- World Insurance Associates, LLC. (Buffalo, NY)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make ... and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor...but not mandatory, if you have: + Sold commercial insurance for a top broker. Based on… more
- Dow Jones (New York, NY)
- …custom content, video, podcasts and events. This role supports the Vice President, Financial Services for their industry sector and must be able to forecast sales ... + 'Own the client' - Act as a trusted advisor and proactively seek and create opportunities to establish...with prior advertising sales or consulting experience preferred + Financial Services sector experience and/or understanding is required +… more
- CVS Health (Albany, NY)
- …analysis, digital data and stakeholder conversations. + Acts as the strategic advisor , provide support, subject matter expertise and guidance to product teams and ... teams + 3+ years of experience in healthcare and/or insurance + Experience working in an agile environment and...and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to… more
- Wells Fargo (New York, NY)
- …Lender Finance clients consist of specialty finance companies, including other asset- based lenders, factors, equipment leasing, and other non-bank lenders. The ... of lender finance clients, analyzing borrowing bases, collateral and financial performance of borrowers, and reviewing and interpreting credit... position and risk level and acting as an advisor to leadership for highly complex situations for both… more
- New York State Civil Service (Albany, NY)
- …Agency Financial Services, Department of Title Senior Attorney, SG-25 ( Insurance ) Occupational Category Legal Salary Grade 25 Bargaining Unit PS&T - ... State NY Zip Code 12257 Duties Description The New York State Department of Financial Services seeks to build an equitable, transparent, and resilient financial … more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... consulting services to a variety of clients in the insurance and financial services industries? If you...+ Ability to travel up to 25%, on average, based on the work you do and the clients… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... a senior tax professional who wants to specialize in Financial Services and Insurance ? Do phrases like...+ Ability to travel up to 25%, on average, based on the work you do and the clients… more
- Anywhere Real Estate (Rochester, NY)
- …continuing to rank among the Top 15 commercial real estate brands in the US based on sales volume. For more information, visit cbcworldwide.com . We are seeking a ... participate in role acceleration training and ongoing development opportunities. + **Sales Advisor :** Effective and regular use of CRM to update pipeline progress.… more
- Cherry Bekaert (Albany, NY)
- …we'd like to hear from you. Let's grow your career as an ** Insurance Audit Manager** supporting our Louisville practice. **We will consider remote applicants for ... resolutions on complex audit and accounting issues + Review financial reporting and ensure client deliverables are provided in...consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities… more
- City of New York (New York, NY)
- …- Report industry billing trend and changes to Assistant Director of Patient Billing. INSURANCE ADVISOR (HEALTH) - 40236 Qualifications 1. A master's degree from ... Job Description Summary Description: Bureau of Revenue focus on optimization of insurance billing and reimbursements for service provided to insured New Yorkers that… more