- The Hartford (San Francisco, CA)
- …+ Market Engagement: Initiate and lead marketing activities with agents, brokers , and customers-leveraging both in-person and virtual channels to maximize reach ... API and Bond Sales platforms-to streamline transactions and enhance broker experience. + Operational Oversight: Prepare and manage budgets, business… more
- HUB International (Riverside, CA)
- …HUB International** HUB International Limited ("HUB") is one of the largest insurance brokers in the nation, providing a broad array of property, casualty, risk ... supporting our accounting team by working directly with Insurance Carriers and Broker Partners to obtain accurate and timely documentation. This role helps… more
- The Walt Disney Company (Rancho Mirage, CA)
- …**Contacting & Lead Generation** + Contact potential clients to gauge interest in broker services and refer them to agents. **Document Handling & Compliance** + ... track buyer engagement and follow-ups. **Mortgage Loan Brokerage Support** + Assist brokers in fulfilling mortgage obligations but cannot negotiate terms. + Provide… more
- Atria Wealth Solutions (Dublin, CA)
- …to execute and measure the plans following the credit union and the broker dealer's guidelines. Responsibilities + Develop each employee to their highest potential ... Credit Union compliance training and those mandated by the broker -dealer. + Serve as a liaison between Patelco Financial...departments. + Ensure that the program adheres to all broker -dealer and regulatory requirements. + Ensure that the goals… more
- The County of Los Angeles (Los Angeles, CA)
- …- Evaluation of Training and Experience: + Current California Real Estate Broker 's License + Current California Real Estate Salesperson's License To receive credit, ... License? To receive credit for your California Real Estate Broker 's License, you must upload and attach a legible,...youwill notreceive credit for an expired California Real Estate Broker 's License. + No, I do not possess a… more
- The Cigna Group (San Francisco, CA)
- …and existing distribution channels through segment expansion, capability development, broker engagement and successful execution of sales and retention strategies. ... with a variety of high-value external partners at the broker and client level, ensuring high levels of customer...and customer service; maintains strong external relationships with key broker and consulting firms in addition to key client… more
- Anywhere Real Estate (Riverside, CA)
- …operations, making compliance and commission management a breeze, and empowering brokers to run their businesses like well-oiled machines. By simplifying transaction ... workflows, leveraging AI, and enhancing the user experience, you'll help brokers elevate their business to new heights. Are you a master of ambiguity, a champion of… more
- Travelers Insurance Company (Glendale, CA)
- …business risk, building relationships, and selling and negotiating with clients, agents, and brokers . This role is part of the Private & Non-Profit Liability team ... Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers....partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a… more
- Aston Carter (Valencia, CA)
- …logistics and trade operations, including working with freight forwarders and customs brokers . + Improve processes and maintain audit readiness while adapting to ... + Certifications such as Certified Export Specialist (CES) or Licensed Customs Broker are advantageous. + Experience with ACE, AESDirect, and automated screening… more
- BRIDGE Housing Corporation (San Francisco, CA)
- …+ Benefits : Oversee benefits administration processes in collaboration with our Broker and Provider Reps. + Assist employees with benefit questions, retirement and ... for plan vendors and third-party administrators. + Work closely with Reps, Brokers , and management for Open Enrollment management. + Employee Inquiries : Oversee… more