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Reposted 8 Days AgoSaved
In-Office
Raleigh, NC, USA
Senior level
Senior level
Insurance
The Client Executive develops new business, manages client relationships, closes sales to meet revenue goals, and collaborates with marketing and service teams.
Top Skills: Database ApplicationsMicrosoft CrmExcelMS Office
Reposted 8 Days AgoSaved
In-Office
Rockwall, TX, USA
Senior level
Senior level
Insurance
The VP of Payroll Tax oversees payroll tax compliance and operations, ensures timely filings, leads a team, and optimizes processes for tax service.
Top Skills: IsolvedMastertaxPrism
Reposted 8 Days AgoSaved
In-Office
New York, NY, USA
Mid level
Mid level
Insurance
The Business Development Executive develops new business opportunities and closes sales while collaborating with Business Development Associates and marketing teams, achieving sales goals through effective communication and consultative selling skills.
Top Skills: Microsoft CrmMS Office
8 Days AgoSaved
In-Office or Remote
2 Locations
100K-120K Annually
Mid level
100K-120K Annually
Mid level
Insurance
The Financial Advisor evaluates clients' needs, offers tailored financial planning advice, and manages relationships to achieve financial goals.
Top Skills: Microsoft Office SuiteMoneyguideproSalesforce
8 Days AgoSaved
In-Office
Bethesda, MD, USA
85K-95K Annually
Senior level
85K-95K Annually
Senior level
Insurance
The Senior Account Manager handles day-to-day management of assigned accounts, providing advisory support, coordinating with internal teams, and conducting client meetings to ensure service excellence and client satisfaction.
Top Skills: MS Office
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Reposted 8 Days AgoSaved
In-Office
Overland Park, KS, USA
Mid level
Mid level
Insurance
The Data Quality Analyst ensures accuracy and reliability of data, develops validation processes, monitors metrics, and collaborates with teams to resolve discrepancies.
Top Skills: Custodial PlatformsData IntegrationsDatabase ManagementExcelPortfolio Management SoftwareReporting Tools
8 Days AgoSaved
In-Office
Atlanta, GA, USA
Mid level
Mid level
Insurance
The IT Portfolio Coordinator supports IT governance by managing project intake, performance tracking, and vendor relations while aiding the IT Strategy & Governance team.
Top Skills: Azure DevopsMicrosoft Office SuiteSmartsheet
Reposted 8 Days AgoSaved
In-Office
Berwyn, PA, USA
79K-84K Annually
Mid level
79K-84K Annually
Mid level
Insurance
The Growth Marketing Manager develops and executes marketing strategies to drive customer acquisition and retention, optimizing campaigns across various channels, and leveraging data-driven insights.
Top Skills: Adobe Creative SuiteAsanaCanvaConstant ContactGoogle AnalyticsHubspotMS OfficeSalesforceSharepointTableauTeams
Reposted 8 Days AgoSaved
In-Office
Richmond, TX, USA
Junior
Junior
Insurance
The Senior Client Relationship Manager designs and maintains retirement plans, leads client relationships, develops sales strategies, and ensures regulatory compliance while achieving sales goals and managing a book of business.
Top Skills: Microsoft Office SuiteSalesforce
Reposted 8 Days AgoSaved
Remote
USA
55K-60K Annually
Mid level
55K-60K Annually
Mid level
Insurance
The Talent Management Specialist manages talent development and performance processes, supports HR inquiries, and collaborates on organizational initiatives across the region.
Top Skills: Hcm SystemMS OfficeWorkday
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