- MAPFRE Insurance (MA)
- …Recommends modifications to broad operating policies which may impact projects, operations , and considerable expenditure risk and major portions of operations ... are generally diverse, complex and impact major business segments. + Insurance broker 's or agent's license and or property and casualty insurance designations… more
- HUB International (Ridgefield, CT)
- …HUB is one of the largest global insurance and employee benefits broker , providing a boundaryless array of business insurance, employee benefits, risk services, ... management platforms, including EPIC and BenefitPoint. + Collaborate cross-functionally with operations , accounting, and data teams to validate and enhance reporting… more
- Health Care Service Corporation (Nashville, TN)
- …in business testing, business analysis, process improvement, project management, business operations or relevant health care industry experience * 3 years of ... - 835 remittance files & EOP + . CMS reporting + . SalesForce + . Evolve/ Broker * Test case management tools such as Zephyr * Agile tool such as Jira/Rally *… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …preparation (life, disability, LTC) + Create and update investment review reports Operations & Client Service + Maintain CRM records and track client interactions ... + Coordinate with custodians, broker -dealers, and partners + Manage client paperwork, including account openings and transfers + Prepare meeting agendas and client… more
- Cushman & Wakefield (Albany, NY)
- …measurements for internal benchmarking + Implement and modify account operations manual/playbook + Utilize transaction management and portfolio analysis technology ... + Ensure consistency of transaction service delivery + Oversee/manage field broker selection process + Determine clients' needs and communicate project parameters… more
- Aston Carter (San Diego, CA)
- …and work under time constraints. Experience managing brokers and brokerage operations . Audit and data analysis experience. Strong Excel skills, including pivot ... tables, VLOOKUP, and charting/graphing. Additional Skills & Qualifications Customs Broker License strongly preferred. Bilingual in English and Spanish preferred.… more
- ReSource Pro (Orlando, FL)
- …exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and ... process, technology, and data to serve more than 1,800 clients across the carrier, broker , and MGA segments - consistently earning a +96% client retention rate for… more
- Lincoln Financial (Radnor, PA)
- …and ideation activities. **What you'll be doing** + Oversees platform operations by monitoring performance, identifying issues, and implementing solutions + ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Realtor (Scottsdale, AZ)
- …revenue through mainly outbound telesales, engaging with mid-size Realtor, agent, and broker accounts and getting them to commit to our lead subscription services ... the relationship and generate sales + Bring initiatives to the Marketing and Sales Operations Teams, to develop and share strategies to establish and lead programs +… more
- Charles Schwab (Westlake, TX)
- …branch), lines of business (eg, Retail, Advisor Services), and legal entities (eg, bank, broker -dealer). The core focus of the role will be ensuring that we are ... with stakeholders across the firm, including platform, product, technology, operations , and client-facing enterprises. This will require analyzing opportunities,… more