- Lincoln Financial (Raleigh, NC)
- …processes and administration of customer inquiries, ensuring accurate, fair and efficient management * Provides more complex guidance to client service team members ... more complex escalated issues and concerns, escalates issues as needed to management * Forecasts telephone volumes and short and long-term staffing requirements *… more
- Lincoln Financial (Greensboro, NC)
- …the Company's Statutory consolidated and legal entity presentations to accommodate management views. * Assisting in preparing quarterly analysis reporting and ... degree or equivalent experience. * Exceptional communication and relationship management skills * Demonstrates strong interpersonal skills with a collaborative… more
- Lincoln Financial (Charlotte, NC)
- …coordination and service maturity working across IT, business resilience, risk management , regulatory and compliance. **What you'll be doing** * Designs and ... **What we're looking for** _Must-haves:_ * 5 7+ Years of IT risk management experience that directly relates to the specific responsibilities of this position *… more
- Lincoln Financial (Greensboro, NC)
- …skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations. * Ability to effectively ... questions from diverse audiences including investment advisors, outside counsel, field management , senior leadership, and other stakeholders. * Superior oral and… more
- Lincoln Financial (Raleigh, NC)
- …true shape of inforce capital generation to uncover key business insight for management . **What you'll be doing** *Develop, enhance, and maintain Life inforce model ... planning and strategic projects *Collaborate with pricing, valuation, and inforce management to ensure modeling alignment on the new product implementation across… more
- Lincoln Financial (Raleigh, NC)
- …the impact of industry and regulatory changes + Collaborate with senior management and other internal stakeholders to incorporate new trends and developments in ... of individual annuities + Comprehensive understanding of Product Development, management and implementation processes + Demonstrated ability to synthesize complex… more
- Navy Federal Credit Union (Matthews, NC)
- …and written communications skills + Effective planning, organizational, time management and problem-solving skills + Effective skill building relationships through ... + Ability to obtain appointment by the sponsoring insurance company, broker- dealer and/or Registered Investment Advisory Firm + Experience in business development… more
- Hendrick Automotive Company (Charlotte, NC)
- …cancellation forms are accurate and completely filled out to include customer/ dealer signature and refund section. + Distribute cancellation refunds accordingly (ex. ... + Provide notes for any issues that need attention from dealership management and provide to Controller/Accounting manager for weekly review in debriefs. +… more
- Equitable (Charlotte, NC)
- …of established compliance experience, preferably with a wholesale distributing broker dealer and/or in a senior compliance level role. + Demonstrated understanding ... and constantly reprioritize based on business demands + Self-motivated with effective time management skills + Ability to both "think on your feet" and think… more
- Truist (Charlotte, NC)
- …business. Assist with escalated items as requested from the team and/or Management . Proactively engage partners within the firm to identify areas for improvement ... and managerial functions that are routinely associated with those of a retail broker/ dealer and RIA. **Essential Duties and Responsibilities** + Manage a team of 4… more