Insurance Portfolio Manager

Job Title: Financial Portfolio Manager">Job Overview">We are seeking a highly skilled Financial Portfolio Manager to implement strategies and initiatives that ensure personal monthly sales targets are met.">Key Responsibilities">">Manage financial portfolios for existing and new clients">Conduct financial awareness seminars to educate clients on investment...

Real Estate Asset Management AnalystAbout this role:This is a unique opportunity to work in real estate asset management, driving value enhancement and operational excellence across a diverse portfolio of commercial properties. You will leverage data-driven insights, strategic planning, and financial acumen to optimize asset performance, bolster leasing...

Job DescriptionWe are seeking a meticulous and organized Tax Specialist to support our client's real estate and development portfolio. You will be responsible for maintaining accurate financial records, processing transactions, and preparing reports under the guidance of the client's leadership and accounting partners.This role is perfect for someone with...

Job TitleWe are seeking a highly skilled professional to join our team as Senior Analyst in Underwriting and Portfolio Performance. This role plays a crucial part in enhancing lending portfolio success through data-driven insights.The successful candidate will be responsible for analyzing portfolio performance, identifying risks, and recommending strategic...

The Financial Portfolio Manager role is ideal for someone with expertise in real estate accounting and experience in financial management systems. We are seeking an organized and detail-oriented individual who can manage the financial transactions of our property portfolio with precision.Responsibilities:Manage daily financial tasks for various properties...

Job Summary:The Insurance Services Representative plays a vital role in supporting the brokerage team by providing administrative and client service expertise. This position is crucial for ensuring seamless day-to-day operations, efficient policy processing, and exceptional client satisfaction.Main Responsibilities:Assist Account Managers in delivering...

Job Overview:This is a role that involves handling resolved loans, managing accounts, and communicating with stakeholders. The Loan Portfolio Assistant will track and monitor resolved loans, liaise with law firms and clients, and assist in the closure process.Key Responsibilities:Resolved Loan Monitoring: Monitor and manage resolved loans to ensure all...

Property Support RoleThis is an exciting opportunity to support a residential or commercial property portfolio. We are seeking a proactive and highly organized individual to assist in day-to-day operations.Support the Property Manager in scheduling, task tracking, and ensuring timely follow-ups.Review and manage tenant records, lease documentation, and...

Job OverviewWe are seeking a seasoned professional to develop and maintain strong relationships with clients, ensuring their insurance needs are met with tailored solutions. This role focuses on building client connections, managing accounts, and providing exceptional service while supporting business growth.Key ResponsibilitiesEstablish and maintain...

Commercial Lines Insurance SpecialistServing as a key team member in the Commercial Lines Department, you will be responsible for educating current clients and attracting new ones. This role requires strong knowledge of Property & Casualty (P&C) insurance policies, coverages, and products.Responsibilities:Providing proposals for agency producersQuoting...