in investments. Strong knowledge of investment strategies, asset allocation, portfolio analysis, risk management, portfolio... management, and financial markets. Advanced analytical abilities for reviewing, interpreting, and presenting complex data...
and negotiating with the broker; Complete the underwriting thought process reports and quote business via designated tools; Review... strategy and corporate guidelines; Develop and manage relationships with broker partners; manage broker communications...
. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community..., and API management. Who you are: Service - You consider both internal and external stakeholders and demonstrate intent...
About The Role We are looking for an experienced sales focused Account Manager with strong time management..., program support. Qualifications and expertise that pave the way for Success RIBO (Registered Insurance Broker of Ontario...
management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working..., and API management. Who you are: Service – You consider both internal and external stakeholders and demonstrate intent...
company's real estate objectives. Promote and maintain strong working relationships in the development and/or broker... distribution channel strategies for the company. Recommend to management stores to be remodeled. Make marketplace site visits...
survey, property management and leasing broker scorecards etc.) Develop and lead a process related to onboarding... operational policies and procedures, compliance and risk management programs, contract management and business continuity plans...
broker and custodian marketplace, FCC has grown to become the second-largest clearing firm in Canada with $13 (CAD) billion..., interact with clients, alleviate workload, provide relief to management, and maintain good working relationships with issuers...
), actuarial associate or fellow certification preferred Strong communication skills Excellent organizational and time management... of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk...
expertise include Broker/Dealer and Private Bank support, Asset Management, Investment Funds, and Life Insurance. ROLE... and provides after-sales support to the personal wealth and asset management businesses and stakeholders. Areas of operational...
management, profitability, and business development of a book of business. In conjunction with senior management, works... the work activities and has full management responsibility for the performance and development of subordinate staff...
. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community... of your individual team members What your day looks like: Relationship Management: establish and maintain strong business...
and pivot tables), PowerPoint, and Outlook Experience with Applied EPIC or similar insurance broker management systems... aligned with established service standards Effective communication with large asset management clients and multinational...
management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working... of your individual team members What your day looks like: Relationship Management: establish and maintain strong business...
for all solutions and resource delivery to the client as well as the management and growth of the client P&L, individually and in the... and rewards to enhance your well-being. Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker...
negotiation, conflict resolution, and problem-solving abilities Experience with Ontario-specific insurance broker management... personal insurance sales teams Experience in a leadership or management role, preferably within an insurance brokerage...
with broker partners to strengthen relationships and ensure business plans are met Perform ongoing talent management including... hiring, mentoring, training and development, performance management, reward and recognition Develop ongoing opportunities...
is ultimately fully accountable for all solutions and resource delivery to the client as well as the management and growth of the... and rewards to enhance your well-being. Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker...
. Assist with the administration and maintenance of the claims document management system. Support creation, revision..., working ahead of potential challenges. Other duties as assigned. Requirements: Valid provincial broker's license...
and broker experience in the Large Commercial sectors. Procure new business opportunities through effective marketing strategies... designed around supporting our key brokers, fostering new broker relationships, and meeting with prospective clients. Evaluate...