Financial Assistant (Public) jobs in Tempe, AZ

Financial Assistant (Public) provides assistance to the Public Financial Associates. Assists in the financing of taxable and tax-exempt bonds. Being a Financial Assistant (Public) prepares business reports, proposals, and presentations. Coordinates meetings and communications between all parties involved with transactions. Additionally, Financial Assistant (Public) verifies compliance with NASD and other regulations and completes all required filings for a deal. Familiar with underwriting policies, practices, and regulations. May require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Public) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Public) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Underwriting Assistant I
  • AmTrust Financial
  • Scottsdale, AZ FULL_TIME
  • Underwriting Assistant I
    Job Locations US-AZ-Scottsdale
    Requisition ID 2024-16454 Category Underwriting Position Type Regular Full-Time
    Overview

    Summary:

    Provides underwriting technical support to new and renewal underwriters. Main responsibilities include assisting with new and renewal file preparation, endorsement requests, loss control review, follow up with agents, binding process, and miscellaneous tasks. Maintains a solid understanding of AmTrust's mission, vision, and values. Upholds the standards of the AmTrust organization.

    Responsibilities

    Responsibilities:

      Perform underwriting support associated with information gathering and rating of new business, renewals and mid-term changes.
    1. Handle policy issuance instructions for new and renewal business and follow up for bind subjectivities.
    2. Review and provide instructions to Operations for endorsement requests.
    3. Order Loss Control inspections on new business and as instructed by renewal underwriters.
    4. Provide agency support for general questions regarding renewal status, endorsement status, cancellation status, billing inquires, commission questions, loss runs, etc.
    5. Review Loss Control inspections and identify items that need addressing by the underwriter. Add UW Flags for items that need to be addressed at renewal.
    6. Flag files as needed for agency changes, coverage changes, etc.
    Qualifications

    Qualifications:

    1-3 years of insurance industry experience required. Specialized knowledge of Commercial Property, General Liability, Auto, Workers Compensation, and Umbrella products preferred.

    • High School Graduate or GED minimum. Prefer Associate or Bachelor Degree.
    • Industry insurance certifications desired such as AU, AINS, CISR.
    • Research and analytical skills to identify, gather and organize information and provide recommendations.
    • Able to meet deadlines and work in a fast paced multi-tasking environment.
    • Organized, proficient at follow up, responsive, reliable, strong attention to detail and adaptable to change.
    • Ability to learn new software applications.
    • Strong communication skills.
    • Thrives in a team environment.

    This job description is designed to provide a general overview of the requirements of the job and does not entail a comprehensive listing of all activities, duties, or responsibilities that will be required in this position. AmTrust has the right to revise this job description at any time.

    #LI-HYBRID

    #LI-EG1

    What We Offer

    AmTrust Financial Services offers a competitive compensation package and excellent career advancement opportunities. Our benefits include: Medical & Dental Plans, Life Insurance, including eligible spouses & children, Health Care Flexible Spending, Dependent Care, 401k Savings Plans, Paid Time Off.

    AmTrust strives to create a diverse and inclusive culture where thoughts and ideas of all employees are appreciated and respected. This concept encompasses but is not limited to human differences with regard to race, ethnicity, gender, sexual orientation, culture, religion or disabilities.

    AmTrust values excellence and recognizes that by embracing the diverse backgrounds, skills, and perspectives of its workforce, it will sustain a competitive advantage and remain an employer of choice. Diversity is a business imperative, enabling us to attract, retain and develop the best talent available. We see diversity as more than just policies and practices. It is an integral part of who we are as a company, how we operate and how we see our future.

    Connect With Us!
    Not ready to apply? Connect with us for general consideration.

     

  • 1 Month Ago

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Administrative Assistant
  • ABLE Financial Group
  • Scottsdale, AZ FULL_TIME
  • ABLE Financial Group is seeking an Administrative Assistant to join their team!ABLE Financial Group is an independent financial services practice dedicated to enhancing each client's life and simplify...
  • 1 Month Ago

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Loan Originator Assistant - Corporate
  • LHM FINANCIAL CORPORATION
  • SCOTTSDALE, AZ OTHER
  • Job Details Job Location: Corporate - SCOTTSDALE, AZ Position Type: Full Time Salary Range: Undisclosed Job Category: Admin - Clerical DescriptionPurpose: To assist the Loan Originator with gathering ...
  • 20 Days Ago

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1410 - Escrow Assistant
  • Williston Financial Group
  • Gilbert, AZ FULL_TIME
  • Portland, Oregon-based WFG National Title Insurance Company (WFG), a Williston Financial Group company, is a new breed of national real estate service providers and title insurance companies powered b...
  • 8 Days Ago

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Assistant Branch Manager - Scottsdale Market
  • Desert Financial Credit Union
  • Scottsdale, AZ FULL_TIME
  • In partnership with the Branch and Market managers, the Assistant Branch Manager - Market supports the day-to-day operations and drives the strategic direction of all market branches by supporting bra...
  • 10 Days Ago

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Assistant to the Chief Financial Officer
  • drakeus
  • Scottsdale, AZ FULL_TIME
  • Assist the CFO in the following:International Corporate Affairs: serve as a liaison completing the corporate financial requirements of the parent company.CFO Contract file management: Implement and ma...
  • 1 Month Ago

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0 Financial Assistant (Public) jobs found in Tempe, AZ area

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Patient Benefit Representative
  • Arizona Oncology Associates
  • Phoenix, AZ
  • Overview: Facing cancer takes great strength and courage. It also takes an exceptional team of Patient Benefits Represen...
  • 4/24/2024 12:00:00 AM

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Chemo Insurance Authorization Specialist
  • Palo Verde Cancer Specialists
  • Paradise Valley, AZ
  • Position Summary: This position is responsible for obtaining benefits and prior authorizations for scheduled treatments/...
  • 4/24/2024 12:00:00 AM

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Cleaning Crew
  • Coit Cleaning and Restoration Services
  • Tempe, AZ
  • First Year Earning Potential: $40 - 65k +/year LIMITED TIME: $3,000 sign-on bonus for all our technician roles. COMPANY ...
  • 4/24/2024 12:00:00 AM

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Financial Analyst/Programmer
  • Amnio Technology, LLC
  • Phoenix, AZ
  • Job Description Job Description Job Description: This position would assist in the Finance department with financial rep...
  • 4/21/2024 12:00:00 AM

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Investment Banking--M&A Associate Sales
  • Dinan & Company Llc
  • Phoenix, AZ
  • OUR COMPANY Dinan & Company LLC, founded in 1988, is the nation's leading acquisition search firm dedicated to buyer int...
  • 4/21/2024 12:00:00 AM

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Senior SEC Financial Reporting Analyst
  • Cable One, Inc.
  • Phoenix, AZ
  • Job Description: At Cable One and our family of brands, we keep our customers and associates connected to what matters m...
  • 4/20/2024 12:00:00 AM

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Bookkeeper and Finance Assistant
  • Mission Restoration
  • Phoenix, AZ
  • Job Description Job Description Mission Restoration, LLC is a fast growing and innovative roofing and restoration firm o...
  • 4/20/2024 12:00:00 AM

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Investment Banking--M&A Associate Sales
  • Dinan & Company, LLC
  • Phoenix, AZ
  • OUR COMPANY Dinan & Company LLC, founded in 1988, is the nation's leading acquisition search firm dedicated to buyer int...
  • 4/20/2024 12:00:00 AM

Tempe is an inner suburb, located between the core city of Phoenix and the rest of the East Valley. Due to this as well as being the home of the main campus of Arizona State University, Tempe has a fairly dense, urbanized development pattern in the northern part of the city with a growing skyline. Going south, development becomes less dense, consisting of single-family homes, strip malls and lower-density office parks. Within Tempe are the Tempe Buttes. The Salt River runs west through the northern part of Tempe; part of the river is dammed in two places to create Tempe Town Lake. According to...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Assistant (Public) jobs
$49,443 to $63,891
Tempe, Arizona area prices
were up 2.2% from a year ago

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