- Zurich NA (Sacramento, CA)
- …often requires nationwide travel where necessary. + Provide engineering support to underwriting teams and attend client/broker meetings as needed. + Manage account ... risk portfolio and provide account level engineering to meet underwriting requirements. + Provide advanced casualty consultative services to customers, identify… more
- CVS Health (Sacramento, CA)
- …+ Support and execute prospecting initiatives / lead generation + Conduct consultant meetings / briefings + Qualify RFP opportunities through consultant ... Ability to lead / facilitate finalist presentations, educational presentations, consultant briefings, and capabilities presentations with National Account audiences.… more
- HUB International (Encino, CA)
- …role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what ... with Producers, if assigned on accounts, serve as the HUB's primary consultant to the client. The Producer has primary responsibility for client relationship… more
- City National Bank (Los Angeles, CA)
- …funds. Participates in the private equity management process by providing underwriting expertise. Analyzes prospective investment Fund transactions and assessment of ... fully protect the Bank's interests. * Acts as a consultant to General Partner and Fund Sponsor in developing...Fund structure and related documents. * Minimum 7 years' underwriting experience with a focus on private equity investments… more
- HUB International (Sacramento, CA)
- …cooperatively with Producers, if assigned on accounts, serve as the HUB's primary consultant to the client. * The Producer has primary responsibility for client ... for retaining the account, acting as the de facto technical expert and broker- consultant . (In some instances, no Producer will be assigned and the AE also… more
- US Bank (Los Angeles, CA)
- …of tasks. Responsibilities will include the following: + engage insurance review consultant , + initiate bank account opening process and send requests to internal ... Assist PM with USCDE specific agreements; fee disclosures; and USBCDE specific underwriting memos + Work closely with USBCDE Compliance Manager to complete required… more
- City National Bank (Pasadena, CA)
- …exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic ... policies and procedures. * General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate… more