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
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.
Everence: Provides faith-based banking, insurance, and investment management services.
Preferred: two years of college or specialized training, two years of administrative support, and financial services or insurance experience. Requires Microsoft Office proficiency, organization, communication, judgment, and problem-solving skills.
CRM, LaserApp, DocuPace, Microsoft Office, OnBase, Financial Profiles
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
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.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Self-motivated sales role; build client relationships, generate opportunities, provide client service; industry licensing required or willingness to obtain; sales/customer service experience helpful but not required.