- AON (San Francisco, CA)
- …writing. + Develop verbal presentation skills. How this opportunity is different As an Associate Broker , you will be supporting a team of brokers to strategize ... + Develop verbal presentation skills. How this opportunity is different As an Associate Broker , you will be supporting a team of brokers to strategize and solve… more
- Stanford Health Care (Palo Alto, CA)
- …a Stanford Health Care job.** **A Brief Overview** The Enterprise Research Data Broker (ERDB) plays a critical role in supporting vital medical research at Stanford ... Medicine. They act as expert intermediaries, bridging the gap between researchers and the vast health system data landscape. ERDBs possess a unique blend of technical expertise, analytical prowess, and communication skills, enabling them to effectively:… more
- Atria Wealth Solutions (San Jose, CA)
- …relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to ... Team! We are a looking for a Financial Advisor Associate (FAA) to provide retirement and investment services for...client progress toward client's goals, and serving as the broker of record for select member client accounts. This… more
- Zurich NA (San Francisco, CA)
- Underwriting Account Service Associate - Life Science 119087 Zurich North America is hiring an Underwriting Account Service Associate to join our Life Science ... team. As an Underwriting Account Service Associate , you will support and work closely with experienced Underwriters in the review and analysis of risks. Exceptional… more
- WTW (San Francisco, CA)
- **Description** The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance ... within our Technology, Media & Telecom Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client engagement in… more
- Kestra Financial (Palo Alto, CA)
- …finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and ... in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited… more
- JPMorgan Chase (Mountain View, CA)
- …investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the opportunity to provide ... and services are offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC. Annuities are made… more
- The Clorox Company (Oakland, CA)
- …**Your role at Clorox:** This Associate Director, Risk Management will manage ... coverage under issued policies conforms with negotiated terms and broker specifications; providing ongoing maintenance of policy amendments, endorsements and… more
- JPMorgan Chase (San Francisco, CA)
- …& Information Science (or equivalent experience) + Name recognition of bulge bracket broker research firms and major US corporations. + Willingness to master new ... databases and remain up to date with Factset, Refinitiv, S&P/CapIQ, Factiva, Lexis, IHS, MergerMarket, Bloomberg, Dealogic & Boardview. + Ability to work in a fast-paced, deadline driven environment, prioritizing multiple projects JPMorganChase, one of the… more
- Zurich NA (San Francisco, CA)
- …and regulations and rating manual rules + Developing and maintaining agency and broker relationships + Working within broad limits and authorities on highly complex ... Claims or Underwriting Support areaOR + Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or… more
- Zurich NA (San Francisco, CA)
- …regulations and rating manual rules + Developing and maintaining agency and broker relationships + Working within broad limits and authorities on complex assignments ... Claims or Underwriting Support areaOR + Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or… more
- T. Rowe Price (San Francisco, CA)
- …development of strategic relationships with the Centers of Influence (COI) at our largest broker dealer clients to execute on account plans and firm goals. In this ... client relationship management for large, highly complex accounts with our top Broker Dealer clients (Morgan Stanley Wealth Management, LPL, Raymond James, UBS, and… more
- AON (San Francisco, CA)
- …succeed. What the day will look like: Assist the Account Executives and Associate Account Executives on assigned accounts, managing key processes that serve clients ... monitors the renewal process. At the direction of the Broker , drafts quote comparisons and follow up for binders,...day will look like: Assist the Account Executives and Associate Account Executives on assigned accounts, managing key processes… more
- Zurich NA (San Francisco, CA)
- …the area's financial growth targets by keeping Zurich front of mind with the broker community. You will market and communicate the long- term development of new ... experience + Strong project and process management skills + Strong understanding of Broker needs, value chains, and business drivers + Experience working with an… more
- Zurich NA (San Francisco, CA)
- …with the organization's appetite, balanced with sound business opportunity. + Make broker /customer and on-sight calls with a planned and well-prepared purpose. + ... Support areaOR + Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience...Facing area.OR + Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience… more
- Zurich NA (San Francisco, CA)
- …and regulations and rating manual rules + Developing and maintaining agency and broker relationships in the West Region + Working within broad limits and authorities ... Support areaOR + Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience...Facing areaOR + Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience… more
- Valent BioSciences (San Ramon, CA)
- …and business units. Serve as primary liaison to the company's insurance broker and carrier and between the company's business units for insurance claims. ... special projects and initiatives. Educational / Experience: + BA/BS required or associate degree with related work experience + Certified Risk Manager designation or… more