- WTW (Hartford, CT)
- …Accurately Enter Data From A Bond Request Into The Bond + Issuing System . + Process Renewals, Cancellations/Closures, And Riders + Assist With Resolution Of ... Accounts Is A Plus. + Experience Working With Surety, Including In An Insurance Brokerage Environment + A Plus. + Experience Working With Epic And Sure Path A… more
- BMO Financial Group (Stockton, CA)
- …and regulatory requirements, and Bank policies. + Excellent understanding of brokerage and insurance products. + Excellent knowledge of business services, including ... position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements… more
- Wells Fargo (Ponte Vedra Beach, FL)
- …to qualify for immediate FINRA registration **Desired Qualifications:** + Full-service brokerage experience + Financial advisement or planning experience + Client ... + Knowledge and understanding of Salesforce, Smart Station or contact management system + Financial services sales experience + High level of initiative and… more
- Iron Mountain (Boston, MA)
- …with Talent Management CoE, Talent Acquisition, and other HRBPs in "talent brokerage " to match business/ talent needs with individuals' development goals. Engages in ... **Language skills:** In addition to English, Spanish and/or French is desirable. ** System and tools** - Knowledge of Workday, Servicenow is preferred. Strong acumen… more
- Acosta Group (Springfield, MA)
- …the lowest possible cost while maximizing company revenue through brokerage , commissions, bonuses, and contest earnings. + **Strategic Communication:** Communicate ... Ensure all client procedures and policies are followed, achieve client proprietary system expertise to manage promotional plans and fund balances, and monitor and… more
- First Horizon Bank (Birmingham, AL)
- …complete and accurate **Key Responsibilities Include** + Enter data into a front-end system to determine and create contractual documents based on the type of ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- HUB International (Tallahassee, FL)
- …+ Schedule all Open Enrollment Meetings and Webinars. + Update Online Enrollment system for Open Enrollment. + Train employers on how to use online portal. ... all information and meeting notations on accounts accurate and up to date in Brokerage Builder. + Communicate to our clients "Our Value Added Service". + Other… more
- HUB International (Atlanta, GA)
- …leave management solutions, and business operations. As an extension of a brokerage 's consulting and service teams, we support marketing, sold case implementation, ... all marketing opportunities in the organization's Customer Relationship Management system (CRM) to ensure seamless integration with cross-functional teams. +… more
- HUB International (Rockville, MD)
- …Join HUB International!** At HUB International, we're more than just an insurance brokerage firm - we're a thriving community of entrepreneurs driven by purpose and ... + Previous experience in insurance sales. + Experience using Agency Management System software is a plus. + Ability to identify potential clients and… more
- Citigroup (Washington, DC)
- …with new clients with the goal of bringing in new bank and brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management ... to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry… more