- CRC Insurance Services, Inc. (Columbus, OH)
- …add-on risks, assuring timely and quality underwriting. + Assists in the processing of broker of record change letters and licensing for agents to assure new agents ... are properly appointed with each carrier. + Answers necessary Broker questions. + Working on projects as assigned. **REQUIRED...division, this job may also be eligible for restricted stock units, and/or a deferred compensation plan. As you… more
- PNC (Pittsburgh, PA)
- …in Pittsburgh, PA. The candidate must have Foreign Exchange experience or Securities Broker Dealer experience . The position will require the ability to create ... * Experience working with FX Trading (Forwards, NDFs, Swaps, Options) or Broker Dealer Trading, Trade Capture, Accounting, and Settlements. * Broad knowledge and… more
- CRC Insurance Services, Inc. (Birmingham, AL)
- …or Team Leaders regarding all policies and/or key accounts. Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents ... renewal business to achieve production/market criteria as defined by Broker with little or no supervision. 2. Negotiate terms...division, this job may also be eligible for restricted stock units, and/or a deferred compensation plan. As you… more
- Charles Schwab (Indianapolis, IN)
- …+ Bachelor's Degree is a plus (but not required). + Experience with a securities broker -dealer is a plus (but not required). + Familiarity with bank and broker ... the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering,...in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and… more
- Elevance Health (Denver, CO)
- …with brokers, consultants, and key decision makers. + Develops business plans to address broker and client needs. + Conducts broker and/or agency education on ... such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility… more
- Charles Schwab (Lone Tree, CO)
- …alerts include Visa debit card transactions for both the Bank and Broker Dealer products. **Responsibilities** The Senior Specialist is responsible for reviewing ... Detailed knowledge of Schwab systems related to both the Broker Dealer and the Schwab Bank sides of the...the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering,… more
- Charles Schwab (Lone Tree, CO)
- …audited financial statements for applicable subsidiary entities, including Schwab's broker -dealer, bank, and international subsidiaries. The SEC Reporting group ... GAAP, financial reporting principles, and SEC regulatory requirements. + Relevant broker /dealer, banking, or other financial services accounting experience a plus. +… more
- AON (Chicago, IL)
- …are outside of, or in excess of, surety line of credit or broker authority. Upon policy placement, build policy summaries, calculate premium allocations, transmit ... limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion;… more
- AON (Chicago, IL)
- …of bonds that are outside of, or in excess of, surety line of credit or broker authority. A few of the tasks that we'll complete together: + Prepare surety bonds, ... a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at...or in excess of, surety line of credit or broker authority. A few of the tasks that we'll… more
- Charles Schwab (Westlake, TX)
- …planning across the corporation and its subsidiaries, including our bank and broker -dealers. We monitor and ensure adherence to regulatory ratios including the ... of finance and accounting, particularly in the bank and broker -dealer space; + Good SQL and Excel Skills; +...the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering,… more