Annuities Director (New Business) jobs in Santa Cruz, CA

Annuities Director (New Business) directs the development of new accounts and business relationships through sales, marketing, and referrals. Reviews applications and contracts and ensures that all transactions comply with state and federal regulations. Being an Annuities Director (New Business) stays abreast of any changes to laws and regulations which affect the activities of the business. Responsible for staffing and training of unit and ensures staff has full knowledge of all current regulations and provides prompt and efficient service to customers. Additionally, Annuities Director (New Business) requires a bachelor's degree. Typically reports to top management. The Annuities Director (New Business) manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Annuities Director (New Business) typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

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New Business Representative
  • PG&E Corporation
  • Santa Cruz, CA FULL_TIME
  • Requisition ID # 153943 

    Job Category: Project / Program Management 

    Job Level: Individual Contributor

    Business Unit: Gas Engineering

    Work Type: Hybrid

    Job Location: Santa Cruz

     

     

    Department Overview 

    Gas Engineering aids in the operations, maintenance, construction, and planning for $21 billion in gas assets that transport, store, compress, regulate, measure, and deliver gas to 4.6 million customers.

     

    Position Summary

    This job is represented by Engineers and Scientists of California (ESC) and subject to collective bargaining.

     

    To better represent the communities we serve, applicants who live within 30 miles of the headquarters location will be given preference.

     

    This position is charged with customer contact, project coordination, billing, and contract preparation in connection with less complex installation of new business gas and/or electric facilities. NBRs will not prepare job estimates. This does not preclude job owners from preparing invoices or contracts based on simplified charge methodology.

     

    For training purposes, a New Business Representative may be assigned no more than 50% of their workload in SNBR-level jobs at the same time and must work under the guidance of a Senior New Business Representative or IPE.

     

    This position requires a 24 month classification lock per the ESC contract.

     

    This position is hybrid, working from your remote office and your assigned work location based on business need. The assigned work location will be within the PG&E Service Territory.

     

    PG&E is providing the hourly rate that the company in good faith believes it might pay for this position at the time of the job posting. This position is subject to collectively bargained hourly wage rates and increases. The starting wage rate for this position is $46.82 per hour.  This wage rate is specific to the locality of the job. The wage rate is based on multiple factors, including, but not limited to, specific skills, education, licenses or certifications, experience, market value, geographic location, collective bargaining agreements, and internal equity.  

     

    Job Responsibilities

     

    The duties as outlined in this job description may vary by location. This position includes office work and site visits.

     

    SAFETY

    • Maximize public and employee safety by ensuring that job designs are performed to Company and State standards and meet all compliance requirements.

     

    PROJECT MANAGEMENT

    • Prepare field sketches and layouts for the scoping of construction of additions or improvements to electric or gas systems. Provides accurate field data including pictures or videos as needed to estimators.
    • Manages scope, schedule, and cost for all assigned projects, from initiation to meter set. Scope and schedule are adjusted as appropriate to accommodate change (e.g., new customer needs, competition, and new regulation).
    • Coordinates all other departments or individuals who are involved with the project and works to define the project’s background, objective, design scope, schedule, roles, and responsibilities.
    • Coordinates with others, such as Planning, Estimating, Construction and Metering, etc., in completing the project in a timely manner. Includes understanding of industrial project schedules and working closely with the work and resource group to prioritize work using available tools or technology.
    • Monitors project schedule and prioritizes work in coordination with the work and resource group.
    • Schedules and conducts pre-engineering meetings, provides all pertinent data and addresses potential project risks including schedule setbacks and coordinates actions before setbacks occur.
    • Conducts and documents pre-construction meeting.
    • Looks for ways to minimize costs on projects for both the applicant and PG&E.
    • Ensures that the correct type of financial order, work category, etc., has been applied and actively monitors costs.

     

    COMMUNICATION

    • Communicates project status (e.g., scope, schedule, and cost) to all stakeholders throughout the project, as applicable.
    • Facilitates resolution of project-related disputes. Continuous formal communication (both written and verbal) with all stakeholders is given a high priority throughout all stages of the project.
    • Prepares contracts, as applicable, to ensure compliance with standards and tariffs.
    • Provides applicants, estimating, engineering, clerical and construction partners with complete and accurate information on rate and rule applicability, potential costs and timelines.

     

    MANAGING CUSTOMER EXPECTATIONS

    • Proactively communicates to project stakeholders, both internal and external.
    • Negotiates reasonable estimating and construction dates that address customer’s anticipated schedules. May provide customer with an initial non-binding cost.

     

    TARIFFS

    • Ensures that all charges mandated under the applicable tariffs are identified in the contract and secured before beginning construction.
    • May partner with other PG&E departments and/or rates and tariffs for application of best rates when appropriate.

     

    COMPLIANCE MANAGEMENT

    • Ensures all applicable project documentation is maintained in an orderly job file.
    • Ensures all project dependencies are met prior to allowing a construction start.
    • Ensures all permits are obtained and land rights issues are resolved per procedures.

     

    Qualifications 

    Minimum:

    • Bachelor’s degree from a recognized college or its equivalent in education and experience. Such experience must include three (3) or more years of experience in construction project management or PG&E technical service planning; or 12 months of experience as a Hiring Hall (HH) New Business Representative, HH Senior New Business Representative and/or HH Engineering Estimator
    • Must possess and maintain a valid Class C California Driver's License (or higher) by Day 1 of hire
    • California minimum insurance coverage if using personal car 

    Desired:

    • Additional consideration may be given to candidates that reside within 30 miles of the headquarters
    • Must have strong project management, customer contact and communications skills. Basic computer skills including Microsoft Word, Excel, email.
    • Familiar with tariffs, rates, contracts/tools, Work Management (WM) SAP, project approval process, document routing system and estimating and construction work processes.
    • Ability to work with both internal and external customers/clients
    • Facilitation and conflict resolution skills
    • Ability to manage for results and in the process work as a team to build agreement
    • Strong focus on safety
    • Committed to providing superior and proactive customer service
    • Strong verbal and written communication skills
    • Ability to demonstrate initiative and decisiveness
    • Ability to demonstrate sound judgment and forward thinking
    • Problem solving skills
    • Computer skills (SAP, Microsoft Excel, Word, etc.)
    • Measurement skills and ability to use some physical tools (drive stake in the ground, use Range Finder or Height Stick and Shovel, etc.) in the field

     

    Pre-Employment Testing:

    • Internal PG&E Employees: Qualified on the Physical Test Battery (PTB) and Work Orientation Inventory (WOI) prior to applying
    • External and Hiring Hall Candidates: Qualified on the Physical Test Battery (PTB) and Work Orientation Inventory (WOI) prior to interviewing
  • 2 Days Ago

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Director of Business and Resource Management
  • University of California Santa Cruz
  • Santa Cruz, CA FULL_TIME
  • Director of Business and Resource Management Location: Santa Cruz Job ID: 36959 JOB POSTING NOTIFICATIONS UC Vaccination Policy: With limited exceptions, COVID-19 vaccinations are required for Covered...
  • 19 Days Ago

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Sr. Director, Business Applications
  • Universal Audio, Inc
  • Scotts, CA FULL_TIME
  • Reporting to the VP of Business Operations, this position will drive the necessary alignment between technology teams, business processes, and a wide range of functional organizations.Your focus will ...
  • 1 Month Ago

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Business Analyst
  • University of California Santa Cruz
  • Santa Cruz, CA FULL_TIME
  • Business Analyst Location: Santa Cruz Job ID: 47454 JOB POSTING NOTIFICATIONS This position is fully remote. UC Vaccination Policy: With limited exceptions, COVID-19 vaccinations are required for Cove...
  • 28 Days Ago

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New Grad RN ICU
  • Dominican Hospital
  • SANTA CRUZ, CA FULL_TIME
  • OverviewAbout UsDominican Hospital (a member of Dignity Health) is a 222-bed facility that offers a wide range of services to residents of California’s Central Coast. With 24/7 emergency care, compreh...
  • 1 Day Ago

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New Graduate Veterinarian
  • Animal Hospital of Soquel
  • Santa Cruz, CA FULL_TIME
  • Calling all Veterinary Graduates!The Animal Hospital of Soquel in Santa Cruz is seeking a passionate Associate DVM to join our dedicated team! This is an exciting opportunity to kickstart your career ...
  • 30 Days Ago

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0 Annuities Director (New Business) jobs found in Santa Cruz, CA area

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Deputy Director, Business Transformation
  • Global Foundries
  • Santa Clara, CA
  • About GlobalFoundries: GlobalFoundries is a leading full-service semiconductor foundry providing a unique combination of...
  • 4/25/2024 12:00:00 AM

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Director, Business Development and Strategy, Clinical
  • 23andMe, Inc.
  • Sunnyvale, CA
  • Business Development Director, Business Development and Strategy, Clinical Sunnyvale, California, United States With the...
  • 4/24/2024 12:00:00 AM

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Territory Business Manager | San Jose, CA
  • Scilex Holding Company
  • San Jose, CA
  • Salary Range: $120,000 - $140,000 The pay range for this position is expected to be between $120,000 - $140,000/annually...
  • 4/24/2024 12:00:00 AM

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Director, Business Development - Strategic Gaming Partnerships
  • Samsung Electronics America
  • Mountain View, CA
  • Director, Business Development, Strategic Gaming Partnerships The Strategic Partnerships Group is seeking a Director to ...
  • 4/23/2024 12:00:00 AM

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Director, Business Development (Pharma)
  • MMS
  • San Jose, CA
  • About MMS MMS is an innovative, data-focused CRO that supports the pharmaceutical, biotech, and medical device industrie...
  • 4/23/2024 12:00:00 AM

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Senior Manager / Director, Business Development and Partner Management
  • PubMatic
  • Redwood City, CA
  • PubMatic’s Business Development and Partner Management team is focused on building, strengthening, and scaling our busin...
  • 4/22/2024 12:00:00 AM

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Senior Operations Program Manager
  • Onto
  • Milpitas, CA
  • Onto Innovation is a leader in process control, combining global scale with an expanded portfolio of leading-edge techno...
  • 4/22/2024 12:00:00 AM

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Executive Director
  • MHCAN
  • Santa Cruz, CA
  • JOB DESCRIPTION Position Title: Peer Run Drop In Executive Director Reports to: MHCAN Board of Directors If you are inte...
  • 4/22/2024 12:00:00 AM

Santa Cruz (/ˈsæntə ˈkruːz/, Spanish: Holy Cross) is the county seat and largest city of Santa Cruz County, California. As of 2013 the U.S. Census Bureau estimated Santa Cruz's population at 62,864. Situated on the northern edge of Monterey Bay, about 32 mi (51 km) south of San Jose and 75 mi (120 km) south of San Francisco, the city is part of the 12-county San Jose-San Francisco-Oakland Combined Statistical Area. Santa Cruz is known for its moderate climate, natural environment, coastline, redwood forests, alternative community lifestyles, and socially liberal leanings. It is also home to th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Director (New Business) jobs
$129,657 to $175,576
Santa Cruz, California area prices
were up 2.5% from a year ago

Annuities Director (New Business) in Tucson, AZ
Annuities supervisors oversee a group of annuities representatives who are responsible for handling needs and requirements of potential and new applicants.
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Annuities Director (New Business) in Amarillo, TX
They ensure compliance with regulations and they keep abreast about any changes in regulations and laws relating to the annuities applications.
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Annuities Director (New Business) in New Suffolk, NY
An annuity supervisor is also responsible for creating or enhancing processes when it comes to annuities applications, to facilitate acquisitions of new businesses.
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