| Resume alert | Resumes 21 - 30 of 351 |
Financial Services Account Management
Philadelphia, PA
... ● Supported Broker Dealer and RIA clients with in-person value based sales presentations and training programs. Presentations ranged from 5-300 participants. ● Partnered with Data Providers to ensure successful delivery of daily data files. ● ... - Jan 07
... ● Supported Broker Dealer and RIA clients with in-person value based sales presentations and training programs. Presentations ranged from 5-300 participants. ● Partnered with Data Providers to ensure successful delivery of daily data files. ● ... - Jan 07
Federal Tax Income
Philadelphia, PA
... This is called “backup withholding.” Payments that may be subject to backup withholding include interest, tax-exempt interest, dividends, broker and barter exchange transactions, rents, royalties, nonemployee pay, payments made in settlement of ... - 2023 Dec 22
... This is called “backup withholding.” Payments that may be subject to backup withholding include interest, tax-exempt interest, dividends, broker and barter exchange transactions, rents, royalties, nonemployee pay, payments made in settlement of ... - 2023 Dec 22
Customer Service Account Executive
Philadelphia, PA
... EXPERIENCE INSURANCE BROKER ACCOUNT SPECIALIST, UnitedHealthcare Pennsylvania November 2015 - August 2023 Managed insurance broker relationships state-wide increasing CHIP enrollments to health plan. Identified prospect brokers and made cold calls ... - 2023 Dec 18
... EXPERIENCE INSURANCE BROKER ACCOUNT SPECIALIST, UnitedHealthcare Pennsylvania November 2015 - August 2023 Managed insurance broker relationships state-wide increasing CHIP enrollments to health plan. Identified prospect brokers and made cold calls ... - 2023 Dec 18
Brand:Innovation in the Market place. Product s language to customer
Philadelphia, PA
... • Client retention • Independence Blue Cross 5% growth of client book of broker account, networking within the existing book of business while generating new clients. End of year “Increase of Business” bonus; achieved year one. References upon ... - 2023 Dec 11
... • Client retention • Independence Blue Cross 5% growth of client book of broker account, networking within the existing book of business while generating new clients. End of year “Increase of Business” bonus; achieved year one. References upon ... - 2023 Dec 11
Quality Assurance Automation Engineer
Downingtown, PA
... Automated the REST API Web Service Call to invoke Mail Broker which contains templates for customer receiving emails. Used JIRA for defect tracking. Based on priority/Severity of defects coordinated with dev team and make sure bugs were fixed on ... - 2023 Dec 11
... Automated the REST API Web Service Call to invoke Mail Broker which contains templates for customer receiving emails. Used JIRA for defect tracking. Based on priority/Severity of defects coordinated with dev team and make sure bugs were fixed on ... - 2023 Dec 11
Financial Analyst Markets
Gilbertsville, PA
... ●Ensured cash and positions shown in the AIS portfolio system are reconciled to the client and/or the prime broker statements. Organization: CG Vak Software Exports May 2014- August 2014 Role: Senior Financial Analyst ●Central Receipt and Payment ... - 2023 Nov 28
... ●Ensured cash and positions shown in the AIS portfolio system are reconciled to the client and/or the prime broker statements. Organization: CG Vak Software Exports May 2014- August 2014 Role: Senior Financial Analyst ●Central Receipt and Payment ... - 2023 Nov 28
Customer Service Communication Skills
Philadelphia, PA
... Broker Liaison •Assist brokers (both existing and prospective) with pre-sale related questions surrounding the Aetna Small Group products, policies, and procedures. •Respond to Broker inquiries via an inbound phone queue and email. •Educated brokers ... - 2023 Nov 27
... Broker Liaison •Assist brokers (both existing and prospective) with pre-sale related questions surrounding the Aetna Small Group products, policies, and procedures. •Respond to Broker inquiries via an inbound phone queue and email. •Educated brokers ... - 2023 Nov 27
Customer Service Data Entry
Philadelphia, PA
... Emailed important documents to pertinent departments and companies, created Open Houses for vacant properties and commercial spaces, assistant to Broker of Record, proficient in typing 35 wpm, computer software programs; Microsoft Word, Office, ... - 2023 Nov 20
... Emailed important documents to pertinent departments and companies, created Open Houses for vacant properties and commercial spaces, assistant to Broker of Record, proficient in typing 35 wpm, computer software programs; Microsoft Word, Office, ... - 2023 Nov 20
Software Engineer Application Developer
Fort Washington, PA, 19034
... Helped develop a new broker commission methodology using JAVA/J2EE that is estimated to reduce Blue Cross commission disbursements by approximately $10,000,000.00 a year. This change in commissions’ administration continues the savings into the ... - 2023 Nov 16
... Helped develop a new broker commission methodology using JAVA/J2EE that is estimated to reduce Blue Cross commission disbursements by approximately $10,000,000.00 a year. This change in commissions’ administration continues the savings into the ... - 2023 Nov 16
Business Development, Corporate Development, Sales
King of Prussia, PA
... SIGNATURE ACHIEVEMENTS • Licensed Insurance Agent Former Benefits Broker for Gallagher Benefit Services • Closed 100+ business agreements with hospitals & health systems that generated $35K - $250K per engagement • Formulated / led new business ... - 2023 Nov 08
... SIGNATURE ACHIEVEMENTS • Licensed Insurance Agent Former Benefits Broker for Gallagher Benefit Services • Closed 100+ business agreements with hospitals & health systems that generated $35K - $250K per engagement • Formulated / led new business ... - 2023 Nov 08