- Robert Half Finance & Accounting (Englewood, CO)
- …with all final renewal negotiation results + Complies with agency management system CRM standards. Saves and documents work product. + Will work primarily ... Life and Health license from the State of Colorado + Prior experience in broker agency, carrier, vendor or administering employee benefits in HR + Intermediate level… more
- Friedman Management Company (Chicago, IL)
- …access to deal documents anytime/anywhere + Custom designed Microsoft Dynamics CRM system (Friedman D365) allowing you to manage your leads, opportunities, and ... growing + Corporate lead generation & referrals + Robust corporate and individual broker print, digital and social media marketing campaigns to support your business… more
- The Cigna Group (Houston, TX)
- …facilitate payments through the funds. * Participate in finalist, midyear, cross-sell, broker and analytics opportunities to provide insights on Cigna's health and ... through every stage of life. We guide our customers through the health care system , empowering them with the information and insight they need to make the best… more
- Tompkins Community Bank (Batavia, NY)
- …and identification card issuance + Thoroughly and accurately document agency management system and ImageRight + Maintain thorough knowledge of company procedures + ... college degree in related field or equivalent experience preferred + Licensed insurance broker or ability and willingness to obtain license within one year of… more
- Thrivent Financial (Minneapolis, MN)
- …design and architecture and provide guidance and direction. + Takes part in system design and architecture conversations with the team to land approaches to deliver ... each other's ideas Collaborating across teams + Supports and empowers teams to broker solutions across products + Understands how the product integrates with other… more
- Broadridge Financial Solutions (New York, NY)
- …experience at large financial print organization. + Skilled with XPP typesetting system . + Skilled with EDGAR filing application such as Active Disclosure, Compsci ... delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge,… more
- Lincoln Financial (Fort Wayne, IN)
- …primary technical expert and liaison with the fund's financial printer and prospectus system . * Providing subject matter expertise on Form N-1A (prospectus and SAI ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- AIG (Atlanta, GA)
- …reserves throughout the life of the file; maintaining and managing a diary system to efficiently manage and resolve cases; communicating file updates and reserves to ... the broker , insured, and underwriter when appropriate; attending mediations to resolve cases; participating in roundtables to discuss reserves and strategy,… more
- City of New York (New York, NY)
- …and payee designation, W9 TIN clearance, proof of ownership, and lease and broker 's licenses), review WMS information to ensure that an action can be processed ... the stop payment action in Finance.net. Submit the stop payment action in the system for final review and approval. - Review, compile, and analyze activity reports… more
- Lincoln Financial (Charlotte, NC)
- …for their assigned area(s) of responsibility. + Maintains internal control system to ensure SOX compliance. Recommends enhancements. + Prepares & communicates ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more