Job Summary: 

• Establishing and maintaining client records in hard copy files and Goldmine database
• Supporting/advising clients with credit limit applications, appeals and monitoring progress of these
• Advising clients in relation to reporting overdue accounts
• Supporting clients in relation to submission and negotiation of claims
• Advising clients in relation to declarations of turnover and submission of these as appropriate
• Supporting clients in relation to accounting queries - premium payments, policy adjustments etc
• Supporting colleagues in relation to management of renewal negotiations
• Undertaking discussions with Underwriters, in relation to all of the above
• Ensuring that Xenia Brand and code of conduct is adhered to at all times both within the workplace or at other external events
• Referring any matter beyond the level of an individual’s experience or authority to line manager

Skills on Resume: 

• Client Record Management (Hard Skills)
• Credit Advisory (Soft Skills)
• Overdue Account Resolution (Soft Skills)
• Claims Support (Soft Skills)
• Turnover Declaration Assistance (Soft Skills)
• Accounting Query Resolution (Soft Skills)
• Renewal Negotiation Assistance (Soft Skills)
• Underwriter Communication (Soft Skills)

Job Summary: 

• Build a pipeline of based companies with an FX exposure
• Create a professional image of the business for decision-makers
• Design and tailor FX products/ risk management products
• Promoting the services and products of the business
• Identifying new business opportunities within the market
• Building new relationships with senior stakeholders
• Responsible for managing a portfolio of clients within the US agricultural and softs markets
• Offering hedging advisory and management, including directly selling products over-the-counter to prospective clients
• Consult and effectively solve international payment issues and manage leads from open to close
• Keep up to date with new FX products and current market knowledge

Skills on Resume:

• Pipeline Building (Hard Skills)
• Business Image Creation (Soft Skills)
• FX Product Design (Hard Skills)
• Promotion (Soft Skills)
• Opportunity Identification (Hard Skills)
• Stakeholder Relationship Building (Soft Skills)
• Portfolio Management (Hard Skills)
• Hedging Advisory (Soft Skills)

Job Summary: 

• Contribute to an annual programme of work in conjunction with the local board
• Focused on enabling more community-led delivery of initiatives.
• Work with Connected Communities colleagues to provide every opportunity for communities to drive own aspirations.
• Work with local communities to build stronger connections at the street and neighbourhood level.
• Assist the local board to understand and be more responsive to mana whenua and mataawaka aspirations in areas.
• Providing a portal into, and making it easier to access resources and information.
• Ensure cover is in place by renewal date using practical approach to multi-tasking.
• Motivate yourself and others to achieve whilst being committed to learning and developing own knowledge. 
• Provide support to assigned portfolios which cross trades and industries, as well as different classes of insurance.
• Handle insurer and customer queries with ease, speaking to the finance team  

Skills on Resume:

• Programme Collaboration (Soft Skills)
• Community Empowerment (Soft Skills)
• Networking (Soft Skills)
• Engagement (Soft Skills)
• Indigenous Advocacy (Soft Skills)
• Resource Management (Hard Skills)
• Renewal Coordination (Hard Skills)
• Leadership & Motivation (Soft Skills)

Job Summary: 

• Delivers continuous excellence in servicing an existing book of business.
• Identifies specific client and prospect needs and develops innovative and efficient solutions.
• Negotiates with underwriters to establish best terms and conditions with respect to premiums and coverage.
• Collaborates with sales producers to support growth strategies and targeted prospecting activities to produce new business.
• Provide the leadership vital for development and delivery of insurance and industry-related presentations/seminars to clients and prospects as the need arises.
• Assist in the review of claims and managing client expectations around the claims process.
• Cross-selling and growing existing insurance programs with clients
• Develop and manage client relationships to increase sales penetration and cultivate new busine
• Build proactive relationships with clients and ensure renewal needs are fully understood and met.
• Work collaboratively with internal colleagues and provide support need to move the business forwards.

Skills on Resume:

• Service Excellence (Soft Skills)
• Needs Assessment (Soft Skills)
• Coverage Optimization (Hard Skills)
• Sales Support (Soft Skills)
• Presentation Leadership (Soft Skills)
• Claims Management Support (Soft Skills)
• Program Growth (Soft Skills)
• Relationship Development (Soft Skills)

Job Summary: 

• Perform testing/branch review to ensure compliance with various securities and insurance laws and regulations according to FINRA
• Identify and provide recommendations on testing findings for implementation
• Responsible for development of required training for Broker / Dealer personnel to comply under FINRA regulations.
• Gather data and prepare required regulatory filings in a timely manner on a monthly, quarterly and annual basis
• Responsible for working with internal and external auditors to ensure successful audit outcome
• Responsible for preparing and distributing various levels of management.
• May attend the Risk and compliance quarterly committee meetings to present area reports and represent department
• Responsible for reviewing, interpreting and applying of new laws and regulations impacting the Broker / Dealer operation upon final authorization from CCO.
• Help with Compliance Assessments & Ad Hoc projects
• Checking clients accounts for suitability, disclosures, etc and assist in providing training to employees
• Maintain up to date CRD registrations & Regulatory Continuing Education other filings

Skills on Resume:

• Compliance Testing (Hard Skills)
• Testing Findings Analysis (Soft Skills)
• Regulatory Training Development (Hard Skills)
• Regulatory Filings Preparation (Hard Skills)
• Audit Coordination (Soft Skills)
• Reporting & Distribution (Soft Skills)
• Committee Presentation (Soft Skills)
• Regulatory Updates Implementation (Hard Skills)

Job Summary: 

• Understand, apply the Customs Act and it’s extended schedules in line with processing Customs declarations for all modes.
• Process and ensure Customs Release for Customs Declarations for all modes (Import & Exports) are according to Department, Client KPI’s and Customs Legislation.
• Ensure correct tariff classification process are adhered and provide suggestions on tariffs not supplied.
• Ensure that the process for applying the Rules of Origin are applied to Customs Declarations.
• Ensure the proper Customs valuation methods are followed according to Customs legislation.
• Suggest training required for the team based on issues or errors from capturing of Customs Declaration and application of legislation.
• Assist and mentor Brokers, Customs and Learners as well as fellow colleagues.
• Report any errors and potential risks to management
• Negotiate the most appropriate terms for that client.
• Responsible for a small portfolio of high-profile accounts requiring regular engagement with the risk manager and client teams the design and broking of the programm in the market.

Skills on Resume:

• Customs Act Application (Hard Skills)
• Customs Release Processing (Hard Skills)
• Tariff Classification (Hard Skills)
• Rules of Origin Application (Hard Skills)
• Customs Valuation Compliance (Hard Skills)
• Training Needs Assessment (Soft Skills)
• Mentorship & Support (Soft Skills)
• Risk Reporting & Management (Soft Skills)

Job Summary: 

• Create and maintain relationships within the business, with insurance markets and with clients to provide a cohesive client service.
• Service both renewals and new business from the initial enquiry through to the handing over of the completed placing slip.
• Support client advisory and direct engagement.
• Disseminate knowledge and information to account teams to help account teams defend existing PS clients and grow current PS market share across EMEA.
• Write white papers and marketing material to demonstrate subject matter authority
• Generate business opportunities, ensuring best-in-class quality content about GC’s expertise in the PS arena.
• Assist in developing and running round-tables and conferences to highlight leadership role on a range of topics.
• Database development and management - ensure existing databases are kept up-to-date 
• Enhance data management across the regional and global PS team
• Support benchmarking exercises, placement, client retention and ability to respond to tenders.

Skills on Resume:

• Relationship Management (Soft Skills)
• End-to-End Client Servicing (Hard Skills)
• Client Advisory Support (Soft Skills)
• Knowledge Sharing (Soft Skills)
• Content Creation (Hard Skills)
• Business Development (Soft Skills)
• Event Coordination (Soft Skills)
• Database Management (Hard Skills)

Job Summary: 

• Assess, understand and explain the management and professional liability exposures of financial institution clients
• Design and build management and professional liability risk transfer solutions
• Compare and explain differences in insurer policy forms
• Negotiate market-leading insurance policy terms and conditions with underwriters
• Develop and manage professional relationships with clients and underwriters
• Collaborate with internal colleagues to timely deliver professional work product
• Stay current and present to clients on insurance market participants, developments, trends and underwriting practices
• Participate in unscheduled client matters including claim consultation, noticing and resolution, mergers, acquisitions and divestitures, and initial public offerings
• Participate in new business development opportunities
• Ensure the broking team works well with client, market and other responsibilities properly apportioned and understood by all.

Skills on Resume:

• Risk Assessment (Hard Skills)
• Solutions Design (Hard Skills)
• Policy Form Comparison (Hard Skills)
• Negotiation Skills (Soft Skills)
• Relationship Management (Soft Skills)
• Timely Delivery (Soft Skills)
• Market Knowledge (Soft Skills)
• Client Consultation (Soft Skills)

Job Summary: 

• Providing information to clients in response to inquiries on products.
• Providing telephone coverage on the queue in a call-center type atmosphere
• Providing information to customers in response to customer inquiries on products/services, converting a high percentage to new sales opportunities
• Analyzing customer inquiries by providing information on products/services
• Matching customer needs to insurance company’s products/services
• Generating new business opportunities by recommending products/services where appropriate
• Up-selling or cross-selling products/services to existing clients
• Updating customer records on computer system
• Contacting other departments to obtain information requested by customers i.e. claims
• Resolving customer concern/complaints within authority limits

Skills on Resume:

• Product Information Provision (Hard Skills)
• Call Center Coverage (Hard Skills)
• Sales Conversion (Soft Skills)
• Inquiry Analysis (Hard Skills)
• Needs Matching (Soft Skills)
• Business Opportunity Generation (Soft Skills)
• Cross-selling (Soft Skills)
• Record Management (Hard Skills)

Job Summary: 

• Professionally performs all aspects of freight brokerage customer service through direct communication, both electronic and telephonic, with customers, carriers, and service providers
• Negotiates pricing, rates, service requirements, and contract terms with carriers and clients
• Identifies and analyzes customer requirements and ensures that the level of service provided meets or exceeds customer expectations
• Uses various transportation systems to coordinate movement of freight, including determining routing
• Negotiating with carriers to meet customers’ rate and service time requirements
• Tracks and traces shipments from pickup through delivery to ensure accurate
• Up-to-date shipment information is being provided to customers
• Ensures invoicing of freight charges to customers and payment to carriers is accurate
• Compliant with the established rate confirmations and/or contracts
• Sets and meets deadlines as per internal and external customer expectations
• Delivers against growth and profitability targets
• Researches and determines growth opportunities within each customer
• Communicates via inside sales and cold calling with existing and potential customers and transportation partners to acquire business from new leads

Skills on Resume:

• Pricing Negotiation (Soft Skills)
• Requirement Analysis (Hard Skills)
• Transportation Coordination (Hard Skills)
• Carrier Negotiation (Soft Skills)
• Shipment Tracking (Hard Skills)
• Invoicing Management (Hard Skills)
• Compliance Adherence (Hard Skills)
• Deadline Management (Soft Skills)

Job Summary: 

• Recruit and retain productive sales agents, hire and manage admin/reception staff
• Support the Sales Representatives, Brokers and support staff in the achievement of professional goals and duties
• Ensure full compliance with all real estate laws and rules and regulations
• Organize and lead sales meetings, training presentations and branch events
• Participate and support in RAHR sponsored training and development programs
• Promote a positive attitude and atmosphere, instilling ‘teamwork’ and personal growth throughout the branch
• Be available and on call to answer any questions from Sales Agents or staff
• Effectively handle all consumer and colleague complaints, as well as legal actions from RECO and TREB with support and input from corporate counsel
• Investigate, organize, and follow up on specific projects or proposals by the Broker of Record/President
• Participate in weekly and monthly management meetings

Skills on Resume:

• Sales Team Management (Soft Skills)
• Supportive Leadership (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Meeting Organization (Soft Skills)
• Training Program Participation (Soft Skills)
• Positive Culture Promotion (Soft Skills)
• Conflict Resolution (Soft Skills)
• Project Management (Soft Skills)

Job Summary: 

• Reconcile & validate records automatically input into the system
• Handle technical accounts and report premiums, claims & reserve updates to customers and follow up on relating queries
• Review technical statements and accounts and claims advices from clients
• Process statements and billings according to departmental procedures
• Following ceding companies’ instructions, open reserves, follow up with the evolution, and close the risk.
• Allocate cash from cash register to the correct invoices in ledger
• Prepare remittances to settle customers balances
• Maintain legers - both clients and markets and follow up of aged balances
• Provide statistics on business and transactions evolution upon 
• Priority to cash call process and follow up and attend to auditors queries (internal and external)  
• Escalate issues that may rise to conflict/ argument with customers
• Build and maintain excellent working relationships with internal and external stakeholders
• Hold regular meetings to discuss and demonstrate that SLAs and targets are being achieved
• Own and resolve queries in a timely manner, offering a high-quality service
• Process and prioritize a high number of queries and data
• Validate and send Commissions statements and approve payments within agreed timelines

Skills on Resume:

• Records Reconciliation (Hard Skills)
• Technical Account Management (Hard Skills)
• Statement Review (Hard Skills)
• Billing Processing (Hard Skills)
• Reserve Management (Hard Skills)
• Cash Allocation (Hard Skills)
• Remittance Preparation (Hard Skills)
• Ledger Maintenance (Hard Skills)

Job Summary: 

• Review financial situation of borrowers (includes analyzing income, assets, liabilities and credit bureau details while assessing the borrower’s ability to qualify for the requested solution)
• Utilize product options and borrower goals to suggest products and terms that are mutually beneficial to borrowers, MCAP, and investors
• Handle enhanced rate negotiations and fee discounting with borrowers
• Work with underwriting team, closing co-ordinators, and borrowers to secure new mortgage approval, collect required documentation and fund new mortgages
• Adhere to process and service level requirements for each step of the process
• Retain borrowers when financing unavailable or unwarranted
• Work in partnership with Renewal Account Manager to facilitate financing at maturity
• Handle inbound and outbound borrower interactions, advocating for each borrower 
• Finding an agreeable solution to financing needs

Skills on Resume:

• Financial Analysis (Hard Skills)
• Product Recommendation (Soft Skills)
• Negotiation Skills (Soft Skills)
• Process Adherence (Hard Skills)
• Customer Retention Strategies (Soft Skills)
• Renewal Facilitation (Hard Skills)
• Customer Advocacy (Soft Skills)
• Problem Solving (Soft Skills)

Job Summary: 

• Providing updates and minimizing borrower effort
• Respond to email interactions in a timely, courteous and professional manner
• Promote and educate on features and benefits of existing mortgage product 
• Assist with respect to enhancing the overall borrower experience, both mid-term and at maturity. 
• Provide feedback and insight to management
• Exclusively responsible for the borrower relationship throughout the funding process
• Promote applicable lender product options and services such Mortgage Life Insurance, Disability Insurance, and Home Warranty options
• Handle complex conversations by educating borrowers on the feasibility of desired solutions and required steps to achieve borrower goals

Skills on Resume:

• Efficient Communication (Soft Skills)
• Timely Email Response (Soft Skills)
• Product Knowledge (Hard Skills)
• Customer Experience Enhancement (Soft Skills)
• Feedback Provision (Soft Skills)
• Relationship Management (Soft Skills)
• Product Promotion (Soft Skills)
• Complex Conversation Handling (Soft Skills)