- Aflac (Detroit, MI)
- …CRM system (BCLM). * Responsible for maintaining the Certified Broker Representative program, ensuring completion of training and verifying certification. * ... Broker Development Consultant The Company: Aflac Columbus The...plans, annual bonuses, and an opportunity to purchase company stock . On an annual basis, you'll also be offered… more
- ADM (Chicago, IL)
- **99777BR** **Job Title:** Senior Broker - Chicago, IL **Department/Function:** Investor Relations **Job Description:** **Senior Broker - Chicago, IL** Archer ... (AFS) is a wholly owned subsidiary and Guaranteed Introducing Broker of ADM Investor Services. AFS provides customers with...willingness and aptitude to learn trading platforms and quote systems . + Promotes the ADM Way and Core Values… more
- AON (New York, NY)
- …Willingness to travel as necessary. + Check all data into the Client Information System (CIS), GRIP, and other various databases/ systems . + Maintain daily diary ... Account Executive/ Broker II - (Professional Liability) New York (hybrid)...necessary. + Check all data into the Client Information System (CIS), GRIP, and other various databases/ systems .… more
- SMBC (New York, NY)
- …in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, ... to the President and is responsible for overseeing the management of the broker dealer's compliance risk and is represented by the Chief Compliance Officer as… more
- CRC Insurance Services, Inc. (New York, NY)
- …**Please review the following job description:** Serves as a partner to Broker providing superior support regarding all policies and key accounts. Provides high ... flow of information from agents and underwriters. 11. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports,… more
- CRC Insurance Services, Inc. (Franklin, TN)
- …**Please review the following job description:** Serves as a partner to Broker providing superior support regarding all policies and key accounts. Provides high ... flow of information from agents and underwriters. 11. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports,… more
- AON (New York, NY)
- …but not limited to clearing, entering brokers submission for new/renewal clients in FDT system and filing the client submissions and broker documentations to the ... but not limited to clearing, entering brokers submission for new/renewal clients in FDT system and filing the client submissions and broker documentations to the… more
- Diageo (PA)
- …spirits business in Pennsylvania. This role will guide and partner with expansive broker agency teams to deliver best in class omni-channel execution. This position ... role in terms of a direct link between Diageo, broker and the Pennsylvania Liquor Control Board. **Role Responsibilities:**...control management - working with Anaplan or similar planning systems to cascade and track forecasts + Trade Marketing… more
- Charles Schwab (Omaha, NE)
- …who will value your contributions and encourage your development. This Business Systems Analyst position will be responsible for building, shaping, and influencing ... systems and process change to optimize Treasury/Finance capabilities. This...Accounting and/or Asset Liability Management knowledge + Knowledge of broker dealer and bank risk management capabilities + Exceptional… more
- CoStar Realty Information, Inc. (Irvine, CA)
- …Excel skills and basic knowledge of other Microsoft Office applications. **Tools & Systems ** + Web Enterprise + Zoom teleconference system + Microsoft Office ... due diligence is available to buyers, and support the broker 's buyer engagement as needed to sell the property...Understanding and mastery of specialized internal databases and reporting systems to provide relevant data and information to internal… more
- AON (Bannockburn, IL)
- …via Broker Desktop tools that require actions in a timely manner. + Ensure system of record (Bridge & Broker Desktop) is accurate and current to ensure ... a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at...that require actions in a timely manner. + Ensure system of record (Bridge & Broker Desktop)… more
- CRC Insurance Services, Inc. (Durham, NC)
- …working from home. This role will be the overarching relation with assigned broker firms while continuously growing broker headcount by effectively presenting ... our value proposition. Benefits Sales Executives develop an intimate knowledge of their broker firms and broker books of business to leverage CRC Benefits'… more
- CRC Insurance Services, Inc. (Birmingham, AL)
- …assigned geography. This role will be the overarching relation with assigned broker firms while continuously growing broker headcount by effectively presenting ... our value proposition. Sales Executives develop an intimate knowledge of their broker firms and broker books of business to leverage CRC Benefits' capabilities… more
- CRC Insurance Services, Inc. (Atlanta, GA)
- …around Georgia and Florida. The Solutions Advisor is responsible for managing the broker experience throughout the new build and renewal process. This role involves ... time to time. * Collaborate with all pre- and post-sale/service groups to manage broker experience as a point of contact throughout new build and renewal processes… more
- Charles Schwab (Westlake, TX)
- …The department is split into five Enterprise Teams: Technology, Broker -Dealer/Asset Management, Bank, Corporate, and Professional Practices. All interns will ... the execution of infrastructure and project audits. Infrastructure audits focus on systems and technology that support and secure Charles Schwab applications with a… more
- CRC Insurance Services, Inc. (Livingston, NJ)
- …working from home. This role will be the overarching relation with assigned broker firms while continuously growing broker headcount by effectively presenting ... value proposition. BSEs develop an intimate knowledge of their broker firms and broker books of business...renewal activities and schedules as necessary. + Utilizing internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.… more
- Aflac (FL)
- …this role? + Proficient group health underwriting knowledge + Proficient in broker and industry practices as pertains to product, enrollment techniques, and service ... needs of broker and client + Understanding of Aflac/Aflac Group's products...+ Understanding of Aflac/Aflac Group's products and services, affiliated systems and applicable operational policies and procedures + Knowledgeable… more
- PNC (Pittsburgh, PA)
- …in Pittsburgh, PA. The candidate must have Foreign Exchange experience or Securities Broker Dealer experience . The position will require the ability to create ... requirements, assist in design, test plans, and test execution of system functionality. Effective communication skills and strong analytic problem-solving skills are… more
- AON (FL)
- …+ Maintains awareness of all insurance carrier partner products, services, and systems . + Fully utilizes internal client management system to maintain ... + Maintains awareness of all insurance carrier partner products, services, and systems . + Fully utilizes internal client management system to maintain… more
- Atria Wealth Solutions (Sandusky, MI)
- …external network you develop. + Experience and aptitude with working with a broker -dealer technology, ie, electronic order entry systems , DocuSign, etc. to ... benefits package that includes medical, dental, vision, life, 401k, Employer Stock Ownership Plan (ESOP), and more. EOE/Vet/Disabled **Representatives are employed… more