- AON (San Francisco, CA)
- …identify and meet client needs and thereby retain and grow a profitable book of business. Through service, pricing, consultation, and reporting, you will promote the ... with Private Equity clients + Able to lead a book of business of at least $1 million in...client needs and thereby retain and grow a profitable book of business. Through service, pricing, consultation, and reporting,… more
- PNC (San Francisco, CA)
- …retain clients. Is accountable for ongoing exceptional client experience. Helps support a book of business. + Coordinates with team to determine action plan through ... to meet client goals. Holds team accountable for deliverables. + Helps grow a book of business through support of client expansion and new client acquisition. Helps… more
- TIAA (Pasadena, CA)
- …The Wealth Advisor partners with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time and ... cash availability. + Working in a team environment, grows book of business through identifying value-add products and services...+ Works in a team environment to maintain a book of business and meet or exceed annual sales… more
- LinkedIn (San Francisco, CA)
- …recommendations. **Responsibilities:** + Develop and execute a strategic plan for your book of business, leveraging LinkedIn's various tools and processes for ... book segmentation and engagement + Collaborate with clients to...and additional investment + Drive customer engagement across your book , balancing operating at scale and creating more strategic… more
- Travelers Insurance Company (Diamond Bar, CA)
- …AAE will analyze and evaluate risk to achieve business goals within an assigned book of business. As an AAE, you are decisive, detail-oriented, and are learning to ... + Manage the profitability, growth, and retention of a typically smaller assigned book of business. + Underwrite and negotiate routine customer accounts to minimize… more
- Navy Federal Credit Union (Vacaville, CA)
- …growth and engagement + Conducts local seminars and member engagement events to grow book of business + Partners with Wealth Advisor in assigned territory to segment ... book of business based on member needs and complexity...+ Proven ability to prospect and grow and established book of business + Ability to generate GDC based… more
- Travelers Insurance Company (Diamond Bar, CA)
- …An AEO will analyze and evaluate risk to achieve business goals within an assigned book of business. This role is seen as a technical resource. As an AEO, you ... You Do?** + Manage the profitability, growth, and retention of an assigned book of business primarily comprised of moderately to highly complex accounts. +… more
- ICW Group (San Diego, CA)
- …objectives are met, through the generation and maintenance of a profitable book of business. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Drives and manages a ... profitable and growing book of business. + Sells, services, and maintains a...that can sell and control a profitable and growing book of business. + Monitors production and quality of… more
- The Hartford (Brea, CA)
- …whatever direction you choose. Responsibilities: + Manages and Underwrites a Middle Market book of business + Analyzes agency book on quarter-to-quarter basis ... driving and execution of strategies for new and/or renewal accounts (prospective book management, executes on the mix strategy, low strategy, territorial and agency… more
- CGI Technologies and Solutions, Inc. (San Diego, CA)
- …(scanning) and reviewing, retrieval of individual application information, data entry, book printing, the generation of mailing labels, and sorting and affixing ... Perform data entry. * Operate various equipment for high speed scanning, image review, book print, quality control, mail out and metering mail. * When operating a… more