• Sales Management Sr Analyst

    CBRE (Palo Alto, CA)
    …the business and operating model. This job is part of the sales operations function. They are responsible for sales planning, strategy, and forecasting to achieve ... Prepare materials and take part in market meetings and broker debriefs. + Partner with Research and Marketing teams...success rates. Help identify expert resources to support the broker 's pursuit activities. + Provide the sales team with… more
    CBRE (07/31/25)
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  • Underwriting Specialist, Primary Casualty

    AIG (Los Angeles, CA)
    …and training to less-experienced underwriters - and support them in building their broker network. + Your relationships with brokers will be key to your success. ... also aim to generate new business by expanding your broker network, representing AIG at internal and external meetings/...an exciting time to join us - across our operations , we are thinking in new and innovative ways… more
    AIG (07/11/25)
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  • Equipment Finance Senior Account Executive

    TopMark Funding LLC (CA)
    …of strong performance. We are also interested in discussing opportunities with small broker shop owners with two or more years of successful equipment financing ... sales experience who are experienced in the broker business model and looking to expand their opportunity...business owners and equipment dealers. TopMark has an experienced Operations Team that provide our sales professionals with top… more
    TopMark Funding LLC (06/24/25)
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  • Risk Management Associate

    AON (Irvine, CA)
    …and vendor insurance compliance and certificate tracking system. + Assist Operations teams with interpreting lease requirements and compliance questions. General ... exposure schedules and coordinating submission of data and timely updates to broker teams. + Collaborate with Development Managers and Joint Venture partners on… more
    AON (07/22/25)
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  • Property Account Engineer or Field Risk…

    Zurich NA (Sacramento, CA)
    …and implementing customer service strategies that reduce loss and improve customer operations . + Provide engineering support to underwriting team by attending client ... broker meetings. + Perform field engineering services where necessary,...customer service strategies that reduce loss and improve customer operations . + Providing engineering support to underwriting team by… more
    Zurich NA (07/30/25)
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  • Investment Relationship Officer

    City National Bank (Los Angeles, CA)
    …Advisory Program accounts and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ... years of Client Service or Operational experience at a Broker Dealer or in an investment management environment. *...years of Client Service or Operational experience at a Broker Dealer. * Knowledge of SEC and FINRA rules… more
    City National Bank (07/16/25)
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  • VP, Surety Underwriting Officer

    Zurich NA (Sacramento, CA)
    …seasoned **commercial banker** , or a pro in **construction accounting or operations ** -if you're passionate about credit analysis and building trusted partnerships, ... assignments with confidence and autonomy + Building and maintaining strategic broker and agency relationships + Ensuring compliance with underwriting guidelines and… more
    Zurich NA (07/25/25)
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  • Underwriter, Inland Marine

    AIG (San Francisco, CA)
    …manager and product leaders in developing existing and establishing new broker relationships + Collaborating with Distribution, Territory Managers, and other line(s) ... more complex risks + Representing AIG at client and broker functions + Contributing to the development of less...an exciting time to join us - across our operations , we are thinking in new and innovative ways… more
    AIG (07/19/25)
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  • Sr Underwriter, Excess Casualty

    Axis (San Francisco, CA)
    …Casualty Leadership and various business partners (Claims, Actuarial, Distribution, and Operations ) and to support and influence the strategic direction of the ... business objectives. Work collaboratively to achieve shared goals. * Client and Broker Engagement: Maintain and develop strong relationships with key brokers and… more
    Axis (07/04/25)
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  • Account Associate

    M&T Bank (Orange, CA)
    **Overview:** Coordinates workflow among Sales, Operations , Credit, and senior management within LEAF (LEAF Commercial Capital Incorporated). Maintains the accuracy ... and handle related vendor communications. Obtain executed program agreements for each broker and dealer, including private label; review the documents, enter them… more
    M&T Bank (07/03/25)
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