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Effectively manage all sales-related administrative duties, including, but not limited to: account plan development, routing, expense reporting, pipeline and referral network management and activity documentation via HubSpot, securing and managing marketing collateral and other resources.
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We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. This position supports the Account Executive with responsibilities related to client management and retention.
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Develop financial scenario analyses using business variables and identify and recommend optimal decisions pathways with value implications for management decision support along with Risks and Opportunities.
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Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work; Maintains accurate customer and account records.
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Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. Work with producers to market, quote, and prepare the proposal for the client from both a risk management and insurance prospective to decide upon the “best” way to manage the customer’s risks.
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About Acrisure :Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.
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Capability to put together industry standard ACORD applications via our Agency Management System, supplemental applications, review loss runs, develop a narrative of the account along with claims data analytics and metrics.
Full-timeExpandApply NowActive JobUpdated 28 days ago - UpvoteDownvoteShare Job
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Ranked one of the top 100 top RIAs by Barron’s & Forbes and headquartered in Parsippany, New Jersey with several regional offices across the country, Summit Financial LLC is a ~$10 billion independent advisory firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years.
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Financial benefits include: Health Savings Account (HSA), Flexible Spending Accounts (FSAs), 401(k) plan, Employee Stock Purchase Plan (ESPP), basic life and AD&D insurance, and short-term disability insurance.
Full-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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The analyst will be responsible for financial planning, analysis, and projection with respect to the treasury function. Assist with interest rate risk management program performing necessary analysis, making appropriate recommendations and executing required transactions.
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Be highly responsive in managing all communications with customers, specifically Account Managers, Executive Account Managers, Area Business Managers, Corporate Accounts Teams, Retail Teams, Professional Services Veterinarian Teams, Distribution Teams, and Senior Management.
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Partner with GDC senior management to set up, implement, manage, and close out grant financial activities in alignment with GDC and Federal Transit Administration (FTA) standards and requirements.
$158,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Related Terms: account executive, account manager, account management, business development, financial advisor, financial services, SAHM, returnee, returning to the workforce, returning to work, return to work, return to the workforce, lead generation, lead generator, cold calling, cold caller, cold.
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Depending on your eligibility, options for part-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee life insurance; 401(k) with PNC match, pension and stock purchase plans; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
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If you are interested in continuing your career in the New Jersey or NYC area connect with a WBG recruiter to hear about the exciting opportunities in the following industries: Healthcare, Pharmaceutical, Manufacturing, Energy, Banking, Financial Services, Wealth Management, Luxury Retail, Technology, Media & Entertainment and more.
$90,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago
account management financial jobs in Pompton Plains, NJ
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