- The Hartford (Frisco, TX)
- …Workflow distribution + Coordinate activities for all supporting tasks (Rating, Agent/ Broker information, Risk Engineering, etc.) on new business submissions and ... renewal accounts. + Prioritizes territory workload based upon varying service requirements and customer needs of different activities/transactions. + Monitors work performance to ensure quality objectives and service commitments are achieved. + Facilitates… more
- CVS Health (Austin, TX)
- …and ROI. + Participates in and/or conducts focus group sessions, broker briefings or one-on-one meetings with consultants, brokers, general agents and/or ... employer groups to obtain voice of customer feedback and support achievement of sales and retention goals. + Combines data-driven insights with market and segment research to uncover unmet customer needs and align existing solutions and/or design new… more
- Charles Schwab (Westlake, TX)
- …well-established firms. Hundreds of large financial advisors from the wirehouse, independent broker dealer, and other channels decide to make the transition to ... independence by becoming an RIA and starting their own firms. While the move may be positively ambitious, it comes with a major challenge that these advisors have never experienced: starting and managing and ultimately growing their own business. Your role is… more
- CVS Health (Austin, TX)
- …in the accounting system. + Follow systems of checks and balances. + Allocate broker commissions for payment. + Answer internal and external customer calls. + Update ... customer-related information in accounting system. + Identify and resolve problems in timely manner. + Follow up on delinquent accounts and own accountability for open items. + Collect and post claim payments against monthly invoices in accounting system. +… more
- Health Care Service Corporation (Houston, TX)
- …is responsible for meeting sales targets to directly sell or through a broker sell from a portfolio of products. Ability to travel, including overnight stays ... within assigned region as necessary. Job Requirements: Must have State Insurance License. 2 years' experience selling group health insurance products with a proven track record OR have met HCSC group health new sales goals in a group health insurance sales… more
- Bank of America (Plano, TX)
- …Specialist (CAMS) + Knowledge of anti-money laundering (AML) regulation and guidance for broker -dealers + SIE, Series 3, Series 4, Series 7, and/or Series 24 ... licenses + Experience interacting with Front Line Units & Customers/Clients + Knowledge of FICC or Equity products and services and/or Prime Brokerage + Law enforcement background + Excellent written and verbal communication skills + Self-starter capable of… more
- CBRE (Austin, TX)
- …and conditions. + Coordinate the negotiation of sales through a field broker . This includes negotiating leases and lease amendments, monitoring lease expirations, ... and negotiating lease renewals. + Locate and acquire new properties to meet the client's requirements and timeline. + Disposition of surplus space through subleasing, sales, early lease terminations, etc. + Understand how to review, evaluate, and interpret… more
- HUB International (Austin, TX)
- …8:00am-5:00pm CT **About Us:** HUB is a global insurance and employee benefits broker , providing a broad array of property, casualty, risk management, life and ... health, employee benefits, investment and wealth management products and services. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in… more
- Deloitte (Dallas, TX)
- …+ Licensed attorney + Enrolled Agent + Other Certifications: + US Customhouse Broker 's License + CUSECO (Certified US Export Control Officer) + Where applicable, ... non-US citizen qualifying credentials: + Foreign equivalent of the above certifications + CUSICO (Certified US Import Compliance Officer) + Professional Accreditation in EU Customs Law (post masters) Preferred + Prior consulting experience + Advanced degree… more
- TEKsystems (Plano, TX)
- …long-term. + Loan Underwriting: Review and assess files submitted by broker clients, ensuring compliance with FHA, VA, and conventional lending guidelines. ... + Approval Process: Work closely with the loan structure and precision income teams to finalize approvals. + Credit Reviews: Perform thorough credit analysis and processing final approval files daily (subject to volume). + Compliance & Risk Assessment: Ensure… more
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