Financial Intake Specialist jobs in Bennington, VT

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Customer Service Sales Specialist
  • UniTrust Financial Group
  • Troy, NY FULL_TIME
  • Customer Service Sales Specialist


    Location: Remote (Work From Home)
    Key Responsibilities:

    • Provide outstanding customer service to clients inquiring about insurance products.
    • Drive sales by assisting clients in choosing appropriate insurance coverage tailored to their needs.
    • Work with leads provided by the company; no cold calling or door-to-door sales required.
    • Maintain a client-focused approach, ensuring customer satisfaction and building long-term relationships.
    • Complete required training and obtain necessary insurance license.
    • Embrace a flexible work-from-home environment with self-paced, virtual training.
    • Uphold the values of transparency, integrity, diversity, and relentlessness in all interactions.

    Requirements:

    • Must be self-motivated and driven to succeed in a commission-based role.
    • No prior experience required; comprehensive training will be provided.
    • Excellent communication and interpersonal skills.
    • Ability to work independently and manage time effectively.
    • Full-time availability, with a commitment to a flexible work schedule.
    • Passion for providing excellent customer service and support.
    • Commitment to upholding company values and client satisfaction.

    Benefits:

    • Work from the comfort of your own home with a virtual, remote setup.
    • Flexible hours to support work-life balance.
    • Opportunity for uncapped earning potential through commissions.
    • Comprehensive training and support provided to obtain the required insurance license.
    • Entry-level position with opportunities for career growth and advancement.

    Job Type: Commission Only

    InsuraTec Services Group is an equal opportunity employer, promoting diversity and inclusion in the workplace. We encourage individuals of all backgrounds to apply.

  • 4 Days Ago

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Financial Coordinator
  • Arnoff Moving and Storage
  • Malta, NY FULL_TIME
  • Overview:We are seeking a detail-oriented and analytical Finance Coordinator to join our team. As a Finance Coordinator, you will be responsible for assisting with financial operations and ensuring ac...
  • 10 Days Ago

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Sales Manager - Remote
  • UniTrust Financial Group
  • Troy, NY FULL_TIME
  • Sales Manager - Remote Location: Remote Experience Level: Entry-Level Join our team as a Remote Sales Manager and become an integral part of our innovative approach to insurance sales. As a Sales Mana...
  • 3 Days Ago

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TeleSales Representative - Remote
  • UniTrust Financial Group
  • Troy, NY FULL_TIME
  • TeleSales Representative- Remote Job Description: Are you a self-motivated, driven individual with a passion for sales and client management? InsuraTec Services Group is seeking enthusiastic TeleSales...
  • 4 Days Ago

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Field Sales Agent
  • The WRS Group - Symmetry Financial
  • Bennington, VT CONTRACTOR
  • We are actively hiring for Licensed Life Insurance Agents or those looking to become licensed in life insurance to expand our team. We are a Life Insurance Agency partnered with Symmetry Financial Gro...
  • 1 Month Ago

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Financial Center Manager
  • Berkshire Bank
  • Arlington, VT FULL_TIME
  • Division: Retail Banking Department: Various – Branch Network Reports to: FVP, Regional Financial Center Manager Status: Exempt/Officer Grade: 9 Pay Range: $52,000 - $87,568 Actual compensation within...
  • Just Posted

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0 Financial Intake Specialist jobs found in Bennington, VT area

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Fuel Compliance Officer - 12 Month Register
  • Department Of The Treasury
  • Brattleboro, VT
  • Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION? A description of the business units can be found at: https://ww...
  • 4/24/2024 12:00:00 AM

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Finance Specialist - Faculty Practice Support
  • Albany Medical Center
  • Albany, NY
  • Department/Unit: Budget & Planning Work Shift: Day (United States of America) Salary Range: $65,057.00 - $107,343.00 Thi...
  • 4/23/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Rutland, VT
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/23/2024 12:00:00 AM

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NY FarmNet Financial Consultant, FarmNet: SC Johnson College of Business - Oneonta, New York
  • Cornell University
  • Albany, NY
  • The SC Johnson College of Business: Leading at the intersection of people, business, and technology, the Cornell SC John...
  • 4/23/2024 12:00:00 AM

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AVP Branch Manager
  • Hfcuvt
  • Bennington, VT
  • ** AVP Branch Manager** **Job Category****:** Management **Requisition Number****:** AVPBR01106 Showing 1 location **Job...
  • 4/22/2024 12:00:00 AM

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Branch Manager
  • Bank of Greene County
  • East Greenbush, NY
  • Job Type Full-time Description DEPARTMENT: Branch LOCATION: East Greenbush, NY REPORTS TO: Regional Branch Officer SUPER...
  • 4/21/2024 12:00:00 AM

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Project Manager- Compliance Engineer
  • HRP Associates, Inc.
  • Clifton Park, NY
  • HRP Associates, Inc. is seeking a Project Manager to join our growing compliance engineering team out of our Clifton Par...
  • 4/20/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Saratoga Springs, NY
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 4/15/2024 12:00:00 AM

Bennington is located in southwestern Bennington County at 42°53′28″N 73°12′29″W / 42.89111°N 73.20806°W / 42.89111; -73.20806. To the west is New York State, Pownal, Vermont is to the south, Shaftsbury, Vermont is to the north and Woodford, Vermont is to the east. Due to its location in the southernmost portion of Vermont, it is geographically closer to the capital cities of Albany, Hartford, and Concord than it is to its own state capital, Montpelier. According to the United States Census Bureau, the town has a total area of 42.5 square miles (110.1 km2), of which 42.2 square miles (109.4...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Intake Specialist jobs
$46,639 to $65,528
Bennington, Vermont area prices
were up 1.5% from a year ago

Financial Intake Specialist in Louisville, KY
Performs eligibility and or similar, comparable, or related duties as may be required or assigned.
January 31, 2023
Resolves all customer requests, inquiries, and concerns in an expedient and respectful manner.
February 15, 2023
Manages work assignment to ensure all tasks and coordination notes are completed in a timely manner.
February 17, 2023
Initiates one time letters of agreement (LOAs) and negotiates rates as dictated by established policies and procedures in a timely manner.
February 19, 2023
Reviews and replies to branch location's urgent requests in a timely and accurate manner.
April 03, 2023
Reviews and replies to branch location s urgent requests in a timely and accurate manner.
April 27, 2023
Obtains all authorization as needed from payer for services ordered/requested in a timely manner.
May 01, 2023
Serves as a liaison between the branch location and the payer on a regular basis.
May 17, 2023