Insurance and Financial Services Representative

3 weeks ago


De Witt, Iowa, United States David Linder - State Farm Agent Full time
Job Title: Insurance and Financial Services Position

The David Linder - State Farm Agent is seeking a motivated and sales-driven individual to join our team as an Insurance and Financial Services Position. This role offers a unique opportunity to gain experience in the insurance industry, develop customer relationships, and explore the possibility of becoming a State Farm agent.

Responsibilities:
• Provide exceptional customer service, addressing inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Utilize a customer-focused approach to educate clients about insurance options and promote State Farm products, including auto, home, and life insurance.
• Collaborate with the agent to establish and meet marketing goals, developing leads, scheduling appointments, identifying customer needs, and promoting appropriate products and services.
• Maintain a strong work ethic, demonstrating a total commitment to success each day.

Requirements:
• Sales experience, preferably outside sales or inside sales representative, retail sales associate, or telemarketing.
• Successful track record of meeting sales goals/quotas preferred.
• Excellent interpersonal skills, communication skills, written, verbal, and listening skills.
• Enthusiasm for the role insurance and financial products play in helping people manage risks, recover from unexpected events, and achieve their goals.
• Self-motivated and proactive in problem-solving.
• Ability to learn computer functions and make presentations to potential customers.
• Achieve mutually agreed-upon marketing goals and possess experience in marketing and marketing financial products.
• Obtain Property and Casualty license and Life and Health license.

Compensation: Salary plus commission/bonus, paid time off (vacation and personal/sick days), valuable experience, growth potential/opportunity for advancement within the agency. Estimated salary: $50,000-$70,000 per year.

  • De Witt, Iowa, United States David Linder - State Farm Agent Full time

    Job Overview:Demand for insurance professionals is on the rise. As a member of our agency team, you will have the opportunity to develop customer relationships within the community to promote State Farm products including auto, home and life insurance.Key Responsibilities:Provide prompt, accurate, and friendly customer service.Use a customer-focused review...


  • De Witt, Iowa, United States David Linder - State Farm Agent Full time

    Overview of the RoleAt David Linder - State Farm Agent, we are a dynamic team dedicated to helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. As an Insurance Sales Representative, you will play a vital role in our daily business operations and customers' success.You will be responsible for growing our...


  • De Witt, Iowa, United States Hantz Group Full time

    Key ResponsibilitiesAs a Senior Tax Specialist, your primary responsibility will be to provide high-quality tax planning and consulting services to our clients. This includes analyzing their tax liability, preparing tax projections, and filing tax returns. You will also work closely with our financial advisors to develop comprehensive financial strategies...


  • De Witt, Iowa, United States David Linder - State Farm Agent Full time

    Job Description:This is an exciting opportunity to join our agency team as a Financial Services Coordinator. In this role, you will assist in promoting State Farm products, developing customer relationships, and advancing your career in the insurance industry.Key Responsibilities:Assist in promoting State Farm products to customers.Develop and maintain...


  • De Witt, Iowa, United States ED Morse Auto Full time

    About Our Company: Ed Morse Automotive Group is a family-oriented business that values personal and professional growth. We offer a comprehensive benefits package and ongoing education and training to support your career development.We are seeking a Customer Service Representative to join our team at Ed Morse Auto. In this role, you will be responsible for...


  • De Witt, Iowa, United States ED Morse Auto Full time

    About UsWe are a family-oriented company that values personal and professional growth. Our expanding automotive group spans across multiple states, representing over 30 automotive brands.The RoleWe are seeking a highly skilled Cashier to maintain professional relationships with customers, collect payments, and perform daily...


  • De Witt, Iowa, United States Family Dollar Full time

    Focusing on customer satisfaction is crucial for success at Family Dollar.This Customer Service Representative role demands individuals who can provide outstanding support to our customers.Main responsibilities include:Providing assistance to customers throughout their shopping experienceAccurately handling cash register transactions and resolving any issues...


  • De Witt, Iowa, United States Arc Services Of Macomb Inc Full time

    About the RoleWe are seeking an experienced Benefits Counselor Advocate to join our team at Arc Services of Macomb Inc. This is a full-time position that will be responsible for assisting individuals with managing their Social Security benefits.The ideal candidate will have excellent communication skills, both written and verbal, and experience working with...


  • De Witt, Iowa, United States David Linder - State Farm Agent Full time

    Job SummaryWe are seeking a skilled Insurance Agency Operations Manager to oversee our customer service team and daily operations. This role involves developing and implementing customer service policies and procedures, handling escalated customer complaints, and training and mentoring customer service representatives.


  • De Witt, Iowa, United States Arc Services Of Macomb Inc Full time

    Join Arc Services of Macomb Inc., a dynamic organization dedicated to providing exceptional support services. We are seeking a highly skilled and compassionate Advocacy Financial Consultant to join our team.The estimated salary for this role is $45,000 - $60,000 per annum, depending on experience and qualifications.This position offers an opportunity to make...

  • Financial Tax Advisor

    3 weeks ago


    De Witt, Iowa, United States Hantz Group Full time

    About the Role:Hantz Group is a leading provider of financial services, offering a range of solutions to individuals and businesses across Michigan and northern Ohio. We are now seeking a Financial Tax Advisor to join our team and help us deliver exceptional client service. As a Financial Tax Advisor, you will play a critical role in developing and...


  • De Witt, Iowa, United States Hantz Group Full time

    Benefits and OpportunitiesAs a member of our team, you will enjoy a comprehensive benefits package, including:Health/Dental/Vision InsurancePaid Time Off401KFlexible Spending AccountsIn addition to these benefits, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional service to our...


  • De Witt, Iowa, United States Pizza Hut Full time

    About UsPizza Hut is a place where great people come together to create an exceptional experience for our customers. We strive to make every moment special, whether it's a family dinner or a quick bite on the go.We're always looking for talented individuals who share our passion for delivering top-notch service and creating memories that last a lifetime. If...


  • De Witt, Iowa, United States David Linder - State Farm Agent Full time

    Job OverviewWe are seeking a highly skilled and experienced leader to oversee the customer service team and daily operations at David Linder - State Farm Agent. As a Customer Service Manager, you will play a crucial role in generating exceptional client experiences that reinforce the growth of our insurance agency.About the RoleThis is an exciting...


  • De Witt, Iowa, United States FREER TOOL & DIE INC Full time

    Job SummaryWe are seeking a skilled Financial Operations Specialist to join our team at FREER TOOL & DIE INC. The successful candidate will be responsible for managing Accounts Payable and Receivable functions, ensuring accuracy and efficiency in financial transactions.As a key member of our finance team, you will have the opportunity to work with a variety...


  • De Witt, Iowa, United States FREER TOOL & DIE INC Full time

    FREER TOOL & DIE INC is a leading company in the automotive, aerospace, machine, and equipment industries. We are seeking an experienced Financial Operations Specialist to join our team.About the RoleThe ideal candidate will have previous experience in accounting, accounts payable, and/or receivables. They will be responsible for entering Purchase Order...


  • De Witt, Iowa, United States Vibrus group Full time

    Role SummaryWe are looking for a Front Desk Representative to join our team at the Vibrus Group. The successful candidate will have experience in patient admitting, registration, and insurance eligibility verification.This role requires excellent communication skills, the ability to work effectively in a fast-paced environment, and strong computer...


  • De Witt, Iowa, United States Metro Fluid Power Full time

    Job OverviewIn this role as a Sales Representative, you will be the primary point of contact for our customers, providing top-notch service and technical support. Our team at Metro Fluid Power is dedicated to delivering the right products quickly and efficiently.ResponsibilitiesProvide exceptional customer service via phone, email, and in-person...


  • De Witt, Iowa, United States Family Dollar Full time

    Join Our TeamWe are seeking a highly motivated and friendly Guest Experience Representative to join our Family Dollar team.Job SummaryThis role involves providing excellent customer service, operating a cash register, and maintaining a clean and organized store environment.Key Responsibilities:Deliver outstanding customer service, ensuring that every guest...


  • De Witt, Iowa, United States David Linder - State Farm Agent Full time

    About the RoleThis Service Excellence Leader position requires strong leadership and organizational skills to oversee the customer service team and daily operations. You will develop and implement customer service policies and procedures, handle escalated customer complaints, and train and mentor customer service representatives. Your excellent communication...