• Account & Relationship Management Executive…

    Wolters Kluwer (Sacramento, CA)
    …**Nursing Ed Products:** **Lippincott Nursing Education | Wolters Kluwer (https://www.wolterskluwer.com/en/solutions/lippincott-nursing-faculty#solutions)** **What ... The Account & Relationship Management Executive will manage and grow an established book of business, working closely with university and college decision makers in… more
    Wolters Kluwer (11/12/25)
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  • Sr Underwriter, Excess Casualty

    Axis (San Francisco, CA)
    …empowers you to build a robust $10M GWP Excess Casualty book of business-cultivating trusted relationships, uncovering untapped opportunities, and elevating AXIS' ... success within a top-tier Commercial Insurance Carrier focused on building a complex book of Excess Casualty and General Liability targeting Middle Market & Large… more
    Axis (10/03/25)
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  • Relationship Strategist, Sr - PNC Private Bank

    PNC (San Francisco, CA)
    …high net worth and ultra high net worth clients, preferably with an existing book of business. Current knowledge of local market and centers of influence strongly ... Is accountable for ongoing exceptional client experience. Responsible for managing a book of business. May assist in developing team members. + Coordinates with… more
    PNC (11/08/25)
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  • Practice Management Coach

    BMO Financial Group (Los Angeles, CA)
    …all client and prospective client touchpoints and opportunities and management of the sales professional's book of business + Utilize the CRM platform to ... **Description** As a key member of the National Sales & Client Experience office at BMO Wealth...client contact standards are being met based on client book segmentation + Reinforcement of common goals & development… more
    BMO Financial Group (11/22/25)
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  • Account Executive Officer/Sr. Underwriter - Cyber…

    Travelers Insurance Company (Diamond Bar, CA)
    …including the scope, complexity and location of the role; the skills, education , training, credentials and experience of the candidate; and other conditions of ... evaluate risk to achieve business goals within an assigned book of business. This role is seen as a...and capture new business opportunities using consultative marketing and sales skills. + Develop and execute individual agency … more
    Travelers Insurance Company (11/12/25)
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  • Commercial Treasury Management Officer II

    PNC (Walnut Creek, CA)
    …+ Coordinates relationship management activities with new and/or existing clients in a book of business to grow sales , revenue and market share with ... success. As a Treasury Management Officer II within PNC's Treasury Management Commercial Sales organization, you will be based in Walnut Creek CA. This position is… more
    PNC (09/18/25)
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  • Insurance Agent Trainee

    Kemper (Ontario, CA)
    …our stakeholders that delivers on our promises._ **Role: Life Insurance Sales Agent** **Employment Type:** Full-Time with Benefits **Work Arrangement:** Field Role ... with new and existing customers to collect premiums, conduct sales of new policies, and address other service needs....exams. Once licensed, you will be assigned an existing book of business, a portfolio of current customers from… more
    Kemper (10/16/25)
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  • Business Development Underwriter

    ICW Group (San Diego, CA)
    …objectives are met, through the generation and maintenance of a profitable book of business. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Drives and manages a ... profitable and growing book of business. + Sells, services, and maintains a...Drives profitable sale of the Company's products including increasing sales of existing products and introducing new products as… more
    ICW Group (11/11/25)
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  • Relationship Manager II - Community Development…

    PNC (Los Angeles, CA)
    …+ Coordinates relationship management activities with new and/or existing clients in a book of business to grow sales , revenue and market share with ... on meeting community needs through community development loans, investments, financial education and other technical expertise. In this position, through extensive… more
    PNC (10/08/25)
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  • Client Insights and Analytics Senior Strategist

    Indeed (San Francisco, CA)
    …narratives that influence decision-making and drive results + Experience supporting a book of business or working collaboratively with Sales /Client Success ... narratives that influence decision-making and drive results + Experience supporting a book of business or working collaboratively with Sales /Client Success… more
    Indeed (11/11/25)
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