Current jobs related to Insurance and Financial Services Position - Broomall - Dan McKeone - State Farm Agent
-
Financial Services Sales Representative
4 weeks ago
Broomall, Pennsylvania, United States Lincoln Financial Services Full timeAbout the RoleWe are seeking a highly skilled Financial Services Sales Representative to join our team at Lincoln Financial Group. As a key member of our sales team, you will be responsible for building and maintaining business relationships with advisors who market our products and services.Key ResponsibilitiesDevelop and maintain a deep understanding of...
-
Financial Services Sales Representative
1 month ago
Broomall, Pennsylvania, United States Lincoln Financial Services Full timeAbout the RoleWe are seeking a highly skilled Financial Services Sales Representative to join our team at Lincoln Financial Group. As a key member of our sales team, you will be responsible for building and maintaining business relationships with advisors who market our products and services.Key ResponsibilitiesDevelop and maintain a deep understanding of...
-
Insurance and Financial Services Professional
2 weeks ago
Broomall, Pennsylvania, United States Dan Mckeone - State Farm Agent Full timeJob Title: Insurance and Financial Services PositionWe are seeking a highly motivated and results-driven individual to join our team as an Insurance and Financial Services Professional. As a State Farm Agent Team Member, you will play a vital role in our daily business operations and customers' success.Responsibilities:Establish and maintain strong customer...
-
Financial Services Sales Representative
2 months ago
Broomall, Pennsylvania, United States Lincoln Financial Services Full timeAbout the RoleWe are seeking a highly motivated and results-driven Sales Representative to join our Financial Services team. As a Sales Representative, you will be responsible for building and maintaining business relationships with financial advisors, identifying sales growth opportunities, and providing exceptional customer service.Key...
-
Senior Financial Services Director
6 days ago
Broomall, Pennsylvania, United States Fulton Financial Full timeFinancial Center Manager PositionThe Financial Center Manager is responsible for leading and managing the operations, staff, and business performance of the Financial Center. This includes overseeing the management of financial transactions, customer relationships, and business development initiatives.Key Responsibilities:Lead and manage the operations of...
-
Insurance and Financial Services Professional
1 month ago
Broomall, Pennsylvania, United States Dan McKeone - State Farm Agent Full timeJob OpportunityAre you a motivated and customer-focused individual looking for a challenging role in the insurance industry?We are seeking a talented Insurance and Financial Services Position to join our team at Dan McKeone - State Farm Agent. As an Agent Team Member, you will have the opportunity to work with a dynamic team, develop your skills, and advance...
-
Financial Reporting Specialist
2 weeks ago
Broomall, Pennsylvania, United States Lincoln Financial Services Full timeAbout the RoleThis position is responsible for preparing, analyzing, and reporting on financial statements and supporting schedules according to accounting and reporting calendars. The ideal candidate will have a strong understanding of accounting principles and standards, as well as experience with financial analysis and reporting.Key...
-
Insurance and Financial Services Representative
1 month ago
Broomall, Pennsylvania, United States Dan Mckeone - State Farm Agent Full timeJob Title: Insurance and Financial Services RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a representative, you will be responsible for providing exceptional customer service and sales support to our clients.Responsibilities:Establish and maintain...
-
Senior Financial Analyst
2 weeks ago
Broomall, Pennsylvania, United States Lincoln Financial Services Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Analyst to join our Corporate Development Team at Lincoln Financial Group. This role offers the opportunity to engage with complex and intellectually stimulating capital management projects, contribute to strategic initiatives, and drive impactful financial outcomes in a dynamic...
-
Broomall, Pennsylvania, United States Dan McKeone - State Farm Agent Full timeExciting Opportunity in Insurance and Financial ServicesWe are seeking a highly motivated and results-driven Insurance and Financial Services Representative to join our dynamic team at Dan McKeone - State Farm Agent. As an Account Associate, you will play a pivotal role in driving our business forward while enjoying a rewarding and supportive work...
-
Insurance and Financial Services Professional
1 month ago
Broomall, Pennsylvania, United States Dan McKeone - State Farm Agent Full time{"h1": "Insurance and Financial Services Position", "p": "As a State Farm Agent Team Member for Dan McKeone, you play a vital role in our daily business operations and customer success. You grow our agency through meaningful client relationships and act as a liaison between customer needs and agency departments. You improve the lives of our customers by...
-
Financial Reporting Specialist
1 month ago
Broomall, Pennsylvania, United States Lincoln Financial Services Full timeAbout the RoleWe are seeking a highly skilled Financial Reporting Specialist to join our team at Lincoln Financial Group. As a key member of our financial reporting team, you will be responsible for preparing, analyzing, and reporting on financial statements and supporting schedules according to accounting and reporting calendars.Key ResponsibilitiesPrepare...
-
Broomall, Pennsylvania, United States Dan McKeone - State Farm Agent Full timeJob OverviewAs an Account Associate with Dan McKeone - State Farm Agent, you will play a pivotal role in driving our business forward while enjoying a rewarding and supportive work environment.Key ResponsibilitiesDrive Sales: Actively seek new business opportunities and identify customer needs to present tailored insurance and financial product...
-
Financial Reporting Specialist
2 weeks ago
Broomall, Pennsylvania, United States Lincoln Financial Full timeJob SummaryAs a Financial Reporting Specialist at Lincoln Financial Group, you will play a critical role in preparing, analyzing, and reporting on financial statements and supporting schedules according to accounting and reporting calendars. You will conduct financial analysis on consolidated and business unit results, providing ongoing support for business...
-
Financial Services Professional
5 months ago
Broomall, United States Bankers Life Full timeAs a Financial Services Professional, you will:· Build a client base by growing relationships with your network and providing guidance· Gain expertise through sponsored coursework and proprietary agent development training· Guide clients through important financial decisions using the latest software and our expansive product portfolio· Pathways to...
-
Broomall, Pennsylvania, United States Dan McKeone - State Farm Agent Full timeJob OverviewAs a State Farm Agent Team Member for Dan McKeone, you will play a vital role in our daily business operations and customer success. Your primary responsibility will be to grow our agency through meaningful client relationships and acting as a liaison between customer needs and agency departments.Key ResponsibilitiesEstablish and maintain strong...
-
Insurance and Financial Services Professional
3 weeks ago
Broomall, Pennsylvania, United States Dan McKeone - State Farm Agent Full timeJob OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a State Farm Agent Team Member. As a vital part of our daily business operations, you will play a key role in growing our agency through meaningful client relationships and acting as a liaison between customer needs and agency...
-
Broomall, Pennsylvania, United States Lincoln Financial Services Full timeJob SummaryAs an Underwriting Consultant on the Specialty Health team at Lincoln Financial Group, you will be responsible for underwriting Lincoln's Supplemental Health (Accident, Critical Illness, Hospital Indemnity) and Dental/Vision products. You will perform and deliver on routine assignments / projects while simultaneously leveraging and applying your...
-
Contact Center Configuration Specialist
6 days ago
Broomall, Pennsylvania, United States Lincoln Financial Services Full timeAbout the RoleThis is a unique opportunity to join Lincoln Financial Group as a Contact Center Configuration Specialist. In this role, you will be responsible for analyzing and delivering on complex interaction routing and system configuration assignments and projects.Key ResponsibilitiesAnalyze business needs and configure system capabilities to distribute...
-
Business Consultant
2 weeks ago
Broomall, Pennsylvania, United States Lincoln Financial Services Full timeAbout the RoleWe are seeking a highly skilled Consultant, Productivity Optimization to join our team at Lincoln Financial Group. As a key member of our Workforce Management team, you will play a critical role in identifying areas where Desktop Process Automation (DPA) can be utilized to improve productivity and efficiency.Key ResponsibilitiesApply...
Insurance and Financial Services Position
3 months ago
- Bonus based on performance
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a State Farm Agent Team Member for Agent Dan McKeone, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
- Establish customer relationships and follow up with customers, as needed.
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
- Promote successful and long-lasting customer relations.
- Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Experience managing client relationships is preferred
- Interest in marketing products and services based on customer needs
- Excellent communication skills - written, verbal, and listening
- Dedicated to customer service
- Able to anticipate customer needs
- Able to effectively relate to a customer
- Paid time off (holidays and personal/sick days)
- Salary plus commission/bonus
- Growth potential/opportunities for advancement within my agency