- NBT Bank (Saratoga Springs, NY)
- …minimize coverage gaps when applicable. + 40% Process within the agency management system and/or carrier websites service and sales workload assigned following ... $22.35 - $31.28 Under limited supervision, performs customer service and sales by responding to telephone, written, and face-to-face communications from individual… more
- Lincoln Financial (Hartford, CT)
- …complex issue resolution and advise IT to ensure calculations in administrative systems appropriately align to insurance products. **What you'll be doing** What ... needed * Leads projects related to product development for applicable administrative systems * Quality checks policy information and calculations in these same… more
- Guardian Life (Bethlehem, PA)
- …be detail oriented and possess excellent time management skills + Must understand broker dealer systems for account opening, asset movements, and order entry ... the financial services industry in a service, operational, or sales support role + Experience with Pershing's NetX360, Wove...salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian,… more
- Acosta Group (Boise, ID)
- …for respective retailers/wholesalers + Align on strategy and plan with Region Broker Managers, Identify Opportunities and threats + Feed CM's w/ planning analytics ... insights and merchandising activation plans for each key initiative + Attend Customer Sales Calls with the Customer Manager Team where appropriate + Develop and… more
- Lincoln Financial (Bismarck, ND)
- …strategic initiatives, team process improvements/efficiencies, and investment reporting system enhancements and developments. You will build relationships and ... work closely with various business areas and key stakeholders to achieves operational, system and project objectives. If this sounds like a role for you, please read… more
- Broadridge Financial Solutions (New York, NY)
- …a variety of internal teams (ie: Product Management, Relationship Management, Sales , Infrastructure, Development, Executive Leadership etc.). This is a client-facing ... end users on a credit desk to an e-trading system . + Work with client integration and deployment teams...asset class, preferably fixed income. + Experience working with systems including Salesforce, Splunk, Bloomberg, JIRA, Power BI, Microsoft… more
- Lincoln Financial (Fort Wayne, IN)
- …more complex, multi-user-impacting issues that arise due to environmental changes, system updates, or configuration modifications. **What you'll be doing** * ... * Engaging and implementing operational enterprise initiatives, such as operating system upgrades, printer fleet analysis, training, etc. * Leading evidence… more
- Lincoln Financial (Fort Wayne, IN)
- …with Mgt, execution teams and IT partners to map out current system processes, review project documentation including architectural solution documents to ensure ... business continuity across project deliverables and across all system processes and applications internal to Life and Annuity Inforce Operations. **What you'll be… more
- Santander US (New York, NY)
- …Equity Principal Trading and Cash desks. + Owns the enablement of customer / sales enablement on the dealer to customer markets + Candidate will troubleshoot trade ... issues from report to completion. + Resource is expected to conduct broker /dealer onboarding by performing FIX testing/certification with counterparties as needed. +… more
- Medical Mutual of Ohio (Brooklyn, OH)
- …conduit to funnel important information through the company from a client, broker or a consultant perspective related to elevated, previously unresolved, complex ... Benefit Quote Requests; new business quotes/RFPs; account worksheets; certificate review; WebBen system creation and review; auditing ID cards, rates and system … more