relationship management and initiating new sales. The Account Executive has primary responsibility for retaining the account..., acting as the de facto technical expert and broker-consultant. (In some instances, no Producer will be assigned, and the...
you to apply. Overview The Senior Salesforce Technical Lead reports to the Affinity Development Manager and will assume responsibility... technical design and implementation of Salesforce solutions across Financial Services Cloud, Salesforce Industries, Broker...
. This is not a project manager role. What you'll be doing What you'll be doing Provides specialized expertise to develop, create... to identify, develop and implement process improvements. Demonstrated strong relationship management skills with internal clients...
confidence by knowing the customer’s demands for quality and quantity in relationship to inventory and customer need. Ensure... locations are comply with all transportation guidelines. Work closely with the customer service manager and team to ensure...
. This is not a project manager role. What you'll be doing What you'll be doing Provides specialized expertise to develop, create... to identify, develop and implement process improvements. Demonstrated strong relationship management skills with internal clients...
and their assigned BeneTrac Implementation Manager and Benefit Analyst. Communicates status of prospects and new clients to Broker... in an assigned territory by introducing the BeneTrac system of electronic enrollment and benefit administration tools to broker...
, with your Community Manager. Be involved in local community volunteer leadership groups (VLGs) and Market Leadership Team (MLT) sponsored... on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio...
interaction with client and/or client's other vendor partners (e.g., broker, captive manager, auditor) Draft written reports... relationship managers Check their own and peers’ work for accuracy in the mechanics as well as the methodology Write detailed...
in a goals-based relationship, drive productivity by using best-in-class tools to deliver an exceptional client experience... will differentiate you in the marketplace as a true wealth manager and prepare you for a successful career as an FA. What do you need...
but saving them. Together. The Sr. Territory Manager is responsible for generating leads to meet or exceed individual sales... capabilities to conduct telephonic enrollments, assisted telephonic enrollments, broker support assistance, field CMS secret...
Major Market: Los Angeles Job Segment: Medicare, Medicaid, Relationship Manager, Medical, Healthcare, Customer Service... should be aligned to broker agents (Territory Reps can enroll as needed) in order to manage scalable and diverse territory sales...
, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further... as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1...
The Claims Concierge Specialist reports to the Claims Department Manager in the MWG-Administrators Division. The... process improvements and will communicate with the Claims Manager daily as well as possibly interacting with groups, claimants...
. Responsible for special underwriting projects and presentations. Reporting Relationship Manager or above Skills, Knowledge... agency and/or broker relationships with large producers within the assigned territory to reach positive and profitable...
existing and establishing new partnerships with financial institutions (wire houses, banks, broker-dealers) and making... relationship management Bachelor’s degree or HS Diploma with 5+ years’ experience in Insurance or Third Party/Brokerage business...
in a goals-based relationship, drive productivity by using best-in-class tools to deliver an exceptional client experience... will differentiate you in the marketplace as a true wealth manager and prepare you for a successful career as an FA. What do you need...
Underwriter and Portfolio Manager as part of the relationship management team for each client. Other Responsibilities: · The...About the Organization The - which includes , and (an SEC-registered broker-dealer, MSRB-registered, FINRA/SIPC...
overseers. Primary Responsibilities Develop and maintain a strong relationship with the California Bar program overseers... of a particular case Maintain frequent contact with the business line leader, underwriter, defense counsel, program manager...
, and insurers. This is a high-touch, relationship-driven position that requires both technical expertise and exceptional... is a privately held firm with offices throughout the US and Canada. As a leading insurance wholesaler and program manager, One80...
Relationship Manager, Benefit Analysts, etc.). The Strategic Account Executive is accountable for the competence, timeliness..., you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management...