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.
First MerchantsNASDAQ: FRME: Provides commercial, consumer, and wealth management banking services.
1+ YOEHigh school diploma, 6+ months selling experience, 1+ year sales/banking or related experience, ability to travel daily within region, SAFE Act (NMLS) registration within 3 months, ability to obtain Notary Public, strong multitasking and product knowledge.
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.
Acosta Group: Provides retail sales, marketing, and merchandising services for brands.
Part-time merchandising role requiring 21+, comfortable with smart device, able to lift 25–50 lbs, reliable transportation, travel to multiple stores, transport materials.
American Income LifeNYSE: GL: Provides life and supplemental health insurance for working families.
Remote leadership role requiring strong client service, communication, team leadership, coaching, and ability to work in a fast-paced remote environment.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, ability to work independently and as part of a team, integrity and desire to help families; remote work capability required.
Neighborhood Health: Provides affordable primary medical, dental, and behavioral health services.
1+ YOEHigh school diploma/GED,1+ year office experience,proficiency with practice management software and basic math,knowledge of WIC policies,customer service and communication skills.
Spieldenner Financial Group: Provides life insurance and mortgage protection products to families.
Commission-based sales role requiring outreach, client meetings (virtual or in-person), research, follow-up with carriers, and a coachable growth mindset; entry-level candidates considered.
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 territory sales of supplemental insurance, building client relationships, generating leads, maintaining records, and obtaining a Life & Health license within 30 days (support provided).
Berkshire eSupplyNYSE: BRK.A: Master wholesaler and distributor of industrial and MRO supplies.
Outside sales experience required; CNC machining or industrial distribution experience preferred. Must be 21+ with a valid driver’s license and clean driving record. Must manage and grow a sales territory, prospect clients, meet KPIs, and be proficient with Windows, Microsoft Office, and Microsoft Teams.
Tradesmen International: Provides skilled craftworkers and contingent labor to construction contractors.
Proven industrial sales ability, new business development, territory management, client relationship building, cold-calling, and professional presentations; industry/product knowledge preferred.
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.
The Edelson Agency: Provides life insurance and debt elimination financial strategies.
Remote sales role with performance-based pay; no base salary or cold calling; requires discipline, honesty, confidence, and passion for helping others; training and support provided; daily client calls.