- CVS Health (Albany, NY)
- …+ Expert level experience in Self-Funding, in addition to working with client/ broker on their Health Plan strategy, interpreting and delivering the clients Annual ... Plan Review data. + Active Life, Accident and Health License . **Education:** Bachelor's degree or equivalent work experience. **Anticipated Weekly Hours** 40 **Time… more
- Raymond James Financial, Inc. (New York, NY)
- …knowledge of:** + Concepts, practices, and procedures of the securities industry, broker /dealer compliance and/or branch exams + Rules and regulations of the SEC, ... and/or training approved by Human Resources. **Licenses/Certifications:** * Appropriate series license (s) for assigned functional area required or the ability to… more
- UNUM (New York, NY)
- …to customers + In partnership with sales rep, provide thorough customer updates, broker feedback, and other pertinent action items that impact sales effectiveness + ... preferred + Licensed to sell insurance in the states within assigned territory, license required within 90 days from effective date of hire/promotion + Strong growth… more
- HUB International (New York, NY)
- …HUB International, you become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk management, life and ... years of experience in a Commercial servicing role + Property & Casualty License required + Proficient in Microsoft Excel formulas + Experience creating Acord forms… more
- Oak Orchard Health (Alexander, NY)
- …issues. + Utilize the roles of medical interpretation, conduit, clarifier, cultural broker and advocate. + Provide written translation of OOCH forms, provider ... in human, or health service preferred + Current New York State driver's license + High School Diploma or GED Comprehensive Benefits: Health / Dental /Vision… more
- Axis (New York, NY)
- …EDUCATION/TRAINING & EXPERIENCE: Bachelor's degree or equivalent; Claims adjuster license required; valid adjusting licenses in required states and additional ... commercial general liability claims on behalf of a syndicate, insurance company, broker , loss adjuster or solicitor Attain expert comfort level in remote and… more
- Prestige Employee Administrators (Melville, NY)
- …+ Manage the renewal process + Communicate renewal materials to client and broker + Prepare materials for employees based on client specifications + Review system ... degree or high school diploma with equivalent work experience + NY Health and Life License preferred but not required. This role is hybrid, 3 days in the Melville… more
- Mizuho Corporate Bank (New York, NY)
- …to add value and improve Mizuho Bank's US operations including the derivatives and broker dealer businesses. Based in the New York Metro area, IADA staff members ... and/or a professional certification (eg, MBA, CPA, CA, CIA, CISA, CFE) or license relevant to the profession. Demonstrates a sound understanding of the financial… more
- NBT Bank (Williamsville, NY)
- …player and high quality service provider + Advanced knowledge of all broker dealer advisory platforms Unique Job Characteristics and Requirements: FINRA Series 7, ... Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover additional… more
- Cushman & Wakefield (Albany, NY)
- …requests for service or client initiation documents * Draft and process all Co- Broker and agent engagement letters * Manage and oversee transactions occurring all ... CoStar and Real Capital Analytics a plus * New Jersey Real Estate Salesperson's License , or ability to obtain one within six months of employment. * Exceptional… more
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