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  • Personal Lines Customer Service Representative

    Loman-Ray Insurance Group, LLC

    Finance service representative job in Petersburg, IL

    About Us Founded in 1981, Loman-Ray Insurance Group, LLC, is an independent insurance headquartered in Central Illinois. Throughout the decades, Loman-Ray excelled at serving the needs of educators, farmers, group health clients, and families of all shapes and sizes, providing value and building personal, trusted relationships. In 2016, Loman-Ray announced a new logo to represent the nature of the agency's identity and capture what makes our team unique. The shield symbolizes our dedicated employees, each genuinely vested in our insureds' well-being and ready to protect their best interests. Each section of the shield represents the categories of insurance we provide: life, health, home, auto, commercial, and farm insurance. The shield brings all of these together into one entity - Loman-Ray Insurance Group, LLC. Today, Loman-Ray continues to grow, offering multiple insurance lines from dozens of proven providers. Carefully selected mergers have helped Loman-Ray enter new communities across Illinois and to develop a growing staff of experienced insurance professionals. Personal Lines Customer Service Representative Position Summary: The Personal Lines Customer Service Representative is responsible for servicing and growing an assigned book of business, with the expectation of maintaining a working knowledge of existing accounts and developing additional lines. This role involves responding to client and carrier inquiries, processing new and renewal business, supporting claims, quoting, billing, and account rounding. The position requires strong client service, communication, and sales capabilities. Key Responsibilities: Customer Service & Account Management Meet with clients in-office or off-site when appropriate Screen and qualify walk-in and phone-in prospects Set up, organize, and maintain client files Collect necessary data from the insureds Complete and process applications, endorsements, and other policy-related documents Process certificates, notary requests, and other documentation Market new or renewal business within agency guidelines Maintain expiration lists and monitor renewals Rate and review policies for accuracy Arrange financing for new and renewal business Collect premiums on new accounts Input, update, and retrieve information in the agency management system Coordinate with clients, carriers, markets, and internal departments Handle client and carrier correspondence in accordance with agency standards Participate in training and support for other departments as needed Perform any other assigned duties or special projects Claims Support Assist clients with claim reporting and follow-up Receive claim details from clients via phone, mail, or in-person meetings Review policies for coverage applicability Advise clients on next steps regarding estimates and billing Prepare and submit loss reports to carriers promptly Assist insureds with claimant communications and reporting requirements Coordinate state-required documentation, when applicable Follow up with carriers on claim status requests Close settled claims and ensure proper disbursement of settlement checks Provide loss experience reports upon request (Commercial Lines) Organize first reports and associated bills Serve as liaison between employer, employee, and carrier Qualifications: High School Diploma required; college degree preferred Minimum of 1 year of experience in personal lines insurance customer service, sales or account management Active Illinois Property & Casualty license required, or the willingness to obtain the license Thorough understanding of insurance coverages, underwriting, rating, claims processes, billing and collections procedures Working knowledge of Applied Epic desired; will consider experience with related agency management systems Proficiency with Microsoft Office Suite Strong oral and written communication abilities Professional phone etiquette with a service-focused approach Proven sales acumen and account development skills Excellent interpersonal and client relationship skills Strong organizational skills with attention to detail Commitment to continuing education and advancement of technical insurance knowledge through approved courses or professional programs Ability to pass a criminal background check, as permitted by law Physical Requirements: Frequently sit, stand and walk Regularly required to talk or hear Frequently required to use hands or fingers to handle or feel objects, tools or controls Occasionally required to climb or balance, stoop, kneel, crouch or crawl. Occasionally lift and/or move up to 25 pounds Vision abilities to include close vision, distance vision, peripheral vision and the ability to adjust focus The noise level in the work environment is usually moderate Temperature in the workplace is typically moderate, though the ability to withstand seasonal cold and heat of the outdoors is necessary Office Location: 605 Old Salem Road, Petersburg, IL 62675 Hours: Monday-Friday, 8:30am-4:30pm Benefits: Competitive Compensation Health Insurance Plans (PPO, HSA, Copay Options) Dental Insurance Vision Insurance Company Paid Disability Insurance Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance 401(k) with Safe Harbor Match Paid Time Off Paid Holidays No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
    $28k-37k yearly est. 3d ago
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  • Equity Trader Position

    T3 Trading Group 3.7company rating

    Finance service representative job in Springfield, IL

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $69k-127k yearly est. Easy Apply 60d+ ago
  • Temporary Career Services Associate

    Parkland College 4.2company rating

    Finance service representative job in Champaign, IL

    Hourly Rate: $21.01 This position is an on-campus, temporary, part-time, up-to 19-hour appointment based in Champaign, Illinois. is filled. The Temporary Career Services Associate is responsible for providing career planning and job search services to students, alumni, and community members; supporting community and employer connections to job seekers; and collaborating with other Parkland departments for career guidance and workforce needs. The Temporary Career Services Associate is a part-time, 19-hour/week appointment on a schedule determined by the Director of Advising Services. The position requires the ability to communicate clearly and effectively, both verbally and in writing. It also requires the ability to organize and accurately prioritize tasks, be detailed oriented, and work independently and as part of a team. Applicants must submit: * An online employment application * Cover letter * Resume or CV Essential Job Functions: * Provide career and job search advising to students, alumni, and District 505 residents; identify and understand the various needs unique to individuals and diverse populations. * Administer and interpret career assessment instruments; record assessment findings into student information system to assist faculty and staff with advising students. * Foster relationships with companies and organizations that may offer employment opportunities and internships to Parkland College students and alumni; coordinate with Career Services staff to connect employers, students, and departments to meet local workforce needs. * Maintain the Career Services electronic database for job postings and track employer contacts in collegewide database; grow employer and job-seeker engagement with these databases to meet recruitment and employment goals. * Develop and implement recruitment support opportunities for local employers, including coordination of employer recruitment tables on Parkland's campus and creating in-office displays and job postings. * Assist with the planning and implementation of job fairs and other Career Services events; provide career support at events held by academic departments and other campus units. * Assist with the development, implementation, and communication of departmental policies for employer recruitment; ensure that employers who participate in on-campus interviewing and recruitment are aware of and abide by these policies. * Collaborate with Career Services staff to identify trends in employer needs; assist with the development of resources for students to build career competencies for today's workforce. * Collaborate with academic departments and other Parkland units to develop and strengthen community partnerships and career support to students, alumni, and community members. * Create engaging media content on career-related topics for social media, Parkland's website and intranet, and on-campus use, following guidelines established by * Parkland's Marketing department. * Attend off-campus meetings and events as required, including occasional evenings and weekend work hours. * Provide excellent customer services to students, employers, and Parkland constituents via phone, email, and in person. * Perform other duties as assigned. Minimum Requirements: * Bachelor's degree and one year of professional office experience; or an equivalent combination of education and experience. * Prospective new hires will successfully complete a post offer, pre-employment criminal background check with fingerprinting. The background check review includes, but is not limited to, exclusionary offenses per the Illinois School Code and Title IV of the Higher Education Act. * Functional ability with Microsoft Office applications (Outlook, Teams, SharePoint, Word, Excel, and PowerPoint). * Ability to maintain positive working relationships with all employees. Capability and willingness to work independently as well as collaboratively with a team. * In an effort to comply with SURS return-to-work restrictions for employers (40 ILCS 5/15-139.5), candidates for employment at Parkland College must either not be a SURS annuitant or must be willing to suspend his/her SURS annuity upon employment. This applies to all SURS annuitants except those receiving their annuity under either the Self-Managed Plan (SMP) or by lump sum payment. Sponsorship for work authorization is not available for this position. Apply for this position using the Apply Now button at the top or bottom of this posting. Applications not submitted through ******************************** will not be considered. Please monitor your email, including spam or junk mail folders, for future correspondence from Parkland College Human Resources. For further information on the application process, please contact Parkland College Human Resources at ************. Applicants with disabilities may request a reasonable accommodation under the Americans with Disabilities Act (2008) to complete the application and/or interview process. Requests may be submitted by contacting Human Resources at ************ or by emailing ***************. Equal Opportunity Employer
    $21 hourly Easy Apply 7d ago
  • Customer Service Rep(02995) - 139 Illini Blvd

    Domino's Franchise

    Finance service representative job in Sherman, IL

    Job Description Domino's Pizza is seeking an enthusiastic and customer-focused Customer Service Representative to join our team at our 139 Illini Blvd location in Sherman, United States. As a key member of our front-line staff, you'll play a crucial role in ensuring our customers have an exceptional experience with every interaction. Greet customers warmly and take food orders accurately, both in-person and over the phone Process payments and handle cash transactions efficiently Respond to customer inquiries, concerns, and special requests in a friendly and professional manner Collaborate with kitchen staff to ensure order accuracy and timely delivery Maintain a clean and organized work area, adhering to food safety and hygiene standards Assist in preparing food items as needed during busy periods Handle multiple tasks simultaneously during peak hours Contribute to a positive team environment and support coworkers Participate in promotional activities and upselling initiatives Adapt to changing customer needs and company policies with flexibility Qualifications Excellent communication and interpersonal skills Strong customer service orientation with a friendly and empathetic demeanor Ability to work efficiently in a fast-paced, high-energy environment Proven multitasking abilities and attention to detail Basic computer skills for operating point-of-sale systems Team player with a positive attitude and willingness to learn Problem-solving skills to address customer concerns effectively Flexibility to work various shifts, including evenings, weekends, and holidays Previous customer service experience preferred, but not required High school diploma or equivalent (preferred) Must be at least {AGE} years of age
    $28k-37k yearly est. 9d ago
  • Customer Service Representative

    Chestnut Health Systems 4.2company rating

    Finance service representative job in Bloomington, IL

    Excellent opportunity for an experienced Customer Service Representative who has compassion for those needing help, who takes professional satisfaction in supporting co-workers, and who thrives in an environment that involves a variety of tasks. Our Bloomington IL. location seeks a full-time Customer Service Representative. Position may require some weekend and evening hours. Responsibilities * Deliver exceptional customer service by adhering to Chestnut's behavioral standards and promoting its culture of service excellence. * Greet customers, provide directions, answer phone calls, and route calls appropriately. * Conduct patient interviews in person or by phone to collect demographic, financial, and other necessary information for billing and payer plan establishment. * Assist patients with fee-related inquiries, collect financial information, and copy identification and insurance cards to establish service fees. * Maintain knowledge of Chestnut's emergency procedures, monitor lobby/building occupancy, ensure client and visitor safety, and complete Incident Reports as needed. * Schedule appointments based on medical needs, gather medical concern information, determine need for nurse triage per red flag protocols, and coordinate triage when necessary. * Check patients in and out following department protocols. * Review EMR for follow-up appointments, update necessary information, and ensure completion of mandatory documentation, including consents, disclosures, and patient signatures. * Verify payer eligibility through approved websites/software for each appointment and update the EMR accordingly. * Receive and record payments according to prescribed procedures. * Scan and attach documents to the patient EMR and provide backup to medical records staff. * Participate in team, staff, QI, and development meetings, applying gained knowledge as appropriate. * Operate office equipment, including copiers, printers, scanners, and fax machines. * Maintain a clean, organized, and orderly work area. * Collaborate with team members, providing backup support as needed. * Promote the recovery model by demonstrating respect and courtesy to create a safe, welcoming environment. * Promote Chestnut's culture of customer service excellence through the adherence to Chestnut's behavioral standards for customer service. * Maintain and protect confidentiality and security of all organizational information gained in the course of performing job responsibilities including but not limited to, financial and client/patient information. * Perform other duties as assigned. Qualifications High school diploma or equivalent. Strong customer service background. Excellent telephone skills. Knowledge of insurance policies and experience using an electronic health record with scheduling software desired. General knowledge of standard office procedures and use of office equipment. Good interpersonal and organizational skills, attention to detail, and discretion in handling confidential information. Demonstrated ability to communicate clearly and professionally with a diverse population. Ability to manage multiple tasks. Basic keyboarding skills. Experience using MS products. Ability to commute among locations to perform assigned duties. Valid driver's license, private auto insurance. Must be insurable. Are you intrigued by this job but don't meet every single requirement? Research shows that women and people of color are less likely to apply for jobs when that's the case. Chestnut is committed to building a diverse, inclusive, and authentic workplace. If you're excited about any of our posted positions but your experience doesn't line up perfectly, please apply anyway! You might be just the right candidate for another role. We'd love to explore the possibilities with you! EOE - Minorities/Females/Veterans/Disabled. Chestnut welcomes applications from qualified individuals with recovery experience. The anticipated starting pay for new hires for this position is between $16.00 - $17.00 an hour. There are several factors taken into consideration in determining base pay, including but not limited to: job-related qualifications, skills, education, experience, local market conditions, and internal equity. check out our benefits here!
    $16-17 hourly Auto-Apply 8d ago
  • Representative, Customer Service II

    McLane Company, Inc. 4.7company rating

    Finance service representative job in Taylorville, IL

    Take your career further with McLane! The McLane team is the driving force behind our success. A diverse group of professionals, from Sales and IT to Dispatchers and Mechanics, work together seamlessly to keep our operations running smoothly. Their dedication, expertise, and collaborative spirit are essential to achieving our goals and supporting other teams within the organization. As a member of our team, you'll have the chance to learn from industry leaders, develop your skills, and build lasting connections with colleagues nationwide. Under limited supervision, the Customer Service Representative II handles non-routine customers and issues while achieving customer satisfaction by providing accurate, timely, and consistent information and solutions. This position provides a reliable communication network for customers resulting in strong business relationships. Benefits you can count on: * Pay rate: $X.XX to $X.XX per hour. * Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance. * Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days. * 401(k) Profit Sharing Plan after 90 days. * Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more! What you'll do as a Customer Service Representative II: * Monitor customer reporting; communicate critical issues. * Research and respond to customer inquiries. * Maintain customer files to ensure up to date information. * Manage customer requests for assistance, information, and issue resolution. * Provide accurate and consistent responses to customer concerns and questions, taking immediate action to ensure customer needs are met. * Maintain regular communication with decision makers within customer organizations. * Train customers on various business applications to maximize company value to the organization. * Analyze and respond to various customer requests involving store level and group level information. * Respond to various customer requests and needs. * Answer inquiries by phone, email, and internet response. * Perform other duties as needed or assigned by supervisor. * Other duties may be assigned. Qualifications you'll bring as a Customer Service Representative II: * High School Diploma or GED. * 2 or more years of customer service experience. * Ability to type 45 wpm and perform 10-key by touch. * Strong verbal and written communication skills, and organization and planning skills. * Knowledge and experience with all Microsoft office applications. * Ability to prioritize pending tasks in a logical manner. * Ability to learn quickly, retain information and meet deadlines. * This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards. Fit the following? We want you here! * Teamwork oriented * Organized * Problem solver * Detailed Our roadmap. Our story. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130 years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit ******************************************
    $31k-37k yearly est. 37d ago
  • Relationship Banker II Float | North Water/Decatur

    First Busey Corporation 4.5company rating

    Finance service representative job in Decatur, IL

    The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. The Relationship Banker II is an advanced role within the banking industry, combining the responsibilities of a teller and a personal banker, with an emphasis on providing comprehensive financial services to customers. This role requires deeper knowledge and expertise in banking products, customer service, and operational processes. The Relationship Banker II is expected to handle more complex transactions and provide guidance to less experienced staff, while continuing to build customer relationships and promote the bank's services. Duties & Responsibilities Customer Service & Relationship Building Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships. Identify customer needs and offer solutions through the bank's products and services. Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs. Resolve customer concerns and issues promptly, ensuring a positive experience. Sales & Referrals Promote and cross-sell bank products. Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate. Account Management Open and manage a variety of accounts. Assist with account maintenance tasks, such as updating account information, processing stop payments, and handling transfers. Provide assistance with and support for online banking services and digital banking tools. Loan & Credit Processing Refer clients with credit needs to the appropriate banker or line of business. Transactions & Cash Handling Process transactions with a high degree of accuracy. Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift. Compliance & Risk Management Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions. Maintain confidentiality of customer information and ensure compliance with privacy regulations. Monitor for potential fraud or suspicious activity, following bank procedures to address issues. Operational Support Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports. Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards. Travel between the Champaign/Urbana branches. Education & Experience Knowledge of: Strong sales and customer service skills Strong oral and written communication skills Basic math and accounting functions The basic tenets of lending and assessing a customer's financial needs Ability to: Accurately count money Perform duties and make decisions under frequent time pressures Stand for extended periods of time Lift 50 pounds Explain products and services to current and potential customers In concert with Banking Center leadership and other LOB, participate in cross-selling Education and Training: Requires a High School diploma. 2 years of banking experience with lending responsibilities required 1 year of previous training and/or combination of mentorship, military or management experience required Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. Requires knowledge of Microsoft Office. Benefits and Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $18-$21/hour) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
    $18-21 hourly Auto-Apply 60d+ ago
  • Customer Service Representative - Decatur, Illinois

    Tech-24 A Commercial Food Service Repair Company Inc. 3.4company rating

    Finance service representative job in Decatur, IL

    Eicheanuaer Services, a Tech24 company, are a full-service commercial kitchen equipment repair company. We provide complete foodservice equipment maintenance and repair services for restaurants, QSRs, convenience stores, retailers, coffee shops, and concessions operations, specializing in commercial cooking, refrigeration, and HVAC equipment. The Customer Service Representative is a customer service driven role that requires quality, focus, and attention to detail. This position will perform an array of functions that will include answering incoming calls, communicating efficiently and thoroughly with both office personnel and field service technicians, and providing top-level customer service to customers. The Customer Service Representative has a direct effect on our overall customer experience and should be welcoming, helpful, and professional at all times. Job Description: Provide support to customers, handle inquiries, and provide resolutions. Work directly with both internal staff and field technicians to provide excellent customer service and estimate service repairs for customers. Perform data entry with high efficiency. Maintain professional verbal and written communication. Manage workloads and complete service requests for customers in a timely manner. Requirements: High School Diploma or greater. 3+ years of customer service experience required. Prior call center experience (inbound/outbound) required. Must have great customer service skills. Mechanical/Technical knowledge is a plus. Especially pertaining to refrigeration and/or HVAC Excellent written and verbal communication skills. Strong data entry skills. Must be able to work in office M-F 7:30am-4:30pm Benefits Include (but not limited to): Top pay for experience Full benefit package including medical, vision, and dental insurance Paid vacation, sick days and holidays including your birthday! 401(k) retirement savings plan Tech24 is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age, or any other federally protected class. For more information about Tech24 and our career opportunities visit *********************************
    $29k-37k yearly est. Auto-Apply 60d ago
  • Customer Service Representative (Data Entry)

    International Control Services, Inc.

    Finance service representative job in Decatur, IL

    Job DescriptionSalary: $15.25-$19.50 Customer Service Representative Interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints. The items listed below are to be done to assist all accounts within the Sales Department. Essential Functions : Enter orders Date changes. This has been updated to where date changes will only be made on the first Monday of the month with the new open order report for that week. Load quoted cost after BM has completed quote and sent to customer. Picking tickets Format Open Order reports and save in the files on the Q drive Filing New orders entered Bill of ladings Paperwork from what had shipped the previous day Moving orders from open to closed when applicable Cycle through closed orders for files older than 1 year that can be boxed and taken to Mezzanine Maintain Open and Closed Order files are kept in order 1st by Customer 2nd but Macola Order number RMA Working in Macola and Synergy Credit / re-bill after CSR gets PO Synergy update Macola close RMA number when done shipping Review every two weeks for RMA numbers created but not received. Send to CSR to validate with customer if RMA number is still needed or can be cancelled in Macola and Synergy. Special projects may occur from time to time. ESSENTIAL FUNCTIONS Know the customers products and accounts, orders, and delivery dates to communicate that information to necessary departments for production purposes and meet on-time delivery goals then communicate schedules to the customer for best delivery dates and expected delays. Confer with customers to take orders or cancel accounts, or to obtain details of complaints and keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken. Resolve customers' service or billing complaints, check to ensure that appropriate changes were made to resolve customers' problems. Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods. POSITION QUALIFICATIONS Competency Statement(s) Proficient in Microsoft Office Suite, Excel, Access, SQL database reporting function. Multitasking is necessary for the handling of special projects and customers at the same time. Understanding customer communication and dynamics and having a strong sense of urgency to meet their needs. Able to lift up to 40 lbs. and stand and/or sit for long periods of time. Education & Experience : Associatedegreeor high school/ GED equivalent with exceptional computer skills and related work experience. Why Join ICS? Paid Holidays Comprehensive health, dental, and vision plans Company-provided Short-Term Disability and Life Insurance. 401(k) plan with a generous match. Were committed to supporting our team with valuable benefits that grow with you.
    $15.3-19.5 hourly 30d ago
  • On-Site CSR

    Genpt

    Finance service representative job in Bloomington, IL

    Under general supervision, fulfills customer orders accurately and in a timely manner to ensure customer satisfaction: primary contribution is processing orders for customers and selling Motion Industries' assets. This position works more than 50% of the time at the customer location. JOB DUTIES Orders items to ensure appropriate inventory levels are maintained for Consignment customers. Responsible for sourcing products in branch inventory, Distribution Center inventory or supplier inventory. Ensures identification and sale of Motion Industries' assets. In some cases may have to locate a product. Influences Motion Industries' Gross Profit through negotiating the sale price and purchase price, within certain parameters. Proactively generates sales by actively promoting Motion Industries' products to existing customers. Expedites backorders. May pull inventory and prepare order for shipment to customer. May handle customer returns. May place orders without approval for orders up to $5,000 per line and $10,000 per Purchase Order. May adjust non-contract customer pricing to meet the demands of the customer based on competition, while maximizing the profit for Motion Industries. Minimizes Branch freight cost by determining the most cost effective method to fulfill customer orders. Routinely interacts with customers to obtain and fulfills orders correctly. Interacts with suppliers as necessary to obtain pricing for items. Partners with Account Representatives to ensure customer satisfaction. May assist customer by troubleshooting via telephone or email and identifying correct part. Attends training sessions regularly to continue professional growth and development. Performs other duties as assigned. Responds to customer inquiries, provides quotes and takes customer orders via telephone, fax, email, electronic methods or walk-in (counter sales). EDUCATION & EXPERIENCE Typically requires a high school diploma or GED. KNOWLEDGE, SKILLS, ABILITIES Customer service and communication skills required. Ability to multi-task and time management skills required. Moderate computer skills, including information processing, communicating internally and externally via email, using business systems and searching capabilities to find products on the internet. Good driving record required. Reliability, organization, and attention to detail required. PHYSICAL DEMANDS: LICENSES & CERTIFICATIONS: None required. SUPERVISORY RESPONSIBILITY: No Supervisory Responsibility BUDGET RESPONSIBILITY: No COMPANY INFORMATION: Motion Industries offers an excellent benefits package which includes options for healthcare coverage, 401(k), tuition, reimbursement, vacation, sick, and holiday pay. Not the right fit? Let us know you're interested in a future opportunity by joining our Talent Community on jobs.genpt.com or create an account to set up email alerts as new job postings become available that meet your interest! GPC conducts its business without regard to sex, race, creed, color, religion, marital status, national origin, citizenship status, age, pregnancy, sexual orientation, gender identity or expression, genetic information, disability, military status, status as a veteran, or any other protected characteristic. GPC's policy is to recruit, hire, train, promote, assign, transfer and terminate employees based on their own ability, achievement, experience and conduct and other legitimate business reasons.
    $29k-37k yearly est. Auto-Apply 39d ago
  • Customer Service Representative

    American Floor Cleaning

    Finance service representative job in Bloomington, IL

    Job DescriptionWe're looking for friendly, reliable, and driven individuals who enjoy helping others and want to grow in a professional setting. As a Customer Service Representative at AFC, you'll be the connection between our team and our customers, helping ensure every client receives the attention, information, and support they need. This is a great opportunity for anyone looking to build valuable communication and problem-solving skills while working with a supportive, hands-on team. What you'll do: Provide service updates and follow-up on client requests Learn about our floor care products and services to offer helpful recommendations Support team goals, record customer interactions, and ensure accurate information is shared Help maintain a positive and professional environment for both customers and team members What we offer: No experience required Full-time schedule, Monday through Saturday available Clear advancement opportunities for motivated team members Supportive, people-first work culture focused on personal growth Who thrives here: You're dependable, positive, and enjoy talking to people You take pride in solving problems and helping others You want a job where you can learn, grow, and earn more over time You're ready to bring energy and effort to a team that values both
    $29k-37k yearly est. 27d ago
  • Financial Representative Entry Level

    Jump District-Northwestern Mutual

    Finance service representative job in Decatur, IL

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Jump District - Northwestern Mutual, were driven by a vision to help people discover and achieve whats possible. Guided by our core values of Courage, Passion, and Growth, our Financial Representatives play a vital role in empowering clients to achieve financial security through education, motivation, and personalized support. Since our founding just five years ago, weve grown from a single full-time advisor to a thriving team of 6 full-time advisors, 6 additional team members, and a dynamic group of College Financial Representatives each year. Our growth reflects our commitment to fostering an environment of continuous improvement, collaboration, and success. As a valued member of our team, youll benefit from expert mentoring, advanced training, and cutting-edge technologyall backed by Northwestern Mutual, a Fortune 500-ranked company with an Aaa rating from Moody's and a leadership position in total dividend payouts, totaling billions annually. Joining Jump District means becoming part of a purpose-driven, growth-oriented team, where youll feel valued and empowered to pursue both personal and professional goals. Our commitment to making a difference extends beyond finance; we are proud to maintain a strategic community partnership with Millikin University, where we sponsor and participate in events such as Millikin Athletics Golf Outings, Youth Basketball Camps, semi-annual Dress for Success events, Career Fairs, and educational talks with nursing students, the Tabor School of Business, and various sports teams. Additionally, we host an annual charity day where our entire office volunteers at the Special Olympics track meet held at Illinois State University in Bloomingtona day of teamwork and service we are proud to support. With a proven path to financial independence, including the potential to earn $150,000+ in your first year, youll have the tools, freedom, and support to make a profound impact on your clients and your career. Our thriving office is located at: 240 S. Main St., Decatur, IL 62523 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Meet Caleb Jump - Managing Director, Jump District With nearly a decade of leadership at Northwestern Mutual, Caleb Jump brings a wealth of experience and a passion for guiding others toward financial success. Before joining Northwestern Mutual, Caleb spent 10 years in mortgage and commercial lending, working with two prominent local banks in Decatur. His background in lending provided him with a deep understanding of financial solutions and community relationships, which he now leverages to help clients and his team thrive. Outside of work, Caleb is a dedicated father of four daughters, actively supporting and coaching their diverse extracurricular pursuits, including basketball, dance, show choir, and volleyball. When he finds time for himself, Caleb enjoys collecting cigars and bourbon, reflecting his appreciation for quality and tradition. Calebs leadership is grounded in his commitment to his family, his team, and his community, making him an integral part of Northwestern Mutuals success. Meet Our Team: Aubrey Jump - Financial Representative Started at NM: September 2024 Prior to NM: Teacher for 15 years at Garfield Montessori School in Decatur before starting with NM. Came on for flexibility of schedule to spend time with her family. Passionate about: Family (4 kids), flexibility to live life, kids, loves track and coaching. KeShawn Marshall - Financial Representative Started at NM: 2022 Prior to NM: Played college football at Millikin University. Interned for 1.5 years during school before transitioning to a full-time role with NM. Achieved Central IL Rookie of the Year. Passionate about: Enjoys traveling locally to Chicago and St. Louis, spending time in the gym, and is a passionate New Orleans Saints fan. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred but not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Caleb Jump is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $31k-58k yearly est. 8d ago
  • Customer Service Representative (Part-Time) - Afternoon Shift

    XPO Inc. 4.4company rating

    Finance service representative job in Normal, IL

    What you'll need to succeed as a Customer Service Representative at XPO Minimum qualifications: * 2 years of customer service experience * Strong computer, typing and 10-key skills * Experience with Microsoft Office * Available to work a variety of shifts, including days, evenings, nights and weekends Preferred qualifications: * Transportation experience * Excellent verbal and written communication skills About the Customer Service Representative job Pay, benefits and more: * Expected pay range: $21.46 to $24.68 per hour. Pay is on an annual step progression. Actual compensation may vary due to factors such as experience and skill set. * Shift: Afternoon * Competitive and comprehensive benefits options available for those scheduled to work 30 hours or more/week What you'll do on a typical day: * Bill shipments according to applicable tariffs and pricing agreements * Recognize and resolve documentation errors * Assist customers with inquiries, including tracing shipments, rate quotes, tariff discrepancies and billing and invoicing questions * Perform general clerical duties as assigned, including answering and directing phone calls, filing, data entry and billing * Process over, short, and damaged freight and related documentation for customer resolution Customer Service Representatives are required to: * Walk and/or stand for extended periods on a loading dock that is not climate-controlled and may be slippery About XPO XPO is a top ten global provider of transportation services, with a highly integrated network of people, technology and physical assets. At XPO, we look for employees who like a challenge and can communicate effectively in all situations. We want to leverage your skills and years of experience to drive positive results while ensuring a bright future for yourself and XPO. If you're looking for a growth opportunity, join us at XPO. We are proud to be an Equal Opportunity employer. Qualified applicants will receive consideration for employment without regard to race, sex, disability, veteran or other protected status. All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test. The above statements are not an exhaustive list of all required responsibilities, duties and skills for this job classification. Review XPO's candidate privacy statement here. Nearest Major Market: Bloomington IL Nearest Secondary Market: Normal Job Segment: Customer Service Representative, Data Entry, Clerical, Part Time, Customer Service, Administrative Apply now "
    $21.5-24.7 hourly 7d ago
  • Customer Service Representative

    Springfield Plastics Inc.

    Finance service representative job in Auburn, IL

    Job DescriptionDescription: As a Customer Service Representative at Springfield Plastics, Inc., you will act as a liaison, provide product/service information, taking order placements and resolving any emerging problems that our customer accounts might face with accuracy and efficiency. The best candidate for the Customer Service Representative position is genuinely excited to help. They are patient, empathetic, and passionately communicative. Job Responsibilities Include: Communicate through email, phone and in person Answer phones and route calls on a multi-line phone system. Ensure excellent service standards. Respond efficiently to inquiries. Maintain high customer satisfaction. Take and monitor orders in a timely fashion. Tracking orders, inventory and shipping. Utilize software to process orders and shipping paperwork. Other duties as assigned Requirements: Requirements: High school diploma or GED Highly proficient in Microsoft Excel and Microsoft Outlook Experience in Microsoft Dynamics or other CRM system preferred Highly proficient in Data Entry 10-Key experience preferred Phone etiquette Detail oriented Multi-task and prioritize in a fast-paced environment Motivation to learn new things Communication skills Reliable $18-$25 p/h
    $18-25 hourly 28d ago
  • Part Time (30 hours) Associate Banker, North Prospect, Champaign, IL

    JPMC

    Finance service representative job in Champaign, IL

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $36k-78k yearly est. Auto-Apply 60d+ ago
  • Aquatics Customer Service Representative

    Urbana Park District 3.0company rating

    Finance service representative job in Urbana, IL

    Aquatics/Pool Cashier Additional Information: Show/Hide AQUATICS CUSTOMER SERVICE REPRESENTATIVE Number of Positions: 20 (Summer); 2-3 (off season) Salary: Starting $15.50/hour Hours: 15 - 20/week up to 40 hours/week GENERAL DESCRIPTION: Under the supervision of the Shift Manager on Duty, the Aquatics Coordinator and the Aquatics Manager. Maintains safety and security as a slide top attendant and a bag check attendant. Supervises work area. Assists with basic duties of facility maintenance and daily operations. Attachment(s): * CSR 2026.docx
    $15.5 hourly 38d ago
  • Financial Representative Entry Level

    Dorner District-Northwestern Mutual 3.1company rating

    Finance service representative job in Bloomington, IL

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Dorner District of Northwestern Mutual, our mission is simple yet powerful: to help people discover and achieve whats possible in life. With 27 years of experience developing top-performing financial advisors, our district is proud to be home to two of just 230 Northwestern Mutual Wealth Advisors nationwide recognized by Forbes as Best-in-State, celebrating the vision, commitment, teamwork, and planning excellence that define our culture. Led by Dr. Jason Selks first Certified Mental Toughness Coachalso certified by the BrainFirst Institute in neuroscience-based coachingwe combine mindset and skill development to help advisors reach their full potential. Were equally passionate about giving back, supporting organizations like Midwest Food Bank Bloomington, Cystic Fibrosis Foundation, Alexs Lemonade Stand Foundation, and more that strengthen our communities and support families in need. Our thriving offices are located: 301 North Neil Street, Suite 501, Champaign, IL 61820 102 South East Street, Bloomington, IL 61701 410 Fayette, Peoria, IL 6160 Follow this link to hear more about our 2030 Vision: ***************************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Kurt Dorner, Managing Director: Time with NM: 22 years Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years. Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose: to teach, train, and inspire people to compete for whats possible today and enjoy the moments along the way. Jennifer Ronk, Director of Selection: Time with NM: 3 years Prior to: Built a career in the NBA and NFL, focusing on premium services and salescourtside seating, club seats, and suites. Passionate About: A proud wife and mom to two young children. Passionate about faith, family, and holistic health. Committed to creating a life thats grounded, grateful, and well-balanced. Bradley Behrens, Co-Founder and Wealth Management Advisor, Behrens & Brown Wealth Management: Time with NM: 13 years Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college. Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews. Nick Ryba, Financial Advisor: Time with NM: 3 years Prior to: Spent over 10 years in corporate account management and consulting roles4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients. Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended family. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: **************************** Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kurt Dorner is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $29k-42k yearly est. 31d ago
  • Financial Representative Entry Level

    Northwestern Mutual-Central Illinois 4.5company rating

    Finance service representative job in Springfield, IL

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual - Central Illinois! At Northwestern Mutual Central Illinois, we are guided by the core values of Courage, Passion, and Growth. These principles shape everything we dofrom how we support our clients to how we build our team. Our culture strikes the balance between professionalism and approachability, creating a collaborative and supportive environment where new Financial Representatives are set up to succeed. During your first year, youll benefit from joint work opportunities, hands-on mentoring, and personalized coaching from seasoned advisors who are truly invested in your development. We believe that growth happens best with accountability, encouragement, and the freedom to learn alongside a strong team. Our commitment to impact extends beyond financial services. We take pride in giving back to our community through support of local organizations such as HSHS St. Johns Childrens Hospital, Contact Ministries, the James Project, and Alexs Lemonade Stand. If you're looking for a career where you can make a differenceboth in your clients lives and in your communitywhile building a business with unlimited potential, wed love to talk with you. Our thriving offices are located: Lincoln office: 2201 Woodlawn Road Lincoln IL 62656 Pittsfield office: 311 W Washington Street Pittsfield IL 62363 Jacksonville office: 606 E State Street Jacksonville IL 62650 Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: D. Patrick Scheina, CLU Managing Director and Wealth Management Advisor: Time with Northwestern Mutual: 22 years Previous Experience: Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science. Outside Interests: Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peters Catholic Church, and Patrick also serves on the Sangamon County CEO Board. Eli Cook Growth and Development Director: Time with Northwestern Mutual: 11 years Previous Experience: Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since. Outside Interests: Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting. Brent Shunk Private Wealth Advisor: Time with Northwestern Mutual: 38 years Previous Experience: Brent has spent his entire career with Northwestern Mutual. Outside Interests: Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night. Austin Shunk Private Wealth Advisor: Time with Northwestern Mutual: 13 years Previous Experience: Austin has built his entire professional career with Northwestern Mutual. Outside Interests: Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking. Sheila Davidsmeyer Financial Advisor: Time with Northwestern Mutual: Over 27 years Previous Experience: Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University. Outside Interests: Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $40k-62k yearly est. 28d ago
  • Correspondent Banker (Title Commensurate with Experience)

    Bankers' Bank 4.4company rating

    Finance service representative job in Springfield, IL

    Job Description Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their payments and financial service needs for over 40 years. In addition to specializing in providing correspondent banking products and services to community banks we also provide cash letter/payments and cash management, bank holding company loans, commercial lending, leasing, secondary mortgage products, investment trading, safekeeping and portfolio accounting, credit services, international services, bank card products, and risk management solutions. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Dublin, OH, and Indianapolis, IN. We are seeking a Correspondent Banker in our Southern Illinois market. This role works with existing and develops prospective customer relationships by providing knowledge of Bankers' Bank's products and services. Establish credibility and build relationships to assist efforts in identifying sales opportunities within defined markets. Acts as a liaison between the Bank employees and customers. Role requires business travel. Position Functions: Sales and Service Collaborates with and product experts to educate and provide solutions for customers and prospects. Visit customers and prospects to review current needs and identify future Bank product and services opportunities. Manage the customer relationship including sales, service, communication, problem solving, and conflict resolution. Attend and actively participate in sales meetings and other training opportunities. Represent the Bank in a professional manner at industry-related events. Attend industry events to maintain expert level of knowledge of relevant products, services and topics. Administrative Maximize efficiencies when scheduling customer and prospect calls. Prepare for bank calls. Utilize CRM to document relevant bank call information. Actively maintain an accurate pipeline of prospects. Qualifications Ideal candidates will possess a degree in business, finance, or related field, or an equivalent combination of education and experience, a minimum of five years' banking, lending, or related experience, along with a minimum of two years' business development experience. Banking experience preferred, along with demonstrated cash management knowledge.
    $58k-99k yearly est. 11d ago
  • Country Financial - Customer Service Representative

    Daniel O'Brien-Country Financial

    Finance service representative job in Pawnee, IL

    Job Description Welcome to Daniel O'Brien - Country Financial, where we believe in serving our community with integrity and a genuine smile. Located right here in Pawnee, Illinois, we're more than just an office; we're a team dedicated to helping our neighbors protect what matters most. We're looking for someone special to join us as a Customer Service Representative, a role that's at the heart of our mission. If you have a knack for making people feel heard and a passion for finding solutions, you'll fit right in. You'll be the friendly voice and helpful hand for our clients, guiding them through their insurance needs and ensuring they feel confident and secure. We foster a welcoming atmosphere where your contributions are valued, and you'll have the opportunity to grow alongside a supportive team. If you're ready to make a real difference in people's lives right here in Pawnee, we can't wait to meet you! Benefits Annual Base Salary + Bonus Opportunities Life Insurance Flexible Schedule Hands on Training Paid Time Off (PTO) Responsibilities Respond to customer inquiries via phone, email, and in-person with a positive and helpful demeanor. Provide information about Country Financial products and services accurately. Assist customers with policy changes, claims processing, and general account management. Resolve customer issues efficiently and effectively, aiming for first-contact resolution. Maintain accurate and detailed customer records in the system. Collaborate with other team members to ensure a seamless customer experience. Contribute to a positive and supportive team environment. Requirements High school diploma or equivalent required; Associate's or Bachelor's degree preferred. Previous experience in customer service or a related field. Excellent communication skills, both verbal and written. Proficiency in using computer systems and standard office software. A genuine desire to help others and solve problems. Ability to remain patient and empathetic in challenging situations. Strong organizational skills and attention to detail.
    $28k-37k yearly est. 30d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Decatur, IL?

The average finance service representative in Decatur, IL earns between $24,000 and $53,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Decatur, IL

$36,000
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