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Preferred Mutual Jobs (NOW HIRING)

Americo

Mutual Fund Assistant

Kansas City, MO · On-site

Ozark National Life Insurance is hiring a full-time Mutual Funds Assistant to join our team! The ... Preferred Qualifications * Previous data entry or administrative experience, preferably in ...

Potomac

Internal Wholesaler

Bethesda, MD · On-site

$80K - $110K/yr

Preferred Qualifications * 1-3 years in financial services sales preferred (mutual funds, annuities, ETFs, or separately managed accounts). Objectives * Develop a deep understanding of Potomac ...

Allstate

Retirement Sales Support Consultant

$23 - $31.25/hr

Knowledge of all investment products preferred: mutual funds, variable annuities, variable life, stocks, bonds, unit investment trusts and 529 plans * Knowledge of different account registration ...

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All JobsPreferred Mutual Jobs

Preferred Mutual information

See salary details

$11K

$78.3K

$118K

How much do preferred mutual jobs pay per year?

As of Jul 18, 2026, the average yearly pay for preferred mutual in the United States is $78,333.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $96,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive at Preferred Mutual, and why are they important?

To thrive at Preferred Mutual, strong analytical skills, a solid understanding of insurance principles, and relevant educational qualifications such as a degree in business, finance, or a related field are essential. Familiarity with insurance management systems, claims processing software, and regulatory compliance tools is typically required. Exceptional communication, attention to detail, and problem-solving abilities are important soft skills that set candidates apart. These competencies ensure efficient service delivery, accurate claims management, and positive client relationships in the insurance industry.

What is the difference between Preferred Mutual vs Claims Adjuster?

AspectPreferred MutualClaims Adjuster
CredentialsLicenses, insurance certificationsLicenses, insurance certifications
Work EnvironmentOffice, remote, fieldOffice, remote, field
Industry UsageInsurance provider, mutual companyInsurance company, claims processing

Preferred Mutual is an insurance company that offers various policies, while a Claims Adjuster is a professional who investigates and settles insurance claims for companies like Preferred Mutual. Both roles require similar certifications and work environments, but their focus differs: Preferred Mutual is a provider, whereas Claims Adjuster is a role within insurance claims processing.

What is Preferred Mutual?

Preferred Mutual is a regional property and casualty insurance company that provides insurance products such as auto, home, business, and umbrella policies. Founded in 1896 and headquartered in New Berlin, New York, Preferred Mutual serves customers primarily in the Northeastern United States. The company works through a network of independent agents to deliver personalized insurance solutions. Preferred Mutual is known for its strong customer service and commitment to local communities.

What are some common challenges faced by insurance professionals at Preferred Mutual, and how can new hires prepare to address them?

Insurance professionals at Preferred Mutual often encounter challenges such as adapting to evolving regulations, mastering new technology platforms, and balancing customer service with risk assessment. New hires can prepare by familiarizing themselves with industry compliance standards, becoming proficient in common insurance software, and developing strong communication skills. The company typically provides comprehensive training and encourages collaboration, allowing team members to learn from experienced colleagues and tackle complex cases together.
More about Preferred Mutual jobs
What cities are hiring for Preferred Mutual jobs? Cities with the most Preferred Mutual job openings:
What are the most commonly searched types of Preferred Mutual jobs? The most popular types of Preferred Mutual jobs are:
What states have the most Preferred Mutual jobs? States with the most job openings for Preferred Mutual jobs include:
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Preferred Mutual jobs near you
Infographic showing various Preferred Mutual job openings in the United States as of July 2026, with employment types broken down into 3% As Needed, 82% Full Time, 12% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $78,333 per year, or $37.7 per hour.
Senior Representative, Alternative Investments

Senior Representative, Alternative Investments

Fidelity Investments

Lewisville, TX • On-site

Full-time

Re-posted 17 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 266 frontline employees who took The Breakroom Quiz

17th of 148 rated financial services

Job description

Job Description:

Summary

Operations & Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily. The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously. Attention to detail and accuracy is will be must for this role. The associate should be capable of dealing high volume workloads as well as managing multiple client requests/issues that must be completed within a tight timeframe. The associate will also be responsible for monitoring adherence to internal guidelines in addition to building and maintaining strong relationships while providing a superior level of customer service. In this position, the associate will be responsible for having the technical expertise to respond to inquiries related to transaction processing.

The ideal candidate will detailed oriented and possess excellent interpersonal and communication skills, the ability and desire to learn new functions and the ability to communicate both verbally and in writing.

Responsibilities

  • Process alternative investment subscription, redemption and transfer transactions

  • Meet transaction processing deadlines

  • Ensure alternative investment policy and procedures are followed and paperwork requirements are met

  • Problem resolution

  • Provide clear and concise communication to internal and external business partners

  • Track and monitor outstanding issues and provide timely updates

Qualifications

  • College degree preferred

  • Prior experience with the alternative investment product is preferred

  • 2+ years brokerage operations experience, or 5+ work related experience is preferred

  • Mutual fund operations experience will be considered in lieu of alternative investment experience.

Skills and Knowledge

  • Passion for Service

  • Detail oriented

  • Proficient transaction processor

  • Excellent writing skills

  • Ability to learn quickly

  • Ability to thrive in a fast paced environment

  • Strong organizational and multi-tasking skills

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Category:Brokerage Operations

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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