- MTA (New York, NY)
- …Chief, Financial Services and external working groups, including a large underwriting syndicate, multiple bond counsel firms, financial and swap advisory firms ... with certification and document requirements. + Supervise outside tax-advantaged leasing consultant and provide analysis related to negotiated termination as may be… more
- HUB International (Ventura, CA)
- …of clients. **Duties and Responsibilities:** + Serves as the HUB's primary consultant to the client on assigned accounts. The Producer has primary responsibility ... for retaining the account, acting as the de facto technical expert and broker- consultant . * Ensures Producers, when assigned, are fully informed about and prepared… more
- MetLife (St. Louis, MO)
- …to increase participation/revenue, in collaboration with Account Executive, and Underwriting . * Accountable for leading and coordinating customer and broker ... stewardship and renewals in partnership with Account Executive and Client Service Consultant . * Track the performance of the services provided, analyze results and… more
- HUB International (Downers Grove, IL)
- …with Producers, if assigned on accounts, serve as the HUB's primary consultant to the client. The Producer has primary responsibility for client relationship ... for retaining the account, acting as the de facto technical expert and broker- consultant . (In some instances no Producer will be assigned and the AE also… more
- MetLife (Atlanta, GA)
- …to increase participation/revenue, in collaboration with Account Executive, and Underwriting . * Accountable for leading and coordinating customer and broker ... stewardship and renewals in partnership with Account Executive and Client Service Consultant . * Track the performance of the services provided, analyze results and… more
- Covr Financial Technologies (Hartford, CT)
- …and a better consumer experience. We have streamlined the insurance application and underwriting process from days to minutes using AI technology. Covr has a dynamic ... Insurance Internal Wholesaler works in partnership with their VP, Regional Insurance Consultant to grow life insurance sales within their assigned territory. This is… more
- TD Bank (New York, NY)
- …enablement leadership position, aligned to VP-level Sales Enablement Lead and Product Training Consultant roles at peer banks. It is not a content only or ... their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight,… more
- The Hartford (NV)
- Sales Consultant Inside Sales - SO09AN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... tailored to each business owner's needs. + Partner with the Inside Sales Underwriting team on complex risks to write profitable business. WORK SCHEDULE This role… more
- City National Bank (Los Angeles, CA)
- …exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic ... policies and procedures. * General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate… more
- TD Bank (Coral Gables, FL)
- …Manages specific credit activities to ensure performance quality, consistency of underwriting and timeliness meets or exceeds Customer expectations; May manage ... develop and introduce commercial and credit-related initiatives + Acts as a consultant to business lines regarding credit issues, processes and procedures +… more