to identify cross-sell and coverage gap opportunities Maintain accurate documentation and comply with agency and state... all applicable Pennsylvania licensing requirements What We’re Looking For Ability to confidently pivot between service and sales...
are provided throughout the process What We’re Looking For Ability to confidently pivot between service and sales... If you are ready to build strong relationships, deliver outstanding service, and grow your production within a supportive agency...
. You will offer guidance and direction on tax topics to the immediate team members or broader HR department. You will assist with tax agency... with other systems, such as ADP, Experian/CIC+ or similar platforms is a plus. Proficient in Excel (i.e., Pivot Tables, VLOOKUPs...
proactive coverage reviews to ensure clients are properly protected. The right candidate can pivot naturally from service... protection using a needs-based approach Maintain accurate documentation and ensure compliance with agency procedures...
forefront of media, helping to evolve and reshape the industry. We are highly regarded as a true agency partner by many high...’s degree. Degree in a related field is a plus (i.e. STEM, Economics, Marketing/Advertising, etc.). Agency experience...
for someone who leads with empathy and professionalism, while also having the ability to pivot service conversations into in-book... must be fully licensed or willing to obtain licensing with agency support Property & Casualty license must be obtained prior...
for someone who leads with empathy and professionalism while also having the ability to identify opportunities and pivot service.... Candidates must be fully licensed or willing to obtain licensing with agency support Property & Casualty license...
analysis techniques, then query, merge, enrich, evaluate, and pivot within data to attain and share insights Distill, document... development. Capable of running basic DNI and DNR queries to answer specific questions with existing Agency tools. Can task own...
alignment with EIA-748 and DCMA (Defense Contract Management Agency) guidelines Support the EAC (Estimate at Completion)/VAC... knowledge with Microsoft Office suite (Outlook, Word, PowerPoint, and Excel – pivot tables, VLookup, conditional formatting...
to ensure Agency acceptance. Create and maintain spend plans in the Agency’s financial management system to document Government...’s database or the receiving entity). Pull financial reports/data from Agency systems such as FACTS, CMIS, EDSS, and CDW...