Insurance and Financial Services Representative

4 days ago


Broomall, Pennsylvania, United States Dan McKeone - State Farm Agent Full time
Job Overview

We are seeking a highly motivated and customer-focused individual to join our team as a Insurance and Financial Services Position. As a representative of Dan McKeone - State Farm Agent, you will have the opportunity to work with a dynamic and growing business, providing exceptional service to our clients and helping them achieve their financial goals.

Key Responsibilities
  • Customer Relationship Building: Establish and maintain strong relationships with clients, understanding their needs and providing tailored solutions to meet their insurance and financial needs.
  • Product Education and Sales: Use a customer-focused approach to educate clients about insurance options and develop leads, schedule appointments, and market appropriate products and services.
  • Team Collaboration: Work closely with our team to identify customer needs, develop leads, and market products and services.
Benefits
  • Competitive Compensation: Earn a competitive salary plus commission/bonus, providing a stable and rewarding income.
  • Professional Growth: Opportunities for advancement and professional growth within our agency, helping you achieve your career goals.
  • Work-Life Balance: Enjoy a flexible schedule and paid time off, allowing you to maintain a healthy work-life balance.
Requirements
  • Excellent Communication Skills: Possess excellent written, verbal, and listening skills, with the ability to effectively communicate with clients and colleagues.
  • Customer-Focused: Be people-oriented, detail-oriented, and proactive in problem-solving, with a strong ability to work in a team environment.
  • Technical Skills: Ability to learn computer functions and adapt to new technology.


  • Broomall, Pennsylvania, United States Lincoln Financial Services Full time

    About 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...


  • Broomall, Pennsylvania, United States Lincoln Financial Services Full time

    About the RoleWe are seeking a highly skilled Group Underwriting Consultant II to join our Specialty Health team at Lincoln Financial Services. As a key member of our team, you will be responsible for underwriting complex risks and making informed decisions to ensure the financial stability of our clients.Key ResponsibilitiesUnderwriting Complex Risks:...


  • Broomall, Pennsylvania, United States Dan McKeone - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and customer-focused professional to join our team as a State Farm Agent Team Member for Agent Dan McKeone. As a key member of our agency, you will play a vital role in our daily business operations and customer success.Key ResponsibilitiesCustomer Relationship Building: Establish and maintain strong...


  • Broomall, Pennsylvania, United States Lincoln Financial Services Full time

    About the RoleWe are seeking a highly skilled National Accounts Group Underwriter Consultant II to join our team at Lincoln Financial Services. As a key member of our underwriting team, you will be responsible for providing expert guidance and direction on complex underwriting projects and initiatives.Key ResponsibilitiesComplex Risk Assessment:...

  • Treasury Specialist

    19 minutes ago


    Broomall, Pennsylvania, United States Lincoln Financial Services Full time

    About the RoleWe are seeking a highly skilled Treasury Specialist to join our team at Lincoln Financial Group. As a key member of our finance team, you will be responsible for performing and delivering on routine assignments/projects while leveraging and applying knowledge of your assigned area(s) of Treasury responsibility.Key ResponsibilitiesMaintain...


  • Broomall, Pennsylvania, United States PeopleShare Inc Full time

    {"Job Title": "Customer Service Representative", "Job Description": "Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at PeopleShare Inc. As a Customer Service Representative, you will be responsible for managing incoming and outgoing calls from established accounts, obtaining legal and medical records, and...


  • Broomall, Pennsylvania, United States Dan McKeone - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as an Office Representative at Dan McKeone - State Farm Agent. As a key member of our team, you will play a vital role in establishing and maintaining strong relationships with our customers, identifying their needs, and providing them with tailored solutions.Key...


  • Broomall, Pennsylvania, United States Lincoln Financial Services Full time

    Alternate Locations: Remote; Various Locations Work Arrangement: Hybrid/Flexible: Engage in remote work while utilizing the office for essential in-person collaboration. Relocation assistance: Not available for this position. Requisition #: 73358 Role Overview We are thrilled to announce an opening for a Senior Consultant in Business Process Enhancement...


  • Broomall, Pennsylvania, United States Lincoln Financial Services Full time

    About the RoleWe are seeking a highly skilled Derivative Analyst to join our Investment Accounting team at Lincoln Financial Group. As a key member of our team, you will be responsible for providing timely and accurate investment reporting with a focus on derivatives for the General Account Invested Assets on a Statutory, GAAP (specifically SEC reporting),...


  • Broomall, Pennsylvania, United States Dan McKeone - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Insurance and Financial Services Position. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, identifying their insurance and financial needs, and providing tailored solutions to meet...


  • Broomall, Pennsylvania, United States PeopleShare Full time

    Job Summary:We are seeking a highly skilled Customer Service Representative to join our team at PeopleShare. As a key member of our staff, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Manage Customer Interactions: Respond to customer inquiries, resolve issues, and provide solutions in a...

  • Financial Analyst II

    20 hours ago


    Broomall, Pennsylvania, United States Matrix Service Co. Full time

    Job SummaryThe Financial Analyst II is primarily responsible for assisting with financial planning and analysis, performing account reconciliations, recommending adjusting entries, reviewing for exceptions in coding, inputting information to accounting systems, and preparing/communicating numerous financial reports to management and external contacts.Key...


  • Broomall, Pennsylvania, United States Lincoln National Corporation Full time

    About the RoleAs a Specialist, Financial Reporting (Statutory), you will be responsible for preparing, analyzing and reporting on activities associated with Statutory accounting principles and standards, and financial statements.Key Responsibilities:Prepare and analyze financial statements and reports in accordance with Statutory accounting principles and...


  • Broomall, Pennsylvania, United States Mr. Tire Auto Service Centers Full time

    Job OverviewCompany Background:Mr. Tire Auto Service Centers is a leading name in the automotive service industry, recognized for its commitment to customer satisfaction. With over 1000 locations, we cater to millions of vehicles each year, providing top-notch tire and automotive repair services.Position Summary:The role of the Guest Care Specialist is...


  • Broomall, Pennsylvania, United States Dan McKeone - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as an Office Representative. As a key member of our agency, you will play a vital role in establishing and maintaining strong relationships with our customers.Key ResponsibilitiesCustomer Relationship Building: Establish and maintain relationships with customers,...


  • Broomall, Pennsylvania, United States Dan McKeone - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Marketing Representative at Dan McKeone - State Farm Agent. As a key member of our agency, you will play a vital role in generating exceptional client experiences that drive business growth.Key ResponsibilitiesCustomer Relationship BuildingEstablish and...


  • Broomall, Pennsylvania, United States Lincoln Financial Services Full time

    Ubicación Alternativa: Trabajo desde Casa Modalidad de Trabajo: Remoto: Empleado que trabaja desde casa y reside fuera de una distancia razonable a una ubicación de oficina. Asistencia para reubicación: no está disponible para esta oportunidad. El Rol en un Vistazo Este puesto proporcionará experiencia técnica y dirección en proyectos/iniciativas para...


  • Broomall, Pennsylvania, United States Lincoln National Corporation Full time

    Job SummaryAs a Specialist, Financial Reporting (Statutory), you will be responsible for preparing, analyzing and reporting on activities associated with Statutory accounting principles and standards, and financial statements.Key Responsibilities:Prepare and analyze financial statements and reports in accordance with Statutory accounting principles and...


  • Broomall, Pennsylvania, United States WM Henderson Plumbing, Heating, and Cooling Full time

    Job OverviewWM Henderson, a leading and innovative company in the HVAC and Plumbing sector, is expanding its operations. We are on the lookout for a dedicated Service Coordination Specialist to enhance our team at our Broomall, PA location.Compensation Begins at $18/hourShifts Available:7 am - 3 pm, Monday through Wednesday, and Saturday & SundayKey...


  • Broomall, Pennsylvania, United States Main Line Health Full time

    About the Role:Main Line Health is seeking a skilled Client Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Provide compassionate and accurate customer service to clientsRespond to...