Client Services Representative

Crossroads Bank

Description

Provided customer service by assisting clients with payments, policy changes, and new home and auto quotes using Excel for data tracking and accuracy. Analyzed client needs, current coverage, and long-term goals to calculate premiums and recommend financial strategies. Managed underwriting documentation, maintained records, and built client relationships while supporting continuous improvement and professional development. Maintain a sufficient understanding of and adhere to regulatory compliance as applicable, including BSA/OFAC

Requirements

Skills and Qualifications:

Strong customer service and interpersonal skills with the ability to build and maintain client relationships. Knowledge of insurance products and experience in needs-based sales. Basic proficiency in general math, basic accounting, and statistical analysis. Highly organized, dependable, and experienced in office operations. Skilled in Microsoft Excel, Word, and Office applications. Must obtain and maintain a Property & Casualty license.

Physical Requirements:

Ability to lift and/or carry up to 25 lbs (e.g., banker boxes) as needed. Capable of sitting or standing for extended periods. Adept hand and finger dexterity for operating a computer keyboard and mouse.

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Client Services Representative in Wabash, IN vacancy

Customer Solutions Specialist
Job Title Location 1205 Cass Street, Wabash, IN, 46992, United States Other Compensation Pay Based on Experience, full benefit package M,D,V, Life, 401(k) with company match, paid holidays, paternity leave, etc. Job Category Administration Employee Type Non...
Suggested
Crossroads Bank
Wabash, IN
16 hours ago
Store Associate
$16 - $23 per hour
...Essential Functions: Providing differentiated customer service by anticipating customer needs, demonstrating compassion and care... ...pay range for this role is: $16.00 - $23.00 This pay range represents the base hourly rate or base annual full-time salary for all positions...
Suggested
Hourly pay
Full time
Part time
Local area
Shift work
CVS Health
Wabash, IN
2 days ago
Cashier/Sales Associate - 2nd/3rd shift
$11 per hour
...in lottery, cigarette, and alcohol sales - ensuring compliance with all age verification and legal requirements Offer friendly service and upsell customers when possible to increase sales Keep the inside and outside of the store clean and safe, including: Deep...
Suggested
Weekly pay
Full time
Part time
Flexible hours
Shift work
Night shift
Weekend work
Afternoon shift
E-Z Mart Inc
Wabash, IN
2 days ago
Merchandising Sales Associate
...it is essential that you be available, flexible, adaptable and service-oriented, as you must be able to fulfill all of the following... ...position is non-sedentary. Disclaimer This job description represents an overview of the responsibilities for the above referenced position...
Suggested
Full time
Part time
Flexible hours
Shift work
Night shift
Tractor Supply
Wabash, IN
1 day ago
Grocery Clerk
...Job Description Create an outstanding customer experience through exceptional service. Establish and maintain a safe and clean environment that encourages our customers to return. Assist the department manager in reaching sales and profit goals established for the...
Suggested
Full time
Part time
Seasonal work
Flexible hours
Kroger
Wabash, IN
2 days ago
Weekend Receptionist
...Front Desk Operations: Greet visitors, answer incoming telephone calls promptly, direct inquiries, and provide professional customer service to internal and external stakeholders. Coordinate Communications: Transfer calls, page emergency personnel and campus staff,...
Part time
Weekend work
Whites Residental
Wabash, IN
16 hours ago
Sales Coordinator Remote
$69k
...Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based... ...management. You will work remotely, serving clients by providing guidance and protection... ...relationship-building skills Sales or customer service experience is helpful but not required...
Remote job
Work from home
Flexible hours
HMG Careers
Wabash, IN
more than 2 months ago
Youth Support Specialist
...'s mission statement, Statement of Faith, and Code of Conduct. A high school diploma is required. A bachelor's degree in Human Services or a related field is preferred. Must be 21 years of age or older. Must have a valid driver's license and proof of vehicle insurance...
Local area
2 days per week
Josiah White's
Wabash, IN
3 days ago
Remote Sales and Service Agent
$69k
...Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position... .... You will work remotely, serving clients by providing guidance and protection solutions... ...building skills Sales or customer service experience is helpful but not required...
Remote work
Work from home
Flexible hours
HMG Careers
Urbana, IN
16 hours ago
Mail Carrier - City - No Experience Required
$23.47 - $38.62 per hour
...Deliver mail and packages to homes and businesses on assigned routes Customer Assistance : Help customers with postal inquiries and service requests Sorting Mail : Organize and prepare mail by size, shape, and route for accurate delivery Administrative Duties : Maintain...
Hourly pay
Postal Jobs Resource
Lagro, IN
more than 2 months ago
Now Hiring: Traveling Retail Merchandiser - Overnight
$17 per hour
...lift up to 50 lbs. Have reliable transportation to and from work location Demonstrate excellent customer service and interpersonal skills with our clients, customers and team members Interested in traveling within and outside of your home state, with overnight...
Hourly pay
Immediate start
Night shift
The Retail Odyssey Company
Lagro, IN
16 hours ago
Mail Carrier - Rural Assistant - No Experience Required
$23.47 - $38.62 per hour
...vehicle. The position primarily involves working on weekends and holidays, with the potential for up to seven days of parcel delivery service. It is an excellent opportunity for those who enjoy working outdoors and providing reliable delivery service. Position Details...
Hourly pay
Weekend work
Postal Jobs Resource
Wabash, IN
more than 2 months ago
Window Clerk/Customer Service - No Experience Required
$23.47 - $38.62 per hour
Role Overview USPS is accepting applications for PSE Sales & Services/Distribution Associate nationwide. This role ensures the smooth distribution of mail while offering professional customer support. USPS provides training to help you succeed in this role. Position Details...
Hourly pay
Postal Jobs Resource
Wabash, IN
more than 2 months ago
Mail Carrier - Rural - No Experience Required
$23.47 - $38.62 per hour
...Opportunities to grow within USPS Key Responsibilities Mail Delivery : Deliver and collect mail on assigned routes Customer Service : Assist customers with postal needs and inquiries Administrative Tasks : Maintain accurate delivery records and documentation...
Hourly pay
Postal Jobs Resource
Lagro, IN
more than 2 months ago
Weekend Industial Custodian
$14 - $16 per hour
...Solution over problem Responsibilities: Utilize the client's customized commercial cleaning checklist to perform all tasks... ...: $14.00 - $16.00 per hour Office Pride Commercial Cleaning Services is one of the most respected full-service janitorial and commercial...
Hourly pay
Weekly pay
Part time
Work at office
Flexible hours
Weekend work
Afternoon shift
Office Pride
Wabash, IN
3 days ago
Industrial Cleaner
$15 - $17 per hour
...out core values. TEAM FIRST HANDS ON BE A KIND HUMAN DO THE RIGHT THINGS RIGHT SOLUTION OVER PROBLEM Responsibilities Utilize the client’s customized commercial cleaning checklist to perform all tasks to the standards established. Dust furniture, equipment, partitions...
Weekly pay
Extra income
Part time
Work at office
Flexible hours
Night shift
Afternoon shift
Office Pride
Wabash, IN
1 day ago
Industrial Cleaner
$14 - $16 per hour
...TEAM FIRST HANDS ON BE A KIND HUMAN DO THE RIGHT THINGS RIGHT SOLUTION OVER PROBLEM RESPONSIBILITIES: Utilize the client’s customized commercial cleaning checklist to perform all tasks to the standards established. Dust furniture, equipment,...
Weekly pay
Extra income
Part time
Work at office
Flexible hours
Afternoon shift
Office Pride of Northeastern Indiana
Wabash, IN
3 days ago
Part-Time Vacancy Compliance Representative
$25 - $35 per hour
...mortgage lenders nationwide. Based in Reno, NV, we have a 12-year track record of excellence and stability in the mortgage field services industry. We partner with highly motivated independent contractors who prioritize accuracy, reliability, and professional autonomy...
Hourly pay
Price work
Extra income
Full time
Part time
For contractors
Live in
Flexible hours
FAR Inspections
Wabash, IN
23 hours ago
Meat/Produce Team Associate
$14 - $27 per hour
Hourly Wage: $14 - $27 per/hour *The actual hourly rate will equal or exceed the required minimum wage applicable to the job location. Additional compensation includes annual or quarterly performance incentives. Additional compensation in the form of premiums may...
Hourly pay
Minimum wage
Full time
Temporary work
Part time
Shift work
Day shift
Walmart
Wabash, IN
5 days ago
Delivery Specialist
...secure vehicle at end of day. Clock in/out according to company policy. Perform additional duties as assigned, including customer service, sweeping, general stocking and straightening stock, merchandising, running errands, handling core returns, checking in and putting...
Immediate start
O'Reilly Automotive Stores, Inc.
Wabash, IN
1 day ago
Delivery Specialist
...the end of each business day. Clock in/out according to company policy. Perform additional duties as assigned, including customer service, sweeping, general stocking and straightening, merchandising, running errands, handling core returns, checking in and putting up stock...
Local area
Immediate start
Flexible hours
Dormont Manufacturing Company
Wabash, IN
5 hours ago
Revenue Cycle Specialist
$18 per hour
POSITION SUMMARY: The Revenue Cycle Specialist is responsible for supporting daily revenue cycle operations, including billing, accounts receivable, and cash applications. This role focuses on accurate and timely processing of claims, payments, and follow-up activities...
Hourly pay
Work at office
Remote work
Bridgeview Eye Partners
Wabash, IN
4 days ago
Delivery Specialist - Parts & Customer Service Pro
O'Reilly Automotive Stores, Inc. is looking for a Delivery Specialist in Wabash, Indiana, responsible for delivering parts and products to professional customers. Candidates must have a legally required state driver's license and possess strong interpersonal skills. The...
O'Reilly Automotive Stores, Inc.
Wabash, IN
1 day ago
Restaurant Server - Urgently Hiring
Pizza Hut If you want to know about the requirements for this role, read on for all the relevant information. - Wabash is looking for hardworking and passionate individuals to join our restaurant as a full time or part time server. As a restaurant server, providing the...
Full time
Part time
Immediate start
Shift work
Pizza Hut - Wabash
Wabash, IN
3 days ago
Patient Care Technician
...the basic patient care that meets the needs and uniqueness of assigned patients. Is responsible for the delivery of quality care and service excellence; and adheres to the PH Standards of Behavior. Education Must have a HS Diploma or GED. If candidate is at least...
Parkview Health
Wabash, IN
2 days ago
Server - Urgently Hiring
SERVER WITH FULL BENEFITS 30+ HOURS PER WEEK Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap. - Health insurance - Vision & dental insurance - Long term & short-term disability insurance - Life insurance - 401(k) - Vacation...
Extra income
Temporary work
Second job
Immediate start
Flexible hours
Pizza Hut - Wabash
Wabash, IN
3 days ago
Home Health Aide
$16.35 per hour
...Flexible scheduling No experience required Amazing benefits – health care, paid time off, and more Meaningful work with clients who need your help Industry leader with 40+ years of history in a high-demand field Veteran-Friendly Employer : We encourage...
Weekly pay
Immediate start
Flexible hours
Help At Home
Wabash, IN
3 days ago
Account Executive
$100k
...that has over a decade of industry experience. Slice Merchant Services offers innovative payment processing solutions to merchants.... ...professionals to join our most aggressive and lucrative Sales Representative Program ever offered. Demonstrate your passion and sales...
Local area
Disability Solutions
Wabash, IN
2 days ago
Account Manager
...relationships with existing customers through consistent follow-up and reliable service Introduce customers to new and alternative alloy products that meet their needs Represent Metal Source professionally in all customer-facing interactions Sales Execution...
Full time
Gebhart Holdings
Wabash, IN
3 days ago
Dishwasher
$15 per hour
...maintained and seeing that cleaned dishes are available for service Follows food safety guidelines for washing, drying, and storing... ...experience Physical Requirements The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable...
Hourly pay
Local area
Flexible hours
Shift work
Bob Evans
Wabash, IN
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Representative. Be the first to apply!