Account Services Representative jobs in Nebraska

Account Services Representative 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 resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative 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 works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be an Account Services Representative typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Account Services Representative III
  • Zinnia
  • Lincoln, NE FULL_TIME
  • WHO WE ARE:

    Building on its rich heritage, Zinnia is transforming the way life and annuity products are created, sold, and administered – from lead to origination to claims – through Zinnia Open Insurance. We're addressing the new realities of the marketplace, and we understand what consumers want and deserve: a great experience from the moment they consider these products until their policies pay out.

    Zinnia Open Insurance is advanced data-driven technology that accelerates innovation, enables unrivaled speed-to-market, deepens relationships with policyholders, and empowers better risk-based outcomes. Open transforms the end-to-end experience to make everything faster, more transparent, and more collaborative for consumers, carriers, and advisors. Zinnia is a new tech company, but we're not new to insurance. We're L&A experts and technology innovators building Open Insurance to power exceptional experiences that evolve ahead of the marketplace. We're Zinnia. And we're Open. Join us, and experience Life, More Open.

    WHO YOU ARE:

    As an Account Services Representative III you are a customer service professional specializing in Annuity and Life Products with effective oral, written, and interpersonal communication skills. You have a desire to grow personally and professionally with an aptitude for advancement. You enjoy working effectively with your teammates and enjoy developing relationships with clients and customers by becoming a dedicated resource.

    WHAT YOU'LL DO:

    The Account Service Representative will be responsible for providing customers and sales representatives with high quality, individualized phone support, processing requests for information, and conducting research and analysis to ensure successful outcomes when complexities arise. Representatives must deliver accurate and prompt resolution of any issues that arise, and relay necessary information to the customers, sales representatives, or client by both verbal and written communication.

    • Answers incoming calls and completes outgoing calls as needed
    • Calls include answering customer questions and providing customer support
    • Accurately and timely process customer requests that are received by mail, phone, fax, or email
    • Researches and analyzes issues to ensure successful outcomes and or resolution
    • Develops relationships with client and customers by becoming a dedicated resource
    • Ensures high quality and consistency to customers by processing and servicing
    • Develops broad understanding of products, services, policies, procedures, regulations, and laws for effective service delivery
    • Handles escalated telephone calls to assist customer with problem resolution
    • Responds to customer requests by creating original correspondence or utilizing existing written materials
    • Assists in coaching junior associates to further develop their ability to service our clients effectively and efficiently
    • Serves as a resource for technical products such as annuities and life insurance
    • Performs call quality audits of Account Service Representative I's and assists in development and product knowledge enhancement of Account Service Representative I's
    • Answers resource calls, logs into resource queues to assist as needed
    • Exercises autonomy to make basic decisions to handle non-routine concern

    WHAT YOU'LL NEED:

    • Bachelor's degree and or equivalent work experience required
    • Prior financial services experience required specializing in Annuity Products and Life Products
    • 4 to 6 years' experience providing customer service and transaction processing support to clients
    • 3 years' previous call center experience required
    • Work history which demonstrates personal growth and aptitude for advancement
    • Strong PC and keyboarding skills and the ability to use Microsoft Office products and auxiliary equipment and software
    • Incumbents must be able to work required overtime
    • Requires strong organizational skills and attention to detail
    • Excellent communication skills both oral and written
    • Self-motivated individual who is results and customer service oriented, with demonstrated organization and time management skills
    • Strong interpersonal skills with ability to train and coach staff
    • Demonstrated ability to effectively communicate with all levels of internal and external customers
    • Ability to successfully collaborate with all departments to assure product and system consistency

    WHAT'S IN IT FOR YOU?

    Zinnia offers excellent career progression and competitive compensation with the goal of retaining and growing talented team members. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual's skills, education, experience, training, and geographic location. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. We're looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at www.zinnia.com for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.

  • 10 Days Ago

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Patient Account Representative - Grand Island
  • Credit Management Services
  • Grand Island, NE FULL_TIME
  • Job Title: Patient Account Representative at Revenue Cycle Specialists, Inc. in Grand Island Salary Range: Up to $19 an hour, based on experience Work Days/Hours: Monday thru Friday, 8:00am to 5:00pm ...
  • 1 Month Ago

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Account Services Representative II - Life and Annuity Contact Center
  • Zinnia
  • Lincoln, NE FULL_TIME
  • WHO WE ARE: Building on its rich heritage, Zinnia is transforming the way life and annuity products are created, sold, and administered – from lead to origination to claims – through Zinnia Open Insur...
  • 10 Days Ago

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Account Representative
  • Technologent
  • Chadron, NE FULL_TIME
  • Job Duties and Responsibilities: Contacting existing customers via telephone calls with campaigns provided by client. Qualifying customers to determine correct contact that help support the client. En...
  • 18 Days Ago

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Account representative
  • Genuine Parts Company
  • Omaha, NE FULL_TIME
  • Motion Ai brings together the leading high-tech automation solution providers for industrial automation across the United States. Our expertise includes emerging automation technologies with focused d...
  • 18 Days Ago

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Account Services Specialist II
  • Ultimus Fund Solutions
  • Omaha, NE FULL_TIME
  • SUMMARY The Account Service Specialist II is responsible for providing various transfer agency functions and maintaining accurate records for mutual fund and alternative investment clients. Additional...
  • 4 Days Ago

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Account Service Representative
  • Wil Fischer Distributing Companies
  • Lenexa, KS
  • Job Description Job Description Account Service Representative ~ $500 Sign-On Bonus Department: Sales Location: Kansas C...
  • 3/28/2024 12:00:00 AM

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Account Service Representative
  • House of Wu
  • Fort Myers, FL
  • Job Description Job Description For over 30 years, House of Wu has been a beacon in the bridal and evening dress manufac...
  • 3/27/2024 12:00:00 AM

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Account Service Representative
  • CPD Distribution LLC DBA
  • Troy, MI
  • Job Description Job Description Zimmer Biomet Great Lakes is an independent distributor of Zimmer Biomet, Inc. based in ...
  • 3/27/2024 12:00:00 AM

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Account Service Representative
  • Nkywater
  • **Position:** Account Service Representative **Location:** Erlanger, KY **Job Id:** 235 **# of Openings:** 1 **Account S...
  • 3/26/2024 12:00:00 AM

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Customer Account Service Representative
  • Epson America, Inc.
  • ** Customer Account Service Representative** Location: Los Alamitos, CA, US Requisition ID: 5201 Company: Epson America,...
  • 3/26/2024 12:00:00 AM

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Account Service Representative
  • Career Personnel Services
  • Birmingham, AL
  • Job Description Job Description Are you ready to start your new career in 2024??!!! A highly reputable and successful in...
  • 3/25/2024 12:00:00 AM

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Account Service Representative
  • Earthquakes Soccer, Llc
  • **Account Service Representative - San Jose Earthquakes (San Jose CA)** San Jose Earthquakes jobs Sports Jobs in San Jos...
  • 3/25/2024 12:00:00 AM

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Account Service Representative (Remote)
  • remoteworkingmomlife.com
  • Las Vegas, NV
  • **Account Service Representative (Remote)** ** Las Vegas, NV 1 month ago Be among the first 25 applicants** ** Welcome b...
  • 3/24/2024 12:00:00 AM

The state is bordered by South Dakota to the north; Iowa to the east and Missouri to the southeast, across the Missouri River; Kansas to the south; Colorado to the southwest; and Wyoming to the west. The state has 93 counties and is split between two time zones, with the state's eastern half observing Central Time and the western half observing Mountain Time. Three rivers cross the state from west to east. The Platte River, formed by the confluence of the North Platte and the South Platte, runs through the state's central portion, the Niobrara River flows through the northern part, and the Rep...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Account Services Representative jobs
$35,922 to $44,460