121 insurance jobs found in Charlotte, NC

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com . Summary: Provide support to broking team members and contributes to strategic recommendations, problem solving, and solution development for prospects and clients. Develops a comprehensive understanding of prospect and client risk profiles and exposures, and acts to cultivate and maximize insurance market interest leading to the development of effective risk financing and risk transfer solutions. Focuses on tailoring required coverage, terms and conditions, and developing the appropriate program architecture and design. This is a full-time...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Job Summary : This role is for our Private Client Group (PCG)/High Network team. The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. You should have servicing experience in Personal Risk and/or PCG. It is also ideal that you have experience with flood underwriting requirements for NFIP, private flood markets and excess flood carriers. You will support the account management team in day-to-day account management for a specific...

New York Life Insurance Company Location Designation: Hybrid - 4 days per week Business Unit Overview Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty. Role Overview: Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Service Representative, you will support the agents practice by managing insurance policy applications as they move through the new business process. Representatives use...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com . Summary: Provide support to broking team members and contributes to strategic recommendations, problem solving, and solution development for prospects and clients. Develops a comprehensive understanding of prospect and client risk profiles and exposures, and acts to cultivate and maximize insurance market interest leading to the development of effective risk financing and risk transfer solutions. Focuses on tailoring required coverage, terms and conditions, and developing the appropriate program architecture and design. This is a full-time...

Ameriprise Financial We are seeking an experienced UX Content Manager to play a critical role in elevating and enhancing the user experience across Ameriprise Financial's owned and operated channels. This individual will develop intuitive and streamlined user journeys that foster greater engagement and brand affinity while meeting key KPIs that drive our business forward. The UX Content Manager will be responsible for the following: Delivering exceptional UX content experiences: Work closely with Product Owners, Marketing Managers and others to articulate marketing objectives, determine relevant content, and coordinate resources to plan, write, edit, design, present, test and improve content. Robust collaboration with UX and Design teams: Provide content-led strategies and UX content to optimize user flows and enable best practices. Translating content strategy into content requirements: Determine UX content experience solutions that meet consumer expectations....

Ameriprise Financial The Annuity Sales Consultant in Wealth Management Solutions is an internal sales role responsible for case consultation with financial advisors on annuity offerings available through the Ameriprise Financial broker/dealer. Develop a specialty expertise in annuities while helping advisors navigate through the sales process. Provide annuity carrier comparisons, product suggestions, sales materials and illustrations based on client needs. Key Responsibilities Provide inbound phone queue sales support, place outbound telephone calls, and return advisor emails to support annuity sales in an assigned region. Provide day-to-day case consultation to advisors tailoring annuity recommendations based on client needs. Provide approved sales materials and illustrations as needed. Support advisors with product training, order entry, licensing, compliance, and new business inquiries. Serve as the liaison between advisors, carriers, and various departments on...

Ameriprise Financial The Advisory Trading Specialist will initiate the day-to-day trading and operations for all discretionary managed account products. This role will have excellent visibility working cross functionally with business partners to process client requests, answer trade related inquiries and conduct research of escalated items. We are committed to fostering an inclusive and collaborative team environment, while helping you reach your career goals! Key Responsibilities Perform daily trading of our Active Portfolio Mutual Fund and/or ETF portfolios traded on-team, as well as the highly complex Drift trading process for internally- traded Select Separate Models Only and ETF strategies, and auto-rebalance trading and validation for our SPS Advantage product. This includes trade origination, pre and post trade validation, and reject and exception processing. Provide support to business partners with trading and maintenance to models, processing client...

Ameriprise Financial In this role, you will provide leadership for a clearing broker dealer settlement team accountable for providing complex operations activities to client and advisors. Settlement activities include DTC settlement, processing dividend and reorganization activities, and handling physical certificates. This includes resolving escalated advisor issues, lead process improvement initiatives, identifying and analyzing trends to implement solutions to increase advisor and client satisfaction, and managing strategic relationships across multiple channels for delivery of operations services. Key Responsibilities Lead a team of professionals providing complex operations activities to advisors, including regulatory supervision to ensure that compliance and regulatory requirements are met. Ensure timely and accurate resolution of escalated advisor issues. Develop and manage cost effective, efficient and compliant operational strategies to ensure advisor and client's...

Ameriprise Financial As a Manager on the Investment Performance & Analytics team, you will serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment, specifically those related to investment performance reporting. Responsibilities include conducting research, defining and documenting business requirements, and providing analytical and reporting support. Additionally, you will contribute to the development and ongoing maintenance of the infrastructure necessary to sustain and enhance performance reporting capabilities across the AWM segment of Ameriprise Financial. Key Responsibilities In collaboration with other business units (e.g. products, technology, legal, compliance, marketing, training, field implementation, etc.) and vendors, participate in the execution of projects aimed at developing investment products, ensuring compliance, enhancing the quality of the performance data, and improving the...

Ameriprise Financial We are seeking a highly skilled and experienced attorney to join our Legal Department, specializing in trading documentation and U.S. financial regulation. This role will support the firm's trading activities across derivatives, securities lending, repurchase transactions and financing transactions, including ISDA Master Agreements, MSFTAs, futures, options, and related documentation. The ideal candidate will also provide legal guidance on compliance with applicable U.S. regulatory frameworks including Dodd-Frank, SEC, CFTC, and other relevant rules. The role is located in the US, however the team is global with colleagues in Europe and Asia. Key Responsibilities: Documentation & Negotiation Draft, negotiate, and review trading agreements including: ISDA Master Agreements and Credit Support Annexes (CSAs). Master Securities Forward Transaction Agreements (MSFTAs). Futures and options clearing agreements. Prime brokerage, repurchase...

Ameriprise Financial Independently process, reconcile and/or balance the assigned product according to department policy and procedures. Ensure comprehensive and seamless operations for all transaction requests with minimal direction. Work with both internal and external business partners to research and resolve issues in an accurate and timely manner. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures. Key Responsibilities Independently process, reconcile and/or balance for the assigned product in an accurate, timely and compliant manner. Work with appropriate internal and external business partners to research and resolve issues, troubleshoot and provide seamless service. Identify process improvements and partner with appropriate resources to implement solutions. Utilize various computer applications to provide operational processing information and take action as appropriate. May participate in various team or...

Five9 Join us in bringing joy to customer experience. Five9 is a leading provider of cloud contact center software, bringing the power of cloud innovation to customers worldwide. Living our values everyday results in our team-first culture and enables us to innovate, grow, and thrive while enjoying the journey together. We celebrate diversity and foster an inclusive environment, empowering our employees to be their authentic selves. The Associate Solution Consultant (SC) plays a key role in supporting Five9's most strategic and productive resell partners. This early-career role sits at the intersection of technology, sales, and partnerships, helping our partners position and sell Five9's cloud contact center solutions at scale. Your work will directly impact revenue, partner success, and our ability to grow efficiently through the resell ecosystem. You'll work side-by-side with experienced Senior Solution Consultants in telecom, learning how to translate business...