928 Institutions jobs in the United States

Account Executive, Institutions

Canoe Intelligence

Posted 3 days ago

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Job Description

COMPANY: Canoe Intelligence

WEBSITE :

TITLE: Account Executive, Institutions

LOCATION:  Fully Remote - West Coast US

SALARY : $245,000 - $260,000 OTE (base plus commission), plus equity

The Role:

As an Account Executive, Institutions at Canoe Intelligence, you will develop and execute strategies to identify, engage, and close new business opportunities within our Institutional Segment. The position's primary goal will be to drive revenue growth by establishing strong relationships with key decision-makers and influencers within target institutions.

What You’ll Do:

  • Identify and target potential West Coast based clients
  • Build and maintain a strong sales pipeline through proactive prospecting and lead generation activities
  • Conduct thorough research to understand the needs, pain points, and priorities of prospective clients
  • Develop and deliver compelling sales presentations and product demonstrations to showcase the value of Canoe Intelligence's solutions
  • Collaborate with internal teams, including sales engineering, business development, marketing, and client success, to ensure a seamless client onboarding and implementation process
  • Negotiate contract terms and pricing agreements to drive successful deal closures
  • Provide accurate sales forecasts and reports to the sales management team
  • Stay up-to-date with industry trends, competitive landscape, and regulatory changes that impact the institutional sector

What We’re Looking For:

  • 5+ year track record of success in fintech sales and business development or comparable industry with exposure to the pension, foundation and endowment vertical
  • Strong knowledge of the alternative investment industry, including key players, industry regulations, and market trends
  • Excellent communication and presentation skills, with the ability to effectively articulate complex concepts to both technical and non-technical audiences
  • Demonstrated ability to build and maintain relationships with senior-level decision makers and influencers
  • Strong negotiation and closing skills, with a focus on driving revenue growth
  • Self-motivated, proactive, and results-oriented mindset
  • Ability to work effectively in a fast-paced, dynamic startup environment
  • Proficiency in CRM software and other sales productivity tools
  • College educated, Bachelor’s degree highly preferred

What You’ll Get:

  • Medical, dental, vision benefits
  • Flexible PTO
  • 401(k)
  • Flexible work from home policy
  • Home office stipend
  • Employee Assistance Program
  • Gym/Wifi reimbursement
  • Education assistance
  • Parental Leave

Our Values:

  • Client First —> Listen, and deliver client-centric solutions
  • Be An Owner —> Take initiative, improve situations, drive positive outcomes
  • Excellence —> Always set the highest standard for yourself and others
  • Win Together —> 1 + 1 = 3

Who We Are:

Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm.

Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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AGENCIES & INSTITUTIONS LICENSING SPECIALIST

61825 Champaign, Illinois State of Illinois

Posted 3 days ago

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Job Description

The Illinois Department of Children and Family Services is seeking an organized, professional, and energetic individual to serve as Agencies & Institutions Licensing Specialist. Under general supervision, this position will conduct and/or provide inp Licensing Specialist, Specialist, Monitoring, Healthcare, Management

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Sr. Claims Specialist - Financial Institutions

07701 Red Bank, New Jersey Axis Services

Posted 3 days ago

Job Viewed

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Job Description

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture. As a member of AXIS, you join a team that is among the best in the industry.

At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.

All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil union status, family or parental status, or any other characteristic protected by law. Accommodation is available upon request for candidates taking part in the selection process.

AXIS is seeking a Senior Claims Specialist- Financial Institutions - Claims to join our North America Claims team and will report to the Head of Management Liability – Financial Institutions Claims. The selected candidate will work closely with colleagues across AXIS Insurance including North American Claims and International Claims and the Financial Institutions (FI) Business Unit in order to develop and drive an industry leading claims offering and strategy.

This role will be responsible for:

  • Handling and managing a wide variety of Management Liability Claims including Bankers Professional Liability (BPL), Investment Advisors, Private Equity Errors and Omissions (E&O)/D&O, Insurance Company Professional Liability (ICPL). A plus would be experience with Transactional Liability claims including Representations and Warranty, Judgment Preservation & Contingent Risk.

  • Investigation, analysis and evaluation of coverage liability and damages, within best practices and maintain appropriate documentation

  • Providing technical advice, training and guidance as needed to junior team members and internal business partners

  • Reviewing financial institutions claims to determine nature of loss, coverage provided, and scope of claim and to guide strategic direction regarding settlement/disposition of claims

  • Developing and maintaining relationships with internal and external partners

  • Escalating coverage issues and recommending outside coverage counsel assignments for approval, where warranted

  • Formulating claims and litigation strategies, assigning, directing, and managing outside counsel

  • Managing costs, including use of coverage counsel and litigation costs as well as collaborating and working with the Litigation Management and Vendor Management teams ensuring cost management and the development and enhancement of panel counsel

  • Fostering relationships and communicating extensively with senior executives, brokers, reinsurers, actuaries, underwriters, insureds, and auditors (both external and internal)

  • Supporting underwriting inquiries and information requests and drafting, reporting claim trends, data analysis, and risk assessments

  • Leading and participating in presentations and discussions with Underwriters and Insureds on large losses and claim trends

  • Participating in claim audits

  • Participate in special projects and department initiatives.

  • Identifying, liability and coverage trends and issues with both individual and portfolio impact and formulating the processes and strategies for handling such claims as well as ensuring accurate and consistent claims management across impacted underwriting segments and lines of business.

  • Other duties as assigned

Qualifications:

• Juris Doctorate

• Minimum of 5-7 years of experience handling Management Liability claims

• Demonstrated ability to work effectively as part of a team, meet deadlines, and successfully perform in a changing and at times, challenging work environment

• High exposure/complex claim exposure evaluation skills

• Demonstrated ability to manage the “flow” associated with FI claims and manage KPIs

• Excellent negotiation, communication and interpersonal skills.

KEY SKILLS & ABILITIES:

Minimum of 5-7 years of Management Liability claims management experience. as well as:

  • Possess required states’ claims adjusters licenses or ability to obtain such licenses as required within 90-120 days of hiring (preferred states are NY, CA, FL, and/or TX, among others)

  • Demonstrated leadership, organizational, and management skills or experience practicing law as well as claims management (both directly managed and TPA managed claims)

  • Demonstrated ability to influence and collaborate at all organizational levels, both internally and externally as well as the ability to identify and resolve complex, disputed claims

  • Analytical thinker that can drive results using all facets of the legal and claims processes

  • Understanding of and ability to balance both the immediate claim issues as well as the broader portfolio impact and customer service impact of coverage disputes and issues

  • Excellent oral and written communication skills with the ability to deal effectively with people with conflicting expectations, differing opinions, and multiple viewpoints

  • Demonstrated ability and experience handling management liability claims involving a wide variety of loss scenarios as well as reporting and presenting about same to senior management

  • In-depth knowledge of claims, litigation, arbitration, and trial processes as well as excellent analytical, investigative, and negotiating skills

  • Juris Doctorate required. Admitted to practice a plus.

  • Technical knowledge, skills, and training within the field to include:

  • Complex coverage analysis and experience required

  • Financial Institutions knowledge is required

  • Confidence in coverage, evaluation and reserving

  • Excellent presentation, writing and editing skills

  • Solid negotiation and settlement skills

  • Supervisory perspective, with experience providing direction and authority to adjusters

  • Familiarity with KPI, Data, and Metrics a plus

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Sr. Claims Specialist - Financial Institutions

10261 New York, New York AXIS Capital

Posted 3 days ago

Job Viewed

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Job Description

This is your opportunity to join AXIS Capital - a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture. As a member of AXIS, you join a team that is among the best in the industry.

At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.

All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil union status, family or parental status, or any other characteristic protected by law. Accommodation is available upon request for candidates taking part in the selection process.

AXIS is seeking a Senior Claims Specialist- Financial Institutions - Claims to join our North America Claims team and will report to the Head of Management Liability - Financial Institutions Claims. The selected candidate will work closely with colleagues across AXIS Insurance including North American Claims and International Claims and the Financial Institutions (FI) Business Unit in order to develop and drive an industry leading claims offering and strategy.

This role will be responsible for:

  • Handling and managing a wide variety of Management Liability Claims including Bankers Professional Liability (BPL), Investment Advisors, Private Equity Errors and Omissions (E&O)/D&O, Insurance Company Professional Liability (ICPL). A plus would be experience with Transactional Liability claims including Representations and Warranty, Judgment Preservation & Contingent Risk.
  • Investigation, analysis and evaluation of coverage liability and damages, within best practices and maintain appropriate documentation
  • Providing technical advice, training and guidance as needed to junior team members and internal business partners
  • Reviewing financial institutions claims to determine nature of loss, coverage provided, and scope of claim and to guide strategic direction regarding settlement/disposition of claims
  • Developing and maintaining relationships with internal and external partners
  • Escalating coverage issues and recommending outside coverage counsel assignments for approval, where warranted
  • Formulating claims and litigation strategies, assigning, directing, and managing outside counsel
  • Managing costs, including use of coverage counsel and litigation costs as well as collaborating and working with the Litigation Management and Vendor Management teams ensuring cost management and the development and enhancement of panel counsel
  • Fostering relationships and communicating extensively with senior executives, brokers, reinsurers, actuaries, underwriters, insureds, and auditors (both external and internal)
  • Supporting underwriting inquiries and information requests and drafting, reporting claim trends, data analysis, and risk assessments
  • Leading and participating in presentations and discussions with Underwriters and Insureds on large losses and claim trends
  • Participating in claim audits
  • Participate in special projects and department initiatives.
  • Identifying, liability and coverage trends and issues with both individual and portfolio impact and formulating the processes and strategies for handling such claims as well as ensuring accurate and consistent claims management across impacted underwriting segments and lines of business.
  • Other duties as assigned

Qualifications:

*Juris Doctorate

*Minimum of 5-7 years of experience handling Management Liability claims

*Demonstrated ability to work effectively as part of a team, meet deadlines, and successfully perform in a changing and at times, challenging work environment
*High exposure/complex claim exposure evaluation skills
*Demonstrated ability to manage the "flow" associated with FI claims and manage KPIs
*Excellent negotiation, communication and interpersonal skills.

KEY SKILLS & ABILITIES:

Minimum of 5-7 years of Management Liability claims management experience. as well as:

  • Possess required states' claims adjusters licenses or ability to obtain such licenses as required within 90-120 days of hiring (preferred states are NY, CA, FL, and/or TX, among others)
  • Demonstrated leadership, organizational, and management skills or experience practicing law as well as claims management (both directly managed and TPA managed claims)
  • Demonstrated ability to influence and collaborate at all organizational levels, both internally and externally as well as the ability to identify and resolve complex, disputed claims
  • Analytical thinker that can drive results using all facets of the legal and claims processes
  • Understanding of and ability to balance both the immediate claim issues as well as the broader portfolio impact and customer service impact of coverage disputes and issues
  • Excellent oral and written communication skills with the ability to deal effectively with people with conflicting expectations, differing opinions, and multiple viewpoints
  • Demonstrated ability and experience handling management liability claims involving a wide variety of loss scenarios as well as reporting and presenting about same to senior management
  • In-depth knowledge of claims, litigation, arbitration, and trial processes as well as excellent analytical, investigative, and negotiating skills
  • Juris Doctorate required. Admitted to practice a plus.
  • Technical knowledge, skills, and training within the field to include:
    • Complex coverage analysis and experience required
    • Financial Institutions knowledge is required
    • Confidence in coverage, evaluation and reserving
    • Excellent presentation, writing and editing skills
    • Solid negotiation and settlement skills
    • Supervisory perspective, with experience providing direction and authority to adjusters
    • Familiarity with KPI, Data, and Metrics a plus
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Sr. Claims Specialist - Financial Institutions

08543 Princeton, New Jersey Axis Services

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture. As a member of AXIS, you join a team that is among the best in the industry.

At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.

All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil union status, family or parental status, or any other characteristic protected by law. Accommodation is available upon request for candidates taking part in the selection process.

AXIS is seeking a Senior Claims Specialist- Financial Institutions - Claims to join our North America Claims team and will report to the Head of Management Liability – Financial Institutions Claims. The selected candidate will work closely with colleagues across AXIS Insurance including North American Claims and International Claims and the Financial Institutions (FI) Business Unit in order to develop and drive an industry leading claims offering and strategy.

This role will be responsible for:

  • Handling and managing a wide variety of Management Liability Claims including Bankers Professional Liability (BPL), Investment Advisors, Private Equity Errors and Omissions (E&O)/D&O, Insurance Company Professional Liability (ICPL). A plus would be experience with Transactional Liability claims including Representations and Warranty, Judgment Preservation & Contingent Risk.

  • Investigation, analysis and evaluation of coverage liability and damages, within best practices and maintain appropriate documentation

  • Providing technical advice, training and guidance as needed to junior team members and internal business partners

  • Reviewing financial institutions claims to determine nature of loss, coverage provided, and scope of claim and to guide strategic direction regarding settlement/disposition of claims

  • Developing and maintaining relationships with internal and external partners

  • Escalating coverage issues and recommending outside coverage counsel assignments for approval, where warranted

  • Formulating claims and litigation strategies, assigning, directing, and managing outside counsel

  • Managing costs, including use of coverage counsel and litigation costs as well as collaborating and working with the Litigation Management and Vendor Management teams ensuring cost management and the development and enhancement of panel counsel

  • Fostering relationships and communicating extensively with senior executives, brokers, reinsurers, actuaries, underwriters, insureds, and auditors (both external and internal)

  • Supporting underwriting inquiries and information requests and drafting, reporting claim trends, data analysis, and risk assessments

  • Leading and participating in presentations and discussions with Underwriters and Insureds on large losses and claim trends

  • Participating in claim audits

  • Participate in special projects and department initiatives.

  • Identifying, liability and coverage trends and issues with both individual and portfolio impact and formulating the processes and strategies for handling such claims as well as ensuring accurate and consistent claims management across impacted underwriting segments and lines of business.

  • Other duties as assigned

Qualifications:

• Juris Doctorate

• Minimum of 5-7 years of experience handling Management Liability claims

• Demonstrated ability to work effectively as part of a team, meet deadlines, and successfully perform in a changing and at times, challenging work environment

• High exposure/complex claim exposure evaluation skills

• Demonstrated ability to manage the “flow” associated with FI claims and manage KPIs

• Excellent negotiation, communication and interpersonal skills.

KEY SKILLS & ABILITIES:

Minimum of 5-7 years of Management Liability claims management experience. as well as:

  • Possess required states’ claims adjusters licenses or ability to obtain such licenses as required within 90-120 days of hiring (preferred states are NY, CA, FL, and/or TX, among others)

  • Demonstrated leadership, organizational, and management skills or experience practicing law as well as claims management (both directly managed and TPA managed claims)

  • Demonstrated ability to influence and collaborate at all organizational levels, both internally and externally as well as the ability to identify and resolve complex, disputed claims

  • Analytical thinker that can drive results using all facets of the legal and claims processes

  • Understanding of and ability to balance both the immediate claim issues as well as the broader portfolio impact and customer service impact of coverage disputes and issues

  • Excellent oral and written communication skills with the ability to deal effectively with people with conflicting expectations, differing opinions, and multiple viewpoints

  • Demonstrated ability and experience handling management liability claims involving a wide variety of loss scenarios as well as reporting and presenting about same to senior management

  • In-depth knowledge of claims, litigation, arbitration, and trial processes as well as excellent analytical, investigative, and negotiating skills

  • Juris Doctorate required. Admitted to practice a plus.

  • Technical knowledge, skills, and training within the field to include:

  • Complex coverage analysis and experience required

  • Financial Institutions knowledge is required

  • Confidence in coverage, evaluation and reserving

  • Excellent presentation, writing and editing skills

  • Solid negotiation and settlement skills

  • Supervisory perspective, with experience providing direction and authority to adjusters

  • Familiarity with KPI, Data, and Metrics a plus

View Now

Sr. Claims Specialist - Financial Institutions

08543 Princeton, New Jersey AXIS Capital

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

This is your opportunity to join AXIS Capital - a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture. As a member of AXIS, you join a team that is among the best in the industry.

At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.

All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil union status, family or parental status, or any other characteristic protected by law. Accommodation is available upon request for candidates taking part in the selection process.

AXIS is seeking a Senior Claims Specialist- Financial Institutions - Claims to join our North America Claims team and will report to the Head of Management Liability - Financial Institutions Claims. The selected candidate will work closely with colleagues across AXIS Insurance including North American Claims and International Claims and the Financial Institutions (FI) Business Unit in order to develop and drive an industry leading claims offering and strategy.

This role will be responsible for:

  • Handling and managing a wide variety of Management Liability Claims including Bankers Professional Liability (BPL), Investment Advisors, Private Equity Errors and Omissions (E&O)/D&O, Insurance Company Professional Liability (ICPL). A plus would be experience with Transactional Liability claims including Representations and Warranty, Judgment Preservation & Contingent Risk.
  • Investigation, analysis and evaluation of coverage liability and damages, within best practices and maintain appropriate documentation
  • Providing technical advice, training and guidance as needed to junior team members and internal business partners
  • Reviewing financial institutions claims to determine nature of loss, coverage provided, and scope of claim and to guide strategic direction regarding settlement/disposition of claims
  • Developing and maintaining relationships with internal and external partners
  • Escalating coverage issues and recommending outside coverage counsel assignments for approval, where warranted
  • Formulating claims and litigation strategies, assigning, directing, and managing outside counsel
  • Managing costs, including use of coverage counsel and litigation costs as well as collaborating and working with the Litigation Management and Vendor Management teams ensuring cost management and the development and enhancement of panel counsel
  • Fostering relationships and communicating extensively with senior executives, brokers, reinsurers, actuaries, underwriters, insureds, and auditors (both external and internal)
  • Supporting underwriting inquiries and information requests and drafting, reporting claim trends, data analysis, and risk assessments
  • Leading and participating in presentations and discussions with Underwriters and Insureds on large losses and claim trends
  • Participating in claim audits
  • Participate in special projects and department initiatives.
  • Identifying, liability and coverage trends and issues with both individual and portfolio impact and formulating the processes and strategies for handling such claims as well as ensuring accurate and consistent claims management across impacted underwriting segments and lines of business.
  • Other duties as assigned

Qualifications:

*Juris Doctorate

*Minimum of 5-7 years of experience handling Management Liability claims

*Demonstrated ability to work effectively as part of a team, meet deadlines, and successfully perform in a changing and at times, challenging work environment
*High exposure/complex claim exposure evaluation skills
*Demonstrated ability to manage the "flow" associated with FI claims and manage KPIs
*Excellent negotiation, communication and interpersonal skills.

KEY SKILLS & ABILITIES:

Minimum of 5-7 years of Management Liability claims management experience. as well as:

  • Possess required states' claims adjusters licenses or ability to obtain such licenses as required within 90-120 days of hiring (preferred states are NY, CA, FL, and/or TX, among others)
  • Demonstrated leadership, organizational, and management skills or experience practicing law as well as claims management (both directly managed and TPA managed claims)
  • Demonstrated ability to influence and collaborate at all organizational levels, both internally and externally as well as the ability to identify and resolve complex, disputed claims
  • Analytical thinker that can drive results using all facets of the legal and claims processes
  • Understanding of and ability to balance both the immediate claim issues as well as the broader portfolio impact and customer service impact of coverage disputes and issues
  • Excellent oral and written communication skills with the ability to deal effectively with people with conflicting expectations, differing opinions, and multiple viewpoints
  • Demonstrated ability and experience handling management liability claims involving a wide variety of loss scenarios as well as reporting and presenting about same to senior management
  • In-depth knowledge of claims, litigation, arbitration, and trial processes as well as excellent analytical, investigative, and negotiating skills
  • Juris Doctorate required. Admitted to practice a plus.
  • Technical knowledge, skills, and training within the field to include:
    • Complex coverage analysis and experience required
    • Financial Institutions knowledge is required
    • Confidence in coverage, evaluation and reserving
    • Excellent presentation, writing and editing skills
    • Solid negotiation and settlement skills
    • Supervisory perspective, with experience providing direction and authority to adjusters
    • Familiarity with KPI, Data, and Metrics a plus
View Now

Sr. Claims Specialist - Financial Institutions

07701 Red Bank, New Jersey AXIS Capital

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

This is your opportunity to join AXIS Capital - a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture. As a member of AXIS, you join a team that is among the best in the industry.

At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.

All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil union status, family or parental status, or any other characteristic protected by law. Accommodation is available upon request for candidates taking part in the selection process.

AXIS is seeking a Senior Claims Specialist- Financial Institutions - Claims to join our North America Claims team and will report to the Head of Management Liability - Financial Institutions Claims. The selected candidate will work closely with colleagues across AXIS Insurance including North American Claims and International Claims and the Financial Institutions (FI) Business Unit in order to develop and drive an industry leading claims offering and strategy.

This role will be responsible for:

  • Handling and managing a wide variety of Management Liability Claims including Bankers Professional Liability (BPL), Investment Advisors, Private Equity Errors and Omissions (E&O)/D&O, Insurance Company Professional Liability (ICPL). A plus would be experience with Transactional Liability claims including Representations and Warranty, Judgment Preservation & Contingent Risk.
  • Investigation, analysis and evaluation of coverage liability and damages, within best practices and maintain appropriate documentation
  • Providing technical advice, training and guidance as needed to junior team members and internal business partners
  • Reviewing financial institutions claims to determine nature of loss, coverage provided, and scope of claim and to guide strategic direction regarding settlement/disposition of claims
  • Developing and maintaining relationships with internal and external partners
  • Escalating coverage issues and recommending outside coverage counsel assignments for approval, where warranted
  • Formulating claims and litigation strategies, assigning, directing, and managing outside counsel
  • Managing costs, including use of coverage counsel and litigation costs as well as collaborating and working with the Litigation Management and Vendor Management teams ensuring cost management and the development and enhancement of panel counsel
  • Fostering relationships and communicating extensively with senior executives, brokers, reinsurers, actuaries, underwriters, insureds, and auditors (both external and internal)
  • Supporting underwriting inquiries and information requests and drafting, reporting claim trends, data analysis, and risk assessments
  • Leading and participating in presentations and discussions with Underwriters and Insureds on large losses and claim trends
  • Participating in claim audits
  • Participate in special projects and department initiatives.
  • Identifying, liability and coverage trends and issues with both individual and portfolio impact and formulating the processes and strategies for handling such claims as well as ensuring accurate and consistent claims management across impacted underwriting segments and lines of business.
  • Other duties as assigned

Qualifications:

*Juris Doctorate

*Minimum of 5-7 years of experience handling Management Liability claims

*Demonstrated ability to work effectively as part of a team, meet deadlines, and successfully perform in a changing and at times, challenging work environment
*High exposure/complex claim exposure evaluation skills
*Demonstrated ability to manage the "flow" associated with FI claims and manage KPIs
*Excellent negotiation, communication and interpersonal skills.

KEY SKILLS & ABILITIES:

Minimum of 5-7 years of Management Liability claims management experience. as well as:

  • Possess required states' claims adjusters licenses or ability to obtain such licenses as required within 90-120 days of hiring (preferred states are NY, CA, FL, and/or TX, among others)
  • Demonstrated leadership, organizational, and management skills or experience practicing law as well as claims management (both directly managed and TPA managed claims)
  • Demonstrated ability to influence and collaborate at all organizational levels, both internally and externally as well as the ability to identify and resolve complex, disputed claims
  • Analytical thinker that can drive results using all facets of the legal and claims processes
  • Understanding of and ability to balance both the immediate claim issues as well as the broader portfolio impact and customer service impact of coverage disputes and issues
  • Excellent oral and written communication skills with the ability to deal effectively with people with conflicting expectations, differing opinions, and multiple viewpoints
  • Demonstrated ability and experience handling management liability claims involving a wide variety of loss scenarios as well as reporting and presenting about same to senior management
  • In-depth knowledge of claims, litigation, arbitration, and trial processes as well as excellent analytical, investigative, and negotiating skills
  • Juris Doctorate required. Admitted to practice a plus.
  • Technical knowledge, skills, and training within the field to include:
    • Complex coverage analysis and experience required
    • Financial Institutions knowledge is required
    • Confidence in coverage, evaluation and reserving
    • Excellent presentation, writing and editing skills
    • Solid negotiation and settlement skills
    • Supervisory perspective, with experience providing direction and authority to adjusters
    • Familiarity with KPI, Data, and Metrics a plus
View Now
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Senior Claims Expert - Financial Institutions

07701 Red Bank, New Jersey AXIS Capital

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

Join AXIS Capital, a leading global provider of specialty lines insurance and reinsurance, committed to exceptional client service and intelligent risk management. By becoming part of our team, you will thrive in an entrepreneurial and ethical work environment where diversity and inclusion are paramount.

AXIS is proud to consider all qualified applicants for employment, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability, age, marital status, or any other characteristic protected by law. We are dedicated to providing accommodations for candidates during the selection process upon request.

We are currently seeking a Senior Claims Expert - Financial Institutions to enhance our North America Claims team. This role will report to the Head of Management Liability - Financial Institutions Claims. In this position, you will collaborate with colleagues across AXIS Insurance, including North American and International Claims, as well as the Financial Institutions Business Unit, to shape and implement a leading claims strategy.

Your key responsibilities will include:

  • Managing a diverse array of Management Liability Claims, such as Bankers Professional Liability (BPL), Investment Advisors, Private Equity Errors and Omissions (E&O), and D&O claims. Experience with Transactional Liability claims, including Representations and Warranties and Contingent Risk, is a plus.
  • Conducting thorough investigations and evaluations of coverage, liability, and damages, ensuring adherence to best practices and maintaining comprehensive documentation.
  • Providing essential technical advice, training, and mentorship to junior team members and internal stakeholders.
  • Analyzing financial institution claims to determine loss nature, coverage, and claim scope, guiding strategic decisions on settlements.
  • Building and nurturing relationships with internal and external partners.
  • Addressing coverage issues swiftly and recommending external coverage counsel as necessary.
  • Developing claims and litigation strategies, overseeing outside counsel assignments, and managing associated costs with a focus on efficiency.
  • Communicating extensively and fostering relationships with senior executives, brokers, reinsurers, underwriters, and auditors.
  • Supporting underwriting inquiries and drafting insightful reports on claim trends and risk assessments.
  • Leading presentations and discussions concerning large loss claims and prevailing trends with Underwriters and Insureds.
  • Participating in claim audits and special projects addressing department initiatives.
  • Identifying and analyzing liability and coverage trends with a focus on improving processes and ensuring consistent claims management across business segments.
  • Performing other related duties as assigned.

Qualifications:

* Juris Doctorate required.

* 5-7 years of experience in Management Liability claims handling.

* Proven track record of teamwork, meeting deadlines, and thriving in dynamic work environments.

* High-level skills in evaluating complex claims with substantial exposure.

* Exceptional ability to manage the flow of Financial Institutions claims and KPIs.

* Strong negotiation, communication, and interpersonal skills.

KEY SKILLS & ABILITIES:

* Minimum of 5-7 years in Management Liability claims management.

  • Possess or obtain required state claims adjuster licenses within 90-120 days of hiring (preferred states are NY, CA, FL, and TX).
  • Exhibit leadership and organizational skills or have experience in legal practice alongside claims management.
  • Ability to influence and collaborate across all organizational levels, adept at resolving complex claims.
  • Analytical and results-driven thinker with a comprehensive understanding of both immediate claim issues and broader portfolio impacts.
  • Strong oral and written communication skills, capable of addressing conflicting expectations and viewpoints.
  • Experience handling diverse management liability claims and presenting reports to senior management.
  • Thorough knowledge of claims, litigation processes, and excellent analytical, investigative, and negotiation capabilities.
  • Technical prowess in complex coverage analysis, financial institutions knowledge, coverage evaluation, and reserving.
  • Excellent written communication and presentation skills.
  • Proven supervisory experience with a track record of guiding teams effectively.
  • Familiarity with KPIs, data analysis, and metrics is a plus.
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Product Lead, Fintech & Financial Institutions

10261 New York, New York Alchemy

Posted 4 days ago

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Job Description

Our Mission

Our mission is to bring web3 to a billion people, by providing builders with the tools they need to build exceptional onchain products. Alchemy is the only complete developer platform that offers the powerful APIs, SDKs, and tools necessary to build and scale onchain apps and rollups.

Our infrastructure powers 70% of the top web3 teams, 90%+ of web2 companies building in web3 and 100+ million end users. Our customers include top web3 brands like Polymarket, OpenSea, Circle, WorldCoin, as well as major global brands like Shopify and Adobe.

The Alchemy team draws from decades of deep expertise in massively scalable infrastructure, AI, and blockchain from leadership roles at leading companies and universities like Google, Microsoft, Facebook, Stanford, and MIT.

We're backed by the world's leading VCs and institutions, including: Lightspeed, Silver Lake, a16z, Coatue, Pantera, Addition, Stanford University, Coinbase, and Charles Schwab, among others.

About The Role

We are seeking a Product Lead to own the direction of our Fintech & Financial Institution team. Starting in 2025, we are seeing a massive wave of adoption of blockchain across a wide range of financial use cases - from investing and trading, to money movements and tokenization. The increase in regulatory clarity and coming of age of stablecoins allows many traditional financial applications to be rebased on blockchains, to reap the benefits of global, fast, cheap transactions and settlements.

In this role, you will drive our strategy on how to best serve the needs of this new class of users. We already work closely with several of them Robinhood, Stripe, JP Morgan - offering some of the key building blocks they need to interact with blockchains. We seek to expand our Developer Platform offering to support the scale and new types of applications that they seek to build.

As the leader for this new segment of users, you'll work closely with our founders, Head of Marketing, Head of Sales, and other cross-functional leaders to drive some of the most important outcomes for Alchemy.
What You'll Do
  • Set long-term strategy with company leadership (incl. CEO, CTO, Head of Engineering).
  • Lead engagements with our customers, including top fintechs & financial institutions to understand what they really need.
  • Shape product roadmaps & requirements based on deep collaboration with customers and partners like Optimism and Arbitrum.
  • Design and execute go-to-market plan to best serve Fintechs and Financial Institutions.
  • Evangelize Alchemy's Developer Platform through industry thought leadership.
What we're looking for
  • Previous experience both working at Fintechs / Financial Institutions, and serving their needs.
  • 5+ years of experience working closely with customers (user interviews, product led sales, etc.).
  • 2+ years of experience in web3 / crypto.
  • Deep technical expertise through experience with developer products as a Product Manager, direct experience in Software Engineering, or a technical degree.
  • Stellar written and verbal communication skills.
  • 3+ years of people management experience preferred.
Benefits and Perks:

Medical, Dental, & Vision
Gym Reimbursement
Home Office Build-out Budget
In-Office Group Meals
Wellbeing & Mental Health Perks
Learning & Development Stipend
Company Sponsored Conferences & Events
HSA and FSA Plans
Fertility Benefits
More on the Role

Alchemy is committed to offering competitive compensation, including base salary as well as equity. Additionally, Alchemy offers comprehensive medical, dental, and vision coverage, as well as other benefits such as 401k and unlimited flexible time off.

The base salary range for this position is estimated to be between $135,000 - $350,000 annually. Please note this range reflects base salary only, and does not include bonus, equity, or benefits. Your salary will be determined by various factors, including relevant experience, skill set, qualifications, and other business needs.
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Director, Portfolio Management - Financial Institutions

62762 Springfield, Illinois Huntington National Bank

Posted today

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Job Description

Description
Summary:Huntington's Director, Portfolio Management will manage a book of business in the bank's Financial Institutions (FIG) vertical within Huntington's Corporate Specialty and Government Banking group. The Director, Portfolio Management services and, in conjunction with Relationship Management, deepens an assigned portfolio of clients by proactively identifying and evaluating opportunities and mitigating associated business risks, in accordance with Huntington policies, procedures, and guiding principles. Please note: preferred locations are Pittsburgh, PA; Charlotte, NC; Columbus / Cincinnati / Cleveland / Akron, Ohio; Chicago, Illinois
Duties and Responsibilities:
+ Underwrite and close broadly syndicated, complex commercial loans
+ Understanding of Financial Institutions Insurance
+ Provide credit recommendations to the appropriate level of credit administration
+ Review loan documentation in consultation with legal counsel
+ Manage risk on an ongoing basis by monitoring customer credit worthiness, adherence to loan terms and general business conditions
+ Manage annual reviews and renewals, portfolio reviews, collateral exceptions, borrowing bases, delinquencies and other reporting
+ As appropriate, assist in optimizing customer relationships working with Relationship Managers, Treasury Management, Capital Markets and other team members
Basic Qualifications:
+ Bachelor's degree required
+ 7 or more years of Financial Institution portfolio management experience
Preferred Qualifications:
+ Insurance experience in Property Causality and Life is highly preferred
+ 10 years of diversified banking experience including portfolio management experience and positions of increasing responsibility, with 5 years of expertise in the FIG space. Leverage lending expertise a plus.
+ Industry knowledge and established networks within the FIG sector highly preferred
+ Completion of formalized credit training program
+ Demonstrated success structuring complex credits; researching, judging and presenting information verbally and in writing; creating documentation to support the credit and minimize risk
+ Proven ability to manage workflow and deadlines, while effectively balancing competing priorities
+ Demonstrated leadership experience by providing coaching, skill development and feedback to team members
+ Proven negotiation skills
+ Proficiency using Microsoft Word and Excel and other software applications that are supportive of the loan underwriting process
+ Strong written and verbal communication skills
+ High degree of professionalism
#LI-MK1
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$93,000.00- $189,000.00 Annual Salary
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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