- Wells Fargo (Los Angeles, CA)
- …or supporting independent financial advisors, RIAs, or within an independent broker -dealer environment. + Deep understanding of the independent advisor business ... model, including operational flexibility, compliance nuances, and client service dynamics. + Proven ability to navigate complex organizational structures and influence without direct authority. + Familiarity with wealth management platforms, advisor technology… more
- Proofpoint (San Francisco, CA)
- …Loss Prevention that may include Endpoint DLP applications, Cloud Application Security Broker , Isolation a plus . A broad understanding of Internet protocols and ... how they work, particularly HTTP, SMTP, IMAP, RFC822, LDAP, PKI; CASB and other cloud architectures a plus . Basic knowledge of networking topology, TCP/IP protocol, network configuration and components (firewalls, routers, etc.) a plus This posting is… more
- Travelers Insurance Company (Diamond Bar, CA)
- …with a local and national team to build client, agent, and broker relationships, evaluate and price risk through financial and contractual underwriting, and ... offer surety product line solutions to our agents and customers. The Associate Account Executive (AAE) will build relationships with agents and brokers to provide insurance or surety solutions to customers. An AAE will analyze and evaluate risk to achieve… more
- Anywhere Real Estate (Beverly Hills, CA)
- …with needed documents + Maintain and track all closed archive files + Create broker files for each transaction + Provide daily office updates of new, pending and ... closed escrows ensuring effective communication with the Office Administrator and Brokerage Manager. + Provide backup to the Office Administrator and the Front Desk when needed. + Assist with other general administrative duties when needed. **Qualifications… more
- Lithia & Driveway (San Francisco, CA)
- …purchases, lease buyouts + Process Refunds checks, customer referrals checks and broker checks + RDR, Rebate Reconciliation + Finance Reserve Reconciliation + ... Schedule reviews and maintenance (SAR understanding, SPARK Notes) + Process Journal Vouchers + Understanding of all Product Payable lines and ability to reconcile Statements + Understanding of accounts receivable + Balance Intercompany transactions (ARAP) +… more
- Wells Fargo (San Francisco, CA)
- …disqualification are not eligible to be associated with a FINRA-registered broker -dealer. Successful candidates must also meet and comply with ongoing regulatory ... obligations, which include periodic screening and mandatory reporting of certain incidents. **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills,… more
- University of Southern California (Los Angeles, CA)
- …Engages with relevant stakeholders as necessary (eg, doctors, legal counsel, broker claims consultants, etc.). Documents, collects, inputs, tracks, and reports on ... insurance claim details and information in USC's risk management information system. + Engages with third-party administrators to initiate and manage new and existing claims. Reviews third-party administrator performance and makes recommendations for… more
- RxBenefits (Los Angeles, CA)
- …statement audit + Supervision of the internal/external customer service provided via the Broker Info inbox and JIRA ticketing system, ensuring requests are met with ... accurate and timely responses + Development and performance management of 2-3 commissions team members + Active participation in weekly Commission team meetings and bi-weekly Departmental meetings + Serving as an accounting liaison in commission-related… more
- World Insurance Associates, LLC. (Santee, CA)
- …from local agents. Founded in 2011, World is the second fastest-growing insurance broker in the US We specialize in personal and commercial insurance lines, surety ... and bonding, employee benefits, financial and retirement services, and human capital management solutions. Position Overview The Receptionist at World Insurance Associates is responsible for managing calls coming into the main phone line, receiving, and… more
- Sedgwick (Sacramento, CA)
- …+ Communicates claim action/processing with insured, client, and agent or broker when appropriate. **ADDITIONAL FUNCTIONS and RESPONSIBILITIES** + Performs other ... duties as assigned. + Supports the organization's quality program(s). + Travels as required. **QUALIFICATIONS** **Education & Licensing** Bachelor's degree from an accredited college or university preferred. Professional certification as applicable to line of… more