- Deloitte (Fort Worth, TX)
- …equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more
- Sedgwick (Houston, TX)
- …appropriate resolution. + Communicates claim action/processing with insured, client, and agent or broker when appropriate. **QUALIFICATIONS & LICENSING** ... as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Examiner III - Liability - Telecommute TX or WI Are you looking… more
- Kelsey-Seybold Clinic (Pearland, TX)
- …3 year's of experience in sales at a major health plan carrier or broker consulting firm with particular experience in mid-market and beyond sales (100+ employees), ... preparing responses to RFPs and in finalist presentations for commercial health insurance accounts. Detailed knowledge of the RFP process, sales prospecting and… more
- Kelsey-Seybold Clinic (Pearland, TX)
- …processes are in place to meet client and organizational objectives. Broker /Carrier Engagement: Build and maintain productive relationships with brokers and carrier, ... 3-5 years of managed care experience, including knowledge of insurance products/employee Benefits. Preferred: Experience interpreting contract terms and financial… more
- Deloitte (Westlake, TX)
- …from every sector of the industry, including investment managers, broker -dealers, banks, insurance companies, mutual funds, investment partnerships, ... for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more