Financial Intake Specialist jobs in Clarksville, TN

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Customer Service Sales Specialist
  • UniTrust Financial Group
  • Clarksville, TN FULL_TIME
  • Customer Service Sales Specialist


    Location: Remote (Work From Home)
    Key Responsibilities:

    • Provide outstanding customer service to clients inquiring about insurance products.
    • Drive sales by assisting clients in choosing appropriate insurance coverage tailored to their needs.
    • Work with leads provided by the company; no cold calling or door-to-door sales required.
    • Maintain a client-focused approach, ensuring customer satisfaction and building long-term relationships.
    • Complete required training and obtain necessary insurance license.
    • Embrace a flexible work-from-home environment with self-paced, virtual training.
    • Uphold the values of transparency, integrity, diversity, and relentlessness in all interactions.

    Requirements:

    • Must be self-motivated and driven to succeed in a commission-based role.
    • No prior experience required; comprehensive training will be provided.
    • Excellent communication and interpersonal skills.
    • Ability to work independently and manage time effectively.
    • Full-time availability, with a commitment to a flexible work schedule.
    • Passion for providing excellent customer service and support.
    • Commitment to upholding company values and client satisfaction.

    Benefits:

    • Work from the comfort of your own home with a virtual, remote setup.
    • Flexible hours to support work-life balance.
    • Opportunity for uncapped earning potential through commissions.
    • Comprehensive training and support provided to obtain the required insurance license.
    • Entry-level position with opportunities for career growth and advancement.

    Job Type: Commission Only

    InsuraTec Services Group is an equal opportunity employer, promoting diversity and inclusion in the workplace. We encourage individuals of all backgrounds to apply.

  • 6 Days Ago

C
Consumer Loan Specialist
  • CURO Financial Technologies Corp
  • Dickson, TN FULL_TIME
  • Overview We service our communities by offering personal installment loans designed to help our customers get the money they need when they need it. The Consumer Loan Specialist assists both new and e...
  • 1 Month Ago

U
FINANCIAL SYSTEMS SPECIALIST
  • U.S. Army Forces Command
  • Fort Campbell, KY FULL_TIME
  • Duties Serve as a subject matter expert regarding travel entitlements and payments. Ensure accuracy regarding financial operations such as the disbursement of funds. Review travel card statements for ...
  • 25 Days Ago

P
Entry Level Insurance Sales Rep
  • PRT Financial
  • Clarksville, TN FULL_TIME
  • Job description Our organization is growing and expanding so fast into new territories we’re looking for Life Insurance Agents and Remote Sales Representatives we can build around. No Sales or Industr...
  • 19 Days Ago

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Life Insurance Broker Position
  • PR Financial
  • Clarksville, TN FULL_TIME
  • Real Life 100k Opportunity. The Most powerful offer in the industryLooking for new potential life insurance agentsMany people think that to make and sustain a six-figure income you need to work at a l...
  • 8 Days Ago

P
Entry Level Insurance Position
  • PR Financial
  • Clarksville, TN FULL_TIME
  • About the Insurance Sales Representative position We are looking for a competitive Insurance Sales Representative to help us expand our business by actively seeking and acquiring new clients. You will...
  • 9 Days Ago

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0 Financial Intake Specialist jobs found in Clarksville, TN area

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Financial Representative
  • Modern Woodmen of America
  • Hopkinsville, KY
  • About you Entrepreneurial mindset Community oriented Communication skills Responsibilities Work with current or new memb...
  • 4/26/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • Nashville, TN
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 4/25/2024 12:00:00 AM

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Financial Service Representative - Charlotte, NC
  • Fidelity TalentSource LLC
  • Nashville, TN
  • Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Service...
  • 4/25/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • Nashville, TN
  • Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to g...
  • 4/25/2024 12:00:00 AM

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Insurance Specialist
  • Bankers Life
  • Clarksville, TN
  • Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to g...
  • 4/25/2024 12:00:00 AM

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Insurance Specialist
  • Bankers Life
  • Clarksville, TN
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 4/24/2024 12:00:00 AM

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Licensed Agent Insurance Representative
  • Bankers Life
  • Nashville, TN
  • Licensed Agent Insurance Representative Location: Nashville, TN, United States Job Category: Licensed Agents Posted: 13-...
  • 4/23/2024 12:00:00 AM

B
Financial Services Professional
  • Bankers Life
  • Nashville, TN
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 4/22/2024 12:00:00 AM

Clarksville is the county seat of Montgomery County, Tennessee, United States. It is the fifth-largest city in the state behind Nashville, Memphis, Knoxville, and Chattanooga. The city had a population of 132,929 at the 2010 census, and an estimated population of 153,205 in 2017. It is the principal central city of the Clarksville, TN–KY metropolitan statistical area, which consists of Montgomery and Stewart Counties in Tennessee, and Christian and Trigg Counties in Kentucky. The city was founded in 1785 and incorporated in 1807, and named for General George Rogers Clark, frontier fighter and ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Intake Specialist jobs
$41,575 to $58,413
Clarksville, Tennessee area prices
were up 1.3% from a year ago

Financial Intake Specialist in Louisville, KY
Performs eligibility and or similar, comparable, or related duties as may be required or assigned.
January 31, 2023
Resolves all customer requests, inquiries, and concerns in an expedient and respectful manner.
February 15, 2023
Manages work assignment to ensure all tasks and coordination notes are completed in a timely manner.
February 17, 2023
Initiates one time letters of agreement (LOAs) and negotiates rates as dictated by established policies and procedures in a timely manner.
February 19, 2023
Reviews and replies to branch location's urgent requests in a timely and accurate manner.
April 03, 2023
Reviews and replies to branch location s urgent requests in a timely and accurate manner.
April 27, 2023
Obtains all authorization as needed from payer for services ordered/requested in a timely manner.
May 01, 2023
Serves as a liaison between the branch location and the payer on a regular basis.
May 17, 2023