Account Services Representative, Sr. provides superior customer service to account holders by responding to questions about their account and processing transactions and fills in as teller as needed. May process account openings, closings, and distributions following standard procedures and regulations. Being an Account Services Representative, Sr. resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative, Sr. identifies cross-selling opportunities as appropriate, and may refer customers to other bank resources. Requires a high school diploma or equivalent. Typically reports to a manager. The Account Services Representative, Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be an Account Services Representative, Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)
With a history dating back to 1925, Alliant Insurance Services is one of the nation’s leading distributors of diversified insurance products and services.
Operating through a national network of offices, Alliant provides property and casualty, workers’ compensation, employee benefits, surety, and financial products and services to more than 26,000 clients nationwide.
Alliant Insurance Services ranks among the 15 largest insurance brokerage firms in the United States. Position may be located in New York City, NY or Uniondale, NY.
SUMMARY Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business.
ESSENTIAL DUTIES AND RESPONSIBILITIES
We encourage you to explore what we have to offer. For immediate consideration for this position, please click on the SUBMIT RESUME button.
Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.
Last updated : 2024-02-23