- JPMorgan Chase (Los Angeles, CA)
- …& estates, basic individual tax rules (both transfer and income taxes), insurance , long-term care, philanthropy, college savings, retirement, and cash flow planning. ... will need to learn about the various products and platforms (investment, insurance , charitable, educational) available to Private Client Advisors in order to help… more
- SCI Shared Resources, LLC (Culver City, CA)
- …state Funeral Director licensure required + CA Cemetery Manager license and Cemetery Broker license (or ability to obtain) **Experience** + At least eleven (11) ... Leave * Short-Term Disability * Long-Term Disability * Life Insurance * Voluntary Accidental Death or Dismemberment Insurance... Insurance * Voluntary Accidental Death or Dismemberment Insurance * Dependent Life Insurance * SCI… more
- Wells Fargo (Los Angeles, CA)
- …or supporting independent financial advisors, RIAs, or within an independent broker -dealer environment. + Deep understanding of the independent advisor business ... 401(k) Plan + Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident insurance + Parental leave + Critical caregiving… more
- Wells Fargo (San Francisco, CA)
- …disqualification are not eligible to be associated with a FINRA-registered broker -dealer. Successful candidates must also meet and comply with ongoing regulatory ... 401(k) Plan + Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident insurance + Parental leave + Critical caregiving… more
- RxBenefits (Los Angeles, CA)
- …statement audit + Supervision of the internal/external customer service provided via the Broker Info inbox and JIRA ticketing system, ensuring requests are met with ... _Dental, Vision, Short- and Long-Term Disability, and Group Life Insurance that we also pay 100% of premiums (for...can be used for adoption or birth_ + _Pet insurance to protect your furbabies_ + _A robust mental… more
- Sedgwick (Sacramento, CA)
- …Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Examiner | Auto BI, UM, LIS | Remote Are you looking for an ... of coverage: Auto Liability, Bodily Injury (BI), Uninsured Motorist (UM), and Liability Insurance Supplement (LIS). No day is ever the same assisting our clients… more
- Guardian Life (Newport Beach, CA)
- …or equivalent work experience. + Minimum of 3 years of group insurance experience servicing accounts and/or account management. + Strong customer service acumen. ... execute new strategies/tactics to drive results to maximizing current broker base. + Ability to exercise sound judgment and...million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to… more
- Highmark Health (Sacramento, CA)
- …maintaining contact and rapport with dental staff members, office managers, insurance coordinators, hygienists and dentists throughout an assigned territory by ... Collaborate with sales and customer service to respond to client/ broker /member inquiries regarding provider contract, claim/member issues or provider… more
- Parker Hannifin Corporation (Irvine, CA)
- …master for HTS, COO, and License status. + Revises and Updates Customs Broker SOPs as needed + Provides Import Clearance Instructions including master data files, ... for medical, prescription drugs, dental, vision, voluntary optional life, accident insurance , hospital indemnity insurance and critical illness insurance… more
- Sedgwick (Sacramento, CA)
- …as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Examiner | Multi-Line | Public Entity | Remote Are you looking for ... activity and processing with the claimant, insured, client and agent or broker as appropriate; maintains professional client relationships. + Ensures claim files are… more