97 Financial Account jobs in the United States
Financial Account Operations Specialist
Posted 1 day ago
Job Viewed
Job Description
**Location:** This role enables associates to work virtually full-time, with the exception of required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
_PLEASE NOTE: This position is not eligible for current or future VISA sponsorship._
The **Financial Account Operations Specialist** is responsible for performing diverse operational financial and policy activities related to monthly activities. You will support our Fully Insured Health Insurance Division for Large Groups. Interprets and communicates departmental and organizational policies and procedures.
**How you will make an Impact:**
+ Adheres to maintained internal controls and tracking reports for reconciliations and analysis.
+ Monitors and updates controls to ensure compliance.
+ Utilize advanced Excel skills to prepare payment histories and conduct comparisons to accurately bill clients and explain any balances due.
+ Enter information into the finance systems while maintaining rigorous internal controls and assisting in the preparation of tracking reports for reconciliations and detailed analysis.
+ Monitor and update compliance controls to ensure alignment with industry standards and organizational goals.
+ Conduct independent analysis to resolve complex and varied work process issues, contributing to the efficiency and accuracy of financial operations.
**Minimum Requirements:**
Requires H.S. Diploma or equivalent and minimum of 4 years relevant work experience; or any combination of education and experience, which would provide an equivalent background.
**Preferred Skills, Experiences and Competencies:**
+ Advanced Excel skills to include Pivot Table and VLookup functions.
+ Exposure to Tableau and VBA nice to have.
+ AA Degree in Accounting preferred.
+ Independent learner with a keen eye for detail, capable of interpreting and communicating departmental and organizational policies and procedures effectively.
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact for assistance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
Financial Account Operations Specialist
Posted 1 day ago
Job Viewed
Job Description
**Location:** This role enables associates to work virtually full-time, with the exception of required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
_PLEASE NOTE: This position is not eligible for current or future VISA sponsorship._
The **Financial Account Operations Specialist** is responsible for performing diverse operational financial and policy activities related to monthly activities. You will support our Fully Insured Health Insurance Division for Large Groups. Interprets and communicates departmental and organizational policies and procedures.
**How you will make an Impact:**
+ Adheres to maintained internal controls and tracking reports for reconciliations and analysis.
+ Monitors and updates controls to ensure compliance.
+ Utilize advanced Excel skills to prepare payment histories and conduct comparisons to accurately bill clients and explain any balances due.
+ Enter information into the finance systems while maintaining rigorous internal controls and assisting in the preparation of tracking reports for reconciliations and detailed analysis.
+ Monitor and update compliance controls to ensure alignment with industry standards and organizational goals.
+ Conduct independent analysis to resolve complex and varied work process issues, contributing to the efficiency and accuracy of financial operations.
**Minimum Requirements:**
Requires H.S. Diploma or equivalent and minimum of 4 years relevant work experience; or any combination of education and experience, which would provide an equivalent background.
**Preferred Skills, Experiences and Competencies:**
+ Advanced Excel skills to include Pivot Table and VLookup functions.
+ Exposure to Tableau and VBA nice to have.
+ AA Degree in Accounting preferred.
+ Independent learner with a keen eye for detail, capable of interpreting and communicating departmental and organizational policies and procedures effectively.
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact for assistance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
Financial Account Operations Specialist
Posted 1 day ago
Job Viewed
Job Description
**Location:** This role enables associates to work virtually full-time, with the exception of required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
_PLEASE NOTE: This position is not eligible for current or future VISA sponsorship._
The **Financial Account Operations Specialist** is responsible for performing diverse operational financial and policy activities related to monthly activities. You will support our Fully Insured Health Insurance Division for Large Groups. Interprets and communicates departmental and organizational policies and procedures.
**How you will make an Impact:**
+ Adheres to maintained internal controls and tracking reports for reconciliations and analysis.
+ Monitors and updates controls to ensure compliance.
+ Utilize advanced Excel skills to prepare payment histories and conduct comparisons to accurately bill clients and explain any balances due.
+ Enter information into the finance systems while maintaining rigorous internal controls and assisting in the preparation of tracking reports for reconciliations and detailed analysis.
+ Monitor and update compliance controls to ensure alignment with industry standards and organizational goals.
+ Conduct independent analysis to resolve complex and varied work process issues, contributing to the efficiency and accuracy of financial operations.
**Minimum Requirements:**
Requires H.S. Diploma or equivalent and minimum of 4 years relevant work experience; or any combination of education and experience, which would provide an equivalent background.
**Preferred Skills, Experiences and Competencies:**
+ Advanced Excel skills to include Pivot Table and VLookup functions.
+ Exposure to Tableau and VBA nice to have.
+ AA Degree in Accounting preferred.
+ Independent learner with a keen eye for detail, capable of interpreting and communicating departmental and organizational policies and procedures effectively.
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact for assistance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
Financial Account Operations Specialist
Posted 1 day ago
Job Viewed
Job Description
**Location:** This role enables associates to work virtually full-time, with the exception of required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
_PLEASE NOTE: This position is not eligible for current or future VISA sponsorship._
The **Financial Account Operations Specialist** is responsible for performing diverse operational financial and policy activities related to monthly activities. You will support our Fully Insured Health Insurance Division for Large Groups. Interprets and communicates departmental and organizational policies and procedures.
**How you will make an Impact:**
+ Adheres to maintained internal controls and tracking reports for reconciliations and analysis.
+ Monitors and updates controls to ensure compliance.
+ Utilize advanced Excel skills to prepare payment histories and conduct comparisons to accurately bill clients and explain any balances due.
+ Enter information into the finance systems while maintaining rigorous internal controls and assisting in the preparation of tracking reports for reconciliations and detailed analysis.
+ Monitor and update compliance controls to ensure alignment with industry standards and organizational goals.
+ Conduct independent analysis to resolve complex and varied work process issues, contributing to the efficiency and accuracy of financial operations.
**Minimum Requirements:**
Requires H.S. Diploma or equivalent and minimum of 4 years relevant work experience; or any combination of education and experience, which would provide an equivalent background.
**Preferred Skills, Experiences and Competencies:**
+ Advanced Excel skills to include Pivot Table and VLookup functions.
+ Exposure to Tableau and VBA nice to have.
+ AA Degree in Accounting preferred.
+ Independent learner with a keen eye for detail, capable of interpreting and communicating departmental and organizational policies and procedures effectively.
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact for assistance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
Financial Account Operations Specialist
Posted 1 day ago
Job Viewed
Job Description
**Location:** This role enables associates to work virtually full-time, with the exception of required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
_PLEASE NOTE: This position is not eligible for current or future VISA sponsorship._
The **Financial Account Operations Specialist** is responsible for performing diverse operational financial and policy activities related to monthly activities. You will support our Fully Insured Health Insurance Division for Large Groups. Interprets and communicates departmental and organizational policies and procedures.
**How you will make an Impact:**
+ Adheres to maintained internal controls and tracking reports for reconciliations and analysis.
+ Monitors and updates controls to ensure compliance.
+ Utilize advanced Excel skills to prepare payment histories and conduct comparisons to accurately bill clients and explain any balances due.
+ Enter information into the finance systems while maintaining rigorous internal controls and assisting in the preparation of tracking reports for reconciliations and detailed analysis.
+ Monitor and update compliance controls to ensure alignment with industry standards and organizational goals.
+ Conduct independent analysis to resolve complex and varied work process issues, contributing to the efficiency and accuracy of financial operations.
**Minimum Requirements:**
Requires H.S. Diploma or equivalent and minimum of 4 years relevant work experience; or any combination of education and experience, which would provide an equivalent background.
**Preferred Skills, Experiences and Competencies:**
+ Advanced Excel skills to include Pivot Table and VLookup functions.
+ Exposure to Tableau and VBA nice to have.
+ AA Degree in Accounting preferred.
+ Independent learner with a keen eye for detail, capable of interpreting and communicating departmental and organizational policies and procedures effectively.
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact for assistance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
Financial Account Operations Specialist
Posted 1 day ago
Job Viewed
Job Description
**Location:** This role enables associates to work virtually full-time, with the exception of required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
_PLEASE NOTE: This position is not eligible for current or future VISA sponsorship._
The **Financial Account Operations Specialist** is responsible for performing diverse operational financial and policy activities related to monthly activities. You will support our Fully Insured Health Insurance Division for Large Groups. Interprets and communicates departmental and organizational policies and procedures.
**How you will make an Impact:**
+ Adheres to maintained internal controls and tracking reports for reconciliations and analysis.
+ Monitors and updates controls to ensure compliance.
+ Utilize advanced Excel skills to prepare payment histories and conduct comparisons to accurately bill clients and explain any balances due.
+ Enter information into the finance systems while maintaining rigorous internal controls and assisting in the preparation of tracking reports for reconciliations and detailed analysis.
+ Monitor and update compliance controls to ensure alignment with industry standards and organizational goals.
+ Conduct independent analysis to resolve complex and varied work process issues, contributing to the efficiency and accuracy of financial operations.
**Minimum Requirements:**
Requires H.S. Diploma or equivalent and minimum of 4 years relevant work experience; or any combination of education and experience, which would provide an equivalent background.
**Preferred Skills, Experiences and Competencies:**
+ Advanced Excel skills to include Pivot Table and VLookup functions.
+ Exposure to Tableau and VBA nice to have.
+ AA Degree in Accounting preferred.
+ Independent learner with a keen eye for detail, capable of interpreting and communicating departmental and organizational policies and procedures effectively.
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact for assistance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
Financial Account Representative State Farm Agent Team Member
Posted today
Job Viewed
Job Description
Job Description
Benefits:
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Account Representative State Farm Agent Team Member with Laura Huerta - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Bachelor's degree in finance, economics, accounting, or a related field.
- Must be able to obtain relevant financial service licenses.
- Proven experience working as a financial services representative.
- Sound knowledge of financial legislation.
- Proficiency in Microsoft Office applications.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals/quotas preferred
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Health benefits
- Profit sharing
- Growth potential/Opportunity for advancement within my office
Flexible work from home options available.
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Financial Account Representative State Farm Agent Team Member
Posted today
Job Viewed
Job Description
Job Description
Benefits:
- Bonus based on performance
- Paid time off
- Training & development
- Opportunity for advancement
ROLE DESCRIPTION:
As a Financial Account Rep with Ryan Scott State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Bachelor's degree in finance, economics, accounting, or a related field.
- Must be able to obtain relevant financial service licenses.
- Proven experience working as a financial services representative.
- Sound knowledge of financial legislation.
- Proficiency in Microsoft Office applications.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals/quotas preferred
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Health benefits
- Profit sharing
- Growth potential/Opportunity for advancement within my office
Financial Account Representative State Farm Agent Team Member
Posted today
Job Viewed
Job Description
Job Description
Benefits:
- Bonus based on performance
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
Amy Holstein - State Farm Agent is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As Financial Account Representative State Farm Agent Team Member with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as a motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income.
We look forward to incorporating your energy and marketing perspective into our team as we build success together.
RESPONSIBILITIES:
- Establish customer relationships and follow up with customers, as needed.
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
- Dedicated to customer service
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Able to obtain Property and Casualty License - Able to obtain a Life/Health License
- Able to achieve mutually agreed upon marketing goals
- Interested in marketing products and services based on customer needs
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Growth potential/Opportunity for advancement within my office