Search Results: 3 vacancies
- ...compliance with company policies, regulatory standards, and confidentiality protocols. Collaborate with internal departments (claims, underwriting, sales) to resolve customer issues. Identify opportunities to cross-sell or upsell insurance products when appropriate....
- ...their unique needs, challenges, and objectives. Ensure frequent and accurate submissions in line with the company guidelines and underwriting appetite. Visit clients regularly to assess rising opportunities and maintain an activity log of all visits and discussions...
- ...to reach mutually beneficial agreements for banking product transactions. Collaborate with internal stakeholders, including underwriters, loan officers, and branch managers, to facilitate the processing and approval of banking product applications. Meet or exceed...