Major Duties and Responsibilities Manage real estate loan insurance programs and tax tracking programs. Annual on-site client visits with the appropriate management to further institutionalize Ross & Yerger (R&Y) to the client.
Create / prepare presentations for on-site client visits to review current products and production statistics, recommend broader coverages, and present opportunities for new products.
Work with producers when appropriate to make proposals for new business and demonstrate the R&Y commitment to provide sales support.
Assist with creating / preparing effective proposals for producers to use for new / renewal business. When needed, accompany producers when making proposal presentations.
Manage the renewal process for clients’ policies, including marketing (as needed) and placement. Negotiate with broker partners / carriers to secure broad coverage and competitive pricing and terms for existing clients.
Enter new policies and renew policies in the R&Y agency system. Manage policy periods for correct premium and revenue postings.
Maintain the Financial Institutions property spreadsheet with new and renewal policy information, policy rate and coverage adjustments, and client changes and acquisitions.
Communicate with broker partners on new and existing clients regarding applications, proposals, master policies, client training, and ongoing questions and trouble shooting Requirements The ability to travel by automobile to annual client visits and to prospects on an as needed basis.
Demonstrate a good appearance, great attitude, a sense of cooperation and possess real estate lending and / or insurance experience.
Possess exceptional people skills for interacting with a variety of personalities at executive, middle management, and entry level positions at banks and credit unions to develop relationships.
The ability to provide excellent servicing of R&Y products that exceeds our clients’ expectations. Possess problem solving skills to achieve exceptional results regardless of the obstacles.
Possess excellent organizational skills to organize and structure a travel schedule, manage daily emails and follow ups, participate in conference / video calls, and engage in conversations with clients, broker partners, and the R&Y team. Powered by JazzHR
Financial Institutions Client Manager
Maintain the Financial Institutions property spreadsheet with new and renewal policy information, policy rate and coverage adjustments, and client changes and acquisitions. Annual on-site client visits with the appropriate management to further institutionalize Ross & Yerger (R&Y) to the client. Com...
Financial Institutions Client Manager
Maintain the Financial Institutions property spreadsheet with new and renewal policy information, policy rate and coverage adjustments, and client changes and acquisitions. Communicate with broker partners on new and existing clients regarding applications, proposals, master policies, client trainin...
Financial Analytics PBI Business Systems Analyst IV
Amentum seeks a Financial Analytics PBI Business Systems Analyst IV to analyze existing or proposed systems or designs data processing programs and related procedures to process data. ...
Senior Appeals Analyst (Remote)
Operations - Insurance Operations.Prudential’s Group Insurance, Disability Claim Operation is seeking an experienced and highly motivated individual to join our team as a Sr.This position is a dynamic role requiring the evaluation of disability claim appeals.In addition to managing a caseload of com...
Analyst Medical / Financial Risk Evaluation
Humana”) offers competitive benefits that support whole-person well-being.Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work.Among our benefits, Humana provides medical, dental and...
Financial Analyst
Assist in the preparation of financial projections and financial models as needed. Note: This is a brief description of the Financial Analyst responsibilities and is not limited to those described herein. Primary responsibilities will be to perform fact based financial analyses on all aspects of the...
Sr Financial Analyst
Job Overview - Senior Financial Analyst. In this role you will be responsible for financial analysis related to project acquisitions and development, modeling project cashflows and debt & tax equity financial structures, and supporting closing activities for project M&A, debt, and tax equity financi...
Senior Financial Analyst - REMOTE
RyderSenior Financial Analyst - REMOTE. The Senior Financial Analyst leads processes to include the development of planning, evaluation and assessment of corporate initiatives, analysis and proposal of strategic alternatives to enhance Ryder's market position. ...
Financial Analyst II thru Sr. Lead (Finance Business Partner for Nuclear)
Financial Analyst II, III, Lead or Sr Lead. Ensure all financial activity at the site contains accurate information and is executed timely by monitoring, maintaining and completing key financial functions. Provide expert financial advice and information to support timely decision making regarding th...
Actuarial Development Program Analyst
Actuarial Development Program Analyst. Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management). ...