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43 results for Insurance Agent jobs

Insurance Services Representative

Shrewsbury, MA
onsite
Permanent / Full Time
40000 - 60000 USD / Yearly
A Banking client of ours who has an Insurance Agency in its portfolio is seeking an experienced Insurance Service Representative to support and grow our Property & Casualty insurance business. This role focuses on servicing existing clients, quoting new business, handling endorsements and renewals, and delivering exceptional member experiences. What You’ll Do<ul><li>Quote, bind, and service P&C insurance policies</li><li>Manage endorsements, renewals, billing, and registry transactions</li><li>Handle inbound calls, emails, and in-person member requests</li><li>Identify cross-sell and upsell opportunities</li><li>Partner with senior team members on remarkets and complex accounts</li><li>Meet service and turnaround standards (24–48 hours)</li></ul>
2026-06-03T00:00:00Z

Insurance Coordinator

San Jose, CA
onsite
Temporary / Contract
23.75 - 27.5 USD / Hourly
We are looking for an Insurance Coordinator to support insurance-related workflows for a service-focused team in San Jose, California. This Long-term Contract position is ideal for someone who is highly organized, detail-oriented, and experienced in reviewing coverage information to help ensure efficient coordination of services. The person in this role will work closely with patients, providers, and payers to confirm benefits, secure approvals, and maintain accurate documentation. Responsibilities: • Confirm active medical coverage and benefit details with insurance carriers before services are scheduled or delivered. • Obtain required prior authorizations and referrals to prevent delays in service and support timely care coordination. • Review payer guidelines and plan rules to determine eligibility, coverage limits, and out-of-pocket responsibilities. • Communicate with internal teams, patients, and insurance representatives to resolve verification issues and missing information. • Maintain complete and accurate records of insurance activity, authorization status, and follow-up actions in appropriate systems. • Track pending approvals and proactively follow up with payers to ensure decisions are received within expected timeframes. • Escalate complex coverage or authorization concerns when additional review or intervention is needed.
2026-05-29T00:00:00Z

Insurance Coverage Attorney

New York, NY
onsite
Permanent / Full Time
160000 - 195000 USD / Yearly
We are looking for a skilled Insurance Coverage Attorney to join our team in New York, New York. This position is ideal for mid-level attorneys who want to enhance their expertise in insurance coverage and litigation while working on a variety of challenging legal matters. You will play a critical role in providing legal analysis and representation to clients, ensuring their interests are effectively protected. Responsibilities: • Analyze insurance policies and prepare detailed coverage opinions. • Collaborate with senior attorneys in managing insurance-related litigation and resolving disputes. • Draft legal documents such as pleadings, motions, and memoranda. • Participate in depositions, mediations, and court proceedings as needed. • Conduct in-depth legal research on insurance law and coverage-related issues. • Maintain clear and effective communication with clients regarding case strategies and updates.
2026-05-19T00:00:00Z

Insurance Coverage Attorney

Seattle, WA
onsite
Permanent / Full Time
145000 - 190000 USD / Yearly
A multi-office law firm in Seattle is seeking an experienced Insurance Coverage Attorney to join their team. The salary range for the role is 145-190k base with additional structured bonus earnings on a standard billable target of 1800. The firm offers medical, dental, vision and life insurance, unlimited PTO, 401k plus company match, transportation benefits and other perks. They offer a flexible hybrid work structure, allowing attorneys to regularly work-from-home weekly if desired.
2026-05-29T00:00:00Z

Insurance Coverage Attorney

Seattle, WA
onsite
Permanent / Full Time
165000 - 200000 USD / Yearly
We are looking for an accomplished attorney to join a boutique law firm in Downtown Seattle, with a strong focus on insurance coverage matters. This position offers the opportunity to advise clients on complex policy issues, manage sophisticated disputes, and contribute to high-level litigation strategy. The ideal candidate brings sound judgment, strong research abilities, and a proven background handling insurance-related claims and coverage analysis. Responsibilities:• Advise clients on insurance coverage questions, including policy interpretation, claims evaluation, and dispute management strategies.• Handle a portfolio of insurance coverage and related litigation matters from early assessment through resolution.• Perform in-depth legal research and translate findings into practical recommendations, motions, briefs, and case strategy.• Represent clients in court proceedings, mediations, settlement discussions, and other contested matters.• Review insurance policies, endorsements, and supporting records to assess rights, obligations, and potential exposure.• Monitor legal and regulatory developments affecting insurance law and incorporate those changes into client guidance and case planning.• Work closely with attorneys, paralegals, and administrative professionals to move matters forward efficiently and effectively. Firm offers lower billable goal than most firms and generous benefits including 3 weeks PTO, profit sharing bonuses, 401K with matching, year end bonuses, transportation stipend, hybrid work from home model, and quicker partnership track! For a confidential conversation about this opening please send your resume to Sam(dot)Sheehan(at)RobertHalf(dot)(com)
2026-05-29T00:00:00Z

Insurance Coverage Attorney

Chicago, IL
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
We're partnering with a large, national AV-rated law firm who is seeking to hire an Associate Attorney with at least 2-4+ years of experience to join their third-party property coverage group in Chicago. This firm specializes in insurance coverage and defense litigation with 15 offices across the US. The ideal candidate should have a strong understanding of the insurance business with prior experience handling insurance coverage, preferably third-party property coverage. Responsibilities of the position include assessing coverage issues, drafting coverage opinions, litigating coverage disputes, taking/defending depositions, and drafting other legal documents. Our client offers a highly flexible hybrid WFH schedule and a great team culture. The position is paying between $120-150K with strong bonus potential. In addition, the firm offers a comprehensive benefits package including medical, dental, vision, 401K (plus match), PTO, LT/ST Disability, Life Insurance, and more. For immediate consideration, please email your resume directly to Justin Rambert, VP - Permanent Placement at justin . rambert @ robert half com
2026-05-18T00:00:00Z

Insurance Authorization Specialist

Indianapolis, IN
onsite
Temporary / Contract
18 - 22 USD / Hourly
We are seeking a detail-oriented Insurance Authorization Specialist to support timely and accurate insurance verification and prior authorization processes. This role is responsible for reviewing patient and provider information, obtaining required authorizations, confirming coverage, and helping ensure claims are processed efficiently. The ideal candidate has strong knowledge of insurance guidelines, excellent communication skills, and the ability to manage multiple cases in a fast-paced environment. Hours: Monday - Friday 8am -5pm Key Responsibilities<ul><li>Verify insurance eligibility, benefits, and coverage details</li><li>Obtain prior authorizations and pre-certifications for services, procedures, and medications</li><li>Communicate with insurance carriers, providers, patients, and internal teams regarding authorization requirements and status updates</li><li>Review documentation for completeness and accuracy before submission</li><li>Track authorization requests, approvals, denials, and expirations</li><li>Follow up on pending and denied authorizations and escalate issues as needed</li><li>Maintain accurate records in billing, practice management, or electronic health record systems</li><li>Ensure compliance with payer guidelines, healthcare regulations, and company policies</li><li>Assist with appeals and supporting documentation for denied requests</li><li>Collaborate with clinical, billing, and administrative teams to reduce delays in service and reimbursement</li></ul>
2026-05-29T00:00:00Z

Insurance Coverage Counsel

New York, NY
onsite
Permanent / Full Time
200000 - 225000 USD / Yearly
We are looking for an experienced Insurance Coverage Counsel to join our dynamic legal team in New York, New York. In this role, you will provide strategic legal expertise to insurance carriers and self-insured entities, focusing on complex insurance coverage matters and litigation. This is an excellent opportunity for an experienced attorney to work on high-profile cases and collaborate with a team of skilled professionals. Responsibilities: • Analyze and interpret insurance policies to deliver comprehensive coverage opinions. • Manage complex insurance coverage litigation from initiation through resolution. • Draft pleadings, motions, and detailed coverage position letters to support legal strategies. • Represent clients in mediations, arbitrations, and court proceedings, ensuring effective advocacy. • Offer strategic counsel to insurers on high-stakes claims and exposure issues. • Work closely with litigation teams to address overlapping defense and coverage matters. • Conduct thorough legal research to support case strategies and recommendations. • Ensure compliance with relevant laws and regulations while advising clients. • Collaborate with clients to develop tailored solutions for intricate coverage disputes.
2026-05-19T00:00:00Z

Financial Advisor

Portsmouth, NH
onsite
Permanent / Full Time
80000 - 180000 USD / Yearly
We are looking for an experienced Financial Advisor to join our dynamic team in Portsmouth, New Hampshire. This role offers an exciting opportunity for professionals with an established client base who are eager to deliver exceptional financial services while leveraging cutting-edge technology and resources. The ideal candidate will thrive in a collaborative environment focused on providing tailored solutions and fostering long-term client relationships. Responsibilities:<ul><li>Build and maintain strong relationships with clients, ensuring their financial needs are met effectively.</li><li>Develop customized financial plans and investment strategies aligned with clients' goals and risk tolerance.</li><li>Provide expert advice on wealth management, retirement planning, and asset allocation.</li><li>Utilize advanced technology tools to enhance client engagement and streamline service delivery.</li><li>Identify and pursue new business opportunities to grow the client base.</li><li>Collaborate with internal teams to ensure seamless execution of financial strategies.</li><li>Manage client portfolios with precision, ensuring optimal performance and risk management.</li><li>Conduct regular reviews of financial plans to adapt to changing circumstances and objectives.</li></ul>
2026-05-20T00:00:00Z

Financial Advisor

Albany, NY
onsite
Permanent / Full Time
60000 - 80000 USD / Yearly
We are looking for a dedicated Financial Advisor to join our team in Albany, New York. This role involves assisting clients with comprehensive financial planning, including retirement strategies, tax considerations, and estate management. The ideal candidate will provide expert guidance while fostering strong client relationships to help individuals achieve their financial goals. Responsibilities: • Develop detailed financial plans tailored to client needs, including retirement strategies, tax optimization, and estate planning. • Conduct thorough financial analyses and prepare reports, projections, and recommendations. • Collaborate directly with clients to understand their financial objectives and provide personalized solutions. • Create estate flowcharts and other visual aids to simplify complex financial concepts. • Manage some aspects of investment portfolios, ensuring alignment with client goals and risk tolerance. • Offer financial counseling and advice to support clients in making informed decisions. • Utilize computer systems and tools to efficiently manage data and client information. • Handle inside sales activities to promote financial services and expand client relationships. • Provide remote assistance and virtual consultations to clients as needed.
2026-05-08T00:00:00Z

Financial Advisor

Edgartown, MA
onsite
Permanent / Full Time
65000 - 70000 USD / Yearly
Currently partnering with a well-established financial institution seeking a licensed investment professional to join their team. This is a highly visible role that blends investment strategy, client relationship management, and business development.This individual will play a key role in supporting the investment process, working closely with internal teams, and engaging directly with clients to deliver tailored financial solutions. Responsibilities:• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.• Analyze client portfolios and recommend investment strategies to optimize performance.• Manage ongoing client relationships through regular financial plan reviews and responsive communication.• Execute investment transactions in strict adherence to industry regulations and company policies.• Resolve client issues effectively and ensure high levels of customer satisfaction.• Develop and implement targeted sales strategies to meet organizational goals.• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.• Stay updated on regulatory changes and market trends to maintain expertise in the field.• Participate in community engagement and marketing initiatives to promote investment services.
2026-05-06T00:00:00Z

Financial Advisor

Westborough, MA
onsite
Permanent / Full Time
80000 - 125000 USD / Yearly
A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location. Key Responsibilities:Support senior advisors with client relationship managementBuild relationships with prospective clients and leverage referral networksDevelop new business through networking and centers of influenceProvide personalized financial guidance across investment, retirement, estate, tax, and insurance planningConduct regular client reviews and stay current on market trends
2026-05-06T00:00:00Z

Financial Advisor

Minneapolis, MN
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
We are looking for a dedicated Financial Advisor to join our team in the Twin Cities. In this role, you will provide expert investment management and tailored financial planning services to clients, helping them achieve their financial goals. You will collaborate with other detail oriented individuals and continuously develop your skills to stay ahead in the industry. Responsibilities:• Build and maintain strong relationships with clients, ensuring a thorough understanding of their financial needs and objectives.• Develop personalized financial plans that encompass income, expenses, insurance coverage, tax strategies, and risk tolerance.• Analyze market trends and client portfolios to create effective investment strategies.• Work with tax, legal, and insurance experts to create comprehensive financial roadmaps for clients.• Conduct regular reviews of client accounts to assess progress and recommend adjustments based on changing circumstances.• Prepare detailed financial summaries, income projections, and investment performance reports to support sound decision-making.• Ensure compliance with local and national financial regulations by staying informed about relevant legislation.• Participate in ongoing detail oriented development through workshops, webinars, and industry resources to enhance expertise in financial planning and investment management.• Utilize financial planning software to optimize client portfolio management and reporting.
2026-05-01T00:00:00Z

Financial Advisor

San Carlos, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-27T00:00:00Z

Insurance Follow-Up Specialist

Danville, KY
onsite
Temporary to Hire
15.675 - 18.15 USD / Hourly
We are looking for an Insurance Follow-Up Specialist to join a healthcare revenue cycle team in Kentucky. This contract opportunity with potential for a permanent role is ideal for someone who can manage insurance billing activity with accuracy, persistence, and strong attention to detail. The person in this role will help drive timely reimbursement by reviewing claims, resolving payer issues, and working outstanding balances through consistent follow-up. Responsibilities: • Prepare and submit initial insurance claims through both electronic platforms and paper processes, ensuring bills are sent out accurately and on schedule. • Examine claim details before submission to confirm charges, coding-related edits, and billing data align with payer expectations. • Apply current knowledge of payer-specific billing rules to identify issues, make needed corrections, and reduce avoidable denials or delays. • Use payer portals and online resources to verify coverage, monitor claim progress, and stay informed on updates that may affect reimbursement. • Manage daily accounts receivable work queues to pursue unpaid insurance balances and support prompt collection of outstanding amounts. • Investigate payer denials, rejections, and clearinghouse responses, coordinate corrections, and resubmit claims or route balances appropriately when needed. • Review patient registration and account information for completeness and accuracy to help prevent downstream billing errors. • Process insurance credit balances correctly and support departmental expectations for quality, productivity, and follow-up performance.
2026-06-01T00:00:00Z

Insurance Verification Specialist

Minneapolis, MN
remote
Temporary / Contract
18 - 21 USD / Hourly
We are looking for a detail-oriented Insurance Verification Specialist to support patient access and coverage verification for healthcare services. Looking for candidates with prior authorization experience, preferably focused on medication prior authorizations.Ideal candidates will have experience submitting authorization requests through payer portals and documenting/communicating within Epic.Strong understanding of insurance verification, pharmacy or medical authorization workflows, and payer guidelines preferred.Candidates should be detail-oriented, comfortable working in fast-paced healthcare environments, and able to effectively follow up on pending or denied authorizations. Responsibilities:• Review insurance benefits, referral conditions, and authorization guidelines to determine coverage requirements before scheduled services.• Work through payer websites and communication channels to submit authorization requests and provide supporting clinical details when needed.• Record verification and authorization outcomes in the patient record using accurate medical terminology and complete documentation.• Update coverage information in health records to reflect the most current insurance details obtained during review activities.• Arrange pre-authorizations, pre-certifications, and additional approvals for inpatient and outpatient services across multiple departments and care settings.• Identify delays or obstacles that may affect authorization approval and escalate issues promptly to support continuity of patient care.• Communicate clearly with internal teams, payers, and other stakeholders to resolve coverage questions and support service readiness.• Participate in virtual training and follow established workflows, policies, and quality standards while handling assigned tasks.
2026-05-15T00:00:00Z

Insurance Verification Specialist

Moline, IL
onsite
Temporary to Hire
18 - 22 USD / Hourly
Insurance Verification Specialist – Contract-to-Hire Opportunity Robert Half is seeking a detail-oriented Insurance Verification Specialist for a contract-to-hire position with one of our valued healthcare clients. If you thrive in a fast-paced environment and are passionate about supporting excellent patient care, this could be the great step in your career walk. As an Insurance Verification Specialist, you will play a crucial role in the patient billing process. Your primary focus will be verifying insurance benefits, determining estimated patient responsibility for medical procedures, and supporting overall patient satisfaction. Key Responsibilities:<ul><li>Review patient details and scheduled procedures, and identify any required medical implants</li><li>Verify insurance benefits by communicating with payers via phone or online platforms</li><li>Calculate estimated patient amount due based on insurance contracts and procedure specifics</li><li>Document all insurance and billing interactions accurately and in a timely manner</li><li>Maintain thorough records using provided templates and forms</li><li>Contact patients prior to scheduled procedures to discuss payment responsibilities and attempt pre-collection</li><li>Identify and obtain any necessary pre-authorizations or precertifications</li><li>Monitor daily activity to ensure all patients are verified for upcoming procedures</li><li>Address patient questions and concerns with professionalism, contributing to positive survey results and overall satisfaction</li><li>Escalate any billing discrepancies, challenging interactions, or unwillingness to pay to management</li></ul> Connect with our team today to learn more, discuss your short- and long-term goals and gain insight why people join and stay with this team! Call us at (563) 359-3995.
2026-05-22T00:00:00Z

Underwriter I

Des Moines, IA
onsite
Temporary to Hire
22 - 24 USD / Hourly
Robert Half is working with a reputable company in the Urbandale, Iowa area to fill an Underwriter I position. This is a contract-to-permanent opportunity offering an excellent chance to build underwriting experience while supporting core underwriting and account management operations. No insurance license is required for this role. The ideal candidate is detail-oriented, motivated, and capable of independent learning while maintaining a strong commitment to accuracy and customer service.Responsibilities:<ul><li>Review and process new and renewal applications to support underwriting operations.</li><li>Evaluate risks and pricing by applying established underwriting guidelines and rating rules.</li><li>Prepare and issue quote documents with a high level of accuracy and attention to detail.</li><li>Provide recommendations to carriers based on logical and precise analysis of accounts.</li><li>Deliver ongoing account management support across multiple programs or products.</li><li>Ensure compliance with regulatory standards, internal policies, and transparency requirements.</li><li>Manage workload efficiently by meeting service level agreements (SLAs) and production goals.</li><li>Assist with various projects as assigned to support overall team objectives.</li></ul>Please apply through our Robert Half website or call 515.706.4974.
2026-05-29T00:00:00Z

Underwriter I

Des Moines, IA
onsite
Temporary to Hire
22 - 26 USD / Hourly
Ready to take the next step in your career? We’re excited to partner with a well-established organization seeking an Underwriter I to join their team on a contract-to-hire basis. This is a great opportunity for someone looking to develop professionally, gain hands-on underwriting experience, and grow into a long-term role within the insurance industry. What You’ll Be Doing<ul><li>Evaluate incoming insurance applications for both new business and renewals</li><li>Apply underwriting standards to assess risk and recommend coverage and pricing</li><li>Generate and present quotes with a high level of accuracy</li><li>Support underwriting activities across assigned products and programs</li><li>Maintain strong relationships by providing ongoing service to accounts</li><li>Partner with internal teams as well as external contacts such as carriers, brokers, vendors, and clients</li><li>Ensure all work meets company standards and complies with regulatory guidelines</li></ul>If you enjoy working with details, analyzing information, and collaborating with a team, this could be the perfect fit. Apply now through the Robert Half website or call 515.706.4974 to get started.
2026-05-26T00:00:00Z

Patent Agent

San Francisco, CA
onsite
Temporary to Hire
60 - 70 USD / Hourly
A growing Bay Area intellectual property boutique is seeking a Patent Agent or Patent Attorney to support its patent prosecution practice on a contract-to-hire basis. This role supports a diverse portfolio of startup and emerging growth clients across software, AI, SaaS, ecommerce, consumer products, and related technologies. The team is seeking a practitioner who can own prosecution workflow end-to-end, communicate directly with inventors and clients, and operate with a high level of independence in a fast-moving environment. This is a strong opportunity for someone seeking hands-on responsibility, direct client exposure, and long-term growth within a lean IP practice. Key Responsibilities:<ul><li>Draft and prosecute U.S. utility and design patent applications across software, AI, SaaS, ecommerce, and related technologies </li><li>Prepare Office Action responses, including arguments addressing §§101, 102, 103, and 112 </li><li>Manage an active prosecution docket, including tracking deadlines via USPTO Patent Center and internal systems </li><li>Act as a primary point of contact for inventors, founders, engineers, and clients on assigned matters </li><li>Conduct invention intake discussions and support ongoing portfolio development </li><li>Prepare prosecution-related materials, including IDS filings, client correspondence, and status reporting </li><li>Perform prior art review, patentability analysis, and legal research as needed </li><li>Support continuation, divisional, and broader prosecution strategy </li><li>Assist with additional IP matters, including FTO analysis, due diligence, and portfolio review </li><li>Collaborate directly with firm leadership in a lean, entrepreneurial environment</li></ul>
2026-05-13T00:00:00Z

Patent Agent

Minneapolis, MN
onsite
Permanent / Full Time
110000 - 140000 USD / Yearly
A global law firm in the Twin Cities seeks a detail-oriented Patent Agent with proven experience in patent prosecution. This position offers direct collaboration with inventors and attorneys on cutting-edge technologies to secure and protect valuable intellectual property. If you are passionate about innovation, this is an excellent opportunity. Responsibilities:• Collaborate with inventors and researchers to assess the patentability of innovative technologies.• Draft, file, and prosecute patent applications with a focus on wireless technologies, artificial intelligence (AI), and processor and memory systems.• Respond to United States Patent and Trademark Office (USPTO) actions effectively and in a timely manner.• Maintain and manage patent portfolios for clients, ensuring alignment with their strategic objectives.• Stay informed about advancements in 5G, Wi-Fi, and other wireless technologies, as well as AI and related fields.• Provide expert guidance to clients regarding intellectual property strategies and best practices.• Conduct in-depth research on prior art to support patent applications and strengthen intellectual property claims.• Engage in client meetings to understand their needs and provide tailored solutions.• Ensure compliance with legal and regulatory requirements throughout the patent prosecution process.
2026-05-08T00:00:00Z

Patent Agent

San Francisco, CA
onsite
Permanent / Full Time
110000 - 180000 USD / Yearly
We are in search of a skilled Patent Agent to become a part of our team. The role will be based in our San Francisco office, and will involve working with a range of patent prosecution activities within the biotech and pharmaceutical industries. Responsibilities • Handle patent prosecution tasks with a focus on maintaining accurate records and processing applications• Utilize technical knowledge in cellular biology, molecular biology, biochemistry, genetics, immunology, virology, chemistry, organic chemistry, and pharmacy to enhance job functions• Conduct detailed prior art searches for patentability and freedom to operate analyses• Analyze patents and scientific papers to support patent preparation, prosecution, and counseling • Ensure excellent written and verbal communication in English during all interactions• Monitor customer accounts and take appropriate action when necessary• Maintain a broad technical knowledge to aid in job functions• Maintain a focus on customer inquiries, resolving them efficiently and effectively• Ensure all customer credit applications are processed accurately and efficiently• Uphold a high standard of service, maintaining accurate customer credit records.
2026-05-05T00:00:00Z

Financial Services Representative

Charleston, SC
onsite
Temporary to Hire
18.2115 - 23 USD / Hourly
We are looking for an experienced Financial Services Representative to join our team in Charleston, South Carolina. In this Contract to permanent position, you will play a key role in providing exceptional support to customers while handling banking transactions and assisting with account creation. This role offers an opportunity to grow professionally within the banking industry while delivering excellent service to members. Responsibilities: • Process customer transactions efficiently, including deposits, withdrawals, and payments. • Assist members with opening new accounts and guiding them through available banking products. • Deliver high-quality customer service by addressing inquiries and resolving issues promptly. • Ensure compliance with banking regulations and policies in all interactions. • Handle cash accurately and maintain proper cash drawer balancing. • Educate customers on credit union and banking services to help them make informed financial decisions. • Collaborate with team members to achieve customer satisfaction goals. • Maintain detailed and accurate records of transactions and account activities. • Stay informed about updates to banking services and products to provide current information to customers. • Support team efforts in meeting organizational objectives and promoting a positive work environment.
2026-05-12T00:00:00Z

Sales Representative

Pompano Beach, FL
onsite
Permanent / Full Time
60000 - 65000 USD / Yearly
We are seeking a Sales Representative who is career-minded, self-motivated, and comfortable with outbound sales activity. This role will focus on direct sales, national outreach, and pipeline development within the hospitality industry. This position involves calling and emailing hotels, developers, management companies, and other hospitality-related accounts, following up on projects, and identifying opportunities where we can submit our products for consideration. While we also sell through distribution channels, this role will sit on the direct sales side of the business and will be part of our internal sales team. Responsibilities:• Prospect and develop new business opportunities with hotels, resorts, cruise lines, developers, managementcompanies, and other hospitality-related accounts• Conduct outbound sales activity, including cold calling, emailing, prospecting, and consistent follow-up• Follow up on active and upcoming hospitality projects to identify potential sales opportunities• Build, manage, and grow a sales pipeline over time• Maintain regular communication with prospects, clients, and internal team members• Develop long-term relationships with customers and industry contacts• Attend trade shows and occasional client meetings as needed• Represent the company professionally and contribute to a team-oriented sales environment
2026-05-29T00:00:00Z

Sales Representative

Hauppauge, NY
onsite
Permanent / Full Time
50000 - 55000 USD / Yearly
We are looking for a motivated Sales Representative to expand our client base and guide customers through pool installation, renovation, and related service solutions in Long Island, New York. This position blends proactive business development with consultative selling, requiring someone who can identify opportunities, understand project goals, and present tailored recommendations with confidence. The ideal candidate is driven by results, communicates effectively with a wide range of clients, and works closely with internal teams to support a positive customer experience from initial contact through project handoff. BASE Salary (as listed) + Commission with no cap ** Responsibilities:• Identify and pursue new revenue opportunities through outreach efforts, local networking, referrals, and community-based relationship building.• Meet with residential and commercial prospects at their properties to evaluate project needs and recommend appropriate service options.• Prepare and deliver tailored estimates and proposals for installations, upgrades, renovations, and other project-based offerings.• Cultivate lasting partnerships with customers, contractors, and referral sources to encourage repeat business and future opportunities.• Coordinate with internal operations staff to ensure a seamless transition from signed agreement to project execution.• Consistently achieve or surpass assigned sales goals by managing activity levels and advancing sales opportunities.• Track customer interactions, proposal progress, and pipeline movement accurately within company sales systems.• Maintain a strong understanding of service offerings, market pricing, and competitor activity to position solutions effectively.
2026-05-07T00:00:00Z