- CVS Health (Sacramento, CA)
- …PowerPoint, TEAMs, Salesforce. + Persuasive Presentation Skills demonstrating value. ** Preferred Qualifications** + Established relationships with Broker ... are professionals who help us build our middle market business via the broker distribution channels for Medical, Group Insurance and Specialty products. Their goal… more
- The Walt Disney Company (Rancho Mirage, CA)
- …**Contacting & Lead Generation** + Contact potential clients to gauge interest in broker services and refer them to agents. **Document Handling & Compliance** + ... cannot negotiate terms. + Provide written, factual loan information from broker -prepared materials. + Notify borrowers about missing information in applications. +… 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. ... Production Assistant, Executive Production Assistant, Production Assistant, or designated Producer/ Broker (s). Responsibilities include: + Correspondence with agents or carriers… more
- The Hartford (San Francisco, CA)
- …culture, with direct responsibility for underwriting, sales leadership and broker /agency management. Responsibilities include: Solution Expertise and Innovation + ... GL, and financial lines a plus. (Open to considering someone with carrier/ broker /agent expertise in the emerging technology and emerging business model space.) +… more
- Elevance Health (Walnut Creek, CA)
- …ad hoc, mid-year, and annual utilization and benefit reporting to the broker and client. + Coordinates open enrollment meetings, renewal process and training ... + Travels to worksite and other locations as necessary. Preferred qualifications, skills, and experiences: + Six Sigma Green...qualifications, skills, and experiences: + Six Sigma Green Belt preferred . + Managed care experience preferred . +… more
- Broadridge Financial Solutions (Sacramento, CA)
- …supporting MQ / messaging products on non-z/OS platforms (eg, distributed environments) preferred + Knowledge of CICS, IMS, DB2 interfaces with MQ preferred ... + Working knowledge of programming languages such as COBOL, REXX or Assembler preferred + Knowledge of external security interfaces such as TopSecret, RACF in… more
- Cushman & Wakefield (Los Angeles, CA)
- …business service capabilities + Coordinate with other leaders within the entire Broker & Market Support Platform, including the Deal Desk and Marketing Centers ... and presentation skills **Qualifications:** + Bachelor's degree required + Master's degree preferred + 10+ years of Commercial Real Estate or Financial Services… more
- Transdev (San Francisco, CA)
- …patrons via a call center environment and direct communications with other Broker staff, service provider representatives, SFMTA officials, the general public and ... brief oral and/or written presentations. Skills/Knowledge/Abilities: The following are required or preferred : + Must be capable of communicating clearly at all times… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …service, preferably within wealth management or financial services. + Familiarity with broker -dealer platforms; experience with LPL is strongly preferred . + ... demeanor. + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred ). + Highly organized with strong attention to detail. + Ability to… more
- ReSource Pro (Bakersfield, CA)
- …discrepancies. + Experience with industry-standard software (eg, Nexus, Future Audit) is preferred . + The ability to articulate complex ideas clearly and concisely. ... + Strong organizational and time-management skills. + Insurance audit experience preferred . + Excellent written and verbal communication skills. + Proficient… more