- WTW (Los Angeles, CA)
- …second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client ... other relevant online tools + Must achieve and maintain an active insurance broker 's P&C license, and complete various continuing education activities as needed +… more
- Dignity Health (Bakersfield, CA)
- …on contract deliverables, allocating resources, collaborating with sponsors and managing work priorities. The VP will collaborate with CommonSpirit Health ... relationships with key external stakeholders, including community-based organizations and broker partners, to support growth, engagement, and impact across diverse… more
- Deloitte (San Francisco, CA)
- …services organizations in the United States specializing in effectively managing global trade decisions and obligations, and providing strategic significance ... + Licensed attorney + Enrolled Agent + Other Certifications: + US Customhouse Broker 's License + CUSECO (Certified US Export Control Officer) + Where applicable,… more
- CBRE (Sacramento, CA)
- …Role:** As a CBRE Senior Transaction Manager, you will be responsible for managing real estate transaction activities for a defined portfolio of medium to ... estate products. + Coordinate the negotiation of sales through a field broker . Negotiate leases, amendments, and track expirations. + Secure new high-value… more
- The Hartford (Walnut Creek, CA)
- …Risk Engineering solutions and partnership with the policyholder, agent, and broker . .Conduct Energy client onsite and virtual survey and service assessments ... locations making recommendations as appropriate. .Report critical Risk Alerts to the Energy Managing Director in a timely manner. .Take the lead in creating Risk… more
- Zurich NA (San Francisco, CA)
- …collaboratively with assigned underwriters. + Supports Underwriter with broker /agent/distributor/customer interactions by providing basic customer service skills. ... leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …others. The successful candidate will be proactive, detail-oriented, and capable of managing multiple tasks while maintaining a high level of professionalism. Key ... preferably within wealth management or financial services. + Familiarity with broker -dealer platforms; experience with LPL is strongly preferred. + Strong… more
- Lincoln Financial (Sacramento, CA)
- …needs, o Strong leadership skills and self-confidence, o Working independently and managing multiple priorities in a dead-line-driven environment, oA bias for action ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- HUB International (Newport Beach, CA)
- …support for the Account Management Team. + Setup, maintain and update Broker Management System. + Process enrollments, changes and termination requests as needed. ... shipping needs. + Assist with value add invoicing processing. + Assist with managing intake process. + Assist with researching enrollment and billing requests. +… more
- Deloitte (Sacramento, CA)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... experience with investment management or partnership taxation + Experience managing projects including scheduling, budgeting, client correspondence, and billing +… more