- AON (Dallas, TX)
- …Client Support: Dedicate 30% or more of your time to supporting a book of business/assigned client accounts. + Collaboration: Partner with regional and national ... Client Support: Dedicate 30% or more of your time to supporting a book of business/assigned client accounts. + Collaboration: Partner with regional and national… more
- WTW (Houston, TX)
- …lists on a variety of projects for assigned clients. + Manage a Multinational Book of Business relative to the Global Services & Solutions model as follows: First ... more strategic client relationship depending on client. _Estimated size of book 10-25 clients_ **Qualifications** **The Requirements:** + Broker's license preferred.… more
- HUB International (Houston, TX)
- …works collaboratively with the Producers and Account Executives managing a book of business. Coordinates and provides day-to-day service for property/casualty ... resolution for client questions and issues. **Job Duties:** + Manages a book of insurance business, including personal lines accounts for affluent clients, while… more
- PNC (Mcallen, TX)
- …+ Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales ... needed to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer… more
- STG International (Temple, TX)
- …1. Follow oral and written instructions. 2. Maintain material Life Safety Code book . 3. Organize and maintain all records necessary to operate the maintenance ... quickly to assist in cost reduction and savings. 32. Ensure all paperwork (Life Safety Book ) and electronic maintenance program is up to date and ready for survey at… more
- NCR VOYIX (Austin, TX)
- …scale and resources of an enterprise. How You'll Make an Impact: + Own a book of business and drive revenue growth through expansion, upsells, and renewals + Build ... alignment conversations + Identify and qualify new revenue opportunities within your existing book of business + Track activity and forecast with precision - you're… more
- Truist (Houston, TX)
- …below. Specific activities may change from time to time. 1. Manage a profitable book of clients consisting of small to mid-size law firms and attorneys, 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 within LSG… more
- Vanguard (Dallas, TX)
- …solving complex problems, and developing Practice Management skills (relationship management, book management, and sales). We've built a strong collaborative team ... demonstrating expertise to align solutions. Supports strategy planning for a book of business. Model growth opportunities, contribute to business planning… more
- Regions Bank (Dallas, TX)
- …reach deadlines, including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk ... and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their… more
- Southland Industries (Houston, TX)
- …set of drawings and documents to operations for secured projects. 20. Review estimating book with Chief Estimator prior to turn over. Make (2) copies for turnover ... and provide electronic copy of book contents. 21. Execute Spec Review Form for all bidding projects. **What you'll need to be successful:** + Successful track record… more