This position supports the NYSOH advisor, through service and strategic initiatives that help grow and maintain this segment of our Medicare division. These are the fundamental components of the job: Provide support to the NYSOH Marketplace Consultant and their clientele…
These are the fundamental components of the job: Assist with various administrative projects which may include, correspondence, meeting minutes, RFP’s, tracking and reporting, creation and modification of various documents and presentations utilizing MS Office, calendaring, data entry, filing and project…
These are the fundamental components of the job: Responsible to deliver a combination of exceptional customer service and administrative functions in support of service staff and Financial Advisors, including but not limited to: maintaining client files, Advisor’s schedules, managing calendars,…
These are the fundamental components of the job: Manage an established book of business assigned specifically to you which would include renewals, providing summaries, ordering and issuing binders, certificates, policies, proposals and other insurance documents within designated timelines Conduct consultative…