- UNUM (Columbia, SC)
- …quality of service for select brokers + Anticipate and deliver on the broker /customer's needs. + Utilize critical thinking to analyze the root cause of an issue ... and customer relationship management. This is the point of contact for broker commissions and regulatory and compliance inquiries, which directly influence broker… more
- Public Partnerships LLC (Little Rock, AR)
- …roles and responsibilities of Public Partnerships in providing Support Broker services to Participants/representatives, including the responsibility of assisting ... : + Assist participant/representatives as needed to identify, recruit, select , hire, train, schedule, manage/supervise, and terminate employees. Ensure that… more
- T. Rowe Price (Owings Mills, MD)
- …team at T. Rowe Price! Career Returnship/Transition: Intermediary Sales Consultant ( Broker /Dealer, RPS & DCIO) Location: Multiple Locations Including Owings Mills, ... to gross sales, net new flows (when applicable), redemption rates, and select activity targets, as well as maintain shared accountability for territory goals… more
- 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
- Aston Carter (Issaquah, WA)
- …finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading ... companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the US, Canada, Asia Pacific and Europe, Aston Carter serves many of the… 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
- 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
- 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
- JPMorgan Chase (White Plains, 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
- 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
- Raymond James Financial, Inc. (San Jose, CA)
- …client needs. Evaluation, originality and ingenuity are required to locate, select and apply appropriate procedures, processes and techniques to specific ... **_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. (Norcross, GA)
- …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
- Aston Carter (Arvada, CO)
- …in international trade regulations for the bio-pharmaceutical industry. Skills: Custom broker logistics, import logistics, Trade logistics, Licensed custom broker ... compliance, supply chain, trade compliance Top Skills Details: Custom broker logistics,import logistics,Trade logistics Additional Skills & Qualifications: Basic… more
- Guardian Life (Bethlehem, PA)
- …Rating the sale of a case and ensuring that the Case Profile is sent to the broker timely. + Following up with the broker to ensure that the completed Case ... (RFO) standards. The New Business Coordinator is also available to assist a broker /planholder with the completion of Case Profile. + Confirm to whom commissions are… 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