- Acosta Group (Jacksonville, FL)
- …correct financial accruals, and reporting. + Collaborate with vendor partners, brokers , HR Operations, corporate communications, and HR Business Partners to ensure ... seamless onboarding of benefit programs/plans, benefit deductions, integrations, policies or programs. + Lead and implement benefit communication plans, prepare/maintain Summary Plan Descriptions (SPDs) and other plan documents. + Ensure compliance with ERISA,… more
- World Insurance Associates, LLC. (Syosset, NY)
- …from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the US with over 2,200 employees in over 260 offices across North ... America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities… more
- World Insurance Associates, LLC. (Tinton Falls, NJ)
- …from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the US with over 2,200 employees in over 260 offices across North ... America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities… more
- Sysco (Harahan, LA)
- …Reporting, Face-time with Customer to identify customer desires/goals, work with specialists/ brokers for product ideation + Leverage Contracts and Bid Coordinators ... to manage activities. + Utilize the Customer Relationship Management (CRM) tool for account management, opportunity tracking, task management, logging and maintaining key customer data: contact information, prospective customer, wins, promotions, future… more
- JPMorgan Chase (Los Angeles, CA)
- …to, financial planning, goals-based investing, financial advisory at a broker -dealer, RIA and/or a private bank, affluent/high-net-worth solutions, and retirement ... strategies + Bachelor's degree and Certified Financial Planner (CFP) or Wealth Management Certified Professional (WMCP) designation (or equivalent) required + Ability & experience in understanding clients' financial situations and personal circumstances;… more
- CVS Health (Washington, DC)
- …in the accounting system + Follow systems of checks and balances + Allocate Broker commissions for payment + Answer internal / external customer calls + Update ... customer related information in accounting system + Identify and resolve problems in timely manner + Follow up on delinquent accounts and be accountable for open items + Collect and post claim payments against monthly invoices in accounting system + Enter and… more
- South County Hospital (Wakefield, RI)
- …the primary liaison for certain Risk Management functions, including the hospital broker on matters related to insurance products, the Emergency Care Research ... Institute (ECRI) Patient Safety Organization (PSO), and various internal committees. Reports to: Director of Risk Management Direct reports: None Minimum Qualifications Bachelor's Degree. Minimum three-year work experience in healthcare, legal and/or insurance… more
- HUB International (Austin, TX)
- **About Us:** HUB is a global insurance and employee benefits broker , providing a broad array of property, casualty, risk management, life and health, employee ... benefits, investment and wealth management products and services. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Maintains product knowledge to assist with issues concerning various broker -dealer trades and investment products. + Collaborates with cross-functional teams, ... including portfolio managers, operations, and compliance, to execute fee-related tasks and projects. + Ensures adherence to both business continuity and quality assurance standards in all fee-related processes. + Review customer account data for accuracy,… more
- TEKsystems (Moorpark, CA)
- …junior underwriting or junior processing position on the TPO (third-party originator) broker side, focused on income and asset validation. The main responsibilities ... include using the company's guidelines, training, and tools to analyze data and ensure compliance. The ideal candidate should have the ability to learn, be organized, utilize resources, and take good notes. Prior experience as a processor or in junior… more