27 client representative jobs at 11 companies in Plymouth, IN

1mo
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Client Service Representative
Mishawaka, Indiana, United States
OnsiteFull Time
SYM Financial Advisors
SYM Financial Advisors: Independent wealth management and financial planning advisory firm.
Associate degree required, strong PC and Microsoft Office skills, excellent written/verbal communication, problem-solving, ability to manage multiple priorities; CRM experience and 2+ years in financial services preferred.
Microsoft Bookings, Microsoft Teams, Outlook Calendar, Microsoft Word, Microsoft Office Suite, Client Relationship Management (CRM), Schwab, Fidelity, Docusign
2mo
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Client Support & Benefits Representative
South Bend, Indiana, United States
RemoteFull Time, Part Time
Allen Agency
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Insurance license or willingness to obtain, strong communication and interpersonal skills, self-motivated, ability to work independently, basic computer skills for client management.
3w
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Veterinary Client Service Representative
Mishawaka, Indiana, United States
OnsiteFull Time
Thrive Pet Healthcare
Thrive Pet Healthcare: Operates a network of veterinary hospitals and pet clinics.
Customer-service oriented candidate; veterinary experience preferred but not required. Must communicate well, multitask, and work rotating Saturdays.
1mo
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Business Insurance Senior Client Service Representative
South Bend, Indiana, United States
$44k-$69k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
Obtain state P&C license within 75 days, proficient in Microsoft Excel and Word, organized with basic accounting/math skills, able to process policies, endorsements, audits, and client documents.
Microsoft Excel, Microsoft Word
4w
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Outside Sales Representative
South Bend or United States
RemoteFull Time
American Fidelity
American Fidelity: Provides supplemental insurance and financial services to niche markets.
Selling group and individual life, health and annuity products and educating customers about benefits and financial security solutions for institutional and individual clients.
3w
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Field Sales Representative
Niles, Michigan, United States
$60k-$100k/yr FieldFull Time
The True North Group
The True North Group: Provides supplemental health and life insurance for small businesses.
Face-to-face small-business sales, presenting employee benefit packages, building client relationships, willing to obtain health and life insurance license within 90 days; CRM familiarity preferred.
Salesforce
2mo
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Teller (Client Services Representative), FLOAT, LaPorte County, IN
Michigan City, Indiana, United States
OnsiteFull Time
1st Source
1st SourceNASDAQ: SRCE: Provides commercial and consumer banking and wealth management services.
Handles client financial transactions, provides exceptional customer service, balances cash drawer, cross-sells products, high school diploma/GED required, PC/Windows proficiency, evenings and weekends availability, travel to other locations as needed.
Microsoft Office, Windows
2mo
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Veterinary Customer Service Representative (CSR)
Portage, Indiana, United States
$15-$17/hr OnsiteFull Time
Community Veterinary Partners
Community Veterinary Partners: Operates and manages a community of animal hospitals.
Front desk receptionist duties including greeting clients, answering phones, scheduling, payments, and client communication. Must be empathetic and able to multitask.
Phone system, Veterinary software, Billing software, Word processing, Spreadsheets
2w
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Entry Level Direct Sales Representative
Warsaw, Indiana, United States
$42k-$72k/yr FieldFull Time
Altitude Group
Altitude Group: Provides supplemental health insurance with return-of-premium benefits.
Autonomous territory sales role requiring cold calling, in-person meetings, building client relationships; health & life producer license required or willing to obtain; bachelor's degree or equivalent experience preferred.
4d
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Food Service Worker (Student), (Goshen College)
Goshen, Indiana, United States
OnsitePart Time
AVI Foodsystems
AVI Foodsystems: Provides food service, vending, and hospitality solutions to organizations.
Strong work ethic, professional communication, multitasking ability, and respectful relationships with team members, vendors, supervisors, customers, and client representatives; food service experience preferred.
401(k)
2mo
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Customer Service/Sales
Hobart, Indiana, United States
$10-$45/hr OnsiteFull Time
Unlimited Love & Care Homecare
Unlimited Love & Care Homecare: Provides in-home care and companion services for seniors.
Experience in customer service; tax preparation experience and ability to build client base; marketing skills and willingness to learn.