- ReSource Pro (Bakersfield, CA)
- …process, technology, and data to serve more than 1,800 clients across the carrier, broker , and MGA segments - consistently earning a +96% client retention rate for ... over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in… more
- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Highmark Health (Sacramento, CA)
- …representatives concerning overdue payments, Resolution of inquiries related to broker commissions or TPA's, Creation of monthly reports detailing problematic ... accounts, Termination of groups for non-payment, Completing write-offs as appropriate, Coordinating AR issues affecting claims or inquiry processing with Membership and Billing personnel.Lead or participate in higher level AR tasks and projects, typically… more
- Colgate-Palmolive (Los Angeles, CA)
- …+ Experience with multicultural or Hispanic business preferred + Experience with broker management + Microsoft Office or Google Suite proficiency (ie, Sheets, ... Slides, Docs) **Compensation and Benefits** Salary Range $104,000.00 - $133,000.00 USD Pay is determined based on experience, qualifications, and location. Salaried employees may also be eligible for discretionary bonuses, profit-sharing, and long-term… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …preferably in financial services or wealth management. + Familiarity with broker -dealer platforms; experience with LPL is strongly preferred. + Strong written ... and verbal communication skills. + Professional demeanor with the ability to engage high-net-worth clients. + Reliable and punctual with a commitment to client-first service. + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred). +… 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
- Coinbase (Sacramento, CA)
- …demo calls, serving as a subject matter expert for the Prime Broker suite of services, and address technical cryptocurrency-related questions. * Operationalize new ... and existing policies, processes, and procedures, ensuring alignment with risk and control requirements. * Support product launches by driving operational readiness and ensuring seamless integration for institutional clients. * Serve as a key member of the… more
- AIG (San Francisco, CA)
- …and create cross sell opportunities for other Commercial products. + Work with broker to understand the deal structure, terms, and AIG Services that best meets ... clients' needs. + May review, evaluate and make recommendations to underwriting guidelines. + May direct or conduct internal underwriting audits. + Negotiate pricing, terms & conditions, and deal structure with brokers and clients. + Participate in special… more
- Carrington (Anaheim, CA)
- …as required to resolve outstanding issues. + Informs Account Executive, Broker , and/or borrower about discrepancies in title, appraisals, credit, employment, income ... and other file related items and status of the loan. + Reviews and evaluates credit information on mortgage loan documents to determine acceptability for loan programs. + Pulls or verifies credit reports and flood certificates as needed. + Submits completed… more
- Guardian Life (Sacramento, CA)
- …of prospects and clients and drive sales. + Work closely with Guardian's broker dealer (Park Avenue Securities) to drive revenue through PAS's multifaceted product ... platform. + Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a client's professional tax and legal advisors on concepts and techniques unfamiliar to them. + Demonstrate superior… more