- TEKsystems (San Diego, CA)
- …will provide support to our clients with the navigation while using various systems associated with the broker -dealer. * Maintain minimum call handling ... requirements and quality review scores while adhering to assigned work schedule. * You will utilize the CRM (Client Relationship Management) tool to accurately record each call. * Work independently within the team to assist callers without requiring outside… more
- Zurich NA (San Francisco, CA)
- …collaboratively with assigned underwriters. + Supports Underwriter with broker /agent/distributor/customer interactions by providing basic customer service skills. ... Insurance industry knowledge + Knowledge of processing, rating and policy management systems used in the insurance industry + Strong verbal and written communication… more
- CBRE (San Diego, CA)
- …when listings are complete, expense reports, and submittals. Track and complete broker pipeline report to assist in managed brokerage. **What You'll Need:** To ... and applying skills and knowledge in a range of processes, procedures, and systems are required. + Requires intermediate problem-solving skills with the capacity to… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …every job. + Performs preventative maintenance and authorized repairs. Resolves all systems issues proactively, seeking guidance as needed. + Successfully meets and ... delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge,… more
- Zurich NA (Sacramento, CA)
- …where necessary. + Provide engineering support to underwriting teams and attend client/ broker meetings as needed. + Manage account risk portfolio and provide account ... environment + High degree of proficiency in using computer and related software or systems At Zurich, compensation for roles is influenced by a variety of factors,… more
- Lincoln Financial (Sacramento, CA)
- …and reserve calculations * Explain differences in results between modeling software systems * Rigorously test models for accuracy and reliability * Partner ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Lincoln Financial (Sacramento, CA)
- …model runs and reporting processes. *Support model implementation in production systems and ensure proper handover to relevant teams. *Communicate modeling results ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Lincoln Financial (Sacramento, CA)
- …- Working knowledge of computer based legal research and other legal systems . - In-depth understanding of corporate structure, client organization, and business and ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Transdev (San Francisco, CA)
- …patrons via a call center environment and direct communications with other Broker staff, service provider representatives, SFMTA officials, the general public and ... universities across the US contract with Transdev to operate their transportation systems , maintain their vehicle and fleets, and deliver on mobility solutions.… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …firm and the associated product requirements. You'll monitor the efficiency of systems , policies and procedures and makes appropriate recommendations to ensure daily ... delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge,… more