• Contacting customers via phone and email and video technology
• Mana ging through the sales pipeline, from pre-qualified lead to application. 
• Understanding customers' needs and desired outcomes and providing advice
• Help achieve goals (through refinancing, renegotiation, restructuring and/or new purchases)
• Working closely with support team to fulfil home loan applications with Lender panel 
• Support to get deals through to settlement so can spend more time building more relationships with customers.
• Applying entrepreneurial spirit to assist with introducing new business and better processes  
• Actively managing customer portfolio and significant lead pool to nurture, retain and convert valuable relationships

Skills: Communication, Pipeline Management, Needs Assessment, Goal Assistance, Team Collaboration, Deal Support, Entrepreneurship, Portfolio Management.

• Market new and renewal business, handling all aspects of the placements from initial market selection through policy delivery to client.
• Ensure that placements are handled correctly and on time
• Develop and maintain thorough knowledge of Umbrella/Excess liability insurance marketplace, products and services.
• Develop productive business relationships with key insurance underwriters and Aon local office teams
• Identify and analyze prospect and client exposures.
• Coordinate activities with other internal units as required to meet customer needs.
• Present to local account executives, lead RFPs, client meetings and conference calls.
• Advisor to the executive level client in broking, designing, selling and servicing complex accounts.
• Responsible for planning, scheduling, resourcing and executing large projects/ programs.
• Frequently interacts with senior level colleagues and clients, normally involving matters between functional areas, other company divisions or units, or clients and the company.

Skills: Market Placement, Timely Handling, Insurance Market Knowledge, Business Relationship Building, Exposure Analysis, Coordination, Presentation Skills, Advisory & Project Management.

• Review and process account transactions efficiently and accurately
• Monitor fraud risk across the business and field third party requests
• Oversee daily cash and equity reconciliation reports
• Manage a team of three Broker/Dealer Operations associates
• Serve as the ultimate point of escalation and resolution for all customer-related operational issues
• Suggest improvements to operational processes to increase efficiency and scalability
• Troubleshoot operational problems and collaborate with the engineering team to employ fixes
• Work with the Customer Experience team on operational topics to provide a unified customer experience
• Leading by example by demonstrating and sharing with all lines of business the importance of best practice
• Build an inclusive and positive culture in the office and investigate opportunities for RAHR to participate in the community 

Skills: Transaction Processing, Fraud Risk Monitoring, Reconciliation Oversight, Team Management, Escalation Handling, Process Improvement, Troubleshooting Collaboration, Leadership Community Engagement.

• Receive and executive customer orders on the primary US and European futures exchanges
• Execute and monitor customer futures and options orders via electronic trading platforms
• Report execution updates to customers in a timely and accurate manner
• Work with counterparty FCMs to execute and clear EFRP (versus cash) transactions
• Liaise with commercial colleagues on customer market access limits and capabilities
• Address client enquiries, recognize opportunities, and provide creative solutions in a timely manner
• Collaborate with relationship managers to ensure a positive customer experience
• Evaluation of the performance of producer relationships to ensure Binding Authority Guidelines and goals are met.
• Awareness and maintenance of personal analysis and quality measures.
• Coordination of Loss Control services and act as liaison with finance/accounting 

Skills: Order Execution, Order Monitoring, Execution Reporting, EFRP Transaction Management, Market Access Coordination, Client Inquiry Handling, Relationship Management Collaboration, Performance Evaluation Coordination

• Raise, validate and send credits and rebills for Brokers commission payments
• Seek to regularly identify where process improvements can be made, putting forward ideas and supporting change.
• Produce regular commissions data reporting, offering detailed analysis of variances and gaps in data
• Write and maintain updated process documentation
• Analysis, rating, and pricing of New Business and Renewal risks.
• Completion/updating of data entry fields in Workflow Management System.
• Adherence Binding Authority Guidelines, Line of Business risk appetite, and personal Binding Authority.
• Development, maintenance, and management of producer relationships through visitations.
• Real-time monitoring of risk and trades and automation of monitoring and even-triggering
• Visualize into formats such as Metabase interface, 606 reports, and any required presentable formats
• Communicate with customers with regards to the specific trade activity  

Skills: Commission Management, Process Improvement, Data Reporting & Analysis, Documentation Maintenance, Risk Analysis & Pricing, Workflow Management, Compliance Adherence, Relationship Development.

• Understanding of Binding Authority Guidelines and Line of Business risk appetite.
• Ability to make sound judgments in line with Binding Authority Guidelines that are based on both written and observed factors where only limited standardization exists.
• Ability to read, analyze, and interpret general business periodicals, professional journals
• Ability to technical procedures, or government regulations.
• Ability to effectively write reports and business correspondence.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
• Functional understanding of all required systems and processes.
• Professional and effective communication skills.
• Ability to work both independently and in a team environment.
• Ability to work in a fast-paced environment and respond quickly  
• Ability to work well with support staff, lead and motivate direct reports and desire to aid in the development of others.

• Experience as an Associate, Underwriter, or Broker 
• Ability to speak fluently in Mandarin and/or Cantonese, and proficiency in written Chinese
• Proficiency with MS Office applications (Office 365), and relevant industry technologies (Velocity, Filogix, Finmo, etc.)
• Ability to produce results independently while maintaining a positive team environment
• Amazing attention to detail with an ability to thrive in a fast-paced environment
• Ability to strategize and produce results
• Proven time-management skills while working under pressure
• Positive and professional attitude and demonstrating professionalism at all times

Qualifications: BA in Economics with 3 years of Experience 

• Knowledge of TL transportation terms
• Proven communication skills a must (written & verbal)
• Verifiable customer service experience
• Ability to communicate professionally with customers and vendors
• Computer experience: Microsoft Office Suite (Word, Excel)
• Ability to learn proprietary software & navigate multiple programs
• Must be able to multi-task and function in a fast paced environment
• Excellent problem solving and time management skills
• Highly motivated and detail oriented

Qualifications: BS in Business Administration with 3 years of Experience 

• Experience in the financial services industry
• Track record of successful recruiting into the independent advisor industry
• Ability to influence high-level decision makers
• Thorough knowledge of broker/dealer products and operations
• Strong understanding of the financial services industry and field distribution systems
• Financial, operational, marketing, financial services compliance acumen
• Knowledge of Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) and CRM’s
• Ability to learn and demonstrate proprietary systems
• Attention to detail, good organizational skills, ability to prioritize
• Ability to work in a multi-task environment

Qualifications: BS in Accounting with 9 years of Experience 

• Experience in SQL and data analysis and experience in Metabase
• Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment
• Ability to work effectively and supportively within a team environment and the ability to work independently
• Must possess the ability to adapt to a changing business and regulatory environment
• Enjoys challenges and taking ownership of new responsibilities
• Ability to prioritize goals and needs of representative 
• Ability to coordination of home office teams (Transition Team, Compliance, Product Marketing, and Technology)
• Strong oral and written communication skills
• Ability to decision-making, particularly in a high-growth and risk-charged environment
• Project management skills and strong public speaking skills

Qualifications: BS in Mathematics with 7 years of Experience