- CareSource (Dayton, OH)
- Job Summary: The National Broker Account Manager is responsible for creating and overseeing execution of a winning CareSource sales strategy for Marketplace and ... of CareSource Play a key role in implementation of systems to support Sales Operations Functions. Collaborate with product...by providers, etc. Create and maintain regular cadence of broker communication being the driver of timing and content… more
- Summers Agency (Baltimore, MD)
- …The Summers Agency is currently seeking an Independent Life & Health Insurance Broker to join our rapidly growing team. This is a 100% commission-based opportunity ... Strong work ethic and willingness to follow a proven system Coachable, self-driven, and goal-oriented professionals Candidates able to...a full-scale business opportunity, we have the tools and systems to help you succeed. Ready to learn more… more
- Affinity Group (Tampa, FL)
- …demand for our clients. Affinity Group brings decades of expertise and a consultative system that is tailored for a localized approach. Perks & Benefits: Health and ... Independently support prospective clients throughout the sales cycle, utilizing CRM systems and ensuring data accuracy Leverage critical thinking to guide prospects… more
- Rainbow Properties (Sunnyvale, CA)
- Description Broker Associate Role Looking to expand your real estate team with strong momentum behind you? Join a high-performing environment designed to help you ... team culture driven by results. We're seeking a motivated Broker Associate ready to lead and build while continuing...strengthening your personal brand, you'll be supported by proven systems , advanced training, and marketing resources so you can… more
- POET LLC (Wichita, KS)
- …business disclosure agreements Review and input contract details into transaction processing system Point of contact for customs broker regarding exports and ... regulatory compliance Download and analyze reports QUALIFICATIONS & SKILLS: 3+ years' experience in compliance, para-legal, human resources, or related field Associates Degree or equivalent Experience with Microsoft's Office Suite, and capable of learning new… more
- Alchemy Financial Group (Cameron, NC)
- About the Insurance Broker position We are looking for a skilled Insurance Broker to join our team and help us with managing our business development activities. ... to ensure the stability of company's revenues and growth. Insurance Broker responsibilities are: Consult clients about befitting risk management strategies Develop… more
- eXp Realty (San Antonio, TX)
- …a 8x Glassdoor Best Places to Work organization! What you will do: The Managing Broker will be responsible for supporting the Designated Managing Broker in the ... an exceptional track record as a supervising real estate broker of a small to medium firm, an understanding...a "people-person" but also possess the ability to implement systems and processes. As a participant on the eXp… more
- American International Group, Inc. (New York, NY)
- …insurance solutions for our global customers, empowering our clients and broker partners to navigate complex cross-border risks with confidence and consistency. ... Multinational clients and stakeholder relationships, including relevant client & broker relationships in close collaboration with Multinational Client Executives,… more
- RenaissanceRe (Minneapolis, MN)
- …Underwriting background with a focus on US domiciled business, with established broker and client relationships. They will be responsible for identifying and ... cultivating partnerships with MGAs, treaty clients, and broker relationships. This individual will be a thought-leader and...benefits, a comprehensive talent development program, and a reward system in which employees share in the success of… more
- Santander Holdings USA Inc (Buzzards Bay, MA)
- …defined on a quarterly basis. Maintain compliance with all applicable bank, broker /dealer, State and Federal regulations associated with the sale of investment and ... Degree or equivalent work experience: Finance, Economics, Management Information Systems , Statistics or equivalent field. - Required. Master's Degree Finance,… more
- Berkley (Philadelphia, PA)
- …in support of the Division. *Handle all aspects of processing the Broker accounts. *Perform financial analysis on the audited/reviewed financials or other financial ... using appropriate tools. *Create and solicit renewal applications from the broker after reviewing the expiring policy and loss information. *Underwrite endorsement… more
- Howden Group Holdings (Minneapolis, MN)
- …to the bank for approval Assist in maintaining client payment instructions in our system and in the online banking systems . Bank account reconciliations Daily ... Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused...service. About Role Howden Re is the global reinsurance broker and risk, capital, & strategic advisor focused on… more
- USG Insurance Services, Inc. (Irvine, CA)
- …and Houston Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. ... Canonsburg, PA, expertly oversee and manage both our proprietary and third-party systems , ensuring our sales operations stay at the forefront of technological… more
- Cetera Financial Group, Inc. (Dallas, TX)
- …Experience working with data analytics tools or platforms. Understanding of CRM systems and advisor workflows and automations. Exposure to user experience (UX) ... Financial Group(R) ("Cetera") is a leading network of independent retail broker -dealers empowering the delivery of objective financial advice to individuals,… more
- TopMark Funding LLC (Portsmouth, NH)
- …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...Structure, and General Sales Philosophy, TopMark CRM, and other systems . Solid performers will continuously work to source and… more
- Worldwide Flight Services (Pittsburgh, PA)
- …arrival or departure of flight to retrieve or drop off flight documents. Notify Broker or Freight Forwarder on the Master Airway Bill (MAWB) of shipment's arrival at ... shipment is abandoned by consignee. Data capture AWB information into airline system (s). Manifest flight based on information received from the warehouse. Print… more
- STRATACOR Enterprise, LLC (Minneapolis, MN)
- …(ie Microsoft Office suite of products), technology applications, and phone systems Ability to prioritize and understand customer needs and adapt/respond to ... Microsoft Office suite of products, technology applications, and phone systems Preferred Qualifications: Bachelor's degree; or equivalent combination of education… more
- Monroe Capital LLC (Chicago, IL)
- …departments to identify process improvements in terms of efficiency (including systems recommendations) and risk mitigation Identify areas of further development ... managing compliance throughout the organization Implement and maintain a Broker /Dealer compliance program consistent with FINRA requirements Requirements Qualifications:… more
- LPL Financial Holdings, Inc. (Edmonds, WA)
- …and prepare materials for client meetings Keep client management systems up-to-date with client information Assist with various documentation requirements ... deserves objective financial guidance. As the nation's leading independent broker -dealer, we offer an integrated platform of cutting-edge technology, brokerage,… more
- Wealth Enhancement Group (Deer Park, NY)
- …(CRM-Salesforce) database Research and follow up on any issues with the Broker /Dealer, WEG Operations, and vendors Record incoming assets to the appropriate blotting ... position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems . more
