- US Foods (La Mirada, CA)
- …questions regarding, but not limited to product availability, delivery schedule, broker contact and line information, product information and specification, product ... 6. Prioritize requests based on urgency and customer status. 7. Develop broker and vendor contacts along with using internal resource pool to independently… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements * Delivering a high-quality service ... Office product suite, including Power Point and applications specific to the broker dealer Demonstrated ability to sell products and services to investment clients,… more
- Zurich NA (Sacramento, CA)
- …+ Provide engineering support to underwriting team by attending client broker meetings. + Perform field engineering services where necessary, primarily for ... + Providing engineering support to underwriting team by attending client broker meetings. + Monitoring property account engineering services to ensure that… more
- Navy Federal Credit Union (San Diego, CA)
- …relationships with members and internal/external sources. + Execute customer and broker purchase/sales orders of securities for current/new clients. + Identify ... + Ability to obtain appointment by the sponsoring insurance company, broker -dealer and/or Registered Investment Advisory Firm + Experience in business development… more
- CBRE (San Francisco, CA)
- …terms for land, office, retail, and industrial properties. + Coordinate field broker selection and required resources. Facilitate client review and approval of ... requests for proposals, proposal comparison packages, letters of intent, and broker 's opinions of value. + Analyze and interpret financial analysis templates… more
- CVS Health (Sacramento, CA)
- …who help us build our Aetna's Specialty Division business via the broker distribution channels for Dental/Vision products covering for the small group segment ... ability to work independently. **Preferred Qualifications** + Established relationships with Broker Channel. + Carrier Sales experience. + Salesforce experience. +… more
- AON (Irvine, CA)
- …exposure schedules and coordinating submission of data and timely updates to broker teams. + Collaborate with Development Managers and Joint Venture partners on ... exposure schedules and coordinating submission of data and timely updates to broker teams. + Collaborate with Development Managers and Joint Venture partners on… more
- AIG (San Francisco, CA)
- …manager and product leaders in developing existing and establishing new broker relationships + Collaborating with Distribution, Territory Managers, and other line(s) ... on a portfolio of more complex risks + Representing AIG at client and broker functions + Contributing to the development of less experienced staff + Participating in… more
- Axis (San Francisco, CA)
- …Strong negotiation and business development abilities. + Established wholesale broker relationships are highly desired. **Other desired skills and characteristics:** ... interact with all levels of internal and external business partners. Strong wholesale broker relationships and the ability to effectively analyze and assess risk and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …transaction booking related to checking accounts, including cash withdrawals, broker account activities, and non-cash transactions such as loan-associated purchases. ... and present Excel worksheets containing client financial data analysis, such as broker analysis and construction, or investment history spreadsheets. * Generate and… more