Finance service representative jobs in Springfield, IL - 169 jobs
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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 ServiceRepresentative
Position Summary:
The Personal Lines Customer ServiceRepresentative 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 3.7
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
Correspondent Banker (Title Commensurate with Experience)
Bankers' Bank 4.4
Finance service representative job in Springfield, IL
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 financialservice 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. 60d+ ago
Patient Financial Services Specialist
Hillsboro Area Hospital 4.1
Finance service representative job in Hillsboro, IL
Full-time Description
The Patient FinancialServices Specialist is a key member of the Patient Accounting team, responsible for supporting the financial experience of patients through compassionate service, accurate billing processes, and informed financial counseling. This role combines direct patient interaction with behind-the-scenes account management, including resolving account issues and assisting patients with understanding and managing their financial responsibilities. The Specialist ensures billing accuracy and compliance while helping patients access necessary care without unnecessary financial hardship.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Patient Communication & Financial Counseling
Provide exceptional customer service via phone, email, and in-person interactions regarding billing inquiries, account balances, and payment options.
Educate patients about insurance coverage, out-of-pocket responsibilities, and available financial assistance programs.
Evaluate patients' financial situation to determine eligibility for payment plans or financial assistance in accordance with organizational policies.
Meet with patients to review bills, assist with financial assistance applications, and establish payment plans in accordance with policy.
Conduct follow-up communications to collect documentation and complete financial aid processes.
Respond promptly to inquiries or correspondence from patients.
Account Review & Maintenance
Analyze patient accounts for billing accuracy and ensure proper application of insurance payments and patient responsibility.
Document all account activity, communications, and financial arrangements accurately in the billing system.
Review credit balances and reconcile multiple accounts when applicable.
Collaborate with billing and insurance teams to support seamless patient financial experiences.
Compliance & Professional Conduct
Uphold patient confidentiality and comply with HIPAA and all applicable federal, state, and organizational regulations.
Maintain knowledge of hospital and departmental policies and procedures, including corporate compliance.
Promote a work environment consistent with the mission, vision, and values of the organization.
Report compliance concerns appropriately and participate in training sessions as required.
ADDITIONAL DUTIES
Strong understanding of health insurance plans, billing processes, financial assistance programs, and regulatory guidelines.
Excellent communication skills with the ability to explain complex financial information in a clear, respectful, and empathetic manner.
Highly organized and detail-oriented; able to prioritize tasks and work independently with minimal supervision.
Bilingual skills are a plus.
Ability to work under pressure, meet deadlines, and adapt to changing priorities.
(The above statements describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all duties, and indeed additional responsibilities may be assigned, as required, by Hillsboro Health.)
SUPERVISORY RESPONSIBILITIES
None
Requirements
EDUCATION AND/OR EXPERIENCE
High school diploma or equivalent required; associate or bachelor's degree in healthcare administration, finance, or related field preferred.
Minimum of 2 years' experience in medical billing, hospital insurance procedures, financial counseling, or patient accounts in a healthcare setting.
Proficiency with billing systems, EHR platforms, and Microsoft Office applications.
CERTIFICATES, LICENSES, REGISTRATIONS
None
PHYSICAL DEMANDS & WORK ENVIRONMENT
Regular contact with patients, guarantors, insurance representatives, and internal departments.
Primarily sedentary work in a standard office or remote setting.
Frequent use of computer, phone, and office equipment.
Occasional lifting of up to 25 pounds.
Visual acuity for reviewing billing documentation and computer screens.
CORPORATE COMPLIANCE
Receives training and/or attends necessary meetings to meet the criteria as outlined in Hillsboro Health's Corporate Compliance Plan and Code of Conduct. Understands the responsibilities related to compliance and knows to contact the Corporate Compliance Officer should there be any instance of question or concern regarding fraud and/or abuse.
BENEFITS
Please use the link below to visit our website for a list of benefits offered.
***************************************
Salary Description $18.90 - $28.35 per hour
$18.9-28.4 hourly 60d+ ago
Relationship Banker II | Mt. Zion
First Busey Corporation 4.5
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 financialservices 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 Management
Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
Serve as a trusted point of contact for customers, ensuring the highest level of service is provided.
Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
Provide guidance to customers on financial products and services that best meet their needs.
Sales & Cross-Selling
Actively identify and promote all bank products and services.
Ask clients targeted questions to learn about their financial needs and goals.
Meet and exceed monthly sales and referral goals by engaging with customer to assess needs and recommend suitable banking solutions.
Proactively seek opportunities to refer customers to other lines of business such as mortgage, wealth, treasury, commercial, etc.
Account Management and Support
Open and manage personal and business accounts ensuring the account setup is accurate and compliant with regulatory requirements.
Assist with account maintenance tasks, such as updating personal information, assisting with transfers, and processing check orders.
Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools.
Loan & Credit Processing
Process and assist with customer loan applications, including personal loans and home equity lines of credit.
Conduct initial loan screenings, gather necessary documentation, and work closely with loan officers or other departments to ensure a smooth loan approval process.
Educate customers on loan products, eligibility requirements, and loan terms.
Transactions & Cash Handling
Process transactions with a high degree of accuracy.
Balance cash drawer and ensure transactions are accurately recorded and processed.
Compliance & Risk Management
Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions.
Monitor and detect any suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate.
Adhere to privacy regulations and ensure customer data is handled securely and confidentially.
Team Support and Mentorship
Assist newer staff by providing guidance on bank products, customer service skills, and operational procedures.
Help foster a collaborative and positive work environment by sharing knowledge and assisting with day-to-day operational needs.
Branch Operations & Administrative Support
Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch.
Support branch leadership in maintaining branch security and ensuring operational efficiency.
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 16d ago
Financial Representative Entry Level
Northwestern Mutual-Central Illinois 4.5
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 FinancialRepresentatives 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 financialservices. 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, SpringfieldIL 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 financialservices 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 FinancialRepresentative 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 FinancialRepresentative 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 FinancialRepresentative Role:
As a FinancialRepresentative 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 financialservices, 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
Customer Service Representative - Springfield, IL
Kedia Corporation
Finance service representative job in Springfield, IL
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
Scanners
Standalone 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 Email
Customer relationship management CRM software
- Austin Logistics CallSelect; Avidian Technologies Prophet; SSA Global software; Telemation e-CRM
Electronic mail software
- Astute Solutions PowerCenter; IBM Lotus Notes; Microsoft Outlook
Network conferencing software
- Active Data Online WebChat; eStara Softphone; Parature eRealtime; Timpani Chat
Spreadsheet software
- Microsoft Excel
Knowledge
Customer 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.
Abilities
Oral 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 Information
If this sounds like the right job for you, then use the button below to submit your resume. We look forward to receiving your application.
$28k-37k yearly est. 3d ago
Customer Service Representative I
ASM Research, An Accenture Federal Services Company
Finance service representative job in Springfield, IL
Responsible for routine/basic inbound call, outbound call, email, and web chat services, as well as back-office services. Completes daily routine tasks and responsibilities to support the Customer Service department or programs. Shift: 9:30 AM - 6:00 PM EST
**Job Responsibilities**
+ Supports customer to submit and process transactions
+ Assists customer with identifying and resolving processing issues and website access inquires
+ Supports inbound calling, outbound calling, email, web chat and outreach to customers
+ Logs cases, or updates an existing case as applicable, to record each phone, email, or web chat communication with a customer. All cases shall be logged in a web-based agent desktop application
+ Meet Quality Assurance Requirements and other key performance metrics
**Minimum Qualifications**
+ High School Diploma or GED
+ 0-2 years of customer service or public relations experience.
**Other Job Specific Skills**
+ Ability to successfully adapt and perform during times of high call volume.
+ Ability to provide effective customer service and deal tactfully and courteously with the public.
+ Strong written and verbal communication skills.
+ Strong listening ability to interpret and clarify information being provided by customers.
+ Strong commitment to providing quality service.
+ Ability to foster a good working relationship and rapport with customers.
+ Keen attention to detail and accuracy.
**Compensation Ranges**
Compensation ranges for ASM Research positions vary depending on multiple factors; including but not limited to, location, skill set, level of education, certifications, client requirements, contract-specific affordability, government clearance and investigation level, and years of experience. The compensation displayed for this role is a general guideline based on these factors and is unique to each role. Monetary compensation is one component of ASM's overall compensation and benefits package for employees.
**EEO Requirements**
It is the policy of ASM that an individual's race, color, religion, sex, disability, age, sexual orientation or national origin are not and will not be considered in any personnel or management decisions. We affirm our commitment to these fundamental policies.
All recruiting, hiring, training, and promoting for all job classifications is done without regard to race, color, religion, sex, disability, or age. All decisions on employment are made to abide by the principle of equal employment.
Physical Requirements
The physical requirements described in "Knowledge, Skills and Abilities" above are representative of those which must be met by an employee to successfully perform the primary functions of this job. (For example, "light office duties' or "lifting up to 50 pounds" or "some travel" required.) Reasonable accommodations may be made to enable individuals with qualifying disabilities, who are otherwise qualified, to perform the primary functions.
**Disclaimer**
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
$17.75 - $17.75
EEO Requirements
It is the policy of ASM that an individual's race, color, religion, sex, disability, age, gender identity, veteran status, sexual orientation or national origin are not and will not be considered in any personnel or management decisions. We affirm our commitment to these fundamental policies.
All recruiting, hiring, training, and promoting for all job classifications is done without regard to race, color, religion, sex, veteran status, disability, gender identity, or age. All decisions on employment are made to abide by the principle of equal employment.
$28k-37k yearly est. 6d ago
Customer Service & Sales Representative
Trademark Marketing Group
Finance service representative job in Springfield, IL
Trademark Marketing Group is a creative marketing firm that specializes in marketing our clients products and services to a wider and higher caliber audience.
Our marketing program has been able to attract some of the largest consumer electronics and satellite television companies in the world. TMG's unique approach to each client allows for a much more pleasurable experience and a personalized campaign. One size does not fit all and we are all about creativity on a personalized level.
***********************
Job Description
Customer Service & Sales - Entry Level
Position: Customer Experience Representative
Department: Customer Relations
If you have great people skills and enjoy working with the public, we
want to meet you!
We are seeking an outstanding full-time Customer ServiceRepresentatives who are career minded and possesses unmatched people skills. This is an entry level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized approach and excellent customer service delivered by the customer service team, there is a new opening for the expansion of the retail campaign.
We do not offer any door-to-door, outside sales, telemarketing, or graphic design positions.
We are continuously expanding the client base as well as the number of territories covered on a National scale. The current client base is extremely diverse, and operating territories now stack up to 5 across the nation. These growing retail sales and marketing campaigns are in need of customer service professionals that can work on site providing direct customer and client support through promotional techniques.
Customer ServiceRepresentative's work in an environment that is centered on being a part of a team and being included in a family atmosphere. By bringing together diverse individuals who have an array of expertise, skills and potential, it helps senior management to create progressive solutions for clients. We are looking for key individuals to provide customer service and sales knowledge to the existing and future client base.
Qualifications
Benefits of the Customer Service and Sales Position:
Comprehensive Paid Training
Travel Opportunities
Opportunity For Community and Charity Involvement
Flexibility
Numerous Advancement Opportunities
Qualifications:
Experience in customer service and associated fields
Ability to adapt to a variety of people
Winning attitude and dedication to ensuring customer satisfaction
Positive attitude and ability to work well within a team environment
College Degree preferred
Background in retail, restaurant, or a customer service oriented job
Leadership skills
Local to the office area
Additional Information
Weekly Competitive pay
Weekly Bonus incentives
Paid Training
$28k-37k yearly est. 60d+ ago
Financial Representative Entry Level
Jump District-Northwestern Mutual
Finance service representative job in Taylorville, 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 FinancialRepresentatives 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 FinancialRepresentatives 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 - FinancialRepresentative
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 - FinancialRepresentative
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 FinancialRepresentative Role:
As a FinancialRepresentative 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 financialservices, 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-57k yearly est. 2d ago
Customer Service Representative - Decatur, Illinois
Tech 24 3.4
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 ServiceRepresentative 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 ServiceRepresentative 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. 9d ago
Personal Banker
United Community Bank 4.5
Finance service representative job in Springfield, IL
Job Description
United Community Bank is in search of a Personal Banker. This position will establish relationships with new and existing customers in order to assist them with their financial needs while ensuring outstanding customer service. Prospective candidate will provide account advice and identify opportunities to cross sell banking products and services.
Essential Duties and Responsibilities:
Analyze customer utilization of products and services to identify potential product sales opportunities and referrals
Assure exceptional customer service
Initiate contact with existing and prospective customers to outline relevant products and services, pending sales referrals, product changes, and new product information
Facilitate timely resolution of customer requests and concerns
Promote customer retention
Participate in community events to identify sales opportunities
Develop sales strategies
Refer customers to appropriate functional areas (e.g. Trust, Mortgage, Insurance, and Investment Services)
Create and maintain records of calling efforts, referrals, new products, and product changes/enhancements
Review and utilize marketing database reports
Keep up-to-date on new retail products, services, regulations, and policies
Respond to customer questions regarding products
Explain delivery channels (Branch, TBC, ATM, etc.) to customers to assure that the most convenient delivery options are understood
Complete all training and online testing as assigned
Maintain familiarity with the Bank policies and procedures related to this position including but not limited to Secrecy Act, OFAC, Check Cashing, and Teller Guidelines
Assist with Stop Pay Management
Assist with Dormant Account Management
Assist with IRA/RMD Management
Assist with EOM report of open/closed accounts 5K and above
Manage safe deposit boxes and unclaimed safe deposit boxes
Administer debit card issue and operation
Perform Teller Overrides
Assist with Charge Offs/reporting to Chex system
Oversee NSF Accounts - including all calls/letters/logging CRM Other Clerical Duties
Medallion Stamp authorization to verify signature cards for closed accounts
Manage teller referral log
Facilitate LIVE Chat management and online chat response
EOY Record Retention
Assist with answering multiline telephone
Issue Gift/Ace cards
Quick rate CD's
Other related duties as assigned
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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.
Computer Requirements:
Proficiency in Microsoft Office (Word, Excel, Access, and Power Point)
Experience using Web Teller and check imaging software is a plus
Education/Experience Requirements:
High school diploma or equivalent
Additional Requirements:
Previous customer service skills preferred
Strong attention to detail
Strong time management and organizational skills
Ability to practice discretion and handle confidential information in a professional manner
Ability to perform duties independently with limited direct supervision
Problem Solving/Analysis skills
Ability to communicate effectively with customers and coworkers
Written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor
Ability to explain the benefits of bank products and services and answer customer questions regarding these products and services
Knowledge of financial institution regulations
Ability to multitask
Strong professional integrity in compliance with company policy, and ethical and legal standards
General knowledge of bank procedures and how they apply to other areas of the bank
Attendance Requirements:
Employees are expected to report to work as scheduled, on time and prepared to start work. Employees are expected to remain at work for their entire work schedule. Late arrival, early departure or other absences from scheduled hours should be avoided.
Certificates, licenses, or registrations:
None Required
Working Conditions:
This job operates in a retail banking setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical requirements:
Ability to stand for up to eight hours
Requires bending, stooping or standing as necessary
Requires the ability to hear, speak and/or signal people
Effectively communicate verbally, in writing, and in English
Requires manual dexterity, typing, and the ability to count money and key in transactions
The employee may occasionally lift and/or move up to 25 pounds
Benefits:
The following benefit programs are available to all employees:
401(k) retirement plan (requires 60 days of employment, age 20)
Paid Leave Time
Free checking account including identity theft and cellphone protection, Roadside Assistance and more
Free savings account & Safety Deposit Box
Cashier's checks
In addition, the following benefits are available to all full-time employees after meeting eligibility requirements:
Vacation time (requires 30 days of employment)
Sick/Personal Time (requires 90 days of employment)
Holidays
Jury Duty leave
Health Insurance (requires 60 days of employment)
Dental Insurance (requires 60 days of employment)
Vision Insurance (requires 60 days of employment)
Life Insurance (requires 60 days of employment)
Short-Term Disability Insurance (requires 60 days of employment)
Long-Term Disability Insurance (requires 60 days of employment)
Section 125 Cafeteria Plan including Flexible Spending Accounts (requires 60 days of employment)
Tuition Reimbursement
Military Leave
Some benefit programs require contributions from the employee, and all begin on the first of the month after eligibility is met. Certain benefits provided by United Community Bank are governed by plan documents.
Please visit **************************** for more information on UCB's complete benefit package.
$38k-44k yearly est. 2d ago
Customer Service Representative
Searlarch
Finance service representative job in Lincoln, IL
We are looking for an efficient and skilled Customer ServiceRepresentative for our call center. As a Customer ServiceRepresentative, your job is to provide excellent customer support to our clients. You will act as a liaison between our company and the clients.
If you have the desired skills and qualifications required for this role, you can send in your applications to us.
Responsibilities
Update and maintain customer information in the database.
Provide customers with all the information that they require.
Keep track of customer accounts by recording their account information and the issues they have reported.
Handle customer complaints actively and ensure its resolution on time.
Take orders and calculate the charges by processing customers' information.
Resolve customer complaints on time and ensure the quality of services is maintained.
Handle change in policies of the company and explain them to the customer.
Generate sales leads for our clients.
Maintain a record of all the tasks undertaken and submit it to the higher management.
Requirements
Knowledge of social media will be an added benefit.
Ability to provide results under pressure.
Excellent communication and interpersonal skills.
Good problem-solving skills.
$28k-37k yearly est. 60d+ ago
Dental Insurance Provider Network Representative (AZ or NV)
Ameritas 4.7
Finance service representative job in Lincoln, IL
Ameritas is seeking a Dental Insurance Provider Network Representative to drive network growth and persistency results through personal efforts at a state level. This position champions all network development recruitment projects in a specified region as assigned by the Director-Provider Networks and management team in various territories. The role is responsible for working within team performance metrics and assigned budgets. The position also partners with the Ameritas sales force at a regional level, to develop a mutual understanding of how group sales relates to provider network development.
This is a remote position to be located in either Nevada or Arizona and does not require regular in-office presence. The candidate must be located in one of the listed states and will cover a territory of Western and Southwestern states. This role will require up to 80% travel.
What you do
* The PNR (Provider Network Rep) is responsible for recruitment projects assigned by Director-Provider Networks and manager in various areas of the nation utilizing such methods as researching competitor data, developing recruitment call strategies, maintaining and posting reports, ensuring consistency through contact management leads, preparing fee increase requests, and obtaining policyholder names and approvals.
* The PNR works with the management team to improve his/her skills in recruitment methods and successes through utilizing PSS techniques, monthly coaching tips provided by the manager, recruitment ride-alongs, and through customized coaching plans and proficiency checklists identified and developed by the manager to specifically deliver increased recruitment project and overall job performance successes.
* This position assists the Sr. PNR or manager in the implementation of provider recruitment events and dental conventions in assigned recruitment project areas as necessary.
* The incumbent will be responsible for on-site reviews in their territories within the specified service standards timeframe, including scheduling and conducting office visits and educating the dental staff on Ameritas quality assurance standards. The position ensures that re-onsite follow up compliance is completed in assigned areas via phone calls, or in-office visits if necessary, and provides compliance status reports to the management team.
* This position maintains provider networks to overall persistency levels set by the company by conducting periodic "PR" calls and contacts with key providers as well as attempting to retain potentially- terminating providers in assigned areas.
* This position maintains Salesforce.com for each assigned recruitment project within specified deadlines.
* The PNR partners with the group sales reps and new STEP reps in their assigned project areas as well as local territories to offer "ride alongs" on recruiting calls and onsite visits.
* The PNR partners with the management team on a semi-annual basis to best determine key account service needs.
* The PNR will be available for enrollment and broker meeting participation, on an as needed basis
* The PNR partners with Provider Relations in the provider contracting process; in researching provider inquiries; in identifying and creating Best Practices; and providing an overall seamless level of customer service to the provider network.
* This position attends PNR team and national team meetings as required.
What you bring
* A four-year Bachelor's degree or equivalent combination of education and work experience is required.
* Proven results in individual production as demonstrated by consistently meeting or exceeding goals.
* Ability to manage multiple priorities through effective time management, organizational and decision making skills.
* Professional presentation and conduct at individual, managerial and corporate levels required.
* Comprehensive understanding of provider contracts
* Detailed dental product and plan design knowledge is essential
* Strong technical and computer skills are a must with advanced proficiencies in Word, Excel, PowerPoint, proficiency in Microsoft Teams, Internet applications, Salesforce and competitor analysis tools such as Network360.
* Completion of and certification in of Professional Selling Skills, PTS, Selling in A Competitive World is necessary
* Demonstrated ability in interpersonal and human relations skills, including verbal, written, communication and presentation skills
* A strong commitment to excellent customer service, as demonstrated by consistently meeting deadlines and effective relationship-building with customers, team members, management and internal staff.
* Travel is necessary and may require up to 80% travel in order to provide field recruitment, on-site provider visits, industry events, and sales presentations
* This role is continually challenged to develop provider networks in a competitive managed care marketplace. Network development needs change and increase on a continuous level, requiring the PNR to be adaptive and responsive to quick shifts in business plans. Because of the multiple customers with whom this position builds relationships, the incumbent must be able to work in high-stress periods, with an innate ability to work independently. Adherence to deadlines and procedures is vital to the efficacy and accuracy required of this position. Assigned projects and goals are used as motivation and disciplinary action is employed for not meeting such standards.
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financialservices and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For your money:
* 401(k) Retirement Plan with company match and quarterly contribution
* Tuition Reimbursement and Assistance
* Incentive Program Bonuses
* Competitive Pay
For your time:
* Flexible Hybrid work
* Thrive Days - Personal time off
* Paid time off (PTO)
For your health and well-being:
* Health Benefits: Medical, Dental, Vision
* Health Savings Account (HSA) with employer contribution
* Well-being programs with financial rewards
* Employee assistance program (EAP)
For your professional growth:
* Professional development programs
* Leadership development programs
* Employee resource groups
* StrengthsFinder Program
For your community:
* Matching donations program
* Paid volunteer time- 8 hours per month
For your family:
* Generous paid maternity leave and paternity leave
* Fertility, surrogacy and adoption assistance
* Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
$34k-39k yearly est. 60d+ ago
Relationship Banker - Flat Shoals Parkway Financial Center
Bank of America 4.7
Finance service representative job in Decatur, IL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience in financialservices and knowledge of financialservices industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$31k-36k yearly est. Auto-Apply 2d ago
Correspondent Banker (Title Commensurate with Experience)
Bankers' Bank 4.4
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 financialservice 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
Relationship Banker II | Mt. Zion
First Busey Corporation 4.5
Finance service representative job in Mount Zion, 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 financialservices 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 Management
* Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
* Serve as a trusted point of contact for customers, ensuring the highest level of service is provided.
* Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
* Provide guidance to customers on financial products and services that best meet their needs.
Sales & Cross-Selling
* Actively identify and promote all bank products and services.
* Ask clients targeted questions to learn about their financial needs and goals.
* Meet and exceed monthly sales and referral goals by engaging with customer to assess needs and recommend suitable banking solutions.
* Proactively seek opportunities to refer customers to other lines of business such as mortgage, wealth, treasury, commercial, etc.
Account Management and Support
* Open and manage personal and business accounts ensuring the account setup is accurate and compliant with regulatory requirements.
* Assist with account maintenance tasks, such as updating personal information, assisting with transfers, and processing check orders.
* Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools.
Loan & Credit Processing
* Process and assist with customer loan applications, including personal loans and home equity lines of credit.
* Conduct initial loan screenings, gather necessary documentation, and work closely with loan officers or other departments to ensure a smooth loan approval process.
* Educate customers on loan products, eligibility requirements, and loan terms.
Transactions & Cash Handling
* Process transactions with a high degree of accuracy.
* Balance cash drawer and ensure transactions are accurately recorded and processed.
Compliance & Risk Management
* Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions.
* Monitor and detect any suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate.
* Adhere to privacy regulations and ensure customer data is handled securely and confidentially.
Team Support and Mentorship
* Assist newer staff by providing guidance on bank products, customer service skills, and operational procedures.
* Help foster a collaborative and positive work environment by sharing knowledge and assisting with day-to-day operational needs.
Branch Operations & Administrative Support
* Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch.
* Support branch leadership in maintaining branch security and ensuring operational efficiency.
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 6d ago
Customer Service Representative - Decatur, Illinois
Tech24 3.4
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 ServiceRepresentative 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 ServiceRepresentative 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. 3d 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 FinancialRepresentatives 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 FinancialRepresentatives 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 - FinancialRepresentative
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 - FinancialRepresentative
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 FinancialRepresentative Role:
As a FinancialRepresentative 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 financialservices, 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. 9d ago
Financial Representative with Ag Background
Northwestern Mutual-Central Illinois 4.5
Finance service representative job in Lincoln, IL
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Transition Your Agricultural Skills into FinancialServices:
Strong Work Ethic and Discipline: Agriculture professionals are accustomed to hard work and persistence, traits that are invaluable in building and maintaining a client base in financialservices.
Problem-Solving Skills: Agricultural workers often address complex challenges, such as resource management and efficiency, which translate well to helping clients navigate financial decisions.
Trust and Community Focus: Agriculture professionals frequently have strong connections within their communities, enabling them to build trust and establish credibility as financialrepresentatives.
Achieve Greater Rewards: Transitioning into financialservices can offer not only a more rewarding career path but often greater financial opportunities as well.
About Us: At Northwestern Mutual Central Illinois, we are driven by our core values of Courage, Passion, and Growth. Our team thrives in a professional yet relaxed environment, where collaboration, mentorship, and joint work are keyespecially during a new representatives first year. We offer dynamic coaching and accountability led by experienced advisors who are invested in your success. Beyond the office, were deeply committed to our community, proudly supporting organizations like HSHS St. Johns Childrens Hospital, Contact Ministries, the James Project, and Alexs Lemonade Stand. If youre looking to grow a meaningful career with purpose and impact, wed love to connect.
Follow this link to see why Northwestern Mutual could be a great fit for your future career: *******************************************
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, SpringfieldIL 62704
Meet Our Local Leaders:
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 FinancialRepresentative 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 FinancialRepresentative 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.
Candidate Characteristics:
Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
Savvy communicators who find joy in simplifying complex decisions for others.
Generous souls who gladly treat others without hesitation.
Ambitious thinkers who embrace boundless opportunities and possibilities.
Advocates for teamwork and cooperation, where everyone contributes equally.
Passionate about their work, yet approachable and good-natured in their demeanor.
Position Requirements:
Strong communication and interpersonal skills.
Goal-oriented with a desire to succeed.
Life insurance license and FINRA certifications (or willingness to obtain).
Position Perks:
Significant bonus opportunity commensurate with outcomes
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance
Ongoing professional development
Local culture of support and positive recognition
About the Insurance Agent Role:
As an Insurance Agent at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored protection strategies. With the proper certifications, you can quickly advance your practice to offer comprehensive financial planning services to clients.
Our Unique Angle: Meticulous Training and Support
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
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.
$41k-63k yearly est. 1d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Springfield, IL?
The average finance service representative in Springfield, IL earns between $24,000 and $52,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Springfield, IL