Top 149 Insurance Jobs in Windsor Ny

FINANCIAL ADVISOR
The Carlisle Group —Binghamton, NY
- $75,000 - $90,000 a year
- Weekends as needed
- Microsoft Outlook
- Mid-level
- Office
- Paid training
Quick Apply
Account Manager - Commercial Insurance (Construction / Contractors)
IOA National, Inc. —Binghamton, NY
- $65,000 - $80,000 a year
- Full-time
- Microsoft Outlook
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
7d
Agent-Insurance
The Atlantic District —Susquehanna, PA
- $220,000 - $250,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
4d
Health Insurance Navigator
Southern Tier Independence Center —Binghamton, NY
- $19 an hour
- Full-time
- Microsoft Excel
- Experience working with individuals with disabilities
- Sales
- Disability insurance
- Health insurance
Quick Apply
11d
Licensed Sales Professional (LSP) - NY
Allstate —New York State
- $36,000 - $100,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
Benefits Specialist, HR - Total Rewards- Full Time
The Guthrie Clinic —Binghamton, NY
- $26.11 - $40.74 an hour
- Full-time
- Mid-level
- High school diploma or GED
- 2 years
- Dental insurance
Quick Apply
14d
Insurance Property Inspector
Information Providers, Inc —Susquehanna, PA
- $20 - $28 an hour
- Part-time
- Remote
- Computer literacy
- Windows
- Driver's License
- Flexible schedule
Quick Apply
Associate Data Analyst - 1147
Security Mutual Life Insurance —Binghamton, NY
- $28.42 - $35.00 an hour
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
Quick Apply
7d
Dental Insurance Coordinator/Front Desk
Missih Dental Care & Periodontics —Johnson City, NY
- $20 - $25 an hour
- Full-time
- Dental office
- In-person
- 1 year
- Dental insurance
- Paid time off
Quick Apply
1d
Part-Time Insurance Payment Poster
Lalor Family Dental —Johnson City, NY
- $16.50 - $18.50 an hour
- Part-time
- Dental office
- Word processing
- Computer literacy
Quick Apply
Account Representative - State Farm Agent Team Member
John M. Paulin - State Farm Agent —Johnson City, NY
- $50,000 - $100,000 a year
- Full-time
- Office
- Communication skills
- Marketing
- Paid time off
- Opportunities for advancement
Quick Apply
Receptionist - State Farm Agent Team Member
Diane Meeker - State Farm Agent —Johnson City, NY
- $37,000 - $42,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Paid time off
- Opportunities for advancement
Quick Apply
Insurance Premium Auditor (Part-Time | Field & Hybrid Audits)
RLD Associates, Inc. —Binghamton, NY
- $30 - $45 an hour
- Part-time
- Hybrid work
- Customer service
- Mid-level
- Office
- Paid training
- Flexible schedule
Quick Apply
13d
Medicare Field Agent- Northern PA
Humana —Susquehanna, PA
- $80,000 - $125,000 a year
- Weekends as needed
- Local
- Public speaking
- Driver's License
- Paid holidays
- Health insurance
Account Manager - Commercial Insurance (Construction/Contractors)
Insurance Office of America, Inc. —Johnson City, NY
- $60,000 - $115,000 a year
- Full-time
- 3 years
- High school diploma or GED
- Business development
- Paid holidays
- Health insurance
Quick Apply
6d
Customer Service Representative - 1145
Security Mutual Life Insurance —Binghamton, NY
- $19.02 - $21.03 an hour
- Overtime
- Microsoft Word
- Spanish
- Mid-level
Quick Apply
Associate Human Resources Generalist - 1139
Security Mutual Life Insurance —Binghamton, NY
- $25.48 - $32.00 an hour
- Online Application
- Microsoft Excel
- Microsoft Outlook
- Research
Quick Apply
Account Representative - State Farm Agent Team Member
James Rollo - State Farm Agent —Binghamton, NY
- $50,000 - $75,000 a year
- Full-time
- Office
- Communication skills
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Multi-Line Representative - State Farm Agent Team Member
James Rollo - State Farm Agent —Binghamton, NY
- $50,000 - $100,000 a year
- Full-time
- Office
- Organizational skills
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Billing Specialist- Claims Processing
Union Volunteer Emergency Squad —Endicott, NY
- $23.83 - $25.04 an hour
- Full-time
- Hybrid work
- Customer service
- Medical office experience
- BLS Certification
- Paid training
- 403(b) matching
Quick Apply
12d

I want to receive the latest job alert for insurance in windsor ny

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

insurance jobs near windsor ny

FINANCIAL ADVISOR

The Carlisle Group -
Binghamton, NY

Quick Apply

Job Details

Full-time
$75,000 - $90,000 a year

Benefits

Paid training

Qualifications

Confidential information handling
Customer relationship building
Microsoft Outlook
Phone communication
CRM system proficiency
Cross-functional collaboration
Grammar Experience
Team motivation (leadership skill)
Cross-functional communication
Quality data entry
Client interaction via phone calls

Full Job Description

The Carlisle Group has been retained to find a Financial Advisor. Our client is a Christian financial advisory firm that is a Registered Investment Advisor dedicated to helping others maximize their stewardship of God’s resources. This organization serves a growing number of individual investors, families, businesses, and nonprofit organizations in building a lasting legacy. This position is located in Binghamton, NY. The salary range for this role goes to $90k.

They were founded in 1990. The headquarters is in Lancaster, PA. They also have offices in FL (Fort Myers, Naples, and Tampa), and NY (Binghamton and Corning). They oversee approximately $1.2B in assets under management and provide all types of services to include wealth management, insurance planning, retirement planning, estate planning, tax-wise charitable giving, and family legacy. This opportunity is available due to growth at the firm.

Essential Duties and Responsibilities:

Provide expert guidance to meet the financial planning needs of individuals and businesses, including retirement, insurance, investment, estate, business planning, and education funding.
Develop holistic financial solutions by understanding clients' goals and visions to put them on a path to financial success.
Communicate with clients about financial products and market trends, supported by the firm's network of financial specialists.
Meet with clients to determine financial objectives, risk tolerance, income, expenses, and assets.
Offer strategic advice on investments, insurance coverage, and debt management tools.
Secure products, establish accounts, and move money in compliance with regulations.
Perform market research to stay current with financial trends with our Faithward Capital team.
Prepare financial documents such as income projections and investment reports.
Review client accounts regularly to adjust plans as needed due to personal or financial changes.
Analyze market performance, investments, and client data to develop strategies for financial goals.
Execute accurate reporting for sound analysis and recommendations.
Regularly contact clients to understand changes in their financial status and answer questions about financial plans and strategies.
Implement financial plans or refer clients to other professionals for additional support.
Respond to phone calls, texts, and e-mails in a timely fashion.
Build and maintain client bases, keep financial plans up-to-date, and continually grow the portfolio of new clients.
Identify and pursue potential clients to sustain a strong client base.
Attend networking meetings, ask for referrals for new clients.
Utilize the firm’s wealth management team to guide advisory services.
Collaborate with client service team, tax, legal, and insurance professionals to develop comprehensive financial roadmaps.
Maintain compliance with financial industry rules and regulations.
Continue professional development through classes, workshops, webinars, and associations.
Follow and adhere to Company policies, procedures, and guidelines.
Be willing to learn about the industry and help us maintain and grow firm’s marketplace position.
Attend business meetings and training as required.
Perform other administrative tasks and special projects assigned.

Position Requirements and Skills:

Maintain a professional attitude and appearance.
Possess the ability to connect with a variety of personalities.
Live out Faithward Formula.
Exhibit strong leadership skills – leads by example and helps motivate others to do their best.
Utilize extremely strong phone skills – high energy and passion for helping others.
Be a team player who thrives working with a tight-knit company where their activities directly affect the bottom line.
Be enthusiastic about providing the best possible customer service for clients and customers.
Possess a roll up your sleeves, and all hands-on deck mentality to cross functional tasks and assignments.
Be self-motivated and results driven with proven ability to succeed – desire to grow both professionally and personally.
Possess strong relationship management and the ability to drive multiple tasks to completion successfully.
Be a resourceful team player and a positive “can-do” attitude.
Ability to work in a fast-paced environment.
Think and act like an entrepreneur and take an ownership mentality in all that is done in this position.
Be detail oriented and helpful.
Perform accurate data entry within specified time frames.
Possess the ability to use or quickly learn specific CRM and other business software.
Exhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organization.
Possess excellent organization, problem solving, and planning skills.
Demonstrate excellent time management skills and ability to adhere to schedules/deadlines.
Be dependable and safety oriented.
Ability to work some nights and weekends as needed.
Maintain a good attendance record and travel as required.

Experience (preferred or required):

Bachelor’s degree from four-year college or university.
2+ years of financial advisor experience with licenses OR 10+ years of B2B or B2C sales experience (will pay for training and the necessary licenses).
Experience with professional networking, sales, and/or lead generation.
Skilled relationship-builder required.
Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams required.
Personal integrity and an ability to maintain the confidentiality of company and client information required.
Knowledge of the securities, insurance, and mutual fund industries preferred.
Experience with financial planning and CRM software preferred

"The salary range provided is a good faith estimate representative of all potential geographic locations. The final offer will be determined based on the candidate's primary work location, experience, and specific skills. Benefits are subject to the terms of the specific plan documents."

#IND123

Quick Apply

Refine Your Search

insurance jobs in windsor ny

FINANCIAL ADVISOR

Account Manager - Commercial Insurance (Construction / Contractors)

Agent-Insurance

Health Insurance Navigator

Licensed Sales Professional (LSP) - NY

Benefits Specialist, HR - Total Rewards- Full Time

Insurance Property Inspector

Associate Data Analyst - 1147

Dental Insurance Coordinator/Front Desk

Part-Time Insurance Payment Poster

Account Representative - State Farm Agent Team Member

Receptionist - State Farm Agent Team Member

Insurance Premium Auditor (Part-Time | Field & Hybrid Audits)

Medicare Field Agent- Northern PA

Account Manager - Commercial Insurance (Construction/Contractors)

Customer Service Representative - 1145

Associate Human Resources Generalist - 1139

Account Representative - State Farm Agent Team Member

Multi-Line Representative - State Farm Agent Team Member

Billing Specialist- Claims Processing

I want to receive the latest job alert for insurance in windsor ny

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected