- GuideOne Insurance (San Francisco, CA)
- …management and detailed knowledge of large and complex national and regional broker structures and their local operations. + Ability to communicate clearly and ... persuasively with distribution partners, peers, and senior executives without executive authority. + Strong negotiation and overcoming objection skills. Ability to negotiate best position and manage through conflicting priorities. + Solid experience with… more
- City National Bank (Los Angeles, CA)
- …Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker /Dealer, Investment Banking activities for CNB's Capital Markets, Registered and ... Unregistered Fund Vehicles, Support Functions (Operations, Compliance, Risk). Additionally, the position is responsible for maintaining and executing continuous monitoring program in accordance with audit methodology and taking into consideration industry… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more
- Zurich NA (Los Angeles, 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
- Robert Half Office Team (Yuba City, CA)
- …detail. + Customer-focused mindset with problem-solving skills. + Valid real estate broker 's license in California (required for activities like leasing and rent ... collection). + Certifications such as Certified Property Manager (CPM) or Accredited Residential Manager (ARM) from the Institute of Real Estate Management (IREM) are a plus. TalentMatch(R) Robert Half is the world's first and largest specialized talent… more
- Evolent (Sacramento, CA)
- …using advanced MS SQL Server tools, including SSIS, SSAS, XML, and Service Broker . + Conduct deep data analysis using SQL, proprietary applications, Azure App ... Insights, Data Dog logs, and JIRA. + Participate in QA and UAT, ensuring readiness and success for every deployment. + Identify and implement process improvements, contributing to operational excellence. + Collaborate on PIRs and RCAs, driving accountability… more
- Sedgwick (Concord, 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
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more
- Zurich NA (Sacramento, CA)
- …where necessary. + Provide engineering support to underwriting teams and attend client/ broker meetings as needed. + Manage account risk portfolio and provide account ... level engineering to meet underwriting requirements. + Provide advanced casualty consultative services to customers, identify exposures with significant loss potential, investigate cause/effect of major losses and review/assess casualty management program… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …years in client service (wealth management preferred) + Experience with broker -dealer platforms (LPL strongly preferred) + Strong communication skills and ... professional presence + Proficiency in Microsoft Office and CRM systems (Salesforce preferred) + Highly organized, reliable, and able to manage multiple priorities + Series 7 and 66 licenses are a plus, but not required Excited about this role? We'd love to… more