6 client support representative jobs at 5 companies in Beloit, WI
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2mo
Client Support Representative
Waunakee, Wisconsin, United States
OnsiteFull Time
Lake Ridge BankOTC: LRBI: Community bank providing commercial, personal, and wealth management services.
1+ YOEAssociate degree or 1-2 years in financial services; client service experience; knowledge of financial products; proficient with Microsoft Office; strong organizational and communication.
Experity: Software and billing services for urgent care providers.
1+ YOEHigh school diploma,1 year customer service experience,proficiency with Microsoft Office and Salesforce,technical troubleshooting and case management,ability to work rotating shifts and participate in on-call schedule.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Salesforce
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic CRM/computer skills, and ability to work independently in a remote environment.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic CRM/computer skills, and the ability to work independently in a remote environment.
Impact Insurance Agency: Provides supplemental insurance solutions for businesses and their employees.
Consultative B2B sales and relationship management; willingness to obtain Health & Life insurance license (support provided); strong communication, organization, and client-service skills; experience from education or coaching preferred.