- CRC Insurance Services, Inc. (CA)
- …time. 1. Develop, maintain and cultivate client and agent relationships. 2. Solicit, market , quote, bind, and confirm new and existing business. 3. Negotiate the ... Monitor accounts to ensure compliance with the firm's policies and procedures. 6. Assist broker to meet or exceed production goals as assigned by CRC. 7. Maintain… more
- Jimcor Agency Inc. (Irvine, CA)
- …online research and requesting additional information needed from the client. + Select and market the risk, by line of coverage, to markets to negotiate terms & ... pricing. + Provide comparisons and illustrations to compare options and support client presentation process. + Utilizes knowledge of automated systems to develop information for new or renewal policies. + Prepares quotations for agents and answers inquiries… more
- BRIDGE Housing Corporation (San Francisco, CA)
- …underwriting and due diligence for each transaction including financial modeling, market surveys, broker interviews, interaction with property management ... should be able to evaluate and assess potential acquisitions including market research, underwriting, structuring, closing and transaction management. The preferred… more
- CVS Health (Sacramento, CA)
- …Summary** : Sales Executives are professionals who help us build our middle market business via the broker distribution channels for Medical, Group Insurance ... and the products and services being sold. + Must be willing to travel within the Market . + Health & Life Insurance license or willing to obtain within 90 days of… more
- CBRE (Palo Alto, CA)
- …reports, and strategies are accurate on time. Prepare materials and take part in market meetings and broker debriefs. + Partner with Research and Marketing teams ... and materials for Sales Management. + Provide data about market segments, business activity, and success rates. Help identify...success rates. Help identify expert resources to support the broker 's pursuit activities. + Provide the sales team with… more
- SitusAMC (Los Angeles, CA)
- …providers to discuss specific projects * Complete site inspections and detailed market analysis, including broker interviews and discussions with property ... cash flows, and other key underwriting metrics * Conduct property level & market /submarket due diligence, with specific focus on market trends, comparable… more
- SitusAMC (Los Angeles, CA)
- …memo/Asset Summary Report and underwriting + Complete site inspections and detailed market analysis, including broker interviews and discussions with property ... and/or review existing Argus cash flow models; edit assumptions based on actual market data collections and financial review information + Review third party reports… more
- Zurich NA (San Francisco, CA)
- Market Facing Underwriter, Middle Markets 121067 Zurich Middle Markets has delivered double-digit growth over the last four consecutive years, and we strive to ... We've been committed toassembling a team of dedicated Middle Market leaders and underwriters who understand this space very...Zurich: + You will develop and maintain relationships with broker partners and customers across all industries in support… more
- UNUM (Walnut Creek, CA)
- …specific market agenda. + Assist with delivering customer forums, broker events, leadership travel arrangements Proactive Mining and execution of the Inforce ... role is instrumental to the success of the Core Market & Specialists teams for business with 100+ employees....market team + Assist Sales Team with delivering broker development programs + Financial GPC processing which may… more
- Cushman & Wakefield (Los Angeles, CA)
- …May assist with market research of prospective transactions + Participates in broker team calls and meetings as needed + May liaise with Commission Accounting on ... be responsible for translating analysis findings into high-level summaries for our Capital Market brokers. The ideal candidate will be based in Los Angeles, CA, and… more