- CIBC (New York, NY)
- …and strong work ethic Preferred Qualifications: + 5-7 years of registered US broker -dealer compliance and risk management experience + Prior experience working ... the US Compliance Examination Plan established to ensure adherence with broker -dealer requirements and compliance with federal and self-regulatory organization (SRO)… more
- Heritage Christian Services (Amherst, NY)
- …with relevant OPWDD and DOH guidance and ADMs including Community Habilitation, Broker , Respite, SEMP, FI, IDGS, etc. + Ensure timely and accurate enrollments ... + Review submitted self directed budgets; ensure all required elements are in place prior to submission to OPWDD. + Provide support as needed with obtaining and… more
- Zurich NA (New York, NY)
- …the target account process, managing a qualified list of opportunities 90 to 120 days prior to effective date. + Developing strong broker and client networks as ... the organization's appetite, balanced with sound business opportunity. + Making agent/ broker /customer and on-sight calls with a planned and well-prepared purpose. +… more
- Zurich NA (Albany, NY)
- …the organization's appetite, balanced with sound business opportunity. + Make agent/ broker /customer and on-sight calls with a planned and well-prepared purpose. + ... a qualified list of opportunities 90 to 120 days prior to effective date. + Update required systems with...effective date. + Update required systems with details of broker / client visits and account status within specified… more
- Axis (New York, NY)
- …+ Excellent negotiation skills that achieve acceptable outcomes for all parties ( broker , cedent, Axis). + Intermediate to advanced financial and credit analysis ... of paramount importance, clarity, being concise and definitive in broker communications is vital. + Comfortable in high stress...pricing outputs. **What we prefer you to have:** + Prior knowledge of surety claims practices. + Prior… more
- City National Bank (New York, NY)
- …with the transfer by acting as the intermediary between the receiving and delivering broker dealer, and see that the account is properly closed and archived from our ... further information or documentation. * Review requests from the prior day in our bookkeeping system and upload them...* 3 to 5 years of experience in a broker dealer or investment industry * Minimum 3 years… more
- Excellus BlueCross BlueShield (Rochester, NY)
- …to ensure account satisfaction. * Conducts open enrollment meetings with broker partners and group representatives to review existing benefits and educate/update ... and enrollment procedures. * Conducts regularly scheduled meetings (monthly/quarterly) with broker partners for training and informational purposes. * Expedites the… more
- CVS Health (Albany, NY)
- …who help us build our Aetna's Specialty Division business via the broker distribution channels for Dental/Vision products covering for the small group segment ... ability to work independently. **Preferred Qualifications** + Established relationships with Broker Channel. + Carrier Sales experience. + Salesforce experience. + … more
- OTC Markets Group Inc (New York, NY)
- …Excel; familiarity with event management software is a plus. + Event Management: Prior experience or knowledge in event planning or coordination is highly desirable. ... Link(R) Alternative Trading Systems (ATSs) provide critical market infrastructure that broker -dealers rely on to facilitate trading. Our innovative model offers… more
- M&T Bank (Williamsville, NY)
- …necessary parties involved in closing a transaction, from the customer, broker , correspondent, settlement agent, loan officer, post-closing, loan delivery, mortgage ... Required:** Associate's degree plus a minimum of 2 years' prior Mortgage experience, OR in lieu of a degree,...and/or work experience, including a minimum of 2 years' prior Mortgage experience. Strong PC skills with knowledge of… more