- Zurich NA (Sacramento, CA)
- …where necessary. + Provide engineering support to underwriting teams and attend client/ broker meetings as needed. + Manage account risk portfolio and provide account ... the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation… more
- Lincoln Financial (Sacramento, CA)
- …all assessments in Lincoln's online information technology (IT) governance, risk, and compliance platform. + Responds to incoming requests from external parties for ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… 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. ... business per company guidelines. + Communicate and confirm with the retail agent the compliance of any actions pursuant to the findings of the loss control report… more
- JPMorgan Chase (La Canada Flintridge, CA)
- …Reviews and Inquires + Support business unit operational procedures and compliance requirements (eg completion of required operational forms and documentation) + ... 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… more
- Banner Health (CA)
- …for legal concerns and where appropriate engage internal forensics and compliance teams. 5. Assist in updating/developing, implementing and operating requisite ... in Endpoint Detection and Response security tools, CASB (cloud access security broker ) tools, and DLP (Data Loss Prevention) solutions. Knowledge of utilizing… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …client reviews + Maintain accurate client records and assist with compliance requirements + Support client onboarding, transfers, and day-to-day operational needs ... of experience in client service or operations within financial services (RIA, broker -dealer, custodian, or bank) + Strong communication skills and a client-first… more
- WM (Los Angeles, CA)
- …identify cost-saving opportunities and optimize routes. + Monitor carrier performance, compliance , and on-time delivery metrics. + Collaborate with export sales ... operations (import export in sea containers) + Certifications: Certified Transportation Broker (CTB), Certified Supply Chain Professional (CSCP), Lean Sigma are a… more
- Zurich NA (Los Angeles, CA)
- …+ Provide engineering support to underwriting team by attending client broker meetings + Perform field engineering services where necessary, primarily for ... the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation… more
- WTW (Los Angeles, CA)
- …renewal to clients + Ensures all policy requirements (legal, regulatory & compliance ) are met + Client-level coordination & management of all service delivery ... other relevant online tools + Must achieve and maintain an active insurance broker 's P&C license, and complete various continuing education activities as needed +… more
- Broadridge Financial Solutions (Sacramento, CA)
- …and manage security protocols for MQ, including user access controls, encryption, and compliance with industry standards. + Support Disaster Recovery (DR) for all MQ ... delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge,… more