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)
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 Capstone: Capstone Brokerage is a Risk Management, Insurance, and Employee Benefits Firm dedicated to exceeding the expectations of our clients. We operate our organization around a published set of core values: professionalism, empowerment, teamwork, accountability, and leadership. Our employees come to work every day excited to learn and take great pride in their work which translates into positive energy, accountability, and great customer service.
Overview: The Commercial Lines Account Manager plays a pivotal role in marketing new business opportunities and maintaining and servicing existing accounts. This position is responsible for managing client relationships, ensuring accurate policy management, addressing client inquiries, and actively participating in business development efforts.
This is an in-office position reporting to our location in Las Vegas, Nevada.
Primary Job Responsibilities:
The essential functions include, but are not limited to the following:
Requirements:
Skills and Abilities
Education and Experience
Required:
Preferred:
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:
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.