- CRC Insurance Services, Inc. (NC)
- …strategic interface between CRC and major retail firms, translating retail broker behavior, priorities, and decision-making into clear, executable growth strategies ... Develop detailed growth plans for assigned retail partners + Translate retail broker operating models into actionable CRC strategies + Identify priority segments,… more
- CRC Insurance Services, Inc. (NC)
- …managing complex relationships, and serving as a knowledgeable resource on retail broker behavior and priorities. The role is well-suited for a senior individual ... contributor with strong broker and carrier-facing experience who thrives in a proactive,...skills + Demonstrated ability to work independently and proactively ** Preferred ** + Current role at a carrier in distribution,… more
- Truist (Charlotte, NC)
- …supervisory functions that are routinely associated with those of a retail broker /dealer. **Essential Duties and Responsibilities** Following is a summary of the ... activities may change from time to time. + Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and… more
- CVS Health (NC)
- …each and every day. **Position Summary** The Account Executive owns the relationship with the broker . The goal of this role is to build and maintain broker ... Lines Producer License (or must obtain post-hire within 90 days) ** Preferred Qualifications** + Understand competitive environment and market opportunities +… more
- US Bank (Charlotte, NC)
- …in the following areas: * Wealth Management laws and regulations (eg, Broker Dealer, Trust Services, Wealth Management, Securities and Exchange Commission (SEC) ... Operations, Private Banking) * Capital Market laws and regulations (eg, Broker Dealer, Trust Services, Wealth Management, SEC Regulations, FINRA Regulations, 12CFR9… more
- CRC Insurance Services, Inc. (Charlotte, NC)
- …range of litigation and claims matters, with a primary focus on insurance broker professional liability, breach of contract, and related disputes. This role requires ... with outside counsel. + Strong understanding of the insurance industry and broker liability issues. + Excellent written and verbal communication skills. + Ability… more
- CH Robinson (Charlotte, NC)
- …GED equivalent + Minimum of 1 year of customs entry-writing experience ** Preferred Qualifications:** + Values a diverse and inclusive work environment + Proficient ... the Customs Regulations, specifically 19 CFR 111.53(e), a Customs Broker is required to receive written approval from US...welcome you to apply whether you check all the preferred qualifications or just a few. You may just… more
- Truist (Charlotte, NC)
- …supervisory functions that are routinely associated with those of a retail broker /dealer and RIA supervising principal in the securities industry. The supervisory ... Health and Variable insurance license + Proficiency with Microsoft Office applications ** Preferred Qualifications:** + Bachelor's degree in Finance and 2 years of… more
- Truist (Charlotte, NC)
- …of expenses, specialized industry accounting, including accounting for broker -dealers, and the determination of regulatory capital. Effectively support ... with an emphasis on spreadsheet, word processing and database software ** Preferred Qualifications:** 1. Masters or advanced degree in Business or Accountancy… more
- CVS Health (Raleigh, NC)
- …capacity, engaging cross-functionally with internal departments, external clients, and broker partners to deliver expert guidance and solutions. In addition ... identify, recommend, and implement process improvements and operational efficiencies. Preferred Qualifications: + Experience in processing policy and eligibility… more