58 client representative jobs at 21 companies in La Conner, WA
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Client Service Representative
Victoria, British Columbia, Canada
OnsiteFull Time
CIBCToronto Stock Exchange: CM: Provides personal, commercial, and investment banking and wealth management.
Provide client-facing banking support, process transactions, promote digital banking, and resolve client issues using strong customer service and organizational skills.
Client Care Representative – Personal Lines Renewals
Victoria or Courtenay or Duncan or Parksville or Campbell River or Nanaimo
$45k-$55k/yrHybridFull Time
Hub International: Provides global insurance brokerage and risk management services.
1+ YOE1+ year personal insurance experience; strong client service, communication and sales abilities; Level 2 General Insurance license is an asset; industry designations (CIP, CAIB, CRM) considered an asset; successful background check required.
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
1+ YOEUndergraduate degree or college diploma preferred; 1+ year relevant experience; must obtain CIRO Investment Representative (IR) license; strong communication and relationship skills; knowledge of wealth management an asset.
Divinity Group: Sells supplemental insurance policies to businesses and individuals.
B2B supplemental insurance sales role with responsibility for client education, presentations, enrollments, and training/mentoring other sales representatives; strong communication, leadership, and composure under pressure; first responders encouraged to apply.
Proven sales and business development experience, strong negotiation and client management skills, ability to work independently, proficiency in Salesforce and Microsoft Office.
Canyon Creek Financial: Provides supplemental health and life insurance for businesses and families.
Face-to-face B2B sales with local business owners; sales or client-facing experience preferred; willing to obtain state insurance license (assistance provided).
Devine Business Group: Sells supplemental health insurance and financial protection policies.
Proven B2B sales success, ability to conduct in-field client meetings, coach and train sales reps, strong communication and relationship-building, comfortable with CRM and Mac products.
2+ YOE2+ years inside sales, sales support, or project coordination experience; comfortable with CRM and Microsoft Office; strong communication, organization, and client-focused skills; construction/architectural experience preferred.
RISE Financial Group: Sells supplemental health insurance to individuals and small businesses.
1+ YOE1+ year B2B sales experience, strong communication and leadership, valid driver\u0007s license and reliable transportation, willingness to obtain state health insurance license, ability to travel and use mobile devices for client communication.
Alpha Supported Living Services: Providing residential and community support for adults with disabilities.
2+ YOEManage clients' finances per SSA guidelines, use QuickBooks/Excel/Outlook, perform bill paying and reporting, maintain records, valid WA driver\u0002s license and clear background check, HS/GED with experience or Associate with experience.
Your Summit Insurance: Provides supplemental health and life insurance for small businesses.
4+ YOEB2B outside sales role; must be able to develop local business relationships, grow a book of business, and obtain Health & Life producer license (or already licensed). Bachelor's degree or 4 years professional experience; strong communication and client-care skills.
Impact Insurance Agency: Provides supplemental insurance solutions for businesses and their employees.
Consultative B2B sales and relationship management; willing to obtain Health & Life license (assistance provided); strong communication, organization, and client-service skills; background in education/coaching preferred.
WaFd BankNasdaq: WAFD: Provides comprehensive personal and commercial banking and lending services.
High school diploma or equivalent; experience in retail or client service; basic math, 10-key, keyboarding; proficiency with Microsoft Excel, Word, Teams, Outlook; strong communication and digital skills.
Microsoft Excel, Microsoft Word, Microsoft Teams, Microsoft Outlook
SavATree: Provides professional tree, shrub, and lawn care services.
Develop and grow territory; diagnose landscapes; provide estimates; manage client relationships; coordinate with crews; network and represent at events.
ScotiabankToronto Stock Exchange: BNS: Provides global personal, commercial, and investment banking services.
Securities industry experience and CIRO Registered Representative (RR) approval, strong communication, attention to detail, client service and time management skills.