Sales Jobs in Millbrook, NY

Description:

Sales oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through the agency. Capable of aggressively pursuing and closing sales of new and existing commercial lines accounts and retaining book of commercial lines business. Value oriented selling process. Commission based compensation.

This position is based out of Marshall & Sterling's Poughkeepsie Group Benefits Office.

MAJOR RESPONSIBILITIES

• Achieve minimum sales and other objectives as agreed upon.
• New business growth adequate to maintain and grow overall account.
• Develop and maintain pipeline of prospects which will allow for achievement of sales and retention goals.
• Develop value 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 workflows to ensure retention of accounts.
• Refer clients and prospects to other divisions of Marshall & Sterling.
• Delegate client service needs appropriately.
• Establish and follow through on appropriate service timelines on appropriate accounts.
• Attend all sales meetings as required.
• Collect premiums per established agency procedures.
• Follow agency E&O and workflow procedures to document activities and prevent errors and omissions losses.
• Effectively use the marketing, loss control and claims handling resources of the Agency to maximize the service provided to the client.
• Promote agency and insurance industry in the community.
• Obtain required continuing education credits.
• Maintain professional accreditation necessary to meet agency standards.
• Participate in continuing education programs when available.
• Build and maintain a favorable and professional work relationship with other staff members.
• Adhere to established employee manual policies and guidelines.
• Promptly report all E&O claims and potential E&O claims.
• Maintain confidentiality in all aspects of client, staff and agency information.
• Perform other duties and projects as assigned.

Requirements:

• College degree preferred, high school diploma or equivalent required.
• Proven ability to pursue and close sales.
• Knowledge of insurance products.
• Appropriate state insurance licenses and continuing education required.
• Works effectively and relates well with others including superiors, colleagues and individuals inside and outside the company in a professional manner.
• Experience and knowledge of Microsoft Office Programs.
• Experience with Vertafore a plus.
• Valid driver's license and acceptable driving record.
• Ability to communicate with and work with diverse types of individuals and groups.
• High level of organizational ability with attention to detail.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

The annual salary range is $100,000-$250,000 negotiable and based on commission.

The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.

Compensation details: 1 Yearly Salary

PIbe9ccf1687f9-31181-34850709

Required

Preferred

Job Industries

• Other

Stable Company, Collaborative Environment This Jobot Job is hosted by: Tracy Hann Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $80,000
- $95,000 per year A bit about us: Our client is a well-established, privately held organization operating in a stable, essential industry.

Known for operational excellence and a strong reputation for reliability, the company offers a collaborative environment, long-term stability, and a commitment to continuous improvement and employee development.

Why join us? Comprehensive medical, dental, vision, and life insurance 401(k) with company match Paid time off Training and professional development opportunities Collaborative and supportive work environment Job Details Position Summary The Staff or Senior Accountant will be responsible for managing multi-state sales tax compliance, supporting internal billing activities, and assisting with core accounting functions including month-end close and financial reporting.

This role requires strong analytical skills, attention to detail, and the ability to collaborate across departments.

________________________________________ Key Responsibilities Sales Tax & Compliance Prepare and file multi-state sales and use tax returns in compliance with state and local regulations Monitor and stay current on changing sales tax laws and requirements across jurisdictions Support sales tax audits and respond to inquiries from tax authorities Reconcile sales tax general ledger accounts and ensure accuracy of tax accruals Internal Billing Review and post internal repair or service orders Verify billing data for accuracy and completeness Resolve billing discrepancies in collaboration with internal teams Prepare and analyze billing reports to identify trends and improvement opportunities Assist with development and enhancement of billing policies and procedures Perform monthly audits of invoices processed by various business units General Accounting Support month-end and year-end close activities including journal entries, reconciliations, and reporting Assist with external audit requests and documentation preparation Ensure compliance with internal controls, accounting policies, and procedures Contribute to process improvement and automation initiatives ________________________________________ Qualifications Minimum 5 years of relevant accounting experience, preferably within a mid- to large-size organization Strong experience with multi-state sales and use tax compliance and filings Experience with internal or intercompany billing processes Solid understanding of GAAP and general accounting principles Advanced proficiency in Microsoft Excel Strong analytical, organizational, and communication skills Ability to work independently and manage multiple priorities in a fast-paced environment Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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