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Become A Business Representative

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Working As A Business Representative

  • $59,800

    Average Salary

What Does A Business Representative Do At Brokers International

* Reviews new business applications for missing information, accuracy of information and ensures it is in good order in a defined time standard.
* While maintaining composure and professionalism contact independent insurance agents and insurance carriers via phone and email to gather missing information and provide status updates.
* Documents each customer service contact with agents and carriers in the CRM in order to provide an accurate and thorough record of the progress of the case.
* Maintains a working knowledge of insurance carrier’s processes, procedures and guidelines to help ensure applications are processed timely.
* Mail completed applications to appropriate carriers for processing.
* Mail policies to agents for client delivery

What Does A Business Representative Do At First American Bank

* Consistently provide a high level of professional and courteous service on all inbound and outbound calls.
* Actively participate in multiple phone queues and communicate complex topics in a clear and concise manner.
* Complete daily tasks as well as transactions related to calls taken.
* Examples of this include: correcting account posting errors, stop payments, funds transfers, and verification of deposits.
* Complete activities as assigned, such as: opening new accounts through the bank’s account opening platform; creating account documents; completing set ups and maintenance for online systems utilized by commercial customers; and maintaining customer accounts and profiles in various systems.
* Understand system functionality and ensure that transactions are entered appropriately and accurately.
* Ensure that all necessary documentation is completed and received for all transactions.
* Maintain good customer relations with both internal and external customers via phone and email through providing product and service information, assisting with navigation and troubleshooting within various online systems, and resolving customer issues.
* Log cases in database detailing conversations with customers and actions taken within various online systems.
* Participate in self development activities and First American Bank University (FABU) training courses to continually enhance customer service skills and job knowledge.
* Complete all required compliance regulations.
* Other duties and tasks as assigned

What Does A Business Representative Do At Granite State Management & Resources

* Point of contact for customer orders, communications and inquiries.
* Generate sales using company-supplied leads.
* Educate and engage customers throughout the call.
* Assess customer needs and answer questions on products and service offerings.
* Suggest additional product offerings to ensure all available solutions have been presented in order to close the sale.
* Provide product and service details, pricing and features in order to influence the sale.
* Record prospect contact information and purchases as well as customer reaction.
* Develop lists of prospects through research of public directories.
* Refer customer orders to fulfillment for processing.
* Successfully meet weekly, monthly and quarterly sales goals.
* Enter customer and sales data into order systems.
* Collaborate and communicate with supervisory staff on potential solutions to provide positive customer outcome.
* Communicate respectfully and politely with potential customers at all times.
* Performs additional duties as required.
* May prepare report on sales activities

What Does A Business Representative Do At Mercy Medical Center Clinton

* Schedules patients visits based on department protocols.
* Answers and routes all calls to appropriate department.
* Greets and communicates with patients via phone or in person in a courteous and professional manner identifying themselves and their department.
* Accurately registers patients ensuring that the information required is obtained confirming identity, address, phone numbers, PCP, insurance, co-pay and other pertinent information in order to complete patient registration.
* Refers patient to their insurance company for any specific benefit questions.
* Accurately requests, links and confirms referrals as required.
* Obtains prior authorizations for diagnostic procedures if applicable and schedules appointments as needed.
* Follows organizational and departmental protocols for communication with patients and providers.
* Generates clear, concise, complete and professional messages in the patient’s medical record.
* Documents appropriate and accurate information in the patient’s medical record.
* Accurately cashes-out and balances monies at the end of day.
* Performs a variety of related clerical tasks such as retrieving previous files, filing, managing incoming and outgoing faxes, obtaining medical records from hospitals, preparation of outgoing mailings and scheduling of external tests or appointments as appropriate.
* Informs and updates Manager/Supervisor on departmental issues or concerns and offers suggestions to improve workflows and efficiency.
* Ensures that office equipment (computer, fax machine, copier, etc.) is functioning properly and notifies Manager/Supervisor if issues arise.
* Participates in department meetings, organizational initiatives and quality improvement activities as requested.
* Adheres to all HIPAA privacy and security policies and practices.
* Reports violations and incidents they observe and cooperates in investigations as requested by management.
* Regular and reliable attendance in accordance with departmental needs and organizational policies.
* Demonstrates flexibility in work hours and locations based on the needs of the department and/or organization

What Does A Business Representative Do At New York Life Insurance Company

* Conducts a thorough review of Fixed, Variable and Immediate Annuity applications for accuracy and completeness
* Completes the data entry of Fixed, Variable and Immediate Annuity applications into administrative systems
* Provides assistance to NYL agents and their office staff with resolving outstanding requirements
* Provides excellent day to day customer service to our clients, agents and our internal partners

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Business Representative jobs

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Business Representative Career Paths

Business Representative
Service Representative Account Executive Territory Manager
Account Manager
5 Yearsyrs
Human Resources Coordinator Senior Manager Director Of Sales
Director Of Enterprise Sales
12 Yearsyrs
Account Executive Regional Sales Manager
Director Of Sales
10 Yearsyrs
Inside Sales Representative Sales Consultant Director Of Sales
Director, Strategic Accounts
13 Yearsyrs
Account Executive Sales Manager
General Manager
7 Yearsyrs
Service Representative Account Manager
National Account Manager
8 Yearsyrs
Project Manager Product Manager Regional Sales Manager
National Accounts Sales Manager
9 Yearsyrs
Account Manager Sales Manager Regional Sales Manager
National Sales Manager
10 Yearsyrs
Business Analyst Finance Manager Sales Manager
Regional Accounts Manager
8 Yearsyrs
Inside Sales Representative Territory Manager District Sales Manager
Regional Business Manager
10 Yearsyrs
Technical Support Representative Sales Consultant District Sales Manager
Regional Sales And Marketing Manager
8 Yearsyrs
Business Analyst Product Manager Regional Sales Manager
Regional Sales Director
10 Yearsyrs
Technical Support Representative Inside Sales Representative Territory Sales Manager
Sales Development Manager
8 Yearsyrs
Account Manager Account Executive
Sales Manager
5 Yearsyrs
Project Manager Marketing Manager Account Director
Senior Account Director
10 Yearsyrs
Sales Manager General Manager Account Executive
Senior Sales Executive
9 Yearsyrs
Specialist Operations Manager Director Of Sales
Senior Vice President, Sales
14 Yearsyrs
Sales Manager Office Manager Account Manager
Strategic Accounts Manager
9 Yearsyrs
Specialist Account Manager
Territory Account Manager
8 Yearsyrs
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Business Representative Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Chinese

  • Mandarin

  • German

  • Japanese

  • Russian

  • Cantonese

  • Vietnamese

  • Hmong

  • Thai

  • Tagalog

  • Italian

  • Portuguese

  • Hindi

  • Bulgarian

  • Hungarian

  • Ukrainian

  • Dari

  • Filipino

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Business Representative

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Business Representative Education

Business Representative

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Full Time
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Real Business Representative Salaries

Job Title Company Location Start Date Salary
Advanced Procurement Business Representative Marathon Oil Company Houston, TX Oct 04, 2014 $96,500
Procurement Business Representative Marathon Oil Corporation Houston, TX Jan 23, 2015 $89,051
Regional Business Representative-Dozer Product Liaison Liebherr Mining & Construction Equipment Inc. Newport News, VA Jun 21, 2016 $82,000 -
Business Representative Yuanda USA Corporation Chicago, IL Nov 22, 2016 $69,800 -
International Inside Business Representative Spectra Logic Corporation Boulder, CO Sep 15, 2014 $55,806 -
Mexico New Business Representative Hiawatha Rubber Co. Minneapolis, MN Sep 06, 2014 $55,000 -
International Business Representative FMJ Tech Corporation The Woodlands, TX Sep 12, 2013 $46,290
International Business Representative FMJ Tech Corporation The Woodlands, TX Apr 15, 2013 $46,290 -
Export Business Representative Canusa Corporation Baltimore, MD Aug 31, 2013 $44,000
Export Business Representative Canusa Corporation Baltimore, MD Oct 15, 2012 $44,000
International Business Representative Asia Tech Corporation Conroe, TX Jan 02, 2012 $42,000
International Business Representative Asia Tech Corporation Conroe, TX Dec 02, 2011 $42,000
Business Relations Lab Representative Webquix, Inc. Greenville, SC Oct 05, 2009 $31,200
Business Relations Lab Representative Webquix, Inc. Greenville, SC Oct 09, 2009 $31,200
Business Relations Lab Representative Webquix, Inc. Greenville, SC Oct 19, 2009 $31,200

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Top Skills for A Business Representative


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Top Business Representative Skills

  1. Outstanding Customer Service
  2. Financial Decisions
  3. Small Business
You can check out examples of real life uses of top skills on resumes here:
  • Maintained a rapport with business owners, providing outstanding customer service skills while maintaining the dignity of the company.
  • Make financial decisions to protect/collect revenues and adjusts customer accounts.
  • Offered security solutions to small businesses and homeowners.
  • Review and data entry of application information Testing of new system updates Review and analysis of applications for quality assurance.
  • Administer system functions on all opening, closing, and balancing procedures to according to finance guidelines.

Top Business Representative Employers

Business Representative Videos

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Day In The Life – Intern

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