- World Insurance Associates, LLC. (Barrington, IL)
- …as needed + Forward investment checks and enrollment/application forms to necessary broker + Administrative Tasks + Daily Downloads (Pershing, DST Fan Mail) + ... clients at the advisor's discretion + Maintain electronic filing system , clear folders at the COB each day +...& Benefits + 401(k) with Employer Match + Health Insurance (with HSA option) + Dental Insurance … more
- USG Insurance Services, Inc. (Canonsburg, PA)
- …and Houston Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. ... our excellence, being ranked as a 5-star MGA by Insurance Business of America for four consecutive years. Moreover,...expertly oversee and manage both our proprietary and third-party systems , ensuring our sales operations stay at the forefront… more
- TD Bank (Portland, ME)
- …encompassing banking, custom credit, asset management, securities, investment advisory and insurance ) through multiple legal entities (TD Bank NA, TD Private Client ... of the client-facing Distribution teams are both** **securities-registered** **and insurance -licensed. Additionally, the Trust Advisors support both personal and… more
- Cushman & Wakefield (Irvine, CA)
- …transaction support Customer support relationship management in partnership with Broker (s) Support timeliness of deliverables Pitch and Proposal Coordination- ... to create and e-blast marketing and manage, organize and respond at broker (s) direction Distribute marketing materials to investors and brokers during marketing… more
- CBRE (Bellevue, WA)
- …terms and conditions for the client's office portfolio. + Coordinate field broker selection and other required resources, subject matter authorities, and business ... Requests for Proposals (RFPs), proposal comparison packages, letters of intent, and broker 's opinions of value. + Coordinate the negotiation of sales through a… more
- CRC Insurance Services, Inc. (Lutherville, MD)
- …below. Specific activities may change from time to time. + Interact between client, broker , and carrier to ensure a smooth sales and service transition. + Gather all ... to implement. + Maintain and updates client benefit information in our internal systems . + Coordinate any client policy changes with other departments. + Resolve… more
- Travelers Insurance Company (St. Paul, MN)
- …with underwriting and service teams assigned to business units, with the broker /agent community, with Claim, with other Risk Control staff, and with clients. ... + Strong written communication skills. + Business Knowledge: + Understands insurance products, services, and risk selection practices. + Fully understands Risk… more
- CBRE (Palo Alto, CA)
- …interactions with the sales team. + Learn and support the adoption of other broker technology tools and systems . + Apply general knowledge of standard principles ... Prepare materials and take part in market meetings and broker debriefs. + Partner with Research and Marketing teams...This role will provide the following benefits: 401(K), Dental insurance , Health insurance , Life insurance ,… more
- Panasonic North America (De Soto, KS)
- …in classifications or misclassification + Provide content expertise related to IT system development including: + Develop changes and updates for the Intranet web ... improvements with software vendors + Discover issues in Panasonic's Trade Import system ; work with IT and other parties to incorporate needed changes resulting… more
- Indiana Farm Bureau Insurance (Indianapolis, IN)
- **Description** **Position Responsibilities:** + Evaluating and appraising life insurance applications. + Reviewing medical history, financials, and other ... when evaluating applications. + Experience using accelerated or automated underwriting systems and data-driven tools to enhance efficiency and accuracy. + Familiar… more