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OPERATIONS MANAGER – SYSTEMS, WORKFLOWS & AI ENABLEMENT

The Owner/Principal Attorney is a visionary, strategist, and innovator. Growth is now constrained by operational bandwidth, workflow consistency, and the absence of a single person fully owning execution across all practice areas.

Why This Role Matters

The Operations Manager exists to bring structure, follow-through, and operational discipline to the firm—turning vision into systems, and systems into results. This role is for someone who takes pride in doing things the right way—and isn’t satisfied until they are done right.

At Safe Harbor Wills & Trusts, growth means building systems that allow good people to do excellent work consistently, without cutting corners.

As Operations Manager, your work will directly shape how the firm operates, how it scales, and how clients are served over the long term. You’ll partner closely with an owner who values structure, respects operational leadership, and gives you the authority to implement systems that last.

If you’re motivated by clarity, accountability, and the satisfaction of building something durable and well-run, this role offers the opportunity to make a meaningful, lasting impact.

CORE MISSION

• Turn vision into systems.
• Turn systems into habits.
• Turn habits into measurable time savings, consistent outcomes, and predictable growth.

Compensation - COMPENSATION & GROWTH   $67,500 – $75,000 base salary, DOE Bonus eligibility tied to firm growth and improved margins, 401(k) with employer matching, Life insurance, Paid vacation after ninety (90) days, clear path to Director of Operations as the firm grows

$67,500 – $75,000 base salary DOE - Bonus eligibility

SCOPE OF RESPONSIBILITY

This is a firm-wide role covering all practice areas, including:

• Estate Planning
• Medicaid Planning
• Probate & Trust Administration
• Special Needs Planning
• Client C.A.R.E. program (Client Maintenance & Continuity Program)

ABOUT THE C.A.R.E. PROGRAM

Safe Harbor’s C.A.R.E. program is the firm’s ongoing client service and maintenance program, designed to provide structured follow-up, updates, and long-term support after initial legal planning is completed.

The C.A.R.E. program supports consistent client engagement, document upkeep, funding alignment, and referral continuity across all practice areas.

From an operations standpoint, the C.A.R.E. program functions as a recurring, system-driven component of the client lifecycle, requiring disciplined workflows, tracking, automation, and accountability to operate effectively at scale.

The Operations Manager does not sell the C.A.R.E. program directly, but is responsible for ensuring it runs consistently, securely, and predictably as part of the firm’s overall service model, enhancing client satisfaction, renewal rates, and referral rates.

PRIMARY RESPONSIBILITIES

Customer Journey & Workflow Ownership

• Own and maintain a unified Customer Journey Map (current and future state).
• Ensure workflows align with a consistent client experience across all practice areas.
• Eliminate ambiguity, rework, and handoff failures.
• Support the design, implementation, and oversight of a tiered drafting and production model, including appropriate use of offshore or third-party resources, while maintaining quality control, data security, confidentiality, and attorney review standards.

Operations, Accountability & KPIs

• Build, document, and enforce Standard Operating Procedures (SOPs).
• Maintain role clarity and accountability across teams.
• Implement and monitor KPIs tied to file velocity, error rates, C.A.R.E. program metrics, and documented time saved.
• Run weekly operational check-ins and monthly KPI reviews.

 AI-Enabled Systems & Automation

• Design and deploy AI-assisted operational tools (e.g., call summaries, workflow reviews, C.A.R.E. follow-ups, internal training).
• Automate workflows within Clio, DecisionVault, ElderDocs, and related systems.
• Measure success by real, documented time savings and error reduction—not experimentation.

Workflow Automation & Systems Integration

• Design, implement, and maintain reliable workflow automations that connect the firm’s core systems.
• Integrate practice management, intake, drafting, communication, and AI tools.
• Use automation platforms such as Zapier, Make (Integromat), Microsoft Power Automate, or comparable tools.
• Build automations with appropriate error handling, access controls, documentation, and change management.
• Ensure automations are secure, production-ready, and governed—not ad hoc or experimental.

AI Governance & Policy Authority

• Draft, implement, and enforce firm-wide AI use policies.
• Approve, modify, or shut down AI tools as necessary.
• Train staff and monitor compliance with AI and automation standards.

 Technology & Systems Stewardship

• Ensure technology supports workflows—not the other way around.
• Standardize file structures, task triggers, and system usage.
• Prevent shadow systems and inconsistent practices.
• Maintain awareness of confidentiality, data security, and vendor risk.

POD & Leadership Sequencing

•  Support leadership development only after workflows, systems, and KPIs are stable.
• Advise on readiness for leadership roles and delay when necessary to protect consistency.

Owner Leverage & Dependency Reduction

• Act as an operational buffer between the Owner and the team.
• Translate strategy into executable plans.
• Reduce reliance on any single individual through documentation, systems, and cross-training.

AUTHORITY

The Operations Manager has the authority to enforce workflows, SOPs, automation standards, and AI policies. Hiring and firing authority is advisory; final personnel decisions rest with the Owner.

LOCATION & TRAVEL

• Regular in-office presence required at the Syracuse/Camillus office.
• Occasional travel to the Watertown office.
• Quarterly out-of-area travel for training with the Owner.
• Out-of-area travel for training as necessary

FINAL NOTE

This role is for someone who takes pride in building systems that last, enjoys bringing order to complexity, and wants their work to materially improve both business performance and the daily experience of a professional team.

If you’re looking for a role where your operational discipline, technology fluency, and follow-through truly matter—we should talk.

IDEAL EXPERIENCE & EDUCATION

• 7–12 years of professional experience.
• 5+ years in operations, systems, or process-driven roles.
• Experience managing people and enforcing standards.
• Bachelor’s degree required; MBA helpful but not required.
• Valid driver’s license.
• Background check required.
• Experience designing and maintaining workflow automations using tools such as Zapier, Make (Integromat), Microsoft Power Automate, or comparable platforms.
• Candidates should be comfortable integrating multiple systems, managing exceptions, and ensuring automations are reliable, secure, and well-documented.

ASSESSMENTS

Safe Harbor Wills & Trusts uses professional behavioral and work-style assessments as part of the hiring process. Final candidates may complete assessments, including DISC, Kolbe, and PRINT, to evaluate alignment with the responsibilities of the role and the working relationship with the Owner/Principal Attorney.

These assessments are not pass/fail tests and do not replace interviews, experience, or a proven track record of success. They are used to support mutual fit.

Safe Harbor Wills and Trusts is a boutique law firm that focuses on helping individuals and families protect their home and life savings from the possibilities of unforeseen health and financial issues.

Our practice areas are limited to: Elder Law, Estate Planning, Family and Legacy Planning, Supplemental Needs Planning, Probate, and Guardianship Proceedings.

Safe Harbor Wills and Trusts believes in giving back to our communities. Employees are encouraged to participate in community and charitable events. When it comes to our team giving back, we believe we can all do well if we all do good.

Compensation details: 67500-75000 Yearly Salary

PI69e58fe7565f-3631

Our excellent client is seeking a qualified Oncology Hematology physician.

This practice is expanding to meet community needs, as they have recently built a new 61 million-dollar hospital.

They also added a new dedicated cancer center and a new hospital wing for women and children.

A very competitive compensation and benefits package is being offered.Hospital Employee .  Competitive Annual Salary.  Loan Forgiveness available.  Signing Bonus available, contact us for details.  Relocation Bonus available.  Full team of support professionals with advanced technology.  

Up to $100K Sign On Bonus – Syracuse, NY – Seeking Emergency Medicine Physicians

Join the Physician Partnership Where You Can Increase Your Impact

Vituity’s ownership model provides autonomy, local control, and a national system of support, so you can focus your attention where you want it to be – on your patients.

Join the Vituity Team. Vituity is a 100% physician-owned partnership and is led by frontline physicians that are all equitable owners. As an equal and valued partner from day one, our ownership model provides you with financial transparency, a comprehensive benefits package including profit distribution, and multiple career development opportunities. Our leadership understands what your practice needs to thrive and gives you autonomy and local control so you can provide care when, where, and how your patients need it. You are backed by a best-in-class corporate healthcare team and supported by the broad peer-level expertise of 6,000 Vituity clinicians. At Vituity we’ve cultivated an environment where passion thrives, and success comes through shared purpose. We were founded in a culture that values team accomplishments more than individual achievements, an approach we call “culture of brilliance.” Together, we leverage our strengths and experiences to make a positive impact in our local communities. We foster this through shared goals and helping our colleagues succeed, and we also understand the importance of recognition, taking the time to show appreciation and gratitude for a job well done.

Vituity Locations: Vituity has opportunities at 890 practices across the country, serving 14.5 million patients a year. With Vituity, if you ever need to move, you can take your job with you.

The Opportunity

• Up to $100k sign-on bonus for qualified candidates.
• Seeking Board Eligible/Certified Emergency Medicine physicians.
• Current NY state license is a plus.
• Visa Candidates are encouraged to apply.

The Practice

St. Joseph's Hospital Health Center – Syracuse, New York

• Awarded “Best Regional Hospital” by U.S. News & World Report, the highest rating among Syracuse hospitals from HealthGrades for cardiac surgery, spinal surgery, and surgical excellence, and a Blue Distinction Center Plus for Bariatric Surgery, Cardiac Care, Maternity Care, and more.
• A 431-bed, nonprofit regional healthcare system and Magnet-recognize hospital.
• St. Joseph’s Health is committed to active, intentional, and ongoing engagement with diversity, both in their facilities and in the communities they serve.
• Services offered include orthopedics, behavioral health, cardiac care, gynecology, sleep lab, wound care, and more.

The Community

• Syracuse is known as the ’20-minute city’ meaning no wasted time in traffic to or from work.
• Enjoy all four seasons New York has to offer including the range of outdoor activities from swimming and sailing to hockey and ice skating.
• Close to Saratoga Springs racecourse and New York for a weekend getaway or head over to Orchard Park to catch a Buffalo Bills game!
• Take a short trip to the Finger Lakes region to enjoy the area’s best wineries.
• More affordable than many major U.S. metro areas
• Syracuse offers plenty of family-friendly fun whether it’s the Milton J. Rubenstein Museum of Science & Technology or the Rosamond Gifford Zoo.

Benefits & Beyond*

Vituity cares about the whole you. With our comprehensive compensation and benefits package, we are mindful of what matters most, and support your needs of today and your plans for the future.

• Superior Health Plan Options
• Dental, Vision, HSA, life and AD&D coverage, and more
• Partnership models allows a K-1 status pay structure, allowing high tax deductions
• Extraordinary 401K Plan with high tax reduction and faster balance growth
• Eligible to receive an Annual Profit Distribution/yearly cash bonus
• EAP and travel assistance included
• Student loan refinancing discounts
• Purpose-driven culture focused on improving the lives of our patients, communities, and employees

We are unified around the common purpose of transforming healthcare to improve lives and we believe everyone has a role to play in that. When we work together across sites and specialties as an integrated healthcare team, we exceed the expectations of our patients and the hospitals and clinics we work in. If you are looking to make a difference, from clinical to corporate, Vituity is the place to do it. Come grow with us.

Vituity does not discriminate against any person on the basis of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information (including family medical history), veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Vituity is committed to complying with all applicable national, state and local laws pertaining to nondiscrimination and equal opportunity.

*Visa status applicants benefits vary. Please speak to a recruiter for more details.

Applicants only. No agencies please.

Doctor of Medicine | Pathology

Location: Syracuse, NY

Employer: GHR Healthcare

Pay: $72,330 to $77,500 per year

Shift Information: Days - 5 days x 8 hours

Contract Duration: 13 Weeks

Start Date: ASAP

LocumJobsOnline is working with GHR Healthcare to find a qualified Pathology MD in Syracuse, New York, 13203!

Locum Tenens Pathologist (Anatomic Pathology) – Hospital-Based | Syracuse, NY (13203)

Locum Tenens Pathologist (Anatomic Pathology) — Syracuse, NY (13203). Weekday, hospital-based role with no call; start 03/30/2026. Join a collaborative pathology team in Upstate New York and support a Trauma Level 3 hospital. This locum tenens pathology job is ideal for an anatomic pathologist seeking steady weekday hours, advanced lab technology experience (Epic/Beaker), and the lifestyle benefits of Syracuse and the nearby Finger Lakes and Adirondacks.

• 
  
• Position Type: Locum tenens physician — Pathology / Anatomic Pathologist
  
• Location: Syracuse, NY 13203 (Upstate New York)
  
• Practice Setting: Hospital-based pathology laboratory (Trauma Level 3)
  
• Start Date: March 30, 2026
  
• Assignment Duration: 13 weeks (with potential to extend)
  
• Schedule: Monday–Friday, 8:00 AM – 5:00 PM (8-hour days; 40 hours/week)
  
• Call: None — work-life balance opportunity for New York pathology jobs
  
• Team Environment: 4 pathologists, 5 histotechnologists, 1 pathology assistant, 2 cytotechnologists
  
• Credentialing Timeframe: Estimated 40–45 days
  
• Lab Certifications: CLIA, NYS
  
• Documentation System/EMR: Epic / Beaker (experience preferred)
  
• Annual Volume: ~13,000 surgical specimens; ~3,000 cytology specimens
  
• Equipment: ThinPrep integrated imager (Hologic), Cryostat (Avantik QS12UV / QS II), Nikon & Olympus microscopes
  
• Estimated Weekly Pay: $72,330–$77,500 (based on experience and qualifications)
  

• 
  
• Board Certification: Anatomic Pathology (AP) Board Certified (required)
  
• Licensure: Active New York State physician license (required)
  
• Experience: Minimum 1 year of anatomic pathology experience preferred
  
• Procedural Skills: Comfortable grossing specimens and cutting frozen sections on a cryostat
  
• Cytology: Cytology proficiency exam required for GYN cytology (ThinPrep method)
  
• Submission Requirement: Current self-query NPDB report at time of submission
  
• Systems: Prior experience with Epic/Beaker and working in a CLIA-certified lab workflow preferred
  

• 
  
• Provide general anatomic pathology coverage including surgical pathology and cytology interpretation for a hospital-based lab
  
• Perform gross examination of specimens and cut frozen sections using a cryostat
  
• Interpret cytology specimens, including GYN cytology prepared via ThinPrep
  
• Document findings, finalize reports, and sign out cases in Epic/Beaker per laboratory standards
  
• Consult and collaborate with on-site pathologists, histotechnologists, cytotechnologists, surgical teams, and laboratory staff
  
• Maintain high standards of diagnostic accuracy, quality assurance, and compliance with CLIA and NYS regulations
  
• Contribute to a team-oriented laboratory environment and participate in case review and peer consultation as needed
  

• 
  
• Steady weekday schedule with no call — ideal for work-life balance
  
• Exposure to high-quality, hospital-based pathology practice and modern lab diagnostics
  
• Competitive locum tenens compensation and potential assignment extension
  
• Work in Syracuse, NY — vibrant urban amenities, parks, and quick access to the Finger Lakes and Adirondacks for outdoor recreation
  

Apply now to join our hospital-based pathology team as a locum tenens pathologist in Syracuse, NY. Submit your CV, current NYS license, board certification, and NPDB self-query. Advance your career with a supported locum assignment in Upstate New York — explore more pathology jobs and anatomic pathologist opportunities today.

GHR Healthcare offers 401K with Matching, Healthcare, Dental and Vision to Employees. Company paid malpractice is available for 1099 Contractors. Weekly Direct Deposit is a standard benefit for both employees and contractors.

We are an equal opportunity employer and value diversity across our organization. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

About GHR Healthcare

At GHR Healthcare Locums, we do more than fill jobs—we create opportunities that fit your life. With over 30 years of experience, we connect physicians, advanced practice providers and CRNA's with high-quality locum tenens assignments across the country. From top-tier pay to seamless support with licensing, travel, and credentialing, we make every step easy. Whether you're seeking flexibility, freedom, or a fresh start, we’re here to get you where you want to go—on your terms.

1715420EXPPLAT

Certified Registered Nurse Anesthetist | Anesthesiology - General/Other

Location: Syracuse, NY

Employer:

Pay: Competitive weekly pay (inquire for details)

Shift Information: 3 days x 12 hours

Start Date: ASAP

LocumJobsOnline is working with to find a qualified Anesthesiology CRNA in Syracuse, New York, 13201!

This Job at a Glance

• Job Reference Id:  ORD-205108-CRNA-NY
• Title:  CRNA
• Dates Needed:  March – July
• Shift Type:  Day Shift
• Assignment Type:  OR
• Call Required:  No
• Board Certification Required:  Yes
• Job Duration:  Locums

This facility operates as a busy hospital providing comprehensive surgical services with modern anesthesia capabilities in the main operating room. The hospital maintains established protocols and organized workflows designed to support quality patient care delivery across various surgical procedures. The facility offers a collaborative clinical environment with a supervision model that pairs CRNAs with anesthesiologists to ensure optimal patient outcomes and safety standards.

This area serves as a central hub featuring notable attractions including the Museum of Science & Technology, a zoo, and the Erie Canal Museum. The downtown district offers architecture and history walking tours, while Clinton Square and Armory Square provide additional points of interest. The region connects to the broader Finger Lakes area, offering access to winery tours and wine tasting experiences at locations such as Seneca Lake. Outdoor activities include biking and hiking along the Erie Canal Towpath. The area also features Syracuse University, the New York State Fairgrounds, and the shopping destination Destiny USA, along with the JMA Wireless Dome for entertainment.

The clinician will deliver comprehensive anesthesia services during structured Monday through Friday day shifts with flexible scheduling options of 8-, 10-, or 12-hour shifts working a minimum of three days per week. Primary responsibilities include providing anesthesia care under a 2:1 supervision model in the main operating room with no call coverage obligations required. The position requires board certification and completion of online application and computer training with credentialing processes taking 30-60 days that can be expedited based on urgent facility needs. The clinician will work in a collaborative environment with predictable scheduling patterns while maintaining quality patient care standards. Extended-stay lodging accommodations are available with facility coverage for weather or mechanical flight cancellation hotel costs.

• Case Load/PPD:  12-15 cases per day
• Support Staff:  Anesthesiologists and nursing staff with medical assistants and administrative support
• Patient Population:  All Ages
• Location Type:  On-Site
• Prescriptive Authority Required:  No
• Government:  No
• Percentage Hands On:  100%
• Supervision/Medical Direction:  Supervision
  Contact:

About

The need has never been greater to connect great clinicians and great healthcare facilities. That’s what we do. Every day. We’re . We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether you’re looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search.  

provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor.

We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel.

Our agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf.

1679062EXPPLAT

Doctor of Medicine | Anesthesiology - General/Other

Location: Syracuse, NY

Employer:

Pay: Competitive weekly pay (inquire for details)

Shift Information: 5 days x 8 hours

Start Date: ASAP

LocumJobsOnline is working with to find a qualified Anesthesiology MD in Syracuse, New York, 13201!

This Job at a Glance

• Job Reference Id:  ORD-205108-MD-NY
• Title:  MD
• Dates Needed:  ASAP - ongoing
• Shift Type:  Day Shift
• Assignment Type:  OR
• Call Required:  No
• Board Certification Required:  Yes
• Job Duration:  Locums

This academic hospital maintains comprehensive surgical services with 13 main operating rooms and two ambulatory surgery centers containing four operating rooms each. The facility operates with a collaborative anesthesia team of 30 MDs and 17 CRNAs utilizing EPIC EMR systems for patient documentation. The hospital provides essential surgical services while excluding major cardiac and neuro cases, focusing on general surgery, trauma, endoscopy, gastrointestinal, and electrophysiology procedures typical for an academic medical center.

Syracuse features notable educational and cultural attractions including Syracuse University and the Erie Canal Museum showcasing the region's academic and historical significance. The area includes the Erie Canal Museum, zoo, and Museum of Science & Technology providing diverse entertainment options. Destiny USA provides shopping and entertainment opportunities while the New York State Fairgrounds serve as prominent landmarks. Visitors can explore cultural sites like Clinton Square and enjoy outdoor recreation activities suitable for various interests throughout the region.

The anesthesiologist will deliver comprehensive anesthesia services across multiple surgical specialties including general surgery, trauma cases, endoscopy procedures, gastrointestinal interventions, electrophysiology, and MR/CT procedures while excluding pediatric, cardiac, and neuro cases. The clinician will work flexible scheduling of 4x10 or 5x8 hour shifts totaling 40 hours per week with commitment to four weeks monthly coverage. The position requires supervising CRNAs in a 2:1 ratio across 13 main operating rooms and two ambulatory surgery centers with four operating rooms each. The clinician will utilize EPIC EMR for documentation and coordinate patient care with a team of 30 MDs and 17 CRNAs. Board certification is required with no call obligations, and Pediatric Fellowship training is preferred but not mandatory for this locum tenens assignment.

• Case Load/PPD:  Variable based on daily scheduling
• Support Staff:  30 MDs and 17 CRNAs with nursing staff, medical assistants, and administrative support
• Patient Population:  All Ages
• Location Type:  On-Site
• Prescriptive Authority Required:  No
• Government:  No
• Percentage Hands On:  100%
• Supervision/Medical Direction:  Medical Direction
• Staffing
  
  Contact:

About

The need has never been greater to connect great clinicians and great healthcare facilities. That’s what we do. Every day. We’re . We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether you’re looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search.  

provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor.

We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel.

Our agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf.

1683498EXPPLAT

OneGroup is a team of more than 200 insurance and risk management professionals who are ONE company acting as ONE team, with ONE focus and ONE mission: To serve each client as our ONE client.

OneGroup is one of the fastest growing independent insurance and risk management organizations in the northeast. With team members in 18 locations, OneGroup is able to provide best in class client resources while maintaining an entrepreneurial, friendly and fun environment. A subsidiary of Community Bank, NA (NYSE: CBU), OneGroup is headquartered in Syracuse, NY.

OneGroup's company culture sets us apart from the rest. Our core values, what we call "The OneGroup Way" consists of the following:

Knowledge Development- Professional growth but also understanding the company, workflow processes and the right people to get the job done. Adopting a growth mindset in everything we do.

Big Picture- How your individual contributions connect to the bigger things around us that can make a difference to the client. How do you utilize your talents and the attributes of those around you to create a unique solution for the client.

Acknowledgement- Recognize others contributions, appreciate what others do and their strengths.

Transparency- An environment that encourages open communication and feedback.

Bigger Purpose - How do we become more than just an insurance company to our clients? We seek to enhance our client's businesses, support their mission and understand their challenges.

OneGroup Risk Management and Insurance seeks Commercial Property & Casualty Insurance Sales Professionals in multiple areas.

ADVANTAGES OF JOINING THE ONEGROUP TEAM

• A commission-based compensation plan that provides great earning potential
• Benefit Plan: Pension, Health, Life & Disability Insurance, 401(k), and more.
• Substantial in-house experts and resources usually found only in much larger organizations: risk management consulting, claims management, loss control, HR consulting, contractual risk transfer analysis, and much more.
• Full-time support team that provides marketing materials, promotion, proposal assistance, etc.
• A dedication to technology, innovation and strategic thinking.
• Resources, markets, and institutional knowledge to allow success in writing middle-market and larger accounts.
• The possibility for "Lift Out" opportunities for established producers to keep an already established book of business.

WE SEEK A CANDIDATE WHO

• Has 3-5 years of experience in insurance brokerage, carrier, or related business to business sales including calling on senior executives and a track record of financial success
• Can identify new opportunities in mid-sized and large, complex accounts
• Utilizes a consultative, positive and resourceful approach to dealing with prospect, clients and employees
• Has developed excellent listening skills with strong customer focus
• Has high-level organization and follow-up skills
• Believes in integrity and building success by developing relationships with others
• Has superior written, verbal communication and presentation skills
• Is a self-starter willing to invest time and energy to learn the technical aspects of our business

KEY JOB RESPONSIBILITIES

• • Develop business (new sales, referrals, cross-selling opportunities) by achieving revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
  • Build an active pipeline of qualified prospects and document activity, notes, prospect data in sales tracking systems (Salesforce)
  • Work with business clients and prospects to understand their needs and develop consultative business solutions.
  • Develop and execute a business plan based on established sales objectives.
  • Reviews existing policy coverages and makes recommendations based on strategic understanding of client objectives.
  • Work as liaison with client service team to accommodate client needs, retain and grow business.
  • Commitment to continual learning and development of sales and technical expertise.
  • Demonstrate strategic thinking and innovation based on knowledge of the market, carriers and products, including understanding of important technical/financial issues

To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• • Bachelor's degree, preferred
  • Property/Casualty License Required
  • If licensed, maintain Agent/Broker License through continuing education
  • 3-5 years of proven successful sales or related experience, required
  • Insurance sales experience, preferred
  • Proven ability to achieve established sales quotas
  • Excellent interpersonal and communication skills
  • Experience using contact management software
  • Working knowledge and competency in use of agency management system, Microsoft Word, Microsoft Excel, and other software as required by position
  • Ability to use menu-driven software
  • Ability to work independently
  • Assertive, self-starter
  • Ability to influence others
  • Good Organizational skills with the ability to manage multiple tasks efficiently
  • Must possess a valid drivers license and clean motor vehicle record
  • All applicants must be 18 years of age or older

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Looking for a career with a great company? We have opportunities available in Liverpool, NY for Truck Drivers and Warehouse Associates.

Attend our hiring event where well provide you with information about our team and the open positions below.

Our leadership team looks forward to meeting you!

When: October 12th, 10am - 5pm

Where: 4560 Morgan Place

Liverpool, New York 60;13090

What we offer:

Competitive pay

Comprehensive benefit plan (medical, dental, vision, short/long term disability, life insurance and more)

Retirement benefits

Paid time off (vacation, holidays, PTO and sick)

Employee Discount Programs

Paid training

Opportunities for growth and career advancement

We have the following positions available:

Class A or B CDL Truck Driver (Home Nightly) - $21.00/hr with a $5,000 Sign-on Bonus ($3,000 payable at 90 days and $2,000 at 1 year).

- Responsible for safely and efficiently operating a vehicle to deliver hardgoods, compressed cylinders, and associated products.

Cylinder Processor (Warehouse Associate) - $20.00/hr

- Responsible for performing duties associated with filling, labeling & preparing low pressure packaged gas cylinders and maintaining the cryogenic liquid filling system.

Praxair Distribution, Inc., a Linde Company, Praxair Distribution, Inc. is the worlds largest industrial gas company. We take pride in making our plant more productive with products, services and technologies that include high-performance surface coatings as well as specialty, medical, and process gases. For more information, please visit us at the job fair or at 60; qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, pregnancy, sexual orientation, gender identity or expression, or any other reason prohibited by applicable law.