- AON (San Francisco, CA)
- …receive guidance on newly introduced assignments. How this opportunity is different As an Associate Broker , you will be supporting a team of brokers to ... guidance on newly introduced assignments. How this opportunity is different As an Associate Broker , you will be supporting a team of brokers to strategize and… more
- CRC Insurance Services, Inc. (San Francisco, CA)
- …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
- AON (San Francisco, CA)
- Aon is looking for a Large Property Broker Leader As part of an industry-leading team, you will help empower results for our clients by delivering innovative and ... property team, as well as serve as a Senior Broker handling a book of business, reporting into the...proposal presentation. + Work in conjunction with Brokers and Associate Brokers and assist in problem solving on difficult… more
- The Clorox Company (Pleasanton, CA)
- …developing, and motivating Foodservice zone sales managers, senior sales analyst, broker partners, corporate chef, contractors, and other key stakeholders. Lead team ... and motivating Foodservice Zone Sales Managers (ZSMs), senior sales analyst, broker partners, corporate chef, contractors, and other key stakeholders. + Be… more
- KPMG (San Francisco, CA)
- **Business Title:** Associate or Senior Associate , Global Trade Technology - SAP **Requisition Number:** 112695 - 11 **Function:** Tax Services **Area of ... for as a firm KPMG is currently seeking an Associate or Senior Associate to join our...Customs Specialist (CCS) certification issued by the National Customs Broker and Forwarders Association of America, CPA, or JD/LLM.… more
- Flexport (San Francisco, CA)
- …With revenue growing at breakneck speed, Flexport is looking for a Drawback Associate to join our Drawback and Refund Services branch of our Trade Management ... preferred. + Bachelor's degree from an accredited college/university, Licensed Customs Broker preferred + A "compliance first" attitude to keep our regulators… 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 (Redwood City, CA)
- …solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, operational ... 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
- JPMorgan Chase (San Francisco, CA)
- …of finance, economics, and other industries + 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. + Knowledge of Microsoft Office + Excellent communication skills + Ability to work in a fast-paced, deadline driven… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …CRM database and track client interactions + Communicate with custodians, Broker -Dealers, and partners + Handle client transactions, including account management ... Requirements + Bachelor's degree + MUST have 2+ years in wealth management with client strategy experience + eMoney experience preferred + Familiarity with Redtail, Microsoft Office, Excel, and Google Sheets + SIE and Series 7 licenses preferred; must obtain… more
- The Cigna Group (Walnut Creek, CA)
- …and ability to manage a complex book engaging proactively with the client/ broker , solving unique service issues and inquiries, ensure potential problems are averted, ... with clients and brokers. + Attend geographically assigned local market client/ broker meetings. + Accountable to keep account team and service leadership… more
- Zurich NA (San Francisco, CA)
- …execute strategy (growth), drive rate and retention along with cultivating broker /client relationships. The Corporate Accounts team owns the growth and placement ... drive business results. + Recommending and implementing action plans after reviewing broker partner books of business and profit/growth results and trends. This role… 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 ... Support areaOR + Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience...assess risk + Strong negotiation skills + Strong retail broker relationships within the region + Superior skills in… 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
- 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. Basic ... 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
- 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
- Zurich NA (San Francisco, CA)
- …and endorsements for more complex business accounts + Drives broker /agent/distributor/customer interactions and on-site calls related to account servicing matters ... Builds strong working relationship outside the team and with broker counterparts + Develops new team members and provides...Facing area OR + Zurich Certified Insurance Apprentice, including Associate Degree and 2 or more years of experience… more
- Zurich NA (San Francisco, CA)
- …Claims or Underwriting Support areaOR + Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or ... Market Facing areaOR + Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support… more