- The Cigna Group (Baltimore, MD)
- …of related sales experience. **Responsibilities** + Obtain new accounts through direct or brokerage channels for sales. + Meet or exceed annual business plan as ... 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
- Robert Half Finance & Accounting (Cleveland, OH)
- …account reconciliations and post transactions to the general ledger. * Reconcile brokerage accounts and record entries in the general ledger. * Generate financial ... distributions, and posting schedules. * Maintain an effective calendar and reminder system to ensure timely completion of recurring tasks. * Organize and preserve… more
- Citigroup (Arlington Heights, IL)
- …relationships with new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing clients in PWM and Retail bank ... 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
- Bank of America (Salisbury, MD)
- …for clients in a fast-paced environment. The role is a bridge between banking and brokerage , therefore the FSA Stage I must have a general awareness of core banking ... engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act… more
- CRC Insurance Services, Inc. (Franklin, TN)
- …from time to time. 1. Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues. 2. Interact regularly ... flow of information from agents and underwriters. 11. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports,… more
- First Horizon Bank (New Orleans, LA)
- …and verbal discussions + Objective opinion on the adequacy and effectiveness of the system of control + Efficiency of performance of the activities being reviewed + ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- KeyBank (Seattle, WA)
- …data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system , and personal meetings. Captures the client's goals in a financial ... Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of… more
- OEC Group (Greenwood Village, CO)
- …services within a freight forwarder required. + Previous experience using the ERP system , CargoWise One, is preferred. + Ability to work independently and with ... Air Import/Export, Distribution & Warehousing, Trucking, Cargo Insurance, and Customs Brokerage . + Meet monthly revenue quotas given by Sales management (based… more
- Vertafore (CA)
- …designated territory. * Increase the number of Vertafore customers by selling to non-Vertafore Brokerage . * Use the Vertafore Value Selling System . * Serve as ... the lead point of contact for all customer account management matters. * Build and maintain strong, long-lasting client relationships. * Help your clients evaluate new products and services through a consultative selling process. * Develop trusted advisor… more
- OEC Group (Cerritos, CA)
- …and/or air services is preferred. + Previous experience using the ERP system , CargoWise One, is preferred. + Entrepreneurial spirit; team player; problem solver. ... Air Import/Export, Distribution & Warehousing, Trucking, Cargo Insurance, and Customs Brokerage . + Meet monthly revenue quotas given by Sales management (based… more