Client Services Representative (Banking) jobs in Nebraska

Client Services Representative (Banking) 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) 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) requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Client Services Representative (Banking) typically requires 1-3 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.

  • 20 Days Ago

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Insurance Client Services Representative
  • GTA Insurance Group
  • Broken Bow, 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...
  • Just Posted

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Client Services Representative
  • TEKsystems
  • Omaha, NE FULL_TIME
  • Responsible for, Maintaining industry leading service standards by providing prompt service and one call resolution. Handle inbound and Inbound Leads for current clients Timely entry of all inbound le...
  • 13 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...
  • 25 Days Ago

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Insurance Client Services Representative
  • GTA Insurance Group
  • North Platte, NE FULL_TIME
  • Rosenberg Insurance, a Division of GTA Insurance Group is HIRING!! We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative to join ...
  • 1 Month Ago

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Insurance Client Services Representative
  • GTA Insurance Group
  • Trenton, 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...
  • 1 Month Ago

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Client Relations Representative
  • North Inc
  • Fairview Heights, IL
  • Job Description Job Description Client Relations Representative (Entry Level) North, Inc. values results and is committe...
  • 4/26/2024 12:00:00 AM

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Client Service Officer (Remote Eligible: AZ, NM)
  • Enterprise Bank & Trust
  • Santa Fe, NM
  • Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee s...
  • 4/26/2024 12:00:00 AM

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Client Relations Representative
  • Tamirior Insights Inc
  • Tampa, FL
  • Job Description Job Description Here at Tamirior Insights we commit to our clients and their goals, we have a strong vis...
  • 4/25/2024 12:00:00 AM

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Client Relations Representative
  • VISTA CHICAGO INC
  • Oak Brook, IL
  • Job Description Job Description What sets Vista Chicago apart from other sales firms is that it focuses the majority of ...
  • 4/25/2024 12:00:00 AM

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Client Relations Representative
  • Resilience Inc
  • Bartlett, TN
  • Job Description Job Description Client Relations Representative Currently, we are hiring an Entry Level Client Relations...
  • 4/25/2024 12:00:00 AM

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Executive Vice President, Chief Client Services Officer of IT
  • Federal Reserve Bank Of New York
  • Richmond, VA
  • Executive Vice President, Chief Client Services Officer of IT page is loaded Executive Vice President, Chief Client Serv...
  • 4/24/2024 12:00:00 AM

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Client Relations Representative
  • Mid Atlantic Marketing
  • Fredericksburg, VA
  • Job Description Job Description We are seeking a Client Relations Representative to join our team! You will be responsib...
  • 4/24/2024 12:00:00 AM

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Electronic Banking Client Service Officer (Hybrid Eligible: AZ, KS, MO, NM)
  • Enterprise Bank & Trust
  • Olathe, KS
  • Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee s...
  • 4/23/2024 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 Client Services Representative (Banking) jobs
$37,535 to $49,894