- CBRE (Sacramento, CA)
- …estate products. + Coordinate the negotiation of sales through a field broker . Negotiate leases, amendments, and track expirations. + Secure new high-value ... properties to meet clients' requirements and timelines. + Work with internal and external teams to ensure integration between the service lines. Track all transaction activity and prepare commissions, forecasts, vouchers, and accounts. + Contribute to new… more
- HUB International (Riverside, CA)
- …vital link between our Hub Accounting teams and our Insurance Carrier and Broker partners. Acting as a trusted communication bridge, we ensure seamless collaboration ... and resolution of inquiries. Our team specializes in researching and resolving carrier requests, managing documentation, and handling escalations with precision and care. As a dedicated servicing and support unit, we play a critical role in maintaining strong… more
- Zurich NA (Walnut Creek, CA)
- …position at Zurich: + You will develop and maintain relationships with broker partners and customers across all industries in support of business objectives. ... + You will leverage your Property and Casualty underwriting acumen across risk assessment, exposure evaluation and pricing to generate and maintain a profitable book of new and renewal business. + You will work collaboratively across business units including… more
- Jet Aviation (CA)
- …salary + uncapped commission! + Clear path for career advancement from Senior Broker to Director + Job stability and leadership support of development + Affordable ... health, dental and vision insurance plans through Aetna + 401K retirement savings plan with generous employer match! + Life insurance + Paid maternity/paternity leave + 20 days to start in vacation time and more earned each year + Paid sick time + 12 paid… more
- Parker Hannifin Corporation (Irvine, CA)
- …master for HTS, COO, and License status. + Revises and Updates Customs Broker SOPs as needed + Provides Import Clearance Instructions including master data files, ... and non-standard shipments inquiries + Audit's Return Goods Declarations for Customs Entries (high volume) + Develops and Tracks Customs Entry Audit Metrics and KPIs + Participates in regular Business Reviews with Customs Brokers + Works with Engineering… more
- Insight Global (San Francisco, CA)
- …booking high-quality meetings with financial advisors and decision-makers across RIAs and broker -dealer networks. This is a purely outbound role where you'll own the ... entire top-of-funnel process from sourcing your own leads using tools like Discovery Data, to crafting personalized outreach cadences in Salesloft, to executing 100+ cold calls a day. You'll be the first point of contact for prospects, educating them on their… more
- The Hartford (Brea, CA)
- …Brokers and Agents Qualifications: + 3+ years of P&C Middle Market Broker -facing Carrier Underwriting experience required + Demonstrated success in developing and ... maintaining solid relationships with all internal and external business partners + Excellent communication, interpersonal and presentation skills + An ability to think analytically about business problems, make recommendations and propose solutions + High… more
- The County of Los Angeles (Los Angeles, CA)
- …Engages in outreach and community-based service provision as required. Serves as broker between client and family, linking them to other community resources to ... assist individuals in maximizing their self-sufficiency and independence within the limits of their disability, providing case management services as appropriate as required. Conducts treatment groups in schools and other community settings with emotionally… more
- Wellington (San Francisco, CA)
- …sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will ... be marketing Wellington's public and private investment strategies to both new and existing clients across the wealth ecosystem. The successful candidate will bring broad asset management expertise and a keen understanding of the wealth distribution process.… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …Minimum two (2) years of Compliance and/or regulatory experience within both RIA and broker -dealer business segments., + Series 7, 24 (or 26), 63, 65 (or 66), Series ... 53 (or 51), and Life, Health, & Variable Annuity Insurance Licenses (or the ability to obtain within 120 days of hire). + Strong working knowledge of both brokerage and investment advisory business concerning the regulatory framework in which they operate. + A… more