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JOB DESCRIPTION
The A&H Business Development Manager will play a critical role in developing and executing sales strategies to achieve revenue goals and drive market expansion within the Pacific North region for retail products (Business Travel Accident, Scholastic, Participant Accident).
This position involves collaborating with the regional underwriting team and manager, nurturing internal and external stakeholder relationships, and identifying growth opportunities.
The ideal candidate will be a strategic thinker with a proven track record in sales and a deep understanding of the insurance industry.
Job Description:
* Responsible for generating new business leads, building relationships, and promoting various A&H insurance products and services in partnership with Regional A&H Manager and underwriting team.
* Develop and implement strategic sales and distribution plans to achieve sales targets, maximize revenue, build robust and adequate pipeline to achieve plan and expand our market presence in the A&H marketplace and across Chubb clients.
* Regular and routine reporting on pipeline, target progression and sales metrics.
* Identify new market opportunities, emerging trends, and potential clients to develop effective sales strategies and enhance our competitive edge.
* Build and maintain strong relationships with key stakeholders, including clients, brokers, and insurance partners, to foster mutual trust and ensure successful collaborations.
* Coordinate with Underwriting to develop and communicate client proposals, negotiating terms, and closing high-value contracts, ensuring timely communication.
* Collaborate with other departments, such as Underwriting, Claims, Regional Distribution and Marketing, to ensure seamless communication and alignment of business objectives, leveraging cross-functional resources to achieve sales targets.
* Stay updated with industry trends, competitor activities, and regulatory changes affecting the insurance space, and share related insights with the team to further strengthen our market position.
* Prepare and present strategic sales reports, forecasts, and budgets to senior management, highlighting areas for improvement, growth potential, and sales performance metrics.
* Continuously evaluate and improve sales processes, tools, and systems to streamline operations, enhance productivity, and maximize overall efficiency.
* Uphold the company's values and ethical standards, ensuring compliance with all relevant laws, regulations, and policies governing insurance sales operations.
* Build a positive and motivating work environment that encourages teamwork, innovation, and a customer-centric approach within the sales team.
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemen...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-27 08:02:02
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JOB DESCRIPTION
Job Description
This role provides high level executive administrative support to the assigned executive(s) for Chubb.
It requires a highly skilled individual who can manage a complex and evolving calendar, travel schedule and collaborate across many offices and stakeholders.
The ideal candidate would be high energy, highly confidential, polished, and able to build and manage relationships at all levels of the organization.
The role requires expert time management skills, accessibility, responsiveness, and flexibility in collaborating across time zones and departments.
The candidate must possess the desire to thrive in a fast-paced environment and be a team player.
The position interfaces with internal contacts across the global organization as well as a diverse group of co-workers, external contacts and vendors.
Responsibilities
* Heavy calendar management, gatekeeping and meeting logistics.
Proactively manages the schedule ensuring that the assigned leader(s) are aware of priority issues of impact
* Coordinate complex travel arrangements; working with multiple contacts to prepare detailed travel itineraries, coordinate commercial flights, dining, and ground transportation; prepare and process required documentation for international travel
* Coordinate and manage all logistics related to team workshops, conferences and other activities (and occasionally attend) for the Claims Transformation Leadership Team
* Process expense reports; reconcile and track monthly credit card statements and expenditures in a timely manner
* Perform administrative analyses which require a considerable degree of independent decision making
* Create, edit and proofread correspondence, formal communications and presentations
* Create and maintain team distribution lists, org charts, staff listings, etc.
* Review and respond to emails, filing and forwarding as appropriate
* Screen phone calls and visitors and be the point of contact for assigned client groups
* Administer programs, special projects, and/or processes as assigned
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, nati...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-27 08:02:01
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JOB DESCRIPTION
* Underwrite new and renewal accident and health business
* Achieves profitable growth through effective use of underwriting and business skills in assigned territory
* Work on regional renewals.
See that renewal underwriting is started at least 60/90 days prior to anniversary date and ensure management through completion.
* Maintain performance standards and meet satisfactory quote turnaround times
* Selects new risks based on established company/departmental guidelines and within delegated authority
* Coordinate compliance issues and review of marketing materials and brochures with compliance department
* Provide communication and direction for all processing requirements, including policy issuance and endorsements, premium registration and collection issues.
* Work as a partner with Business Development team to generate new business revenues by developing prospects, visiting producers, participating in presentations
* Partner with Business Development Team to foster a constructive working relationship with all internal partners (regional operations, compliance, marketing, policy issuance, sales and claims) through day to day contact
* Collaborate with Business Development Team to prepare budgets, business plans, marketing strategies and establishing long term goals.
* Provide backup and rationale for items reported on the Large Case Activity Report.
* Manage portfolio of business to ensure monthly/quarterly/annual goals are met.
Provide weekly updates of monthly registration.
* Follow underwriting guidelines for pricing, risk selection and net Retention
* Loss frequency analysis; identify, analyze and provide plan for corrective action as necessary.
* Actively participate in regional operations forums including National Segment Leader and Commercial Segment Leader meetings.
* Assist Regional Management in the preparation of budgets, business plans, marketing strategy and establishing long term goals.
* Travel to various regions across the United States (e.g., New York, Los Angeles) to participate in and/or facilitate broker and client meetings.
QUALIFICATIONS
* College
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-11-27 08:02:00
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JOB DESCRIPTION
The role of a Competitive Analytics Specialist is to provide analytical support to ensure the growth and profitability of the Chubb's Personal Risk Services in assigned jurisdictions.
Through in-depth and complex analyses, you will evaluate the performance of multiple lines of business, as well as identify emerging trends and/or opportunities.
You will be responsible for creating and developing actionable reports and identifying pricing recommendations that improve products and Chubb's performance.
Primary Job Responsibilities:
* Support the Regional Product Teams in developing state specific market analysis that facilitate growth while maintaining profitability and target market focus using leading-edge market analytics
* Using competitive and demographic data to prepare analysis, interpret data, and provide meaningful reports to business teams
* Supports and contributes in the implementation of auto and home strategies by incorporating external market information into analysis packets
* Conduct research and quantitative and qualitative analysis on existing and emerging insurance markets, products, and competitors
* Complete and maintain market research on competitors (including, but not limited to, pricing matrix, rate adequacy, loss trends, competitive landscape, regulation, etc...) in assigned states for home and auto and identify potential improvements to team deliverables
* Utilize strong oral and written communication skills to effectively convey reports and analysis results in an easily understandable manner
* Assist product pricing and audit teams with premium surveys, underwriting reviews and responding to Market Conduct criticisms as well as researching competitor approaches to regulations
* Exhibit organizational skills to effectively manage competing priorities
* Establish and grow effective working relationships with field Marketing & Underwriting, Actuarial, Product Management, Business Resource Group, Home Office Marketing, and Product Development
* Prepare information needed to review post implementation results for state rate reviews.
* Answer data-related inquires and provide data to internal customers as requested
* Communicate results of strategic & tactical decisions to senior management
* Independently manage moderately complex projects; understand business objectives as they relate to project goals
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we ...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-27 08:02:00
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JOB DESCRIPTION
Chubb's Personal Risk Services (PRS) Premiere Underwriting team is seeking an experienced Executive Underwriter to join our dynamic group dedicated to serving high-net-worth individuals and families.
As an Executive Underwriter, you will play a critical role in delivering expert risk assessment and customized insurance solutions for luxury homes, valuable collections, vehicles, and other significant personal assets.
Responsibilities include:
* Individual risk selection for accounts generating an annual premium of $100,000 or greater
* Assuming a producer relationship and account leadership role in the achievement of profit, growth and retention for Premier level accounts
* Working closely with key producers on all Premier accounts for assigned territories
* Assuring that the quality of new Premier business is consistent with PRS' strategy and prescribed underwriting guidelines as well as catastrophe management objectives for this level of customer
* Evaluating account details (contract modifications, writing companies, deductibles, overall account rating structure based on all exposures including up-sell and account rounding opportunities)
* Developing technical expertise in the underwriting and pricing of all Premier products
* Working with the producer and branch to coordinate annual insurance reviews that identify product and service needs of customers
* Analyzing customer information and making recommendations for additional coverage and services
* Aggressively researching and analyzing industry trends (insurance and customer) to stay current and identifying emerging issues affecting business plans, new product and service opportunities; actively sharing with constituents
* Preparing renewal proposals that assist the producers in promoting account retention and growth
* Communicating any potential account acquisition or growth issues to branch and Home Office
* Coordinating the underwriting, pricing, proposal and placement process for Custom Solutions exposures with Home Office resources
* Obtaining quotes and assisting producers with coverage options for exposures written outside of Masterpiece (International Exposures, Custom Solutions, Flood, EPLI, Workers' Compensation, Kidnap & Ransom, Boiler & Machinery)
* Contributing to the training of staff within the Underwriting Center and Region on Premier capabilities
* Soliciting and conducting customer visits.
QUALIFICATIONS
* Strong
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims h...
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Type: Permanent Location: San Diego, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:59
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JOB DESCRIPTION
* Lead a team of CSRs who handle CCT/Billing Operations tasks for Chubb agents and insureds, including phone and non-phone activities
* Oversee call center activities while partnering with other leaders and business partners
* Provide direction and guidance on service issues, problem resolution and general technical guidance.
* Influence, coach and empower direct reports/staff; set goals and evaluate performance to ensure team/department goals are achieved
* Demonstrate development of diversity and build a culture of inclusion
* Implement leadership actions which improve employee engagement
* Anticipate and proactively manage PTOs, Absences, and staff turnover which will take place throughout the year.
* Learn and perform the activities of the group as needed to achieve results and guide staff
* Develop and implement streamlined workflow procedures, enhancements ensuring service level agreements are met
* Define, plan and monitor staffing requirements to ensure adequate staff to meet business goals
* Ensure training materials are developed and implemented, and that staff is trained to support the delivery of products, services with accuracy and quality
* Monitor/Assess team metrics to assist in identifying trends/issues, best practices to drive improved team productivity and quality for our client's enhanced experience.
* Responsible for coordinating inventory workload across teams and sites driving to meet SLAs
* Provide training and coaching to team members and identify opportunities for growth, skill development and quality improvement
* Monitor and proactively take action to promote adequate phone coverage and coach staff to improve productivity, utilization, and the customer experience.
* Gather, organize, and analyze reports/information to provide optimal support for clients, business partners, other departments, and underwriting
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy o...
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Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:58
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JOB DESCRIPTION
Chubb Personal Risk Services is seeking a Senior Remote Agency Manager (RAM).
The Sr.
Remote Agency Manager position is a telephonic role with assigned tier 3 and 4 agents and brokers.
The territory will include the Austin, Dallas, Houston, Portland, and Seattle branches, with a preference for the candidate to live near one of those branches.
The RAM will be responsible for overall agency relationship management including new client acquisition and renewal client management.
Key Responsibilities:
* Develop agency assessments and business plans with assigned independent agencies designed to grow new business from new clients as well as retention and cross selling of existing clients.
* Identify new clients through effective pipeline development, account pre-qualification and territory analysis/management, ultimately leading to closing deals.
* Responsible for new and existing client quote follow up and quote optimization with agents.
* Renewal retention management by demonstrating the ability to position rate and exposure changes with value-based selling techniques,
* Cross-sell and upselling of existing clients via account rounding initiatives.
* Provide support to assigned agencies including:
+ Agency training to understand Chubb's products, services and competitive advantages.
+ Product and service enhancements and rate changes.
* Address and respond to agency inquiries specific to billing, policy services, systems, BORs, commissions, claims, agency coding/licensing and the like.
* Coordinate home office initiatives and marketing campaigns that are new and renewal customer oriented, including attendance at associated events.
* Book management including analysis of results to identify agency specific and territory trends.
* Develop and maintain trusted agency relationships primarily through phone interaction.
* Participate in internal meetings and report on results as appropriate.
* Work with agents and underwriting on new clients, retention and cross selling.
* Collaborate and interact with Sales, Underwriting, Risk Consulting, Product, Claims and Branch Administration.
QUALIFICATIONS
Knowledge,
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, witho...
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Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:57
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JOB DESCRIPTION
Chubb is currently seeking a Workers' Compensation Medical Only Claim Manager for our Northeast, New York, and New Jersey Region.
The successful applicant will be managing a team of examiners who handle workers' compensation medical only claims and provide technical assistance for the venues of Vermont, New Hampshire, Massachusetts, Rhode Island, Connecticut, New York, and New Jersey.
The position will report to the Regional Claim Leader for the Northeast Workers' Compensation team and will be located in our New Haven, Connecticut office.
Duties & Responsibilities:
* Ensure the delivery of timely and effective claims service through supervision of a team of examiners and technical assistants at various experience levels
* Train, mentor and develop staff who are at various stages of their career and experience levels
* Provide advanced technical guidance on claim investigation, reserving, medical, case resolution and settlement strategies
* Actively participate in claim committees, account file reviews and project teams to address internal workflows, systems, and compliance issues
* Demonstrate advanced analytical, problem-solving and negotiation skills
* Develop and maintain strong business relationships with internal and external customers to enhance Chubb's brand in the marketplace
* Partner with underwriting, claims business consultant and claims teams to enhance and manage marketing initiatives and customer service commitments
* Exhibit strong business acumen to internal and external customers by providing accurate guidance on statutes, regulations, coverages, and service issues
* Effectively control the use, work product and expenses of outside vendors
* Coach team toward effective collaboration with internal resources like Regional Claims Specialist, regional and local nurses, SIU, Recovery and Claims Ops
* Exercise leadership by conducting reviews of examiner and technical assistant work product and teamwork efforts to deliver professionally written, supported performance management feedback and reviews
* Show exceptional performance management skills by providing timely training, coaching and feedback and creating meaningful business goals and development plans
* Model exceptional management skills at collaboration, influence, strategic focus, flexibility, communication, and accountability
* Positively influence the team environment to maintain an elevated level of employee engagement
* Leverage knowledge transfer and training skills for effective staff development toward their personal success and career advancement
Technical Skills & Competencies:
* Strong proficiency in all areas of Workers' Compensation claims adjusting
* Proven track record of using analytics to drive and improve performance and results
* In depth knowledge of New York, New Jersey, and Northeastern jurisdictional nuances is necessary
* Elevated levels ...
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Type: Permanent Location: New Haven, US-CT
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:57
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JOB DESCRIPTION
The Valuable Articles (VA) Chubb Associates Program (CAP) is a starting point for individuals seeking a specialized role in the insurance industry.
As a VA CAP, you'll have the chance to rotate between Underwriting, Risk Consulting, Product and Claims to develop knowledge of risk management strategies for high value collections, use advanced tools to learn about Chubb's risk appetite, learn how our product and Valuable Articles portfolio are managed, and how claims are adjusted.
You will be able to take difficult situations and exposures and help people and businesses face them with confidence.
Our Chubb Associate Program offers growth opportunities and serves as a foundation for a career in insurance, while being supported by our experienced team of Fine Art and Valuable Collection specialists.
By joining the Chubb Associate Program, you will be part of a cohort of top early career talent who will participate in a robust, comprehensive technical and experiential learning journey.
Our two-year program is designed to accelerate your development, enhance your network, support your career goals, and enable you to contribute to the future success of Chubb.
As a Chubb Associate, you will be in a full-time position within the Valuable Articles line of business, and you will experience:
* Challenging assignments and the opportunity to contribute to the results of a team.
* Collaborative learning and group assignments with your cohort to help gain broader organizational understanding.
* Technical training to develop an understanding of our industry and deepen your skill level within your chosen discipline.
* Personalized development opportunities to help your immersion into a professional work environment and support your career goals.
* Executive engagement allowing you the opportunity to network and learn from Chubb's thought leaders.
* Mentoring support from your manager to help you navigate through professional situations.
The Valuable Articles CAP will rotate between the following teams:
Underwriting
* Participate in CAP Underwriting program, including in-depth contract review and technical training
* Rotate between Select and Digital Underwriting teams
* Meet regularly with Fine Art & Valuable Collections underwriters to develop expertise in specialty risks, developing customized programs, and overall portfolio management
* Participate in Fine Art Community and Jewelry Community webinars to learn about underwriting strategy, competitive differentiators and loss trends
* Develop knowledge of risk exposures throughout the collection lifecycle, including complex case study examples and valuation examples
* Develop knowledge of how market trends can impact the portfolio, and how to manage those risks
Risk Consulting
* Work directly with our team of Fine Art & Collections Specialists to learn how to identify, manage and service accounts with high-value private co...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:56
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JOB DESCRIPTION
The Commercial Insurance Division is seeking to fill a Senior Property Underwriter position in the Pacific South Region.
The primary focus of the position will be Monoline Property, Builders Risk, and various other coverages for a wide variety of customer types.
The underwriter's primary focus will be new business production.
Responsibilities
* Drive financial performance of a Commercial book of business comprised of Monoline Property.
* Underwrite and negotiate a $6 -7 million renewal book of Commercial business in various industries with a new business goal of $3-4 million across the Pacific Region
* Meet or exceed financial goals including rate, growth, profit, retention, and new business
* Predominately responsible for account solicitation, risk selection and analysis, pricing and sales of core commercial products and services for new and existing customers
* Participate in cross-sell initiatives within Commercial Insurance to expand product offerings to current clients
* Meet with new and renewal customers and agents/brokers to negotiate coverage, price, financial terms and service delivery
* Build relationship with agents/brokers to meet or exceed financial goals and create effective business plans for assigned agents/brokers and territory
* Work collaboratively and effectively with a team of underwriters, underwriting associates, customer service representatives, claims examiners, and loss control representatives
* Utilize agency travel to help build a robust property prospect pipeline.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:55
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JOB DESCRIPTION
Underwriting Account Representative - Financial Lines
Chubb is the world's largest publicly traded property and casualty insurer.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise, and local operations globally.
The Underwriting Account Representative is responsible for supporting the underwriting process for multiple lines of insurance coverage which include Excess, D&O, EPL, Crime, Fiduciary and Fidelity.
This position can be based in our New York or Chicago offices.
MAJOR DUTIES & RESPONSIBILITIES:
Duties may include are not limited to:
* Complete account clearance and associated work efforts
* Ability to establish priorities and to plan, coordinate and monitor personal work plan maintaining status and oversight of multiple submissions
* Maintain service standards by timely response to broker requests and timely receipt of underwriting information
* Communicate with agents and brokers to confirm or obtain data needed for policy issuance and servicing
* Complete renewal prep activities
* Prepare at the direction of the Underwriter quotations, binders and policies
* Identify forms and endorsements used in policy construction
* Conduct account inquiries in various management systems
* Understanding and experience with administrative and clerical procedures including managing electronic files, data, and records
* Capability to work independently and within a team/group environment
* Identify and report problems or errors while working with significant amounts of detailed information
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran statu...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:54
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JOB DESCRIPTION
Business Development Manager, Walnut Creek, California.
JOB SUMMARY:
* The Business Development Manager (BDM) is responsible for business development in the assigned territory of brokers, agents, and other distribution partners, focused primarily on Chubb's products and services associated with Small Commercial, Middle Market and Financial Lines business.
* The BDM acts as ambassador for all that Chubb has to offer for a select group of Agents.
* The BDM is responsible for overall agency relationship management including new client acquisition and client management.
* Manages and maintains focus on achieving metrics across KPI's, including Gross Written Premium growth, New Business, profit, new agency appointments, and visibility.
MAJOR DUTIES & RESPONSIBILITIES:
* Successful and documented track record of calling on insurance brokers and agents within a predetermined territory/geography
* Develops tactical sales plan designed to achieve annual objectives.
These objectives to include the capture of market share, new agency appointments, & revenue growth
* Generates opportunities to acquire new business through business development activities initiated with assigned brokers & agents
* Builds relationships with key partnerships locally and regionally to assist in business development opportunities
* Demonstrated ability to achieve monthly, quarterly, and annual production goals
* Works closely with commercial underwriting staff and local field operations leadership
* Ensures that products/services are competitively positioned in the market
* Manages pipeline of key customers to meet and exceed growth goals and objectives
* Serves as point of contact and relationship manager for assigned producers
* Effectively manages daily, weekly, and monthly goals and tracking responsibilities
* Works with underwriting to evaluate, price and propose rate and strategy on small to large commercial accounts
* Manages assigned workload to meet internal productivity and timely service standards
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual o...
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Type: Permanent Location: Walnut Creek, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:54
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JOB DESCRIPTION
Combined Insurance, a Chubb company, is seeking a Customer Experience Intern to join our fast-paced, high energy, growing company for a Summer 2026 internship.
Combined Insurance is a leading provider of workforce supplemental accident, disability, health and life insurance products.
We pride ourselves on being customer-centric, people-driven, accountable, performance-minded and ethical.
Spend your summer working as a Combined Insurance Intern where you will have the opportunity to gain career-building experience.
Who are we looking for?
Successful interns at Combined Insurance come from many backgrounds and experiences and bring that rich diversity with them to our company.
They also have some things in common, and these attributes will lead to your success at Combined:
* Results orientation: a demonstrated ability to meet commitments; including under pressure
* Intellectual agility: capable and willing to master and apply new knowledge
* Personal capacity: accepting and welcoming of additional responsibility over time
* Communication skills: an ability to communicate successfully in various settings
* Interpersonal/team skills: able to work effectively with colleagues at all levels
* Self-leadership: an ability to take full ownership of work and show initiative as needed
* Client focused: understanding of the needs of customers and clients
* Work ethic: a commitment to hard work and a high ethical conduct
Examples of Intern tasks/projects:
* You will work closely with the Customer Experience Director to analyze feedback, develop solutions, and create engaging content that fosters a positive experience for our customers.
* Assist in gathering and analyzing customer feedback through surveys and interviews.
* Help identify areas for improvement in the customer journey and contribute to developing actionable strategies.
* Collaborate with various departments (e.g., Marketing, Sales, Product) to ensure a cohesive customer experience.
* Support the creation and maintenance of customer experience resources, including guides, FAQs, and training materials.
* Participate in customer experience projects, from planning through execution, and evaluate their effectiveness.
* Assist in organizing customer engagement initiatives, events, or webinars.
Requirements:
* Proficient in Microsoft Office Suite (Excel, Word, PowerPoint); experience with data analysis tools is a plus.
* Currently pursuing a degree in Business, Marketing, Communications, or a related field.
* Strong analytical skills and the ability to interpret data effectively.
* Excellent verbal and written communication skills.
* Detail-oriented with strong organizational skills and the ability to multi-task.
* A passion for customer service and a willingness to learn.
* Local to Chattanooga or Chicago area; must be able to work 4 days in the office.
Preferred Majors:...
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Type: Permanent Location: Chattanooga, US-TN
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:53
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Are you passionate about optimizing workflows and developing content strategies that help drive innovation and revenue? Join our team and make an impact.
As a Content Strategist within our Commercial and Investment Bank, you will play a pivotal role in driving content structure and organization using Adobe Experience Manager (AEM) and ensuring the accuracy and quality of product sales materials, proposals and various content across multiple connected platforms.
Your efforts will contribute to optimizing and transforming content workflows and structure and enabling better results when connected to an LLM model for more efficient content retrieval.
You will help design and maintain workflows that employ a centralized and distributed content management approach, through AEM and connected content platforms.
Your efforts will contribute to generating new revenue and retaining existing clients.
You will independently manage content projects from inception to completion, ensuring content is easy to use and find while also validated for accuracy, compliance, and proper positioning.
Job Responsibilities
* Drive content authoring structure, workflows and organization using Adobe Experience Manager (AEM) and maintain a working knowledge of AEM
* Analyze existing content structures and workflows to identify opportunities for optimization, ensuring seamless integration with LLM models
* Provide strategy and execution for content initiatives, optimizing and transforming content workflows within AEM and other platforms
* Maintain and optimize a unified content organization approach that leverages taxonomy and tagging to ensure content is usable and findable by the sales organization
* Help define KPIs, design dashboards and analyze content and platform engagement to identify gaps and opportunities
* Collaborate with subject matter experts to manage and enhance standard content for client-facing documents, including RFPs and product sales materials, across multiple content management systems
* Oversee a small portfolio of content to ensure regular updates and maintain content accuracy
* Handle ad hoc updates and corrections to content as needed
* Demonstrate advanced knowledge of assigned products and a broad understanding of all treasury services products and processes
Required Qualifications, Capabilities and Skills
* 5+ years in content strategy, governance, knowledge management or enablement platform administration
* 2+ years hands-on experience with AEM
* Demonstrated experience working with large language models and understanding their application in content management systems including technical skills that integrate AI and machine learning
* Proven track record in developing and executing content strategies that leverage advanced technologies for improved retrieval and user engagement
* Strong analytical skills to turn data into actionable recommendations
* Proven experience...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:51
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
....Read more...
Type: Permanent Location: Greenwich, US-CT
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:50
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Cranberry Township, US-PA
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:48
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Argyle, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:47
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Greenville, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:47
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Katy, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:46
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Pittsboro, US-NC
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:45
-
The CCAR and Capital team, within Firmwide Regulatory Reporting & Analysis, is responsible for the following reports: FR Y-14M, FR Y-14Q, FRY-14A, as well as a few other capital regulatory filings.
Our team works closely with other JPMorgan Chase functions, including but not limited to Controllers, Line of Business Planning and Analysis, Risk functions, Capital Management and Stress Testing, Technology Partners and various Policy groups.
FR Y-14A reporting series collects the firm's financials and metrics forecast under different stress scenarios.
Financials collected are utilized by Supervisory agencies to assist in determining the Firm's capital adequacy.
As a CCAR Y-14 Reporting & Analysis - Senior Associate within the Firmwide Regulatory Reporting & Analysis team, you will be an integral part of the end-to-end production and analysis of FR Y-14A reporting
Job responsibilities:
* Support and coordinate multiple aspects of FR Y 14A reporting process, and internal quarterly capital stress testing and risk appetite reporting processes
* Collect, consolidate, and analyze the stress testing results, including the Income Statement, Balance Sheet, Capital, and Risk weighted assets (RWA)
* Understanding the regulatory reporting requirements and the associated complex financial/accounting calculations
* Ensuring compliance with regulatory reporting control and governance framework
* Oversee the review and maintenance of the regulatory reporting requirement's input templates, calculation rules\\logics within the technology solutions in partnership with technology teams
* Improve and transform reporting processes by adopting data transformation tools such as Alteryx or Python, and querying and visualization tools such as SQL or Tableau
* Ensure timely execution of ad-hoc requests from senior management, audit, other functions, and regulatory agencies
* Preparing and reviewing supporting documentation on processes, methodologies, and the control environment
* Establishing and managing relationships, partnerships, and dialogue with a variety of stakeholders in a highly matrixed organization
Required qualifications, capabilities, and skills:
* 4+ years in a banking organization with exposure to regulatory reporting, financial statements analysis, and financial products
* Experience in either of Capital related Regulatory Reporting, Planning & Analysis (Line of Business/Firmwide P&A), Product Controller, and Legal Entity controller
* Strong analytical skills and ability to work with large quantities of financial data to pull trends and insights and identify any anomalies
* Strong technical skills and agility to learn new technology.
Experience around data transformation tools such as Alteryx or Python, and querying and visualization tools such as SQL or Tableau
* Very strong communications skills, written and verbal and partnership building skills- for effective communications with ...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:43
-
Our Global Alternatives Investment Solutions (GAIS) business is seeking an experienced specialist to grow its private credit business across primary fund investments, secondary transactions and co-investments.
The candidate will source, underwrite and execute transactions across these three areas.
This is an exciting opportunity to build out GAIS's dedicated private credit strategy and business.
Job Responsibilities:
* Originate and underwrite a wide variety of private credit opportunities to identify attractive investment opportunities
* Carry out detailed trade and fund level due diligence leading to actionable investments
* Manage deal execution with team members, advisors, and transaction counterparties
* Assist in portfolio management and running of both closed-end and evergreen funds
* Meet with potential and current investors to explain our private credit strategy and provide updates
Required Qualifications, Capabilities and Skills:
* 6-10 years+ of investment industry experience with a strong underwriting background across either corporate or structured credit
* Knowledge of private investments, ideally across multiple collateral types
* Work with internal and external stakeholders within all aspects of private credit business
* Lead private credit project management efforts across multiple concurrent processes
* Bachelor's degree
* Lead and mentor junior staff
* Able to collaborate, problem solve and bring parties together when needed but also work independently
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversi...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:42
-
Job Summary
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any othe...
....Read more...
Type: Permanent Location: Eastchester, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:41
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Tukwila, US-WA
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:40
-
Working at 55ip means standing at the intersection of finance and technology-and at the cutting edge of wealth management.
We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients.
Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation.
Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P.
Morgan, we've experienced breakthrough growth over the last year.
Today, over 300 financial advisor firms with $300 billion in assets (and counting) are using 55ip.
As the Portfolio Implementation & Oversight Associate within the Platform Management and Strategy Team, you will be responsible for the day-to-day oversight of 55ip's portfolio implementation platform, focusing on client portfolio investment and tax outcomes.
You will collaborate with various functional teams, external partners, and clients, acting as a subject matter expert to support ad-hoc analyses, new product development, and strategic initiatives.
Job Responsibilities
* Analyze and review client portfolio trade orders, ensuring alignment with intended investment and tax outcomes.
* Produce, analyze, and support presentation of periodic platform-level portfolio oversight reporting
* Conduct ad-hoc client and internal analyses related to client portfolio investment and/or tax-management outcomes.
* Develop a practical expertise of 55ip's tech-enabled portfolio implementation and tax management capabilities and be able to provide support and develop solutions for internal teams, external partners, and clients.
* Partnering internally across Quantitative R&D, Product, Tech, Ops, and Client Facing teams.
* Support the error correction process, providing analysis and oversight of error remediation action.
Required qualifications, capabilities and skills
* Bachelor's degree in finance or economics
* 3+ years of experience in an Investment and/or Wealth Management environment, particularly with a focus on client portfolio implementation, investment oversight/governance, and/or wealth management platform/tech experience
* Passion for financial markets and technology in the asset and wealth management industry
* Understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, and direct indexing
* Knowledge of basic statistics and quantitative analysis method, strong Excel skills
* Strong data analysis and visualization skills
* Excellent verbal and written communication skills
* Strong attention to detail with the ability to conceptualize and learn complex financial data
* Ability to manage multiple projects and work well under pressure while handling large workloads and short timelines
* Ability to work cooperatively and collaboratively with all levels of emp...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:40
