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ROLE DESCRIPTION: We are on the lookout for a dynamic and efficient specialist to take on the role of an entry level marketing duties and support insurance agents in gaining and keeping customers. As Office Representative with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as a motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income. We look forward to incorporating your energy and marketing perspective into our team as we build success together. RESPONSIBILITIES: Establish customer relationships and follow up with customers, as needed. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Ideally, candidates for this role will know how to meet ambitious individual and team-wide sales quotas. 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. Able to increase profitable sales revenue in the agency through scheduled consultations and sales calls, email, direct mailings, presentations, and various marketing methods used to promote the brand and offer solutions. Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business. QUALIFICATIONS: Dedicated to customer service Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Able to obtain Property and Casualty License Able to obtain a Life/Health License Able to achieve mutually agreed upon marketing goals. Interested in marketing products and services based on customer needs. Able to work in a team environment. Bilingual (Spanish preferred) BENEFITS: Hourly plus commission/bonus Paid time off (vacation and personal/sick days) Learning to market property/casualty, life, health and bank products Setting sales and growth goals Compensation: $31,000.00 - $55,000.00 per year
We’re looking for leadership-oriented individuals to join our Fast Track Management Program. In this program, you’ll have the opportunity to accelerate your path to management, and advance within 12 months. Job Description New York Life Insurance Company and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, fixed and variable* annuities, and mutual funds*. In the Fast Track Management Program, you’ll start as a financial professional to gain hands on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager. Why New York Life? From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the corporate office support our managers and help them impact their agents and communities. Our extensive resources include: · Our NYLIC University training program, designed to provide career-long support and growth includingtuition reimbursement program for certain advanced, professional designation courses · Three highly-skilled teams providing advanced markets support: o Our Advanced Planning Group o Eagle Strategies for qualifying agents who are also Registered Representatives o The Nautilus Group for qualifying agents who pay a monthly subscription fee. · A team of highly-trained, experienced product consultants to support your agents’ client acquisition needs About New York Life We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).** For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. Job Type: Full-time Pay: $47,616.71 - $160,504.54 per year Benefits: 401(k) Dental insurance Flexible schedule Health insurance Life insurance Paid time off Retirement plan Tuition reimbursement Vision insurance Experience: Financial concepts: 1 year (Preferred) Work Location: Hybrid remote in New York, NY 10007
POSITION DESCRIPTION Position: Program Manager Program: VITA Tax Program Reports to: Program Director Salary Range: $60,000 to $65,000 Posted: March 30, 2024 Start Date: Immediately Full – Time- Vita Tax Program About Ariva MISSION: Our mission is to bring economic justice, opportunity and inclusion to our Bronx neighbors and other underserved communities across New York City. VISION: We envision a world where all New York City residents experience economic justice, financial inclusion, and the opportunity to build financially empowered and prosperous lives. We offer free comprehensive financial capabilities services and free income tax assistance at locations around New York City. Information on our projects and programs Position Description The Program Manager is part of Ariva’s management team and has lead responsibility for the management and performance of one year round VITA tax site and up to six seasonal tax sites. The Program Manager has direct supervision of two to three permanent staff and about twelve seasonal employees. The manager is responsible for ensuring that the sites within their portfolio meet all internal and external contract goals. Ariva is one of the most established non-profit free tax assistance organizations in the Bronx. We are an IRS sponsored VITA program and a Certified Acceptance Agent for ITINs. The program serves over 8,000 New Yorker each year at about ten seasonal and three year round locations. The tax team is composed of 5 full-time year-round staff, 20-25 seasonal staff and about 100 hundred volunteers. This job involves frequent local travel to sites around NYC and requires some evenings and weekend hours over the course of the year. During the main filing season (January-April), the Program Manager can expect to work most evenings and Saturdays. Face-to-face in-person service is an essential component of this position. All staff must be vaccinated and must follow the health and safety procedures in our offices. This position is 100% in person. The average work week is 45 hours, more during the income tax filing season and other busy times of year. Ariva is a growing organization, and this position offers the opportunity to grow with us. Responsibilities The Program Manager has full responsibility for the tax sites in their portfolio. The Program Manager directly oversees projects and tax sites and supervises line staff. They also provide coverage as needed in the absence of site staff to ensure seamless and efficient operations of the tax sites. The Tax Program is a VITA program highly regulated by the IRS. The Program Manager ensures that all aspects of the tax sites in their portfolio are fully compliant with all IRS VITA program requirements. Ariva is also a Certified Acceptance Agent for ITINs. This IRS program also has stringent compliance requirements and, in addition, has extensive record keeping requirements. If ITINs are accepted at any of their locations, the Program Manager is responsible for ensuring that Ariva is at all times fully compliant with the requirements of the ITIN program. Responsibilities Specific responsibilities include, but are not limited to: Primary Responsibilities · Tax site performance monitoring and reporting. Ensuring the tax sites at all times meet all IRS and local funders requirements, including but not limited to the ten IRS Quality Site Requirements. · Recruitment, mentoring, retention and supervision of site coordinators and seasonal staff. · Oversight of community outreach campaigns and marketing to support a client pipeline at assigned sites. Maintaining an up-to-date client story bank. · Cultivation and engagement of community partners, financial services partners, and other host partners in the communities where the tax sites are located · Coordinating program integration activities with Ariva’s financial counseling program. · Ensuring a highly professional and client-centered environment at all of Ariva’s tax sites. · Ensuring the tax sites have at all times adequate equipment, technology and supplies and safeguards in place to preserve the privacy and safety of client data. Duties include securely maintaining an equipment inventory of laptops and peripherals, and ensuring the software is up to date, including security and antiviral software. · Participate in weekly Ariva management team meetings. Additional Responsibilities The Program Manager will also have lead responsibility for at least one of the following initiatives: · Direct Ariva’s ITIN program. Ensure that Ariva’s ITIN program is fully compliant with all IRS requirements. · Oversee Ariva’s Senior Citizen Tax Initiative, a program focused exclusively on the tax needs of seniors in our communities. · Oversee Ariva’s tax time savings and asset building initiatives. The assigned manager has lead responsibility in identifying, implementing and monitoring tax time savings efforts at our sites Supportive Responsibilities In addition to the above lead responsibilities, the Program Manager will work closely with and provide support to the Program director in the following: · Contract management. · Reviewing and approving communications content, including website information and social media content related to the tax programs Core Competencies: Minimum three years of experience in managing VITA sites. Seasonal site experience is acceptable. · A demonstrated commitment to and experience working with low-income people and in low-income communities. · Extraordinary customer service skills and high standards of professionalism. · Skilled in managing, motivating and supporting staff and volunteers. · Strong project management skills; ability to simultaneously manage several busy tax sites. · Cultural competence to provide services to the diverse members of our community. · Ability to identify and build new relationships and manage existing ones with community partners. · Computer-literate; comfortable with data management, data entry, and reporting. · Very strong written and verbal communication skills. · Familiarity with CRMs, especially Salesforce and tax software (currently TaxSlayer) · Contract or grant management experience and skills. · Able to work in person and engage in frequent local travel to visit multiple tax sites, primarily in the Bronx. · Willing and able to be flexible in their work schedule; able to accommodate evening and weekend hours to support the tax sites. Depending on project portfolio, additional competencies may be required in: · Services to seniors · ITIN preparation · Asset building and tax time savings. In addition to the above core competencies, the ideal candidate would also have · Basic knowledge of individual income tax returns · Familiarity with social media and some or all of the following applications; Salesforce, Constant Contacts, Wordpress. Salary: $60,000 to $65,000/year, depending on experience. Ariva offers full-time employees subsidized health and dental insurance, generous paid time off and other benefits. This posting will remain open through August 30th, 2024. "Ariva is an Equal Opportunity Employer"
As a Remote Customer Service Agent, you will be the primary point of contact for our customers, providing exceptional service and support from the comfort of your home office. Your role will involve managing customer inquiries, resolving issues, and delivering a positive experience that aligns with our company’s commitment to excellence. This position requires strong communication skills, a problem-solving mindset, and the ability to work independently. Key Responsibilities: Customer Interaction: Handle inbound and outbound customer calls, emails, and chat messages with professionalism and empathy. Address questions, concerns, and requests promptly and effectively. Issue Resolution: Troubleshoot and resolve customer issues, escalating complex cases to higher-level support when necessary. Follow up to ensure issues are fully resolved to the customer's satisfaction. Product Knowledge: Maintain a deep understanding of our products and services to provide accurate information and guidance. Stay updated on any changes or updates to product offerings. Record Keeping: Accurately document customer interactions, feedback, and issues in our CRM system. Ensure all records are up-to-date and reflect the current status of each case. Customer Advocacy: Act as a customer advocate by identifying and communicating trends or recurring issues to the management team. Provide feedback to help improve our products and services. Team Collaboration: Participate in team meetings and training sessions to stay informed about company updates and best practices. Collaborate with colleagues and share insights to enhance team performance. Qualifications: Experience: Previous experience in a customer service role is preferred, but not required. Experience in a remote work environment is a plus. Skills: Excellent verbal and written communication skills. Strong problem-solving abilities and a customer-focused mindset. Proficiency in using CRM software and other customer support tools. Technical Requirements: A reliable high-speed internet connection and a quiet, dedicated workspace free from distractions. Personal Attributes: Self-motivated, detail-oriented, and capable of managing multiple tasks effectively. Demonstrates patience, empathy, and professionalism in all interactions. Benefits: Competitive salary and performance-based incentives. Flexible work hours with the ability to manage your own schedule. Access to ongoing training and professional development opportunities. Health, dental, and vision insurance packages. Supportive and inclusive remote work culture. Join our team and be a key part of delivering outstanding customer service while enjoying the flexibility of working from home.
Genus Logistics is seeking a recent grad interested in learning the logistics and transportation business from the ground up. The right candidate will get a crash course in global shipping operations and international customs clearance procedures. With the emergence of companies like Amazon and explosion of the home delivery services, transportation and warehousing is booming and logistics experience is an asset for anyone looking for a future business career. Requirements • Extremely organized, thorough, reliable (able to meet deadlines and prioritize multiple urgent requests) and comfortable in fast-paced, rapidly changing environment • Ability to multitask and prioritize with the ability to flex into other responsibilities • Must exhibit excellent communication skills and ability to work with others • College degree preferred • Must have basic MS Office and online platform skills Job highlights/ Responsibilities • Prepare, analyze, and/or submit documentation to the appropriate parties (U.S. Customs, agents, clients) in order to ensure they are in accordance with all applicable laws and regulations relating to customs and transportation • Organize ocean, air, and inland transportation along with international inbound and outbound shipments for delivery including coordinating multi-point freight from the original shipper to ultimate consignee to maximize the efficiency • Communicate in a timely manner with domestic/overseas agents, customers, and vendors • Prepare and issue detailed quotations and systematic documents from ocean, air and land freight carriers • Fully respond to all customers’/agents’ questions • Research for competitive shipping rates and actively contact with shipping agencies / carriers for rate quotes and services • Provide actions and necessary assistance to logistics management • Perform other qualified duties as assigned Salary • Commensurate with Experience Job Type/Location • Office environment, Full-time , JFK Area location Benefits: • PTO • Health Insurance Schedule: • Monday to Friday, 40 hours