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Job Description Summary Paul Global Benefits (PGB) is now a part of World Insurance Associates. World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Overview • Responsible for the preparation of the RFPs and the analyzation of the marketing results, • Designing, distributing, and evaluating responses to surveys and RFPs, • Accountable for performing financial analysis, including benefits cost projection, plan design modelling alternatives, and creation of employee contribution recovery models, • The ability to create benchmark data and trend analysis for clients, • Work independently and make sound underwriting decisions based on financial results, • Proactive financial monitoring and review for assigned cases, • Create monthly financial reporting packages including detailed premium, claims, membership, commission, and cash reconciliation information, • Create weekly, monthly and quarterly financial statements and/or projections, • Assist in quarterly presentation to clients on financial performance of insurance programs, • New Business Financial Evaluations, as needed by sales team, • Provide timely, courteous and accurate response to all inquiries, conducting research when necessary and communicating results, • Bachelor’s Degree or the recognized equivalent in education and experience, required, • 5+ years of Employee Benefits insurance underwriting experience, brokerage preferred, • Strong communication skills and ability to translate complex financial concepts into customer friendly format, • Proven ability to manage multiple projects simultaneously and produce quality deliverables on time, • Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook), • Able to work independently and enjoy a high degree of interaction with team members, • Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives, • Self-motivated and driven, • Maintain a sense of urgency and ability to work with and meet deadlines, • Demonstrates effective problem-solving abilities, • Demonstrates excellent time management and prioritization skills, • Attention to detail and commitment to a high level of accuracy, • The ability to use discretion surrounding sensitive information, • Ability to maintain a professional demeanor and positive attitude Compensation: This position is located in New York State. The base salary for this position at the time of this posting may range from $90,000 to $95,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 #LI-HYBRID Powered by JazzHR 7eScrfY9OR

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job Description Jett Fund is an expanding financial brokerage specializing in alternative business lending solutions. We connect businesses with the capital they need to grow, and now we’re looking for driven Brokers to join our team. This is a high-energy, High commission-based sales role where the right candidate can realistically earn $100K–$500K+ annually. Whether you’re experienced in MCA or just a natural closer hungry for success, we’ll give you the tools, leads, and training to WIN! Why Join Us? * Pre-Qualified Leads – Stop cold-calling and start closing. * Training & Support – No experience? No problem. We’ll teach you how to dominate. * Fast Deal Turnaround – Get deals funded quickly and keep clients happy. * Growth Opportunity – Be part of a team where top performers move up fast. Your Role: • Contact and qualify small business owners for short-term funding opportunities, • Understand clients’ business needs, daily cash flow, and existing obligations, • Match clients with funding programs based on risk, industry, and financial performance, • Submit complete applications and required documentation to lenders and underwriters, • Negotiate deal terms and guide clients through the funding process, • Manage a consistent sales pipeline using CRM tools, • Develop and maintain relationships with clients for repeat business and referrals Sales Experience (MCA, alternative lending, or high-ticket sales preferred) Excellent Communication Skills – Phone, email, and text outreach Self-Motivated & Driven Compensation: Uncapped Commissions , Bonuses & Incentives Apply Today! If you’re ambitious, competitive, and ready to take control of your income, Jett Fund is where you want to be. Location: Great Neck (Steps from LIRR) Job Type: Commission-Based Industry: Merchant Cash Advance (MCA) / Alternative Lending Company DescriptionJett Fund is a fast-growing financial brokerage specializing in providing businesses with the capital they need to thrive. We focus on delivering flexible funding solutions, ranging from merchant cash advances to equipment financing and lines of credit, designed to support growth, stability, and long-term success. At Jett Fund, we pride ourselves on speed, professionalism, and integrity. Our team works closely with clients to understand their unique financial needs and connect them with the best solutions available in the market. We value strong relationships, innovative thinking, and a commitment to excellence in everything we do. As we continue to expand, we’re building a dynamic team of motivated professionals who are eager to grow their careers in finance. Joining Jett Fund means being part of a results-driven, client-focused company where your contributions directly impact small and medium-sized businesses across the country.Jett Fund is a fast-growing financial brokerage specializing in providing businesses with the capital they need to thrive. We focus on delivering flexible funding solutions, ranging from merchant cash advances to equipment financing and lines of credit, designed to support growth, stability, and long-term success.\r\n\r\nAt Jett Fund, we pride ourselves on speed, professionalism, and integrity. Our team works closely with clients to understand their unique financial needs and connect them with the best solutions available in the market. We value strong relationships, innovative thinking, and a commitment to excellence in everything we do.\r\n\r\nAs we continue to expand, we’re building a dynamic team of motivated professionals who are eager to grow their careers in finance. Joining Jett Fund means being part of a results-driven, client-focused company where your contributions directly impact small and medium-sized businesses across the country.

Job Description Customs Brokerage Manager (Remote) Preferred: New York area (remote candidates welcome) Full-Time | Salary: $85,000–$100,000/year Join a well-established international logistics firm seeking a seasoned Customs Brokerage Department Managerto lead and manage a high-performing team of four. This is a fully remote position, ideal for a candidate with strong leadership experience in customs brokerage and hands-on entry processing. Key Responsibilities: • Oversee daily operations of the Customs Brokerage Department, ensuring compliance and efficiency, • Lead a team of four (including licensed brokers), with one upcoming retirement creating a key leadership gap, • Manage and process customs entries (approx. 325–350 entries/month), • Monitor and interpret tariff changes, customs regulations, and trade compliance updates, • Keep the department fully informed and trained on regulatory changes, • Work directly in CargoWise to manage processes and data, • Maintain departmental performance metrics and drive continuous improvement Qualifications:, • Required: Prior experience managing a customs brokerage department, • Preferred: Licensed U.S. Customs Broker, • Proficient in CargoWise software (required), • Strong knowledge of U.S. Customs regulations and HTS classification, • Willingness to be both a hands-on contributor and strategic team leader, • Excellent communication, compliance, and leadership skills Requirements Qualifications • 5–10 years of experience in customs brokerage or import operations within the freight forwarding industry, • CargoWise experience is required, • Strong knowledge of HTS classification, CBP regulations, and PGA requirements, • Experience with FDA codes, Lacey Act entries, and DDP procedures, • Excellent communication, problem-solving, and organizational skills, • Salary: $85,000 – $100,000 based on experience, • Vacation: 10 business days annually, • 401(k): 3% company contribution (eligible after 1 year, with enrollment windows on Jan 1 and July 1), • Health Insurance: Offered after 2 months of employment

Job Description ???? Now Hiring: Entry Specialist ???? Location: Mineola, New York (On-site) ???? Join a Global Leader in Logistics and Supply Chain Innovation LOGISTEED America, Inc. is a premier provider of logistics and supply chain solutions, delivering intelligent transportation, warehousing, freight forwarding, and customs services across the U.S. and globally. With offices in major cities including Los Angeles, New York, Dallas, Miami, and Seattle, we combine cutting-edge technology with a people-first approach to move goods efficiently and responsibly. We are currently seeking a motivated and detail-oriented Entry Specialist to join our Customs Brokerage team in Mineola, NY. This is a fantastic opportunity for someone eager to grow their career in international logistics and customs compliance. ????️ Key Responsibilities As an Entry Specialist, you will support the daily operations of our brokerage division by: • Submitting Importer Security Filings (ISFs) for ocean shipments, • Accurately entering shipment data and maintaining records, • Assisting entry writers with documentation and compliance review, • Communicating with internal teams and clients to ensure smooth operations, • Meeting productivity, accuracy, and regulatory standards We’re seeking candidates who are: • Hardworking, punctual, and reliable, • Able to follow directions and work well in a team, • Detail-oriented with strong organizational skills, • Eager to learn and grow in the field of Customs Brokerage, • Comfortable in both back-office and customer-facing roles, • Exposure to Customs Brokerage or Customs Clearance, • Experience with CargoWise software, • 1+ year in logistics, data entry, or administrative support, • Proficiency in Microsoft Office Suite At LOGISTEED, we believe our people are the driving force behind our success. We offer: • A collaborative, in-office work environment, • Comprehensive training and career development, • Opportunities for advancement within a global organization, • Competitive compensation and benefits ???? Apply Today If you're organized, dependable, and ready to launch your career in global logistics, we want to hear from you. Apply now and become part of a team that’s helping move the world forward. LOGISTEED America, Inc. is an Equal Opportunity Employer (EOE/M/F/D/V) committed to a diverse and inclusive workplace. Entry Specialist job Mineola NY | Customs Brokerage careers | CargoWise entry-level roles | Logistics and supply chain jobs | Import Export job opportunities | New York Freight Forwarding jobs | International shipping careers | Data entry logistics jobs | Customs clearance job opening | Global logistics company hiring

Job DescriptionAbout Us World Insurance Associates is a unique insurance and professional services organization offering top products and services from major providers, combined with attentive service from local agents. We are one of the fastest-growing insurance brokers in the top 20 in the U.S. and we offer you the opportunity to develop your skills in a rapidly expanding organization. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Position Summary The WORLD Internship Program is a 10-week program aimed to develop a bench of talented professionals who will be able to join us after college graduation. As a Summer Intern, you will gain an understanding of the Insurance Industry and the distribution models for Insurance Products. The program will provide you with a broad understanding of the insurance brokerage cycle from identifying and properly marketing risks, building a service timeline, implementing service requests, and working through a renewal. You will be placed in our Commercial Lines department for the duration of the summer: Primary Responsibilities • You will work alongside our team and help drive the timely and accurate completion of assigned tasks:, • Processing renewal of ID cards and policy change requests, • Carrier document attachments and Certificates of Insurance, • Shadowing client calls and Client Advisor or Carrier visits, • Data management work, • Additional tasks that could be beneficial to the intern, • You will support the development of positive relationships with clients and teammates by providing high levels of advocacy, excellent service, and professional communication.Key components of the program include In addition to the work, you do with your manager daily, you’ll have the opportunity to participate in programs and events over the 10 weeks., • Intern Orientation and Closing Presentation at Iselin, New Jersey headquarters, • Speaker Presentations, Town Halls, Monthly webinars by Executive Leadership, • Learning from our CEO and COO about World’s business strategy, operating model, and key priorities, • Self-paced online program provided by the Council for Insurance Agents and Brokers, • Fun networking, volunteer, and social events, • Developmental workshops Qualifications, • Must be enrolled in a business program at an accredited university or college and graduating in May 2027 or December 2026. (Graduates and students enrolled in Insurance and Risk Management programs strongly preferred), • Must be willing to work onsite, M-F between 9 a.m. and 5 p.m. (we do not offer remote internships), • Prior customer support experience preferred., • Possess strong organization / administrative and computing skills, including Microsoft Office (Word, Excel and Power Point), • Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven., • Maintain a sense of urgency and ability to work with and meet deadlines., • Demonstrate effective written and verbal communication, including the ability to actively listen, and problem solve with minimal assistance., • The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information., • Ability to maintain a professional demeanor and positive attitude.What You'll Gain:, • You will have the opportunity to learn how World helps clients improve financial performance while protecting them from risk exposure., • You will have the opportunity to build a foundation for a solid career in a stable industry with a rapidly growing team., • You will develop valuable skills and build a network that will help you launch a successful career. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-KM1 Powered by JazzHR ZPgRv9WZny

Job Description Job Title: Senior Entry Writer – Customs Brokerage Location: Great Neck, NY 11021 (On-site preferred) Salary Range: $75,000 – $90,000 annually (commensurate with experience) About the Role: We’re seeking a highly experienced Senior Entry Writer to join our import operations team. This individual must be able to work independently, manage full-cycle customs entry processing, and troubleshoot complex compliance issues. This is a critical position within a growing brokerage department and requires an expert-level understanding of U.S. import regulations — along with mandatory CargoWise experience. Key Responsibilities: • Prepare and file customs entries for ocean and air shipments in CargoWise, • Classify goods accurately using HTS codes, • Resolve holds, compliance issues, and CBP requests including CF-28s and CF-29s, • Work directly with freight forwarders, importers, and government agencies, • Maintain thorough documentation in compliance with U.S. Customs and PGAs, • Stay up to date with regulatory changes and proactively inform internal stakeholders, • Troubleshoot operational delays and provide quick, effective solutions Requirements: • 5+ years of experience as an entry writer in U.S. customs brokerage, • CargoWise experience is required (non-negotiable), • Strong knowledge of HTS classification and U.S. Customs procedures, • Ability to work independently and manage a high-volume workload, • Experience with ACE and ABI systems, • Excellent organizational and communication skills Why Join Us: • Competitive salary and benefits package, • Work with a reputable, well-established logistics firm, • Autonomy and respect for your customs expertise, • Supportive leadership and a collaborative culture

Job DescriptionSummary Paul Global Benefits (PGB) is now a part of World Insurance Associates. World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Position Overview The Account Manager supports day-to-day service needs for our clients at the direction of Producers, Account Executives and/or Senior Account Managers. This individual will contribute to a wide variety of projects supporting the design, financials, delivery, ongoing management, and communications of group benefits programs for EB clients. This position works both independently and on client teams in a fast-paced environment, managing multiple projects with competing priorities. Essential Duties and Responsibilities • Contributes to employee benefits strategy and the renewal/marketing process through gathering vendor/client information and census, obtaining historical data necessary for bid process, preparing RFPs, inputting, tracking, and analyzing benchmarking data, providing value-added analysis and summaries, etc., • Contributes to the completion of reports and administrative actions for clients including requesting Schedule As for Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions, etc., • Contributes to open enrollment process including coordination of meetings, preparation of materials and presentations, checking information, updating internal systems, delivering enrollment presentations, answering employee questions, etc., • Assists with implementation of new lines of coverage and carrier changes to ensure a smooth transition, completes all new and renewal business documentation., • Updates agency management system with new client and renewal information., • Assists with setup of online benefits enrollment support tools., • Resolves claims or administrative issues on behalf of client, escalates claims issues by identifying where plan provisions were misapplied., • Plans, prioritizes and provides timely, accurate work consistently and independently for new business and renewals ensuring internal and external deadlines are met., • Attends onsite and offsite client meetings as necessary., • Contributes to client retention efforts by building strong client satisfaction from a tactical client management perspective., • Complies with established best practices by client segment utilizing established workflows to deliver service excellence within the scope of services for assigned clients., • Developing knowledge of EB carriers, EB products and plans, and carrier broker/client portals., • Developing knowledge of group benefits in multiple product lines (i.e., medical, dental, life, AD&D, disability) and federal/state legislation related to the insurance industry., • Developing knowledge of agency management systems, quoting tools and EB workflows., • Developing knowledge of EB value proposition by segmentation, applicable EB templates and standardized client service deliverables., • 1-3 years of Employee Benefits Brokerage Client Management experience., • Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry., • Life/Health insurance license or the ability to obtain immediately required., • Strong financial acumen, with the ability to develop and work with mathematical formulas., • Excellent time management and organizational skills with attention to detail and the ability to multi-task., • Ability to maintain effective relationships with peers, clients and carriers., • Ability to effectively communicate, both written and verbally, with internal and external stakeholders., • Ability to work independently, be resourceful and problem solve with strong analytical and critical thinking skills and high sense of urgency., • Advanced skills in Excel, PowerPoint and Word. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. Compensation This position is located in New York State. The base salary for this position at the time of this posting may range from $80,000 to $85,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 #LI-HYBRID Powered by JazzHR SDRbCWnqGp

Job Description Real Estate Acquisitions Associate Location: Great Neck, NY (In-Person) Employment Type: Full-Time About Gorjian Acquisitions Gorjian Acquisitions is a privately held real estate investment firm based in Great Neck, NY, specializing in the acquisition, repositioning, and management of commercial properties across the United States. Our portfolio includes retail, office, multifamily, and mixed-use assets. Position Overview We are seeking a Real Estate Acquisitions Associate to help identify, evaluate, and pursue new investment opportunities. This is a hands-on role working directly with the senior acquisitions team to screen, analyze, and advance deals from introduction through closing. Key Responsibilities • Proactively review and respond to incoming property offerings and broker inquiries., • Source and identify opportunities that fit our acquisition criteria., • Communicate with brokers, owners, and intermediaries to request rent rolls, financials, and key deal information., • Summarize and present potential deals to senior leadership for review., • Assist with initial underwriting, comps, and market research., • Support due diligence and transaction coordination as deals progress. Qualifications • Bachelor’s degree in Finance, Real Estate, Economics, or related field., • 1–3 years of experience in real estate acquisitions, brokerage, or investment analysis., • Strong communication and organizational skills., • Familiarity with Excel-based underwriting and real estate fundamentals (NOI, cap rate, etc.)., • Self-motivated and eager to engage directly with brokers, sellers, and principals. Compensation Competitive base salary, plus performance-based bonus potential. Company DescriptionWhy Work With Us At Gorjian Acquisitions, we’re more than just a real estate investment firm - we’re a fast-moving, entrepreneurial team focused on growth, performance, and long-term value. Our team members are trusted with real responsibility, and their contributions directly impact the success of our portfolio. We specialize in acquiring, leasing, and managing commercial real estate across the country, and we operate with a hands-on, results-driven approach. You’ll work in a professional environment where attention to detail, strong communication, and personal accountability are valued every day. If you’re looking for a place where you can grow, contribute meaningfully, and be part of a winning team - this is it.Why Work With Us\r\n\r\nAt Gorjian Acquisitions, we’re more than just a real estate investment firm - we’re a fast-moving, entrepreneurial team focused on growth, performance, and long-term value. Our team members are trusted with real responsibility, and their contributions directly impact the success of our portfolio.\r\n\r\nWe specialize in acquiring, leasing, and managing commercial real estate across the country, and we operate with a hands-on, results-driven approach. You’ll work in a professional environment where attention to detail, strong communication, and personal accountability are valued every day.\r\n\r\nIf you’re looking for a place where you can grow, contribute meaningfully, and be part of a winning team - this is it.

The Brokerage Manager performs all duties correctly and in compliance with all government regulations and is responsible for supervision and control of all US Customs related activities of the department. Excellent current knowledge of US Customs Brokerage requirements.

The Research Intern will assist the research team with data entry, market research, and various organizational tasks to support brokerage and research operations. The intern will gain hands-on experience in commercial real estate research while helping maintain and organize critical market data. Par

Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. Advisor Desktop Product Owner - Vice Presi

Real Estate brokerage or a minimum of 1 year experience in new development marketing or onsite leasing preferred. Are you a people-person with a passion for real estate and a knack for creating unforgettable first impressions? We are looking for a motivated, customer-focused Leasing Associate to be

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds,

Morgan Stanley is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, inves

Imagine jumping into a dynamic role where you support a busy brokerage team every day! As a Brokerage Operations Coordinator, you'll be the backbone of smooth daily operations – handling paperwork, ensuring transactions go through on time, and working closely with brokers and other departments. Ar

This entry-level role is perfect for recent graduates aiming to build a career in risk management and insurance. A financial services firm in New York is seeking a Brokerage Operations Coordinator to support daily operations and assist in coordinating documents.

Have 2+ years of professional experience in real estate brokerage, leasing, or client representation, across residential, commercial, or mixed-use properties. Mercor is seeking experienced Real Estate Brokerage and Agency Professionals for a project with one of the world’s top AI labs.

The Research Intern will assist the research team with data entry, market research, and various organizational tasks to support brokerage and research operations. The intern will gain hands-on experience in commercial real estate research while helping maintain and organize critical market data. Per

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

American Global is a privately held insurance and surety brokerage firm specializing in construction risk management. This role is the starting point in a structured progression leading toward client-facing responsibilities and leadership within American Global's Surety Practice.

Job Description Administrative Assistant / Client Service Trainee Ference-Gray Insurance Brokerage LLC, Port Chester, NY, USA • On-site The Opportunity We are a rapidly expanding insurance agency searching for a highly detail-oriented and personable Administrative Assistant to join our team. This role is not just an administrative position—it is a formal career path opportunity to train and transition into a licensed Account Executive (a salaried, internal client service position). You will learn the insurance brokerage business from the ground up while providing essential support that ensures our agency runs smoothly and our clients receive exceptional service. Key Responsibilities (Administrative & Client Support) You will be the organizational backbone of our office, handling critical day-to-day operations and directly supporting the Owner and the team. • Client Communication Hub: Manage incoming phone calls and emails, efficiently directing client inquiries to the appropriate team member., • Document Processing: Accurately and timely process high-priority paperwork, including:, • Certificates of Insurance (COIs) and ID Cards, • Motor Vehicle Reports (MVRs), • Endorsements, New Business, and Renewal policy documents., • System Management: Update and maintain our Agency Management System (AMS) to ensure data integrity and organizational efficiency., • Billing Resolution: Resolve client billing inquiries in a professional and effective manner., • Office Operations: Handle general office tasks, including filing, purchasing office supplies, and scheduling maintenance for office equipment., • Strong Communication: Excellent Verbal and Written communication skills are required for professional interaction with clients and insurance carriers., • Organizational Mastery: Possess very strong organizational skills and a meticulous, detail-oriented work style., • Tech Proficiency: Excellent computer skills, including strong proficiency in Microsoft Outlook, Word, and Excel., • Self-Starter Energy: Must be a self-starter with a positive, problem-solving energy who can work independently., • Growth Track: This position offers a direct path to transition into a licensed Account Executive (a high-value, inside client service role). We invest in training for your professional license., • Compensation: Competitive hourly compensation based on experience., • Preferred Experience: Candidates with prior insurance brokerage or agency experience will receive favored consideration and enhanced compensation. Company DescriptionWe are a niche' insurance brokerage providing insurance coverage to businesses, individuals and families. We specialize in the establishment and administration of Business and Personal Insurance Portfolios of clients with privately held businesses of all sizes.We are a niche' insurance brokerage providing insurance coverage to businesses, individuals and families. We specialize in the establishment and administration of Business and Personal Insurance Portfolios of clients with privately held businesses of all sizes.

Perform all duties of customer care account representative by providing brokerage pricing, tracing and tracking, and routing information for FedEx ground shipments for import. Brokerage), information systems and sales. They help customers of all sizes solve the intricacies of shipping goods globally