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1 - 7 of 7 matches in 0.004 seconds
Customer Service Representative - Commercial Insurance Lines (JC149166752)
Last Updated: 2019-10-08
Employer: Alera Group
Location: Deerfield, IL

Overview

Providing superior day-to-day clientserviceby anticipating client needs and responding to client, producer and account manager questions and issues in a timely manner.

Responsibilities

+ Preparing ID cards, binders, evidence of property & other certificate of insurance requests

+ Processing and documenting cancellations and reinstatements

+ Ordering and processing renewal…

Producer (Sales) -- Employee Benefits (JC146960420)
Last Updated: 2019-10-07
Employer: Alera Group
Location: Deerfield, IL

Overview

The focus of this position is to develop a pipeline of new clients through direct and indirect customer contact and prospecting with follow-up on leads to identify business opportunities for GCG Financial . The position is responsible for making initial contacts and developing relationships with prospective clients that grow…

Account Manager--Commercial Lines (JC148191661)
Last Updated: 2019-09-20
Employer: Alera Group
Location: Deerfield, IL

Overview

This position’s primary responsibility is servicing, retaining and rounding of assigned Business Services Client accounts that are larger than $25,000 in premioum according to agency procedures and standards.

Responsibilities

Providing superior day to day client service by anticipating client needs and responding to client and producer questions and issues…

Chief Compliance Officer (JC147343039)
Last Updated: 2019-09-05
Employer: Alera Group
Location: Deerfield, IL

Overview

The Position

The role of the Chief Compliance Officer (COO) is to shape and reinforce a culture of compliance in support of the mission and values of the GCG Financial and Alera Investment Advisors (the Firm). As a leader within the Firm, the individual will participate in…

Director of Financial Planning (JC146115697)
Last Updated: 2019-08-28
Employer: Alera Group
Location: Deerfield, IL

Overview

The Position

The Director of Financial Planning (CFP required) will lead financial planning at our organization by working closely with advisors and the advisors’ clients. The main focus of the financial planning team will be to help our advisors and their high net worth clients understand the clients’…

Account Manager (JC146115700)
Last Updated: 2019-08-28
Employer: Alera Group
Location: Deerfield, IL

Overview

GCG Financial, LLC is seeking a top-performing healthcare industry leader to serve as an Account Manager to our Employee Benefits team. This person must excel in providing the best-in-class strategic account development and service to existing clients while working collaboratively Account Executives and Benefit Consultants.

The Account Manager coordinates…

Executive Sales Assistant--Wealth Management (JC146360408)
Last Updated: 2019-08-28
Employer: Alera Group
Location: Deerfield, IL

Overview

This position provides Insurance and Investment sales, administrative and marketing support to a pool of high producing advisors (Ascend Advisors). Collaborate with the Ascend Support Team on creating the best processes and procedures to help increase sales with Ascend Advisors

Responsibilities

+ Scheduling client and prospect meetings.

+ Request…

Legend

  • Registered Apprenticeship