Client Services Representative (Banking), Sr. jobs in Lincoln, NE

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)

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Insurance Client Services Representative
  • GTA Insurance Group
  • Hildreth, NE FULL_TIME
  • GTA Insurance Group is HIRING!!

    We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative to join our fast-growing team. Our Client Services Representatives play a vital role in ensuring our clients receive the service they need to properly manage their insurance policies. You are the facilitator of positive and effective relationships with our valued clients and insurance carrier staff.

    Who we are:

    We believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. We have a great work-life balance, and we pride ourselves on being community focused and family friendly.

    We recognize the importance of our employees health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family.

    What you'll do:

    You'll build relationships in and out of the organization, by providing general agency support and support to the agency's clients. You'll be the first point of contact for clients, handling their day-today questions, and other support services. You will assist in the production of new accounts and the retention of existing accounts and provide prompt, efficient, high-quality service to designated accounts in support of Producer activities.
     
    1. Responsible for gathering the information and risk management recommendations for the renewal of designated accounts sixty days prior to renewal and for delivering renewal and/or binders for designated account, as needed, within five days of receipt.
    2. Conducts periodic service calls for designated accounts.
    3. Answers agency phone calls, orders supplies, and conducts general office administration.
    4. Maintains a concern for timeliness and completeness when interacting with customers, agency, and company personnel to minimize potential for errors & omissions claims.
    5. Receives phone calls and office visitors requesting quotes.
    6. Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact.
    7. Makes minor policy changes for personal lines coverage as requested by the Agent.
    8. Assists with the everyday flow in the agency including emails, downloads, expiration notices and special projects.
    9. Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
    10. Accounting and bookkeeping, as instructed by management.
    11. Performs other functions as assigned by management.

    What you'll need to succeed:

    You have excellent written and verbal communication skills, enjoy striving towards goals, attentive to the detail, flexible to adjust to the needs of the day/client, and are team oriented.

    Requirements:
    1. High School Diploma or equivalent
    2. Active Property & Casualty license or willing to obtain (materials and fees paid by GTA)
    3. Excellent communication skills both written and spoken
    4. Proficient in Microsoft Office
    5. High attention to detail
    6. Learn new technology quickly
    7. Flexible
    8. Team oriented
    Benefits:
    • 100% employer paid Employee only health insurance
    • Employer Paid Life & AD&D
    • Employer Paid Short- & Long-term disability
    • PTO
    • Paid Holidays
    • 401k with employer match
    • Voluntary Vision, Dental and many other benefits!

    About GTA Insurance Group:

    Headquartered in Grand Island, Nebraska, GTA Insurance Group is a leading full-service insurance agency providing property and casualty, life and health, employee benefits, and crop products and services. From offices located throughout Nebraska, GTA's vast network of specialists provides peace of mind on what matters most and helping our customers protect their legacies. For more information, please visit gtagroup.com.

  • 10 Days Ago

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Insurance Client Services Representative
  • GTA Insurance Group
  • Columbus, NE FULL_TIME
  • GTA Insurance Group is HIRING!! We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative to join our fast-growing team. Our Client S...
  • 15 Days Ago

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Insurance Client Services Representative
  • GTA Insurance Group
  • Eustis, NE FULL_TIME
  • GTA Insurance Group is HIRING!! We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative to join our fast-growing team. Our Client S...
  • 23 Days Ago

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Flexible Schedule - Client Services Representative
  • Global Elite Texas
  • Lincoln, NE OTHER
  • Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're lo...
  • 5 Days Ago

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Client Representative
  • A1 Cabinet & Granite, LLC
  • Lincoln, NE FULL_TIME
  • Looking for a client representative to expand our workforce. Duties includes typing up quotes, answering product questions, greeting clients, and assisting clients with making color selections. The ri...
  • 21 Days Ago

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Client Representative
  • Luma Marketing Group
  • Lincoln, NE FULL_TIME
  • Company DescriptionAt Luma Marketing Group, we attribute our newfound success to putting people first! We are a new company driven by providing exceptional customer service, and always going the extra...
  • 1 Month Ago

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0 Client Services Representative (Banking), Sr. jobs found in Lincoln, NE area

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Client Service Representative
  • Charles Schwab
  • Lincoln, NE
  • Position Type: Regular Your Opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/15/2024 12:00:00 AM

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Client Services Representative
  • Charles Schwab
  • Lincoln, NE
  • Position Type: Regular Your Opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/15/2024 12:00:00 AM

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Client Service Representative
  • Charles Schwab
  • Martell, NE
  • Position Type: Regular Your Opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/15/2024 12:00:00 AM

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Client Services Representative
  • Charles Schwab
  • Martell, NE
  • Position Type: Regular Your Opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/15/2024 12:00:00 AM

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Client Service Representative
  • Charles Schwab
  • Cortland, NE
  • Position Type: Regular Your Opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/15/2024 12:00:00 AM

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Client Services Representative
  • Charles Schwab
  • Memphis, NE
  • Position Type: Regular Your Opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/15/2024 12:00:00 AM

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Client Services Representative
  • Charles Schwab
  • Weston, NE
  • Position Type: Regular Your Opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/15/2024 12:00:00 AM

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Client Service Representative
  • Charles Schwab
  • Weeping Water, NE
  • Position Type: Regular Your Opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/15/2024 12:00:00 AM

Lincoln is the capital of the U.S. state of Nebraska and the county seat of Lancaster County. The city covers 94.267 square miles (244.150 km2) with a population of 284,736 in 2017. It is the second-most populous city in Nebraska and the 71st-largest in the United States. The city is the economic and cultural anchor of a substantially larger metropolitan area in the southeastern part of the state called the Lincoln Metropolitan and Lincoln-Beatrice Combined Statistical Areas. The statistical area is home to 353,120 people, making it the 106th-largest combined statistical area in the United ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$44,023 to $55,793
Lincoln, Nebraska area prices
were up 0.8% from a year ago

Client Services Representative (Banking), Sr. in Galveston, TX
As a Client Service Representative, you’ll deliver a personalized, caring experience for our clients in the financial centers and get to know them and understand their life priorities as you provide their financial services.From day one, you’ll receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience.
December 02, 2019
Client Services Representative (Banking), Sr. in Orange, CA
We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better.
November 29, 2019
Client Services Representative (Banking), Sr. in Anderson, IN
We always put our clients first to meet their evolving needs.
February 12, 2020