- World Insurance Associates, LLC. (Brewster, NY)
- …across North America and the UK World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment ... audits as applicable Other Responsibilities, as applicable + Setup and maintain account details, contacts, and policy information in EPIC + Summarize loss history… more
- World Insurance Associates, LLC. (Kingston, NY)
- …Summary The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a ... 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
- Heritage Financial Credit Union (Wappingers Falls, NY)
- …This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to ... other lines of business as needed, along with handling cash...Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager + Assist the Branch Manager and… more