- Jimcor Agency Inc. (Pittsburgh, PA)
- …narratives, online research and requesting additional information needed from the client. + Select and market the risk, by line of coverage, to markets to negotiate ... terms & pricing. + Provide comparisons and illustrations to compare options and support client presentation process. + Utilizes knowledge of automated systems to develop information for new or renewal policies. + Prepares quotations for agents and answers… more
- HUB International (Riverside, CA)
- **ACCOUNT MANAGER - Regional SELECT BUSINESS UNIT** **General Description (SUMMARY, Scope, Purpose)** The Account Manager services and manages a book of insurance ... when necessary + Maintains data and documentation in the organizations broker management systems + Manage client relationship and troubleshoot client service… more
- HUB International (Wilmington, MA)
- …HUB International, you become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk management, life and ... an **Associate** **Account Manager** (with potential for hybrid work) to join our ** Select Business Unit** . The selected employee will be responsible for servicing… more
- HUB International (Norwell, MA)
- …HUB International, you become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk management, life and ... We currently have an opportunity for an **Account Manager** to join our Select Business Unit. The selected employee will be responsible for servicing, producing and… more
- Zurich NA (Washington, DC)
- …+ Technical knowledge of commercial Construction Casualty Underwriting + Established broker relationships (Retail, select brokers) in Mid-Atlantic Region + ... with the organization's appetite, balanced with sound business opportunity. + Make broker /customer and on-sight calls with a planned and well-prepared purpose. Basic… more
- HUB International (Riverside, CA)
- …when necessary + Maintains data and documentation in the organizations broker management systems + Manage client relationship and troubleshoot client service ... HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment… more
- JPMorgan Chase (New York, NY)
- …and services are offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC. Annuities are made ... available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, NA are affiliated companies under the common control of JPMorgan Chase &… more
- Atria Wealth Solutions (Chambersburg, PA)
- …assigned clients to monitor client progress toward client's goals, and serving as the broker of record for select member client accounts. The ideal candidate is ... work with the back-office support personnel at vendors and broker -dealer to ensure a high degree of quality service...LP. visit www.cusonet.com . CFS (Member FINRA/SIPC) is a broker -dealer and RIA with a stable, 25-year track record… more
- Zurich NA (Overland Park, KS)
- …Bachelors Degree + Technical knowledge of Commercial Casualty Underwriting + Established broker relationships (Retail, select brokers) in Mid-Atlantic Region + ... Sales execution mindset + Creative problem solving skills + Strong verbal and written communication skills As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time (… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and skills obtained through education and experience to perform various broker /dealer regulatory reporting duties including: report filings, journal entries, and ... financial analysis. Evaluation, originality and ingenuity are required to locate, select and apply appropriate procedures, processes and techniques to specific… more
- Guardian Life (FL)
- …Group Benefits Sales Representative who will be responsible for building and maintaining broker and plan holder relationships to drive ongoing sales and retention of ... determined based on the ability to attain high levels of production through broker development and internal relationships! This role will report to the Market Leader… more
- Guardian Life (New York, NY)
- …Group Benefits Sales Representative who will be responsible for building and maintaining broker and plan holder relationships to drive ongoing sales and retention of ... determined based on the ability to attain high levels of production through broker development and internal relationships. This role will report to the Market Leader… more
- Distinguished Programs (New York, NY)
- …Lines and Construction Professionals & Environmental. Distinguished partners with a select group of highly rated insurance companies to provide exclusive programs ... automation, linking data from multiple systems to drive growth (HubSpot, Salesforce, broker portal, IMS policy admin system and more). + Investigation into… more
- Guardian Life (New York, NY)
- …sales planning processes, possess a broad understanding of sales incentive plans and broker compensation within the Group Insurance industry. You have the ability to ... career progression. **You Will:** + Develop annual sales incentive plans and broker compensation programs in partnership with sales, motivating our distribution and… more
- Guardian Life (New York, NY)
- …for the overall compliance framework for PAS as a dually registered broker -dealer and investment adviser. The incumbent will lead the implementation and ... regulatory requirements. Candidates must have a broad knowledge of US broker -dealer and investment advisory compliance, regulated business environments and key… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …training. After the initial program, the ideal candidate would begin to manage a select group of qualified retirement plans that would include all aspects of plan ... _About Raymond James:_ _RJA is an investment adviser and full-service broker -dealer dually registered with the Securities and Exchange Commission. RJA also… more
- CRC Insurance Services, Inc. (Fort Worth, TX)
- …or Team Leaders regarding all policies and/or key accounts. Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents ... business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision. 2. Negotiate terms with the underwriters,… more
- City of Durham (Durham, NC)
- …real estate, and/or commercial real estate. + North Carolina Real Estate Broker 's License. + Valid, unrestricted, North Carolina driver's license "or" if you ... give specific web site, organization, or publication. 03 Please select your highest level of COMPLETED education. + Less...06 Do you have a North Carolina Real Estate Broker 's License? + No + Yes 07 How long… more
- HUB International (Providence, RI)
- …resource and partner to thousands of financial advisors, as well as banks, broker dealers and producer groups. BSMG has strong relationships based on mutual respect ... physicians, as necessary + Supports case management staff on select aspects of risk selection + Collaborates and partners...selection + Collaborates and partners with sales team and broker to understand the case design and client needs… more
- TopMark Funding LLC (CA)
- …of strong performance. We are also interested in discussing opportunities with small broker shop owners with two or more years of successful equipment financing ... sales experience who are experienced in the broker business model and looking to expand their opportunity...year. The Top Sales producer works with ownership to select the destination. In prior years Club $300K trips… more