- World Insurance Associates, LLC. (Waukesha, WI)
- …About World Investment Advisors World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry's premier ... of recommendations, implementation, and ongoing portfolio management - within a financial planning context. + Assist advisors and clients in completing application,… more
- WellSpan Health (Lewisburg, PA)
- …Hire Preferred **Knowledge, Skills, and Abilities:** + Excellent interpersonal/communications skills, insurance knowledge, computer skills, customer service ... and payer regulations. Represents the company in a professional manner using excellent customer service practices, adherence to policies and standards of work in… more
- Huntington National Bank (Denver, CO)
- …and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or ... customer service and sales in banking, financial services or goal driven retail sales,...provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance… more
- Banco Popular Puerto Rico (San Juan, PR)
- …Banking and Wealth Management to increase referrals. * Provides financial planning services by advising the customer on the advantages and disadvantages of ... self-managed * Adaptability to technology changes * Teamwork and customer service oriented * Attention to detail...backgrounds. We reaffirm our commitment to always offer essential financial services and solutions for our customers… more
- Nuvance Health (Danbury, CT)
- …to the position. Other Information: Required: HSD or equivalent. Data entry. Customer service experience required. Minimum Experience: six months. Desired: ... referrals, pre- certification letters etc. 5. Advises other areas of updated insurance information and claim denials; ie, registration. 6. Follows through with… more
- Nuvance Health (Danbury, CT)
- …Position Description P Other Information: Required: HSD or equivalent. Data entry. Customer service experience required. Minimum Experience: six months Desired: ... referrals, pre-certification letters etc. 5. Advises other areas of updated insurance information and claim denials; ie, registration. 6. Follows through with… more
- Houston Methodist (Houston, TX)
- …patients, physicians, family members and co-workers in a manner consistent with a customer service focus and application of positive language principles + ... At Houston Methodist, the Financial Counselor position is responsible for screening patients...of the healthcare team and assures delivery of excellent customer service to all patients, visitors, physicians,… more
- PNC (Dayton, OH)
- …a differentiated customer experience. + Sells the bank's products and services to existing and prospective clients outside of branch in non-PNC locations, ... PNC Investment, PNC Mortgage, and other consumer loan solutions) based on clients' financial needs and goals. + Grows customer household relationships through… more
- TD Bank (Greenville, SC)
- …activities (eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services , etc.) + Ensures all Continuing Education requirements are ... day account servicing. **Depth & Scope:** + Analyzes client's financial information to determine appropriate investment and insurance...banking experience or are just starting your career in financial services , we can help you realize… more
- PNC (Tampa, FL)
- …Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales ... and have an opportunity to contribute to the company's success. As a Financial Wellness Consultant, within PNC's Organizational Financial Wellness, you will be… more