• Commercial Lines Associate

    World Insurance Associates, LLC. (Kingston, NY)
    …The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead ... offices across North America. We specialize in personal and commercial insurance lines , surety and bonding, employee...the client needs. + Set up and maintain accurate account details, contacts, and policy information in EPIC +… more
    World Insurance Associates, LLC. (09/27/25)
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  • Financial Partner/Universal Associate -New…

    Heritage Financial Credit Union (New Paltz, NY)
    Financial Partner/Universal Associate -New Paltz Branch New Paltz, NY (http://maps.google.com/maps?q=234+Main+St.+Suite+B+New+Paltz+NY+USA+12561) * Retail Banking ... but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and...cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash… more
    Heritage Financial Credit Union (11/15/25)
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