- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate Location: Walnut Creek, CA | In-Office Preferred (Hybrid Flex) Compensation: $70,000 - $90,000 DOE + Full Benefits + Career ... of experience in client service or operations within financial services (RIA, broker -dealer, custodian, or bank) + Strong communication skills and a client-first… more
- Zurich NA (San Francisco, CA)
- …flexibility, allowing employees to conduct individual work in their preferred location, while facilitating in-person connections and collaborative activities when ... Working collaboratively with assigned underwriters. + Supports Underwriter with broker /agent/distributor/customer interactions by providing basic customer service skills. Basic… more
- Zurich NA (Los Angeles, CA)
- …position at Zurich: + You will develop and maintain relationships with broker partners and customers across all industries in support of business objectives. ... underwriting, negotiation and interpersonal skills to grow and develop relationships with preferred distribution partners in an assigned territory. This role will be… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …within a production environment + Minimum of 3-5 years in production environment, preferred + Experience in the operation of material insert machines is necessary. + ... overall operation of equipment and their interrelations. + Associates degree, preferred + 1 year lead/supervisory experience in a production environment, … more
- Highmark Health (Sacramento, CA)
- …representatives concerning overdue payments, Resolution of inquiries related to broker commissions or TPA's, Creation of monthly reports detailing problematic ... and/or education as determined by the company in lieu of bachelor's degree ** Preferred ** + Master's Degree in Business **EXPERIENCE** **Required** + 5 - 7 years… more
- The Hartford (San Francisco, CA)
- …principles underwriting culture, and overseeing underwriting, sales leadership, and broker /agency management. The Managing Director will work closely with Y-Risk ... relationship-building skills. + Experience in emerging tech or evolving business models preferred . + Graduate degree or CPCU designation preferred . Salary Range:… more
- Lincoln Financial (Sacramento, CA)
- …NC (North Carolina); Hartford, CT (Connecticut); Work from Home **Work Arrangement:** Hybrid Preferred : Preferred employee will work 3 days a week in ... policies, and proposals - Experience in a financial services/insurance organization is preferred - Demonstrated ability to recognize and weigh business and legal… more
- CBRE (Sacramento, CA)
- …to client-driven priorities, commitments, and milestones. + Coordinate field broker selection and other required resources, subject matter experts, business ... processes, and standards within job discipline. **What You'll Need:** + Bachelor's Degree preferred with 8-12 years of relevant experience. In lieu of a degree, a… more
- Lincoln Financial (Sacramento, CA)
- …Hartford, CT (Connecticut); Omaha, NE (Nebraska); Work from Home **Work Arrangement:** Hybrid Preferred : Preferred employee will work 3 days a week in ... working with or participating in investment or fiduciary committees is preferred . * Strong analytical, project management, and communication skills. * Ability… more
- HUB International (Sacramento, CA)
- …for retaining the account, acting as the de facto technical expert and broker -consultant. (In some instances, no Producer will be assigned and the AE also ... * High School Diploma / GED; College degree strongly preferred * Minimum of 5-7 years of related insurance...of 5-7 years of related insurance experience (brokerage experience preferred ) or equivalent combination of education & experience *… more