Financial services representative jobs in Middletown, New YorkCreate job alerts

Job Description State Farm Jobs, Employment in Middletown, NY Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Account Representative- State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification., • Work with the agent to establish and meet marketing goals., • Maintain a strong work ethic with a total commitment to success each and every day. As an Agent Team Member, you will receive... • Salary plus commission/bonus, • Health benefits, • Profit sharing, • Flexible hours, • Valuable experience, • Growth potential/Opportunity for advancement within my office Requirements • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Interest in marketing products and services based on customer needs, • Excellent interpersonal skills, • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams, • People-oriented, • Bilingual - Spanish Preferred, • Property and Casualty license (must be able to obtain), • Life and Health license (must be able to obtain), • Bachelor's degree preferred, • Associate's degree or higher required If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Access Physical Therapy, is a member of the Confluent Health family of physical therapy and occupational therapy companies. We are looking for a full-time Financial Clearance Representative to join our team! At Access Physical Therapy, you'll find an amazing culture because we want our employees to love coming to work and do what they love- helping our patients get back to their everyday lives. We provide you with a fun, family-like environment, support, career growth opportunities and unmatched resources to do amazing work. Come where you can flourish! As a full-time Financial Clearance Representative at ACCESS PT, you can enjoy these benefits : • Competitive salary, • Employee-centric work culture from the top, down!, • Medical, dental, vision, STD, LTD insurances, • Generous PTO, • 401(k) Employer Matching, • Free Life Insurance, • Parental Perks, • Commuter Plan Access (parking and mass transit) - employee funded pre-tax benefit Job Description: The Financial Clearance Representative is responsible for completing accurate and timely insurance verifications prior to services being rendered. This role ensures patient insurance information is verified, coverage details are confirmed, and financial information is communicated appropriately to support efficient patient care and billing processes. The ideal candidate will have prior medical billing or insurance verification experience, strong communication skills, and the ability to resolve billing-related matters professionally and effectively. Job Position: Financial Clearance Representative Job Location: 16 Maybrook Road, Campbell Hall, NY 10916 - Remote Position Job Type: Full-Time (Monday - Friday 8:00 A.M - 4:30 P.M) Salary Description: $16.00-$18.00/hour, based on experience Responsibilities • Perform insurance verification for scheduled patient services in a timely and accurate manner., • Confirm patient eligibility, benefits, coverage limitations, and payer requirements., • Review patient accounts to ensure all required financial and insurance information is complete prior to service., • Maintain accurate documentation of verification activities in the appropriate systems., • Collaborate with clinical and administrative staff to support efficient patient scheduling and registration processes., • Ensure compliance with organizational policies, payer guidelines, and confidentiality standards., • Assist with identifying and escalating complex insurance issues as needed. Qualifications • High school diploma or equivalent required., • Previous medical billing, insurance verification, or healthcare registration experience preferred., • Knowledge of insurance plans, eligibility verification, and healthcare billing terminology., • Strong verbal and written communication skills., • Excellent attention to detail and organizational skills., • Ability to multitask and work effectively in a fast-paced healthcare environment., • Proficiency with electronic medical records (EMR) systems and Microsoft Office applications.

State Farm Insurance Agent located in Middletown, NY is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for James Demmer - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. • Use a customer-focused, needs-based review process to educate customers about insurance options., • Work with the agent to establish and meet marketing goals., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Salary plus commission/bonus, • Health benefits, • Profit sharing, • Paid time off (vacation and personal/sick days), • Valuable experience, • Growth potential/Opportunity for advancement within my agency, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams, • Self-motivated, • Detail oriented, • Ability to make presentations to potential customers, • Property and Casualty license (must be able to obtain), • Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $40,000 - $60,000 My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Middletown, NY and help customers with their insurance and financial services needs, including: • Auto insurance, • Home insurance, • Life insurance, • Retirement planning

Successful State Farm Agent is seeking a qualified professional to join their winning team. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Full Time in Middletown, NY Responsibilities • Establish customer relationships and follow up with customers, as needed., • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive • Retirement benefits, • Salary plus commission/bonus, • Health benefits, • Paid time off (vacation and personal/sick days), • Valuable experience, • Growth potential/Opportunity for advancement within my agency Requirements • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Excellent communication skills - written, verbal and listening, • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams, • Self-motivated, • Detail oriented, • Ability to multi-task, • Ability to make presentations to potential customers, • Property and Casualty license (must be able to obtain), • Life and Health license (must be able to obtain), • Series 6 and 63 (must have currently) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $60,000-$120,000 Compensation: $60,000.00 - $120,000.00 per year My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in, NY and help customers with their insurance and financial services needs, including: • Auto insurance, • Home insurance, • Life insurance, • Retirement planning

Tetra Tech is adding a Senior Solid Waste and Business Development Expert to our Solid Waste/Landfill Design team based in Goshen, NY. At Tetra Tech, we are Leading with Science to solve the world's most complex challenges. Our industry-leading experts in engineering and consulting are committed to driving positive change in communities around the world. For over 50 years, we have been at the forefront of innovation and sustainability. Today we stand as a market leader, offering cutting-edge solutions in water, environment, energy, and international development. Our work has improved more than 625 million lives around the world. Join Tetra Tech to make a real difference. Our work leverages cutting-edge technologies, advanced analytics, and the expertise of world-class scientists and engineers to create meaningful change around the world. Discover your full potential join us to advance your career while leaving a lasting legacy. In this role, you will visualize, develop, and manage multi-disciplinary solid waste and remediation projects on behalf of both public and private waste and remediation clients. Principal geographic focus will be in New York with opportunity to expand into neighboring states. Tetra Tech is a leader in the solid waste industry, and we are looking to grow with a key individual who has a strong interest or contacts in the solid waste landfill, transfer station, recycling, solid waste sustainability, biogas, and related industries. The following duties are considered essential to the role. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. • Plan, develop, coordinate, and direct work for multi-project clients, and multiple clients., • Develop strategic initiatives for continued work with key clients and business sectors, and to implement company growth initiatives., • Direct the work of others and maintain the quality control on projects and on administrative tasks., • Primary point of contact for clients and for maintaining a positive relationship with clients., • Manage multiple company priorities and projects., • Evaluate performance and status of the technical staff, recommend changes in staff positions. Participate in salary reviews and staff management decisions. Help build future company leaders., • Prepare key proposals, including the development of technical plans, schedules, and cost estimates, and preparation with staff and with the client., • Excellent communication, interpersonal, and leadership skills. Ability to think and act critically and strategically. Currently licensed or ability to obtain licensure as Professional Engineer in New Jersey and/or New York. Previous experience with design, permitting, and construction of solid waste projects. Bachelors or Master's Degree in engineering or science discipline and 15+ years' experience. Established client relationships. Excellent overall communication skills. Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to effectively write reports, business correspondence, and procedure manuals. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. To perform this job successfully, an individual should have knowledge of word processing, spreadsheet, scheduling, and accounting software. Must obtain/maintain OSHA HAZWOPER certification per company policy and job duties. Ability to supervise technical and support staff in an office and to provide leadership and mentoring to professional personnel. Ability to carry out supervisory responsibilities in accordance with the organization's policies and applicable laws. Supervisory responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints; and resolving problems. CAD or GIS skills a plus. Regularly required to sit and work at a computer for extended periods; occasional standing and walking within the office environment. Occasionally required to lift/move up to 10 lbs., with infrequent lifting of up to 25 lbs. Requires use of hands for typing, handling materials, and operating office equipment; vision abilities include close vision, depth perception, and the ability to adjust focus. May occasionally travel to field sites (approximately 1030% of the time), which can involve walking on uneven terrain and slopes up to 2:1 or 3:1 grade. When in the field, must be able to wear personal protective equipment (PPE), including a respirator if required, and may need to meet medical clearance standards based on assignment. The work environment characteristics described here are representative of those encountered while performing the essential functions of the job. Reasonable accommodations may be made. Office-based work typically involves low hazard exposure, though noise levels may vary depending on nearby activities or equipment. Outdoor conditions for occasional field assignments may involve exposure to physical and chemical hazards, heat and cold stress, uneven terrain, and other adverse environmental factors; PPEincluding hearing protection and respiratorsmay be required. Noise levels differ by assignment, and appropriate hearing protection may be necessary; reasonable accommodations are available to support employees with disabilities. Travel between sites or offices may be required, with employees expected to operate vehicles safely under varying weather, traffic, and environmental conditions. $115,000 160,000 annually, commensurate with skill level, geography region, and experience. The perks of working at Tetra Tech include: • Comprehensive and market-competitive benefits., • Merit-based financial rewards., • Flexibility and company-wide commitment to work/life balance., • Collaborative team atmosphere that values the contributions of all employees., • Learning and development opportunities for ongoing professional growth. Tetra Tech is the leader in water, environment, and sustainable infrastructure, providing high-end consulting and engineering services for projects worldwide. With 30,000 employees working together, Tetra Tech provides clear solutions to complex problems by Leading with Science to address the entire water cycle, protect and restore the environment, design sustainable and resilient infrastructure, and support the clean energy transition. Tetra Tech is proud to be an Equal Opportunity Employer. All qualified candidates will be considered without regard to race, color, religion, national origin, age, disability, sex, marital or familial status, status as a protected veteran, or any other characteristic protected by law. Tetra Tech is a VEVRAA federal contractor, and we request priority referral of veterans. We invite applications from all interested parties.

Job Description We are currently recruiting for a Member Service Platform Representative to work in our Middletown Branch location. The individual chosen must be willing to contribute to the success of the credit union by providing superior service according to MHV’s Brand Standards. Assist members and potential members with their Credit Union needs by explaining services, setting up new accounts, responding to problems, and directing members to the appropriate people. Additionally, the candidate will be expected to cross sells products and services, perform loan originations and funding according to lending procedures, and perform all teller functions. They will also be expected to perform all responsibilities within the established credit union policy, regulatory compliance, and within the Bank Secrecy Act. This role includes Saturdays and rotating shifts during the week to be a part of the regularly scheduled workweek. The ability to speak Spanish is an asset for this position. Responsibilities include, but are not limited to: • Assisting members and business account owners with opening and closing accounts following the Connect process to include on-boarding, answers questions about products and services, resolving problems that are within their authority and ensuring members' needs are met in a timely manner. Actively selling and promoting the Credit Union's full line of financial products and services in a helpful, friendly manner in order to improve members' financial needs and achieve or exceed established individual and branch goals (scorecard) and utilizing CRM to track all sales activities., • Interviewing credit applicants and obtaining appropriate credit information to originate all consumer loan products. Identifying all possible loan cross sale opportunities and asking for additional loan business to meet member needs. Adhering to loan follow up standards for all consumer loans as well as utilizing all provided tools to acquire loan leads. Booking approved loans and completing the funding process with members., • Functioning as MSR Teller, which includes assisting members with and demonstrating transaction processing through remote channels. Assisting with first line maintenance of equipment (PT, ITM, ATM, TCD, TCR) as well as the reconciliation and settlement of equipment and maintaining the privacy of member account information., • Possessing a comprehensive understanding of all credit union products and services, which includes serving as a Notary Public as needed. Referring problems, that are beyond your authority to the Lead MSR and/or Branch Manager and offer solution recommendations as appropriate., • Maintaining appropriate records and prepare required reports accurately and timely. Comprehending, complying and administering all credit union policies and procedures, including those related to branch security, as outlined in the Employee Handbook, which includes adhering to regulatory compliance guidelines. Performance Measurements include: • Displaying a thorough knowledge of the job and rarely needing to ask questions. Staying abreast of current trends affecting the financial services industry and having an overall knowledge of the credit union, its policies and procedures. Continually expanding knowledge and developing skills and assisting others in the office with daily operations, procedures, opening/closing in the absence of the branch manager. This also includes scoring 85% or higher on product knowledge assessments., • Maintaining member service as a top priority, treating members and other employees professionally with courtesy and respect and upholding MHV Service Standards. Supporting organizational plans, initiatives and direction and maintaining an acceptable attendance/punctuality record including demonstrating adaptability and flexibility, as it pertains to work schedules in order to support the current business needs and is a team player. Maintaining confidentiality, promoting integrity, and supporting the corporate mission as well as maintaining a professional work environment and business-like appearance., • Providing informed, prompt, accurate service and supporting to all members and associates by answering the telephone within two rings and responding to messages or correspondence within 24 hours. Carrying out assigned duties and responsibilities with minimal errors according to established department standards., • Meeting or exceeding established individual sales goals and assisting in meeting the overall branch and organizational goals. Demonstrating sound judgment when making decisions and maintaining established cash limits, as well as PTs, ATMs, TCDs and Recyclers as assigned. Maintaining accurate reporting with regard to consignment items and CTRs and compiling with all credit union policies and procedures, as well as federal regulations. Knowledge and Skills: • One year to three years of similar or related experience., • A high school education or GED., • Personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involving a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication., • Strong time management skills, the ability to manage multiple workloads with successful results, and the ability to work independently. Organizational skills, excellent verbal and written communication skills, and listening skills are important for success in this role. This also includes problem analysis, problem resolution, above average interpersonal skills and strong computer skills (i.e., Microsoft Office)., • Candidates must be able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 50 lbs. Must be capable of climbing / descending stairs in an emergency situation. A normal range of vision and hearing abilities required. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators., • Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance., • Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise., • Candidates must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team and being able to read and carry out various written instructions and follow oral instructions. They also must be able to complete basic mathematical calculations, spell accurately, and understand computer basics as well as speak clearly and deliver information in a logical and understandable sequence. Candidates must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Being able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace is crucial to this role, as well as being able to effectively handle multiple, simultaneous, and changing priorities and being capable of exercising highest level of discretion on both internal and external confidential matters., • Work is generally performed within an office environment, primarily in a climate-controlled environment with minimal safety/health hazard potential. Sedentary, sitting, standing, walking, occasional lifting (overhead, waist level) from floor, bending, frequent near vision use for reading and computer use, standard office equipment available. Benefits include: • Medical, Dental and Vision - with no waiting period for coverage!, • 401(k) with employer match and non-elective employer contribution, • Paid Vacation, Sick time and Holidays, • Life Insurance, • Short-Term and Long-Term Disability Insurance, • Employee Assistance Program, • Tuition Assistance Program, • Professional Development Programs, • Discounted Loan Rates and Fees Equal Employment Opportunity Commitment Mid-Hudson Valley Federal Credit Union (MHV) is an Equal Opportunity Employer. It is our policy to recruit and select applicants for employment without regard to age, sex, sexual orientation, religion, race, creed, color, national origin, military or veteran status, marital status, disability, genetic information, predisposition or carrier status, domestic violence victim status, or any other status protected by applicable law. Reasonable accommodation is provided in compliance with state and federal law. Please tell us if you require a reasonable accommodation to complete the screening and hiring process or if some sort of change or adjustment to the application/interviewing process is required.