IRA Services Representative, Sr. jobs in Birmingham, AL

IRA Services Representative, Sr. processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Sales Representative
  • Alfa Insurance Sales Representative
  • Hanceville, AL FULL_TIME
  • Benefits/Perks
    • Annual incentive reward trip for top performers to beautiful destinations in the southeast
    • Opportunity for annual performance bonus
    • Discounts on your auto insurance (underwriting approval required)
    • Benefits include: Health, dental, supplemental cancer, vision insurance, and 401(k) plan,
    • Paid time off bank to include 3 days PTO after 80 hours worked for new hires
    • Short-term and long-term disability
    • Flexible Healthcare and Childcare spending accounts for tax savings
    • Opportunities for advancement
    • Continuous training and support throughout your career with Alfa
    • College tuition discounts at various colleges in Alabama

    Company Overview
    Since 1946, Alfa has grown to offer an excellent array of insurance coverages including life, property, business and automobile to its clients and has also become known for superior customer service.

    Are you interested in a career path and not just a job? Working as a customer representative for Alfa Insurance® is more than just servicing customers and selling insurance. It’s making a difference in the lives of your policyholders and the community. It’s creating lifelong relationships. It’s about being there when it matters most and protecting those things that are most important. It’s becoming part of a well-respected company that is based on faith, family, community and integrity.

    Job Summary
    Alfa Insurance sales representatives are team players that take exceptional pride in the company they represent, the products they sell and in providing excellent customer service. They assist the company and agents in performing sales and clerical function necessary to write and service our existing customers as well as striving to increase business.

    Responsibilities
    • Responsible for prospecting new business in multi-line insurance, quoting and binding policies, handling customer inquiries, documenting requests and completing changes, accept and process premiums and dues in a membership organization.
    • Service to members includes strong communication skills on multiple platforms, conflict resolutions skills, ability to quickly learn new computer programs and processes. Proficient at adapting to a constantly changing, extremely fast-paced environment.
    • Provide support to the agent and service center staff as needed.
    • Make decisions to determine applicant insurability and placement using competent skills in binding and processing applications.
    • Ensure effective operation of the service center including but not limited to: reports, documentation, and mail distribution.
    Qualifications
    • High school diploma or equivalent required
    • Attain Property and Casualty license within 90 days of hire (we provide training)
    • Proficient in Microsoft Office programs and have an aptitude for learning new programs and procedures
    • Team player with a positive, professional attitude
  • Just Posted

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Sales representative
  • Alfa Insurance Sales Representative
  • Trussville, AL FULL_TIME
  • Benefits / Perks Annual incentive reward trip for top performers to beautiful destinations in the southeast Opportunity for annual performance bonus Discounts on your auto insurance (underwriting appr...
  • 14 Days Ago

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Sales Representative – Consulting Services
  • SPECTRUM ENVIRONMENTAL SERVICES INC
  • ALABASTER, AL FULL_TIME
  • Spectrum Environmental Services, Inc., is currently seeking a Sales Representative to work within its Environmental Consulting group.Essential Duties and Qualifications Undergraduate Degree; Related T...
  • 1 Month Ago

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Sr. Staff Accountant
  • ALABAMA REGIONAL MEDICAL SERVICES
  • Birmingham, AL FULL_TIME
  • SUMMARY: The Sr. Staff Accountant will prepare and maintain financial records to track the organization’s assets, liabilities, profit and loss, tax liabilities, and other related financial activities....
  • 21 Days Ago

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Sr. Spclst-Community Advocate
  • Windstream Services, LLC
  • Leeds, AL FULL_TIME
  • What You’ll Do: You will ignite new sales opportunities and facilitate upgrades by actively engaging in community outreach. Your expertise will allow you to serve as a consultant, identifying and meet...
  • 11 Days Ago

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Sr. System Reliability and Support Specialist
  • PNC Financial Services Group
  • Birmingham, AL FULL_TIME
  • Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work t...
  • 2 Days Ago

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0 IRA Services Representative, Sr. jobs found in Birmingham, AL area

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Customer Service Representative
  • WATKINS CLEANERS INC
  • Birmingham, AL
  • Job Description Job Description Job Summary We are seeking a Customer Service Representative to join our team. In this r...
  • 4/26/2024 12:00:00 AM

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Customer Service Officer
  • Star Academies
  • Birmingham, AL
  • ** Customer Service Officer Starbank** **Job reference:** 002497 **Closing Date:** 16/07/2021 **Salary:** 18,562 to 18,9...
  • 4/26/2024 12:00:00 AM

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Customer Service Representative
  • The Encompass Group
  • Birmingham, AL
  • Client Service Representative Opportunity in Birmingham, AL! Want a company that invests in you rather than treating you...
  • 4/25/2024 12:00:00 AM

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Customer Service Representative - Work From Home>
  • Healthon
  • Birmingham, AL
  • [Customer Support / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Both PT & FT Available - As a Customer Servi...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative
  • WATKINS CLEANERS INC
  • Birmingham, AL
  • Job Description Job Description Benefits: 401(k) matching Bonus based on performance Employee discounts Flexible schedul...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative
  • Mazzella Lifting Technologies
  • Birmingham, AL
  • Job Description Job Description Customer Service Representative The Customer Service Representative will partner with ou...
  • 4/23/2024 12:00:00 AM

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Customer Service Representative
  • The Encompass Group
  • Birmingham, AL
  • Client Service Representative Opportunity in Birmingham, AL! Want a company that invests in you rather than treating you...
  • 4/23/2024 12:00:00 AM

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Flexible Service Representative
  • Hertz
  • Birmingham, AL
  • Job Description The Flexible Customer Service Associate consults with customers on their Hertz rental. Maximizing revenu...
  • 4/22/2024 12:00:00 AM

Birmingham (/ˈbɜːrmɪŋhæm/ BUR-ming-ham) is a city located in the north central region of the U.S. state of Alabama. With an estimated 2017 population of 210,710, it is the most populous city in Alabama. Birmingham is the seat of Jefferson County, Alabama's most populous and fifth largest county. As of 2017, the Birmingham-Hoover Metropolitan Statistical Area had a population of 1,149,807, making it the most populous in Alabama and 49th-most populous in the United States. Birmingham serves as an important regional hub and is associated with the Deep South, Piedmont, and Appalachian regions ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$44,078 to $51,446
Birmingham, Alabama area prices
were up 1.3% from a year ago

IRA Services Representative, Sr. in Grand Forks, ND
Based on our compensation data, the estimated salary potential for IRA Services Representative will increase -18 % over 5 years.
January 10, 2020