Client Success & Insurance Services Associate
Steve Fair - State Farm Agent
Steve Fair - State Farm Agent in Scottsdale, AZ, seeks an Account Associate to support daily operations, grow the agency through meaningful customer relations, and act as a liaison between customer needs and agency departments. You will help customers with policy changes, process claims, and promote relevant insurance and financial services while developing your sales and service skills in a friendly, team-oriented environment. #J-18808-Ljbffr Steve Fair - State Farm Agent
$250k
...this team. THE OPPORTUNITY As a Client Success Representative, you will be the trusted... ...~401k with company match ~ Pet Insurance through MetLife for your 10X pets ~ Company... ...the opportunity to sell our Products/Services (and are trained on how to do so)...SuggestedFull timeLocal areaMonday to FridayWeekend work$250k
...Client Success Representative The Client Success Representative is responsible for driving revenue... ...targets. Ensure exceptional customer service to both new and existing clients,... ...% paid Meal prep service discounts Pet insurance through SPOT Employee Assistance Program...SuggestedWork at officeLocal area- Vestwell is seeking an energetic Employer Services Associate to serve as the first point of contact for clients, answering emails and calls and resolving issues per policy. You will work cross-functionally with internal teams to ensure client satisfaction and timely resolutions...Suggested
- ...diversified financial services leader with more than... ...business and institutional clients. We are a longstanding... ...asset manager and an insurer. Our unwavering focus... ...Client Service Associate, you will provide dedicated... ...new business paperwork successfully submitted which...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...technology firm based in Scottsdale, AZ is looking for a Financial Relationship Manager to support clients post-sale. This role focuses on client advocacy, ensuring successful platform use and satisfaction. The ideal candidate has 3-5 years of experience in fintech or...SuggestedWork at office
- ANM Managed Services is seeking a Senior Client Success Manager in Englewood, CO to lead client relationships, drive retention and growth, and act as a trusted advisor. You will coordinate with internal teams to align services with business goals and manage the client lifecycle...
- ...Description What is the opportunity? As a Senior Client Associate (SCA)/Branch Service Manager (BSM) at RBC Wealth Management, you will embrace... ..., making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program...Full timeWork at officeFlexible hours
$26.4 per hour
...Incentives Role Mission Serve as the firm's premier client concierge. You will qualify incoming marketing leads (... ...& Skills Experience: 3+ years in financial services, wealth management, or insurance. License: Active State Life & Health Insurance License...Permanent employmentTemporary work- Registered Client Service Associates provide exceptional service to our clients and support Financial... ...with a client first mindset, a successful candidate for this role will have strong... ...bonds, options, mutual funds, annuities, insurance, and managed accounts Detail...Work at officeLocal area
- ...prospective and existing clients and other branch staff... ...and recognition for service and excellence in the... ...Registered Client Service Associate who is a motivated,... ...and cost basis were successfully received. Monitors available... ..., and vision; life insurance; critical illness...Work experience placementWork at office
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...with a client first mindset, a successful candidate for this role will have strong... ..., options, mutual funds, annuities, insurance, and managed accounts Detail oriented...Work at officeLocal area
- Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors by delivering superior client service... ...-team collaboration to enhance the client experience. The successful candidate brings a client-centric mindset, strong communication...
- ...Representative to join the team. You will be the customer-facing link between clients and agency departments, helping them understand and apply for insurance products while delivering friendly, proactive service. As a sociable, sales-minded professional, you will grow the agency'...
- Openforce in the United States is seeking a Client Services Representative II to ensure a seamless experience for our SaaS clients. You will communicate by phone, email, and chat, troubleshoot issues, and advocate for client needs to drive adoption and satisfaction. You...Hourly payFull time
- Registered Client Service Associates provide exceptional service to our clients and support Financial... ...with a client first mindset, a successful candidate for this role will have strong... ...bonds, options, mutual funds, annuities, insurance, and managed accountsDetail...Work at officeLocal area
$60k - $85k
A leading insurance agency in Scottsdale, AZ is seeking an Account Representative - State Farm Agent Team Member to enhance client relations and support daily business operations. The ideal candidate should have a strong background in sales and client relationship management...Full time$60k - $85k
A leading insurance agency in Scottsdale, Arizona, seeks an Account Representative to enhance client relationships and provide outstanding customer service. The role involves answering inquiries about insurance specifics and promoting products tailored to customer needs...- A financial services firm in Scottsdale is seeking a Client Support Specialist to enhance client relationships and provide administrative support. Key responsibilities... ...and communication skills are crucial for success in this fast-paced environment, making this role a...
- ...Applicants Only The financial services industry is experiencing... ...people and building a successful business. Learn more about... ...requested information about life insurance. Conduct professional needs... ...insurance solutions that fit each client's goals. Build lasting...Remote workFlexible hours
- ...building strategies. We are dedicated to your success, focusing on your triumphs and peace of... ...-time on-site role for a Sr. Registered Client Specialist located in Scottsdale, AZ. The... ...will be responsible for managing client services, providing financial insights, supporting...Full timeRemote work
- David Dorman - State Farm Agent is looking for an Account Associate to support daily operations and help customers succeed. You will grow... ...and linking customer needs to relevant products and services. As a sociable, sales-minded professional, you will manage accounts...
$19 - $22 per hour
...calling. Our team serves amazing clients who are deeply committed to... .../junk folders. What Success Looks Like Creating... ...educate clients on veterinary services and best practices for animal... ...Health, dental, and vision insurance, plus 401k with company match...Hourly payFull timeWeekend workDay shift- ...Client Sales Representative (Entry-Level) Summit Sky Consulting... ...skills needed for long-term success. Whether you are a recent... ...and provide excellent customer service Participate in training, coaching... ...programs Access to life insurance and medical, dental, and...Full timeRemote workWork from home
- A financial services company in Scottsdale, Arizona is seeking a Customer Service Representative. The role involves responding to inquiries from clients and educating them about products. Ideal candidates will have a high school diploma and at least one year of customer...
$120k - $150k
...Highlights Job Title: Senior Director of Client Relations Location: Fully Remote... ...support strategic decision-making. The successful candidate will combine executive-level... ...additional consulting or strategic services Support business development initiatives...Full timeContract workRemote workFlexible hours- ...Wealth Management - Private Client Advisor - Scottsdale, AZ Location... ...outstanding customer service while staying committed to diversity... ...and support your teammates' success and the goals of the bank,... ...Life, Health and Long-Term Care Insurance license, or to obtain within...Full time
$10 - $25 per hour
...product assortment, unparalleled services, and exclusive activations... ...in developing long-lasting client relationships and succeeds at... ...other qualifications of the successful candidate. Benefits: We offer... ...eligibility requirements: medical insurance, dental insurance, vision...Full timeSeasonal workRemote work- ...Client Services Associate - IV Nutrition Scottsdale Do you thrive on providing exceptional customer service and have a passion for health and wellness? IV Nutrition Scottsdale is searching for a motivated and enthusiastic Client Services Associate to join our team...Full timePart time
- ...Job Description Job Description Insurance CSR Specialist (Bilingual) – Join... ...looking for a bilingual Customer Service Specialist to join our fast-growing... ...hard, have fun, and celebrate success together all while helping clients protect what matters most. In this...Work at officeFlexible hours
$65k
...and Investment News, Mission Wealth is hiring a growth-minded Client Services Representative to join our high-performing Operations... ...letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite...Full time
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