- Elevance Health (Walnut Creek, CA)
- …ad hoc, mid-year, and annual utilization and benefit reporting to the broker and client. + Coordinates open enrollment meetings, renewal process and training ... sessions. + Participates in efforts to support standardization across accounts and works in multi-disciplinary teams to design and implement product and operational enhancements. + Provides guidance or expertise to less experienced account service managers. +… more
- Elevance Health (Walnut Creek, CA)
- …ad hoc, mid-year, and annual utilization and benefit reporting to the broker and client. + Coordinates open enrollment meetings, renewal process and training ... sessions. + Participates in efforts to support standardization across accounts and works in multi-disciplinary teams to design and implement product and operational enhancements. + Provides guidance or expertise to less experienced account service managers. +… more
- The Cigna Group (Irvine, CA)
- …strategies + Develops and maintains strong intelligence capability through customer/ broker contact and formal competitive analysis + Manages the development ... and execution of the market strategy to achieve sales plan + Achieves sales/membership growth and persistency goals + Achieve/exceed earnings plan + Ensures account specific development plans promote profitable growth and a truly integrated Cigna product… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …preferably in wealth management or financial services. + Familiarity with broker -dealer platforms; LPL experience strongly preferred. + Strong written and verbal ... communication skills. + Professional demeanor and ability to interact confidently with high-net-worth clients. + Punctuality and reliability. + Proficiency in Microsoft Office Suite and CRM software (Salesforce preferred). + Ability to multitask, prioritize,… more
- Robert Half Accountemps (San Ramon, CA)
- …Process and post revenue from direct bill payments, ensuring accurate recognition of broker commission fees. * Generate and reconcile invoices which serves as both ... an accounting and agency management platform. * Collaborate with account teams and carriers to resolve discrepancies, ensuring all financial data is aligned. * Perform general ledger accounting tasks, including journal entries and ledger reconciliations. *… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …service experience, preferably in wealth management + Familiarity with broker -dealer platforms (LPL preferred) + Excellent communication and professional demeanor ... + Proficiency in Microsoft Office and CRM systems (Salesforce preferred) + Organized, detail-oriented, able to manage multiple priorities + Commitment to client privacy and confidentiality + Series 7 and 66 licenses (preferred but not required) Interested or… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …Inc., a subsidiary of Dunham, is an independently owned, registered Broker /Dealer and Investment Adviser helping Financial Advisors and individual investors reach ... their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. As a Regional Associate, you will be responsible for working with our Regional Account Managers (hybrid wholesalers) and Regional Directors… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …of experience in client service or operations within financial services (RIA, broker -dealer, custodian, or bank) + Strong communication skills and a client-first ... mindset + High attention to detail and ability to manage multiple priorities across systems and custodians + Proficiency in Microsoft Office; experience with CRM or portfolio reporting software is preferred + Bachelor's degree preferred but not required +… more
- TEKsystems (Glendale, CA)
- …processes and specialist referrals + Support enrollment, marketing, and broker /benefit specialist inquiries + Assist with provider transitions and annual ... wellness visit scheduling + Document interactions and updates using Excel templates + Perform self-audits to ensure data accuracy and task completion + Organize mailings (eg, OB welcome packets, portal activations) + Use systems such as EZCap, RIA, and NextGen… more