- Covr Financial Technologies (Hartford, CT)
- …of financial advisors. Advisors are from various types of firms; including broker -dealers, banks, advisory firms and other financial institutions. Expected to be ... highly driven, courteous, responsive, and professional in helping advisors with identifying opportunities for life, long-term care, and disability insurance. Provide virtual point-of-sales assistance. Be well versed in core sales concepts, underwriting,… more
- CenterWell (Savannah, GA)
- …to encourage others in collaborative problem solving. Acting as both a broker and consultant regarding resources, you engage others in problem solving without ... taking over. + Accountable: You meet clearly stated expectations and take responsibility for achieving results. + Clinical Knowledge: You understand clinical program design, implementation, management/monitoring to support choice in consumer medical care.… more
- Wells Fargo (Des Moines, IA)
- …pre-clearing outside activities, transferring brokerage accounts to a designated broker , trade pre-clearance, minimum holding period, monitoring of trading activity, ... etc. Affected employees will be expected to provide information to the Personal Account Dealing Team and abide by applicable policy requirements. \#CommercialBanking **Posting End Date:** 2 Oct 2025 **_*Job posting may come down early due to volume of… more
- Zurich NA (Gold River, CA)
- …collaboratively with assigned underwriters. + Supports Underwriter with broker /agent/distributor/customer interactions by providing basic customer service skills. ... Basic Qualifications: + Bachelor's degree and no prior experience in the Administrative, Customer Service, Financial Services, Risk Management, or Insurance areaOR + Zurich Certified Insurance Apprentice, including Associate Degree and no prior experience in… more
- Elevance Health (Norfolk, VA)
- …ad hoc, mid-year, and annual utilization and benefit reporting to the broker and client. + Coordinates open enrollment meetings, renewal process and training ... sessions. + Participates in efforts to support standardization across accounts and works in multi-disciplinary teams to design and implement product and operational enhancements. + Provides guidance or expertise to less experienced account service managers. +… more
- JPMorgan Chase (Mineola, NY)
- …and services are offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC. Annuities are made ... available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, NA are affiliated companies under the common control of JPMorgan Chase &… more
- Zurich NA (Atlanta, GA)
- …claims insights, assist with product development, and engage in customer and broker meetings. **Basic Qualifications:** + Juris Doctor with 5+ years of claims ... experienceOR + Bachelor's Degree with 6+ years of claims experienceOR + High School Diploma or Equivalent with 8+ years of claims experienceAND + Strong customer service skills. + Proficiency in Microsoft Office. + Experience collaborating across teams. +… more
- Huntington National Bank (Columbus, OH)
- …duties as assigned Basic Qualifications: + Bachelor's Degree + 2-5 years of Broker Dealer trade allocations experience or comparable experience + FINRA Series 7 ... Preferred Qualifications: + Collaborate with team members to ensure accurate and timely securities trade processing + Resolve operational or trading issues by coordinating with other departments and external parties + Complete in-depth investigations into all… more
- Travelers Insurance Company (Seattle, WA)
- …non-disclosure provisions. + Support underwriting marketing efforts, including participation in broker and account visits and risk mitigation seminars and authoring ... customer-focused white papers and articles. + Monitor marketplace conditions, conduct research, and draft reference materials to inform claim and underwriting colleagues on law impacting Travelers' underwriting and claim decisions. + Obtain and maintain… more
- TEKsystems (Cleveland, OH)
- …management of the following system components: DICOM Application Server (DAS), HL7 broker , DICOM Print Server (DPS), Enterprise Archive (EA), etc. Develops reports ... from supported systems for the purposes of external billing, technical risk mitigation and responsible consumption of system resources by customers. Monitors system resource utilization and takes action to remedy irresponsible consumption of system resources… more