- WTW (Los Angeles, CA)
- …business and risk management needs through deep industry-specific expertise. The role of a broker is to help our clients mitigate their total cost of risk. The ... to assess, model, and structure risk. Once modeled, the broker personally escorts the clients' risk into the market...and analytics to assess and evaluate client risks to support the placement of client risks into the market.… more
- City National Bank (Los Angeles, CA)
- …IS THE OPPORTUNITY? Senior Counsel will provide general regulatory and transactional support to the Bank and its wealth management operations and subsidiaries. ... Substantial expertise in advising registered investment advisers and broker -dealers is essential as is the ability to work...with respect to wealth management products and services. * Support senior counsel in advising the Bank's wealth management… more
- The Walt Disney Company (Rancho Mirage, CA)
- …a **licensed Assistant** , the individual will provide administrative and customer support for a Sales Agent, contributing to licensed activities to ensure ... handoff to Onsite Community and Club team members. + Support buyers with licensed inquiries and direct them to...Generation** + Contact potential clients to gauge interest in broker services and refer them to agents. **Document Handling… more
- City National Bank (Los Angeles, CA)
- …substantial experience advising regulated financial institutions (including national banks and broker -dealers) on laws and regulations relating to AML and Financial ... advice to all three lines of defense (front line, Risk/Compliance, Audit), broker -dealer businesses, and other US-based businesses regarding all aspects of AML laws,… more
- CVS Health (Sacramento, CA)
- …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 ... position, and employee benefits strategy. + Coordinates sales materials, testimonials, and support from SME's to put together presentations for clients. + Delivers… more
- Zurich NA (Irvine, CA)
- …and partnering in tool & product innovation efforts. This position will support Energy's efforts in customer service and profitable growth, working closely with ... high level of authority on technically complex risks to support the energy underwriting community, acting as a referral...more years of experience in the Underwriting, Market Facing, Broker , Carrier or Risk Management area within the Commercial… more
- CalSTRS (Sacramento, CA)
- …work in a wide variety of consultative, analytical and technical tasks in support of the Sustainable Investment & Stewardship Strategies (SISS) unit. The incumbent ... the following skills: + Experience providing administrative or analytical support to senior level management + Excellent written and...Branch, you will be required to disclose your personal broker account information and be required to utilize a… more
- HUB International (Riverside, CA)
- …issues through research, and ensuring accurate documentation and deposit handling to support our accounting team. Every team member brings analytical skills and a ... supporting our accounting team by working directly with Insurance Carriers and Broker Partners to obtain accurate and timely documentation. This role helps… 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. ... necessity for staying relevant in the marketplace. Our in-house IT development and support teams, located in Canonsburg, PA, expertly oversee and manage both our… more
- Guardian Life (Sacramento, CA)
- …+ Review additional materials and conduct interviews, as needed, to support risk-based testing methodologies or follow-up on potential business risk exposures. ... of state insurance laws (inclusive of NAIC). + 3-5 years of broker -dealer and registered investment advisor compliance experience, with experience at an… more