- Robert Half Management Resources (Dallas, TX)
- …reporting, and leadership, coupled with industry-specific expertise in insurance and brokerage operations. This is a 6-month contract position. 100% ONSITE in ... accurate invoicing to retail brokers and agency partners. * Oversee brokerage accounting functions, including premium tracking, fee management, and commission… more
- HUB International (Newport Beach, CA)
- …are underwritten appropriately, competitively, and in line with carrier and company guidelines. **Essential Duties and Responsibilities:** + Review and analyze ... employee benefits underwriting and benefits experience and/or training (consulting, brokerage , carrier, or reinsurance background). + Working knowledge of… more
- Thrivent Financial (Altamont, IL)
- …needs. You'll work alongside a dynamic team of advisors to help manage brokerage accounts, retirement plans, annuities, life and health insurance, and more. This is ... in person) + Prepare new account paperwork and applications ( brokerage , mutual fund, annuity, life insurance, etc.) + Assist...live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial… more
- Commerce Bank (Kansas City, MO)
- …nearly 30 advisors across five states, who collectively serve $4.4 billion in brokerage and advisory assets through its collaboration with Commerce Bank and Commerce ... Sales & Support managers on new hire onboarding and/or training on brokerage applications + Responsible for documentation, training and development of training… more
- Wells Fargo (Charlotte, NC)
- …concerns and issues as it relates to the FiNet Financial Advisors and associated Brokerage locations. Learn more about the career areas and lines of business at ... Control, Risk Management Consulting, Property or Casualty Insurance, Insurance Brokerage experience, or equivalent demonstrated through one or a combination… more
- NJM Insurance (NJ)
- …new business for the organization. Distribution Representatives meet regularly with agency/ brokerage distribution partners in pursuit of additional business in the ... markets. The right candidate would already possess key commercial agency/ brokerage relationships, presence and credibility in the central Pennsylvania territory.… more
- PenFed Credit Union (Tysons Corner, VA)
- …processing billing, maintaining rosters, compiling monthly reports, and administration of company programs including technology tools. + Interact with Agents, staff ... Hathaway PenFed Realty, LLC is a full-service real estate brokerage firm with over 60 offices and 1,700 world-class...recognized as one of the fastest growing real estate brokerage firms in the country. Our mission is to… more
- JPMorgan Chase (Chicago, IL)
- …capabilities, and skills** + 3 + years of financial services or brokerage experience + Strong business and investment acumen, and knowledge of investment ... + 1 or more years leading people in the brokerage industry preferred + Proven experience in a leadership...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …financial services in a team environment to associates or clients of the company by combining the traditional roles of the Financial Advisor, Service Associate and ... regarding services and products offered. * Establishes and manages client brokerage accounts while maintaining complete client information in accordance with… more
- CRC Insurance Services, Inc. (Alpharetta, GA)
- …subject matter expert. o Member of engineering team supporting CRC Specialty, CRC's brokerage business. o This is a hands-on development position, but also with ... through more intense experience, such as working in a technology development company 4. Strong business and financial acumen and effective communication skills 5.… more