- 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
- Publicis Groupe (Agoura Hills, CA)
- … As an Associate Director, Account Management, you'll oversee a cross-vertical book of business (3-4 clients), develop integrated paid media strategies across ... + Support Innovation & Testing: Own test design and execution within your book of business, helping move both client performance and agency capabilities forward. +… more
- Publicis Groupe (Agoura Hills, CA)
- …we are. This person would be an integral player in a cross-vertical book of business, focused on performance marketing, developing client and platform relationships, ... + You will work as part of a Client Team Pod and will oversee a book of business of 3-4 clients. + Collaborate with internal teams on media planning to support… more
- UCLA Health (Los Angeles, CA)
- …+ Ability to research medical diagnosis and procedure codes in CPT Code book and ICD-9_CM code book + Demonstrated excellent interpersonal skills, customer ... service skills, time management and organizational skills + Proficiency with Microsoft Word & PC and access database systems Preferred: + English/Spanish bilingual oral communication skills to conduct admission/registration interviews. + Detailed knowledge of… more
- HUB International (Newport Beach, CA)
- …assume the duties and responsibilities of an Account Executive/Account Manager to service a book of business with 1 or 2 clients to stay relevant with the changes ... business opportunities and delegating to appropriate team members. + May support a book of business with similar duties and responsibilities as service staff. +… more
- TIAA (Los Angeles, CA)
- …+ 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required + 5+ years building long-lasting relationships ... participate in competitive variable compensation package (paid on external sales, book of business, and balanced performance metrics) with material upside potential.… more
- JPMorgan Chase (San Jose, CA)
- …**Job Responsibilities:** + Monitor and analyze the progress of active account and book reviews, as well as staff productivity. + Identify opportunities to address ... ongoing suitability of investments and activities in client accounts. + Conduct Advisor book reviews to identify trends or patterns requiring further review that may… more