- Paychex (Sarasota, FL)
- …tools to accurately track activities and forecasts. + Collect data to support underwriting process, close sales. + Projecting a positive image in representing the ... company to clients and the community. + Writes and processes sales contracts in a professional manner and by HRS operation guidelines. + Continually develop technical, competitive, and sales skills knowledge to effectively represent an Insurance sales… more
- CRC Insurance Services, Inc. (Fort Lauderdale, FL)
- …Explanation of Benefits (EOB). * Read, comprehend, and interpret underwriting procedures, requirements, regulations, and contracts. * Maintain complete ... confidentiality of information. * Determine when problems should be escalated. * Work in and contribute to a positive team environment. * Complete tasks on time while managing multiple tasks simultaneously. **General Description of Available Benefits for… more
- Cherry Bekaert (Tampa, FL)
- …community impact data, management capacity and finances + Assisting with underwriting and structuring NMTC transactions + Supporting and preparing for submission ... of relevant Certifications + Preparing sub-CDE Certifications in connection with NMTC allocation agreements. + Working with organizations to meet certification requirements and establish policies and procedures that will ensure continued compliance + Helping… more
- Travelers Insurance Company (Tallahassee, FL)
- …and coordinate Travelers medical position as appropriate. + Inform Product and Underwriting insights as appropriate to anticipate, respond to and manage trends. + ... Attend external forums representing Travelers. Function as a liaison and professional relations contact on a local and national level. + May provide input and support medical vendor strategies including vendor selection, negotiation and contracting. + Medical… more
- World Insurance Associates, LLC. (New Smyrna, FL)
- …Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures + Review all applications, policies, ... endorsements and audits for accuracy + Coordinate expiration list with department manager to obtain renewal business information Qualifications + Bachelor's degree or equivalent work experience, preferred + Three years minimum Commercial Account Management… more
- Fifth Third Bank, NA (Orlando, FL)
- …II level. . Strong credit and corporate finance skills required, underwriting experience preferred. . Must possess superior client relationship, marketing ... presentation, and sales skills in addition to extensive knowledge of products and markets . Excellent interpersonal, written, and verbal communications, negotiation, and analytical skills. . Ability to coach and inspire sales team. . Demonstrated sales and… more
- JPMorgan Chase (Jacksonville, FL)
- …understanding of Secondary and Capital Markets + Comprehensive knowledge of mortgage underwriting , quality control and servicing + Ability to analyze multiple data ... points and communicate decisions to management + Strong team player with exceptional analytical and financial assessment skills. Proven ability to build strong relationships and lead teams to achieve strategic objectives. **Preferred Qualifications,… more
- CVS Health (Tallahassee, FL)
- …of solutions with benefits tied to constituents' needs. + Collaborates with underwriting to prepare competitive quotes for targeted prospects. + Creates open ... enrollment plan with producer and plan sponsor to maximize enrollment. + Monitors industry information and competitive environment of the marketplace to position Aetna's strength accordingly. + Ensures product, pricing and services meet client's needs while… more
- FirstBank PR (Miami, FL)
- …approval processes, as requested. Essential Responsibilities: + Responsible for the Underwriting Credit Log portfolio loans under review for Commercial and Corporate ... loans. + Preparation of Credit Committee Agenda for open discussions to proper authority and gathers Credit Approval Memorandums (CAM) for presentation to applicable approval authority committee. + Ensures distribution of approved credits and respective… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …interpreting and analyzing complex financial statements. + Structuring, negotiating, underwriting and closing loan transactions. + Generating Cash Flow projection ... + Maintaining documentation files. + Monitoring compliance on loans and accounts. + Ensuring compliance with organizational policies and applicable State, Federal, agency and investor guidelines. + Preparing and delivering oral and written presentations +… more