- TIAA (Dallas, TX)
- …and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. + Leads ... to promote efficient and effective practices and supports advisory team in overall book management strategy. + Ensures delivery of client service and sales support… more
- Anywhere Real Estate (San Antonio, TX)
- …with Better Homes and Gardens Real Estate franchisees within a defined territory (the " Book of Business"). The focus of this role is on three primary pillars: ... and implement growth strategies to expand franchise footprints and increase market share. + Lead complex consulting engagements involving financial analysis expense… more
- PNC (TX)
- …for clients seeking advice and guidance. They engage with clients within their book of business to better understand their goals and objectives and recommend ... of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service,… more
- Truist (Dallas, TX)
- …Specific activities may change from time to time. 1. Manage a profitable book of clients consisting of small to mid-size medical practices and medical physicians, ... consisting of deposits, loans, and assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners… more
- Travelers Insurance Company (Austin, TX)
- …Overview** The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the ... responsibility for the profitable growth and retention of a book of business. + Meet with MGU partners to...and emerging issues. Analyze underwriting results for the Program book of business and provide direction to address findings… more
- EquipmentShare (Dallas, TX)
- …future of construction. Pay: $64,000 - $150,000+ (Base + uncapped commission with no market restrictions) Schedule: Monday to Friday, 7:00 AM to 5:00 PM, and offers ... purchasing from an EquipmentShare dealership location + Fiercely care for your book of business. That means nurturing, managing and informing your relationships to… more
- The Hartford (San Antonio, TX)
- …risk selection, pricing, administration and account management of the Umbrella and Excess book of business. + Profitably writing and balancing a territorial book ... base pay range is primarily based on analysis of similar positions in the external market . Actual base pay could vary and may be above or below the listed range… more
- Livingston International (TX)
- …in Canada and the third largest entry filer in the US We're a market leader offering customs brokerage, consulting and compliance, and freight forwarding services at ... as many leads as possible, educate and qualify the leads they connect with, and book qualified meetings to move the sales process forward. This is a junior position… more
- Southland Industries (Carrollton, TX)
- …set of drawings and documents to operations for secured projects. + Review estimating book with Chief Estimator prior to turn over. Make (2) copies for turnover and ... provide electronic copy of book contents. + Execute Spec Review Form for all...needs of industrial clients. Expanding on the growing industrial market , Brandt acquired Hilbig Services in 2018. **BRANDT TODAY**… more
- Lucid Software (Austin, TX)
- …Effectively close business, prospect, and build personal relationships within existing book of accounts in assigned territory (West/Mountain) + Provide excellent ... the value of the Lucid Suite, understanding the target market and personas + Develop a mentality of Teamwork...+ Experience in building personal relationships and expanding existing book of accounts (as an Account Manager, or similar… more