Insurance and Financial Services Professional

7 days ago


Morristown, Tennessee, United States Cameron Felty - State Farm Agent Full time
Job OverviewAt Cameron Felty - State Farm Agent, we are seeking a talented individual to join our team as an Insurance and Financial Services Position. This role offers the opportunity to enhance your career while providing exceptional customer experiences that drive business growth.

In this position, you will be responsible for establishing customer relationships, providing prompt and accurate customer service, and using a customer-focused approach to educate customers about insurance options. If you are dedicated to delivering outstanding customer service, have excellent communication skills, and are proactive in problem-solving, we encourage you to apply.

The estimated salary for this position is $50,000-$70,000 per year, based on industry standards and market conditions. This figure includes hourly pay plus commission/bonus opportunities. Additionally, you will enjoy paid time off, valuable career-building experience, and potential for advancement within our office.

Responsibilities
  • Establish customer relationships and follow up with customers as needed.
  • Provide prompt, accurate, and friendly customer service, responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
Qualifications
  • Dedicated to customer service
  • Able to effectively relate to a customer, answer their questions, and anticipate their needs.
  • Excellent communication skills to assist customers and coordinate with other agency team members


  • Morristown, Tennessee, United States Purpose Financial Full time

    About the RoleWe are seeking a highly motivated Customer Acquisition Specialist to join our team at Purpose Financial. In this role, you will be responsible for delivering results related to individual and branch sales goals as well as customer expectations.Job DescriptionThe Customer Acquisition Specialist position is a performance-based, hands-on,...


  • Morristown, Tennessee, United States Software Guidance and Assistance, Inc. Full time

    Software Guidance and Assistance, Inc. is a technology and resource solutions provider driven to stand out in the Financial Services industry.About the RoleWe are seeking an experienced Treasury Operations Specialist for a CONTRACT assignment with one of our premier Financial Services clients in Morristown, NJ.The ideal candidate will have 5+ years of...


  • Morristown, Tennessee, United States Advance Financial Full time

    Are you looking for a career in customer service? Do you have a passion for helping others? We are seeking a Financial Support Specialist to join our team at Advance Financial. In this role, you will be responsible for providing financial assistance to our clients, while also building strong relationships with them.About the JobAssist clients with financial...


  • Morristown, Tennessee, United States PrideStaff Financial Full time

    Job DescriptionWe are seeking an Accounting Professional to join our team in Morristown, NJ. As an Accounting Professional, you will play a key role in supporting our clients' financial needs by managing their accounts payable and accounts receivable processes.About the PositionEstimated salary: $28 - $38 per hourFull-time position with a Monday through...


  • Morristown, Tennessee, United States PrideStaff Financial Full time

    At PrideStaff Financial, we are excited to offer a rewarding opportunity for an Accounting Specialist to support a renowned architectural firm in Morristown. With 3+ years of experience in Accounts Payable and Accounts Receivable, you will play a key role in helping the team manage its workload efficiently.">Key Responsibilities:Apply expertise in Accounts...


  • Morristown, Tennessee, United States PrideStaff Financial Full time

    PrideStaff Financial seeks an experienced Accounting Specialist to support our esteemed client in Morristown. In this role, you will apply your expertise in Accounts Payable and Accounts Receivable, ensuring seamless financial operations.Main Duties:Manage accounts payable and accounts receivable processesAdminister employee expenses and billingEssential...


  • Morristown, Tennessee, United States Kim Ottinger - State Farm Agent Full time

    Job OverviewWe are seeking a motivated and customer-focused professional to join our team as a Financial Account Representative State Farm Agent Team Member. This role offers an excellent opportunity for growth and development in the insurance and financial services industry.


  • Morristown, Tennessee, United States World Insurance Associates, LLC. Full time

    World Insurance Associates, LLC. is seeking a highly skilled Insurance Business Development Manager to drive our mission of delivering excellence in client management and retention. This key role will play an integral part in growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional...


  • Morristown, Tennessee, United States First-Citizens Bank & Trust Company Full time

    Overview">First Citizens Bank & Trust Company is a leading financial services firm seeking a seasoned Salesforce Engineer to join our team. With a strong focus on innovation and customer satisfaction, we are committed to delivering exceptional results and providing opportunities for growth.About the Role">We are looking for an experienced Salesforce Engineer...


  • Morristown, Tennessee, United States ORNL Federal Credit Union Full time

    About the Role:We are seeking a highly skilled and motivated Financial Service Representative to join our team at ORNL Federal Credit Union. As a key member of our team, this individual will provide exceptional customer service, process transactions, and assist members with their financial needs.Key Skills and Qualifications:Cash Handling Experience: Six...


  • Morristown, Tennessee, United States Advance Financial Full time

    About the RoleThis is an exciting opportunity to work in a fast-paced retail service environment where you will have the chance to make a real impact on our customers' lives. As a Customer Service Representative, you will be expected to welcome customers, provide assistance with loan applications, and work towards achieving sales goals.Our ideal candidate...


  • Morristown, Tennessee, United States Phillip Davis Brokerage Full time

    About the Position:As a Dedicated Insurance Professional at Phillip Davis Brokerage, you will be responsible for selling insurance policies, delivering expert advice, and ensuring client satisfaction.Your Key Responsibilities:Customize insurance programs to cater to the unique needs of each clientMaintain accurate records of all sales and prospecting...

  • Financial Advisor

    3 weeks ago


    Morristown, Tennessee, United States Peapack-Gladstone Bank Full time

    Company Overview">Peapack-Gladstone Bank is a well-established, high-performing boutique bank that offers innovative wealth management solutions to its clients. Our team of experienced professionals provides personalized service and tailored advice to help clients achieve their financial goals.Job Description">We are seeking an exceptional Financial Advisor...


  • Morristown, Tennessee, United States Farris Jeep Full time

    Company Overview:Farris Motor Company is a family-owned dealership committed to delivering exceptional service without corporate constraints. Our focus is on personal and professional development, creating an environment where team members can grow and thrive.Estimated Salary: $45,000 - $65,000 per yearJob Description:As a Service Advisor, you will be the...


  • Morristown, Tennessee, United States Kim Ottinger - State Farm Agent Full time

    About the RoleThis position is ideal for individuals who enjoy building strong relationships with customers, educating them about insurance options, and identifying opportunities to provide value-based solutions. As an Agent Team Member, you will work closely with the agent to establish and meet marketing goals, develop leads, and support local community...


  • Morristown, Tennessee, United States Cameron Felty - State Farm Agent Full time

    About Our Agency Cameron Felty - State Farm Agent is a reputable insurance agency seeking a highly motivated individual to join our team as an Insurance and Financial Services Position. We offer a dynamic work environment, competitive salary, and opportunities for growth and advancement. Salary Information The estimated annual salary range for this position...


  • Morristown, Tennessee, United States Advance Financial Full time

    About UsAt Advance Financial, we pride ourselves on creating a world-class experience for our customers and employees. We believe in fostering a positive and supportive work environment that encourages growth and success.The RoleThis position offers a unique opportunity to join a dynamic and fast-paced retail team. As a Customer Service Representative, you...


  • Morristown, Tennessee, United States Advance Financial Full time

    Advance Financial is seeking a highly motivated and dedicated Retail Client Relations Expert to join our team. In this role, you will be responsible for building strong relationships with our clients and providing exceptional customer service.About the PositionAssist clients with loan applications and provide support throughout the process.Welcome clients...


  • Morristown, Tennessee, United States First-Citizens Bank & Trust Company Full time

    The estimated salary for this position is $120,000 - $180,000 per year. As a Senior Salesforce Engineer at First-Citizens Bank & Trust Company, you will play a critical role in designing, developing, and maintaining the Salesforce Financial Services cloud platform. This platform supports a broad range of business units within the bank, including core...

  • AP/AR Specialist

    1 week ago


    Morristown, Tennessee, United States PrideStaff Financial Full time

    Why Choose Us:PrideStaff Financial is a leading financial employment agency that offers a range of benefits to our employees. As an AP/AR Specialist, you will have the opportunity to work with a dynamic team and develop your skills in financial operations.What We Offer:A competitive salary of $26+/hrOpportunities for professional growth and developmentA...