- Atria Wealth Solutions (Dublin, CA)
- …to execute and measure the plans following the credit union and the broker dealer's guidelines. Responsibilities + Develop each employee to their highest potential ... Credit Union compliance training and those mandated by the broker -dealer. + Serve as a liaison between Patelco Financial...7, 63, 65 (or 66) Securities Registrations, and Life Insurance licenses are required. + Series 24 or Series… more
- USG Insurance Services, Inc. (Irvine, CA)
- …basic P&C insurance , forms, endorsements, rating methods, and terminology is preferred . What USG has to offer: + Comprehensive Benefits Package including: + ... We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent...our excellence, being ranked as a 5-star MGA by Insurance Business of America for four consecutive years. Moreover,… more
- The Cigna Group (San Francisco, CA)
- …and existing distribution channels through segment expansion, capability development, broker engagement and successful execution of sales and retention strategies. ... with a variety of high-value external partners at the broker and client level, ensuring high levels of customer...or related field equivalent experience; Master's and/or MBA degree preferred . - Minimum 15+ years in a strategic and… more
- ReSource Pro (West Hollywood, CA)
- …priorities and work independently. + Strong organizational and time-management skills. + Insurance audit experience preferred . + Excellent written and verbal ... rewarding role? Your role: ReSource Pro is seeking an Insurance Field Auditor to play a vital role in...Experience with industry-standard software (eg, Nexus, Future Audit) is preferred . + The ability to articulate complex ideas clearly… more
- AAA Northern California, Nevada & Utah (Walnut Creek, CA)
- …Discounts + Tuition Reimbursement Program . JOB SUMMARY The Senior Director of Insurance Operations Management is responsible for all facets of insurance ... and carrier management. This role, reporting directly to the SVP of Insurance , will spearhead improvements in insurance -related processes and serve as… more
- WTW (Los Angeles, CA)
- …with other relevant online tools + Must achieve and maintain an active insurance broker 's P&C license, and complete various continuing education activities as ... needed + Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM) This position will remain posted for a minimum of three business… more
- The Cigna Group (Walnut Creek, CA)
- …and existing distribution channels through segment expansion, capability development, broker engagement and successful execution of sales and retention strategies. ... and customer service; maintains strong external relationships with key broker and consulting firms in addition to key clients...or related field equivalent experience. Master's and/or MBA degree preferred , but not required. - Minimum 8+ years in… more
- WTW (Los Angeles, CA)
- …client. _Estimated size of book 10-25 clients_ **Qualifications** **The Requirements:** + Broker 's license preferred . + Bachelor's Degree from an accredited ... college or university; international business or finance preferred + Insurance industry experience: 8-20 years of experience depending on complexity of client… more
- USG Insurance Services, Inc. (Irvine, CA)
- …and Houston Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. ... our excellence, being ranked as a 5-star MGA by Insurance Business of America for four consecutive years. Moreover,...prioritize effectively. + A CISR or P&C license is preferred but not mandatory. What USG has to offer:… more
- Philadelphia Insurance Companies (Mission Viejo, CA)
- Description Marketing Statement: Philadelphia Insurance Companies, a member of the Tokio Marine Group, designs, markets and underwrites commercial property/casualty ... and professional liability insurance products for select industries. We have been in...requirements. Qualifications + Bachelor's degree or equivalent is strongly preferred . + 10 years of underwriting experience in Surety… more
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