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NYC OPTICAL is a leading provider of comprehensive eye care services dedicated to improving our patients' vision and overall eye health. Our team of experienced professionals offers personalized care with a commitment to excellence. We are currently seeking a detail-oriented Insurance Payment Data Entry Specialist to join our dynamic administrative team. Job Overview: The Insurance Payment Data Entry Specialist will be responsible for accurately entering and managing insurance payment data within our billing system. This role involves handling various aspects of insurance claim processing, patient account management, and ensuring timely and accurate payment processing. Key Responsibilities: Enter and maintain accurate insurance payment information in the clinic’s billing system. Verify patient insurance details and payment amounts to ensure accuracy. Assist with the preparation, submission, and follow-up of insurance claims. Resolve discrepancies and address issues related to insurance payments and claims. Communicate effectively with insurance companies, patients, and clinic staff to facilitate smooth payment processing. Maintain organized and up-to-date records of all transactions and communications related to insurance payments. Ensure compliance with relevant regulations and standards. Qualifications High school diploma or equivalent; associate’s or bachelor’s degree in a related field is a plus. Previous experience in insurance payment processing, data entry, or a similar role preferred. Strong attention to detail and accuracy in data entry. Proficiency in medical billing software and Microsoft Office Suite (Excel, Word). Excellent organizational and time-management skills. Strong communication skills and the ability to work effectively. Knowledge of medical terminology and insurance procedures is an advantage. NYC Optical is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Job Types: Full-time, Temp-to-hire Pay: $17.00 - $21.01 per hour Expected hours: 40 per week Benefits: Employee discount Flexible schedule Paid time off Vision insurance Schedule: 8 hour shift Monday to Friday No weekends Experience: Microsoft Excel: 1 year (Required) Ability to Commute: Brooklyn, NY 11239 (Required) Ability to Relocate: Brooklyn, NY 11239: Relocate before starting work (Required) Work Location: In person
ProSentry seeks successful salespersons to fulfill the uptick in demand for our system to both meet a May 2025 deadline in New York City for gas leak detectors in all multi-unit residential buildings, as well as insurance discounts and requirements for water leak detection. As an SDR you will play a key role in establishing the ubiquity of ProSentry. This position requires you to identify and generate qualified leads and convert them to sales, while nurturing long-term client relationships. ProSentry SDRs are knowledgeable, polished professionals who understand the stakes to building staff, managers, and residents when a water or gas leak or mechanical malfunction occurs. ProSentry is the groundbreaking Protech system preferred by building management companies and co-operative boards throughout New York City. Our system monitors the building and alerts multiple stakeholders to water leaks, gas leaks and failures in mechanical systems within seconds. By mitigating damage and loss, ProSentry saves buildings from costly damage and helps them operate more efficiently. Our company requires dedication, strong teamwork, and ongoing learning and provides a sophisticated, collegial, ambitious environment where employees are well compensated and provided with full benefits. As a member of a small team, you will have exceptional opportunities for professional development and promotion while becoming a specialist in a technology that is defining the future of building monitoring. Skills & Qualifications Effective prospecting and lead generating, including via LinkedIn outreach Facile user of CRM systems (HubSpot) Excellent communication skills, in speech and writing for cold calling, email sequencing and campaigns, and for developing and maintaining long-term relationships with clients Excellent style and grooming; at ease in a variety of professional settings with diverse professionals and stakeholders Effective at cold calling to qualify and convert leads to sales Ability to set, plan, and follow through scope of work Knowledge of NYC real estate High degree of organization and attention to detail. Exceptional ability to create and manage sales pipeline Experience working effectively within a team to support proposals and present at sales presentations 2+ years of experience in sales or business development. Experience in building management or building solutions is an advantage. Key Responsibilities: Lead Prospecting and Outreach Prospecting: Identify potential clients, focusing on industries and company sizes that fit the description of our ideal customer profile. Cold Calling: Initiate telephone calls to decision-makers, qualify potential clients, and effectively offer ProSentry as their building monitoring and risk mitigation system. Email Campaigns: Develop and deploy email campaigns that describe ProSentry accurately as an effective monitoring system; tailor the email as required for personal communication. LinkedIn Outreach: Use LinkedIn Sales Navigator effectively to develop relationships with potential clients and generate qualified leads. Tracking and Reporting: Accurately record all prospecting activities, interactions, and outcomes in our CRM system. Report & present traction to the Sales Team weekly. Sales Support Meeting Coordination: Schedule and confirm meetings between the sales team and potential clients for timely follow-ups. Proposal Development: Collaborate with the sales team to prepare custom proposals for each client. Sales Presentations: Assist sales team preparing presentations; co-present during sales meetings and presentations; ensure accuracy and consistency in tone, delivery, and information. Competitor Analysis: Keep current with competitors' offerings, pricing, and strategies to help identify opportunities for product and service improvements, new offerings, and to refine sales and marketing strategy and brand identity. Market Research: Collect and analyze insights from research and experience to refine the Ideal Customer Profile (ICP) to accurately reflect market trends. Site Visits: Visit buildings to better understand what clients require and to build rapport with them. Note important information and share it with the team developing the sales strategy. Event/Conference Support: Attend industry events and trade shows as a representative of ProSentry to meet potential colleagues and clients, build relationships and generate leads. Assist with booth setups, seek out and speak with attendees about ProSentry as the potential right solution for their buildings’ needs. Digital Marketing Support: Collaborate with the marketing team on digital marketing initiatives to increase exponentially the number of qualified leads. Sales Pipeline Management and Reporting CRM Management: Maintain accurate and up-to-date records in our CRM system. Pipeline Organization: Manage the sales pipeline effectively, ensuring timely follow-up calls and meetings to close sales and generate new leads. Progress Reporting: Provide regular updates to sales team and manager on information in the pipeline and metrics re: leads, qualified leads, potential sales; sales under contract to the sales team and leadership. Performance objectives Meet or exceed quarterly sales targets of $1MM in revenue. Maintain a 25% conversion rate on qualified leads. Generate 50+ new leads per month through outreach and networking. Seniority level Early career; sales experience required; 2-years experience preferred. Employment type Full-time; hybrid, non-exempt from overtime Job function Sales and Business Development Industries Real Estate Property Technology ProSentry is an equal opportunity employer that complies with all ADA requirements.
About our client: We are a dynamic and client-focused investment advisory firm specializing in providing tailored financial solutions. We pride ourselves on our commitment to excellence, innovative strategies, and fostering long-term relationships with our clients. Our expertise spans diverse markets, including the U.S., China, and Europe. Position Overview: We are seeking a passionate and results-driven Investment Advisor to join our team. The ideal candidate will excel at understanding client needs, crafting personalized investment strategies, and maintaining a deep knowledge of global financial markets. If you are a motivated professional with a strong ability to guide clients toward achieving their financial goals, we encourage you to apply. Key Responsibilities - Develop and maintain strong relationships with clients by understanding their financial objectives and risk tolerance. - Create and implement customized investment strategies tailored to individual client needs. - Actively monitor and manage client portfolios, ensuring alignment with market trends and changes. - Provide expert advice on market conditions, investment opportunities, and asset allocation. - Stay updated on global market trends, with a particular focus on the U.S., China, and European markets. - Collaborate with the advisory team to enhance client experience and refine investment offerings. - Ensure compliance with regulatory requirements and company policies. Qualifications - Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s or CFA preferred). - Proven experience as an Investment Advisor, Financial Planner, or similar role. - Strong understanding of global markets, particularly the U.S., China, and Europe. - Excellent analytical skills and proficiency in financial planning tools. - Outstanding communication and interpersonal skills, with a client-first approach. - Ability to work independently and as part of a collaborative team. - FINRA Series 7 and 66 (or 63 and 65) licenses required. Why Join Us? - Competitive salary and performance-based bonuses. - Comprehensive benefits package, including health insurance, retirement plans, and professional development opportunities. - A supportive and inclusive work environment that values growth and innovation. - Access to cutting-edge tools and resources to serve clients effectively. How to Apply Please submit your resume and a cover letter detailing your qualifications and interest in the Investment Advisor position. Applications will be reviewed on a rolling basis, and early submissions are encouraged. Holee is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.