- Carrington (Anaheim, CA)
- **Come join our amazing team!** Responsible for developing and maintaining broker /seller relationships to sell wholesale and correspondent mortgage loan products. ... approval for new mortgage brokers and sellers. + Establishes and continues the broker /seller relationship and ensure a steady flow of loan applications and purchases… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …preferably in wealth management or financial services. + Familiarity with broker -dealer platforms; LPL experience strongly preferred . + Strong written ... client financial plans. + Maintain accurate client records in CRM systems (Salesforce preferred ). + Follow up on pending client requests to ensure timely resolution.… more
- The Cigna Group (San Francisco, CA)
- …and existing distribution channels through segment expansion, capability development, broker engagement and successful execution of sales and retention strategies. ... with a variety of high-value external partners at the broker and client level, ensuring high levels of customer...or related field equivalent experience; Master's and/or MBA degree preferred . - Minimum 15+ years in a strategic and… more
- Zurich NA (Los Angeles, CA)
- …manage the LA Region's financial plan, growth strategy, cultivate client and broker relationships, retention and managing the overall health of our P&L. ... results + Recommending and implementing action plans after reviewing broker book of business profit, growth results and trends...+ 2 or more years of people management experience Preferred Qualifications: + Advanced knowledge and practice of Large… more
- Centene Corporation (Sacramento, CA)
- …of the Group Service Agreements (GSAs), Group Sales Notification (GSNs), and Broker Group Information Sheet (BGIS). Training of all SALSA entries and reporting. ... disseminates information to ensure quality consistency for all employer groups and broker contacts. + Maintains a comprehensive knowledge of all Health Net policies,… more
- Sysco (Salinas, CA)
- …with Sourcing partners on the most effective sourcing approach ** Broker (Category Producers/Suppliers) Sourcing & Performance Management:** + Develop strategies ... In scope are all aspects of performance management including strategic broker network partner relationship management, measurement & metrics, goal setting &… more
- CBRE (Palo Alto, CA)
- …are accurate on time. Prepare materials and take part in market meetings and broker debriefs. + Partner with Research and Marketing teams to generate reports and ... business activity, and success rates. Help identify expert resources to support the broker 's pursuit activities. + Provide the sales team with insight based on goals… more
- HUB International (Riverside, CA)
- …. Assist with the month-end closing process and running of reports for all Broker Management system(s) and GL system(s) within the accounting center. . Utilize your ... settlement, bad debt calculations. . Support the accounting conversion from various broker management systems and acquisition systems into the company broker … more
- HUB International (Riverside, CA)
- …+ Execute month-end closing process and running of reports for all Broker Management system(s) and GL system(s) within the accounting center. + Demonstrate ... and balance sheet reconciliations. + Support the accounting conversion from various broker management systems and acquisition systems into the company broker … more
- Cushman & Wakefield (Los Angeles, CA)
- …is essential in maintaining smooth day-to-day operations and enhancing broker productivity and client service **Job Description** **Key Responsibilities:** Calendar ... conferences, and client meetings. **Expense Management:** Prepare, process, and track broker expense reports in accordance with company policy; ensure timely… more