Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

SUMMARY

Assisting underwriters with servicing files and attaching information. Clerical duties and communication with other departments and with brokers as required.

ESSENTIAL DUTIES & RESPONSIBILITIES

Include the following:

• Assist underwriting staff with servicing files & attaching pertinent information to files
• Communicate internally with other departments via e-mail and telephone
• Communicate externally with brokers as required
• Clerical duties, such as filing and pulling files as required
• Preparing Certificates of Insurance
• Editing & formatting of documents using a variety of software & programs
• Reviewing documents for accuracy
• Other duties as assigned

CERTIFICATES, LICENSES & REGISTRATION

Not Applicable

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• A strong work ethic, good organizational skills and the ability to work within a team environment
• Strong writing/language, and people skills
• Interest in being involved with community outreach and company culture
• Well-developed typing skills, understanding of Microsoft Office
• Driven attitude & the ability to work under pressure and with strict deadlines
• Positive & professional communication skills
• Ability to multi-task in a fast-paced environment
• Time management skills & ability to consistently meet deadlines
• Must be organized & detail oriented

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Morstan General Agency seeks an Entry Level Insurance Assistant to join our team in New Hyde Park, NY. 

This position assists the processing group and the front desk by reviewing insurance applications, data entry, inspections, and other pertinent information to evaluate, classify, and rate submissions for insurance by performing the following duties.

WHAT YOU’LL DO:

• Provide full assistance and support for the sales and production process as needed.

• Work with Underwriter when reviewing risks submitted by Producers, rate submissions for premium and terms, issue written binders.

• Become thoroughly familiar with the use of all agency management software systems and suggest labor saving uses to management.

• Order and review inspections. This duty requires the ability to identify the different exposures of risks, verify information obtained on inspection with the information on policy for accuracy and verification of underwriting guidelines.

• Issuance of Certificates of Insurance.

• Greet clients and visitors when needed.

• Operate agency telephone switchboard, route incoming calls to appropriate teammate, and take adequate and legible messages or transfer to the appropriate voice-mail box.

WHAT YOU’LL NEED:

• High School Diploma or equivalent

• Exceptional telephone demeanor

• Ability to maintain a high level of confidentiality.

• One (1) to two (2) years related experience.

WHAT WE OFFER:

• Excellent growth and advancement opportunities

• Competitive pay based on experience • Paid Time Off (PTO)

• Generous benefits package: health, dental, vision, 401(k), etc.

• Employee Stock Purchase Plan

WHO WE ARE:

Morstan General Agency, one of the largest members of Bridge Specialty Group, provides customized solutions for all our customers’ insurance needs.

Experience and relationships matter. Our highly trained professionals have built the reputation within the insurance marketplace as being able to find comprehensive coverage at competitive rates.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Work Arrangement/Location: Ideally, this will be a hybrid position based at an M&T Bank location in Buffalo, NY, Paramus, NJ, or NY, NY. Depending upon the location of the final candidate, it might be a remote position.

Overview: The Assistant General Counsel - Commercial Bank provides transactional and regulatory support to M&T’s Treasury Group and Broker-Dealer Affiliate. Specifically, this position will support our business partners in advising on the following: (i) derivatives transactions used to hedge customer loan and bank balance sheet transactions, (ii) the issuance of M&T Bank Debt and other liquidity management transactions, and (iii) the origination and management corporate private placements;  each including reviewing and negotiating derivatives documentation (ISDA Master Agreements), financing documents, assisting in deal structuring, issuer due diligence and managing outside counsel. In addition, the Assistant General Counsel will assist with Broker-Dealer regulatory and compliance activities, including reviewing/drafting policies & procedures and reviewing marketing materials.  This is a dynamic, high-profile position for a self-starting lawyer willing to dive into several new and challenging projects. ncumbent will collaborate with outside legal counsel on legal matters.  Counsel leads efforts to mitigate complex legal risks facing M&T and develops and executes corporate policy and positions on legal issues.

Primary Responsibilities:

• Provide strategic legal advice and opinion to the organization and answer day-to-day questions from business personnel. 

• Provide guidance and support for existing products, new product design, geographic expansion, etc., taking into account all applicable laws, rules and regulations.

• May represent the organization in litigation matters for assigned businesses or bank functions.

• Draft, review and advise on business and legal documents including regulatory disclosures, marketing material and licensing statutes.

• Lead in the development and interpretation of departmental policies. Research and review existing law and make recommendations regarding new procedures and policies.

• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.  Identify risk-related issues needing escalation to management. 

Scope of Responsibilities:

This position is responsible for providing strategic analysis and counsel on complex legal issues for assigned business units. Incumbent should be able to anticipate and guard against legal risks facing M&T, develop and recommend corporate policy and positions on legal issues and conduct and coordinate research into a variety of legal issues. This position requires interaction with mid to senior level management.

Supervisory/ Managerial Responsibilities:

Provide guidance to junior staff members; may supervise Paralegals and administrative staff.

Education and Experience Required:

• J.D. from an accredited law school.

• Minimum of 4 years' experience as an attorney or other relevant legal experience.

• New York State or applicable state bar admission.

• Four or more years of experience as an attorney with a law firm or in-house at a financial institution, including specific experience the following areas: corporate private placements and issuer due diligence; ABS, RMBS and CMBS securitizations, Mortgage warehousing transactions, derivatives documentation / transactions.

• Demonstrated ability to effectively and efficiently manage outside counsel.

• Ability to identify legal issues, evaluate legal risks, and offer solutions.

• Strong negotiation, interpersonal, organizational skills.

• Excellent writing, analytical and verbal skills.

• Strong analytical and decision-making skills.

• Excellent organizational skills, and ability to pivot quickly across assignments and complete projects efficiently, timely and with a minimal supervision.

• Strong customer service orientation.

• Ability and desire to work in an environment that emphasizes information sharing, collaboration, teamwork, mutual respect and integrity.

Preferred Experience/Qualification:

• Familiarity with Broker-Dealer regulations is a plus.

Location