- Raymond James Financial, Inc. (San Antonio, TX)
- …as a representative of the firm. + Services clients in his/her own book of business. + Performs other duties and responsibilities as assigned. **Knowledge of** ... + Company's working structure, policies, mission, strategies, and compliance guidelines. + Economic and accounting principles and practices, the financial markets, banking, and analysis and reporting of financial data. + Legal requirements and federal and… more
- ADP (Dallas, TX)
- …you want a lasting career with a company that offers autonomy to run a book of business, flexibility to make your own schedule, and gives you work-life balance?_** + ... **_Are you looking for continuous learning and the opportunity to invest in yourself?_** If so, then this may be just the opportunity you've been searching for. Read on and decide for yourself. The world's largest companies -- including 80% of the Fortune 500… more
- KeyBank (OH)
- …and complete associated lending responsibilities. + Aggressively maintains client back book and mitigates profitable client run-off. + Responsible for various ... operational tasks while acting as a bank advocate and advisor to the client. + Manages all administrative tasks associated with client portfolio to ensure all clients are within bank compliance. + Embraces a virtual team model and enhances the professional… more
- World Insurance Associates, LLC. (Bridgewater, MA)
- …management and retention. Primary Responsibilities + Effectively manage a high volume book of Commercial Lines Property & Casualty Insurance business, ensuring all ... required tasks are completed accurately and on-time + Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication + Handling renewals, service requests, claims, billing and… more
- BELFOR Property Restoration, Inc (Grand Prairie, TX)
- …procedures, guidelines, and standards. **Requirements** + Develop and maintain client book of business dependent on Estimator, Senior Estimator, General Estimator, ... and Executive General Estimator job requirements + Serve as primary contact with owners, adjusters, and consultants + Scope development, negotiation and agreements with customers + Uses BELFOR standard in formatting estimates + Coordinate after hours emergency… more
- Highmark Health (Pittsburgh, PA)
- …**Job Description :** **JOB SUMMARY** This job is responsible for managing a book of business and the business relationship as a strategic consultant for existing ... accounts directly or through intermediaries. The incumbent is responsible for renewing accounts and selling new products and services to existing accounts to ensure retention and growth of profitable business. **This role is a hybrid based role in Pittsburgh,… more
- Charles Schwab (Lone Tree, CO)
- …Intex, Bloomberg, QRM, Calypso + Experience with Interest rate risk in the banking book , including NII and EVE simulations + CFA, FRM or PRM designations a plus ... In addition to the salary range, this position is also eligible for bonus or incentive opportunities **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture… more
- Climatec, LLC (West Valley City, UT)
- …Identifies change order opportunities and coordinates with sales to document, pursue, and book them. + Provide support to Climatec and other contractors to solve ... building operating issues that go beyond the controls or special systems operation. + Communicate with internal employees as required to ensure Climatec labor is accurate and timely and estimated productivity is achieved in all areas. + Provide leadership and… more
- The Cary Company (Addison, IL)
- …opportunities during customer interactions, and actively work to grow your book of business. + Account Management: Develop strong relationships with key ... accounts, managing larger quotes and ensuring all customer needs are met and expectations exceeded. + Collaboration: Work closely with other departments, including customer service, logistics, accounting, marketing, and warehousing to deliver a seamless… more
- Pilot Company (Laredo, TX)
- …+ Ability to analyze data and provide solid recommendations to enhance assigned book of business + Advanced customer service skills + Advanced problem and situation ... analysis skills + Ability to work in a fast-paced, dynamic environment + Internal networking and teamwork + Travel required up to 100% + General office work requiring sitting or standing for long periods of time, including on airplanes and in cars + Bilingual… more
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