IRA Services Representative, Sr. jobs in Montgomery, 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)

A
Sales Representative
  • Alfa Insurance Sales Representative
  • Prattville, 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
  • Montgomery, 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 approv...
  • 18 Days Ago

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Patient Services Representative
  • Aspen Dental
  • Montogomery, AL FULL_TIME
  • At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive...
  • 1 Month Ago

A
Patient Services Representative
  • Aspen Dental
  • Montgomery, AL FULL_TIME
  • At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive...
  • 23 Days Ago

A
Patient Services Representative
  • Aspen Dental
  • Prattville, AL FULL_TIME
  • At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive...
  • 1 Month Ago

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Sales representative
  • Freeway Insurance Services
  • Selma, AL FULL_TIME
  • Pay Range : $13 - $16 / hour $13 - $16 / hour Our Perks : Base hourly rate plus unlimited / uncapped rate based on experience) Lucrative incentive sales plans, bonuses and sales contests No Cold Calli...
  • 1 Month Ago

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

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Customer Service Rep - Work From Home
  • Spade Recruiting
  • Montgomery, AL
  • We are the only 100% union label supplemental benefits company in the world. With a client base that includes over 40,00...
  • 4/18/2024 12:00:00 AM

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FT Customer Service Representative - Work From Home>
  • TridentCare
  • Montgomery, AL
  • [Call Center / Remote] - Anywhere in U.S. / Competitive pay / Medical, dental & vision / 401k - As a Customer Service Re...
  • 4/18/2024 12:00:00 AM

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FT Customer Service Representative - Work From Home>
  • TridentCare
  • Selma, AL
  • [Call Center / Remote] - Anywhere in U.S. / Competitive pay / Medical, dental & vision / 401k - As a Customer Service Re...
  • 4/18/2024 12:00:00 AM

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Customer Service Representative
  • Tyler Technologies, Inc.
  • Montgomery, AL
  • Our disability and benefits solutions help programs and agencies quickly get benefits into the hands of those who need i...
  • 4/16/2024 12:00:00 AM

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Protective Services Officer
  • Southern Poverty Law Center
  • Montgomery, AL
  • The SPLC is seeking a Protective Services Officer who is passionate about social justice! Under general supervision, the...
  • 4/14/2024 12:00:00 AM

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Customer Service Representative
  • Walmart
  • Montgomery, AL
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/14/2024 12:00:00 AM

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Customer Service Representative
  • Progressive Corp.
  • Montgomery, AL
  • Customer Service Representative **Job Number** : 188614 If you enjoy helping others and flourish in a fast-paced environ...
  • 4/14/2024 12:00:00 AM

K
Customer Service Representative Lead
  • Kinedyne
  • Prattville, AL
  • RESPONSIBILITIES: Process customer orders in steps to include entering information into the computer system; confirming ...
  • 4/14/2024 12:00:00 AM

Montgomery is the capital city of the U.S. state of Alabama and the county seat of Montgomery County. Named for Richard Montgomery, it stands beside the Alabama River, on the coastal Plain of the Gulf of Mexico. In the 2010 Census, Montgomery's population was 205,764. It is the second most populous city in Alabama, after Birmingham, and is the 118th most populous in the United States. The Montgomery Metropolitan Statistical Area's population in 2010 was estimated at 374,536; it is the fourth largest in the state and 136th among United States metropolitan areas. The city was incorporated in 18...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$41,907 to $48,913
Montgomery, 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