- World Insurance Associates, LLC. (Woonsocket, RI)
- …300 offices across North America and the UK World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, ... solutions. Position Summary Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following established workflows… more
- World Insurance Associates, LLC. (West Warwick, RI)
- …2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines , surety and bonding, employee benefits, ... from one of our multiple offices throughout the region. Position Overview The Commercial Lines Account Manager will play an integral role in driving our mission to… more
- Oracle (Providence, RI)
- …in accordance with corporate and organizational security policies and procedures, understand personal role in safeguarding corporate and client assets, and take ... Team is looking to expand with a new Senior Associate Adoption Consultant. As an Senior Associate ...end-user experience with Oracle Health solutions. You will cultivate client relationships to achieve adoption objectives and influence and… more
- UMB Bank (Providence, RI)
- **RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… more
- UMB Bank (Providence, RI)
- …and metrics; and managing all additional aspects of sales support in the sub lines of business. **How you will spend your time:** + Develop proformas, proposals and ... + Prepare pre-call planning prep and materials for TM client and prospect meetings + Coordinate proposal responses and...meetings + Coordinate proposal responses and works across business lines to gather response information + Participate in sales… more
- UMB Bank (Providence, RI)
- …referral sources and influence centers; assisting in the underwriting process of new client proposals from prospect to client funding; and seeking approval from ... Executive Management for new client transactions. This key position reports to the EVP/National...and have an understanding of how decisions affect business lines and the organization as a whole + You… more
- Oracle (Providence, RI)
- …in accordance with corporate and organizational security policies and procedures, understand personal role in safeguarding corporate and client assets, and take ... approach, and workflow design expertise + Author and develop associate -facing content leveraging technical and methodology documentation + Educate associates… more
- UMB Bank (Providence, RI)
- …commercial banking relationships. + Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the ... Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be… more