- HUB International (Des Plaines, IL)
- …autonomy, and decision-making. + Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations ... partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. + Responsible...Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's… more
- Morgan Stanley (Deerfield, IL)
- …concerning client accounts, including relaying stock positions, and providing account balances (eg, funds due and margin debit) * Enter profile information ... or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team * Educating… more