IRA Services Representative, Sr. jobs in Detroit, MI

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)

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Sr. Sales Account Representative
  • BCBSM Career Section
  • Detroit, MI FULL_TIME
  • Responsible for retention activities for BCBSM and/or BCN customers generally with 50 to 99 contracts in a group within an assigned geographic area working in close coordination with Client Engagement Manager and Client Operations Managers overseeing the agent relationship(s) associated with those accounts.  Retention activities include planning, strategizing, benefit consulting and administration to increase membership as well as required resell activities.  Responsibility may include enrolled and prospective customers.

    • Working in concert with the Sales Manager to propose specific retention strategy that is aligned with the overarching strategy for that agency relationship, by understanding the decision-making process and gaining trust and respect from key agent decision makers.
    • Provide the agent/customer with information related to alternate methods of health care delivery (e.g., HMO, POS, PPO).  May include financial alternatives such as funding options.
    • Use established resell process to coordinate customer acceptance of renewals, open enrollment activities and the acquisition of information for the completion of necessary reporting.
    • Explore possible jeopardy situations and develop and implement sales strategies to retain the group working in concert with the Client Engagement Manager.
    • Identify complex servicing problems, refer through appropriate internal channels and assure resolution of the problems.
    • Coordinate and assist in the education and training of group contact personnel.
    • Complete and forward all sales plans and/or reports as required. 
    • Responsible for involvement in community relations activities to support corporate, sales and marketing images.
    • Secure necessary data for the development of rates for proposed programs.
    • Develop presentations of proposed programs in order to meet customer needs and close the sale.
    • Coordinate the successful implementation of new business enrollment with the sales office.

    QUALIFICATIONS

    • Bachelor's Degree in Business Administration, Marketing or related field preferred.
    • Three (3) years of concept sales or face-to-face service experience.
    • Valid Michigan Accident and Health Insurance License.
    • Valid and unrestricted driver's license is required.
    • Excellent analytical, presentation, problem resolution, sales, verbal and written communication skills.
    • Well-developed forecasting, organizing, planning and scheduling skills.
    • Proficient in current industry standard PC applications and systems.
    • High degree of technical knowledge of all benefits, billing, competitive programs, distribution systems, methods, policies, procedures, rating, regulations, selling process and underwriting as it relates to sales and marketing.
    • Thorough knowledge of alternative benefit delivery programs, corporate philosophy, medical economics, trust fund and union structures.
    • Other related skills and/or abilities may be required to perform this job.
  • 1 Month Ago

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Sr Technical Sales Representative
  • TA Instruments
  • Detroit, MI FULL_TIME
  • Sr Technical Sales Representative Req. # 20020 Company Name TA Category Field Sales Location US-MI Type Regular Full-Time Overview TA Instruments is looking to hire an enthusiastic Technical Sales Eng...
  • 1 Month Ago

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Sr. Grants and Writing Manager
  • STARFISH FAMILY SERVICES INC
  • Inkster, MI OTHER
  • Job Details Level: Senior Job Location: Hiveley Corp - Inkster, MI Position Type: Full Time Education Level: 4 Year Degree Salary Range: Undisclosed Job Category: Nonprofit - Social Services POSITION ...
  • 7 Days Ago

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(Main Campus) Optimization- Clinic Service Representative
  • Clinic Service Representative - Henry Ford Health - Careers Careers
  • Detroit, MI FULL_TIME
  • Under general supervision follows standard operating procedures for all patient registration activities including patient reception, face-to-face check in and check out, preregistration, insurance ver...
  • 4 Days Ago

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Crew
  • CAMPBELL, JON M SR.
  • Dearborn, MI FULL_TIME
  • Crew Person - You don’t want to work just anyplace, and you don’t want to work just anytime. Maybe it’s breakfast. Maybe it’s lunch. Maybe it’s late nights. Maybe it’s weekends. Whatever it is, you wa...
  • Just Posted

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Department Manager
  • CAMPBELL, JON M SR.
  • Dearborn, MI FULL_TIME
  • Department Manager - McDonald’s® company-owned and independent Owner-Operator restaurants are staffed by great people, and right now we’re looking for more of them. People interested in satisfying car...
  • 1 Day Ago

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0 IRA Services Representative, Sr. jobs found in Detroit, MI area

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Customer Service Rep - New Baltimore
  • Henderson Glass
  • New Baltimore, MI
  • Description Henderson Glass Who we need: At Henderson we are looking for those interested in a career with our growing c...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative
  • Harvestsherwood
  • Detroit, MI
  • ** Customer Service Representative** Harvest Sherwood Food Distributors, Detroit, 12499 Evergreen Road, Detroit, Michiga...
  • 4/24/2024 12:00:00 AM

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customer service rep
  • Rochester Oakland TWP Agency LLC
  • Rochester Hills, MI
  • Job Description Job Description We are searching for a candidate to fill an opening as a customer service representative...
  • 4/23/2024 12:00:00 AM

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Showroom Receptionist & Customer Service Rep
  • Confidential
  • Allen Park, MI
  • Job Title: Order Processor/Customer Service Rep/Sales Assistant Monday - Friday 8 am - 4 pm Weekends and Holidays off. C...
  • 4/22/2024 12:00:00 AM

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Customer Service Rep/ Scheduler
  • US Farathane Corporation
  • Troy, MI
  • ** US Farathane, LLC** ** Customer Service Rep/ Scheduler** Troy, MI 48084 **US Farathane** has been a leading source of...
  • 4/22/2024 12:00:00 AM

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Guest Services Rep Full Time-104010
  • ESA Management, LLC
  • Farmington, MI
  • Requirements KNOWLEDGE, SKILLS, ABILITIES COMPETENCIES Ability to understand and communicate in English proficiently to ...
  • 4/22/2024 12:00:00 AM

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Flexible and Remote- Client Service Rep
  • Global Elite
  • Detroit, MI
  • Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects your ambitions? Here's yo...
  • 4/20/2024 12:00:00 AM

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Oil Sales and Service Rep I
  • Clean Harbors
  • Romulus, MI
  • Safety-Kleen in Romulus, MI is looking for a Local Class B Route Driver to join their safety conscious team! As a Local ...
  • 4/11/2024 12:00:00 AM

Detroit (/dɪˈtrɔɪt/, locally also /ˈdiːtrɔɪt/; French: Détroit, lit. 'strait') is the largest and most populous city in the U.S. state of Michigan, the largest United States city on the United States–Canada border, and the seat of Wayne County. The municipality of Detroit had a 2017 estimated population of 673,104, making it the 23rd-most populous city in the United States. The metropolitan area, known as Metro Detroit, is home to 4.3 million people, making it the second-largest in the Midwest after the Chicago metropolitan area. Regarded as a major cultural center, Detroit is known for its co...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$47,570 to $55,522
Detroit, Michigan area prices
were up 1.2% 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