Account Services Representative, Sr. jobs in Texas

Account Services Representative, Sr. 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, Sr. resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative, Sr. 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, Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be an Account Services Representative, Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)

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Call Center Representative
  • Health Matching Account Services
  • Houston, TX OTHER
  • Call Center Representative  


    JOB DESCRIPTION SUMMARY


     The Call Center Representative is responsible for placing outbound sales calls, to drive sales of insurance policies to licensed sales professionals, on behalf of HMAS. The Representative is also responsible for receiving calls as well as maintaining relevant records on database. 


    This position reports directly to the Operations Manager


    ESSENTIAL JOB FUNCTIONS


     ·         Make outbound calls to licensed sales professionals to drive sales.


     ·         Process and respond to inquiries


     ·         Maintain relevant client records


     ·         Provide insurance details


     ·         Responsible for answering incoming call inquiries


     ·         Obtains client information by answering telephone calls; interviewing clients; verifying information.


     ·         Determines eligibility by comparing client information to requirements


     ·         Informs clients by explaining procedures; answering questions; providing information.


     ·         Maintains communication equipment by reporting problems


     ·         Maintains and improves quality results by adhering to standards and guidelines; recommending improved procedures


     ·         Updates job knowledge by studying new product descriptions; participating in educational opportunities


     ·         Accomplishes sales and organization mission by completing related results as needed


     ·         Handle sensitive, confidential information and tasks with tact, discretion and diplomacy


     ·         Other duties as assigned 


     QUALIFICATIONS  


     ·         Strong Customer Service phone skills


     ·         Outbound/Inbound sales call experience


     ·         Punctual (*Very important to role) 


     ·         Attention to detail


     ·         Must be a team player


     ·         Professional attitude and appearance


     ·         Excellent verbal and written communication skills


    ·         Excellent interpersonal skills and friendly disposition


     ·         Ability to multi-task and demonstrate effective time management skills


     ·         Competitive, with a drive for success and advancement


     EDUCATION & EXPERIENCE


     ·         High School Degree or Equivalent


     ·         Minimum 1-3 year’s experience in phone sales 


     PREFERRED


     ·         Insurance sales experience a plus



  • 16 Days Ago

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REMOTE - Patient Account Representative II (Rev Cycle)
  • Patient Account Representative II (Rev Cycle) - UTHealth Houston Careers
  • Houston, TX FULL_TIME
  • What we do here changes the world. UTHealth Houston is Texas’ resource for healthcare education, innovation, scientific discovery, and excellence in patient care. That’s where you come in. This positi...
  • 1 Month Ago

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Sr Specialist - Account Management
  • Account Management - Energy Transfer Family of Partnerships Careers
  • DALLAS, TX FULL_TIME
  • Summary: The position of Sr. Specialist - Sales is a key player of the sales team. This position requires a driven individual with strong business acumen, excellent communication, relationship-buildin...
  • 19 Days Ago

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Certified Public Accountant
  • Health Matching Account Services
  • Houston, TX FULL_TIME
  • Certified Public Accountant JOB DESCRIPTION SUMMARY The Certified Public Accountant is responsible for generating billing statements and reports as well as assist with various audits. Our ideal candid...
  • 8 Days Ago

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Bookkeeper
  • Health Matching Account Services
  • Houston, TX FULL_TIME
  • JOB DESCRIPTION SUMMARY The Bookkeeper is responsible for generating billing statements and reports as well as assist with various audits. Review and reconcile the general ledger to ensure accuracy re...
  • 9 Days Ago

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IT Technician
  • Health Matching Account Services
  • Houston, TX FULL_TIME
  • JOB DESCRIPTION SUMMARY A qualified IT Technician that will install and maintain computer systems and networks aiming for the highest functionality. You will also “train” users of the systems to make ...
  • 12 Days Ago

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Account Service Representative
  • Wil Fischer Distributing Companies
  • Springfield, MO
  • Job Description Job Description Account Service Representative Department: Sales Location: Springfield, MO Reports to: D...
  • 5/10/2024 12:00:00 AM

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Account Service Representative
  • Henderson Brothers, Inc.
  • Pittsburgh, PA
  • General Application Location: Pittsburgh, PA Type: Full TimeMin. Experience: Mid Level While we have specific openings o...
  • 5/10/2024 12:00:00 AM

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Account Services Representative I
  • OE Federal Credit Union
  • Livermore, CA
  • Overview: Position Summary You will be responsible for expanding and maintaining the credit unions relationship with mem...
  • 5/10/2024 12:00:00 AM

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Account Services Representative
  • American Heritage Credit Union
  • Philadelphia, PA
  • American Heritage Credit Union, a $4.8+ billion credit union, has an immediate opening for an Account Services Represent...
  • 5/9/2024 12:00:00 AM

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Account Service Representative
  • Earthquakes Soccer, Llc
  • San Jose, CA
  • **Position**: Account Service Representative Reports to: Director, Account Service **Summary**: The San Jose Earthquakes...
  • 5/7/2024 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...
  • 5/7/2024 12:00:00 AM

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Account Services Representative
  • Solo Printing, LLC
  • Doral, FL
  • Account Services / Production (Manufacturing) We are seeking an experienced Account Service Representative to join our g...
  • 5/6/2024 12:00:00 AM

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Account Service Representative
  • C Spire
  • Hattiesburg, MS
  • Overview: Inspiration happens here. At C Spire, inspiration is our fuel. Everything we do is inspired by our customers. ...
  • 5/6/2024 12:00:00 AM

Texas (/ˈtɛksəs/, locally /ˈtɛksɪz/; Spanish: Texas or Tejas Spanish pronunciation: [ˈtexas] (listen)) is the second largest state in the United States by both area and population. Geographically located in the South Central region of the country, Texas shares borders with the U.S. states of Louisiana to the east, Arkansas to the northeast, Oklahoma to the north, New Mexico to the west, and the Mexican states of Chihuahua, Coahuila, Nuevo León, and Tamaulipas to the southwest, while the Gulf of Mexico is to the southeast. Houston is the most populous city in Texas and the fourth largest in the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Account Services Representative, Sr. jobs
$43,887 to $55,627

Account Services Representative, Sr. in Danbury, CT
Responsible for assisting Boston Sales Representatives with day to day sales activities.
November 28, 2019
Account Services Representative, Sr. in Dothan, AL
Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.
November 28, 2019
Account Services Representative, Sr. in Greenville, MS
Account service representative is similar to customer service representative.
December 28, 2019