Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's degree and 3+ years client coordination/claims management experience, or High School with 8+ years; license required; travel ~25%; preferred account/client services experience; strong relationship-building and communication skills.
CRM software, Microsoft Office, Email/communication tools
Channel Fusion: Provider of channel marketing platforms and partner engagement services.
Client-facing program administration with strong communication, attention to detail, case management, and familiarity with data analysis and co-op marketing guidelines; 2+ years preferred.
LimoLink: Provides premium managed ground transportation and chauffeured services globally.
Basic computer and typing skills (Microsoft Word, Microsoft Excel), ability to multi-task, strong verbal and written communication, attention to detail, and client relationship skills.
BankIowa: Community bank providing personal and commercial financial services.
Provide courteous client service, process transactions, understand deposit products, follow compliance/OFAC/CIP and complete teller training checklist; high school diploma and bondable required.
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
3+ YOEHigh school diploma/GED, minimum 3 years financial services or administrative experience, strong problem solving and independent execution, ability to manage multiple priorities and client service workflows.
Robert HalfNYSE: RHI: Provides specialized staffing services and business consulting solutions globally.
2+ YOEPreferred 2+ years of business development or IT-related experience, with client relationship, account management, closing, multitasking, and self-motivation skills.
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Bachelor's preferred; obtain Series 6/63 and state insurance licenses (training/sponsorship available); strong interpersonal, communication and analytical skills; prior financial services or business development experience beneficial.
Holmes Murphy: Provides insurance brokerage and risk management consulting services.
2+ YOE2+ years insurance/customer service or underwriting experience; high school diploma (college preferred); active or obtainable state property casualty agent license within 3 months; strong communication and prioritization skills.
First Community Trust: Provides investment and trust services for credit union members.
Previous experience with retirement plan (401k/403b) administration, proficiency with CRM (Salesforce) and Microsoft Office, strong communication and attention to detail. ASPPA/CEBS/QPA/CPC/NIPA designations a plus; credit and criminal history check required.
Salesforce, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires an insurance license or willingness to obtain one, strong communication, self-motivation, basic CRM skills, and ability to work independently in a remote sales role.
J.P. Morgan Wealth Management – Private Client Advisor - Waterloo, IA
Waterloo, Iowa, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66/63/65 required or obtainable within 60 days; life, health and long-term care insurance license required or obtainable; client acquisition and goals-based planning skills; CFP and bachelor’s degree preferred.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOEHigh school diploma or equivalent; typically 3+ years retail banking experience; NMLS registration required; BSA/Reg/Z compliance awareness; strong client relationship, communication, and digital-product skills.
Ohnward Bancshares: Iowa-based bank holding providing diverse financial services
Requires accuracy, organization, computer proficiency, professional communication, phone confidence, discretion with confidential information, and ability to manage multiple tasks; associate degree and relevant experience preferred.
Laserfiche, Microsoft Word, Microsoft Excel, Cambridge Investment Research
Northwestern Medicine: Academic health system providing clinical care and medical research.
1+ YOEHigh school diploma, phlebotomy certification or ≥1 year phlebotomy experience, competency with broad patient populations, familiarity with EMR/MediaLab, knowledge of medical terminology; bilingual skills preferred.
TRICOR Insurance: Independent agency providing personal and commercial insurance solutions.
Provide client-facing account service, assess client risk and needs, design and recommend insurance coverages, maintain accurate client files, and mentor/coaching colleagues.
SISCO: Provides third-party benefit administration and health management for employers.
Serve as primary contact for brokers/clients, respond to inquiries, prepare reporting for renewals, lead client meetings, strong communication, Excel proficiency, presentation and problem-solving skills.