- BMO Financial Group (New York, NY)
- …and Retail clients. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or ... and develop new client relationships. + Manages a client book and is accountable for the risk, profit &...the risk, profit & loss and limits for the book . + Builds positive client relations at all levels… more
- UPMC (Pittsburgh, PA)
- …requests for all market segments for accuracy and appropriateness develop and deliver sales strategy. + Increase the overall ranking of assigned brokerage houses. ... number of quote requests, sold and close %, disenrollment, book profitability, and issue log. + Sell and maintain... profitability, and issue log. + Sell and maintain book of business in all direct designated territories. +… more
- Vanguard (Charlotte, NC)
- …in the world. As a trusted partner, you will be expected to deliver a reliable experience by taking ownership and delivering consistently with excellence, build ... solutions through education and guidance. Support strategy planning for a book of business. Model growth opportunities, contribute to business planning activities,… more
- ICW Group (IL)
- …years, and its change agents like yourself that will help us continue to deliver our mission to create the best insurance experience possible. Headquartered in San ... objectives are met, through the generation and maintenance of a profitable book of business. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Drives and manages a… more
- World Insurance Associates, LLC. (Phoenix, AZ)
- …activities and act autonomously on most decisions without guidance or direction AND deliver renewal messaging for most clients within book of business. Primary ... Responsibilities + Manage client service on assigned book of clients, including onboarding new clients and maintaining...+ In addition to leading client service for assigned book , this individual will lead a small team of… more
- ICW Group (NY)
- …years, and its change agents like yourself that will help us continue to deliver our mission to create the best insurance experience possible. Headquartered in San ... met, through the generation and maintenance of a profitable book of business in accordance with Company goals and...AND RESPONSIBILITIES** Drives and manages a profitable and growing book of business. + Sells, services and maintains a… more
- Indiana Farm Bureau Insurance (South Bend, IN)
- …impact in your community? This is a rare opportunity to take over and grow a book of business backed by a company dedicated solely to serving the state of Indiana. ... Develop and implement innovative growth strategies to expand your book of business and revenue streams. + Build long-lasting...by a company that focuses exclusively on Indiana to deliver tailored solutions. + Promote the agency through community… more
- Huntington National Bank (Toledo, OH)
- …judgment and act independently to provide account management to a high volume book or complex or specialized accounts. Prioritize effectively and respond in optimal ... Serve as the primary point of contact for assigned book of clients, ensuring high-quality service and timely resolution...with client needs and agency standards. + Prepare and deliver proposals, and policy documents within established timelines. +… more
- Insight Global (Chicago, IL)
- …and analysis, highlights, and related financial pages * Compile monthly financial book for distribution to senior management and the Board and prepare PowerPoint ... data and trends for assigned business areas; maintain and deliver revenue forecast and budget analysis * Meet regularly...in reviewing each area's budget * Prepare internal budget book for distribution to senior management and the board… more
- JPMorgan Chase (New York, NY)
- …activities are collectively referred to as Interest Rate Risk in the Banking Book or IRRBB. The Firm's Corporate Treasury function and the Chief Investment Office ... referred to as Interest Rate Risk in the Banking Book or IRRBB). This function also provides Risk Management...risk (IRR) exposures for assigned lines of business and deliver insights on Net Interest Income (NII) at risk,… more
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