* Human achievement is at the heart of what we do. We believe that with the right encouragement and support, people are capable of achieving amazing things. We put our belief into action by ensuring individuals and businesses are well protected, and by going even further - making an impact in ways that go beyond an insurance policy. Nearly 19,000 employees use their unique talents in careers that span a variety of disciplines - from developing the latest technology to creating and promoting our products to evaluating future financial risks. We're also committed to programs that drive education and support volunteerism, which put human beings first. We do it because it's the right thing to do, and because when our customers, communities and employees succeed, we all do. About Us (************************************* Culture & Employee Insights (***************************************************** Diversity, Equity and Inclusion (********************************************************* Benefits (********************************************* Legal Notice (***************************************** Accessibility StatementProducer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information)
    $66.9k-100.3k yearly 19d ago
  • Associate Regional Annuity Specialist

    Charles Schwab Corporation 4.8company rating

    Lone Tree, CO Job

    Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Charles Schwab Insurance Services (CSIS) is accountable for meeting the insurance needs of our more than 6 million individual investor clients and the 7,000+ RIAs we serve. With responsibility for product management and development, direct sales and sales support and oversight, CSIS works closely with all Schwab Client Enterprises to support product distribution and product management, and manages all insurance company partners and vendors associated with the annuity and insurance business. CSIS is responsible for developing and maintaining all annuity and insurance products as well as supporting related platforms and tools. Associate Regional Annuity Specialist (ARAS) supports a team of Regional Annuity Specialists (RAS) by focusing their efforts on client service and operational support. We build trust and inspire confidence through exceptional service one connection at a time. Our dedicated specialists provide one-on-one service to help our clients and RAS research the right annuities for their portfolios with our unbiased approach in helping clients navigate their annuity choices. Whether clients are looking to reassess an annuity they currently own, maximize yield and tax-control, or are ready to start drawing income from their savings, we are here to help them find the right solutions to meet their needs and investing goals. We help clients at all stages of investing take charge of their futures and Own Their Tomorrow. If you enjoy providing a superior level of service to others around you, have a passion for continuous learning and want to develop a career as a Regional Annuity Specialist, this may be the job for you. This position is a relationship based service and client support role in which the employee will be responsible for supporting a team of Regional Annuity Specialists. This role requires a high level of engagement with clients, peers and partners. The employee should have a fundamental understanding of Annuities and general income strategies, working towards developing a deep and expert understanding of each. This should include but is not limited to Single Premium Immediate Annuities, Deferred Income Annuities, Fixed Deferred Annuities, Variable Annuities, Fixed Indexed Annuities & Hybrid/Structured Annuities. What you have Required: * Minimum 3-5 years' experience in financial services. * Bachelor's degree or equivalent professional experience. * Series 7, 63 or 6 highly preferred or obtained within 120 days. * Active life & health insurance licensing preferred, or obtained within 90 days. * Knowledge of current regulatory requirements and state laws related to insurance products, in particular annuities is preferred. * Preferred: * Ability to build relationships, collaborate with partners and consistently produce results. * Strong organizational & time management skills. * Knowledge of Annuity Products preferred. * Ability to effectively use Salesforce preferred. In addition to the salary range, this role is eligible for bonus or incentive opportunities.
    $43k-65k yearly est. 6d ago
  • Wealth Management Advisor Training Program

    Northwestern Mutual 4.5company rating

    Boulder, CO Job

    Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Representative: Build-Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. You are in business for yourself but not by yourself! You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Prior sales and/or business experience preferred. Entrepreneurial ambitions Experience building meaningful relationships Interpersonal skills for success in client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship ** This posting is specifically for Boulder area office** Income Growth Opportunity: First year income ranges from $70,000- $200,000. Average income per advisor that has been here over 5 years is $635,000, top 25% is $1.6M, top 10% is $2.3M. Additional Compensation & Benefits: Commission structure to support early development Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning Recent Awards and Accolades: FORTUNE 500 COMPANY (2023) FORTUNE WORKS MOST ADMIRED COMPANIES (2022) FORBES BEST EMPLOYERS FOR WOMEN (2022) FORBES BEST EMPLOYERS FOR DIVERSITY (2022) TOP 125 TRAINING PROGRAM Are you ready to build your best life and enhance the lives of your clients? Apply now! Benefits: Retirement Plan Dental insurance Flexible schedule Health insurance Life insurance Vision insurance Education: Bachelor's (Preferred) Ability to Commute: Boulder, CO 80301 (Required) Work Location: Hybrid remote in Boulder, CO 80301
    $70k-200k yearly 24d ago
  • Senior Executive Underwriter, National Accounts

    The Hartford 4.5company rating

    Greenwood Village, CO Job

    Senior Executive Underwriter - UW07CCExecutive Underwriter - UW07CD We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. As a National Accounts Senior Executive Underwriter at The Hartford, you'll be responsible for underwriting the casualty lines for accounts with typically more than 500 employees, which are written utilizing loss sensitive plans, such as Large Deductibles and Self-Insured Retentions. You will assist the Field Team in underwriting new business opportunities from brokers and agents, as well as manage a renewal book of business. You'll rigorously analyze underwritten information to assess and price risk for each account and new business opportunities. As a National Accounts Senior Executive Underwriter, you will be responsible for collaborating with your field team in underwriting portfolio management and growth in your assigned territory while maintaining strong returns and profitability. Responsibilities: + Identify and analyze information on risks' operations and key exposures/controls. Determining what additional information is necessary to perform a thorough analysis. + Identify and analyze loss trends and understanding sources of loss information and differences in quality and applicability of the sources. + Develop mastery level knowledge of loss rating concepts for each line. Analyzing relationship between outside factors and the model, and adjusts loss rating accordingly, justifying position. + Develop mastery level knowledge of all rating plans and variable options. Making appropriate pricing decisions that balance need for growth and profit. Understanding the effect that individual account decisions have on overall book. + Follow all underwriting & pricing guidelines and obtain management approval if warranted. Recognize when guidelines may need adjustment and escalating to the management team. + Develop master of coverage forms evaluate and set coverage terms, utilizing company and National Account guidance to respond to account/broker requests + Maintain positive and productive relationships with Field Team. Communicating all decisions effectively, including those from National Accounts' management. + Identify opportunities to expand the reach and profitability of The Hartford's National Account's business. + In collaboration with the field team, be involved in new business or renewal presentations/meetings with accounts and/or brokers as needed. + Identify areas for improvement in tools and in various projects to support National Accounts growth and profitability objectives. Qualifications: + Bachelor's Degree preferred, or equivalent combination of education, training and experience + 5+ years of commercial casualty underwriting experience preferred + Experience handling loss-sensitive accounts preferred + Demonstrated success in developing and maintaining solid relationships with all internal and external business partners + Excellent communication, interpersonal and presentation skills + An ability to think analytically about business problems, make recommendations and propose solutions. + High energy self-starter, who is resilient and has an entrepreneurial spirit + Demonstration of solid time, organizational, and desk management skills + Goal-oriented and delivers outcomes + Ability to challenge the status quo and compete to win + Superior technical knowledge and sound decision-making and analytical skills. Position title level will be determined after careful consideration of candidate qualifications. Location: This role will have a Hybrid work arrangement, with the expectation of working in the Los Angeles, CA; Greenwood Village, CO; or Hartford, CT office three days a week (Tuesday through Thursday). Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $123,200 - $196,800 The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience. Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Culture & Employee Insights (***************************************************** | Diversity, Equity and Inclusion (********************************************************* | Benefits (********************************************* Human achievement is at the heart of what we do. We believe that with the right encouragement and support, people are capable of achieving amazing things. We put our belief into action by ensuring individuals and businesses are well protected, and by going even further - making an impact in ways that go beyond an insurance policy. Nearly 19,000 employees use their unique talents in careers that span a variety of disciplines - from developing the latest technology to creating and promoting our products to evaluating future financial risks. We're also committed to programs that drive education and support volunteerism, which put human beings first. We do it because it's the right thing to do, and because when our customers, communities and employees succeed, we all do. About Us (************************************* Culture & Employee Insights (***************************************************** Diversity, Equity and Inclusion (********************************************************* Benefits (********************************************* Legal Notice (***************************************** Accessibility StatementProducer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information)
    $69k-84k yearly est. 7d ago
  • Customer Experience Concierge, Centurion Lounge - DEN Airport

    American Express 4.8company rating

    Denver, CO Job

    You Lead the Way. We've Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally. At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong. Join Team Amex and let's lead the way together. Job Description: The role of the Member Service Professional (MSP) will be to deliver superior service to Card Members visiting the American Express Centurion Lounge, located in the Denver Airport. MSPs will be the face of American Express to our customers, acting as ambassadors of the brand. Working as a cohesive team, they will have the ability to excite our customers and deliver on the brand promise. A successful MSP within the Centurion Lounge will have a passion for delivering extraordinary service to our best Card Members, in a customer facing environment. Our MSPs are highly skilled and motivated, providing travel, card, concierge and lifestyle services to American Express Card Members. Acting as a consultant, our MSPs will tailor our products and services to assist Card Members with their immediate needs and deepening their relationship with American Express. It is our mission to become essential to our Card Members by providing differentiated products and services. It is our duty to make Membership come to life every day. MSPs do this by: * Welcoming and providing access to our Card Members upon arrival at reception * Being accountable and taking ownership of the customer's experience from beginning to end. * Creating innovative ways to resolve customers' issues or concerns to win their brand loyalty; ultimately making loyal enthusiast out of the customer * Employing the Customer First philosophy in meeting customers' needs and expectations * Providing concierge and lifestyle recommendation * Providing travel consultation and minimal reservation assistance * Accommodating needs of our Card Members, by partnering with our food and beverage lounge partners Lounge Hours of operation are from 5:00AM - 10:00PM SUNDAY-SATURDAY. Hours are subject to change due to business need. Qualifications: A successful candidate will possess the following qualifications: * Minimum of 1-year recent experience servicing premium customers * Airline, lounge or travel industry experience is preferred, including reservation experience * Passion for servicing customers with proactive solutions * Exceptional communication skills, delighting the customer with every single interaction * The ability to listen to the customer's needs, in turn offering confident recommendations, resulting in high satisfaction from the customer with the service they received * Must exhibit the utmost professionalism and maintain a positive attitude in all interactions * The ability to rely on and collaborate with your colleagues is essential, as the lounge is a very active, fast-paced, team environment * Ability to make decisions quickly and effectively, when unanticipated situations may arise, putting the Card Members' experience at the forefront of everything you do * Must be resourceful and capable of using the Internet effectively while providing assistance in a face-to-face customer environment * Ability to utilize and switch from multiple technology platforms with ease * Adapt to an ever-changing environment and being resilient * Ability to work flexible shifts including nights, weekends, and holidays is essential * Light to moderate lifting may be required for certain job tasks Salary Range: $20.00 to $22.12 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers/Employees - Click here to view the "Know Your Rights" poster and the Pay Transparency Policy Statement. If the links do not work, please copy and paste the following URLs in a new browser window: ****************************************** to access the three posters. Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
    $20-22.1 hourly 8d ago

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