FT Business Analyst Small Business Development Center Dreambuilder Facilitator

85635 Sierra Vista, Arizona Cochise College

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The Business Analyst - SBDC Dreambuilder Facilitator is responsible for assisting entrepreneurs to start and grow their businesses by providing a step-by-step framework and online courses through ., providing business analysis, counse Business Analyst, Business Development, Business, Builder, Facilitator, Development, Business Services

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FT Business Analyst - Small Business Development Center Dreambuilder Facilitator

85223 Arizona City, Arizona Cochise College

Posted 6 days ago

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Job Description

Salary: $25.38 - $28.93 Hourly
Location : Downtown Center - District Wide, AZ
Job Type: Full-time
Job Number: 2501847-001035
Division: FT--Academics
Departments: FT--Academics - Workforce
Opening Date: 08/15/2025
FLSA: Non-Exempt
Remote Work Eligible: No
Pay Grade: NE08 - Grant Funding ends Dec. 2027
Duration/Parameters: 40 Hours/Week; 12 Months/Year

Position Summary
Position Summary: The Business Analyst - SBDC Dreambuilder Facilitator is responsible for assisting entrepreneurs to start and grow their businesses by providing a step-by-step framework and online courses through Dreambuilder.org., providing business analysis, counseling, and training to small business owners and managers, and for serving as a resource for service area businesses and assisting in identifying development opportunities for seminars and workshops in support of the department mission.
Essential Functions : As defined under the Americans with Disabilities Act, may include any of the following tasks, knowledge, skills, and other characteristics. This list is ILLUSTRATIVE ONLY, and is not a comprehensive listing of all functions and tasks performed by incumbents of this class.

Note: This job posting is open until filled. Applications are reviewed upon receipt. Cochise College requires a post-offer, pre-employment background screening of all employees.
Marketing Statement

Cochise College serves the residents of Cochise County from two campuses and four centers throughout Southern Arizona with panoramic views of five different mountain ranges. The college has been recognized nationally for its cost, return on investment, and high success rate; providing over 90 general and technical education programs leading to a variety of workforce certificates and associate degrees. The college is accredited by the Higher Learning Commission and is a designated Hispanic-Serving Institution (HSI).
Duties and Responsibilities
Duties and Responsibilities: Within the scope of college policies and procedures, this position:

Completes the required AZSBDC State Office Dreambuilder onboarding training that includes Dreambuilder dashboard usage, Center IC (CIC) usage for documenting one-to-one advising activity, marketing guidelines, reporting responsibilities, and AZSBDC New Employee Foundation onboarding training

Prepares the Dreambuilder instructional content that includes the cohort program format, gathers and prepares the instructional materials for the center's cohort sessions, modifies materials to suit the cohort's needs, coordinates with the AZSBDC state office program manager in cohort preparation and selection

Facilitates and advises the Dreambuilder cohort by planning, scheduling, and promoting cohort sessions, identifies and invites guest speakers for in-person sessions with topics aligned to the online Dreambuilder program modules; guides participants through program completion, providing one-to-one business advising program graduates; plans and conducts cohort graduation celebrations

Attends regularly scheduled best-practice sharing meetings with other AZSBDC Dreambuilder Facilitators each quarter; participates in regular SBDC Center staff meetings as determined appropriate by the SBDC Director

Completes reporting requirements, including attendance at monthly AZSBDC state meetings; providing regular and timely one-to-one advising notes, forecasting entries, capital infusion, sales growth and jobs data; works with the SBDC host grant department to ensure timely reporting to the AZSBDC State Office and program manager; reports participant success stories to the AZSBDC State Office program manager quarterly

Analyzes current and potential SBDC client business needs; develops a specific course of action; makes recommendations or referrals to internal programs or outside agencies, provides technical advice, problem solving assistance, and responds to questions and requests for information; provides business assistance services in accordance with Small Business Administration guidelines and procedures

Participates in SBDC-wide development and presentation of business development workshops and courses for current and prospective clients in response to identified needs, demand, and local area economic development; develops promotional materials for public distribution to promote the department program; establishes goals and objectives for the program and recommends revisions to program procedures; works towards program goal achievement

Represents the SBDC in community groups and with private sector partners/co-sponsors, primarily in the outlying areas of Cochise County; promotes the SBDC and related services through outreach, canvassing, and strategic contacting; recruits and refers SBDC clients and program participants

Develops promotional materials for public distribution; establishes goals and objectives for the program and recommends revisions to program procedures; participates in the preparation of proposals for new or continued funding from outside sponsors; prepares various reports with accuracy, including compliance metric reports, for college administration or sponsoring agencies

Performs other related duties as assigned

General Expectations: Employees are expected to accomplish assigned duties in an efficient, effective and competent manner and to strive for improvement and excellence in all work performed. Additionally, employees must understand the comprehensive role of the community college and cooperate and work harmoniously with students, faculty and staff, and the public. Employees will follow all college policies, rules, regulations and guidelines as they relate to this position.

Education and Experience; Knowledge, Skills and Abilities
Education and Experience Requirements:

Bachelor's degree in business administration or a related field from an institution accredited by an institutional accrediting body of higher learning recognized by the US Department of Education

Four years' related experience

Valid drivers' license and access to reliable personal transportation

Preference may be given to applicants with business ownership experience or have served in a managerial decision-making role

An equivalent combination of education and/or experience from which comparable knowledge, skills and abilities have been achieved may be considered

Knowledge, Skills and Abilities:

Knowledge of and ability to follow college policies and procedures

Knowledge of current technologies and word processing, database, presentation, and spreadsheet software, specifically Microsoft Office applications

Knowledge of federal, state and local laws, regulations and guidelines related to assigned work

Knowledge of small business and entrepreneurial enterprises, referral agencies and all functional areas

Knowledge of management theories and practices

Skill identifying business community needs

Skill in public speaking

Skill in preparing and presenting accurate compliance metric reports

Ability to communicate effectively, verbally and in writing, and to relate to others in a professional, helpful manner

Ability to relate to a diverse population and to maintain composure when faced with difficult situations

Ability to organize, prioritize, and follow multiple tasks through to completion with an attention to detail

Ability to work independently while contributing to team environment

Ability to effectively identify and resolve problems and to maintain strict confidentiality related to sensitive information

Ability to analyze problems, identifies solutions, and takes appropriate action to resolve problems using independent judgment and decision-making processes

Ability to establish and maintain effective working relationships with other department staff, faculty, students and the public

Work Environment & Physical Requirements
Work Environment: Work is primarily performed under general supervision in a typical office setting with appropriate climate controls. Travel throughout service area is required. Evening and weekend work may also be required.

Physical Requirements: Essential functions of this position require: lifting, manual dexterity, talking, hearing, and seeing.

Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body; involves sitting majority of time; walking and standing are required only occasionally and all other sedentary criteria are met

Mental Application: Utilizes memory for details, verbal instructions, emotional stability, critical thinking, adaptability and creative problem-solving skills are important

Reports To: Director of Small Business Development Center
Cochise College is committed to providing a as part of total compensation for our benefit eligible employees.
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Small Business Credit Director

85003 Phoenix, Arizona Western Alliance Bank

Posted 4 days ago

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What You'll Do

As the Director of Small Business Credit, you will be in a senior-level leadership position responsible for executing the Bank's strategy around small business credit. This includes leading the SBA Enterprise group and the Business and Consumer Loan Center (BCLC). You will work closely with business line leaders to ensure the bank's consumer and small business credit offerings are competitive and align with customer needs. You will lead a group of Portfolio Management staff, Underwriters and Market Specialists, to support our continued expansion of market share, grow the portfolio, deepen the relationship with our customers, and achieve CRA lending requirements. You will be responsible for leading the strategic growth and development of the team's general portfolio of the SBA business line.

  • Responsible for supporting the Business Line Leader and Chief Banking Officer in executing the Bank's strategic plan, with specific focus of leading the efforts to support the growth of the banks consumer and small business credit offerings.
  • Leads ongoing review and updates of small business and consumer credit policy, underwriting guidelines, and product pricing and structure based on business line needs, market dynamics and regulatory requirements.
  • Leads the Business and Consumer Loan Center, ensuring delivery of exceptional service to our clients and bankers.
  • Manages the SBA Enterprise group, working with the SBA team to offer competitive credit terms that grow the client base, expand relationships, and increase fee income.
  • Ensures the bank is utilizing existing technology to its fullest potential and provide recommendations for improvement.
  • Guides the credit structuring development process, customer assessment, and presentation to senior and business line loan committees for larger credits.
  • Responsible for the team's success in managing portfolio health, and the team's efforts to proactively address deteriorating loan performance, mitigating risk from market developments, complications in service delivery, and product adoption.
  • Fosters strong, healthy working relationships with executive and senior leaders in partner departments (including Preferred and Small Business Banking, Credit Administration, Risk Management/Compliance, Loan Administration, and other internal support departments, and third-party services), and facilitates team's contribution to and compliance with technical processes and requirements, risk mitigation, efficiency, and customer service.
  • Provides supervision to and directs the activities of their staff; performs supervisory tasks such as performance appraisals, disciplinary actions, and interviewing candidates for employment; develops work schedules; provides necessary training and coaching.
  • Remains knowledgeable on market trends, competitive offerings, industry best practices and regulatory changes impacting your area of influence

Job Title

Small Business Credit Director

Location:

CityScape

What You'll Do

As the Director of Small Business Credit, you will be in a senior-level leadership position responsible for executing the Bank's strategy around small business credit. This includes leading the SBA Enterprise group and the Business and Consumer Loan Center (BCLC). You will work closely with business line leaders to ensure the bank's consumer and small business credit offerings are competitive and align with customer needs. You will lead a group of Portfolio Management staff, Underwriters and Market Specialists, to support our continued expansion of market share, grow the portfolio, deepen the relationship with our customers, and achieve CRA lending requirements. You will be responsible for leading the strategic growth and development of the team's general portfolio of the SBA business line.

  • Responsible for supporting the Business Line Leader and Chief Banking Officer in executing the Bank's strategic plan, with specific focus of leading the efforts to support the growth of the banks consumer and small business credit offerings.
  • Leads ongoing review and updates of small business and consumer credit policy, underwriting guidelines, and product pricing and structure based on business line needs, market dynamics and regulatory requirements.
  • Leads the Business and Consumer Loan Center, ensuring delivery of exceptional service to our clients and bankers.
  • Manages the SBA Enterprise group, working with the SBA team to offer competitive credit terms that grow the client base, expand relationships, and increase fee income.
  • Ensures the bank is utilizing existing technology to its fullest potential and provide recommendations for improvement.
  • Guides the credit structuring development process, customer assessment, and presentation to senior and business line loan committees for larger credits.
  • Responsible for the team's success in managing portfolio health, and the team's efforts to proactively address deteriorating loan performance, mitigating risk from market developments, complications in service delivery, and product adoption.
  • Fosters strong, healthy working relationships with executive and senior leaders in partner departments (including Preferred and Small Business Banking, Credit Administration, Risk Management/Compliance, Loan Administration, and other internal support departments, and third-party services), and facilitates team's contribution to and compliance with technical processes and requirements, risk mitigation, efficiency, and customer service.
  • Provides supervision to and directs the activities of their staff; performs supervisory tasks such as performance appraisals, disciplinary actions, and interviewing candidates for employment; develops work schedules; provides necessary training and coaching.
  • Remains knowledgeable on market trends, competitive offerings, industry best practices and regulatory changes impacting your area of influence

What You'll Need

  • 10+ years of related experience.
  • Bachelor's degree or equivalent experience required.
  • Previous leadership experience required.
  • Exceptional credit knowledge and underwriting skills in SBA lending, consumer and general C&I lending.
  • Expert knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
  • Broad experience in, but not limited to, customer experience process improvement as well as data and analytics programs.
  • Demonstrated ability to think strategically, deliver innovation, and drive improved client and employee experiences.
  • Excellent analytical and business consulting skills with demonstrated experience in strategic planning, program execution, and development of strong risk management practices.

Compensation: Salary range for new hires is generally $165,000.00 - $88,564.00 for San Diego, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.

Benefits Youll Love

We offer all the important things you'd want like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, youll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

About The Company

Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email or call . When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

Western Alliance Bancorporation

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Experienced Small Business Underwriter

85258 Scottsdale, Arizona The Hartford

Posted 1 day ago

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Executive Underwriter - UH07BDSenior Underwriter - UH08BA
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
We're in the business of helping people achieve amazing things. From opening a small business to buying a car or home to recovering from illness or injury and so much more, we help people protect the things that matter. And you can help us when you join our team of underwriters. They're at the heart of everything we do. And by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests.

Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, we value entrepreneurial spirits, self-starters and are customer focused. We welcome all ideas and live our authentic selves. And you'll have any number of opportunities for your career to grow in whatever direction you choose.

The Hartford is seeking a highly skilled Small Commercial Underwriter, who is responsible for the following:
+ Underwriting all commercial lines, including Business Owner's Policy (BOP), Commercial Automobile, and Workers' Compensation and Umbrella.
+ You will accurately develop and price individual risks, analyze loss and risk information, and recognize file inconsistencies in order to write profitable commercial business.
+ Underwrite a variety of businesses and effectively apply all applicable Underwriting guidelines when making decisions
+ Display thorough knowledge of applicable laws, regulations and governance
+ Partner with aligned territory sales rep to achieve profit and growth objectives.
+ Develop and maintain relationships with territory aligned agents to deliver the value proposition and drive optimal business results in a highly competitive marketplace.
+ Plan and prioritize work activities to achieve desired results within necessary time frames.
Qualifications:
+ 3+ years of Commercial Carrier Underwriting experience required
+ Superior technical underwriting knowledge and sound decision-making skills
+ Demonstrated success in developing and maintaining solid relationships with all internal and external business partners
+ Excellent communication, interpersonal and presentation skills
+ An ability to think analytically about business problems, make recommendations and propose solutions.
+ High energy self-starter, who is resilient and has an entrepreneurial spirit
+ Demonstration of solid time, organizational, and desk management skills
+ Goal-oriented and delivers outcomes
+ Ability to challenge the status quo and compete to win
+ Flexibility to travel approximately 10%
This role will have a Hybrid work schedule, with the expectation of working in an office (Charlotte, NC; San Antonio, TX; Scottsdale, AZ; Clinton, NY; Hartford, CT) 3 days a week (Tuesday through Thursday).
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$81,600 - $142,800
The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us ( | Our Culture ( | What It's Like to Work Here ( | Perks & Benefits ( day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us ( Culture
What It's Like to Work Here ( & Benefits ( Notice ( StatementProducer Compensation ( Policy ( Privacy Policy
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Small Business Employee Benefits Sales

85003 Phoenix, Arizona USI Holdings Corporation

Posted 5 days ago

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Description and Requirements

General Description: This role is designed to cultivate new employee benefits sales talent with a long-term career at USI. The program offers extensive training and production opportunities over a 12-24 month period. This is an outside sales position with a focus on employer groups with 10-50 employees. Responsibilities include sourcing opportunities through calling, COI development, and cross sell. Training includes an initial 8-week fundamentals and licensing course prior to the primary 10-week program. After 12 plus months in the role there is the opportunity to be promoted to a Middle Market Employee Benefits Sales role with USI, including increased commissions and opportunity for equity.

Responsibilities:
• Participate in Other Industry New Producer development program. Includes e-Learning modules and live training sessions conducted via WebEx.
• Complete pre-licensing education program as required by state.
• Must obtain Life & Health insurance license within 8 weeks of start date.
• Achieve annualized new business sales goals of $80K in our target market of companies with 10-50 employee lives.
• Meet new business activity and quality appointment goals.
• Use USI resources to research prospects and develop customized messaging for prospects.
• Understand and explain USI's competitive differentiation to clients and prospects.
• Develop sales business plan and use effective prospecting strategies. Overcome sales obstacles on a prospect-specific basis.
• Build client and prospect pipeline. Develop cross-selling strategies for existing clients.
• Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
• Use USI's contact management and sales automation tool to support sales processes. Input timely and accurate information to facilitate sales and revenue projections.
• Participate in USI's industry training and sales support programs.
• Positively represent USI in meetings, seminars, trade shows, and networking events.
• Demonstrate technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer.
• Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI's position in the marketplace.
• Work collaboratively with the account management team and national/regional resources to maximize results.

Knowledge, Skills and Abilities:
• 3+ years business to business sales experience including calling on senior executives. Track record of sales success.
• Business to business sales experience in PEO, Payroll, and HRIS preferred.
• College degree preferred.
• Candidates will be provided with an initial licensing course.
• Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
• Superior communication, negotiation, and presentation skills.
• Excellent organizational and follow-up skills.
• Strong and/or developing understanding of Employee Benefits.
• Consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
• Excellent listening skills with strong customer focus.
• Able to work in a fast-paced, team environment with minimal instruction.
• Ability to deal with senior level management and have a top-level executive presence.

#LI-AS6

Why USI?

With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Pathways to Promotion

USI sales associates are equipped with an industry-leading sales training program called USI ONE® Academy, focusing on the understanding, messaging, and articulation of USI's technical solutions. Our Executive Series program features industry articles, videos, and tools to promote meaningful conversations with prospects and clients, and our internal networking and mentoring programs help establish a strong foundation of professional development. These tools and resources set you up for success, and the average promotion timeline from small business sales to middle market is 12-36 months.

Premier Sales Rewards, Industry-Leading Programs, and Recognition

In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through USI PEAK, recognizing and rewarding our sales professionals for achieving superior results. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace

Our award-winning I'm With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

  • Recognized as one of Insurance Business America's Top Insurance Employers for the seventh consecutive year (2018-2024).
  • Named to Business Insurance's annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
  • Named to Fortune's 2024 Best Workplaces in Financial Services & Insurance list.
  • Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
  • Recognized by Newsweek as one of America's Greatest Workplaces for Diversity in 2024.

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time.
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Branch Small Business Banker (SAFE)

85067 Phoenix, Arizona Wells Fargo

Posted 1 day ago

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Job Description
**Why Wells Fargo:**
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life ( means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
**About this role:**
Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com ( .
**In this role, you will:**
+ Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services.
+ Service business customers with their business needs in a branch environment
+ Carry out business banking focused functions over the phone
+ Present recommendations for resolving more complex situations
+ Provide information to colleagues, internal partners, and stakeholders, including customers
+ Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
+ Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
+ Participate in community organizations and build relationships with centers of influence
+ Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol
+ Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs-based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
+ Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
**Required Qualifications:**
+ 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
**Desired Qualifications:**
+ 1+ year of experience managing a dedicated book of small business customers across assigned territory
+ Knowledge and understanding of book of business
+ Experience using strong business acumen to provide financial services consultation to small business customers
+ Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
+ Customer service focus with experience handling complex transactions across multiple systems
+ Experience building and maintaining effective relationships with customers and internal partners
+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
+ Knowledge and understanding of retail compliance controls, risk management, and loss prevention
+ Ability to educate and connect customer to technology and share the value of mobile banking options
+ Ability to interact with integrity and professionalism with customers and employees
+ High motivation with ability to successfully meet team objectives while maintaining individual performance
+ Experience mentoring and peer-coaching others
+ Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners

**Job Expectations:**
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website ( ) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
**Posting Locations:**
+ 15760 N Frank Lloyd Wright Blvd Scottsdale, AZ 85260
+ 8991 E Mountain View Rd Scottsdale, AZ 85258
+ 12641 N Tatum Blvd Phoenix, AZ 85032
**Posting End Date:**
25 Aug 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-484368
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Branch Small Business Banker (SAFE)

85258 Scottsdale, Arizona Wells Fargo

Posted 1 day ago

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Job Description

Job Description
**Why Wells Fargo:**
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life ( means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
**About this role:**
Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com ( .
**In this role, you will:**
+ Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services.
+ Service business customers with their business needs in a branch environment
+ Carry out business banking focused functions over the phone
+ Present recommendations for resolving more complex situations
+ Provide information to colleagues, internal partners, and stakeholders, including customers
+ Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
+ Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
+ Participate in community organizations and build relationships with centers of influence
+ Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol
+ Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs-based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
+ Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
**Required Qualifications:**
+ 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
**Desired Qualifications:**
+ 1+ year of experience managing a dedicated book of small business customers across assigned territory
+ Knowledge and understanding of book of business
+ Experience using strong business acumen to provide financial services consultation to small business customers
+ Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
+ Customer service focus with experience handling complex transactions across multiple systems
+ Experience building and maintaining effective relationships with customers and internal partners
+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
+ Knowledge and understanding of retail compliance controls, risk management, and loss prevention
+ Ability to educate and connect customer to technology and share the value of mobile banking options
+ Ability to interact with integrity and professionalism with customers and employees
+ High motivation with ability to successfully meet team objectives while maintaining individual performance
+ Experience mentoring and peer-coaching others
+ Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners

**Job Expectations:**
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website ( ) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
**Posting Locations:**
+ 15760 N Frank Lloyd Wright Blvd Scottsdale, AZ 85260
+ 8991 E Mountain View Rd Scottsdale, AZ 85258
+ 12641 N Tatum Blvd Phoenix, AZ 85032
**Posting End Date:**
25 Aug 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-484368
View Now
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Small Business Loan Closing Specialist

85249 Chandler, Arizona Arizona Staffing

Posted 8 days ago

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Job Description

Small Business Loan Closing Specialist

Wells Fargo is seeking a Small Business Loan Closing Specialist within Commercial Banking Operations. In this role, you will:

  • Work pre-close documents for moderately complex to complex Small Business loans
  • Coordinate all aspects of loan closings
  • Perform customer, loan and regulatory diligence
  • Accurately evaluate and upload data into the systems of record
  • Ensure compliance with all bank policies, procedures and regulatory requirements
  • Review and prepare complex loan documents
  • Coordinate legal activities for loan documentation that may include:
    • Document purchased from third party sources, with internal staff and the Corporate Legal group
    • Serve as primary liaison between Credit, Sales, and Legal departments
    • Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards
    • Review and negotiate complex legal documentation, evaluate risks, devise strategies to mitigate documentation risk and identifying procedural modifications
  • May provide guidance and training to peers
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Interact with internal customers
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

  • 2+ years of Small Business Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years loan documentation experience

Desired Qualifications:

  • Small Business Operations experience
  • Loan documentation and/or Loan Operations experience
  • Exposure to Wells Fargo Small Business Lending Operations systems such as: nCino, CPS (Campaign Process System), BLAST (Business Lending and Sales Tracking), and ICMP (Imagining and Content Management Platform)
  • Advance Microsoft Office skills
  • Strong attention to detail and accuracy skills
  • Excellent verbal, written, and interpersonal communication skills
  • Financial services industry experience
  • Ability to exercise independent judgment and creative problem-solving techniques
  • The capability to achieve high production and quality standards
  • The aptitude to address and resolve complex customer issues
  • Ability to analyze applicable policies and procedures to ensure financial integrity of customers
  • Experience working with procedures and following established workflow
  • Comfortable handling phone calls and providing customer service as needed
  • Ability to manage and oversee control-related tasks with attention to detail

Job Expectations:

  • Adaptable to dynamic work environment with frequent changes
  • Willing to perform release testing on some weekends as required
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
  • Mandatory RASP (Required Absence Sensitive Position) based role (10 day consecutive absence using PTO annually)

Location:

  • 2800 S Price Rd Chandler, AZ
  • 11601 N Black Canyon Hwy Phoenix, AZ

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Wells Fargo Recruitment and Hiring Requirements:

  • Third-Party recordings are prohibited unless authorized by Wells Fargo.
  • Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Req Number: R-476760

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Associate Underwriter, Chubb Small Business

85001 Whispering Pines, Arizona Chubb

Posted 18 days ago

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Job Description

Permanent
JOB DESCRIPTION

Chubb is the world's largest publicly traded property and casualty insurer. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.

Position Summary

Chubb Small Commercial Insurance (SCI) leverages superior underwriting expertise and world-renowned claims, account services, and financial strength to offer solutions for small businesses. Ideal candidate must be highly motivated to succeed, have strong communication skills both verbal and written, and have a strong desire to learn with a willingness to embrace change. This position is responsible for supporting the underwriting process for our online platforms for multiple lines of business which include but are not limited to: BOP, Commercial Auto, Workers Compensation, Cyber Digitech, and Umbrella.

Major Duties & Responsibilities:

  • Serves as first level of contact for agent inquiries, contract questions, pricing questions, system training needs, and post bind service requests within designated authority.
  • Researches and gathers appropriate information and responds to those inquiries within established Service Level Agreements (SLA's). Communicates directly with agents both verbally (phone) and/or in writing (email) as required.
    • When outside of designated authority or expertise, forwards to respective business team with supporting research and documentation.
    • When within designated authority; evaluates, accepts, rejects, or modifies risks within established underwriting guidelines, authority, and compliance regulations. Complies with corporate standards, procedures, business strategies and rating plans.
    • Assumes ownership of agent inquiries through to resolution, including those inquiries that are handled in areas outside of Digital Concierge to ensure agent receives a response and is satisfied.
  • Ability to sell and negotiate to achieve profitability for the Company.
  • Assists with all transaction types including, but not limited to: new business, renewals, endorsements, referrals, BORs, rewrites, and cancellations as assigned.
  • Utilizes Small Commercial Inventory Management systems, MS Dynamics, and UW Services mailboxes, along with additional technologies, to manage daily workload to meet Service Level Agreements with underwriters and agents.
  • Builds and maintains a result-oriented relationship with the agents and underwriters to drive overall results including profitability, growth, and retention.
  • Performs other duties as required to best serve customer, team, and management needs.

QUALIFICATIONS


ABOUT US

Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.

At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.

Apply Now

Business Development Specialist

85067 Phoenix, Arizona Zurich NA

Posted 1 day ago

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Job Description

Business Development Specialist
124853
At SpearTip, we empower organizations to proactively defend against cyber threats through advanced managed detection and response services, incident response, and threat intelligence. We're seeking a tenured Inside Sales Representative to join our growing revenue team. As an ISR, you will be responsible for driving net new business across defined territories or verticals. This is a strategic, high-impact role requiring a deep understanding of the buyer journey, effective collaboration with your assigned Sales Development Representative (SDR), and the ability to navigate complex sales cycles from pipeline generation to close.
You will be joining a high-performance culture modeled on accountability, results, and continuous learning-ideal for someone with a proven track record in B2B SaaS or cybersecurity sales who thrives in a dynamic, metrics-driven environment.
**Key Responsibilities**
+ Drive full-cycle sales processes from demand generation through opportunity management to final close.
+ Prospect and develop new customer relationships through outbound activity and SDR support.
+ Deliver value-based, solution-oriented sales presentations to IT and business leaders (CISO, CIO, IT Director, Compliance).
+ Partner closely with internal stakeholders including marketing, sales engineering, and customer success to ensure seamless buyer engagement and handoff.
+ Maintain accurate pipeline and forecast updates using CRM and sales enablement tools.
+ Consistently meet or exceed monthly and quarterly quota targets.
+ Continuously develop subject matter expertise in cybersecurity services, threat landscape trends, and buyer pain points.
**Basic Qualifications:**
+ Bachelors Degree and 6 or more years of experience in the Sales areaOR
+ High School Diploma or Equivalent and 8 or more years of experience in the Sales areaOR
+ Zurich Certified Insurance Apprentice including an Associate Degree and 6 or more years of experience in the Sales area
**Preferred Qualifications:**
+ Min. 5 - 8 years of successful quota-carrying experience in direct sales, preferably in enterprise software or cybersecurity.
+ Strong outbound prospecting skills and ability to self-generate pipeline.
+ Familiarity with structured sales methodologies (e.g., MEDDIC, Challenger, Value Selling, SPIN).
+ Demonstrated ability to manage and close complex sales cycles with multiple stakeholders.
+ Strong interpersonal, presentation, and negotiation skills.
+ Comfortable working independently, managing priorities, and adapting in a fast-moving and high-growth environment.
+ Proficiency with tools such as Salesforce, LinkedIn Sales Navigator, Outreach, ZoomInfo, and Microsoft Teams.
At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please clickhere ( . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education.
The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The annual variable compensation range, based on performance under the sales incentive plan for this role, is $85,500.00 - $140,000.00.This position included a variable component that is based on an individual's performance under the applicable sales incentive plan.
As an insurance company, Zurich is subject to 18 U.S. Code § 1033.
A future with Zurich. What can go right when you apply at Zurich?
Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please clickhere ( to learn more.
Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.
Location(s): AM - California Virtual Office, AM - Atlanta, AM - Schaumburg, AM - New York, AM - Chicago, AM - Dallas, AM - San Francisco, AM - Los Angeles, AM - Boston, AM - Denver, AM - Illinois Virtual Office, AM - Texas Virtual Office, AM - New Jersey Virtual Office, AM - Florida Virtual Office, AM - New York Virtual Office, AM - Ohio Virtual Office, AM - Pennsylvania Virtual Office, AM - Sacramento, AM - Arizona Virtual Office, AM - Connecticut Virtual Office, AM - Massachusetts Virt. Office, AM - Colorado Virtual Office, AM - Nevada Virtual Office, AM - South Carolina Virt. Office, AM - Virginia Virtual Office, AM - Washington DC, AM - Nashville, AM - Washington DC Virt. Office, AM - Austin, AM - Colorado Springs, AM - Columbus, AM - Baltimore
Remote Working: Yes
Schedule: Full Time
Employment Sponsorship Offered: No
Linkedin Recruiter Tag: #LI-RA1 #LI-ASSOCIATE #LI-REMOTE
EOE Disability / Veterans
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