Investment & Insurance Client Solutions Specialist II
First Command
First Command is seeking a Client Solutions Specialist II to support clients and field partners in investment and insurance accounts. This role emphasizes strong customer service, integrity, and the ability to balance competing priorities in a fast-paced environment. The successful candidate will assist clients with inquiries, document interactions, and collaborate with various teams to resolve issues, requiring a Bachelor's degree and relevant industry experience. Series 7 and 66 licenses are required within 180 days. #J-18808-Ljbffr First Command
- ...this role impact First Command? The Client Service Center (CSC) is the primary... ...ethical standards. The Client Solutions Specialist II role supports our clients, employees... ...responding to inbound calls related to investment and insurance accounts and products and acting as...SuggestedWork experience placement
$75k
...take charge of your earning potential? At Platinum Supplemental Insurance, we're looking for motivated individuals ready to learn, grow,... ...and educate them about Platinum's supplemental insurance solutions. 2. Leverage Our 10-Step Sales Process: Follow a time-tested...SuggestedFlexible hoursNight shift- Private Account Administrator II - Personal Trust It’s about... ...portfolio of trust accounts and investment agencies, ensuring that each... ...experience Profile clients and establish goals, objectives... ...long‑term disability, and life insurance 401(k) matching Generous holiday...Suggested
- ...Account Specialist II, Insurance Follow-Up & Denials Management Location: Calmont Operations Building Department: CBO/PT Financial Services Shift: First Shift (United States of America) Standard Weekly Hours: 40 Summary: The Account Specialist II, Insurance...SuggestedWork at officeShift workDay shift
- ...Department CBO/PT Financial Services Shift First Shift (United States of America) Standard Weekly Hours 40 Summary The Account Specialist II, Insurance Follow-Up & Denials Management is responsible for all insurance follow-up responsibilities for Cook Children's Physician...SuggestedShift workDay shift
$24.04k - $29.11k
2026-27 Office Aide II - 187 Receptionist JobID: 8638 Openings as of 5/18/2026 Date Posted: 4/17/2026 Location: Bess Race Elementary School Date Available: August 2026 Primary Purpose Ensure efficient operation of school administrative office and provide clerical services...Work experience placementWork at office- Fifth Third Bank, N.A. seeks an Insurance Specialist to provide insurance solutions to retail clients in Dallas, Texas. The role involves selling new policies, maintaining... ...client accounts, and collaborating with investment executives to fulfill client needs. Candidates...
$69k
...Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible... ...and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer...Remote workWork from homeFlexible hours- ...professional to join us as a Customer Service Representative II. As the leading supply chain solutions business in the aerospace industry Customers are at... ...employees via Perkspot. Employer paid Group Life Insurance at 1x salary, STD, and LTD. Incora offers three (four...Permanent employmentFull timeContract workWork at office
- ...Client Services Representative II Fort Worth, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge... ...for opportunities to deepen relationships through digital solutions. Weekly Work Schedules: Tuesday - Friday (12:30 PM...Work at officeImmediate startFlexible hoursShift workAfternoon shift
$75k - $85k
...is seeking a Customer Relations Representative. The role involves establishing customer relationships, educating customers about insurance options, and developing leads. Ideal candidates are detail-oriented and possess excellent communication skills. Compensation is competitive...For contractors$35k - $40k
...Receptionist Ray Givens State Farm is a leading insurance agency known for delivering exceptional service to our clients. We are currently looking for an enthusiastic... ...their needs and offering tailored insurance solutions. Provide outstanding customer service and...Work at office- Accounts Executive II (IC Division) based in CDMX Purpose Statement: Core objective of... ...in collaboration with the Field Clinical Specialist of the territory. Negotiate and... ...Teamwork. Great Communication Skills and solutions attitude. Negotiation Skills. Sense of...Work at office
- ...JOB SUMMARY: The Customer Solutions Representativ e (CSR) is crucial to achieving our mission. The CSR builds relationships with customers... ...school diploma or GED. Valid driver’s license and proof of insurance with good driving record. Six months of relevant experience...Temporary workWork at officeLocal areaFlexible hours
- A leading home improvement retailer in Fort Worth is seeking a Sales Specialist to assist customers with their project ideas by providing product options and solutions. The ideal candidate will have strong communication skills, the ability to meet sales goals, and a commitment...Full time
- ...growing team as Remote Commission-Based Sales Specialists in the insurance industry. This is a fully remote 1099 opportunity... ...Conduct virtual consultations to identify client needs Present customized insurance solutions Guide clients through the enrollment...Immediate startRemote work
$35k - $44k
Stewart Agencies - State Farm Agent in Fort Worth, Texas, is looking for an outgoing individual to join their team. This role involves developing business leadership skills and turning leads into lasting customer relationships. Candidates should have sales experience and...- ...our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet...Flexible hours
- ..., oxygen therapy, sleep apnea treatment, wound care, diabetic solutions, and other home medical equipment, we empower patients to manage... .... Customer Service Representative Home Healthcare Intake & Insurance Verification Rotech Healthcare Inc. is seeking a detail-...Work experience placementWork at officeLocal areaWork from home
$62k - $75k
...TRANZACT is a leading direct-to-consumer insurance services business, specializing in the... ...000 professionals to deliver innovative solutions for our insurance carrier partners and provide... ...assurance requirements * Utilizes client and/or company-provided computer systems...Hourly payFull timeWork at officeRemote workFlexible hours- ...customer questions and offer solutions to drive company revenue. Responsibilities... ...Ability to build rapport with clients Strong negotiation skills Detail-oriented We invest in your training and... ...Description The Health Insurance Syndicate is a fast-growing, performance...
$50k - $250k
...Navigate Power is looking for an Energy Solutions Advisor to drive sales and empower clients in energy management. This fully remote position offers an aggressive commission structure, allowing earnings between $50,000 - $250,000 annually with significant flexibility...Remote work$50k - $250k
A leading energy solutions company is seeking an Energy Solutions Consultant to drive sales growth in a fully remote position. Responsibilities include generating a robust sales pipeline, consulting clients on energy needs, and building trust through compelling proposals...Remote work$20 - $25 per hour
...Customer Service Representative II (B2B Order Management + Account Ownership) Job Category: Customer Service Requisition Number: CUSTO001489 Posted: May 30, 2026 Full-Time Location: Fort Worth, TX 76116, USA Description Our mission in customer service...Hourly payFull time$25 - $30 per hour
...Client Success Representative (CSR) II The Client Success Representative (CSR) II is responsible for focusing on maximizing account performance and... .... Working knowledge of Medicare, Medicaid, insurance, liability, and tertiary payment methods. Demonstrated...Contract workWork experience placementWork at officeRemote work$85k - $105k
...Rock, we provide businesses and individuals with supplemental insurance solutions that protect what matters most. Our team is built on... ...Role As a Field Trainer & Sales Representative, you will guide clients through insurance solutions and also support and train team...Weekly payFor contractorsMonday to FridayWeekend work- ...Commercial Banking. The position requires a Bachelor's Degree and three or more years of treasury experience, with a focus on client solutions and effective collaboration with internal partners. A competitive rewards package and commitment to diversity are part of the...
- ...role is responsible for new client acquisition, deepening client... ...client segment ($3MM++ investable assets) Present to clients a... ...asks for and closes business Solutions‑oriented; sales and financial... ...identify the need for team specialists; collaborate closely with other...Shift workDay shift
- ...relationships and support daily operations. You will play a critical role in driving agency growth through proactive marketing of insurance products and ensuring customer satisfaction. The ideal candidate should possess strong interpersonal skills, proven sales achievements...
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm... ...and inclusion. Using a broad investment product and thought... ...to offer the best investment solutions to meet their financial needs... ...Life, Health and Long Term Care Insurance license is required or must be...
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