- RxBenefits (New York, NY)
- …statement audit + Supervision of the internal/external customer service provided via the Broker Info inbox and JIRA ticketing system, ensuring requests are met with ... accurate and timely responses + Development and performance management of 2-3 commissions team members + Active participation in weekly Commission team meetings and bi-weekly Departmental meetings + Serving as an accounting liaison in commission-related… more
- Anywhere Real Estate (New York, NY)
- …the creation of sales tools and materials. + Develop and implement broker outreach strategies and events. + Provide recommendations to enhance property value, ... identify key selling points, and address project challenges. + Work with the Corcoran New Development Executive team on planning, design, and market research, including amenity spaces, interior design, and technology. Qualifications: + 3-5 years of experience… more
- Prestige Employee Administrators (Melville, NY)
- …Huge Plus (Highly Preferred): + Experience in the PEO, HRO, or Benefits/Insurance Broker industry is a major plus. + Hands-on experience with Salesforce Partner ... Relationship Management (PRM) or building custom partner portals. + Salesforce Platform App Builder certification. + Experience with data integration tools and managing API-based connections. + Familiarity with the PEO/HR tech ecosystem (eg, Kronos, JazzHR,… more
- SMBC (New York, NY)
- …of applicable regulatory standards / guidance for a Bank Holding Company / Broker Dealers including Reg YY Liquidity requirements * Familiarity with Market Risk a ... plus * Understanding of audit techniques, internal controls, and workpaper standards. * Excellent communication, presentation and professional skills including the ability to interact effectively at all levels within the organization. * Bachelor's Degree in… more
- World Insurance Associates, LLC. (Rochester, NY)
- …but not mandatory, if you have: + Sold commercial insurance for a top broker . Based on your experience, World will enhance your expertise through the company's ... training program; + Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and + Built and presented client "pitch decks" / presentations. Forms of Compensation As a World… more
- Sedgwick (Albany, NY)
- …+ 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
- Robert Half Finance & Accounting (Akron, NY)
- …systems to evaluate current and potential functionality. * Work with insurance broker /agent to determine acceptable coverage in all areas of insurance, not limited ... to property and casualty, umbrella, officer, etc. * Provide leadership in strengthening internal communications, creating, and promoting a positive and supportive work environment with associates of all levels in the company. * Coordinate all audit activity… more
- Vylla Home (Albany, NY)
- …agent websites, marketing support, social media training and more + Face-to-face broker support and coaching - true mentorship + Dedicated resources from Vylla ... and Carrington's family of companies (including lending, title and settlement services along with superior customer service from our headquarters in Aliso Viejo, California) + Back office support including dedicated transaction coordinators and an agent… more
- JPMorgan Chase (New York, NY)
- …and services are offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC. Annuities are made ... available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, NA are affiliated companies under the common control of JPMorgan Chase &… more
- JPMorgan Chase (New York, NY)
- …loan. + Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist ... and attend team marketing events and trade shows. + Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. + Support Client Manager to achieve high originations and retain existing… more