- Modernizing Medicine (Boca Raton, FL)
- …2024 + Inc. 5000 Fastest-Growing Private Companies in America 2024 + 2024 Black Book Awards, ranked #1 EHR in 11 Specialties + 2024 Spring Digital Health Awards, ... "Web-based Digital Health" category for EMA Health Records (Gold) + 2024 Stevie American Business Award (Silver), New Product and Service: Health Technology Solution (Klara) Who we are: We Are Modernizing Medicine (WAMM… more
- KeyBank (Naples, FL)
- …The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and ... deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the… more
- Insight Global (Tallahassee, FL)
- …personal insurance products tailored to their needs. Maintain and grow a book of business through renewals, cross-selling, and referrals. Ensure compliance with ... Florida insurance regulations and agency standards. Process policy changes, endorsements, and claims support. Educate clients on coverage options, deductibles, and risk mitigation. Collaborate with underwriters and carriers to secure competitive quotes.… more
- Oshkosh Corporation (Bradenton, FL)
- …instruction + Determine root cause for shortages + Assemble shop paper including build book & work order batching + Responsible for Change Order (PCO) distribution + ... Follow up on any issues + Raise potential issues to the appropriate level for disposition + Maintain a safe and clean work environment by complying with procedures, rules, and regulations + Demonstrate effective interpersonal communication skills + Regular… more
- Republic Services (Sarasota, FL)
- …load) pickups. + Maintains driver documents, such as logbook, quarterly permit book , trip reports, wastes manifests, etc. + Understands and ensures accurate ... placarding, load securement, HAZMAT load segregation and labeling. + Clear understanding of state weight limit laws. + Maintains company equipment. + Understands and utilizes company technology, such as mobile applications and software maintenance, as assigned… more
- Rock Family of Companies (FL)
- …business development initiatives and drive lead flow + Establish, develop and maintain a book of business to drive referral volume and revenue + Consult with clients ... and analyze their financial situations to determine the appropriate loan product to achieve their goals. + Advise and educate clients on the home-buying or refinance process and how to better manage their mortgage + Evaluate client financial status and… more
- DoorDash (Miami, FL)
- …You're excited about this opportunity because you will + Manage your book of business ensuring strong customer health and adoption. Achieve gross-and-net retention ... revenue targets while identifying upsell opportunities to pass to our account development teams. + Develop success plans to ensure customer objectives are achieved. Build strong, long-lasting relationships and become a trusted advisor with key stakeholders and… more
- Staff Management | SMX (Hialeah, FL)
- …qualifications and exclusions. + Obtains pricing for items outside of the price book . + Obtains freight pricing from freight system. + Provides voluntary alternates ... where applicable. + Communicates with customer through sales department. + Logs proposals into tracking system. + Manages customers orders . Position Requirements: **What You Need to Succeed:** + College degree preferred + Typically requires 2-5 years of… more
- Raymond James Financial, Inc. (Ocala, FL)
- …+ Meets production targets that impact overall company revenue goals. + Develops a book of business consistent with AMP program goals for assets under management and ... required production. + Provides a high level of client service. + Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps clients identify… more
- World Insurance Associates, LLC. (Miami Lakes, FL)
- …without guidance or direction AND delivers renewal messaging for most clients within book of business. Uses judgment on more manual renewals to execute on service ... plan. Has deep understanding of markets to make informed recommendations to clients. May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities. Primary Responsibilities Primary Activities (60% or more… more