- AON (Dallas, TX)
- …challenges and use that information to explore potential solutions. + Manage a book of business and expand overall client relationships. Skills to be successful in ... challenges and use that information to explore potential solutions. + Manage a book of business and expand overall client relationships. Skills to be successful in… more
- Kestra Financial (Fort Worth, TX)
- …Essential Duties and Responsibilities * Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case ... sales efforts on behalf of the firm; not required to build own book of business * Commitment to culture requires a demonstration of professionalism, accountability,… more
- Kestra Financial (Cypress, TX)
- …Essential Duties and Responsibilities + Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case ... and sales efforts on behalf of the firm; not required to build own book of business nor develop new prospects + Commitment to culture requires a demonstration… more
- Cupertino Electric (TX)
- …status to upper management. + **Customer Relationships** PXs are expected to maintain a book of work within their network of contacts and meet informally with them ... internal and external opportunities. You have the important responsibility of managing a book of work within a division for a specific area, customer, or region.… more
- The Hartford (Houston, TX)
- …quality, and timeliness while working alongside the Underwriter to Manage a Book of Business. Multi-task, prioritize and manage daily work activities. Organizes ... new skills* Strives to learn and understand dynamics of the territory, Book of Business Knowledge Building effective relationships and partnerships* Words and… more
- ADP (San Antonio, TX)
- …you want a lasting career with a company that offers autonomy to run a book of business, flexibility to make your own schedule, and gives you work-life balance?_** + ... training and the latest technology to set you up for success as you manage your book of business. You'll spend most of your time doing what you do best -- selling… more
- University of Texas Rio Grande Valley (Harlingen, TX)
- …with proctoring duties for module and lab exams. + Ensures and create grade book templates for each module assigned, confirms grade book calculations, and post ... grades in blackboard. + Prepares and analyzes grade reports submitted into the module blackboard and provides faculty with feedback on any issues/discrepancies. + Accesses and enters course and student information in the student information system. + Assists… more
- American Express Global Business Travel (Austin, TX)
- …and pro-actively anticipate traveler needs to sell additional services + Arrange and book domestic and international business travel, in a variety of complexity, for ... act on special customer requests + Prevent fraudulent callers from trying to book trips afterhours by following our security protocols. + Collaborate within your… more
- TIAA (Frisco, TX)
- …high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. + ... to promote efficient and effective practices and supports advisory team in overall book management strategy. + Provides client service and sales support as a part… more
- Navy Federal Credit Union (Dallas, TX)
- …products and services offerings + Accountable for managing an established book of business, including growing the portfolio, developing and maintaining relationships ... member engagement both nationally and within a determined locality + Analyze book of business, portfolios and interactions to determine new business opportunities… more