- The Hartford (Overland Park, KS)
- …days a week (Tuesday through Thursday). Supports Commercial Underwriting in the sales acquisition process. Provides support for new business and renewal policy ... customers to request needed information and resolves problems. Job Duties/Accountabilities Sales Support: Responsible for supporting the Underwriter in the sales… more
- PNC (Manasquan, NJ)
- …and visibility among branch staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve investment ... highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice... of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- Blue Cross Blue Shield of Massachusetts (Boston, MA)
- …We Need The Sr. Underwriter is responsible for the profitability of an assigned book of business, including prospective and renewing business in the 51-99 and 100+ ... report on the profitability and persistency of the assigned book of business. + Negotiate prices with customers and...the presentation of financial proposals and renewals to internal Sales stakeholders. + Assist with the development of financial… more
- UMB Bank (Kansas City, MO)
- …regional sales meetings. + Design and implement strategy to increase sales , improve service quality and manage associate performance/development. + Establish ... leadership and direction to the UMB Private Banking organization, overseeing the sales efforts for the division. This includes driving and providing oversight of… more
- AON (Chicago, IL)
- …re-marketing of bonds as needed. Ensure client retention and year over year book growth through penetration opportunities or new business growth is the key business ... and Infrastructure group to align strategies. + From a sales perspective, the broker serves as point of contact...judge underwriting risks within scope of responsibility. + AFSB ( Associate in Fidelity and Surety Bonding) certification preferred or… more
- Regions Bank (Jacksonville, FL)
- …and helps the team reach deadlines, including proper 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...relationship management, business development and presentation skills + Advanced sales , negotiation, problem solving, and interpersonal skills + Excellent… more
- Kestra Financial (Fort Worth, TX)
- …in multiple roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio ... case design, scenario building, and plan and presentation development. Summary The Associate /Service Advisor reports to the Lead Advisor and serves as the primary… more
- UMB Bank (Kansas City, MO)
- …needs. **Responsibilities:** + Delivers an unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB ... a minimum of 3 years of experience in a sales role required + Commercial Banking and Retirement Plan...an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund;… more
- Atria Wealth Solutions (Lunenburg, MA)
- …and visibility among branch staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve investment ... (In-Branch) + Manage, service and grow an existing investment and insurance book of business through client meetings. Build strong client relationships that lead… more
- Compass Group, North America (Washington, DC)
- …and book new and repeat business through efforts (outside sales calls, telemarketing, mailings, networking, etc.) while maximizing banquet space to meet/exceed ... and promote sales . Local travel required. Own vehicle required for sales calls. Preferred Qualifications: Associate 's degree preferred Minimum 1 year of… more