Top 25 Remote insurance broker Jobs in Whitefish, Mt

Sr. Transaction Coordinator - Remote or Hybrid
Cushman & Wakefield —Whitefish, MT
- $55,250 - $65,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
- Health savings account
- Disability insurance
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Licensed Financial Professional – Life Insurance & Wealth Management
Legacy Grove Group —United States
- $90,000 - $180,000 a year
- Part-time
- Remote
- Mid-level
- Parental leave
- Professional development assistance
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1d
Remote Financial Planner
Green Palm Financial —United States
- $30,000 - $125,000 a year
- Part-time
- Remote
- No experience needed
- Financial services
- Communication skills
- Work from home
- Flexible schedule
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5d

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Licensed Financial Professional – Life Insurance & Wealth Management
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Participate in ongoing training, mentorship, field development, and performance review. Experienced mentorship, field support, and weekly training.
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Wealth Solutions Investment Advisor
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Active FINRA Series 7 license required. Bachelor's degree in Business, Finance, Economics, or a related field, or an equivalent combination of education and…
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Sr. Transaction Coordinator - Remote or Hybrid

Cushman & Wakefield -
Whitefish, MT

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Job Details

Full-time
$55,250 - $65,000 a year

Benefits

Health savings account
Disability insurance
Dental insurance
Flexible spending account
Vision insurance
Retirement plan

Qualifications

Contract documentation review
Correspondence management
Preparation of internal financial performance reports
Legal correspondence preparation
Data analysis reporting
Phone communication
Operations coordination
Spreadsheets
Real estate client management
Mid-level
Financial analysis
Data quality management
Document workflow management
Key Performance Indicators
Client management
Managing real estate transactions
Financial data management
Market analysis reporting
Managing sales commissions
Request for proposal
Faxing
2 years
Real estate transaction management software
Data manipulation
Market research experience within real estate industry
Quality data entry
Lease compliance oversight

Full Job Description

Job Title

Sr. Transaction Coordinator - Remote or Hybrid

Job Description Summary

Provides operational coordination to C&W transactions management professionals who are supporting a client’s dispersed portfolio of real estate locations around the world.

Job Description

Responsibilities:

Provide exceptional client service at all levels, internally and externally
Track and report upcoming lease expirations and other critical dates
Manage smaller transactions and associated parties, i.e. Brokers
Provide support to the transactions team with any documentation required to be used during the transaction management process, including new leases, renewals, purchases, sales, subleases, options, etc.
Prepare negotiation summaries/RFP comparison matrixes
Gather data and real estate market information from research and brokers
Assist in the preparation of market and demographic information for use in presentations and meetings, speak to market information
Coordinate financial analysis
Draft and/or comment on RFP’s and LOI’s
Draft and process all requests for service or client Initiation documents
Draft and process all Co-Broker and agent engagement letters
Facilitate commission invoicing
Input commission information into C&W revenue reporting system
Assist with reporting functions:
Closing/Value-add reports
Negotiation summaries/RFP comparison matrixes
KPI tracking
Fusion/CoStar/REFLEX or other TM Technology updates and document uploads
Portfolio reporting (e.g. data manipulation, spreadsheet formatting) for both C&W and client
Other administrative client reporting duties that can better managed by C&W
Handle general administrative duties (e.g. copy/fax, light phone support, correspondence as needed, departmental support, etc.)
Process paperwork (e.g. blue-backed documents for signature, ensure proper distribution once documents are fully executed, act as a liaison between Real Estate, Lease Administration and Facility Management)
Review and understand broker market surveys and deliverables prior to client delivery
Complete Portfolio reporting (e.g. data manipulation, spreadsheet formatting) for client(s)
Coordinate client feedback questionnaires/surveys
Ensure and manage the quality and timeliness of transaction information entered into all databases
Prepare transaction communication tools and packages for management for internal approval process

REQUIREMENTS

Must obtain and hold state real estate salesperson license
Ability to read and understand commercial real estate transaction documents, such as a lease, purchase & sale agreement, sublease agreement, SNDA, estoppel, assignment agreement, etc.
2+ years real estate experience in transaction management or corporate real estate

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.

The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications.

The company will not pay less than minimum wage for this role.

The compensation for the position is: $ 55,250.00 - $65,000.00

Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email [email protected]. Please refer to the job title and job location when you contact us.

INCO: “Cushman & Wakefield”

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remote insurance broker jobs in whitefish, mt

Sr. Transaction Coordinator - Remote or Hybrid

Licensed Financial Professional – Life Insurance & Wealth Management

Remote Financial Planner

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