- Bank of America (San Mateo, CA)
- …world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and ... a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career… more
- Bank of America (Carlsbad, CA)
- …world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and ... a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career… more
- HUB International (Napa, CA)
- …The Personal Lines Account Manager II provides critical support to clients, manages a book of insurance business of $225,000+ in revenue by acting with a high degree ... The Account Manager II facilitates positive and effective relationships sales and/or account team colleagues. **DUTIES &** **RESPONSIBILITIES:** + May… more
- The Hartford (Brea, CA)
- …our brokerage partners on an account by account basis + Analyzes agency book on quarter-to-quarter basis for potential action + Expertly applies all applicable ... 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
- WTW (Los Angeles, CA)
- …out of Chicago or a West Coast location. **The Role** + Retains existing book of business and develop and strengthen client relationships - recognized as primary ... resources andexpertise required, and ultimate document ownership + Engages with sales and broking to understand marketplace changes + Establishes comprehensive… more
- WTW (San Francisco, CA)
- …of resources and expertise required, and ultimate document ownership + Engages with sales and broking to understand marketplace changes + Retains existing book ... account team members + Maximizes the profitability and retention of their book of business + Negotiates, creates, and delivers fee/compensation agreements to clients… more
- HUB International (Fresno, CA)
- …the insurance community. The Account Manager II, Commercial Lines manages a book of insurance business in Central or Northern Ca, and provides professional, ... / Abilities** + 2+ years experience working on a book of business in the **Security industry.** + Ability...in response to those changes; Attends industry related continuing education training and courses. + Oversees functions performed by… more
- The Hartford (Los Angeles, CA)
- …hard-to-place products and premises risks. We face catastrophic exposures in our high-hazard book every day. This is a great opportunity for Middle Market or Primary ... in the risk selection, pricing, administration and account management of the CLS book of business. + Profitably underwrite new and renewal tough to place General… more
- Grifols Shared Services North America, Inc (San Francisco, CA)
- …Health Systems. The KAM will be responsible to coordinate and communicate the sales activities on a regular cadence with key Grifols Stakeholders across multiple ... departments and functions including Territory Sales Representatives, Regional Sales Directors, Managed Markets,...collaboration with all Grifols stakeholders + Understand the entire book of Biopharma business Grifols may have within a… more
- HUB International (Santa Barbara, CA)
- …and risk management products and services. We are seeking dynamic and highly motivated Sales Professionals to join our team of Insurance Sales Producers. **THE ... HUB International! **DUTIES & RESPONSIBILITIES:** As a HUB Insurance Sales Producer, you will prospect for business based on...financial future. As a Producer, you will build a book of business and therefore build residual income year… more