Insurance & Financial Services Specialist (Client Relations)
Chris Bryan - State Farm Agent
State Farm Agent Team Member in Roselle, IL is seeking an Office Representative to focus on customer relationships and insurance services. You will handle inquiries about coverage, billing, and policy changes, while proactively developing leads and scheduling appointments to meet client needs. The role emphasizes sales-focused activities and a customer-first approach, with licensing that can be obtained after joining the team. #J-18808-Ljbffr Chris Bryan - State Farm Agent
- ...Twitty - State Farm Agent in Schaumburg, IL is searching for a motivated Financial Representative to support insurance agents and enhance customer relations. This role requires dedication to client service, sales proficiency, and the ability to educate customers on...Suggested
- ...Foundation Wealth Strategies in Wheaton, IL seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients, and branch staff. You will manage scheduling, inquiries, and basic account processing with accuracy in a fast...Suggested
- A leading insurance agency in West Chicago is looking for a part-time Business Insurance Position. The role focuses on establishing customer relationships, providing exceptional service, and marketing insurance products. Candidates should have excellent communication skills...SuggestedPart time
- .... You will support daily office operations, grow our client base through meaningful customer relations, and proactively market products to meet the needs of... ...customer-focused environment. The role emphasizes attentive service, program development, and building lasting...SuggestedWork at office
$90k - $122k
...Senior Analyst, Financial Planning & Analysis – SpecialtyA... ...together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll,... ..., mortgage services – and more.In the last... ...verification processes related to the role and in accordance...SuggestedWork at officeImmediate startFlexible hours$38k - $55k
...Customer Service Representative (CSR) As a CSR at State... ...relationships with clients, address inquiries, and assist with insurance policies. Your primary... ...service, insurance, or a related field is preferred.... ...renowned insurance and financial services company committed...For contractorsWork at office- ...Solis - State Farm Agent in Downers Grove, IL is seeking a Financial Services Assistant to join their agent team. This role focuses on sales, client service and relationship building to support customers with insurance and financial needs. You will identify leads,...
$20 - $25 per hour
...Client Relations Specialist Location: Elgin, IL Compensation: $20-$25/hour, based on experience... .... Keep customers informed. Help our service team stay on track. Advantage Contractor... ...Offer ~75% Company-covered Health Insurance for the Employee ~ Up to 50%...For contractorsWork at officeMonday to Friday- ...Financial RepresentativeBrett Twitty is seeking an... ...organized and efficient specialist to fulfill... ...administrative duties and support insurance agents in gaining and... ..., dedication to client relations, and sales-mindedness... ...and friendly customer service. Service can include...For contractorsAfternoon shift
$34.65k - $64.58k
...Client Service RepresentativeAbout Marsh McLennan Agency's Midwest Region... ...providing business insurance, employee benefits, private... ...customersFamiliarity with analyzing financial dataBeing a self-starter; a... ...BA in Business, Insurance or related fieldProficient in MS Office...Work from home- ...who want to own their business and help clients prepare for life’s planned and unexpected moments with the right financial services and insurance products. Our financial advisors are... ...Experience ~ Accredited Asset Management Specialist (AAMS) ~ Chartered Financial Analyst...Contract workFor contractorsWork at officeFlexible hours
- ...drive customer success. You will grow the agency through meaningful client relationships and act as a liaison between customers and internal teams, marketing relevant insurance products and services. As a sociable, detail‑oriented, sales‑minded professional, you will...Flexible hours
$25.43 - $31.78 per hour
...application process. Registered Financial Client Associate Full Time... ...in providing exceptional service and support to a Financial Advisor... ...client service and support related to check requests, deposits,... ..., vision, 401(k), life insurance, disability, and paid time off...Hourly payFull timeWork experience placementWork at officeHome office- ...relationships, develop leads and market State Farm products to meet client needs. You will act as a liaison between customers and agency departments, helping grow the agency through proactive service. The role emphasizes sales experience, strong communication, bilingual...
- ...is seeking a Sales Associate to join our trusted insurance agency in Elgin, IL. You will engage with clients, assess insurance needs, and recommend tailored solutions... .... The role emphasizes sales, customer service, and teamwork within a supportive office environment...Work at office
- Benjamin F. Edwards, Wheaton, IL, is seeking a Registered Financial Client Associate to support Financial Advisors and clients in a fast-paced branch environment. The role emphasizes client service, documentation, and timely response to inquiries, with opportunities to...Work at office
$45k - $60k
...Company We’re a diversified financial services leader with more than $1.5... ...business and institutional clients. We are a longstanding leader... ...global asset manager and an insurer. Our unwavering focus on our... ...may vary based on job-related knowledge, skills, experience...Full timePart timeWork experience placementH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week- Brett Twitty - State Farm Agent in Schaumburg, IL is seeking a Financial Representative. The role is designed for professionals dedicated to customer service and sales. You will assist clients with insurance and financial services, promoting various products based on...
$38k - $55k
...A local insurance agency in Schaumburg, IL is looking for a Customer Relations Representative. This role focuses on providing exceptional client experiences while managing customer inquiries and anticipating... ...are dedicated to customer service and possess strong...Part timeLocal area$50k - $65k
...We're Hiring! As a Customer Relations Representative - State Farm Agent... ...the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people... ...customers with their insurance and financial services needs, including Auto...For contractors- ...State Farm Agent is looking for a Customer Relations Representative to join their team in... ...involves providing exceptional customer service, assisting with insurance inquiries, and promoting insurance options to help clients manage their risks. The ideal candidate will...Flexible hours
- Future Opening: Customer Relations Representative - State Farm Agent Team Member Full Time • West Chicago IL, Replies within... ...career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships...Hourly payFull timeFor contractorsWork at office
- Brett Twitty - State Farm Agent in Schaumburg, IL is looking for an organized Financial Representative to support insurance agents and assist clients. This role emphasizes customer service, requiring candidates to build relationships and provide prompt service regarding...
- Twitty Insurance in Schaumburg, IL seeks a diligent Financial Representative to support agents, manage client relationships, and grow sales with a needs-based advisory approach. The role centers on service, education, and timely responses to insurance inquiries, policy...
- Twitty Insurance in Schaumburg, IL seeks an organized Financial Representative to support agents and help clients select suitable coverages. This role blends admin duties with sales,... ...client relationships, delivering prompt service, educating customers about options,...
$75k - $80k
...wealth management and financial planning team in Elgin... ...delivering a high-touch client experience. Reporting... ...of planning-related activities. This is a... ...or a related financial services role is preferred, along... ...to medical and dental insurance as well as generous PTO...Work at officeRemote work- ...Private Client Banker You have a passion for taking care of our customers... ...advice tailored to suit their financial needs. As a Private Client Banker... ...receives the best products and services for their needs Partners with Specialists (Private Client Advisors,...Immediate startAfternoon shift
- ...operations and help customers find the right insurance solutions. You will nurture... ...processing to ensure timely responses and service quality. The role emphasizes strong communication... ...positive, proactive approach to helping clients grow and protect what matters most. #J...
- ...Thrivent Financial AdvisorMeaningful work. Rewarding... ...different kind of financial services firm, one that puts... ...advice, investments, insurance, banking and generosity... ...advice and connect clients to Thrivent products and... ...so.Get the support of specialists from every facet of the...
$90k - $135k
...strategic, operational, and financial advice to private... ...products, financial services, healthcare, energy and... ...understand the challenges clients face making it well-... ..., Mathematics, or related field; ~3+ years of... ...professionals include specialist consultants, industry...Full timeWork experience placementLocal area
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