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
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.
Business Insurance Senior Client Service Representative
South Bend, Indiana, United States
$44k-$69k/yrHybridFull Time
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.
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.
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.
Teller (Client Services Representative), FLOAT, LaPorte County, IN
Michigan City, Indiana, United States
OnsiteFull Time
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.
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
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.
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.