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145975 jobs as of 3/29/2020
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Financial Advisor
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* Help individual investors by writing financial plans and managing assets. * Develop systems to track conversations, run financial planning analysis, have go to (financial and insurance) solutions that have been researched to solve gaps in...
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From AfterCollege
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Date
2020-03-19
Company
M3 Insurance
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Location
Milwaukee, WI
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About the job:
* Help individual investors by writing financial plans and managing assets. * Develop systems to track conversations, run financial planning analysis, have go to (financial and insurance) solutions that have been researched to solve gaps in individual plans, and develop robust deliverables for ongoing servicing of individual plans. * Give input into the development of the fee structure that lines up with the services provided. * Must work with team and other interested parties to communicate approach and give updates on progress and role to prospective clients. * Work with team and vendors to...
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Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Salary:
Upper Middle Income Jobs ($50K-$79K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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COMPLIANCE COORDINATOR
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Job Details Description Client Service Support - Facilitate internal and external compliance inquiries and organize responses. - Maintain and facilitate updates for all M3 Compliance client deliverables - Assist with client 5500 filings Education &...
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From M3 Insurance Solutions, Inc.
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Date
2020-03-03
Company
M3 Insurance Solutions, Inc.
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Location
Madison, WI
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About the job:
Job Details Description Client Service Support - Facilitate internal and external compliance inquiries and organize responses. - Maintain and facilitate updates for all M3 Compliance client deliverables - Assist with client 5500 filings Education & Communication - Assist in planning and execution training workshops and seminars for client compliance strategy. - Assist in delivering internal education to staff (Account Executives, Client Service Representatives, and management) regarding regulation and trend updates. - Work closely with M3 internal staff to proactively communicate and achieve...
I'm interested in applying
Location:
Madison, WI
Job Type:
Full-Time
Permanent
Occupation:
Human Resources Managers
Salary:
Upper Middle Income Jobs ($50K-$79K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
5
Graphic Literacy
4
Workplace Documents
5

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Employee Benefits Account Manager
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Job Details Description Client Service - Build and maintain strong relationships with all clients and carriers on assigned book of business by responding to issues relating to, but not limited to, questions on policies, coverages, claims, and...
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From M3 Insurance Solutions, Inc.
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Date
2020-02-24
Company
M3 Insurance Solutions, Inc.
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Location
Madison, WI
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About the job:
Job Details Description Client Service - Build and maintain strong relationships with all clients and carriers on assigned book of business by responding to issues relating to, but not limited to, questions on policies, coverages, claims, and accounting/billing. Marketing - Assist the Account Executive, other team members, and carriers in preparation of new and renewal business and benefit changes; review policies to ensure proper issuance. - Identify cross-selling opportunities for clients within the Employee Benefits department, as well as other lines of coverage such as Property & Casualty...
I'm interested in applying
Location:
Madison, WI
Job Type:
Full-Time
Permanent
Occupation:
Compensation and Benefits Managers
Salary:
Upper Middle Income Jobs ($50K-$79K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Continuing Education
Preferred WorkKeys®
Applied Math
6
Graphic Literacy
4
Workplace Documents
5

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Property and Casualty Account Specialist
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Job Details Description Policy and Change Verification - Review new and renewal policies within the Agency Management System (Epic), quotes, and prior term’s policies for accuracy. - Review endorsements with Epic and with original request for...
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From M3 Insurance Solutions, Inc.
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Date
2020-01-29
Company
M3 Insurance Solutions, Inc.
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Location
Madison, WI
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About the job:
Job Details Description Policy and Change Verification - Review new and renewal policies within the Agency Management System (Epic), quotes, and prior term’s policies for accuracy. - Review endorsements with Epic and with original request for accuracy. - Make AM aware of any errors. - Document Epic according to department procedures. - Review client requests for policy changes and research coverage options and premium impact with Account Manager as needed - Communicate policy changes to underwriters, gather required underwriting information, and follow up accordingly to ensure completion of...
I'm interested in applying
Location:
Madison, WI
Job Type:
Full-Time
Permanent
Occupation:
Claims Examiners, Property and Casualty Insurance
Salary:
Upper Middle Income Jobs ($50K-$79K)
Career Level/Education:
High school diploma or equivalent
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
3
Graphic Literacy
4
Workplace Documents
4

Display

Recommended

WorkKeys®

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145975 jobs as of 3/29/2020
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Jobs 1 To 4 of 4 Page 1 of 1 Page [1]
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