, consulting, or advisor-facing retirement plan solutions. ~ Understanding of financial markets and retirement plan regulations...: Between 25-50% Travel Broker-dealer, recordkeeper, DCIO asset manager, or retirement plan provider environments Experience using...
contractual provisions into practical risk considerations and identifying where insurance or surety solutions may mitigate... construction industry and revolutionizing the role of broker....
®, is an annuity provider that specializes in the design of safe, innovative retirement solutions and servicing financial institutions... drives sales across the available product lineup with advisors in bank and broker dealer firms, including responsibility...
through cutting-edge technology and innovative solutions. The Closing Operations Specialist – Broker coordinates and executes... closings for Zippy’s broker channel, serving as the central point of contact for external mortgage brokers, settlement agents...
insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals..., required. 3+ years of experience working in customer service, underwriting, commercial lines insurance for a carrier or broker...
, consulting, or advisor-facing retirement plan solutions. ~ Understanding of financial markets and retirement plan regulations...: Between 25-50% Travel Broker-dealer, recordkeeper, DCIO asset manager, or retirement plan provider environments Experience using...
, and each other. Our clients view us as an essential part of their teams, relying on us for strategic guidance, fast solutions to complex... annual open enrollment;own broker/vendor relationships Maintain benefits compliance (ACA, ERISA, COBRA, HIPAA, Form 5500...
information gathered from the pre-renewal visit with the policyholder or broker. Negotiate rates, contract provisions... all appropriate information to Regional or National Accounts, and present or assist in the presentation of the proposal to the broker...
products through a dedicated wholesale distribution model, delivering specialized underwriting expertise and solutions... Southeast Region territory . Build strong relationships with wholesale broker partners and become a trusted market resource...
Solutions Consultant Who we are Jellyvision is redefining how organizations experience benefits by bringing... decision support, and help cross-train teammates Answer solution information requests, design tailored solutions and deliver...