- The Cigna Group (Walnut Creek, CA)
- …clients and brokers . + * Attend geographically assigned local market client/ broker meetings. + * Accountable to keep account team and service leadership team ... and ability to manage a complex book engaging proactively with the client/ broker , solving unique service issues and inquiries, ensure potential problems are averted,… more
- CareFirst (Baltimore, MD)
- …Obtains Legal and Risk approvals prior to lease execution. _Strategic Partner / Broker / Landlord Relationships:_ + Identifies third-party brokers / strategic ... Transaction Management:_ + Supports site selection processes and coordination with local brokers and field leaders. + Maintains and interprets local Real Estate… more
- Zurich NA (Atlanta, GA)
- …as appropriate. + Develop and maintain relationships with distributors (agents & brokers ) in support of business retention and acquisition and works with customers ... and distributors (agents & brokers ) to determine their insurance related needs and provide...organization's appetite, balanced with sound business opportunity. + Make broker /customer and on-sight calls with a planned and well-prepared… more
- Zurich NA (Harrisburg, PA)
- …a high-level service to customers. In this role, you will partner with brokers and will utilize strong sales execution mindset to write profitable business. To ... the organization's appetite, balanced with sound business opportunity. + Make agent/ broker /customer and on-sight calls with a planned and well-prepared purpose. +… more
- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer ... and record keeping adheres to compliance standards + Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance +… more
- Bank of America (New York, NY)
- Treasury Sales Associate - Onboarding Specialist New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... wide range of complex global clients including asset managers, private capital firms, broker -dealers, and exchanges and plays a critical role in delivering a smooth… more
- TIAA (Frisco, TX)
- Enterprise Compliance Sr Associate Serve as a member of the TIAA Marketing & Communications Compliance ("MCC") team, providing advice and guidance regarding the ... MCC works closely with other departments, including but not limited to broker -dealer compliance, RIA compliance, product compliance, and legal. This individual will… more
- Independent Health (Buffalo, NY)
- …build relationships and be comfortable and confident in conducting meetings with brokers , high level executives and consultants. The Sales Executive will be ... required, healthcare industry preferred. + Travel required. Any Nova associate who uses a motor vehicle in the course...Build a strong professional relationship between Nova and the broker community to facilitate the acquisition of group business… more
- CNO Financial Group (Carmel, IN)
- …CNO's worksite division, Optavise, is seeking a Senior Account Management Associate to create long-term, trusting customer relationships with a portfolio of ... After the initial sale, and post implementation, the Senior Associate will act as the lead point of contact...years of experience working as a valued partner with brokers , human resource executives and high-level decision makers. +… more
- Robert Half Finance & Accounting (Boston, MA)
- Description A leading global private investment firm is seeking a Sr. Treasury Associate and/or Sr. Treasury Associate FX to join their organization at their ... will be expected to work in-office 3 days per week. Sr. Treasury Associate : Responsibilities may include: + Assisting in the development and implementation of… more