- American Family Insurance - Corporate (Madison, WI)
- …insurance carrier placement guidance and service to the field. Manage a profitable book of business. Maintain relationships with the field and partners to ensure ... their territory for the field agents. + Oversee a book of business within a geographic territory. Place profitable...modifies new and renewal business to provide a profitable book of business. + Use underwriting guidelines to ensure… more
- University of Utah (Salt Lake City, UT)
- …supports student success through multiple delivery models, including the Day 1 Book Access Program, traditional print textbooks, and a robust Instant Access digital ... Drive adoption and expansion of the Utah Day 1 Book Program and other academic material initiatives. * Operational...procurement. o Drive growth and innovation in Day 1 Book Access and Instant Access programs, adopting new technologies… more
- Robert Half Legal (King Of Prussia, PA)
- …or a small group of lawyers / associates with a strong, portable book of business focused on mid-market clients. The firm offers a collaborative environment, ... fully remote. Compensation will align with experience and the book of business. Responsibilities: * Manage and expand a...bar. * Proven track record of a portable, recurring book of business catering to mid-market clients. * Expertise… more
- Synchrony (Tallahassee, FL)
- …metrics within their assigned territory. The Metro PDM owns a defined book of mid-to-large practices; prioritize accounts, set practice-level strategies, and select ... the surrounding area + Strategically plan, organize, prioritize and independently manage book of business to meet/exceed revenue and application goals + Proactively… more
- PNC (New York, NY)
- …with knowledgeable client services teams and partners to support the growth of a book of business. Experience selling to one or more of the following areas is ... + Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales… more
- Regions Bank (Orlando, FL)
- …and deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk ... and compliance needs for the book of business, and utilizing all the tools are...skills + The PWM Wealth Advisor will service a book of mostly international clients + Demonstrate a high… more
- HUB International (Gillette, WY)
- …THE POSITION** The Employee Benefits Account Manager may be expected to maintain a book of business based on department needs, will demonstrate the ability to handle ... a book of business, work directly with clients to answer...service requests, policy changes, cancellations, and other functions, handling book of business. + Review of insurance applications and… more
- Alternative Services-CT, Inc (Glastonbury, CT)
- …order to meet individual's habilitative needs. + Conducts regular audits on each consumer's program book , case book and medical book to ensure that necessary ... information is present and follow through occurred. + Reviews and approves all staff duties and consumer paperwork in a timely and accurate fashion. + Participates in developing plans to meet the needs of the consumer and the home and in carrying out those… more
- KeyBank (Brooklyn, OH)
- …(RM) leads the execution of the Institutional Advisors client experience for an assigned book of clients. In addition to their client book , RM collaborate with ... to IA clients. Every RM has an expectation to sustain and grow their book through the expansion of existing clients, referrals from clients, internal partners, and… more
- University of Iowa Community Credit Union (North Liberty, IA)
- …and membership. Along with being the primary point of contact for agency book rolls driving growth through service and retention.7. Gains knowledge to analyze and ... Seeks recommendations from existing GreenState client base to expand agency book of business.9. Proactively contacts Mortgagee's to review insurance coverages ahead… more