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
Orland Park or South Bend or Waukesha or Chicago or Edina
$36k-$66k/yrHybridFull Time
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
Life and Health license required within 75 days of onboarding; bachelor's degree in business, insurance, or related field preferred. Requires Microsoft Office Suite and SmartSheet proficiency.
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.
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
Customer Service Representative, Annuity Contact Center
Fort Wayne, Indiana, United States
$23/hrRemoteFull Time
Lincoln Financial GroupNYSE: LNC: Public financial services providing annuities, life insurance, group protection, and retirement services to individuals and employers.
2+ YOEHigh school diploma or GED, 2–3 years of aligned client service experience, strong verbal and written communication, multitasking, research, analytical skills, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Knowledge Base, Google, Speed Test
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.