- 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
- Lincoln Financial (Sacramento, CA)
- …a clear path to financial security, with products including annuities, life insurance , group protection, and retirement plan services. With our 120-year track record ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Zurich NA (Los Angeles, CA)
- …manage the LA Region's financial plan, growth strategy, cultivate client and broker relationships, retention and managing the overall health of our P&L. ... and customer satisfaction + Participating in leadership team meetings to provide specialist guidance and enable the implementation of policies, projects and change… 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 ... functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The… more
- Zurich NA (Sacramento, CA)
- …+ Property Account Executive & Loss Control/Risk Engineering experience within the insurance industry + Certified Fire Protection Specialist (CFPS) + Strong ... + Provide engineering support to underwriting team by attending client broker meetings. + Perform field engineering services where necessary, primarily for… more
- Adecco US, Inc. (Fountain Valley, CA)
- …the rules of the AOM and their responsibilities. - Assist with annual casualty insurance renewal marketing and broker competitions. - Draft proof of insurance ... claims, working with drivers, Vehicle Administration, regional offices, affiliates and insurance personnel. - Identify and monitor moderate to high exposure losses,… more
- TEKsystems (Glendale, CA)
- …ER follow-ups and high-utilization member support + New authorization processes and specialist referrals + Support enrollment, marketing, and broker /benefit ... experience. + Strong understanding of medical terminology. + Experience with insurance verification + Excellent phone etiquette and communication skills. + Typing… more
- Zurich NA (Los Angeles, CA)
- …degree + HPR Property experience + Loss control/Risk Engineering experience within the insurance industry + Certified Fire Protection Specialist (CFPS) + Strong ... + Provide engineering support to underwriting team by attending client broker meetings + Perform field engineering services where necessary, primarily for… more
- Lincoln Financial (Sacramento, CA)
- …delivery, and operational tasks within a core infrastructure organization. This specialist position will perform and deliver on routine data protection ... a clear path to financial security, with products including annuities, life insurance , group protection, and retirement plan services. With our 120-year track record… more
- Aston Carter (Valencia, CA)
- …compliance, logistics, or import/export operations. + Certifications such as Certified Export Specialist (CES) or Licensed Customs Broker are advantageous. + ... * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and… more