- AIG (Chicago, IL)
- …help customers to manage risk. Join us as a Senior Regional Production Specialist , Lexington Healthcare to play your part in that transformation. It's an opportunity ... and secure new and profitable business. + Manage and develop effective broker and client relationships throughout assigned territory. + Coordinate strategy and work… more
- Truist (Tampa, FL)
- …and managerial functions that are routinely associated with those of a retail broker /dealer and RIA. **Essential Duties and Responsibilities** + Manage a team of 4 ... - 10 Supervisors. + Provide coaching and focused training for team as needs are identified. + Supervisory responsibility for Investment Advisory accounts. Utilize multiple systems to ensure compliance with firm policies related to advisory account management.… more
- Charles Schwab (Westlake, TX)
- …and knowledge framework + Knowledge of IRS regulations in relation to broker /dealer reporting + Excellent written and verbal communication skills + Flexibility to ... work in an evolving environment as processes and procedures are developed + Strong MS Excel skills, ability to work with large data sets + Schwab Bank experience preferred + Series 7 license preferred **What's in it for you** At Schwab, you're empowered to… more
- CVS Health (CA)
- …claims administration, from reinsurance/stop loss, data analytics, provider and broker relations, underwriting, eligibility, finance, client management and much ... more. Develop and hone your skills as a critical thinker, problem solver, and highly effective communicator with a meticulous eye for detail and superior organization - foundational skills that will serve you throughout your entire career. We will provide… more
- Exelon (Philadelphia, PA)
- …review. **Minimum Qualifications** **MINIMUM QUALIFICATIONS** + Bachelor's Degree or Real Estate Broker 's License and 2-4 years' business experience or in lieu of a ... degree, 3-6 years' business experience. + 2+ years of real estate transactional experience involving knowledge of legal descriptions and standard real estate practice and documentation. + Proven negotiation skills. + Demonstrated ability to organize complex… more
- Prestige Employee Administrators (Morrisville, NC)
- …+ Manage the renewal process + Communicate renewal materials to client and broker + Prepare materials for employees based on client specifications + Review system ... update of changes + Presentation of changes in person or via Ring Central + Benefit Enrollment portal assistance + Auditing and confirming for clients the employees who have enrolled and their elections + Work alongside HRBP's, and payroll specialists to… more
- Fluor (Greenville, SC)
- …claims process for Mission Solutions, acting as a liaison between the broker , insurance carriers, claim adjusters, and other stakeholders. Defense Base Act provides ... workers' compensation protection, including disability and death benefits, for civilian employees working outside the United States on US government contracts or at US military bases. This position delivers Human Resources services with specific responsibility… more
- AltaGas (Vienna, VA)
- …procedures and reports discrepancies to supervisory staff. * Audits monthly broker and sales rep commission statements for accurate contract/account statuses while ... resolving deficiencies and identifying inaccurate account assignments and contract identifiers. * Research and respond to Management inquiries regarding commission payments as they relate to contract status. * Prepares ad hoc reports for the sales team,… more
- JPMorgan Chase (Los Angeles, CA)
- …to, financial planning, goals-based investing, financial advisory at a broker -dealer, RIA and/or a private bank, affluent/high-net-worth solutions, and retirement ... strategies + Bachelor's degree and Certified Financial Planner (CFP) or Wealth Management Certified Professional (WMCP) designation (or equivalent) required + Ability & experience in understanding clients' financial situations and personal circumstances;… more
- Janus Henderson Investors (Denver, CO)
- …systems, following established procedures and leveraging data from the transitions and broker relations teams. + Oversee and maintain commission rules as directed by ... internal stakeholder teams. + Carry out other duties as assigned What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support… more