- Brighton Health Plan Solutions, LLC (Westbury, NY)
- …employee expense reports, obtain approvals and ensure expenses are paid in accordance with company policy. + Own broker payment process and enforce company ... networks, and innovative technology platform. As a healthcare enablement company , we unlock opportunities that provide clients with the...part of the Brightest Ideas in Healthcare (TM) . Company Mission Transform the health plan experience - how… more
- Cushman & Wakefield (Los Angeles, CA)
- …shows, conferences, and client meetings. **Expense Management:** Prepare, process, and track broker expense reports in accordance with company policy; ensure ... is essential in maintaining smooth day-to-day operations and enhancing broker productivity and client service **Job Description** **Key Responsibilities:** Calendar… more
- Acosta Group (Lewisville, TX)
- …others + Prior experience that demonstrated sales skills with a retailer, food broker , agency or major consumer + Products company . + Solid understanding ... consumer packaged goods companies. Their primary responsibility is representing the company during negotiation and execution of special project coverage in stores,… more
- AON (New York, NY)
- …new/renewal clients in FDT system and filing the client submissions and broker documentations to the electronic filing system. + Review client submission, prepare ... records by filing quote disclosure documents received from the broker . + Manage FacGSM and RI Connect firm order...and reference number, client's policy number and policy issuing company ). + Prepare, review and sign Reinsurance Binder, Slip,… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …Experience Required: + Ten plus years of experience in similar role at broker dealer, investment advisory firm, trust company or similar financial institution; ... services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Concepts, practices, and procedures of the financial services industry. + Bank holding company and retail broker dealer clearing firm operations. **Skill in:** + ... Experience drafting documents, including reviewing, and editing. + Drafting policies. + Excellent written and verbal communications skills to professionally address a wide and varied audience, including executive management, both internally and externally. +… more
- Marex (New York, NY)
- …Plan in line with below responsibilities: + Provide Compliance Advisory services to US Broker Dealer business lines. + Complete or assist in completing US Broker ... Dealer related regulatory inquiries. + Complete or assist in completing US Broker Dealer BCAC (Business Change Approval Committee ()guidance for management review +… more
- UNUM (Creve Coeur, MO)
- …guidance to CM and Sales Rep for enrollment activities and supports the team, broker and customer and communicates effectively with all applicable parties. + Act as ... Plane, Enrollment App, etc.). + Educate team and or customer/ broker on best enrollment solution. + Request Benefit Counselor...Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies… more
- Cushman & Wakefield (New York, NY)
- …**Job Description** **Essential Duties** + Deliver strategic insights and recommendations to broker / broker teams based on analysis findings; refine analyses by ... deliverables, contributing to driving successful transaction completion + Collaborate with broker and leadership stakeholders, and other support teams, to ensure the… more
- HUB International (Providence, RI)
- …Group (SPG) is the wholesale & MGA division of HUB International (5th Largest Global Broker ). SPG acts in a holding company capacity acquiring best in class ... resource and partner to thousands of financial advisors, as well as banks, broker dealers and producer groups. BSMG has strong relationships based on mutual respect… more