Discount Brokerage Department Manager jobs in Massachusetts

Discount Brokerage Department Manager manages and leads a group of discount brokers responsible for the purchase and sale of securities for clients at discounted commissions. Develops marketing programs and strategies to increase profitability and enter new markets. Being a Discount Brokerage Department Manager monitors transactions for accuracy and ensures satisfactory customer service. May interact with the organization's full-service brokers as needed. Additionally, Discount Brokerage Department Manager ensures compliance with any applicable regulations. Requires a bachelor's degree in a related area. Requires NASD Series 7 license. Typically reports to a director. The Discount Brokerage Department Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Discount Brokerage Department Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

C
Client Service Manager
  • Capstone Brokerage
  • South Dartmouth, MA FULL_TIME
  • Department:
    Personal Lines – Middle Market

    Location:
    South Dartmouth, MA

    About Patriot: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Our collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot’s unique equity model creates alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated associates. With 100 offices in 23 states and more than 1,700 professionals, Patriot is a top 60 U.S privately held insurance agency that ranks in the top-20 amongst privately held employee benefits agencies.

    About FBinsure: FBinsure is a leader in providing insurance and risk solutions for our clients. Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is to continually improve our products and services to meet our clients’ needs, allowing us to share our prosperity with our employees and our communities. FBinsure is a proud partner agency of Patriot Growth Insurance Services.

    Overview: The Personal Lines Client Service Manager (CSM) is responsible for providing excellent service to clients in a professional and pleasant manner. Individuals use their in-depth knowledge of company offerings to provide recommendations, explanations, and problem-solving to our clients.

    Primary Job Responsibilities:

    The essential functions include, but are not limited to the following:

    • Provide an excellent client experience to personal lines clients on all inquiries and questions, primarily via email and phone, and appointments.
    • Maintain appropriate documentation in accordance with guidelines.
    • Navigate agency management system and rating software with ease and efficiency.
    • Provide timely and accurate resolution to all billing related questions.
    • Take first reports of claims, when the claims team is unavailable.
    • Answer all policy and insurance specific questions in a positive and professional manner.
    • Achieve estimated client monthly call goals.
    • Actively attempt to upsell/round accounts to meet team goals.
    • Answer specific coverage questions that require rating.

    The above job description is intended to describe the general nature and level of the work being performed by employees assigned to this job title. This is not an exhaustive or comprehensive list of all duties, tasks, and responsibilities. Employees will be expected to perform duties that do not appear on the job description. Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.

    Requirements:

    • 3 years experience preffered, with at least 1 year of experience in the P&C insruance industry required
    • At Least 1 year of experience in the P&C insurance industry
    • High School Diploma/ GED
    • Professional Property & Casualty Insurance license (must obtain within 2 years of hire)
    • Proficient in Microsoft Office Suite
    • Hours 8:00 to 5:00 PM with an optional hybrid WFH rotating schedule
    • Required virtual Saturday and Thursday night rotation

    WHY PATRIOT?

    Patriot offers the opportunity to be a part of a fast-growing company at its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

    In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

    • Medical, Dental, and Vision Benefits
    • Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
    • Company paid Short-Term Disability, Long-Term Disability and Group Term Life
    • Company paid Employee Assistance Program
    • Paid Parental Leave
    • Paid holidays
    • Personalized PTO
    • 401 (k)

    Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

    This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.

  • 22 Days Ago

F
Brokerage Manager
  • First American Insurance Underwriters
  • Needham, MA FULL_TIME
  • Summary: We are looking for an eager, self-starting Brokerage Manager to help grow our business. Over the last 30 years, First American Insurance Underwriters (FAIU) has been a leading national insura...
  • 14 Days Ago

F
Sr. Manager, Finance
  • Fidelity Brokerage Services LLC
  • , MA FULL_TIME
  • Job Description: This Senior Manager role is a member of the Fidelity Wealth Central Finance Planning team, delivering impactful, insightful, and actionable financial analysis to our business partners...
  • 1 Month Ago

F
Vice President, Partnership Manager (Remote)
  • Fidelity Brokerage Services LLC
  • , MA FULL_TIME
  • Job Description: *This is a remote position and can be located in any US locations nationwide. Role The VP, Partnership Manager will play a meaningful role as an ambassador for Fidelity’s brand in the...
  • 25 Days Ago

F
SVP, Group Manager- Relationship Management
  • Fidelity Brokerage Services LLC
  • , MA FULL_TIME
  • Job Description: Role The Select Market Relationship Management Team Lead (SVP, Group Manager) has senior management accountability for a multi-state book of business of Workplace Investing Select Mar...
  • 26 Days Ago

R
Life Insurance Brokerage Manager
  • Rise North Capital
  • Braintree, MA FULL_TIME
  • Life Brokerage Manager - Rise North Capital, Braintree, MA – Hybrid/Remote Join Rise North Capital, a dynamic and forward-thinking company, as we expand our partnership with National Life Group, one o...
  • 1 Month Ago

L
Department Manager
  • Lactalis Heritage Dairy
  • Tulare, CA
  • TITLE: Department Manager REPORTS TO: Senior Manager, Production LOCATION: Tulare, CA Lactalis Heritage Dairy is current...
  • 3/29/2024 12:00:00 AM

M
Department Manager
  • METALS TECHNOLOGY CORPORATION
  • Carol Stream, IL
  • Metals Technology Corporation a Commercial Heat Treater, located in Carol Stream, Illinois has been servicing the heat t...
  • 3/29/2024 12:00:00 AM

M
Department Manager
  • McDonald's
  • Hanover, PA
  • This job posting is for a position in a restaurant owned and operated by an independent franchisee and not McDonald's US...
  • 3/29/2024 12:00:00 AM

S
Department Manager
  • Savers Value Village
  • Alexandria, VA
  • Description Job Title: Department Manager Who we are: As one of the largest for-profit thrift operators in the United St...
  • 3/29/2024 12:00:00 AM

M
Department Manager>
  • McDonald's
  • Boynton Beach, FL
  • McDonald's - 1799 N CONGRESS BLVD [Restaurant Shift Manager] As a Department Manager at McDonald's, you'll: Lead a depar...
  • 3/29/2024 12:00:00 AM

I
Department manager
  • IGA
  • Kirkland, WA
  • AddThis Sharing Buttons **Offer number :88030** **Department manager** **Prepared food** Full-Time Number of hours per w...
  • 3/29/2024 12:00:00 AM

D
Produce Department Manager
  • Dash's Market
  • Amherst, NY
  • We're looking to add hard working, reliable people who take pride in their work and understand how much each customer me...
  • 3/28/2024 12:00:00 AM

S
Department Manager
  • Stars and Strikes
  • Raleigh, NC
  • Stars and Strikes Family Entertainment Center is seeking an experienced Manager who is ready to be part of a high volume...
  • 3/28/2024 12:00:00 AM

Massachusetts is the 7th-smallest state in the United States. It is located in the New England region of the northeastern United States and has an area of 10,555 square miles (27,340 km2), 25.7% of which is water. Several large bays distinctly shape its coast. Boston is the largest city, at the inmost point of Massachusetts Bay, and the mouth of the Charles River. Despite its small size, Massachusetts features numerous topographically distinctive regions. The large coastal plain of the Atlantic Ocean in the eastern section of the state contains Greater Boston, along with most of the state's po...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Discount Brokerage Department Manager jobs
$135,529 to $206,583

Discount Brokerage Department Manager in Toledo, OH
First, the Discount Brokerage Department Manager should, at the very least, have a Business Administration Degree.
January 05, 2020
Discount Brokerage Department Manager in Hialeah, FL
Traditional brokerages offered two main types of services; managing their clients’ investments and making decisions on their behalf and advising clients about various investment opportunities.
January 24, 2020
Discount Brokerage Department Manager in Buffalo, NY
The first step on the Broker Department Manager’s climb to success should be gaining an education from an accredited school.
December 27, 2019