- Elevance Health (Grand Prairie, TX)
- ** Broker Relations Representative II** **Location:** This position will work in a hybrid model (remote and office). The ideal candidate will live within 50 miles of ... Health Pulse Point locations. **Compensation: Base Salary + Sales Incentive** The ** Broker Relations Rep II** is responsible for planning, directing, and controlling… more
- CRC Insurance Services, Inc. (Dallas, TX)
- …shift (United States of America) **Please review the following job description:** Supports Broker with all job functions to learn the industry, business and job ... responsibilities necessary for future growth as a Broker . Markets, identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing… more
- USG Insurance Services, Inc. (Arlington, TX)
- Associate Producer/ Broker Hours : 8:30-5:00 Local Time Location : Remote or hybrid, depending on your area Compensation : Based on Experience Offices : At USG, we ... We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent...your success. The Role Itself This position is a Producer/ Broker in development and will work as a member… more
- USG Insurance Services, Inc. (Dallas, TX)
- Producer/ Broker Hours : 8:30-5:00 Local Time Location : Remote or hybrid, depending on your area Compensation : Based on Experience Offices : At USG, we empower our ... We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent...essential job duty. + 3 years of either wholesale broker /MGA or carrier experience, excess & surplus lines preferred… more
- Charles Schwab (Westlake, TX)
- …as a Senior Manager to conduct risk-based compliance testing within our Broker -Dealer and Investment Adviser programs. Though this is an Individual Contributor ... of experience within financial services with a general understanding of broker -dealer, financial holding company, bank, and investment advisory businesses, as well… more
- US Bank (Irving, TX)
- …years of applicable experience - Experience and understanding of retail broker -dealer risks, products, operations and regulatory requirements - Experience and ... understanding of audit methodology and project management - Considerable knowledge of applicable laws, regulations, financial services, and regulatory trends that impact their assigned line of business - Considerable understanding of the business line's… more
- CRC Insurance Services, Inc. (Fort Worth, 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
- CRC Insurance Services, Inc. (Dallas, TX)
- …**Please review the following job description:** Serves as a partner to Broker providing superior support regarding all policies and key accounts. Provides high ... quality service to agents and companies. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may… more
- Truist (Dallas, TX)
- …geographic areas nationwide. Maximize loan production volume from existing dealer and broker clients with focus on Bank's guidelines for quality, profitability and ... growth. Identify and recruit qualified prospective new dealer and broker clients. This position is fully remote and required...on potential and existing Marine and RV dealer and broker clients to develop and grow productivity and profitability… more
- Carrington (Plano, TX)
- **Come join our amazing team!** Responsible for developing and maintaining broker /seller relationships to sell wholesale and correspondent mortgage loan products. ... mortgage brokers and sellers. + Establishes and continues the broker /seller relationship and ensure a steady flow of loan...loan lock procedures. + Acts as liaison with outside broker , and internal broker coordinator, processor, processing,… more
- The Cigna Group (Plano, TX)
- …the manager. Accountable to proactively manage, respond and address client and broker inquiries through service plans to facilitate results attainment for the client ... managing business relationships, delivery of moderately complex client and broker requests, using independent judgment and discretion, proactive service support… more
- HUB International (Argyle, TX)
- **About Us:** HUB International is a top 5 global insurance broker providing a broad array of property, casualty, risk management, life and health, employee ... required. + Review and process change requests in the broker management system + Prepare policies for policy check...related continuing education training and courses. + Follow HUB Broker Standards **Key Competencies:** + To perform the job… more
- HUB International (Fort Worth, TX)
- …+ Appropriately documents transactions with clients and carrier representatives, and updates broker management systems as required. Ensures the accuracy of data in ... Suite (Word, Excel, Outlook). + Ability to utilize and be proficient in broker management systems. + Strong organizational and time management skills. This is a… more
- CRC Insurance Services, Inc. (Dallas, TX)
- …or Team Leaders regarding all policies and/or key accounts. Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents ... business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision. 2. Negotiate terms with the underwriters,… more
- Zurich NA (Dallas, TX)
- …portfolio management actions relative to Plan + Managing regional wholesale broker relationships, managing underwriter referrals, and maintaining a small production ... the needs of the team and to cultivate key broker relationships within the specified regions (25%). Basic Qualifications:...expertise in E&S excess and primary casualty + Wholesale broker relationships across the Western Zone + CPCU +… more
- KPMG (Dallas, TX)
- …+ Bachelor's degree from an accredited college/university + Licensed CBL (Customs Broker License) issued by US Customs and Border Protection, CUSICO (Certified US ... Officer), Certified Customs Specialist (CCS) certification issued by the National Customs Broker and Forwarders Association of America, CPA, MBA, EA or JD/LLM, in… more
- Vylla Home (Plano, TX)
- …marketing and customer relationship management tools to 24/7 training, face-to-face broker support, qualified leads and referrals and much more. Vylla's national ... roof! We offer our agents: + Up to 100% Broker Split - keep your commission and set your...marketing support, social media training and more + Face-to-face broker support and coaching - true mentorship + Dedicated… more
- FM Global (Frisco, TX)
- …to provide excellent and responsive services that add value to our broker and customer relationships. The Production Underwriter works closely with Account Engineers ... and its future potential. This includes a thorough analysis of the broker submission, desired pricing, terms and conditions, financial condition, adequacy of… more
- US Bank (Irving, TX)
- …in the following areas: * Wealth Management laws and regulations (eg, Broker Dealer, Trust Services, Wealth Management, Securities and Exchange Commission (SEC) ... Operations, Private Banking) * Capital Market laws and regulations (eg, Broker Dealer, Trust Services, Wealth Management, SEC Regulations, FINRA Regulations, 12CFR9… more
- Safran (Grand Prairie, TX)
- …into the US as a refugee or granted asylum; * License Customs Broker , Preferred * Proficient in Microsoft Office Products (Excel, Word, PowerPoint, Teams) and ... Classification o Country of Origin Determination o Custom's Valuation o Broker Management o Post Summary Corrections o Automated Commercial Environment Knowledge,… more