Financial Advisor, New York Life

Ofertas sugeridas de otras empresas

• Robert Half

  

  Accounts Payable Specialist

  hace 12 días

  Latham

  Job DescriptionWe are looking for an Accounts Payable Specialist to join a team in Latham, New York on a Long-term Contract basis. This position is well suited for someone who works efficiently, stays organized, and brings strong attention to detail to daily financial operations. The role supports core accounting activities while coordinating with vendors and internal contacts to keep payment, cash receipt, and transaction records accurate and up to date. Responsibilities: • Manage day-to-day accounts payable activities, including reviewing, coding, and entering vendor invoices with accuracy., • Record financial transactions and maintain organized documentation to support routine accounting operations., • Prepare and process check runs and electronic payments, including ACH transactions, in a timely manner., • Apply daily cash receipts and update accounting records to ensure balances remain current., • Communicate with customers, vendors, and internal staff to resolve billing questions and payment-related issues., • Support inventory tracking and assist with inventory audit activities as needed., • Monitor banking activity and help reconcile payment and receipt information against internal records., • Assist with high-volume invoicing workflows while maintaining accuracy and meeting established deadlines.• Experience in accounts payable and general accounting support., • Ability to code invoices, process vendor billing, and manage high transaction volumes accurately., • Familiarity with check runs, ACH payments, and daily cash receipt processing., • Strong organizational skills with close attention to detail and the ability to prioritize work effectively., • Clear communication skills for interacting with customers, vendors, and internal teams., • Preferred: 1–2 years of relevant experience in accounting or accounts payable., • Preferred: Degree in accounting or a related field., • Construction industry experience is a plus and may help with a quicker ramp-up in the role.

• Thoroughbred Advisors - National Life Group

  

  Entry-Level Financial Representative

  hace 27 días

  Latham

  Job DescriptionAre you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. Benefits include; • Flexible schedule with a strong work-life balance., • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Sponsorship for required licenses and continuous training. We can only consider applicants authorized to work in the United States. Compensation: $75,000+ at plan commission Responsibilities: • Ensure compliance with financial industry standards and licensing requirements., • Offer solutions in insurance, asset accumulation, and retirement planning., • Utilize marketing tools and resources to grow your client base., • Attend hybrid meetings, including in-person team collaboration, as required., • Participate in structured coaching and mentorship programs. Qualifications: • Strong interpersonal and communication skills., • Must be authorized to work in the US., • No prior experience in finance is required—comprehensive training is provided., • Self-motivated, coachable, and driven to succeed., • Demonstrated leadership or a proven track record of success. About Company Thoroughbred Advisors - National Life Group is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We continue to deliver our brand of planning to the individuals, families, and businesses of our region. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity. From the outside, you would perceive that we are in the business of Financial Planning, Insurance, and Investments, which would be true, but beyond that, we believe we are in the business of personal development.

• PREMIUM MORTGAGE CORPORATION

  

  Underwriter

  hace 13 días

  Latham

  Job Description Since 1999, Premium Mortgage Corporation has been providing residential mortgages across New York State and beyond, offering competitive interest rates and a wide variety of loan programs to fit the needs of homebuyers. Headquartered in Rochester, NY we have offices throughout New York and Florida, and are licensed in AL, CT, FL, MA, NE, NJ, NY, OH, PA, SC, TN, TX, and VT. As a mortgage lender, our number one goal is for every customer to feel comfortable, informed, and well taken care of. After all, a mortgage isn’t just a transaction to us. It's a partnership for life. We accomplish this level of customer satisfaction by employing top tier talent—all of whom take part in our employee engagement program called the Premium Experience. This program allows our team members to live out our core values, while supporting them with opportunities for professional and personal growth. With hundreds of team members living out the Premium Experience every day, they are the driving force in making Premium Mortgage Corporation a leading lender in the communities we serve. All positions with Premium Mortgage operate on a Hybrid work schedule unless an exception has been granted by Upper Management. This posting is an evergreen posting. While the posting is open for applications, we may not be actively filling this roll. The Underwriter is responsible for evaluating risk and making loan decisions based on existing underwriting guidelines and information and documentation provided in the loan file. The Underwriter will be responsible for completing the following job duties. • Reviews conditions on files within posted turn times, • Completes underwrite on files submitted to underwriting for approval within posted turn times, • Provides feedback on loan quality to the Underwriting Manager, • Mentors and develops processing staff and loan officers, • Maintains a unified voice with fellow underwriters on underwriting guidance, • Escalates files issues not covered in our guidelines to Underwriting Manager for guidance, • Communicates decisions to all internal parties, • Works jointly with co-workers to respond to concerns of quality on files, such as QC, PETR, NOR or audit/clarification requests from different managers or departments, • Stays up to date on changing rules and regulations pertaining to conventional and government-insured mortgages, • Meets the required KPI standards for the position (6 units per day based on weighted scale), • Training as needed This job description reflects management’s assignment of essential functions; and nothing in this herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. The following qualification are required of the Underwriter. Education: • A college degree with two years related experience and/or training. A combination of equivalent education and experience is acceptable. Experience: • Previous experience in the mortgage industry with understanding of underwritingSkills:, • Customer service, • Time management, • Written communication, • Verbal communication, • Team player, • Able to multi-task, • Detail orientated, • Organizational, • Problem solving, • Independent Judgement The following equipment is used daily by the Underwriter and provided by Premium Mortgage. • Computer, • Phone, • Printer/copier/fax machine, • Excel and word programs, • Encompass software The Underwriter is primarily in an office setting and may be exposed to outdoor conditions. The working conditions are classified as sedentary work: • Sedentary work - Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. The following is a description of the physical requirements on a daily basis for the Underwriter. While performing the duties of the job the employee is regularly expected to: • Stand, • Sit, • Hear, • Walk, • Talk, • Stoop or kneel, • Repetitive motion This is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. Premium Mortgage Corporation provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. The starting base salary range for this position is $75,000 - $90,000, yearly. This is the range of the base pay only, it does not include other components that make up the total compensation package of the position. If offered a position, your total compensation package will be determined by experience, location, skills and/or education which may result in a total compensation package that falls outside the provided range.

• Marshall & Sterling Inc

  

  Account Manager- Commercial Lines

  hace 17 días

  Latham

  Job Description Position Title: Account Manager- Commercial Lines Location: Hybrid • Latham Office - Latham, NY 12110 Salary Range: $80,000.00 - $100,000.00 Salary OverviewSalary Range$80,000.00 - $100,000.00 Salary Account Manager- Commercial Lines Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do. Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you’re not just joining a company — you’re joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. We’re looking for a people-focused Account Manager who can combine relationship-building with strong commercial insurance expertise to help create a future that’s safer and more secure for our clients. In this role, you’ll manage your own book of business, collaborate with our producers and executives, and deliver the kind of client experience that builds trust and long-term partnerships. This position can be based out of either Marshall+Sterling’s Latham office. If you’re passionate about helping businesses protect what matters, guiding clients through every stage of their risk management journey, and mentoring others to grow alongside you—you’ll thrive here. • Manage your own book of business- serving as the main point of contact to ensure smooth account management and exceptional client service., • Partner with Sales Executives and Producers to design risk management strategies, prepare renewals, and strengthen client relationships., • Lead client meetings including policy reviews, renewal discussions, and coverage planning—both in person and online., • Build strong carrier relationships to secure competitive coverage options and resolve client service needs., • Review and prepare applications, policies, endorsements, audits, and proposals for accuracy using Microsoft Office and agency systems., • Stay up-to-date on industry trends, regulations, carrier guidelines, and coverage changes to provide clients with informed recommendations., • Mentor Assistant Account Managers, offering guidance and support to help them succeed. Qualifications • This position requires a P+C brokers license., • A four-year college degree in business or related field, • Experience with basic office automation software, such as Microsoft Word, Excel and Outlook., • Must have own transportation or access to reliable transportation and maintain a valid driver's license throughout employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. The salary range for this position is $80,000 to $100,000, depending on experience and based on commission. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP so valuable: • Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success., • Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success., • No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling, based experience and education. #PGM26 Compensation details: 80000-100000 PIc0434b298439-25405-40438244

• PREMIUM MORTGAGE CORPORATION

  

  Renovation Underwriter

  hace 2 meses

  Latham

  Job Description Renovation Underwriter Job Description Full Time | Hybrid | NY, FL Salary Range: $85,000 – $115,000 annual Pay Transparency: Compensation may vary outside of this range depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Base pay is one part of the total package that is provided to compensate and recognize employees for their work. About Premium Mortgage Since 1999, Premium Mortgage Corporation has been providing residential mortgages across New York State and beyond, offering competitive interest rates and a wide variety of loan programs to fit the needs of homebuyers. As a mortgage lender, our number one goal is for every customer to feel comfortable, informed, and well taken care of. After all, a mortgage isn’t just a transaction to us. It's a partnership for life. We accomplish this level of customer satisfaction by employing top tier talent—all of whom take part in our employee engagement program called the Premium Experience. This program allows our team members to live out our core values, while supporting them with opportunities for professional and personal growth. With hundreds of team members living out the Premium Experience every day, they are the driving force in making Premium Mortgage Corporation a leading lender in the communities we serve. All positions with Premium Mortgage operate on a Hybrid work schedule unless an exception has been granted by Upper Management. Why us? Benefits offered by Premium Mortgage: • Insurance: Medical, Dental, Vision, Company Paid Life Insurance, • Time Off: Paid Time Off, Sick Time, Federal Holidays, Birthday PTO, • Additional Perks: Employee Referral Fee, HSA Employer Contribution, Employee Mortgage Loans Role & Responsibilities The Renovation Underwriter is responsible for evaluating risk and rendering credit decisions on renovation loan applications in accordance with agency guidelines and company policy. This role requires in-depth knowledge of standard mortgage underwriting principles as well as specialized expertise in renovation lending programs across FHA, Fannie Mae, Freddie Mac, VA, and SONYMA, including the unique collateral, contractor, and project feasibility considerations inherent to renovation transactions. Underwriting Responsibilities • Completes full credit underwrite on files submitted to underwriting for approval within posted turn times, • Reviews conditions on files within posted turn times and communicates decisions clearly to all internal parties, • Maintains a unified voice with fellow underwriters on underwriting guidance and escalate file issues not covered by existing guidelines to the Head of Renovation for direction, • Provides feedback on loan quality and mentors processing staff and loan officers on file preparation and guideline compliance, • Works jointly with colleagues to respond to quality concerns, including QC, PETR, NOR, and audit or clarification requests from managers or other departments, • Stays current on changing rules and regulations pertaining to Conventional, Government-insured mortgages, and all renovation products offered, • Meets required KPI standards for the position, • Participate in training and development as needed Renovation Responsibilities • Underwrites renovation loan files in accordance with FHA 203(k), Fannie Mae HomeStyle, Freddie Mac CHOICERenovation, VA renovation, and SONYMA RemodelNY guidelines, • Evaluates project feasibility, including scope of work, contractor qualifications, construction bids and consultant reports to assess risk and ensure compliance with program requirements, • Reviews and approves contractor documentation, including licenses, insurance certificates, W-9s, executed contracts, and cost breakdowns, • Analyzes as-completed appraisals to confirm that the subject property’s projected value supports the renovation loan amount and complies with applicable LTV/CLTV requirements, • Reviews renovation escrow calculations and contingency reserves to ensure proper structuring of the renovation holdback in accordance with agency guidelines, • Coordinates with the Renovation Lending Analyst and closing team to confirm RLS system setup, pre-closing collateral documentation, and post-closing draw administration readiness, • Reviews Loan Estimates (LE) and Closing Disclosures (CD) to confirm accurate accounting of all renovation-related fees, holdbacks, and escrow items, • Identifies and escalates unusual project risks, incomplete contractor documentation, or scope-of-work concerns to the Head of Renovation prior to issuing a decision, • Supports post-closing draw administration oversight by providing underwriting guidance on change orders, project scope modifications, or borrower disputes as needed This job description reflects management’s assignment of essential functions; and nothing in this herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Qualifications for this position Education • A college degree with two years related experience and/or training. A combination of equivalent education and experience is acceptable. Experience • Minimum two years prior mortgage underwriting experience with a strong understanding of credit analysis, collateral evaluation, and agency guidelines., • Direct experience underwriting renovation loan products (FHA 203k, Fannie Mae HomeStyle, Freddie Mac CHOICERenovation, VA renovation, or SONYMA) strongly preferred., • Familiarity with renovation escrow administration, draw management processes, and as-completed appraisal review preferred., • DE/SAR certifications preferred; CHUMS ID required for FHA renovation underwriting. Transferable Skills • Strong analytical and independent judgment skills with the ability to make sound credit decisions., • Excellent written and verbal communication skills with the ability to clearly convey underwriting decisions and conditions., • Detail-oriented with strong organizational and problem-solving abilities., • Effective time management and ability to manage multiple files simultaneously within established turn times., • Collaborative team player with the ability to mentor and support processing and origination staff. Working Conditions The Renovation Underwriter is primarily in an office setting and may be exposed to outdoor conditions. The working conditions are classified as Sedentary work: • Sedentary work - Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.

• Marshall & Sterling Inc

  

  Account Manager- Personal Lines

  hace 17 días

  Latham

  Job Description Position Title: Account Manager- Personal Lines Location: Hybrid • Latham Office - Latham, NY 12110; Middletown Office - Middletown, NY 10941; Poughkeepsie Office - Poughkeepsie, NY 12601 Salary Range: $60,000.00 - $100,000.00 Salary OverviewSalary Range$60,000.00 - $100,000.00 Salary Account Manager- Personal Lines Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do. Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you’re not just joining a company — you’re joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role is based in our Poughkeepsie, Latham, or Middletown Office. We’re looking for a people-focused Account Manager who can combine relationship-building with sharp benefits expertise to help create a future that’s safer and more secure for our clients. In this role, you’ll manage your own book of business, work closely with our producers and executives, and deliver the kind of client experience that inspires trust and long-term partnerships. If you’re passionate about making complex benefits feel simple, supporting clients through every stage of their journey, and mentoring others to grow alongside you—you’ll thrive here. • Manage your own book of business—acting as the go-to contact, ensuring smooth operations, and delivering outstanding service., • Partner with Account Executives and Producers to design benefits strategies, prepare renewals, and grow client relationships., • Lead client meetings including open enrollments, benefit presentations, and planning sessions—both in person and online., • Build strong carrier relationships to secure the best solutions for each client., • Create and maintain client materials like benefits guides, presentations, and communication pieces using Microsoft Office and HRIS tools., • Stay ahead of industry changes by keeping up-to-date on regulations, compliance requirements, and best practices., • Mentor Assistant Account Managers, providing guidance to help them succeed. Qualifications • A four-year college degree in business or related field, • Proficiency in AI tools and Microsoft Office programs., • Must have own transportation or access to reliable transportation and maintain a valid driver's license throughout employment., • This position requires a NYS P+C brokers license. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. The salary range for this position is $60,000 to $100,000, negotiable and based on commission. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP so valuable: • Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success., • Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success., • No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling, based experience and education. #PGM26 Compensation details: 60000-100000 PIe39d1dbc2482-25405-40438265

• Marshall & Sterling Inc

  

  Assistant Account Manager

  hace 5 días

  Latham

  Position Title: Assistant Account Manager Location: Hybrid • Latham Office - Latham, NY 12110 Salary Range: $57,500.00 - $62,500.00 Salary/year Salary Range$57,500.00 - $62,500.00 Salary/year _ As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do. Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you’re not just joining a company — you’re joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role is based in our Latham Office. The Assistant Account Manager (AAM) supports our Employee Benefits team by serving as a key point of contact for clients and internal partners, ensuring a seamless service experience from onboarding through renewal. This role plays an integral part in managing benefit plan administration, coordinating transactions, supporting open enrollment, and maintaining accurate documentation. The AAM partners closely with Account Managers to strengthen client relationships, provide strategic service support, and help deliver solutions that protect and empower our clients’ businesses and employees. • Serve as a primary contact for clients and carriers, ensuring timely and solution-focused service, • Manage benefit enrollments, policy changes, renewals, and account documentation, • Support and participate in open enrollment meetings and client presentations, • Review policies for accuracy and maintain agency management systems, • Process claims and maintain detailed client and carrier communications, • Identify opportunities to enhance client value through additional services, • NYS Life & Health License required, • Experience in employee benefits insurance and policy administration, • Strong proficiency in Microsoft Office and agency systems; comfortable leveraging AI tools to improve efficiency, • Experience supporting renewals and open enrollment processes, • Professional, client-facing communication skills, • Strong understanding of compliance and documentation standards, • Commitment to staying current on industry and regulatory updates All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. The salary range for this position is $57,500 to $62,500. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. #PGM26 Compensation details: 57500-62500 Yearly Salary PI2eed7242639f-37820-40716521

• Marshall & Sterling Inc

  

  Assistant Account Manager-Employee Benefits

  hace 15 días

  Latham

  Job Description Position Title: Assistant Account Manager-Employee Benefits Location: Hybrid • Latham Office - Latham, NY 12110 Salary Range: $57,500.00 - $62,500.00 Salary/year OverviewSalary Range$57,500.00 - $62,500.00 Salary/year Select Business Unit - Assistant Account Manager Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do. Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you’re not just joining a company — you’re joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role is based in our Latham Office. The Assistant Account Manager (AAM) supports our Employee Benefits team by serving as a key point of contact for clients and internal partners, ensuring a seamless service experience from onboarding through renewal. This role plays an integral part in managing benefit plan administration, coordinating transactions, supporting open enrollment, and maintaining accurate documentation. The AAM partners closely with Account Managers to strengthen client relationships, provide strategic service support, and help deliver solutions that protect and empower our clients’ businesses and employees. • Serve as a primary contact for clients and carriers, ensuring timely and solution-focused service, • Manage benefit enrollments, policy changes, renewals, and account documentation, • Support and participate in open enrollment meetings and client presentations, • Review policies for accuracy and maintain agency management systems, • Process claims and maintain detailed client and carrier communications, • Identify opportunities to enhance client value through additional services Qualifications • NYS Life & Health License required, • Experience in employee benefits insurance and policy administration, • Strong proficiency in Microsoft Office and agency systems; comfortable leveraging AI tools to improve efficiency, • Experience supporting renewals and open enrollment processes, • Professional, client-facing communication skills, • Strong understanding of compliance and documentation standards, • Commitment to staying current on industry and regulatory updates All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. The salary range for this position is $57,500 to $62,500. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. #PGM26 Compensation details: 57500-62500 Yearly Salary PI9000156aae3a-25405-40716521