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Provides consultative services to members regarding credit union products and services by assessing member needs. Assists members in establishing memberships, loan accounts and services, share accounts and savings services, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and freq
Posted 16 days ago
What You Will Do Responsible for assigned book of business amounting to $800k in revenue Process renewals and incidental new business, cancellations and policy changes Responsible for accuracy of your work product and that of others assisting you Maintain and be responsible for expiration log and renewal list Market renewal policies, as requested by Producer Provide Produ
Posted 22 days ago
Zions Bancorporation
- San Clemente, CA
Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employ
Posted 1 day ago
Emergent Marketing Agency
- Ontario, CA / Rancho Cucamonga, CA / Upland, CA
High End Insurance Sales Agency looking for top tier sales people who are self motivated, self managing, and don’t need their hand held. Who We Are NOT Looking For Agents who NEED to make money that they are so desperate Agents who CANT buy their own leads to make sales Agents who NEED their hand held every step of the way We are not looking for the cheap agents who
Posted 2 days ago
"I can succeed as a Retirement Plan Coordinator at Capital Group." As a Retirement Plan Coordinator, you enjoy providing day to day service and support for American Funds proprietary bundled plans, acting as the main point of contact for financial professionals and plan sponsors. You will research issues and questions to coordinate a timely resolution, as well as consider
Posted 8 days ago
Offering $19.00 to $23.00 per hour This employee supervises all Customer Service functions of order entry while abiding by the procedures set forth by management. Job Responsibilities Assists the Customer Service Supervisor in the supervision of all Customer Service Personnel Actively participates in the training of all Customer Service personnel including new hires Monito
Posted 22 days ago
Clean Energy
- Newport Beach, CA
Responsible to receive, evaluate and manage emergency or non emergency service requests from customers, technicians or sites through different communication channels. Ability to communicate and prioritize issues surrounding the equipment at each location. Ability to establish priorities, use independent judgment and escalate critical matters to appropriate parties or mana
Posted 23 days ago
Zions Bancorporation
- Huntington Beach, CA
Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employ
Posted 1 day ago
Alliant Insurance Services
- Irvine, CA / Los Angeles, CA / Santa Barbara, CA
Responsible for collaborating with Employee Benefit Account Executives on the development and execution of client centered strategies. Manages a book of business and directs/contributes to the work of a multi disciplined service team. ESSENTIAL DUTIES AND RESPONSIBILITIES Exhibits proven competence in all Account Manager duties and knowledge requirements; Collaborates wit
Posted 1 day ago
Ready to identify and recommend technology solutions for hotels and other hospitality organizations? You can do that. Do you want to use your sales expertise and focus on daily prospecting to generate opportunities and build a funnel? As a Strategic Account Specialist for Hospitality at Spectrum Enterprise, you can do that. Spectrum Enterprise provides modern enterprise t
Posted 1 day ago
Client Service Representative Tech I San Juan Capistrano, CA | Day Shift, Tuesday Saturday Pay Range $21.38 $32.08 / hour Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. Successful candidates may be eligible
Posted 2 days ago
Support the service and tire team under the direction of the Manager, Store Service. Assist in driving sales across service labor, parts, tires, and fleet business and you provide essential selling and task support by partnering with management to make certain that the service repair business is organized, store operations are running efficiently, and shop productivity is
Posted 3 days ago
Zions Bancorporation
- Claremont, CA
Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employ
Posted 1 day ago
Process customer orders and inquiries in a collaborative call center using world class technology. Communicate with customers over phone, email and chat. Help customers navigate Uline's website and online ordering. Become a product and solutions expert! We'll equip you to answer product, pricing and shipping questions quickly and confidently. Minimum Requirements High sch
Posted 1 day ago
Build trusted relationships with client stakeholders Understand the client environment, issues, and priorities Work with clients to define their problems and co create solutions Drive RFPs / proactive bids with regards to renewals, extensions, and expansion Track of healthcare industry trends relevant to client business and bring forth proactive ideas and solutions Serve
Posted 2 days ago
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