Client Relationship Insurance Advisor
3 weeks ago
The Client Relationship Insurance Advisor role at World Insurance Associates, LLC. offers a unique opportunity to work with businesses and individuals to bring risk management solutions to their operations. As a key member of our sales team, you will identify, prospect, cultivate, and close new commercial clients (small, medium, large) leveraging the company's niche expertise.
Your responsibilities will include engaging in sales and marketing efforts, managing your sales funnel, and utilizing the company's broad platform to offer a range of risk management solutions to clients. This may include traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services.
Candidates should have proven experience with a range of insurance solutions, a willingness to build trust with clients, and the ability to maintain relevant insurance licenses from the start. Experience with sales CRM platforms like HubSpot and insurance agency management software is also beneficial.
Base compensation for this position will range from $80,000 to $200,000+, influenced by experience and revenue growth. Compensation increases with your book of business, allowing significant potential for success.
World promotes a culture of diversity and inclusion.
-
Client Relationship Manager
4 days ago
Port Chester, New York, United States Anteriad Full timeTechnical Account Manager (TAM)We are seeking a seasoned professional to join our Intelligence and Analytics team at Anteriad in Rye Brook, NY.About the RoleThe selected candidate will support the analytics team in maintaining active relationships with clients, resolving business and technical issues, and preparing for client...
-
Insurance Client Advocate
3 weeks ago
Port Jervis, New York, United States JAMES DEMMER INSURANCE AGENCY INC Full timeAbout the RoleAt James Demmer Insurance Agency Inc., we are seeking a highly motivated and sales-driven professional to join our team as an Account Representative. As an Account Representative, you will play a crucial role in helping our business grow through value-based conversations and exceptional customer service. This is a fantastic opportunity for a...
-
Senior Relationship Financial Advisor
3 weeks ago
Port Jefferson Station, New York, United States Bank of America Full timeCompany OverviewAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and tailored solutions. Our team is dedicated to building strong relationships with our clients and providing them with the expertise and resources they need to succeed.
-
Client Relationship Specialist
3 weeks ago
Port Chester, New York, United States The Shade Store Full timeThe Position: Customer Experience ManagerWe are seeking a customer-focused professional to manage client projects and deliver exceptional luxury experiences. You will work closely with clients throughout their journey, ensuring their needs are met and exceeded.
-
Account Relationship Manager
3 weeks ago
Port Jervis, New York, United States JAMES DEMMER INSURANCE AGENCY INC Full timeAbout the RoleAs an Account Relationship Manager with James Demmer Insurance Agency Inc., you will be responsible for building and maintaining strong relationships with our customers. This is an exciting opportunity for a highly motivated individual who is passionate about delivering exceptional customer experiences and helping our business grow.This...
-
Customer Relationship Manager
6 days ago
Port Washington, New York, United States Citigroup, Inc. Full timeCustomer Relationship Manager Job SummaryAt Citigroup, Inc., we are seeking a highly skilled and experienced Customer Relationship Manager to join our team in Port Washington, New York. As a key member of our Branch Service team, you will be responsible for building strong relationships with our clients, promoting digital capabilities, and executing all...
-
Relationship Manager
6 days ago
Port Jefferson Station, New York, United States The Bank of America Corporation Full timeAt Bank of America, our goal is to deliver exceptional client experiences through personalized financial solutions. With a strong focus on responsible growth, we strive to make a positive impact on our customers' lives.We are seeking a talented Relationship Banker to join our team. As a key member of our client-facing staff, you will be responsible for...
-
Account Service Specialist
1 day ago
Port Jervis, New York, United States JAMES DEMMER INSURANCE AGENCY INC Full timeAt JAMES DEMMER INSURANCE AGENCY INC, we are seeking a highly motivated and results-driven Account Representative to join our team. As an Account Representative, you will play a critical role in driving business growth through effective lead development, appointment scheduling, and customer relationship management.The successful candidate will have excellent...
-
Client Success Strategist
3 weeks ago
Port Washington, New York, United States AGILANT SOLUTIONS INC. Full timeAbout the RoleWe are seeking a highly skilled Client Success Strategist to join our team at Agilant Solutions Inc. This role will focus on building and maintaining strong relationships with clients, ensuring their success and satisfaction with our products and services.Salary: $150-250K OTE based on experience and qualificationsLocation: Port Washington, NY...
-
Financial Services Representative
3 weeks ago
Port Jervis, New York, United States JAMES DEMMER INSURANCE AGENCY INC Full timeJob Title: Financial Services Representative - Insurance Agent Team MemberAre you looking for a rewarding career in finance that offers excellent income and growth potential? Do you have a passion for helping people manage risk and achieve their financial goals? If so, we encourage you to apply for the Financial Services Representative - Insurance Agent Team...
-
Customer Relationship Banker
1 month ago
Port Jefferson Station, New York, United States Bank of America Full timeJob DescriptionWe are seeking an experienced Relationship Banker to join our team at the Port Jefferson Station Financial Center in New York. As a Relationship Banker, you will be responsible for engaging clients in the lobby, educating them on conducting transactions through self-service resources, and accurately processing cash transactions.Your key...
-
Agent Team Member
3 weeks ago
Port Jervis, New York, United States JAMES DEMMER INSURANCE AGENCY INC Full timeAbout Our Ideal CandidateWe are looking for a talented and driven individual to fill the role of Account Representative at James Demmer Insurance Agency Inc. The ideal candidate will possess excellent communication and interpersonal skills, a strong work ethic, and a passion for helping others. Previous sales experience is preferred, but not required. If you...
-
Customer Relationship Manager
5 days ago
Port Jefferson Station, New York, United States Disability Solutions Full timeJob Description">In this role, you will be responsible for engaging clients in the lobby to educate and assist them with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. You will also be responsible for accurately and efficiently processing cash transactions for clients as needed.Key...
-
Account Relationship Manager
3 days ago
Port Chester, New York, United States Zachys Wine & Liquor Full timeKey ResponsibilitiesManage client relationships and drive sales growth through tailored solutionsProvide exceptional customer service through proactive communication and issue resolutionSupport store functions including sales and merchandising effortsAssist with special projects and ad hoc requests from Senior ManagementAttend industry events and tastings to...
-
Insurance Professional with Growth Potential
3 weeks ago
Port Washington, New York, United States New York Life - Nassau General Office Full timeWe are seeking a highly motivated and results-driven individual to join our team at the New York Life - Nassau General Office. This role presents a unique opportunity to build a successful career in financial services, with a focus on growth and development.About the OpportunityAs a Financial Professional, you will work closely with clients to understand...
-
Insurance Development Specialist
4 days ago
Port Jervis, New York, United States Joel Mermelstein - State Farm Agent Full timeJob SummaryWe are seeking a highly skilled Field Sales Representative to join our team. As a representative, you will be responsible for identifying new business opportunities, developing and implementing sales strategies, and building strong relationships with existing clients.Your key responsibilities will include:Conduct market research to identify new...
-
Client Service Director
1 day ago
Port Washington, New York, United States WFA Staffing Group Full timeJob OverviewAt WFA Staffing Group, we are seeking a highly skilled Client Service Director to represent our company by presenting our contract manufacturing capabilities to current or potential customers.This individual will oversee project management and serve as a primary liaison for both internal and external customer service.Works with project...
-
Relationship Banking Professional
4 weeks ago
Port Jefferson Station, New York, United States Webster Bank Full timeWebster Bank Overview">At Webster Bank, we're passionate about serving our clients and supporting our communities. Our values of Integrity, Collaboration, Accountability, Agility, Respect, Excellence guide everything we do.">Job Summary">We're seeking a skilled Banking Center Relationship Banker II to join our team. This role is responsible for delivering...
-
Insurance Line Personal Account Professional
4 days ago
Port Washington, New York, United States Pryor Associates Executive Search Full timeAbout Pryor Associates Executive SearchWe are seeking an experienced Insurance Only Personal Line Account Executive or Account Executive Assistant to join our team in New York. The ideal candidate will have a strong background in High Net Worth carriers, including Chubb, PURE, AIG, and CINCINNATI INSURANCE.Key Responsibilities:Underwriting and remarketing of...
-
Service Advisor
2 days ago
Port Washington, New York, United States Monro Inc. Full timeKey ResponsibilitiesProvide exceptional guest care experiences, ensuring all interactions meet or exceed our high standards.Develop and execute effective sales strategies to drive growth and meet sales targets.Build strong relationships with guests, understanding their needs and preferences.Stay up-to-date on products and services, effectively communicating...