Financial Advisor – Northwestern Mutual – Orlando, FL

Company: Northwestern Mutual

Location: Orlando, FL

Expected salary: $61000 per year

Job date: Sat, 05 Apr 2025 06:41:57 GMT

Job description: The role of FICA tax specialist at Northwestern Mutual involves ensuring compliance with Federal Insurance Contributions Act regulations for both employees and employers. This includes accurately calculating and withholding Social Security and Medicare taxes, as well as ensuring accurate reporting and filing of taxes. The specialist will also collaborate with other departments to ensure accurate record-keeping and payroll processing. Strong attention to detail, knowledge of tax laws, and excellent communication skills are essential for success in this role.

Financial Advisor – Northwestern Mutual – Orlando, FL

Company: Northwestern Mutual

Location: Orlando, FL

Expected salary: $61000 per year

Job date: Sat, 05 Apr 2025 06:45:10 GMT

Job description: As a FICA Tax Specialist at Northwestern Mutual, you will be responsible for ensuring compliance with the Federal Insurance Contributions Act (FICA) tax regulations. This role involves analyzing employee payroll data, calculating FICA tax liabilities, and making timely payments to the appropriate government agencies. You will also be responsible for reconciling FICA tax records, preparing reports, and responding to any inquiries or audits related to FICA taxes. The ideal candidate for this position will have a strong understanding of FICA tax laws, excellent attention to detail, and the ability to maintain confidentiality with sensitive financial information. Join our team at Northwestern Mutual and help us navigate the complex world of FICA taxes to ensure accurate and timely compliance for our organization.

Financial Advisor – Northwestern Mutual – Orlando, FL

Company: Northwestern Mutual

Location: Orlando, FL

Expected salary: $61000 per year

Job date: Sat, 05 Apr 2025 04:22:59 GMT

Job description: The FICA Tax Specialist is responsible for accurately calculating and reporting Federal Insurance Contributions Act (FICA) taxes for employees of Northwestern Mutual. This role involves staying up-to-date on FICA tax laws and regulations, ensuring compliance with all federal guidelines, and maintaining detailed records of payroll data. The FICA Tax Specialist will work closely with the finance and accounting teams to ensure accurate and timely tax reporting. Strong attention to detail, compliance knowledge, and communication skills are essential for success in this role.

IG Wealth Management – Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Sault St Marie) – Sudbury, ON

Company: IG Wealth Management

Location: Sudbury, ON

Expected salary:

Job date: Sat, 05 Apr 2025 22:03:06 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 2Location(s): Sault St MarieIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.At IG Wealth Management, our vision is to inspire financial confidence.This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.IG Wealth Management is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!Position Summary:This position requires the successful candidate to be Mutual fund licensed.Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.Responsibilities:

  • Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
  • Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
  • Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
  • Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
  • Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
  • Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications:

  • Mutual fund licensed
  • 3+ years of client facing financial planning experience
  • Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
  • University Degree in a relevant field
  • LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • Proficiency in the use of digital tools, including CRM and Financial Planning software
  • Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation preferred or willing to actively pursue within first 2 years in role
  • Understanding of the industry, competitive landscape, and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
  • The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

IG Wealth Management – Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Sault St Marie) – Sudbury, ON

Company: IG Wealth Management

Location: Sudbury, ON

Expected salary:

Job date: Sun, 06 Apr 2025 05:42:19 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 2Location(s): Sault St MarieIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.At IG Wealth Management, our vision is to inspire financial confidence.This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.IG Wealth Management is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!Position Summary:This position requires the successful candidate to be Mutual fund licensed.Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.Responsibilities:

  • Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
  • Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
  • Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
  • Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
  • Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
  • Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications:

  • Mutual fund licensed
  • 3+ years of client facing financial planning experience
  • Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
  • University Degree in a relevant field
  • LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • Proficiency in the use of digital tools, including CRM and Financial Planning software
  • Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation preferred or willing to actively pursue within first 2 years in role
  • Understanding of the industry, competitive landscape, and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
  • The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Liberty Mutual Canada – Bilingual Underwriting Assistant – Surety – Toronto, ON

Company: Liberty Mutual Canada

Location: Toronto, ON

Expected salary:

Job date: Sat, 18 Jan 2025 06:20:47 GMT

Job description: Job Description:Department: Distribution OperationsLocation: Montreal or TorontoReports To: Manager – Field Underwriting SupportEmployment Type: Full-time PermanentCompany Overview:Liberty Mutual Canada is the Canadian operation of Liberty Mutual Insurance Company. We offer a broad suite of surety and commercial insurance products and solutions to mid-size and large Canadian companies with Canadian, North American and/or multinational risks. Liberty Mutual Canada has over 250 employees and services its clients coast-to-coast from our regional offices in Vancouver, Calgary, Edmonton, Toronto, Montreal and Halifax.At Liberty Mutual Canada, diversity is about all of us. Our promise to you is a culture that is collaborative, rewarding and empowering. We are committed to attracting and retaining employees across all dimensions of diversity and believe that recognizing, appreciating, and applying the unique insights, perspectives and backgrounds of each person cultivates an atmosphere of trust and respect. Diversity, Equity & Inclusion (DEI) is how we do business, and we’ll continue to invest in it to create a stronger global organization.If you are unsure whether or not your experience matches every requirement below, we encourage you to apply anyway. We are looking for varied and diverse perspectives and experiences that we can add to our team!Our core values guide all of our decision-making and come to life through our benefits and employee programs. We offer:– A premier flexible work environment (a combination of on-site & remote work) supporting our employees in their pursuit of a healthy work-life balance– Competitive health & dental benefits plan– Competitive time off policy– Employee & Family Assistance Programs– An opportunity to get involved and become a member of one of our national employee committees – social responsibility, employee engagement, diversity, equity & inclusionThe Opportunity:Liberty is seeking an Underwriting Assistant to support our Surety team. As a key member supporting the Distribution Operations team, the successful candidate will be responsible for performing underwriting support functions. If you are detail-oriented and a strong multi-tasker who is looking to grow your career in the insurance industry, please read further!Duties and Responsibilities:

  • Process Surety business through data entry supporting one or more product lines within a defined territory applying knowledge and understanding of surety products and producing error free work through strong attention-to-detail. This includes but is not limited to: prepare and execute new bonds, riders, enter rates and code new business, renewals, cancellations, endorsements, and reinstatements.
  • Provide underwriting support to Surety Underwriting team (Underwriters, Bond Managers, etc) and legendary service to internal and external customers, including brokers and clients within a defined territory. Assists with customer inquiries and questions, as well as the input of new bond transactions.
  • Retrieve information using various systems and updates agency information as appropriate, including billing, work flow and contractor’s database systems. Prepare and verify documents for accuracy prior to entering into systems.
  • Assist Accounting team with billing, premium and commission discrepancies upon request.
  • Uses excellent verbal and written communication skills to engage with Home Office and field teams, LMC Finance, Surety IT, Surety Claims, and additional internal and external customers.
  • Review and reconciles internal system reports as directed by Manager.
  • Process, coordinate and/or validate data and documents to ensure quality and customer satisfaction.
  • Provide administrative and general office/clerical support as needed.
  • May participate on key special projects as requested, and perform additional assignments as instructed by manager

Skills & Qualifications:

  • Advanced level of both English and French communication skills (verbal and written)
  • Post-secondary education (Bachelors, Diploma etc.) and/or at least 2 years of relevant / related work experience
  • Knowledge of the insurance industry is preferred or prior experience in Surety insurance operations is highly-desirable
  • Strong written and verbal communication skills
  • Strong demonstrated proficiency in Microsoft Office Suite, specifically Word and Excel
  • Strong accuracy, attention to detail, and documentation skills
  • Ability to multi-task and prioritize various projects/assignments in a high-volume, fast-paced environment.
  • Must be able to work both independently and collaboratively in a diverse team environment

Liberty Mutual Canada is committed to fostering an inclusive, accessible environment where all employees feel valued and supported. We are committed to building a workforce that is representative of the communities we operate in and serve. If you are selected for an interview and require an accommodation for the recruitment process due to a disability (which may be invisible or visible, temporary or permanent), please let us know and we will work with you to meet your needs.

Financial Analyst – Associate Underwriter or Underwriter, Surety – Liberty Mutual Canada – Vancouver, BC

Company: Liberty Mutual Canada

Location: Vancouver, BC

Expected salary:

Job date: Thu, 03 Apr 2025 07:08:11 GMT

Job description: and conditions offered to the client. Meet with customers from assigned territory to solicit business/submissions via marketing… a book of surety business. Meet production, marketing, and profitability goals as set by Manager and assist in business…

Financial Analyst – Associate Underwriter or Underwriter, Surety – Liberty Mutual Canada – Vancouver, BC

Company: Liberty Mutual Canada

Location: Vancouver, BC

Expected salary: $60000 – 85000 per year

Job date: Thu, 03 Apr 2025 22:14:28 GMT

Job description: and conditions offered to the client. Meet with customers from assigned territory to solicit business/submissions via marketing… a book of surety business. Meet production, marketing, and profitability goals as set by Manager and assist in business…

Liberty Mutual Canada – Bilingual Underwriting Assistant – Surety – Toronto, ON

Company: Liberty Mutual Canada

Location: Toronto, ON

Expected salary:

Job date: Fri, 17 Jan 2025 23:30:19 GMT

Job description: Department: Distribution OperationsLocation: Montreal or TorontoReports To: Manager – Field Underwriting SupportEmployment Type: Full-time PermanentCompany Overview:Liberty Mutual Canada is the Canadian operation of Liberty Mutual Insurance Company. We offer a broad suite of surety and commercial insurance products and solutions to mid-size and large Canadian companies with Canadian, North American and/or multinational risks. Liberty Mutual Canada has over 250 employees and services its clients coast-to-coast from our regional offices in Vancouver, Calgary, Edmonton, Toronto, Montreal and Halifax.At Liberty Mutual Canada, diversity is about all of us. Our promise to you is a culture that is collaborative, rewarding and empowering. We are committed to attracting and retaining employees across all dimensions of diversity and believe that recognizing, appreciating, and applying the unique insights, perspectives and backgrounds of each person cultivates an atmosphere of trust and respect. Diversity, Equity & Inclusion (DEI) is how we do business, and we’ll continue to invest in it to create a stronger global organization.If you are unsure whether or not your experience matches every requirement below, we encourage you to apply anyway. We are looking for varied and diverse perspectives and experiences that we can add to our team!Our core values guide all of our decision-making and come to life through our benefits and employee programs. We offer:– A premier flexible work environment (a combination of on-site & remote work) supporting our employees in their pursuit of a healthy work-life balance– Competitive health & dental benefits plan– Competitive time off policy– Employee & Family Assistance Programs– An opportunity to get involved and become a member of one of our national employee committees – social responsibility, employee engagement, diversity, equity & inclusionThe Opportunity:Liberty is seeking an Underwriting Assistant to support our Surety team. As a key member supporting the Distribution Operations team, the successful candidate will be responsible for performing underwriting support functions. If you are detail-oriented and a strong multi-tasker who is looking to grow your career in the insurance industry, please read further!Duties and Responsibilities:

  • Process Surety business through data entry supporting one or more product lines within a defined territory applying knowledge and understanding of surety products and producing error free work through strong attention-to-detail. This includes but is not limited to: prepare and execute new bonds, riders, enter rates and code new business, renewals, cancellations, endorsements, and reinstatements.
  • Provide underwriting support to Surety Underwriting team (Underwriters, Bond Managers, etc) and legendary service to internal and external customers, including brokers and clients within a defined territory. Assists with customer inquiries and questions, as well as the input of new bond transactions.
  • Retrieve information using various systems and updates agency information as appropriate, including billing, work flow and contractor’s database systems. Prepare and verify documents for accuracy prior to entering into systems.
  • Assist Accounting team with billing, premium and commission discrepancies upon request.
  • Uses excellent verbal and written communication skills to engage with Home Office and field teams, LMC Finance, Surety IT, Surety Claims, and additional internal and external customers.
  • Review and reconciles internal system reports as directed by Manager.
  • Process, coordinate and/or validate data and documents to ensure quality and customer satisfaction.
  • Provide administrative and general office/clerical support as needed.
  • May participate on key special projects as requested, and perform additional assignments as instructed by manager

Skills & Qualifications:

  • Advanced level of both English and French communication skills (verbal and written)
  • Post-secondary education (Bachelors, Diploma etc.) and/or at least 2 years of relevant / related work experience
  • Knowledge of the insurance industry is preferred or prior experience in Surety insurance operations is highly-desirable
  • Strong written and verbal communication skills
  • Strong demonstrated proficiency in Microsoft Office Suite, specifically Word and Excel
  • Strong accuracy, attention to detail, and documentation skills
  • Ability to multi-task and prioritize various projects/assignments in a high-volume, fast-paced environment.
  • Must be able to work both independently and collaboratively in a diverse team environment

Liberty Mutual Canada is committed to fostering an inclusive, accessible environment where all employees feel valued and supported. We are committed to building a workforce that is representative of the communities we operate in and serve. If you are selected for an interview and require an accommodation for the recruitment process due to a disability (which may be invisible or visible, temporary or permanent), please let us know and we will work with you to meet your needs.

Liberty Mutual Canada – Financial Analyst – Associate Underwriter or Underwriter, Surety – Toronto, ON

Company: Liberty Mutual Canada

Location: Toronto, ON

Expected salary:

Job date: Thu, 03 Apr 2025 22:08:32 GMT

Job description: Department: SuretyLocation: Toronto or HalifaxReports To: Surety Executive Underwriter – ManagerCompany Overview:Liberty Mutual Surety™, a business unit of Liberty Mutual Insurance, is the largest global surety. Conducting business worldwide through fronting relationships and Liberty-owned subsidiaries, we provide bonds in over 60 countries for construction firms, manufacturers and suppliers, and commercial enterprises on an account and transactional basis. We are committed to building mutually profitable relationships by providing smart business solutions, ease of doing business, and consistent, responsive service. Liberty Mutual Surety is dedicated to the communities we serve and highly values a diverse workforce in more than 16 countries.If you are unsure whether your experience matches every requirement below, we encourage you to apply anyway. We are looking for varied and diverse perspectives and experiences that we can add to our team!Our core values guide all of our decision-making and come to life through our benefits and employee programs. We offer:– A premier flexible work environment (a combination of on-site & remote work) supporting our employees in their pursuit of a healthy work-life balance– Competitive health & dental benefits plan– Market-leading pension plan– Competitive time off policy– External education & tuition reimbursement programs– Employee & Family Assistance Programs– An opportunity to get involved and become a member of one of our national employee committees – social responsibility, employee engagement, diversity, equity & inclusionThe Opportunity:Liberty Mutual Surety™ is seeking a Financial Analyst – Associate Underwriter or Underwriter, Surety in our Toronto, ON or Halifax, NS office. In this role, you will use your business and financial acumen to perform primary credit underwriting and financial/risk analysis, provide recommendations, and make decisions on new and existing accounts. Using your excellent people skills, you will market, underwrite, and service customers and accounts within an assigned territory. This is an excellent opportunity for a self-motivated financial professional looking to advance their career with a top surety company that focuses on its employees and customers first.Duties and Responsibilities:

  • Perform analytical evaluations of financial statements on both a static and trend basis. Determine an underwriting position and monitor present and historical financial position of risk through analysis of interim financial statements and work in progress data as appropriate. Recommend, implement and monitor milestones and potential exit strategy on accounts showing high risk trends.
  • Monitor an existing book of business from an underwriting standpoint. Continuously evaluate the qualitative characteristics of the business (new and existing) as assigned. Examples include utilization of self-audit programs and financial ratio analysis reports. Make recommendations to Manager for proper lines of authority to be submitted to Home Office. Monitor and control utilization of such lines to ensure compliance with guidelines.
  • Responsible for investigating, analyzing, and managing all necessary underwriting/accounting/workflow issues within framework of Surety policies and procedures.
  • Originate, lead, and underwrite surety transactions.
  • Analyze exposures and determine the appropriate surety coverage and conditions, risk exposure, loss history, and economic trends that may impact terms and conditions offered to the client.
  • Meet with customers from assigned territory to solicit business/submissions via marketing efforts and educate customers on Liberty Mutual Surety policies, procedures, appetite, and requirements. Act in a consultative capacity and discuss/review accounts and performance.
  • Develop/maintain strong relationships, meet with clients, and oversee a book of surety business. Meet production, marketing, and profitability goals as set by Manager and assist in business development. Develop a book of business strategy to broaden the portfolio with various accounts in compliance with given Underwriting Guidelines.
  • Attend client, broker and market meetings as well as regular meetings with internal and external stakeholders.
  • Ensure compliance with all applicable internal and external laws, regulations, policies, procedures and guidance.
  • Adhere to underwriting standards, instructions and best practice methodology in order to minimize risk as incorporated into the Underwriting Controls Framework.
  • Provide direction for topics to be addressed in meetings with customers.
  • Actively contribute to the team spirit and collaborate cross-country and cross-functionally with Liberty Mutual Canada. Identify cross-selling opportunities with other Liberty product line areas and meet goals as set by Manager.
  • Assist in market screening and the definition of appropriate policies and underwriting guidance.
  • Use of risk profiling and pricing tools.
  • Prepare and implement instructions for administering work flows and accounting/billing issues to service unique situations.
  • Perform special projects and other duties as assigned – bring creativity for the optimization of work flows and accounting/billing issues.

Skills & Qualifications:

  • Bachelor’s degree or equivalent, ideally in Finance or Accounting.
  • 2+ years financial/commercial credit underwriting experience highly preferred.
  • Mature and self-confident; ability to face clients, business partners and senior colleagues.
  • Strong problem-solving, marketing and account-management skills.
  • Must be detail-oriented, able to manage time and prioritize multiple tasks in a fast-paced environment.
  • Ability to work independently and manage many tasks simultaneously in addition to comfortably interacting with people in small groups and social situations.
  • Strong economic, political, current affairs understanding and knowledge.
  • Strong computer skills, in particular Word, Excel, Power Point and Outlook.
  • Strong level of numeracy, literacy and technology skills without losing the conceptual skills for the bigger picture.
  • Demonstrate strong collaboration and teamwork.
  • Ambitious self-starter.
  • Strong interpersonal and communication skills.

Liberty Mutual Surety is committed to fostering an inclusive, accessible environment where all employees feel valued and supported. We are committed to building a workforce that is representative of the communities we operate in and serve. If you require an accommodation for the recruitment/interview process due to a disability (which may be invisible or visible, temporary or permanent), please let us know and we will work with you to meet your needs.