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Finance service representative jobs in Dubuque, IA

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  • Junior Licensed Insurance Representative

    Greenstate Credit Union 3.9company rating

    Finance service representative job in Dubuque, IA

    GreenState Credit Union Junior Licensed Insurance Representative US-IA-Dubuque Type: Regular Full-Time # of Openings: 1 GreenState Credit Union The Junior Licensed Insurance Representative works closely with the License Insurance Repersentatives, Senior License Insurance Representatives, Insurance Processors Senior Account Managers, Account Managers, Licensed Insurance Agents, and Advisors. The primary duties of this position include accurate, timely and professional service to all members and staff of GreenState in daily transactions and inquiries. Provides information and answers to questions regarding GreenState Insurance products and services. This position is responsible for policy retention, member service and sales support. Bilingual in English and Spanish preferred. This role regularly interacts with members and clients whose primary language is Spanish. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. Pay range for this hourly position is $20.97 - $24.52/hr with a progressive benefits package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements. Updates policy information as needed and requests exceptions, if necessary, from underwriting. Sends binders of insurance for the Producers/LIA's. Processes third party mortgagee changes and send declaration pages to mortgagee lenders upon request. Processes change requests sent by LIA's and contacts underwriting if necessary for exceptions, collects and sends any required documents and asks for extensions. Contacts underwriting if necessary for exceptions, collects and sends any required documents to the insured. Handles client email requests - process changes as requested, gather information to obtain a quote, provide advice regarding insurance products and services, submit claims, advise about claims process, calls out as needed to discuss policies. Sends binders of insurance for the Producers/LIA's. Sends cancellations and processes cancellation requests sent by Advisors, LIA's, SAM's, and Processors. Utilizes DocuSign to assist with sending and receiving signatures for insurance applications and cancellations. Researches and resolves billing questions/discrepancies. Asks for exceptions and extensions from the companies as needed. Maintains appropriate level of continuing education credits as applicable by state and license guidelines. Upholds agency guidelines, processes, and procedures in accordance with GreenState Insurances expectations Attends community, industry, and GreenState Insurance/Credit Union events. Performs additional assigned duties, as necessary. Qualifications Bilingual in English and Spanish preferred. 0-2 years of similar or related experience; insurance experience is preferred. High school diploma or the equivalent (i.e. GED) Property and Casualty Insurance license is required for the position. Must obtain within 30 days of hire date. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Self-directed nature, ability to work independent of supervision, and ability to follow directions. Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs. Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time. Strong analytical skills with excellent verbal, written and interpersonal communication skills. Must be able to use knowledge and analytical skills to make quick judgements in various situations without much guidance. Must be bondable. Reporting Relationship This position reports to Personal Lines Service Manager. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #LI #ID Compensation details: 20.97-24.52 Hourly Wage PI4511d2b88b8b-37***********6
    $21-24.5 hourly 13d ago
  • Customer Service Representative

    Clae Solutions

    Finance service representative job in Stockton, IL

    Clae Goldman Team is seeking a friendly and efficient Customer Service Representative to join our team. Our mission is to protect customers from rising energy costs, offer discounts, and promote green energy. As a Customer Service Representative, you will be responsible for providing exceptional customer service, addressing customer inquiries, and resolving issues. Join us and make a positive impact on the environment while helping your community. Responsibilities Handle Inquiries: Respond to customer questions and provide detailed information about our products and services. Resolve Issues: Address and resolve customer complaints and issues in a timely and professional manner. Maintain Records: Keep accurate and up-to-date records of customer interactions and transactions. Provide Support: Assist customers with enrollment processes and guide them through our energy solutions. Promote Green Energy: Educate customers about the benefits of our community solar and third-party energy solutions. Qualifications Educational Background: High school diploma/GED required; a degree in a related field is preferred. Experience: Previous experience in customer service or a related field is beneficial. Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and team members. Problem-Solving Skills: Strong problem-solving skills to address and resolve customer issues. Organizational Skills: Strong organizational and time management skills to handle multiple tasks and prioritize effectively. Compensation $60,000 - $120,000 (Annually) About Clae Goldman Team Clae Goldman Team specializes in providing community solar and third-party energy solutions door-to-door and retail. Our mission is to protect customers from rising energy costs, offer discounts, and promote green energy. Join us and make a positive impact on the environment while helping your community.
    $29k-38k yearly est. 11d ago
  • Customer Service Representative HME-Full time-Days

    Regional Health Services of Howard County 4.7company rating

    Finance service representative job in Dubuque, IA

    Responsible for performing all processes related to Home Medical Equipment (HME) referrals including obtaining all necessary patient and prescription information, verification of insurance benefits, ensuring receipt of required documentation, entry of patient information and order information into the Brightree system, communication of delivery/pickup arrangements and financial responsibility, as well as other general office duties as assigned. Responds to HME customer inquiries/concerns and performs research and follow-up in a timely, professional manner. Clients, families, third party payers, physicians, referral sources, community and hospital staff. ESSENTIAL FUNCTIONS: Adheres to the principles of caring and expected behaviors outlined in MercyOne Medical Center's Model of Caring and Trinity Health's Code of Conduct, fostering a climate where all customers are treated in a manner consistent with MercyOne Medical Center's Mission and Values. Maintains a working knowledge of applicable Federal, State and local laws and regulations, Trinity Health's Organizational Integrity Program, Standards of Conduct, as well as other policies and procedures to ensure adherence in a manner that reflects honest, ethical and professional behavior. Performs other duties consistent with purpose of job as directed. Receives and processes inquiries and referrals from internal and external sources for products/services provided by MercyOne Dubuque Home Medical Equipment utilizing appropriate policies, guidelines and standards. REQUIRED: High school or equivalent graduate. 1-2 years' experience in a customer service and/or office area preferred. Prefer background in home medical equipment or other related medical/health field. Our Commitment Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.
    $29k-35k yearly est. 10d ago
  • Financial Services Representative State Farm Agent Team Member

    Lane Madsen-State Farm Agent

    Finance service representative job in Dubuque, IA

    Job DescriptionBenefits: Bonus based on performance Competitive salary Flexible schedule Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative with Lane Madsen State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish agency and personal goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative (desired but not required). Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent organizational and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred (desired but not required). BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Profit sharing potential Growth potential/Opportunity for advancement within my office
    $25k-38k yearly est. 22d ago
  • Entry Level Financial Representative

    Northwestern Mutual of Northeast Iowa 4.5company rating

    Finance service representative job in Dubuque, IA

    Job DescriptionBenefits: Retirement Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Northwestern Mutual of Northeast Iowa, our mission is simple yet powerful: to create the most financially secure communities in America, one person, one family, and one business at a time. We are dedicated to building a team of the highest caliber advisors, with the ultimate goal of becoming home to the most trusted financial professionals in the region. With the highest retention rate in Eastern Iowa and the distinction of having the most women advisors in the area, our office is a testament to the success of our people-first approach. Our culture emphasizes collaboration, growth, and a shared commitment to delivering excellence in every client relationship. Beyond business success, we are deeply committed to making a positive impact in our local communities. Our office proudly supports several charitable initiatives, including Special Spaces in Dubuque, Alexs Lemonade Stand, and the University of Iowa Children's Hospital, specifically for cancer research and the nurses' fund. These efforts reflect our belief that success is about more than just financial achievementsits about giving back and helping those in need. Joining our team means becoming part of a mission-driven culture where you have the opportunity to grow your career while also making a meaningful difference in the lives of others. Our thriving office is located: 2728 Asbury Rd Suite 810. Dubuque, IA 52001 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: Matt Schulte - Managing Director: How long with NM? Over 25 years, including 13 as Managing Director. Prior Experience? Has worked with NM for most of his adult life, beyond college. Passionate About? Grew up on a farm, enjoys serving people, working with numbers, and spending time with his wife, Keri, and their four teenage children. He loves hunting, fishing, and living on his 43-acre "fun farm." Kinsey Meyer - Development Director: How long with NM? Over 6 years. Prior Experience? Graduate of Iowa State University with a background in retail clothing; developed her own business, Miss Meyers Clothing Consignment. Passionate About? She enjoys staying active with running, biking and hiking with her Corgi, Cash, spending time with family and friends and building quality relationships. Lexie Meyer - Financial Advisor: How long with NM? Since April 2021. Prior Experience? Worked in agriculture, helping dairy farmers with herd record management. Passionate About? Spending time with her family, including her two young boys, husband (who trains horses), and enjoying farm life. She loves trail rides, spending summer days on the Mississippi River, staying active with fitness, and reading fiction books. Dusty Jentz - Financial Advisor: How long with NM? Since May 2016, with experience in 4 different offices (Ames, Des Moines, Minneapolis, and Dubuque). Prior Experience? Only worked at NM, grew up on a family farm, and was an athlete before transitioning to finance. Passionate About? Married to Carli since 2017 and loves spending time with their son. He enjoys family time, working on the family farm, disc golfing, and following high-level sports, particularly Cowboys football. Jacob Kluesner - Financial Advisor: How long with NM? Interned in August 2016 and became full-time in January 2018. Prior Experience? Extensive engineering experience, including at John Deere, and worked as a finance manager at a car dealership before choosing NM full-time after graduation. Passionate About? Spending time with his large, close-knit family, his significant other and their children, and his two Labs. He enjoys outdoor activities like hunting, fishing, and camping. Jacob also follows college and professional sports and has a passion for cars, especially trucks and sports cars. 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. Matt Schulte is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $31k-48k yearly est. 23d ago
  • Customer Service Rep(01738) - 2013 Central Ave

    Domino's Franchise

    Finance service representative job in Dubuque, IA

    Job DescriptionABOUT THE JOB Offers smiles to customers over the phone and in person. Help with all general restaurant duties. Must be able to work evenings. Additional Information All your information will be kept confidential according to EEO guidelines.
    $29k-37k yearly est. 16d ago
  • Customer Service Representative - Dubuque, IA

    Kedia Corporation

    Finance service representative job in Dubuque, IA

    Kedia Corporation connects people with what they want on a global scale. We are committed through use of innovation to create exceptional user experiences. Kedia is engineering. Using cutting edge techniques, we have defined the way business will continue future operations. Our company provides a challenging, fast paced, and growth oriented foundation to develop and empower people to innovate in the business services field Job Description Tasks Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. Check to ensure that appropriate changes were made to resolve customers' problems. Determine charges for services requested, collect deposits or payments, or arrange for billing. Refer unresolved customer grievances to designated departments for further investigation. Review insurance policy terms to determine whether a particular loss is covered by insurance. Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments. Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills. Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods. Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills. Tools used in this occupation: Autodialers - Autodialing systems; Predictive dialers Automated attendant systems - Voice broadcasting systems Automatic call distributor ACD - Automatic call distribution ACD system ScannersStandalone telephone caller identification - Calling line identification equipment; Dialed number identification systems DNIS Technology used in this occupation: Contact center software - Avaya software; Multi-channel contact center software; Timpani Contact Center; Timpani EmailCustomer relationship management CRM software - Austin Logistics CallSelect; Avidian Technologies Prophet; SSA Global software; Telemation e-CRMElectronic mail software - Astute Solutions PowerCenter; IBM Lotus Notes; Microsoft OutlookNetwork conferencing software - Active Data Online WebChat; eStara Softphone; Parature eRealtime; Timpani ChatSpreadsheet software - Microsoft ExcelKnowledgeCustomer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Qualifications Skills Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.Speaking - Talking to others to convey information effectively.Service Orientation - Actively looking for ways to help people.Persuasion - Persuading others to change their minds or behavior.Reading Comprehension - Understanding written sentences and paragraphs in work related documents.Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.Writing - Communicating effectively in writing as appropriate for the needs of the audience.Coordination - Adjusting actions in relation to others' actions.Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.Negotiation - Bringing others together and trying to reconcile differences. AbilitiesOral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.Oral Expression - The ability to communicate information and ideas in speaking so others will understand.Speech Clarity - The ability to speak clearly so others can understand you.Speech Recognition - The ability to identify and understand the speech of another person.Written Expression - The ability to communicate information and ideas in writing so others will understand.Near Vision - The ability to see details at close range (within a few feet of the observer).Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.Written Comprehension - The ability to read and understand information and ideas presented in writing.Deductive Reasoning - The ability to apply general rules to specific problems to produce answers that make sense.Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). Additional InformationIf this sounds like the right job for you, then use the button below to submit your resume. We look forward to receiving your application.
    $29k-37k yearly est. 60d+ ago
  • Customer Service Rep/Office Clerk

    Allstate Recruiting

    Finance service representative job in Dubuque, IA

    Allstate Agents are hiring out-going, career oriented, sales professionals to join their teams as a Licensed Insurance Sales Representatives (Licensed Sales Producers) or Customer Service Representatives. Job Description Speaking with clients about a wide variety of issues, through phone and email. Taking payments and making policy changes. Transferring clients to licensed sales producers when needed. Scheduling appointments, etc. Qualifications Prior customer service and office experience helpful. Additional Information COMPENSATION Competitive hourly wage Bonuses available as well based on meeting goals If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. ***This position is with an Allstate Exclusive Agent, not with Allstate Insurance. Employees of Allstate agents must be able to successfully complete any applicable licensing requirements and training programs. Allstate agents are independent business owners who hire their own employees. Allstate agents' employees are not employees of Allstate. *** All your information will be kept confidential according to EEO guidelines.
    $29k-37k yearly est. 6h ago
  • Customer Service Representative - State Farm Agent Team Member

    Rachel Fitzpatrick-State Farm Agent

    Finance service representative job in Dubuque, IA

    Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... 401K Hourly pay plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus up to $ Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $29k-37k yearly est. 9d ago
  • Customer Service Representative

    Planet Fitness-PF Baseline Fitness

    Finance service representative job in Dubuque, IA

    Job DescriptionJob Title: Customer Service Representative Reports to: Club Manager Status: Full Time/Part Time/Non-Supervisor/Non-Exempt Responsible for new member sales and creating a positive member experience by providing a superior level of customer service to members, prospective members, and guests. Essential Duties and Responsibilities Greet/meet potential members, providing a great customer experience. Handle front desk related tasks: o Answering phone calls in a polite and friendly manner to assist with questions or concerns. o Taking info calls and tours o Assist in member check-ins, sign-ups, cancellations, BCM amenity usage, and updating member account information. Facilitate member services issues and questions and forward to Club Manager/Manager in Training/Team Lead as needed. Help maintain the neatness/cleanliness of the club. Essential Behavior Requirements Customer Service: communicates and interacts with customers (including coworkers and the public) in a way that exceeds the customers wants and needs. Listening: actively listens to customers, (includes coworkers and the public) empathizes (sees the situation from the customers perspective) and works together to solve the problem. Problem Solving: recognizes and defines problems; analyzes relevant information; encourages alternative solutions and plans to resolve situations; seeks additional assistance when needed. Diplomacy: demonstrates tact and skill in all interactions while using appropriate behavior and language. Communication: Ability to communicate questions, concerns or issues to a supervisor in a timely manner. Minimum Qualifications Honesty and good work ethic Strong customer service skills Basic computer proficiency Physical Demands Standing and walking at least 75% of the shift Talking in person or on the phone at least 75% of the shift Must be able to lift to 50 lbs. less than 30% of the time. Benefits Dollars for Scholars Program Employee Appreciation Program Free Membership for self and one family member or friend Team Member Support Team Health, Dental and Vision Insurance Critical Illness Insurance Short Term Disability Insurance Accident Insurance Voluntary Life Insurance Pet Insurance HSA - Advancement Opportunities Check us out on LinkedIn at: Planet Fitness - PF Baseline Fitness
    $29k-37k yearly est. 10d ago
  • Customer Service Representative

    Superior Insurance Partners LLC

    Finance service representative job in Manchester, IA

    Superior Insurance Partners is a rapidly growing insurance brokerage platform, focused primarily on providing commercial lines, personal lines, and employee benefit solutions to companies and individuals. Superior acquires and partners with leading independent insurance agencies primarily in the Midwest and Eastern US. The company's mission is to improve the lives of its agency partners. Superior does this by creating a highly tailored plan for each of its agency partners to help them achieve their goals, and providing customized resources including accounting/finance, recruiting, HR, AMS/IT, marketing, and M&A support. Agency partners are aligned through long-term economic incentives while leveraging the benefits of best practices, scale, and resources across Superior's shared platform. Superior is backed by Tyree & D'Angelo Partners (“TDP”), a leading Chicago-based private equity firm that makes control ownership investments in, and partners with, lower middle market businesses with the goal of creating meaningful value for all involved. TDP is currently investing out of its third fund and has managed and created over $3 billion of capital and company enterprise value. TDP has significant experience investing in service businesses and has completed over 1000 investment partnerships in its history. We are seeking a Customer Service Representative (CSR) to join our growing team. Can you deliver exceptional customer service? Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex? Come join our friendly, competitive work environment today! We are looking for people who are enthusiastic about building relationships with clients, will collaborate with the sales team to achieve goals, constantly seek improvement, and will demonstrate the value Superior Insurance Partners can provide. How will you affect the business? Effectively manage high volume of incoming calls Identify and assess client needs to achieve satisfaction Quoting, endorsements, certificates and will own the renewal process Build sustainable relationships of trust through open and interactive communication Provide accurate, valid, and complete information by using the right methods/tools Handle complaints, provide appropriate solutions/alternatives within the time limits and follow-up to ensure a resolution Keep records of customer interactions, process customer accounts and file documents What skills will make me successful in this role? Ability and desire to provide results Develop professional relationships with your internal and external partners Effective communication Utilize your resilient and adaptable mindset in the face of shifting priorities Eagerness to collaborate with all teams and employees. Qualifications: 2+ Years of customer service experience Open to licensing High School Diploma Good systems agility Proficiency in Microsoft Office Preferred: Property and Casualty Insurance License Agency Management System experience
    $29k-37k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative

    The Bank of New Glarus

    Finance service representative job in Darlington, WI

    Hours: Monday through Friday, 8:30 am-5:30 pm, Saturday rotation 8:30 am-12:00 pm (noon) This position is responsible for performing various paying and receiving functions within the Bank and for servicing all deposit customers with attention being paid to the accuracy and details of the job. The individual will be accountable for their assigned cash drawer and for protecting the Bank against loss. In addition, CSRs will provide general administrative support to team members such as routine filing, maintaining branch supplies, and ensuring customer information is up to date on the Bank's core system. CSRs must have a solid understanding of the Bank's core system which includes, but is not limited to, UFS Navigator and Integrated Teller System. Supervisory Responsibilities: None Duties/Responsibilities: 1. Maintain a teller cash drawer. Handle daily teller transactions and scanning through the UFS Navigator and Integrated Teller System. 2. Process checking and savings deposits and withdrawals, cash checks, loan payments and savings bonds. 3. Identify customers, verify signatures, and follow proper check cashing procedures as established by the Bank. 4. Prepares necessary disclosures in accordance with the regulatory requirements, including content and timing. 5. Helps promote a culture of regulatory compliance and safe and sound financial practices. 6. Knows and strictly follows all security, compliance, regulatory, internal control procedures, policies, and laws. 7. Be aware of and support the Bank's efforts in meeting the Community Reinvestment Act (CRA). 8. Process night deposit bags and bank-by-mail deposits under dual control. 9. Meet all educational criteria for the Bank Secrecy Act (BSA) regarding cash deposits or withdrawals in excess of $10,000.00. 10. Assist in opening and closing the branch and vault daily; assist in balancing vault currency and coin; balance and maintain currency in ATM. 11. Responsible for answering the telephone during designated working hours. 12. Provide general administrative support work such as routine filing of documents and/or correspondence, maintaining branch supplies, and ensuring customer information is up to date on the Bank's core system, and other duties as assigned. 13. When an opportunity arises sell Bank products and services by clarifying customer's needs, validating services being delivered, presenting features and benefits, and closing by asking for the business and referring to the appropriate team member to complete the transaction. 14. Ensure all work is completed for the Bank both in the deposit area, and other areas of the Bank, will follow established policies and operating procedures, which are consistent with the Bank's overall policies and operating objectives. 15. Treat all customer inquiries, questions and complaints with respect and follow through. Maintain the Bank's goal to be accessible to the customer and always provide premium service. 16. Ensure all team members are cross trained where assigned and acts as back-up for all team members' duties, when needed. 17. Be a team player. Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, co-workers, and managers. 18. Maintain a high level of ethical behavior within the banking profession. 19. Accurately balance ATM, Vault & bank. Required Skills/Abilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Preference given to those with prior office work experience and prior cash handling experience. 2. Ability to apply common sense understanding to carry out instructions furnished in written or oral form and the ability to deal with problems involving several concrete variables in standardized situations. 3. Must be able to add, subtract, multiply and divide in all units of measure using whole numbers, common fractions, and decimals. Also, complete rate, ratio and percentages, and to create and interpret statistical information and graphs. 4. Proficient with a 10 Key Calculator, Keyboarding, Knowledge of Personal Computer and cash handling. 5. Demonstrated effective communication skills, cross selling abilities and cheerful demeanor. Education and Experience: High school diploma/GED or 3 years of related experience or training preferred. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of those jobs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand for prolonged periods of the workday; use their hands and fingers; reach with hands and arms; talk plainly and hear accurately. The employee frequently is required to walk. The employee is occasionally required to stand; reach with hands and arms; climb and balance; and stoop, kneel and crouch. The employee must regularly lift and/or move up to ten pounds, and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision and the ability to adjust focus. Travel Requirements: Travel to other locations or areas may be required at times. BNG provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
    $29k-37k yearly est. Auto-Apply 4d ago
  • Customer Service Representative

    L&M Corrugated Container

    Finance service representative job in Platteville, WI

    Job DescriptionSummary The Customer Service Representative handles more complex customer accounts.. This role manages escalated issues, coordinates closely with cross-functional teams, and ensures a seamless customer experience. Primary Duties & Responsibilities Manage customer accounts, including more complex orders and projects. Coordinate with Sales, Design, and Production teams to meet unique customer needs. Assist in resolving escalated customer concerns, ensuring timely and effective solutions. Maintain accurate customer data and order histories within the system. Help identify opportunities for improving customer satisfaction and process efficiency. Process orders, changes, and cancellations accurately. Update customer account information and maintain accurate records. Resolve basic product or service issues and escalate complex cases as needed. Assist with general administrative tasks in the department. Perform all other duties as assigned. Education & Experience High school diploma required; Associate's degree preferred. 2-3 years of customer service experience, preferably in manufacturing or corrugated packaging. Experience managing more complex customer accounts preferred. Required Skills / Abilities Strong problem-solving and critical-thinking abilities. Proficiency with Microsoft Office and customer service systems. Excellent communication and relationship-building skills. Ability to manage multiple priorities in a fast-paced environment. High attention to detail and accuracy. Physical & Travel Requirements Prolonged periods of sitting and computer use. Occasional lifting up to 15 pounds. No travel required. EE Statement L&M Corrugated Container Corporation is an equal opportunity employer. Powered by JazzHR 35oQket3Gf
    $29k-37k yearly est. 4d ago
  • Financial Specialist

    University of Wisconsin Stout 4.0company rating

    Finance service representative job in Platteville, WI

    Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Position Title:Financial SpecialistJob Category:Academic StaffEmployment Type:RegularJob Profile:Financial Specialist III The Financial Specialist position within Facilities Management is a highly skilled and collaborative position focused on accurate, timely billing of services, payment of bills, creating budgets and analyzing expenditures. Position includes working with a multi-million dollar facilities budget, including utilities, car fleet and related operations. This is a full-time, benefit and paid leave eligible position. The salary for this position begins at $50,000 and is commensurate with qualifications and experience. Key Job Responsibilities: Reallocates expenses to appropriate funding strings May train staff on financial processes and best practices Serve as a unit liaison to leadership providing financial advice, recommendations, and financial status updates Monitors financial transactions and fund balances and generates and reconciles complex reports and statements in accordance with established rules and regulations Reviews transaction processing internal controls and recommends policies and procedures Answers complex fiscal questions and provides information based on set materials and standards to various audiences Drafts communications and reports and maintains organization of varied records to provide administrative support within a specified work unit Reviews and approves complex transactions and assigns funding codes in accordance with established rules, regulations, and policies In Order to Succeed You'll Need: Associate's degree in Business Administration, Finance, Accounting or similarly related financial field Must possess a strong focus on conscientious in work quality Excellent analytical skills and ability to resolve complex problems with multiple variables required Must have excellent organizational skills with attention to detail and ability to meet deadlines Must be proficient in working with expenses, accounting and ability to reconcile accounts Must have a strong mathematical ability/aptitude Exceptional communication skills required with demonstrated ability to communicate at every level in the organization respectfully and collaboratively in verbal, written and electronic format Must be able to communicate professionally and respectfully with supervisor and staff in support of a collaborative work environment Why It's Great to be a Pioneer: The University of Wisconsin-Platteville, founded in 1866, offers 47 baccalaureate and 10 master's programs. It possesses institutional strengths in middle level education, engineering, industrial technology, agriculture, criminal justice and business. The campus is located in Southwest Wisconsin's largest and most historic community. The region offers excellent school systems, high quality medical and hospital facilities, outstanding recreational opportunities, and vibrant businesses and industries. UW-Platteville is a cultural and educational center for the Tri-State region of Illinois, Iowa and Wisconsin. Take a virtual tour of our campus! Application Deadline: Applications must be submitted by December 4, 2025. Applications will be accepted until the position has been filled. How to Apply: The following documents are required for applicant consideration: Letter of application addressing all required qualifications A current resume Contact information (name, telephone number, and email address) for 3 professional references For questions regarding this position, please contact: Peter Davis, ****************** Legal Notices and Important Information: Employment will require a criminal background check. It will also require you and your references to answer questions regarding sexual violence and sexual harassment. The University ensures physical accessibility to work environments for persons with disabilities and will provided reasonable accommodations to ensure equal access to employment. Upon request, the University will provide reasonable accommodations for religious observances and practices. The University is committed to a program of affirmative action for women, racial minorities, persons with disabilities, disabled veterans and veterans of the Vietnam era. While the Chancellor assumes overall responsibility for the success of the program, university administrators and supervisors are responsible and accountable for implementation. Authority for monitoring the program is delegated to Human Resources. Each individual associated with the University is called upon to pledge a new and revitalized commitment to build and maintain a campus environment free of harassment and discrimination, an environment that fosters mutual respect, recognizes the dignity and worth of all people, and promotes to the fullest, equal employment opportunity through affirmative action. In compliance with the Clery Act of 1998, the University of Wisconsin-Platteville Annual Security & Annual Fire Safety Report is available for review. Call the UW-Platteville Campus Police Office at ************ for a paper copy of the annual report. The Universities of Wisconsin will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wis. Stat. §. 19.36(7). UW is an Equal Opportunity Employer: Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply. Required Postings:Labor Law Poster - English Labor Law Poster - Spanish Families First Coronavirus Response Act Update
    $50k yearly Auto-Apply 20d ago
  • MAQ - Member Services Representative -Part time

    YMCA of The Iowa Mississippi Valley

    Finance service representative job in Maquoketa, IA

    Cris B., Member Services Representative says "My favorite part about working at the Y is meeting all the different people who come in - seeing new faces and building relationships everyday is rewarding." PAY RATE: $12.50/hr The Member Services Representative is responsible for providing exemplary customer service to all members, callers, volunteers and visitors to the YMCA of the Iowa Mississippi Valley Welcoming members and guests with a warm smile, using their names, and expressing gratitude for their patronage. Asking questions, using active listening and providing facility tours to help prospective members find the perfect membership and program options. Building relationships with members, fostering connections within our YMCA community. Utilizing our operations software for member check-ins, program and membership registration, and payment processing. Staying knowledgeable about all YMCA and Family Wellness programs and services to assist members effectively. Handling membership and safety concerns, addressing any issues promptly and appropriately. Perks of working at the Y! Free individual YMCA membership! Discounts on programs Child Care discount 25% (must work min 20 hrs/week to qualify); Summer Camp discounts Free Employee Assistance Program (EAP) Program Y Retirement Fund: Y pays 12% after employee meets eligibility requirements Eligible to participate in 403B savings account through Y Retirement Fund Tuition Assistance Competitive Wages Flexible Schedules Career Development We are looking for someone who displays the YMCA values of caring, honesty, respect and responsibility and adheres to our mission. Must be able to obtain CPR/AED/FA certification (classes provided through the YMCA). Must be 18 yrs or older and able to stand and/or sit for at least 4 hours at a time every day. Must be able to lift up to 30 pounds occasionally. Possess the ability to walk and climb stairs and be capable of navigating through the facility and be able to talk, hear and see regularly. The YMCA of the Iowa Mississippi Valley is a 4-star rated Charity Navigator employer for over 16 years. "Only 2% of the charities we evaluate have received at least 11 consecutive 4-star evaluations, indicating that YMCA of the Iowa Mississippi Valley outperforms most other charities in America." - Charity Navigator. We have also been voted "Best in the QC" by Locals Love Us several years in a row.
    $12.5 hourly 2d ago
  • Client Service Representative

    Clae Solutions

    Finance service representative job in Stockton, IL

    Seeking a dynamic professional for our sales development position eager to contribute to our company's expansion. Essential skills include effective persuasion to transform potential customer leads into qualified prospects. The ideal candidate will excel in prospecting on social platforms and initiating meaningful connections. Previous customer service or sales experience is preferred, along with strong negotiation abilities and a penchant for engaging with individuals both over the phone and in face-to-face interactions. If you are enthusiastic about launching a career in sales, we encourage you to apply today! Responsibilities Attend Meetings and Events: Attend online and in-person meetings, trainings, trade shows, and sales events Monitor Competition: Keep an eye on what the competition is doing, and come up with a strategy to market to potential customers Prospect Leads: Prospect leads by doing a variety of actions, such as calling, texting, or emailing individuals, and chatting with them at events Communicate with Leadership: Communicate with sales leadership to reach team goals and improve operations Utilize Social Media: Strategize how to use social media like Facebook, LinkedIn, and other social media outlets Qualifications Customer Service Experience: Previous customer service experience is highly desired Communication and Interpersonal Skills: Stellar communication, presentation, persuasion, interpersonal, and negotiating skills Educational Background: High school diploma required, bachelor's degree preferred Sales Process Knowledge: Understanding the sales process and how to enter information into client databases desired Organizational Skills: You are an organized, detail-oriented self-starter who loves contributing your team's goals Compensation $60,000 - $120,000 (Annually) About Clae Goldman Team Clae Goldman Team specializes in providing community solar and third-party energy solutions door-to-door and retail. Our mission is to protect customers from rising energy costs, offer discounts, and promote green energy. Join us and make a positive impact on the environment while helping your community.
    $29k-41k yearly est. 18h ago
  • Junior Licensed Insurance Representative

    Greenstate Credit Union 3.9company rating

    Finance service representative job in Dubuque, IA

    The Junior Licensed Insurance Representative works closely with the License Insurance Repersentatives, Senior License Insurance Representatives, Insurance Processors Senior Account Managers, Account Managers, Licensed Insurance Agents, and Advisors. The primary duties of this position include accurate, timely and professional service to all members and staff of GreenState in daily transactions and inquiries. Provides information and answers to questions regarding GreenState Insurance products and services. This position is responsible for policy retention, member service and sales support. Bilingual in English and Spanish preferred. This role regularly interacts with members and clients whose primary language is Spanish. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Pay range for this hourly position is $20.97 - $24.52/hr with a progressive benefits package. Essential Duties and Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements. Updates policy information as needed and requests exceptions, if necessary, from underwriting. Sends binders of insurance for the Producers/LIA's. Processes third party mortgagee changes and send declaration pages to mortgagee lenders upon request. Processes change requests sent by LIA's and contacts underwriting if necessary for exceptions, collects and sends any required documents and asks for extensions. Contacts underwriting if necessary for exceptions, collects and sends any required documents to the insured. Handles client email requests - process changes as requested, gather information to obtain a quote, provide advice regarding insurance products and services, submit claims, advise about claims process, calls out as needed to discuss policies. Sends binders of insurance for the Producers/LIA's. Sends cancellations and processes cancellation requests sent by Advisors, LIA's, SAM's, and Processors. Utilizes DocuSign to assist with sending and receiving signatures for insurance applications and cancellations. Researches and resolves billing questions/discrepancies. Asks for exceptions and extensions from the companies as needed. Maintains appropriate level of continuing education credits as applicable by state and license guidelines. Upholds agency guidelines, processes, and procedures in accordance with GreenState Insurances expectations Attends community, industry, and GreenState Insurance/Credit Union events. Performs additional assigned duties, as necessary. Job Requirements/Expectations Bilingual in English and Spanish preferred. 0-2 years of similar or related experience; insurance experience is preferred. High school diploma or the equivalent (i.e. GED) Property and Casualty Insurance license is required for the position. Must obtain within 30 days of hire date. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Self-directed nature, ability to work independent of supervision, and ability to follow directions. Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs. Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time. Strong analytical skills with excellent verbal, written and interpersonal communication skills. Must be able to use knowledge and analytical skills to make quick judgements in various situations without much guidance. Must be bondable. Reporting Relationship This position reports to Personal Lines Service Manager. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #LI #ID
    $21-24.5 hourly Auto-Apply 2d ago
  • Customer Service Representative

    The Bank of New Glarus

    Finance service representative job in Darlington, WI

    Location: Darlington Hours: Monday through Friday, 8:30 am-5:30 pm, Saturday rotation 8:30 am-12:00 pm (noon) This position is responsible for performing various paying and receiving functions within the Bank and for servicing all deposit customers with attention being paid to the accuracy and details of the job. The individual will be accountable for their assigned cash drawer and for protecting the Bank against loss. In addition, CSRs will provide general administrative support to team members such as routine filing, maintaining branch supplies, and ensuring customer information is up to date on the Bank's core system. CSRs must have a solid understanding of the Bank's core system which includes, but is not limited to, UFS Navigator and Integrated Teller System. Supervisory Responsibilities: None Duties/Responsibilities: 1. Maintain a teller cash drawer. Handle daily teller transactions and scanning through the UFS Navigator and Integrated Teller System. 2. Process checking and savings deposits and withdrawals, cash checks, loan payments and savings bonds. 3. Identify customers, verify signatures, and follow proper check cashing procedures as established by the Bank. 4. Prepares necessary disclosures in accordance with the regulatory requirements, including content and timing. 5. Helps promote a culture of regulatory compliance and safe and sound financial practices. 6. Knows and strictly follows all security, compliance, regulatory, internal control procedures, policies, and laws. 7. Be aware of and support the Bank's efforts in meeting the Community Reinvestment Act (CRA). 8. Process night deposit bags and bank-by-mail deposits under dual control. 9. Meet all educational criteria for the Bank Secrecy Act (BSA) regarding cash deposits or withdrawals in excess of $10,000.00. 10. Assist in opening and closing the branch and vault daily; assist in balancing vault currency and coin; balance and maintain currency in ATM. 11. Responsible for answering the telephone during designated working hours. 12. Provide general administrative support work such as routine filing of documents and/or correspondence, maintaining branch supplies, and ensuring customer information is up to date on the Bank's core system, and other duties as assigned. 13. When an opportunity arises sell Bank products and services by clarifying customer's needs, validating services being delivered, presenting features and benefits, and closing by asking for the business and referring to the appropriate team member to complete the transaction. 14. Ensure all work is completed for the Bank both in the deposit area, and other areas of the Bank, will follow established policies and operating procedures, which are consistent with the Bank's overall policies and operating objectives. 15. Treat all customer inquiries, questions and complaints with respect and follow through. Maintain the Bank's goal to be accessible to the customer and always provide premium service. 16. Ensure all team members are cross trained where assigned and acts as back-up for all team members' duties, when needed. 17. Be a team player. Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, co-workers, and managers. 18. Maintain a high level of ethical behavior within the banking profession. 19. Accurately balance ATM, Vault & bank. Required Skills/Abilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Preference given to those with prior office work experience and prior cash handling experience. 2. Ability to apply common sense understanding to carry out instructions furnished in written or oral form and the ability to deal with problems involving several concrete variables in standardized situations. 3. Must be able to add, subtract, multiply and divide in all units of measure using whole numbers, common fractions, and decimals. Also, complete rate, ratio and percentages, and to create and interpret statistical information and graphs. 4. Proficient with a 10 Key Calculator, Keyboarding, Knowledge of Personal Computer and cash handling. 5. Demonstrated effective communication skills, cross selling abilities and cheerful demeanor. Education and Experience: High school diploma/GED or 3 years of related experience or training preferred. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of those jobs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand for prolonged periods of the workday; use their hands and fingers; reach with hands and arms; talk plainly and hear accurately. The employee frequently is required to walk. The employee is occasionally required to stand; reach with hands and arms; climb and balance; and stoop, kneel and crouch. The employee must regularly lift and/or move up to ten pounds, and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision and the ability to adjust focus. Travel Requirements: Travel to other locations or areas may be required at times. BNG provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Powered by JazzHR gpb16UhRUu
    $29k-37k yearly est. 5d ago
  • Entry Level Financial Representative

    Northwestern Mutual of Northeast Iowa 4.5company rating

    Finance service representative job in Manchester, IA

    Job DescriptionBenefits: Retirement Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Northwestern Mutual of Northeast Iowa, our mission is simple yet powerful: to create the most financially secure communities in America, one person, one family, and one business at a time. We are dedicated to building a team of the highest caliber advisors, with the ultimate goal of becoming home to the most trusted financial professionals in the region. With the highest retention rate in Eastern Iowa and the distinction of having the most women advisors in the area, our office is a testament to the success of our people-first approach. Our culture emphasizes collaboration, growth, and a shared commitment to delivering excellence in every client relationship. Beyond business success, we are deeply committed to making a positive impact in our local communities. Our office proudly supports several charitable initiatives, including Special Spaces in Dubuque, Alexs Lemonade Stand, and the University of Iowa Children's Hospital, specifically for cancer research and the nurses' fund. These efforts reflect our belief that success is about more than just financial achievementsits about giving back and helping those in need. Joining our team means becoming part of a mission-driven culture where you have the opportunity to grow your career while also making a meaningful difference in the lives of others. Our thriving office is located: 2728 Asbury Rd Suite 810. Dubuque, IA 52001 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: Matt Schulte - Managing Director: How long with NM? Over 25 years, including 13 as Managing Director. Prior Experience? Has worked with NM for most of his adult life, beyond college. Passionate About? Grew up on a farm, enjoys serving people, working with numbers, and spending time with his wife, Keri, and their four teenage children. He loves hunting, fishing, and living on his 43-acre "fun farm." Kinsey Meyer - Development Director: How long with NM? Over 6 years. Prior Experience? Graduate of Iowa State University with a background in retail clothing; developed her own business, Miss Meyers Clothing Consignment. Passionate About? She enjoys staying active with running, biking and hiking with her Corgi, Cash, spending time with family and friends and building quality relationships. Lexie Meyer - Financial Advisor: How long with NM? Since April 2021. Prior Experience? Worked in agriculture, helping dairy farmers with herd record management. Passionate About? Spending time with her family, including her two young boys, husband (who trains horses), and enjoying farm life. She loves trail rides, spending summer days on the Mississippi River, staying active with fitness, and reading fiction books. Dusty Jentz - Financial Advisor: How long with NM? Since May 2016, with experience in 4 different offices (Ames, Des Moines, Minneapolis, and Dubuque). Prior Experience? Only worked at NM, grew up on a family farm, and was an athlete before transitioning to finance. Passionate About? Married to Carli since 2017 and loves spending time with their son. He enjoys family time, working on the family farm, disc golfing, and following high-level sports, particularly Cowboys football. Jacob Kluesner - Financial Advisor: How long with NM? Interned in August 2016 and became full-time in January 2018. Prior Experience? Extensive engineering experience, including at John Deere, and worked as a finance manager at a car dealership before choosing NM full-time after graduation. Passionate About? Spending time with his large, close-knit family, his significant other and their children, and his two Labs. He enjoys outdoor activities like hunting, fishing, and camping. Jacob also follows college and professional sports and has a passion for cars, especially trucks and sports cars. 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. Matt Schulte is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $31k-47k yearly est. 18d ago
  • Customer Service Rep(02017) - 490 Highway 151 E

    Domino's Franchise

    Finance service representative job in Platteville, WI

    Job DescriptionABOUT THE JOB Offers smiles to customers over the phone and in person. Help with all general restaurant duties. Must be able to work evenings. Additional Information All your information will be kept confidential according to EEO guidelines.
    $29k-37k yearly est. 2d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Dubuque, IA?

The average finance service representative in Dubuque, IA earns between $21,000 and $46,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Dubuque, IA

$31,000

What are the biggest employers of Finance Service Representatives in Dubuque, IA?

The biggest employers of Finance Service Representatives in Dubuque, IA are:
  1. Lane Madsen-State Farm Agent
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