- HUB International (East Longmeadow, MA)
- …unique, regional culture. We currently have an opportunity for an ** Account Manager - Client Advisory Team.** **Overview:** Responsible for servicing ... regarding new and/or renewal coverage. + Prepare policy quotes based on client 's needs, rates and coverages. + Prepare all transactions for assigned accounts,… more
- HUB International (East Longmeadow, MA)
- …sales goal set by management. + Perform accurate and thorough reviews of client coverage, exposure, price and communicate recommendations to the customer in a timely ... for management as required. + Other responsibilities as assigned by Manager . **Qualifications:** + Experience servicing personal accounts within an insurance agency.… more
- Bank of America (Simsbury, CT)
- …industry or sales experience **Schedule:** Monday - Fridays and rotating Saturdays **Skills:** + Advisory + Account Management + Client Experience Branding + ... and Client Focus + Issue Management + Client Solutions Advisory + Pipeline Management +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Simsbury, CT)
- …Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding ... Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management *...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more