Account Services Representative, Sr. jobs in Galveston, TX

Account Services Representative, Sr. provides superior customer service to account holders by responding to questions about their account and processing transactions and fills in as teller as needed. May process account openings, closings, and distributions following standard procedures and regulations. Being an Account Services Representative, Sr. resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative, Sr. identifies cross-selling opportunities as appropriate, and may refer customers to other bank resources. Requires a high school diploma or equivalent. Typically reports to a manager. The Account Services Representative, Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be an Account Services Representative, Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)

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Account Representative
  • American National Family of Companies
  • Galveston, TX FULL_TIME
  • Job Posting

    The Account Representative will be responsible for providing qualified plan administration to fee for service clients.


    What you will do:

    • Prepare qualified plan documents and amendments in accordance with intent of plan sponsor, as well as any related participant communication and disclosures. Document must be in compliance with Internal Revenue Code and Regulations
    • Responsible for inputting plan data into the Relius Administration system, which includes the interpretation of the plan document.
    • Responsible for setting up website access, which includes setting up the plan for the Plan Sponsor Web’s Data Validation Center
    • Under supervision, prepare valuation reports (including determination of employee eligibility, reconciliation of salary deferral contributions, calculation/allocations of pro-rata employer contributions/forfeitures) for plans requiring minimal testing and /or staying within a “safe harbor” framework.
    • Under supervision, responsible for the completion of the annual governmental filing as required by the Internal Revenue Service and Department of Labor
    • Under supervision, responsible for communication with plan sponsors and/or agents concerning understanding of plan document provisions, administration of the plan and the Internal Revenue Service and Department of Labor regulations as they relate to the operation of the plan.
    • Responsible for maintaining current knowledge of pension administration software which includes following department procedures.
    • Responsible for assisting with department projects as assigned.

    QUALIFICATIONS:

    • Up to two years of qualified plan administration experience (or equivalent experience)
    • Must complete the American Society of Pension Professionals and Actuaries (ASPPA) IRP and RPF within three years of employment.
    • Strong aptitude for customer service
    • Must have excellent verbal and written communication skills.
    • Sound mathematical background and computer skills
    • Ability to problem solve.
    • Ability to analyze data and make decisions.

    American National offers eligible employees and their families medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan. Employees also receive annually a bank of paid time off and paid holidays. We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code.


    American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905. With focus on our organization’s values and cultural richness: Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations.


    Hiring Practices

    The preceding job posting was designed to indicate the general nature and level of work performed by employees assigned to this position. It is not intended to be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with the job qualifications, we still encourage you to apply. You may be just the right candidate for this position or other opportunities at American National.


    American National’s recruitment policies help us place individuals in a timely and efficient manner. Only the most qualified candidates will be contacted by our recruiting team.


    American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.


    Nearest Major Market: Galveston
    Nearest Secondary Market: Houston
    Job Segment: Sales Rep, Customer Service Representative, Testing, Social Media, Banking, Sales, Customer Service, Technology, Marketing, Finance

  • 1 Month Ago

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Agency Account Representative
  • Texas Farm Bureau
  • Angleton, TX FULL_TIME
  • We are seeking energetic self-starters who are interested in a rewarding insurance sales career. This role requires high achievers with a positive and professional attitude, excellent communication sk...
  • Just Posted

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Sr. Respiratory Therapist - Respiratory Care Services (Work 36hrs per wk)
  • Respiratory Care Services (Work 36hrs per wk) - UTMB Health Careers
  • Galveston, TX FULL_TIME
  • Job Description: Possesses experience and is highly knowledgeable and skilled in respiratory care and assessment. Provides competent basic and specialty care utilizing an interdisciplinary approach an...
  • 1 Month Ago

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Patient Representative II - Galveston Patient Services
  • Galveston Patient Services - UTMB Health Careers
  • Galveston, TX FULL_TIME
  • Job Description: To provide excellent patient/family experience by investigating patient/family complaints in all utmb Health settings which includes, care provided by physicians and other healthcare ...
  • 2 Days Ago

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Sr. Business Coordinator - Patient Services (Galveston)
  • UTMB Health Careers
  • Galveston, TX FULL_TIME
  • Minimum Qualifications: Bachelor’s degree or equivalent and 2 years of office related experience. Job Summary: To manage, coordinate, and directly support the administrative and business management, a...
  • 15 Days Ago

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Sr. Business Coordinator, Medicine Services (Onsite)
  • UTMB Health Careers
  • Galveston, TX FULL_TIME
  • Minimum Qualifications: Bachelors degree or equivalent and 2 years of office related experience.Job Description: To manage, coordinate, and directly support the administrative and business management,...
  • 18 Days Ago

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0 Account Services Representative, Sr. jobs found in Galveston, TX area

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FIELD SALES & MARKETING REPRESENTATIVE
  • Techtronic Industries - TTI
  • League City, TX
  • FIELD SALES AND MARKETING REPRESENTATIVE – Techtronic Industries, NA (TTI) About Us: TTI (Techtronic Industries) is a fa...
  • 4/18/2024 12:00:00 AM

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Inside Sales Representative
  • South TX Division (BLN-HT2)
  • League City, TX
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/18/2024 12:00:00 AM

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Field Sales Representative
  • Techtronic Industries - TTI
  • Galveston, TX
  • FIELD SALES AND MARKETING REPRESENTATIVE – Techtronic Industries, NA (TTI) About Us: TTI (Techtronic Industries) is a fa...
  • 4/17/2024 12:00:00 AM

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Outside Sales/Territory Account Manager - Houston
  • Gemaire Distributors, LLC
  • League City, TX
  • Job Description Job Description Looking for a Cool Job in a fast-paced environment with a dynamic team representing the ...
  • 4/17/2024 12:00:00 AM

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FIELD SALES & MARKETING REPRESENTATIVE
  • Techtronic Industries - Tti
  • League City, TX
  • FIELD SALES AND MARKETING REPRESENTATIVE Techtronic Industries, NA (TTI) About Us: TTI (Techtronic Industries) is a fast...
  • 4/16/2024 12:00:00 AM

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Field Sales And Marketing Specialist
  • Techtronic Industries - Tti
  • League City, TX
  • FIELD SALES AND MARKETING REPRESENTATIVE Techtronic Industries, NA (TTI) About Us: TTI (Techtronic Industries) is a fast...
  • 4/16/2024 12:00:00 AM

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MEC Representative (20Hr)
  • ASSOCIATED CREDIT UNION OF TEXAS
  • La Marque, TX
  • Job Details Job Location La Marque - La Marque, TX Description Come join our Team! Member Experience Center Hours:Monday...
  • 4/14/2024 12:00:00 AM

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Field Sales And Marketing Specialist
  • Techtronic Industries - TTI
  • League City, TX
  • FIELD SALES AND MARKETING REPRESENTATIVE – Techtronic Industries, NA (TTI) About Us: TTI (Techtronic Industries) is a fa...
  • 4/14/2024 12:00:00 AM

The city of Galveston is situated on Galveston Island, a barrier island off the Texas Gulf coast near the mainland coast. Made up of mostly sand-sized particles and smaller amounts of finer mud sediments and larger gravel-sized sediments, the island is unstable, affected by water and weather, and can shift its boundaries through erosion. The city is about 45 miles (72 km) southeast of downtown Houston. The island is oriented generally northeast-southwest, with the Gulf of Mexico on the east and south, West Bay on the west, and Galveston Bay on the north. The island's main access point from the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Account Services Representative, Sr. jobs
$44,625 to $56,558
Galveston, Texas area prices
were up 1.2% from a year ago

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