- CRC Insurance Services, Inc. (Dallas, TX)
- …Monitor accounts to ensure compliance with the firm's policies and procedures. 6. Assist broker to meet or exceed production goals as assigned by CRC. 7. Maintain ... current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education. 8. Maintain necessary licenses to produce business. **QUALIFICATIONS** **Required… more
- Paychex (Irving, TX)
- …us to pursue your passion and unleash your potential. Overview Retirement Inside Sales Representatives are responsible for prospecting clients remotely and managing ... the entire sales cycle from within a designated Paychex Inside Sales Hub. They engage with customers via phone,...interactions. + Scheduling appointments with referral sources, specifically the broker channel to secure referrals to end users. +… more
- Zurich NA (Dallas, TX)
- …+ Meet defined mix-shift objectives. + Support cross-sell initiatives inside /outside of SBU. + Talent management. + Achieve quality/compliance objectives. ... more years of relevant Underwriting or Market Facing or Broker or Carrier or Risk Management experience within the...more years of relevant Underwriting or Market Facing or Broker or Carrier or Risk Management experience within the… more