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 role may be based in any of the following branch locations: Scotia, Utica, Leeds or Saratoga, NY We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the dep...
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...
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, recept...
. 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...
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 completi on of administrative functions, mail, phone, rece...
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 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, ...