- Aegon Asset Management (Denver, CO)
- …industry, required digital portal experience, agent/advisor technologies(ex: Life, Annuities, Brokerage , Insurance) + Deep expertise in .NET ecosystem (ASP.NET Core ... compliance frameworks (SOX, PCI DSS, GDPR) + Experience with Learning Management Systems (LMS) and multi-channel customer service platforms + Progressive Web App… more
- Anywhere Real Estate (Miami, FL)
- …sales associates and home buyers and sellers. Using innovative technology, sophisticated business systems and the broad appeal of a lifestyle brand, Better Homes and ... next move through our leading integrated services, which include franchise, brokerage , relocation, and title and settlement businesses, as well as mortgage… more
- First Horizon Bank (Memphis, TN)
- …including but not limited to: new/expanded products, services, initiatives, systems , and marketing. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Coordinate with ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- Scotiabank (Dallas, TX)
- …culture to deepen client relationships and leverage broader Bank relationships, systems , and knowledge. + Advise internal stakeholders, including the front office ... bank. + Direct experience with equity derivatives and synthetic prime brokerage services, including negotiation of Master Confirmation Agreements under the ISDA… more
- Acosta Group (Seattle, WA)
- …strategies. + **Cost and Revenue Optimization** : Maximize revenue through brokerage , commissions, bonuses, and contests while managing expenditures and maintaining ... capability and drive collective success. + **Technology Utilization** : Use internal systems and tools to support business planning and maintain proficiency in… more
- UPMC (Pittsburgh, PA)
- …tools. + Provides case management services including goal planning, service brokerage , advocacy, referral, and support. Participate in outreach/recruit for program. ... Experience in home visiting is preferred. + Knowledge of county social service systems . + Understand the FCC and County protocol for mandated reporters. Sensitivity… more
- HUB International (Encino, CA)
- …TO THE TABLE.** + 2+ years of related commercial insurance experience within a brokerage environment + Experience in the Entertainment field is a plus (not required) ... the organization + Computer proficient with MSOS, Outlook, agency management systems (Epic preferred) + Required "soft skills": efficient time management,… more
- Comerica (Costa Mesa, CA)
- …timely and courteous responses to clients. Organize client files and set up systems to assist Financial Consultant with regular follow up. Research and resolve ... years of experience in customer contact + 2 years of experience in investments/ brokerage industry and securities regulations + 2 years of experience in Microsoft… more
- USG Insurance Services, Inc. (Irvine, CA)
- …Canonsburg, PA, expertly oversee and manage both our proprietary and third-party systems , ensuring our sales operations stay at the forefront of technological ... markets for placement. + Build relationships with our in house rating and brokerage markets. + Assess new business submissions and negotiate terms, by selecting the… more
- Tucker Company Worldwide (Haddonfield, NJ)
- …and local community. Tucker Company is the oldest privately-held freight brokerage in North America, specializing in notoriously complicated freight, like ... experience working with senior leadership + Experience integrating CRM and ERP systems + Strong collaborative skills and experience working with sales and business… more