- Safran (Gainesville, TX)
- …Safran guidelines. Additionally, the ICO shall be responsible for the broker management process, maintaining US Harmonized Tariff Schedule (HTS) classification of ... and auditing the performance of providers of import services. Identify and implement broker metrics to ensure brokers are meeting KPI expectations. C) Work with the… more
- HUB International (El Paso, TX)
- …documents conversations with clients and carrier representatives and updates all HUB computer systems and broker management system when necessary. Ensures ... **About HUB:** HUB International is a global insurance broker providing a broad array of property, casualty,...the accuracy of data in those systems + Prepares reports for management as required +… more
- Zurich NA (San Antonio, TX)
- …list of opportunities 90 to 120 days prior to effective date. + Update required systems with details of broker / client visits and account status within ... the organization's appetite, balanced with sound business opportunity. + Make agent/ broker /customer and on-sight calls with a planned and well-prepared purpose. +… more
- Principal Financial Group (Addison, TX)
- …new client accounts, managing account openings and asset movement requests with broker -dealer, and serving as a point of contact between financial professionals, ... investment account applications. Manage account openings and asset movement requests with broker dealer. + Utilize industry technology, such as Salesforce CRM and… more
- CTG (Houston, TX)
- …Integration Broker , SQR, and BI Publisher Tools. + Perform system upgrades, troubleshoot issues, and optimize performance. + Provide technical support and ... resolve system -related problems in a timely manner. + Collaborate with...Ensure seamless integration of PeopleSoft applications with other enterprise systems . **Skills:** + Strong proficiency with PeopleSoft development tools… more
- The Cigna Group (Austin, TX)
- …to deliver compelling and valuable solutions to present to our clients and broker partners. The NSD is also responsible for relationship management with external ... will focus on clients over 3000 lives and take into consideration broker relationships, growth strategies, competitive intel, local trends, and core product… more
- Vylla Home (Plano, TX)
- …marketing and customer relationship management tools to 24/7 training, face-to-face broker support, qualified leads and referrals and much more. Vylla's national ... roof! We offer our agents: + Up to 100% Broker Split - keep your commission and set your...referrals + Free CRM and CMA tools, transaction management system , e-signatures and more + Customized training, live demos… more
- USG Insurance Services, Inc. (Arlington, TX)
- …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. ... Canonsburg, PA, expertly oversee and manage both our proprietary and third-party systems , ensuring our sales operations stay at the forefront of technological… more
- Cushman & Wakefield (Houston, TX)
- …via review of contract/legal documentation, entry of key data into enterprise systems , and resolution of write-off or missing payment inquires + Ensure efficient ... deals through adherence to standardized, best practice procedures and anticipation of broker needs + Review deals for accurate property, customer, and pricing terms… more
- Cushman & Wakefield (Houston, TX)
- …via review of contract/legal documentation, entry of key data into enterprise systems , and resolution of write-off or missing payment inquires + Ensure efficient ... adherence to standardized, best practice procedures and anticipation of broker needs + Collaborate with local market teams to...the data included in contracts aligns to Cushman's internal systems + Coordinate with local market support and other… more
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