- USG Insurance Services, Inc. (Boston, MA)
- …Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. Our extensive network ... Canonsburg, PA, expertly oversee and manage both our proprietary and third-party systems , ensuring our sales operations stay at the forefront of technological… more
- TD Bank (Roslindale, MA)
- …support, and (3) advocating with proactive insights & recommendations + Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships ... and procedure for Customer Authentication + Acts as Dual Control agent when required + Follows all required open/close procedures **Employee/Team Accountabilities:**… more
- Grundfos (Boston, MA)
- …and applying new systems and programs. + Ability and willing to travel domestically or internationally (30-40 days travel per year). Relocation for this ... sense of Customer Centricity, Accountability and Collaboration. + A Self-Driven Change Agent - proactive with ability to prioritize. + Enthusiastic and Persistent -… more
- KeyBank (Boston, MA)
- …the bank's position to minimize potential losses. Ensure data integrity in Key's systems and reporting and that all assets remain appropriately risk rated at all ... debt facilities (required) + Developing experience managing the left lead /administrative agent role in syndicated deals (required) + Ability to lead discussions… more
- Teleperformance USA (MA)
- …**Did you know that our Chief Client Officer started her career at TP as an agent and advanced to the pinnacle of the company? At TP, the sky is the limit!** ... both new and existing IVR programs for script to system accuracy and effective sales approach** + **Analyze client...skills (ie, Word, Excel, Power Point, etc.)** + **Overnight travel approximately four times per year** + **Excellent attendance… more
- Travelers Insurance Company (West Bridgewater, MA)
- …a mix of online, virtual, classroom, and on-the-job training. The training may require travel . + The on the job training includes practice and execution of the ... in accordance with the Knowledge Guides. + Maintains diary system , capturing all required data and documents claim file...customer service to meet the needs of the insured, agent and all other internal and external customers/business partners.… more
- Deloitte (Boston, MA)
- …reviews. + Initiate new entries in the Third-Party Risk Management (TPRM) system + Design, develop, and maintain dashboards, ensuring data is relevant, actionable, ... stakeholders within a dynamic, cross-functional environment. + Ability to travel up to 10%, on average, based on the...If not CPA eligible: + Licensed Attorney + Enrolled Agent + Program Management Professional (PgMP) + Project Management… more
- Deloitte (Boston, MA)
- …to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and ... provisions, tax analysis, and tax research + Ability to travel up to 25%, on average, based on the...If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) +… more
- Deloitte (Boston, MA)
- …to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and ... in person 2-3 days per week + Ability to travel up to 25%, on average, based on the...If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) +… more
- Deloitte (Boston, MA)
- …and tax depreciation software selection. Helping Clients with fixed asset system implementations or upgrades. Qualifications: Required: + Ability to perform job ... accounting, Finance, or another business-related field. + Ability to travel 20%, on average, based on the work you...If not CPA eligible: + Licensed attorney + Enrolled Agent + Alternative Certification: + Project Management Professional (PMP)… more
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