- PNC (Mansfield, TX)
- …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
- Highmark Health (Austin, TX)
- …This job maintains existing business, generates new business, and grows a profitable book of business which has been underwritten in the group insurance market. The ... of group insurance accounts within the confines of underwriting guidelines, sales , profit, and persistency targets. Works through distribution channels of existing… more
- AON (Houston, TX)
- …with senior decision-makers and operational contacts. + Oversee Upstream Energy book , analyzing diverse situations and data to draw conclusions that enhance ... brokers across major business lines. + Secure existing business and drive sales of additional services across solution lines, working strategically to cultivate… more
- The Hartford (Frisco, TX)
- …West territory. As the lead marketing underwriter, you will be accountable for the region's book of business and will play a pivotal role in building out a team of ... in alignment with the broader Commercial Surety line of business strategy. + Sales Execution: Apply a deep understanding of Hartford's appetite and positioning to… more
- Bank of America (Houston, TX)
- …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
- Kestra Financial (Fort Worth, TX)
- …Essential Duties and Responsibilities * Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case ... position and prepare to service clients independently * Identify sales and asset retention opportunities; including viable alternatives when...behalf of the firm; not required to build own book of business * Commitment to culture requires a… more
- Kestra Financial (Cypress, TX)
- …Essential Duties and Responsibilities + Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case ... account reviews, report generation, and meeting documentation + Identify sales and asset retention opportunities, including viable alternatives when traditional… more
- CVS Health (Austin, TX)
- …The Associate Account Manager for this important position will be assigned a specific book of business, and will be responsible for managing the day to day incoming ... and effectively position our products with an emphasis on expanding our book of business. **Required Qualifications** + 2-5 years industry experience, with… more
- WTW (Austin, TX)
- …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 (Houston, TX)
- …our valued clients and insurance carrier partners. Responsibilities include managing a book of commercial lines accounts, marketing to carriers, preparing quotes and ... accurate, organized account files. **In this role, you will:** + Maintain a book of commercial accounts + Coordinate the processing of all commercial lines new… more