- Principal Financial Group (Waltham, MA)
- …Trusted Relationships: Collaborate with sales teams to understand client needs, strengthen broker and customer partnerships, and serve as a go-to resource throughout ... maintain all required non-resident licenses + Broad understanding of insurance operations , products, and marketing concepts + Strong organizational, time management,… more
- City National Bank (New York, NY)
- …Develop procedures in coordination with Investment Management teams, IT/Programmers, Operations , Legal and Compliance * IT Coordination: Coordinate with IT ... regulatory affairs. * Experience with a financial institution such as a broker /dealer and/or registered investment adviser. * Experience working within a Compliance… more
- AIG (Los Angeles, CA)
- …and create cross sell opportunities for other Commercial products. + Work with broker to understand the deal structure, terms, and AIG Services that best meets ... property casualty networks. It is an exciting time to join us - across our operations , we are thinking in new and innovative ways to deliver ever-better solutions to… more
- ReSource Pro (Lincoln, NE)
- …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
- Zurich NA (Phoenix, AZ)
- …where necessary. + Provide engineering support to underwriting teams and attend client/ broker meetings as needed. + Manage account risk portfolio and provide account ... and implement customer service strategies that reduce losses and improve customer operations . + Monitor casualty account engineering services to ensure that delivery… more
- Robert Half Finance & Accounting (Woodland, CA)
- …agency bill payments. * Investigate and resolve discrepancies in company and broker payable accounts within the general ledger. * Provide support during month-end ... as assigned to contribute to the continuous improvement of processes and operations . Requirements * Demonstrated ability to handle sensitive information with a high… more
- Cushman & Wakefield (San Francisco, CA)
- …Coordinator **Job Description Summary** The Brokerage Coordinator will report to the Operations Manager and will serve as the support for the fee-earner and/or ... + Partner with the COE's to create and coordinate initial listing presentations and broker opinion of value + Partner with the COE's to design, animate, and produce… more
- Lincoln Financial (Radnor, PA)
- …responsibilities are compliant with the content of company flight operations manuals, safety management system, training documents, standard operating procedures ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Abbott (Irving, TX)
- …Amendments and Prior Disclosures. + Ensure timely and accurate response to Broker Requests for Information and follow-up to ensure resolution. + Ensure proper ... education and experience. + Minimum 2-3 years' experience in import/export operations , international business, or other related field. + Sound analytical abilities… more
- PNC (Pittsburgh, PA)
- …and develops solutions. Interacts with internal/external service partners, including broker dealers and/or analytics providers, and leverages their knowledge. + ... be successful in this position. **Preferred Skills** Asset Allocation, Auditing Operations , Business Case Analyses, Credit Risk Analysis, Data Analytics, Data… more