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.
Altitude Group: Provides supplemental health insurance with return-of-premium benefits.
4+ YOEFull-time outside territory sales role requiring self-motivation, ability to build client relationships, willingness to obtain Health & Life producer license, and either a bachelor's degree or 4 years professional experience.
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