- Nuveen Investments (Portland, OR)
- …The Wealth Advisor partners with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time and ... investment profile and cash availability. + Working in a team environment, grows book of business through identifying value-add products and services for clients and… more
- ADP (Florham Park, NJ)
- …In this role, you will serve as the single point of contact for a book of business of Group Health Insurance clients. You will own, manage, and service the ... - your #1 goal is to manage an assigned book of clients, serving as an insurance/employee benefits expert,...rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear… more
- LinkedIn (New York, NY)
- …**Responsibilities: ** + Develop and execute a strategic plan for your book of business, leveraging LinkedIn's various tools and processes for book ... for optimizations and additional investment + Drive customer engagement across your book , balancing operating at scale and creating more strategic partnerships among… more
- Synchrony (Tallahassee, FL)
- …metrics within their assigned territory. The Metro PDM owns a defined book of mid-to-large practices; prioritize accounts, set practice-level strategies, and select ... the surrounding area + Strategically plan, organize, prioritize and independently manage book of business to meet/exceed revenue and application goals + Proactively… more
- University of Iowa Community Credit Union (North Liberty, IA)
- …and membership. Along with being the primary point of contact for agency book rolls driving growth through service and retention.7. Gains knowledge to analyze and ... Seeks recommendations from existing GreenState client base to expand agency book of business.9. Proactively contacts Mortgagee's to review insurance coverages ahead… more
- ADP (El Paso, TX)
- …In this role, you will serve as the single point of contact for a book of business of Group Health Insurance clients. You will own, manage, and service the ... -- your #1 goal is to manage an assigned book of clients, serving as an insurance/employee benefits expert,...rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear… more
- Columbia Bank (Eugene, OR)
- …also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, ... a "hub" or "second floor" advisor for an existing book of business. This individual should have the skillset...mind. + Ability to develop and maintain rapport via phone , webinar, and in person. + Strong product knowledge… more
- Small Batch Standard (FL)
- …out, acting as a front-line representative of the SBS brand. Once you have them on the phone , your goal is to qualify (owners of $1M to $10M breweries) and book ... clear notes, context, and expectations for every meeting you book . You'll also protect AE time by only booking...and showed each month + 50-80 personalized touches/day (email, phone , text) when in Farm Mode + Under 5… more
- Envista Holdings Corporation (Atlanta, GA)
- …Description:** The Account Manager is responsible for managing and growing their assigned book of business with both product and service contract sales. The three ... renew customers in service contracts, sell products over the phone , and generate leads for the field sales team....such as Dynamics and SAP to effectively manage the book of business **Job Requirements:** **MINIMUM REQUIREMENTS** + Bachelor's… more
- The County of Los Angeles (Los Angeles, CA)
- …email address. Please add ###@dhs.lacounty.gov and ###@governmentjobs.com to your email address book and to the list of approved senders to prevent email ... order do not have to be disclosed. ADA COORDINATOR PHONE : ### CALIFORNIA RELAY SERVICES PHONE : ###...Please add ###@dhs.lacounty.gov and ###@governmentjobs.com to your email address book and to the list of approved senders to… more
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