- USAA (Plano, TX)
- …maintenance of Life/Health license + Required annual completion of AHIP and Broker /Carrier appointments when applicable. + 2 years of financial industry and/or life ... sales experience + Experience delivering frequent written and oral communication + Experience acquiring and applying new concepts and information + Experience processing and analyzing information + Experience fulfilling requests and meeting deadlines +… more
- AIG (Dallas, TX)
- …and create cross sell opportunities for other Commercial products . Collaborate with broker to understand the deal structure, terms, and AIG Services that best meets ... clients' needs. . May review, evaluate and make recommendations to underwriting guidelines. . May direct or conduct internal underwriting audits. Negotiate pricing, terms & conditions, and deal structure with brokers and clients. Participate in special… more
- Austin Industries (Dallas, TX)
- …surety/retainage release - request from BAIC as needed from field office + Broker , Insurance, and Surety invoices - facilitate and process invoices for payment ... request cost code from PM/FOM + Surety status reports - send to Project Manager to update and return to surety + Annual permit letters, Bonds, and Certificates of Insurance **RFQ/RFP/Pre-qualification** + Perform initial review of requests for qualifications… more
- Insight Global (Dallas, TX)
- …rules. *Monitor and interpret regulatory developments affecting private funds, broker -dealers, and investment advisers. *Conduct periodic compliance testing, risk ... assessments, and forensic reviews to identify potential gaps or deficiencies. *Assist in the development and implementation of compliance policies, procedures, and controls. *Lead training sessions for employees on key compliance topics including Code of… more
- World Insurance Associates, LLC. (Houston, TX)
- …performance review responsibilities + Complete Understanding of a national insurance broker 's sales, service, and broking platforms COMPUTER SOFTWARE SKILLS + ... Proficient in all Microsoft office products + Mid-level expertise with excel PROFESSIONAL LICENSES/CERTIFICATIONS + Preferred insurance designation such as CPCU, CIC, or ARM + Licensed Property & Casualty insurance producer in resident state EDUCATION + 4-year… more
- WTW (Houston, TX)
- …_Estimated size of book 10-25 clients_ **Qualifications** **The Requirements:** + Broker 's license preferred. + Bachelor's Degree from an accredited college or ... university; international business or finance preferred + Insurance industry experience: 8-20 years of experience depending on complexity of client mix along with education + Proficiency in Microsoft Office Suite with a strong command of Excel + Proficiency in… more
- Trustmark (Austin, TX)
- …communities. **Overview of Role** Responsible for selling self-funded health products via Broker partners for groups under 200 lives then transitions account to an ... account manager for ongoing maintenance and service. Develops new accounts and/or generates new business from existing accounts. Pursues sales leads within assigned territory, defined by geographic area. Responds to customer inquiries and offers guidance on… more
- Cushman & Wakefield (Houston, TX)
- …Excellent communication and interpersonal skills are essential for client and broker interaction + Ability to prioritize, multi-task, and handle time-related ... deliverables on high functioning deal teams + Attention to detail; perform basic, efficient, error-free modeling and analysis + Understanding and comfort around concepts around finance, accounting, investments Cushman & Wakefield also provides eligible… more
- HUB International (Fort Worth, TX)
- **About HUB:** HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, ... investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and… more
- Travelers Insurance Company (Houston, TX)
- …with a local and national team to build client, agent, and broker relationships, evaluate and price risk through financial and contractual underwriting, and ... offer surety product line solutions to our agents and customers. The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will analyze and evaluate risk to achieve business goals… more