Customer Relationship Specialist

7 days ago


Dallas, Texas, United States Claudia Salas - State Farm Agent Full time

Position Overview

We are seeking a highly motivated and customer-focused professional to join our team as a Receptionist - State Farm Agent Team Member. As a key member of our team, you will play a critical role in helping our business grow through value-based conversations and exceptional customer service.

Responsibilities

  • Establish and maintain strong customer relationships, providing prompt and accurate service as needed.
  • Use a customer-focused approach to educate customers about insurance options and provide personalized solutions.
  • Work collaboratively with our team to achieve mutually agreed-upon marketing goals and drive business growth.

Benefits

  • Competitive salary plus commission/bonus structure
  • Comprehensive health benefits package
  • Profit-sharing opportunities
  • Paid time off (vacation and personal/sick days)
  • Valuable experience and growth opportunities within our agency

Requirements

  • Previous sales experience, preferably in an outside sales or inside sales representative role
  • Interest in marketing products and services based on customer needs
  • Enthusiasm for the role insurance and financial products play in helping people manage risk and achieve their goals
  • Strong communication and interpersonal skills
  • Self-motivated and detail-oriented individual
  • Dedicated to providing exceptional customer service
  • Able to obtain Property and Casualty and Life and Health licenses


  • Dallas, Texas, United States Origin Bank Full time

    Summary As a Customer Relationship Specialist at Origin Bank, you'll play a vital role in building lasting relationships with our clients by providing personalized financial guidance and support. You'll be the trusted advisor who helps individuals and businesses navigate their financial journey, ensuring they achieve their goals. Responsibilities Provide...


  • Dallas, Texas, United States Bank of Oklahoma Full time

    Position Overview As a Client Relationship Specialist, you will play a vital role in our organization, focusing on delivering exceptional service to our customers in the consumer banking sector. Key Responsibilities Engage with clients to understand their financial needs and provide tailored solutions. Facilitate transactions and assist clients...


  • Dallas, Texas, United States Amegy Bank Full time

    Client Service Associate at Amegy BankDeliver comprehensive banking services by accurately executing all monetary transactions.Leverage knowledge of available financial products and services to enhance and grow client relationships.Recognize and address client requirements by offering a diverse range of services.Provide an outstanding customer experience...


  • Dallas, Texas, United States Hilltop Holdings Full time

    Job Overview At Hilltop Holdings, we value our employees and offer a comprehensive benefits package that includes 11 Paid Holidays, over 15 days of Paid Time Off, 401k Matching, Health Benefits, and more. The Client Relationship Specialist plays a vital role in serving both individual clients and small business owners within our community. This position...


  • Dallas, Texas, United States Wells Fargo Full time

    Role OverviewAs a Client Relationship Support Specialist, you will manage a diverse and intricate portfolio of clients, ensuring their needs are met with the highest level of service.Key ResponsibilitiesCollaborate closely with management to oversee and enhance a portfolio of accounts.Identify and implement opportunities for process enhancements within the...


  • Dallas, Texas, United States CrossFirst Bank Full time

    Job SummaryThe Relationship Banking Specialist provides exceptional service to the bank's commercial clients. This role develops new business relationships by identifying and engaging with existing or prospective businesses, while representing the bank through active participation in local community events and promoting the bank's products and services.Key...


  • Dallas, Texas, United States Draeger Full time

    About DraegerDraeger is a leading global provider of medical and safety technology solutions. With over 130 years of experience, we are committed to turning technology into technology for life. Our products and solutions are used in hospitals, fire departments, and industrial settings around the world.Job ResponsibilitiesAs a Senior Customer Relationship...

  • Sales Associate

    1 week ago


    Dallas, Texas, United States Advanced Sterilization Products Full time

    Job Overview:Key Responsibilities:Develop and nurture robust relationships with clients, providing essential support and insights throughout their experience.Collaborate with Account Managers to grasp client needs and deliver tailored solutions, including product demonstrations and educational sessions.Assist in formulating and executing strategic account...


  • Dallas, Texas, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...


  • Dallas, Texas, United States NorthStar Memorial Group Full time

    Position OverviewAs a Customer Support Specialist, you will play a crucial role in ensuring client satisfaction by managing incoming communications effectively.Key ResponsibilitiesIncoming Call Management: Efficiently handle and direct incoming calls to the appropriate departments.Customer Interaction: Address inquiries, resolve complaints, and assist with...


  • Dallas, Texas, United States Credit Union of Texas Full time

    **About the Role**We are seeking a highly skilled Member Relationship Specialist to join our team at the Credit Union of Texas. As a key member of our team, you will play a vital role in assisting new and potential members in identifying their financial needs and delivering solutions to meet those needs.**Key Responsibilities**Assist members in identifying...

  • Sales Professional

    7 days ago


    Dallas, Texas, United States Aramsco Full time

    About AramscoAramsco, a leading solutions provider to specialty contractors across North America, is seeking a dynamic and energetic Field Sales Representative to join our team. Our company serves numerous end markets, including abatement, restoration, environmental, emergency preparedness, stone care, cleaning, and surface preparation.Job SummaryThe Field...


  • Dallas, Texas, United States Aperia Full time

    Job Title: Client Support Specialist Company: Aperia Solutions Aperia Solutions stands as a prominent Texas-based fintech and managed consultancy firm, focusing on SaaS solutions tailored for the Payments and Compliance sectors. Our dynamic global organization is committed to enhancing efficiency in compliance, risk management, and customer service...


  • Dallas, Texas, United States Aperia Full time

    Job Title: Client Support Specialist Company: Aperia Solutions Aperia Solutions stands as a prominent fintech and managed consultancy firm based in Texas, focusing on SaaS solutions tailored for the Payments and Compliance sectors. Our dynamic global enterprise is committed to enhancing operational efficiency in compliance, risk management, and customer...


  • Dallas, Texas, United States Origin Bank Full time

    OverviewAs a vital member of our team, you will engage with clients by offering reliable banking guidance, executing various financial transactions, initiating new accounts, and addressing inquiries to ensure positive customer interactions and relationships. You will embody the Bank's culture and uphold our Brand promise and Core Values through the following...


  • Dallas, Texas, United States Mexcor of Texas Full time

    Job OverviewWhy Choose Mexcor of TexasAt Mexcor of Texas, we foster a culture that emphasizes collaboration and growth, providing exceptional career opportunities. As a leading distributor in the fine Wine, Spirits, and Beer industry, we pride ourselves on our rich heritage and commitment to community and diversity.Join us to create lasting memories in a...


  • Dallas, Texas, United States Aperia Full time

    OverviewJoin Aperia Solutions, a prominent player in SaaS offerings for the Payments and Compliance sectors. Aperia is a Texas-based fintech and managed consultancy firm that develops tailored SaaS applications and other software solutions for the payments, banking, and processing industries. Established in 1999, Aperia provides platforms for business...


  • Dallas, Texas, United States Credit Union Texas Full time

    About This RoleWe are seeking a highly skilled Member Relationship Specialist to join our team at Credit Union Texas. As a key member of our team, you will play a critical role in delivering exceptional service to our members, identifying their financial needs, and providing tailored solutions to meet those needs.Key ResponsibilitiesDeliver Exceptional...


  • Dallas, Texas, United States Farther Full time

    Job OverviewCompany Overview:Farther is an innovative Registered Investment Advisor (RIA) that merges expert financial advisors with advanced technology to provide a customized and comprehensive wealth management experience.The founders of Farther are distinguished leaders and pioneers in the private wealth sector, bringing together a unique combination of...


  • Dallas, Texas, United States Third Bridge Full time

    Job OverviewCompany Overview:Third Bridge stands as a premier investment research firm, delivering comprehensive solutions to the world’s leading investors and business executives. Our unique offering combines human insights with exclusive investor-led content, supported by a global network of experts. We cater to over 1,000 investment firms, providing...