Client Services Representative (Banking), Sr. acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Client Services Representative (Banking), Sr. processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Additionally, Client Services Representative (Banking), Sr. requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking), Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a Client Services Representative (Banking), Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)
We are currently looking to fill multiple positions in our enrollment center in Appleton WI!
Tuere is a partner of First Consilium and Great Vista Education and Technology which operate several enrollment centers in WI and TN and a national life and health insurance brokerage.
Representatives will assist clients with enrolling in health insurance coverage and applying government subsidies for eligible clients under the Affordable Care Act.
Most of our clients qualify for a 100% no-cost health insurance plan subsidized by the federal government. We work to help clients find the best available plan for their personal needs with the maximum amount of government tax subsidies applied to the cost of the plan.
This is a sales and customer service position:
This is a Full-Time position Mon-Friday
Must have or be able to obtain a state insurance producer license. Licensing and training are reimbursed. Licensing must be completed before you can start work; it requires a 20-hour online course and passing a state exam.
We pay an hourly rate plus commission and bonuses effectively $24-$48 per hour depending on performance
(Base Pay Plus Commission and Bonuses)
Job Requirements:
-Must enjoy helping people
-18 years or older only
-Must be able to obtain a state insurance producer license and pass a background check
-Must be comfortable on the phone
-Driven to perform at a high level
-Comfortable working with computers
-Enjoy working in a team environment
Job Types: Full-time, Part-time
Pay: $35,000.00 - $80,000.00 per year
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Work Location: In person
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