. This position is based out of Marshall & Sterling's Poughkeepsie Group Benefits Office. MAJOR RESPONSIBILITIES Achieve... which encompasses personal skills and tools provided by Marshall & Sterling. Collect detailed risk and underwriting information...
proposition which encompasses personal skills and tools provided by Marshall+Sterling. Collect detailed risk and underwriting... information. Develop and deliver formal proposals of insurance utilizing Marshall+Sterling's online system. Follow renewal...
and Planning: Develop, implement, and maintain long-term brand marketing strategies aligned with the Marshall+Sterling's strategic...
of Marshall & Sterling. Maintain professional accreditation necessary to meet agency standards. Participate in continuing...
Description: Communicate effectively with clients and colleagues, analyze confidential client information, and provide financial planning support to advisors through a variety of means including developing financial plans and providing ...
Description: This position may be based primarily in any of the following locations: Poughkeepsie, Middletown, Kingston, Leeds, Scotia, Utica, or Saratoga, NY Provide utmost service to clients by fulfilling major responsibilities as lis...
Description: This opportunity is open to all employee-owners with minimum one year of service with M+S at our upstate locations: Glens Falls, NY, Hoosick Falls, NY, Leeds, NY, Queensbury, NY, Saratoga Springs, NY, Tannersville, NY, Troy, ...
Description: Assist Marketing Manager with Administrative and Marketing Functions. Submit daily marketing activity spreadsheet. Pull Renewal lists for assigned AM's monthly. Request updated rates and benefits from carriers quarterly. ...
Description: Provide superior service and administrative support for department. Provide prompt and efficient assistance according to agency procedures and guidelines in the completion of administrative functions, mail, phone, receptio...
Description: Provide superior service and administrative support for department. Provide prompt and efficient assistance according to agency procedures and guidelines in the completi on of administrative functions, mail, phone, rece...