- Citigroup (Miami, FL)
- …issues escalated + Review and approval of designated bank-channel and broker -dealer investments + Manage surveillance alerts within stated policy guidelines + ... Interface, consult with and escalate to Senior Management and partners including, but not limited to,...Series 9/10 also preferred + Knowledge of Bank and Broker -Dealer businesses, regulatory requirements and related policy + Knowledge… more
- CalSTRS (Sacramento, CA)
- …written and verbal communications skills + Experience working with Executives or Senior Leadership + Experience collecting, tracking and reporting data + Strong ... Branch, you will be required to disclose your personal broker account information and be required to utilize a...account information and be required to utilize a personal broker from a designated list as provided by CalSTRS.… more
- WTW (Chicago, IL)
- …business and risk management needs through deep industry-specific expertise. The role of a broker is to help our clients mitigate their total cost of risk. The ... to assess, model, and structure risk. Once modeled, the broker personally escorts the clients' risk into the market...binders for accuracy, check policies, and aide's brokers & senior brokers + With the support of more experienced… more
- Commonwealth Care Alliance (Boston, MA)
- …Center, such as Member Services, Provider Services, Outreach Specialists, Research Specialists, Broker Team, and the off-phone team. This encompasses all states and ... + Independently present onboarding training to Member Services, Provider Services, Broker Team, Outreach Specialists, Research Specialists, and the off-phone team. +… more
- MTA (New York, NY)
- …+ Responsible for the overall management of a staff of two: a senior analyst and a consultant. Select, develop, and motivate personnel within the department. ... departments to identify and develop responsive, cost-effective agency insurance programs. + Broker License required. Maintain Broker License to keep abreast with… more
- Access Dubuque (Dubuque, IA)
- …clients with safety, claims, and compliance challenges. As the leading insurance broker in the transportation industry, we provide better solutions, better advice, ... . + **Trucking Captives** . We are the exclusive broker for 7 trucking captives, including the two largest...Executive - Employee Benefits Cottingham & Butler/ SISCO Tax Senior Associate Eide Bailly **Share this Job** Cottingham &… more
- JPMorgan Chase (Columbus, OH)
- …operating model for investment activity risk-decisioning and secure buy-in from senior leadership. + Collaborate with internal technology, operations, legal, risk, ... analysis, and develop actionable recommendations. + Specific knowledge of core broker -dealer systems, operation of common broker -dealer products, applicable… more
- Excellus BlueCross BlueShield (Rochester, NY)
- …to ensure account satisfaction. * Conducts open enrollment meetings with broker partners and group representatives to review existing benefits and educate/update ... and enrollment procedures. * Conducts regularly scheduled meetings (monthly/quarterly) with broker partners for training and informational purposes. * Expedites the… more
- Highmark Health (Philadelphia, PA)
- …is on the acquisition, retention and profitability of local accounts, broker relationships and exploring new distribution channels. **ESSENTIAL RESPONSIBILITIES** + ... + Assisting with and being a thought partner on the Individual, Small Group, Senior and Medicaid P&Ls + Establishing relationships with the Top 3 health system CEOs… more
- Robert Half Finance & Accounting (Willis, TX)
- …practices. Licenses and Certifications: Apply expertise as a US Licensed Customs Broker or Certified Customs Specialist (CCS) to oversee and optimize customs ... analyze, and present customs and trade compliance reports to senior management, ensuring clear communication and actionable insights. Cross-Level Collaboration:… more