- World Insurance Associates, LLC. (Syosset, NY)
- …in May 2027 or December 2026. (Graduates and students enrolled in Insurance and Risk Management programs strongly preferred) + Must be willing to work onsite, ... of Insurance + Shadowing client calls and Client Advisor or Carrier visits + Data management...valuable skills in creating and presenting business proposals, understanding risk management , and developing time management… more
- M&T Bank (Bridgeport, CT)
- …and the effect on Bank credits. Prepare for, and present at, quarterly portfolio risk analyst meetings with senior management . Understand and adhere to the ... cash flow analysis and ability to repay annual debt service . Mentor less experienced analysts as required. Maintain work...accordance with the Company's Risk Appetite. Identify risk -related issues needing escalation to management . Promote… more
- KeyBank (Milford, CT)
- …advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will ... advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and… more
- Capital One (Melville, NY)
- …the single point of accountability and advise on prospects' and clients' deposit, treasury management , risk and other liquidity needs. The TMC builds a book of ... risk . They focus on creating and delivering customized client centric solutions through a consultative approach. This TMC...is desirable. This role functions as both the Treasury Management Consultant and Relationship Manager for client … more
- Citizens (Melville, NY)
- …procedures + Balanced approach to enable focus on both business unit goals and risk management objectives + Skilled at developing and implementing both strategic ... Description We are seeking a Corporate Banking Portfolio Management Team Leader who will oversee a team...and verbal communication and negotiation skills + Focused on client experience/ customer service + Flexible change… more
- CBRE (Melville, NY)
- Project Management Director, Critical Facility Ground Up Construction Job ID 213762 Posted 31-Mar-2025 Service line PJM Segment Role type Full-time Areas of ... Interest Construction, Project Management Location(s) Long Island - New York - United...critical facility ground up construction for an assigned high-profile client to achieve the company's strategic business objectives. The… more
- CBRE (Holbrook, NY)
- …provide the client with outstanding quality and minimal disruption, minimizing risk and providing great outcomes. You will engage deeply with multiple client ... Construction Long Island On-Site Job ID 213759 Posted 31-Mar-2025 Service line PJM Segment Role type Full-time Areas of...**What you'll do** + Oversee all facets of project management (budget, schedule, procurement, quality & risk )… more
- Equitable (Melville, NY)
- …**Role Highlights** + ** Client Engagement** : Build and nurture client relationships through networking events and portfolio management , ensure consistent ... Wealth Management Associate - NY, Melville (3921) ( 200005GC...**Financial Strategy Development** : Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …unique needs. You will leverage World's expansive resources to offer white-glove service and comprehensive risk management strategies. Primary ... + Utilize World's broad platform to offer a holistic approach to risk management , integrating solutions across personal lines, commercial lines, employee… more
- Wells Fargo (Norwalk, CT)
- …grow the business + Knowledge and understanding of Branch Banking compliance controls, risk management , and loss prevention + Ability to follow policies, ... serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees...most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for… more
- City National Bank (Melville, NY)
- …line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and ... current book eg, deposits, investments, credit. * Business & Risk Management - maintain awareness of updates...personnel, corporate and bank clients demonstrating commitment to quality client service . * Maximize client … more
- World Insurance Associates, LLC. (Woodbury, NY)
- …dollar, deductible/retention structures, quota share & layered property programs, liability towers, risk management , and alternative risk + Project/process ... products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is...Good understanding of complex property and casualty insurance programs, risk management , and alternative risk … more
- Siemens Energy (Holtsville, NY)
- …more years in construction, service , engineering, estimating, contract management , or client relations in Transmission/Power Generation preferred. ... measuring instruments. + Experience with self-perform work setup/execution, long-term service contracts, and strong client relations; Previous supervisory… more
- World Insurance Associates, LLC. (Woodbury, NY)
- …Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and ... to clients + Must be willing to become each client 's trusted risk management advisor...from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's… more
- Elevance Health (Commack, NY)
- …working with individuals with chronic illnesses, co-morbidities, and/or disabilities in a Service Coordinator, Case Management , or similar role; or any ... associates to primarily operate in the field, traveling to client sites or designated locations as their role requires,...accommodation is granted as required by law._ The **LTSS Service Coordinator - RN Clinician** is responsible for overall… more
- HUB International (Melville, NY)
- …lines and performing contract reviews, adjustments and audits. + Coordinates brokerage and client service efforts with captive management , actuarial, claims ... owned global insurance broker, providing a broad array of property, casualty, risk management , life and health, employee benefits, investment and wealth… more
- Bank of America (East Setauket, NY)
- …Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation ... client requests and makes referrals to appropriate internal service providers based on client needs and...Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer… more
- Bank of America (Oyster Bay, NY)
- …Pipeline Management + Active Listening + Attention to Detail + Risk Management + Policies, Procedures, and Guidelines + Client Management + Causation ... client requests and makes referrals to appropriate internal service providers based on client needs and...your insurance licenses. **Skills** **:** + Advisory + Account Management + Client Experience Branding + Customer… more
- CDM Smith (Woodbury, NY)
- …* Oversees groups operations including staffing, quality, profitability, sales support and client service . * Monitors business operations through monthly reviews ... laws for reporting, addressing any non-compliance. * Collaborates with Client Service Units, oversees, directs, and ensures...legislation that impacts the industrial market. * Knowledge of risk management and quality assurance practices. *… more
- Bank of America (Norwalk, CT)
- …through effective team management , structure, and routines. Skills: Coaching Customer Service Management Customer and Client Focus Performance ... owner, fostering a team environment, and instilling an effective client -centric and risk culture. Job expectations include...Management Talent Development Business Operations Management Recruiting Result Orientation Risk … more