Financial Associate (Public) gathers and interprets financial data and coordinates the process for the origination of debt securities used to finance public projects for housing, utilities or other municipal initiatives. Develops estimates of services and completes a comprehensive analysis of project, including bond ratings and insurance. Being a Financial Associate (Public) collaborates with public officials in analyzing the necessary bond and cash flow reports that are associated with the projects. Starts the offering process and may make recommendations to interested investors. Additionally, Financial Associate (Public) coordinates preparation of all offering documents. Manages the bond issuance process and assists with the offering. Depending on the size and level of project, responsibility may vary. May manage the entire project or only a portion of the deal. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Public) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Public) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Our well-established insurance agency is a small, close knit group looking for a new team member. We are currently seeking a friendly, highly motivated individual to provide excellent customer service.
The incumbent of this position will be required to:
- Answer phones and greet visitors in a professional, friendly manner
- Determine the specific needs of clients by researching current coverage and available options
- Provide quotes for new client policies
- Establish new policies for clients
- Provide service for clients’ changing needs
- Build and maintain courteous and effective relationships with clients and coworkers
Required skills:
- Performs well in a fast-paced work environment
- Good at multitasking
- Strong written and verbal communication skills
- Typing and knowledge of basic computer programs
- Previous insurance experience is a plus
Starting pay depends on experience. Benefit package offered. Must be willing to get licensed.
If this position sounds like a good fit, we would love to hear from you!
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Job Type: Full-time
Pay: $20.00 - $25.00 per hour
Expected hours: 40 per week
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Ability to Relocate:
Work Location: In person
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