- 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
- CVS Health (Sacramento, CA)
- …are professionals who help us build our middle market business via the broker distribution channels for Medical, Group Insurance and Specialty products. Their goal ... Skills demonstrating value. **Preferred Qualifications** + Established relationships with Broker Channel. + Carrier Sales experience. + Bachelor's Degree in… more
- LA Care Health Plan (Los Angeles, CA)
- …of business, territory management/outreach and lead generation activities should be aligned to broker agents (Territory Reps can enroll as needed) in order to manage ... and target conversion rates including managing self-generated leads (with and without broker agents) and those provided by marketing campaigns and from the Inside… more
- Axis (San Francisco, CA)
- …business objectives. Work collaboratively to achieve shared goals. * Client and Broker Engagement: Maintain and develop strong relationships with key brokers and ... Client Focus: Strong commitment to building and maintaining client and broker relationships. * Innovation: Proactively drives improvements in underwriting practices… more
- The Walt Disney Company (Rancho Mirage, CA)
- …**Contacting & Lead Generation** + Contact potential clients to gauge interest in broker services and refer them to agents. **Document Handling & Compliance** + ... cannot negotiate terms. + Provide written, factual loan information from broker -prepared materials. + Notify borrowers about missing information in applications. +… more
- General Atomics (Poway, CA)
- …and process import and export shipments, including AES filing and customs broker interaction. + Provide trade compliance support for customs and logistics planning ... + Aerospace or defense industry prior experience - Preferred. + US Customs Broker license - Preferred. + Experience with process improvement methodologies such as… more
- USG Insurance Services, Inc. (Irvine, CA)
- …and Houston Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. ... Production Assistant, Executive Production Assistant, Production Assistant, or designated Producer/ Broker (s). Responsibilities include: + Correspondence with agents or carriers… more
- The Hartford (San Francisco, CA)
- …culture, with direct responsibility for underwriting, sales leadership and broker /agency management. Responsibilities include: Solution Expertise and Innovation + ... GL, and financial lines a plus. (Open to considering someone with carrier/ broker /agent expertise in the emerging technology and emerging business model space.) +… more
- Paychex (San Diego, CA)
- …Scheduling appointments and visiting potential and current referral sources, specifically the broker channel to secure referrals to end users. + Prospecting for new ... clients and new referral sources outside of the Paychex base, utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management. + Analyzing the prospects' needs and interests, determining… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …of experience in client service or operations within financial services (RIA, broker -dealer, custodian, or bank) + Strong communication skills and a client-first ... mindset + High attention to detail and ability to manage multiple priorities across systems and custodians + Proficiency in Microsoft Office; experience with CRM or portfolio reporting software is preferred + Bachelor's degree preferred but not required +… more