- Access Dubuque (Dubuque, IA)
- …insurance and connected programs. Individuals who apply should possess: + Proven experience and success as an insurance broker , with a focus on property & ... Overview** We are seeking an experienced Risk Management Insurance Broker with at least 3 years' experience of B2B...joining a team with a solid track record of success in the insurance industry. We have a high… more
- UNUM (Lake Oswego, OR)
- …Summary:** General Summary The Client Development Specialists role is instrumental to the success of the Core Market & Specialists teams for business with 100+ ... 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… more
- Broadridge Financial Solutions (Albany, NY)
- …others along the way, come join the Broadridge team. The Enterprise Client Success Rep ensures that the business value received from our customers investment with ... degree or equivalent experience preferred + 4+ years of demonstrated Customer Success or Account Management experience in a high-growth SaaS environment, preferably… more
- The Hartford (Chicago, IL)
- …Right/ Policy Decisions/ web based vendors. (Genius knowledge a plus but not required) Broker Management & Client Relations * Serve as a critical partner to the ... commercial lines industry and market knowledge to contribute to the overall success and profitability of the Commercial organization* Routine, structured, and high… more
- The Cigna Group (Tampa, FL)
- …the manager. Accountable to proactively manage, respond and address client and broker inquiries through service plans to facilitate results attainment for the client ... managing business relationships, delivery of moderately complex client and broker requests, using independent judgment and discretion, proactive service support… more
- Broadridge Financial Solutions (New York, NY)
- …to establish, develop and maintain senior-level relationships across bank and broker -dealer accounts. Candidate must have excellent oral and written communication ... market, specifically the general workings of wealth management and capital markets broker /dealer operations, as well as exposure to, or experience in, working in… more
- Broadridge Financial Solutions (New York, NY)
- …to establish, develop and maintain senior-level relationships across bank and broker -dealer accounts. Candidate must have excellent oral and written communication ... market, specifically the general workings of wealth management and capital markets broker /dealer operations, as well as exposure to, or experience in, working in… more
- Charles Schwab (Westlake, TX)
- …planning across the corporation and its subsidiaries, including our bank and broker -dealers. We monitor and ensure adherence to regulatory ratios including the ... preferred. + Demonstrated detailed knowledge of finance + Deep knowledge of broker / dealer liquidity and collateral requirements + Extensive experience and… more
- Atria Wealth Solutions (Vancouver, WA)
- …other and our members. + Community - We have a passion for contributing to the success and growth of the communities we serve. + Financial Wellness - We have a ... 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… more
- CRC Insurance Services, Inc. (Livingston, NJ)
- …/ New Jersey area. The Solutions Advisor is responsible for managing the broker experience throughout the new build and renewal process. This role involves ... time to time. * Collaborate with all pre- and post-sale/service groups to manage broker experience as a point of contact throughout new build and renewal processes… more