• Account Executive II (Small Group Exp)

    Centene Corporation (Sacramento, CA)
    …broker service issues pertaining to ancillary products. + Meets or exceeds assigned annual sales goals and penetration of the book of business. + Participates in ... sales and account management teams to increase new sales and penetrate Health Plan's book of...as assigned + Complies with all policies and standards ** Education /Experience:** Bachelor's degree in Healthcare, Marketing, Business or related… more
    Centene Corporation (05/18/25)
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  • Account Manager II, Personal Lines

    HUB International (Sacramento, CA)
    …Personal Lines Account Manager II provides critical support to clients, manages a book of insurance business by acting with a high degree of independent discretion, ... decision-making. The Account Manager II facilitates positive and effective relationships sales and/or account team colleagues. **Duties & Responsibilities** + May… more
    HUB International (05/08/25)
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  • Financial Wellness Consultant

    PNC (Fresno, CA)
    …Description** + Handles relationship management activities with new and/or existing clients in a book of business to grow sales , revenue and market share with ... the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.… more
    PNC (03/14/25)
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  • P&C Executive Underwriter, Middle Market

    The Hartford (Brea, CA)
    …whatever direction you choose. Responsibilities: + Manages and Underwrites a Middle Market book of business + Analyzes agency book on quarter-to-quarter basis ... execution of strategies for new and/or renewal accounts (prospective book management, executes on the mix strategy, low strategy,...on the mix strategy, low strategy, territorial and agency sales plans, etc.) + Acts as a trusted advisor… more
    The Hartford (05/08/25)
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  • Senior Wealth Advisor

    M&T Bank (Los Angeles, CA)
    …from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a ... the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell...assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
    M&T Bank (05/14/25)
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  • Financial Advisor - PNC Investments

    PNC (Sacramento, CA)
    …work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy ... of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and… more
    PNC (04/05/25)
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  • Account Executive Director, National Accounts…

    Travelers Insurance Company (Irvine, CA)
    …including the scope, complexity and location of the role; the skills, education , training, credentials and experience of the candidate; and other conditions of ... role has the highest level of production, technical, and sales expertise and is a technical resource for the...Manage the profitability, growth, and retention of an assigned book of business. The book of business… more
    Travelers Insurance Company (05/22/25)
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  • Investment Management Product Specialist…

    S&P Global (Los Angeles, CA)
    …Workflow Specialist Team is a global team of professionals, collaborating with Sales and Relationship Managers in complex client deals and engagements. The ... team is key to designing and implementing pre- and post- sales client solutions of specialized data feeds and analytical...within the scope of the strategic and core client book -of-business assigned to the Capital Markets, Americas team. These… more
    S&P Global (05/06/25)
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  • Meetings & Events Coordinator

    Spanish Peaks Mountain Club (Newport Beach, CA)
    …include, although are not limited to: . Manage and update Banquet Event Order Book with daily revisions and distributions from Meetings & Events Managers . Attend ... Order Meeting and confirm accuracy of Banquet Event Order Book with Event Management System . Support Meetings &...in Delphi Amadeus . Act as a liaison between Sales Department and Meetings & Events Department, by compiling… more
    Spanish Peaks Mountain Club (05/23/25)
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  • Account Manager - Commercial Construction

    The Hartford (Brea, CA)
    …days a week (Tuesday through Thursday). Supports Commercial Underwriting in the sales acquisition process. Provides support for new business and renewal policy ... customers to request needed information and resolves problems. Job Duties/Accountabilities Sales Support: Responsible for supporting the Underwriter in the sales more
    The Hartford (05/15/25)
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