Account Services Representative, Sr. jobs in New York

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)

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Account representative
  • alliant_commercial_realty_services
  • Uniondale, NY FULL_TIME
  • 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

    • Discusses strategy with producer or supervisor for surety new placements;
    • Executes a variety of bonds and analyzes bonds to ensure proper execution;
    • Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;
    • Gathers information for applications for specific bond types;
    • Submits new submissions to underwriters for approval;
    • Researches requests for information from underwriters;
    • Invoices all transactions, to include Over / Under runs, new bonds, endorsements, renewals, etc.;
    • Composes correspondence to insured and / or underwriters;
    • Creates letters, and other forms of correspondence;
    • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
    • Other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE Associates degree or equivalent combination of education and experience 1-2 years related work experience Valid insurance license and completion of one insurance class required Must continue to meet Continuing Education requirements for license renewal Encouraged to complete Career Path requirements as communicated by supervisor SKILLS Extremely efficient organization and prioritization skills Ability to manage high levels of workload while adhering to company guidelines Great problem solving and time management skills Ability to multi-task and work in a fast paced environment Excellent customer service skills, including telephone and listening skills Ability to work within a team and to foster teamwork Strong work ethicProficient in Microsoft Office Suite Intermediate typing skills (30-35 wpm) We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package.

    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

  • 1 Month Ago

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Sr. Account Executive, Consumer Services
  • Amazon
  • New York, NY FULL_TIME
  • DESCRIPTIONAmazon Advertising operates at the intersection of e-commerce and advertising, offering a rich array of digital advertising solutions with the goal of helping our customers find and discove...
  • Just Posted

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Sr. Strategic Account Manager, Amazon Publisher Services
  • Amazon
  • NY, NY FULL_TIME
  • DESCRIPTIONAmazon Publisher Services (APS) helps digital publishers around the world build and grow thriving businesses. We provide services and advanced technologies to web, mobile app, and streaming...
  • 3 Days Ago

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Sr. Account Executive, Consumer Services & Public Sector
  • Amazon
  • New York, NY FULL_TIME
  • DESCRIPTIONAmazon Advertising operates at the intersection of e-commerce and advertising, offering a rich array of digital advertising solutions with the goal of helping our customers find and discove...
  • Just Posted

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Account Representative - NY
  • Liquidity Services, Inc.
  • Albany, NY OTHER
  • Company Overview Liquidity Services, Inc. (NASDAQ: LQDT) (“LSI”) is the world’s largest B2B e-commerce marketplace for surplus assets. LSI has been on the forefront of environmental sustainability pra...
  • 19 Days Ago

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Small Account Sales Representative
  • Council Services Plus, Inc.
  • Albany, NY FULL_TIME
  • Small Account Sales Representative COUNCIL SERVICES PLUS, INC.- Insurance Solutions for Today’s Nonprofits - COMPANY CS Plus is a full service insurance agency dedicated to helping nonprofits understa...
  • 4 Days Ago

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Account Service Representative (Remote)
  • remoteworkingmomlife.com
  • Las Vegas, NV
  • **Account Service Representative (Remote)** ** Las Vegas, NV 1 month ago Be among the first 25 applicants** ** Welcome b...
  • 3/29/2024 12:00:00 AM

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Account Service Representative
  • Wil Fischer Distributing Companies
  • Lenexa, KS
  • Job Description Job Description Account Service Representative ~ $500 Sign-On Bonus Department: Sales Location: Kansas C...
  • 3/28/2024 12:00:00 AM

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Account Service Representative
  • House of Wu
  • Fort Myers, FL
  • Job Description Job Description For over 30 years, House of Wu has been a beacon in the bridal and evening dress manufac...
  • 3/27/2024 12:00:00 AM

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Account Service Representative
  • CPD Distribution LLC DBA
  • Troy, MI
  • Job Description Job Description Zimmer Biomet Great Lakes is an independent distributor of Zimmer Biomet, Inc. based in ...
  • 3/27/2024 12:00:00 AM

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Account Service Representative
  • Nkywater
  • **Position:** Account Service Representative **Location:** Erlanger, KY **Job Id:** 235 **# of Openings:** 1 **Account S...
  • 3/26/2024 12:00:00 AM

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Account Service Representative
  • Henderson Brothers, Inc.
  • Pittsburgh, PA
  • General Application Location: Pittsburgh, PA Type: Full TimeMin. Experience: Mid Level While we have specific openings o...
  • 3/26/2024 12:00:00 AM

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Account Service Representative
  • Career Personnel Services
  • Birmingham, AL
  • Job Description Job Description Are you ready to start your new career in 2024??!!! A highly reputable and successful in...
  • 3/25/2024 12:00:00 AM

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Account Service Representative
  • Earthquakes Soccer, Llc
  • **Account Service Representative - San Jose Earthquakes (San Jose CA)** San Jose Earthquakes jobs Sports Jobs in San Jos...
  • 3/25/2024 12:00:00 AM

New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States. New York covers 54,555 square miles (141,300 km2) and ranks as the 27th largest state by size.[3] The highest elevation in New York is Mount Marcy in the Adirondacks, at 5,344 feet (1,629 meters) above sea level; while the state's lowest point is at sea level, on the Atlantic Ocean. In contrast with New York City's urban landscape, the vast majority of the state's geographic area is dominated by meadows, forests, rivers, farms, mountains, and lakes. Most of...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Account Services Representative, Sr. jobs
$47,601 to $60,333

Account Services Representative, Sr. in Danbury, CT
Responsible for assisting Boston Sales Representatives with day to day sales activities.
November 28, 2019
Account Services Representative, Sr. in Dothan, AL
Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.
November 28, 2019
Account Services Representative, Sr. in Greenville, MS
Account service representative is similar to customer service representative.
December 28, 2019