- Siemens Energy (Orlando, FL)
- …all aspects of the US Customs Quality team, managing internal reviews, broker relations, operational improvements, duty savings, reporting, and customs payments for ... and duty drawback),risk management, internal reviews and spot checks, broker oversight,record retention, customs reporting, and the implementation andmaintenance of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …process, and business structure of independent registered investment advisors and introducing broker dealers. + Working knowledge of account types and experience in ... James products and service offering for RIAs and Introducing Broker Dealers. + Leveraging technology and back office systems...with clients in various roles at the RIA or broker dealer, including executive management. + Constructively work under… more
- HUB International (Fort Lauderdale, FL)
- …Limited ("HUB") is one of the largest global insurance and employee benefits broker , providing a broad array of property, casualty, risk management, life and health, ... service. A consultative approach to selling and a demonstrated ability to broker effectively with clients and insurance companies. + Generating and pursuing new… more
- USAA (Tampa, FL)
- …annuity and/or life insurance distribution through full-service brokerage and bank broker dealer firms. + Excellent relationship management skills and demonstrated ... level of business acumen in the areas of annuity business operations, broker dealer sales processes and paperwork, sales suitability, industry practices and emerging… more
- Trustmark (Tallahassee, FL)
- …new/maintain existing business. Stays current with our Administrative, Enrollment, Broker , and Enrollment Company capabilities and processes. Responsible for ... new/maintain existing business. Stays current with our Administrative, Enrollment, Broker , and Enrollment Company capabilities and processes. **Key Accountabilities**… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the service experience for independent registered investment advisors and introducing broker dealers for the custodian and clearing services platform. Strategic ... and business structure of independent registered investment advisors and introducing broker dealers. + US financial regulations impacting custodian and clearing… more
- CVS Health (Tallahassee, FL)
- …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
- Cushman & Wakefield (Tampa, FL)
- …deals through adherence to standardized, best practice procedures and anticipation of broker needs + Review deals for accurate property, customer, and pricing terms ... practices, proactively resolve issues, and identify ways to continuously improve the broker experience + Identify gaps in Deal Desk processes (both operational and… more
- AON (Lake Mary, FL)
- …AM's time will vary from day to day based on current client, broker and carrier needs. Responsibilities: + Project managing of assigned Enrollment Solutions deals ... AM's time will vary from day to day based on current client, broker and carrier needs. Responsibilities: + Project managing of assigned Enrollment Solutions deals… more
- Guardian Life (Tallahassee, FL)
- …of state insurance laws (inclusive of NAIC). + 3-5 years of broker -dealer and registered investment advisor compliance experience, with experience at an ... insurance-affiliated broker /dealer as a plus. + Prior examination, auditing or testing experience. + Series 7; 24 licenses required or obtained within 120 days. + A… more