- The Cigna Group (New York, NY)
- …and existing distribution channels through segment expansion, capability development, broker engagement and successful execution of sales and retention strategies. ... through every stage of life. We guide our customers through the health care system , empowering them with the information and insight they need to make the best… more
- Vylla Home (East Meadow, NY)
- …leads, assets and referrals + Free CRM and CMA tools, transaction management system , e-signatures and more + Customized training, live demos and more available 24/7 ... agent websites, marketing support, social media training and more + Face-to-face broker support and coaching - true mentorship + Dedicated resources from Vylla… more
- Tompkins Community Bank (Batavia, NY)
- …and identification card issuance + Thoroughly and accurately document agency management system and ImageRight + Maintain thorough knowledge of company procedures + ... college degree in related field or equivalent experience preferred + Licensed insurance broker or ability and willingness to obtain license within one year of… more
- Broadridge Financial Solutions (New York, NY)
- …experience at large financial print organization. + Skilled with XPP typesetting system . + Skilled with EDGAR filing application such as Active Disclosure, Compsci ... delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge,… more
- City of New York (New York, NY)
- …and payee designation, W9 TIN clearance, proof of ownership, and lease and broker 's licenses), review WMS information to ensure that an action can be processed ... the stop payment action in Finance.net. Submit the stop payment action in the system for final review and approval. - Review, compile, and analyze activity reports… more
- Raymond James Financial, Inc. (New York, NY)
- …branches across the country + Detailed documentation of testing in branch exam system and related work papers + Ensure prescribed sample methodologies are used and ... knowledge of:** + Concepts, practices, and procedures of the securities industry, broker /dealer compliance and/or branch exams + Rules and regulations of the SEC,… more
- Carrington (Albany, NY)
- …Organizes and inputs loan information received into the company's Loan Origination System (LOS). + Maintains open files, orders appraisals, sends verifications, and ... as required to resolve outstanding issues. + Informs Account Executive, Broker , and/or borrower about discrepancies in title, appraisals, credit, employment, income… more
- FlexStaff (Brooklyn, NY)
- …driver's license. + Bilingual in Spanish. + Cannot have previously been a broker for Medicare/Medicaid. + Willingness to travel frequently. + Minimum of 2 years ... Generate performance reports and document all interactions in the data management system . + Work with marketing to create promotional materials and enhance community… more
- Citigroup (Getzville, NY)
- …network of custody locations on a timely basis; monitor that the firm's trade/ system flows are operating within the confines of this regulation to ensure client ... for ad-hoc analysis, such as filtering, sorting, pivoting, lookups, etc. + Broker /Dealer books and records fluency, such as stock record **Education:** +… more
- HUB International (Cedarhurst, NY)
- …HUB International, you become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk management, life and ... regulatory requirements + Maintain accurate client data in HUB's Agency Management System + Support wellness initiatives and coordinate health fairs, as needed +… more