- Guardian Life (Pittsfield, MA)
- As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth management accounts. **You ... be detail oriented and possess excellent time management skills + Must understand broker dealer systems for account opening, asset movements, and order entry + Must… more
- NBT Bank (Norwich, NY)
- …or equivalent combination of education and experience required + Property & Casualty Broker 's license and/or Life, Accident, and Health license or ability to obtain ... within 12 months of hire Skills and Abilities: + Demonstrated ability to effectively become proficient with the agency management system + Demonstrated ability to effectively organize and prioritize multiple work assignments, pay attention to detail and focus… more
- AIG (Philadelphia, PA)
- …our clients and growing our business. Where you can make an impact: Client & Broker Engagement At AIG, we are reimagining the way we help clients manage risk through ... as driving new business activity. The team serves major clients and broker partners through an elevated, personalized experience - our client-centric framework… more
- KeyBank (Brooklyn, OH)
- …in office and 3 days WFH **ABOUT THE JOB** A Lead Specialist in the Broker Trading & Revenue group is responsible for receiving phone calls from brokers and outside ... for trading mutual funds for trust clients + Post broker -initiated trades to the Global Plus custody system +...and resolve file transmission issues with NSCC and various operations groups. + Validate and post activity to the… more
- Atria Wealth Solutions (Vancouver, WA)
- …non-deposit investment and insurance products as registered and licensed by a third-party broker dealer under agreement with Columbia CU. + Using only the broker ... industry. + Maintain continuing education and legal requirements of FINRA, State Insurance, broker dealer and Columbia CU. + Build rapport and educate Columbia CU… more
- Vistra (PA)
- …warm lead conversations . Maintain accurate and timely customer information with sales operations , ensuring customer and/or broker issues are resolved in a ... billing and partner payment **Job Family** Sales **Company** Vistra Retail Operations Company **Locations** State of Pennsylvania Pennsylvania **_We are a company… more
- Paychex (Irving, TX)
- …the BeneTrac system of electronic enrollment and benefit administration tools to broker distributors and assisting them to promote and sell BeneTrac to their ... Distributors and subsequently introducing BeneTrac to their clients. + Supports Broker Distributors and sponsoring Benefit Plan Carriers with BeneTrac sales… more
- Cushman & Wakefield (Chicago, IL)
- …departments and teams ( Operations , Marketing, Finance, etc.) on behalf of the broker team for the creation of pitch and proposal materials. . Manages client ... The Brokerage Coordinator plays an integral role in supporting our broker teams. They provide superior administrative, marketing, research, and finance support… more
- Cushman & Wakefield (Phoenix, AZ)
- …+ Serve as escalation point: Assist team members, brokers, and market operations . Assist PD management team with market relationships. + Promote collaboration: ... development of Marketing materials + Build and manage relationships with Brokers, Broker Admins, other Cushman & Wakefield support functions + Cultivate and maintain… more
- Excellus BlueCross BlueShield (Buffalo, NY)
- …converting groups to new product lines, and working closely with Operations , Customer Care, Claims, and Finance/Underwriting departments to support group ... enrollment meetings. + Acts as a liaison between the group/ broker /consultant and internal departments when it comes to new...+ Troubleshoots online access issues for a group or broker . + Researches member claim issues when an employer… more