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Financial Consultant
Travis Credit Union - Vacaville, CA
Summary : Travis Credit Union's (TCU) Financial Services Advisers provide financial consulting services to assist members with identifying their financial goals and objectives. This team acts as a catalyst for the promotion and growth of TCU's financial products and services portfolio. Two career ladders exist within the Financial Services Advisors family: ind...
Commercial Lines, Account Manager
EPIC - Greenwich, CT
Location: Greenwich, CT office Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “t...
Marketing Analyst
EPIC - Atlanta, GA
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren't afraid to make it ...
Assistant Vice President/ Assistant Vice President - Professional Services, Professional, Executive & Cyber Solutions Team
EPIC - Chicago, IL
Location: Hybrid to Chicago, IL or New York, NY offices Assistant Vice President/Vice President, Professional Services: Professional, Executive & Cyber Solutions Team Support Account Team Leaders with the placement of professional liability insurance and ancillary management liability insurance products for large professional service firm...
Private Client Relationship Manager
EPIC - Melville, NY
Location: Hybrid, Melville or Jersey City offices are preferable (if NYC office, will need to go to Melville occasionally). Position Overview: The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating ...
Construction & Development - Risk Management Consultant
EPIC - Dallas, TX
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren't afraid to make it ...
Construction & Development - Risk Management Consultant
EPIC - New York, NY
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren't afraid to make it ...
Senior Property Broker
EPIC - NY
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren't afraid to make it ...
Loan Documentation Specialist
Valley Bank - Wayne, NJ
Responsibilities include, but are not limited to: Prepare loan documents upon receipt of request from the Lender, review loan approval and related supporting documents. Ensure that all required documents, including insurance information, are provided to properly evidence the loan and perfect the bank's security interest. Work with Bank's (Medici or LaserPro) software and other...
Loan Ops Data Integrity Specl
Valley Bank - St. Petersburg, FL
Responsibilities include but are not limited to: Review each loan approval for appropriate lending authority based on loan type, exposure limit, etc. to ensure approvals are in compliance with Bank's Lending authority requirements as outlined in the Credit Policy Manual. Review loan packages for compliance with regulatory requirements i.e. Flood, HMDA, CRA, REG B, etc.
Sr. Financial Analyst
ResultsCX - Remote, Philippines
Description As a Senior Financial Analyst on our Corporate Financial Planning and Analysis team you will assist in the analysis, investigation and research supporting the needs of the organization's financial planning and performance. You will be responsible for gathering and analyzing financial information on costs, prices, expenses and revenues, as well as for developin...
Financial Clearance Specialist III - PreArrival - Full Time 8 Hour Days (Non-Exempt) (Non-Union)
Keck Medicine of USC - Alhambra, CA
The Financial Clearance Specialist III is responsible for ensuring insurance eligibility, benefit verification, and the authorization processes are complete in the time allowed by the insurance companies to prevent denials or penalties. Documenting accurate insurance information and authorization details to optimize reimbursement from both the payer and patient. Maintain strong working k...
Premium Payable Analyst
EPIC - Melville, NY
Location: Hybrid Position, Flexible to work out of our NY and NJ office (East Hampton, Melville or Pearl River, NY, Carmel, IN, Mt. Laurel, NJ and Paramus, NJ Offices. Summary: Handle every day financial transactions of the agency including but not limited to interactions with financial institutions, carriers, and agency personnel.
Insurance Business Applications (AMS) Integration Manager
EPIC - IL
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren't afraid to make it ...
Insurance Support Specialist
EPIC - Carmel, IN
Summary: The Insurance Support Associate completes administrative tasks and projects in support of the Premier Team. Critical Job Functions: • Perform administrative functions in support of the Premier Team which may include but are not limited to data entry, accessing carrier websites and ...
