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inbound sales consultant
Personal Banker
BECU Bainbridge Island, Washington
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our "people helping people" philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU. PAY RANGE The Target Pay Range for this position is $26-$28 hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. BENEFITS Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Employees have access to disability and AD&D insurance. We also offer health care and dependent care flexible spending accounts, as well as health savings accounts, to eligible employees. Employees are able to enroll in our company's 401k plan and employer-funded retirement plan. Newly hired employees accrue 6.16 hours of paid time off (PTO) on a per pay period basis based on hours worked (up to a maximum of 160 PTO hours per year) and receive ten paid holidays throughout the calendar year. Additional details regarding BECU Benefits can be found here . I MPACT YOU'LL MAKE : As a Member Consultant II, you will play a key role in delivering a seamless and high-quality member experience. Your expertise in BECU's products will allow you to identify , diagnose, and address members' consumer financial needs and refer them to specialized services when necessary. You will serve as a subject matter expert, resolving our members' needs and providing expertise in specialized financial services. WHAT YOU'LL DO : Exceptional Member Experience and Sales Consultation: Utilize product knowledge to provide excellent customer service and sales, including areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts. Sign all line and loan documents that originate through outbound/inbound call center, ensuring each Member's needs are fulfilled. Assisting the community with financial wellness : This could involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources. Compensation Transparency: We believe in fair and equitable pay for all employees. The listed pay ranges reflect our commitment to both internal equity and market competitiveness: Member Consultant: $26.00 - $27.00 per hour Offers are made within this range, taking into account experience, skills, and alignment with internal team compensation. Please note that starting pay typically does not exceed the range midpoint. About This Position: By applying to this role, you're expressing interest in joining the Sound View District. Travel Expectations: Primary location of this role will be the Bainbridge Island Neighborhood Financial Center. Training will also take place at our Tukwila Financial Center. Reliable transportation and commitment/ability to travel to Tukwila and Bainbridge Island NFC (and other financial centers as needed) listed above required. Training Schedule: 12 weeks, Monday-Friday Flexible shifts between 8:00 AM - 6:30 PM Post-Training Schedule: Flexible shifts between Monday-Friday: 8:00 AM - 6:30 PM Up to 3 Saturdays per month: 8:30 AM - 1:30 PM QUALIFICATIONS : Minimum Qualifications: Bachelor's Degree or equivalent related experience Minimum two years of experience in a sales-oriented, financial, or retail environment Desired Qualifications: One year of experience in a financial institution Thorough understanding of the sales process and ability to manage a sales pipeline efficiently Strong proficiency and comfort level with learning new systems and programs ; with the ability to navigate multiple systems simultaneously Ability to successfully complete 12-week in-house training program after hire Comprehensive understanding and knowledge of Credit Union key objectives , product and service solutions Knowledge of state and federal laws and regulations pertaining to membership, deposit, and loan products and services offered. Proficient verbal and written communication skills to enable daily communication with Member s Proficient math aptitude and analytical skills P roblem resolution, negotiating, organization, multi- tasking and peer coaching skills Ability to work flexible shifts JOIN THE JOURNEY Ready to make an indelible impact? Eager to be a part of a collaborative and innovative team where your ideas and contributions don't just fill a role, but fuel the growth and success of BECU? This is more than a job - it's a chance to elevate your career, skills, and future, all while contributing to the robust technological landscape of BECU. Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let's achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now . # BECU # YourGrowth EEO Statement: BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.
09/05/2025
Full time
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our "people helping people" philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU. PAY RANGE The Target Pay Range for this position is $26-$28 hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. BENEFITS Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Employees have access to disability and AD&D insurance. We also offer health care and dependent care flexible spending accounts, as well as health savings accounts, to eligible employees. Employees are able to enroll in our company's 401k plan and employer-funded retirement plan. Newly hired employees accrue 6.16 hours of paid time off (PTO) on a per pay period basis based on hours worked (up to a maximum of 160 PTO hours per year) and receive ten paid holidays throughout the calendar year. Additional details regarding BECU Benefits can be found here . I MPACT YOU'LL MAKE : As a Member Consultant II, you will play a key role in delivering a seamless and high-quality member experience. Your expertise in BECU's products will allow you to identify , diagnose, and address members' consumer financial needs and refer them to specialized services when necessary. You will serve as a subject matter expert, resolving our members' needs and providing expertise in specialized financial services. WHAT YOU'LL DO : Exceptional Member Experience and Sales Consultation: Utilize product knowledge to provide excellent customer service and sales, including areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts. Sign all line and loan documents that originate through outbound/inbound call center, ensuring each Member's needs are fulfilled. Assisting the community with financial wellness : This could involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources. Compensation Transparency: We believe in fair and equitable pay for all employees. The listed pay ranges reflect our commitment to both internal equity and market competitiveness: Member Consultant: $26.00 - $27.00 per hour Offers are made within this range, taking into account experience, skills, and alignment with internal team compensation. Please note that starting pay typically does not exceed the range midpoint. About This Position: By applying to this role, you're expressing interest in joining the Sound View District. Travel Expectations: Primary location of this role will be the Bainbridge Island Neighborhood Financial Center. Training will also take place at our Tukwila Financial Center. Reliable transportation and commitment/ability to travel to Tukwila and Bainbridge Island NFC (and other financial centers as needed) listed above required. Training Schedule: 12 weeks, Monday-Friday Flexible shifts between 8:00 AM - 6:30 PM Post-Training Schedule: Flexible shifts between Monday-Friday: 8:00 AM - 6:30 PM Up to 3 Saturdays per month: 8:30 AM - 1:30 PM QUALIFICATIONS : Minimum Qualifications: Bachelor's Degree or equivalent related experience Minimum two years of experience in a sales-oriented, financial, or retail environment Desired Qualifications: One year of experience in a financial institution Thorough understanding of the sales process and ability to manage a sales pipeline efficiently Strong proficiency and comfort level with learning new systems and programs ; with the ability to navigate multiple systems simultaneously Ability to successfully complete 12-week in-house training program after hire Comprehensive understanding and knowledge of Credit Union key objectives , product and service solutions Knowledge of state and federal laws and regulations pertaining to membership, deposit, and loan products and services offered. Proficient verbal and written communication skills to enable daily communication with Member s Proficient math aptitude and analytical skills P roblem resolution, negotiating, organization, multi- tasking and peer coaching skills Ability to work flexible shifts JOIN THE JOURNEY Ready to make an indelible impact? Eager to be a part of a collaborative and innovative team where your ideas and contributions don't just fill a role, but fuel the growth and success of BECU? This is more than a job - it's a chance to elevate your career, skills, and future, all while contributing to the robust technological landscape of BECU. Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let's achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now . # BECU # YourGrowth EEO Statement: BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Teller
BECU Bainbridge Island, Washington
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our "people helping people" philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU. PAY RANGE The Target Pay Range for this position is $26-$28 hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. BENEFITS Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Employees have access to disability and AD&D insurance. We also offer health care and dependent care flexible spending accounts, as well as health savings accounts, to eligible employees. Employees are able to enroll in our company's 401k plan and employer-funded retirement plan. Newly hired employees accrue 6.16 hours of paid time off (PTO) on a per pay period basis based on hours worked (up to a maximum of 160 PTO hours per year) and receive ten paid holidays throughout the calendar year. Additional details regarding BECU Benefits can be found here . I MPACT YOU'LL MAKE : As a Member Consultant II, you will play a key role in delivering a seamless and high-quality member experience. Your expertise in BECU's products will allow you to identify , diagnose, and address members' consumer financial needs and refer them to specialized services when necessary. You will serve as a subject matter expert, resolving our members' needs and providing expertise in specialized financial services. WHAT YOU'LL DO : Exceptional Member Experience and Sales Consultation: Utilize product knowledge to provide excellent customer service and sales, including areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts. Sign all line and loan documents that originate through outbound/inbound call center, ensuring each Member's needs are fulfilled. Assisting the community with financial wellness : This could involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources. Compensation Transparency: We believe in fair and equitable pay for all employees. The listed pay ranges reflect our commitment to both internal equity and market competitiveness: Member Consultant: $26.00 - $27.00 per hour Offers are made within this range, taking into account experience, skills, and alignment with internal team compensation. Please note that starting pay typically does not exceed the range midpoint. About This Position: By applying to this role, you're expressing interest in joining the Sound View District. Travel Expectations: Primary location of this role will be the Bainbridge Island Neighborhood Financial Center. Training will also take place at our Tukwila Financial Center. Reliable transportation and commitment/ability to travel to Tukwila and Bainbridge Island NFC (and other financial centers as needed) listed above required. Training Schedule: 12 weeks, Monday-Friday Flexible shifts between 8:00 AM - 6:30 PM Post-Training Schedule: Flexible shifts between Monday-Friday: 8:00 AM - 6:30 PM Up to 3 Saturdays per month: 8:30 AM - 1:30 PM QUALIFICATIONS : Minimum Qualifications: Bachelor's Degree or equivalent related experience Minimum two years of experience in a sales-oriented, financial, or retail environment Desired Qualifications: One year of experience in a financial institution Thorough understanding of the sales process and ability to manage a sales pipeline efficiently Strong proficiency and comfort level with learning new systems and programs ; with the ability to navigate multiple systems simultaneously Ability to successfully complete 12-week in-house training program after hire Comprehensive understanding and knowledge of Credit Union key objectives , product and service solutions Knowledge of state and federal laws and regulations pertaining to membership, deposit, and loan products and services offered. Proficient verbal and written communication skills to enable daily communication with Member s Proficient math aptitude and analytical skills P roblem resolution, negotiating, organization, multi- tasking and peer coaching skills Ability to work flexible shifts JOIN THE JOURNEY Ready to make an indelible impact? Eager to be a part of a collaborative and innovative team where your ideas and contributions don't just fill a role, but fuel the growth and success of BECU? This is more than a job - it's a chance to elevate your career, skills, and future, all while contributing to the robust technological landscape of BECU. Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let's achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now . # BECU # YourGrowth EEO Statement: BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.
09/03/2025
Full time
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our "people helping people" philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU. PAY RANGE The Target Pay Range for this position is $26-$28 hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. BENEFITS Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Employees have access to disability and AD&D insurance. We also offer health care and dependent care flexible spending accounts, as well as health savings accounts, to eligible employees. Employees are able to enroll in our company's 401k plan and employer-funded retirement plan. Newly hired employees accrue 6.16 hours of paid time off (PTO) on a per pay period basis based on hours worked (up to a maximum of 160 PTO hours per year) and receive ten paid holidays throughout the calendar year. Additional details regarding BECU Benefits can be found here . I MPACT YOU'LL MAKE : As a Member Consultant II, you will play a key role in delivering a seamless and high-quality member experience. Your expertise in BECU's products will allow you to identify , diagnose, and address members' consumer financial needs and refer them to specialized services when necessary. You will serve as a subject matter expert, resolving our members' needs and providing expertise in specialized financial services. WHAT YOU'LL DO : Exceptional Member Experience and Sales Consultation: Utilize product knowledge to provide excellent customer service and sales, including areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts. Sign all line and loan documents that originate through outbound/inbound call center, ensuring each Member's needs are fulfilled. Assisting the community with financial wellness : This could involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources. Compensation Transparency: We believe in fair and equitable pay for all employees. The listed pay ranges reflect our commitment to both internal equity and market competitiveness: Member Consultant: $26.00 - $27.00 per hour Offers are made within this range, taking into account experience, skills, and alignment with internal team compensation. Please note that starting pay typically does not exceed the range midpoint. About This Position: By applying to this role, you're expressing interest in joining the Sound View District. Travel Expectations: Primary location of this role will be the Bainbridge Island Neighborhood Financial Center. Training will also take place at our Tukwila Financial Center. Reliable transportation and commitment/ability to travel to Tukwila and Bainbridge Island NFC (and other financial centers as needed) listed above required. Training Schedule: 12 weeks, Monday-Friday Flexible shifts between 8:00 AM - 6:30 PM Post-Training Schedule: Flexible shifts between Monday-Friday: 8:00 AM - 6:30 PM Up to 3 Saturdays per month: 8:30 AM - 1:30 PM QUALIFICATIONS : Minimum Qualifications: Bachelor's Degree or equivalent related experience Minimum two years of experience in a sales-oriented, financial, or retail environment Desired Qualifications: One year of experience in a financial institution Thorough understanding of the sales process and ability to manage a sales pipeline efficiently Strong proficiency and comfort level with learning new systems and programs ; with the ability to navigate multiple systems simultaneously Ability to successfully complete 12-week in-house training program after hire Comprehensive understanding and knowledge of Credit Union key objectives , product and service solutions Knowledge of state and federal laws and regulations pertaining to membership, deposit, and loan products and services offered. Proficient verbal and written communication skills to enable daily communication with Member s Proficient math aptitude and analytical skills P roblem resolution, negotiating, organization, multi- tasking and peer coaching skills Ability to work flexible shifts JOIN THE JOURNEY Ready to make an indelible impact? Eager to be a part of a collaborative and innovative team where your ideas and contributions don't just fill a role, but fuel the growth and success of BECU? This is more than a job - it's a chance to elevate your career, skills, and future, all while contributing to the robust technological landscape of BECU. Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let's achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now . # BECU # YourGrowth EEO Statement: BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Zillow
Business Development Representative - Cincinnati, OH
Zillow Cincinnati, Ohio
About the team Dotloop is a collaboration platform that brings real estate agents, brokers and third-party providers into one workspace with their customers to complete transactions online, seamlessly. Dotloop is part of Zillow Group, whose mission is to build the largest, most trusted and vibrant home-related marketplace in the world. Our sales team is one of the best around. We are passionate, energetic and driven to exceed revenue goals while having fun. About the role The role of the Business Development Representative is to seek new business opportunities by contacting and developing relationships with potential customers and setting appointments for our Business Consultants. The role requires a growth mindset, high-level work ethic, and strong communication skills. You are motivated and results-driven and enjoy working in a team environment. To be successful in this role, you should have previous experience with CRM and marketing platforms. You will use your communication skills to cultivate strong top funnel relationships with prospects from first contact to secure appointments being at the frontline of our sales efforts. Responsibilities: * Generate new business opportunities by driving appointments for top-line revenue through appointment setting for business consultants. * Qualify prospects using lists, reports and through self-prospecting efforts. * Contact potential clients through cold calls, emails and inbounds. * Present our product and company to potential clients at a high level. * Build and maintain strong relationships with all decision makers. * Provide feedback to senior leadership on any roadblocks preventing acquisition efforts. * Assist marketing with conversion metrics on various lead generation inputs. * Provide additional resources to customers to increase retainment. This role has been categorized as a Hybrid position. "Hybrid" employees regularly work at an existing ZG corporate office for approximately 10 to 80 percent of their time each month, and the rest of the time they may work from a remote physical location of their choice within a reasonable commuting distance from the corporate office which must be identified to the Company in advance. The Recruiter and Hiring Manager will set expectations on the employee's preferred time in office. ZG has not defined a reasonable distance, and expects employees will use judgment in determining this for themselves and understand the implications re: time commitment and cost of daily commute. Who you are * Possess high energy, strong desire to achieve top results with a positive can-do attitude. * High ethical values and professionalism. * Ability to prioritize and utilize time management. * Aptitude for new technologies and innovation. * Excellent written/verbal communication skills. * Salesforce.com or other CRM experience preferred. * College Degree is preferred. In addition to a competitive base salary this position is also eligible for variable incentives and/or equity awards based on factors such as experience, performance and location. Get to know us Zillow is reimagining real estate to make it easier to unlock life's next chapter. As the most-visited real estate website in the United States, Zillow® and its affiliates offer customers an on-demand experience for selling, buying, renting or financing with transparency and nearly seamless end-to-end service. Millions of people visit Zillow and its affiliate sites every month to start their home search, and now they can rely on Zillow to help them finish it - and no matter what job you're in, you will play a critical role in making this vision a reality. At Zillow, we're powered by our innovative and inclusive work culture, where everyone has the flexibility, support and resources to do the best work of their careers. Our efforts to streamline the real estate transaction is supported by our passion to redefine the employee experience, a deep-rooted culture of innovation, a fundamental commitment to Equity and Belonging, and [world-class benefits](). But don't just take our word for it. Read our reviews on [Glassdoor](,17.htm) and recent recognition from multiple organizations, including: [Fortuneâ??s 100 Best Companies to Work For ® List 2021]() Bloomberg Gender-Equality Index 2021, Human Rights Campaign (HRC) Corporate Equity Index and HRC's Best Place to Work for LGBTQ Equality 2021, Fortune Best Workplaces for Technology 2020, Fortune Best Workplaces for Millennials 2020, Fortune Best Workplaces for Parents 2020, and the Deloitte Technology Fast 500. Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at . Applicants who receive job offers from Zillow Group will be asked to sign a Proprietary Rights Agreement which includes confidentiality, intellectual property assignment, customer and employee non-solicitation, and non-competition provisions. If you are contacted for a role at Zillow Group and wish to review a copy of the Proprietary Rights Agreement prior to receiving an offer, you may request a copy from your Recruiter. [See what information we collect about you.]() Requirements: Zillow
09/24/2021
About the team Dotloop is a collaboration platform that brings real estate agents, brokers and third-party providers into one workspace with their customers to complete transactions online, seamlessly. Dotloop is part of Zillow Group, whose mission is to build the largest, most trusted and vibrant home-related marketplace in the world. Our sales team is one of the best around. We are passionate, energetic and driven to exceed revenue goals while having fun. About the role The role of the Business Development Representative is to seek new business opportunities by contacting and developing relationships with potential customers and setting appointments for our Business Consultants. The role requires a growth mindset, high-level work ethic, and strong communication skills. You are motivated and results-driven and enjoy working in a team environment. To be successful in this role, you should have previous experience with CRM and marketing platforms. You will use your communication skills to cultivate strong top funnel relationships with prospects from first contact to secure appointments being at the frontline of our sales efforts. Responsibilities: * Generate new business opportunities by driving appointments for top-line revenue through appointment setting for business consultants. * Qualify prospects using lists, reports and through self-prospecting efforts. * Contact potential clients through cold calls, emails and inbounds. * Present our product and company to potential clients at a high level. * Build and maintain strong relationships with all decision makers. * Provide feedback to senior leadership on any roadblocks preventing acquisition efforts. * Assist marketing with conversion metrics on various lead generation inputs. * Provide additional resources to customers to increase retainment. This role has been categorized as a Hybrid position. "Hybrid" employees regularly work at an existing ZG corporate office for approximately 10 to 80 percent of their time each month, and the rest of the time they may work from a remote physical location of their choice within a reasonable commuting distance from the corporate office which must be identified to the Company in advance. The Recruiter and Hiring Manager will set expectations on the employee's preferred time in office. ZG has not defined a reasonable distance, and expects employees will use judgment in determining this for themselves and understand the implications re: time commitment and cost of daily commute. Who you are * Possess high energy, strong desire to achieve top results with a positive can-do attitude. * High ethical values and professionalism. * Ability to prioritize and utilize time management. * Aptitude for new technologies and innovation. * Excellent written/verbal communication skills. * Salesforce.com or other CRM experience preferred. * College Degree is preferred. In addition to a competitive base salary this position is also eligible for variable incentives and/or equity awards based on factors such as experience, performance and location. Get to know us Zillow is reimagining real estate to make it easier to unlock life's next chapter. As the most-visited real estate website in the United States, Zillow® and its affiliates offer customers an on-demand experience for selling, buying, renting or financing with transparency and nearly seamless end-to-end service. Millions of people visit Zillow and its affiliate sites every month to start their home search, and now they can rely on Zillow to help them finish it - and no matter what job you're in, you will play a critical role in making this vision a reality. At Zillow, we're powered by our innovative and inclusive work culture, where everyone has the flexibility, support and resources to do the best work of their careers. Our efforts to streamline the real estate transaction is supported by our passion to redefine the employee experience, a deep-rooted culture of innovation, a fundamental commitment to Equity and Belonging, and [world-class benefits](). But don't just take our word for it. Read our reviews on [Glassdoor](,17.htm) and recent recognition from multiple organizations, including: [Fortuneâ??s 100 Best Companies to Work For ® List 2021]() Bloomberg Gender-Equality Index 2021, Human Rights Campaign (HRC) Corporate Equity Index and HRC's Best Place to Work for LGBTQ Equality 2021, Fortune Best Workplaces for Technology 2020, Fortune Best Workplaces for Millennials 2020, Fortune Best Workplaces for Parents 2020, and the Deloitte Technology Fast 500. Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at . Applicants who receive job offers from Zillow Group will be asked to sign a Proprietary Rights Agreement which includes confidentiality, intellectual property assignment, customer and employee non-solicitation, and non-competition provisions. If you are contacted for a role at Zillow Group and wish to review a copy of the Proprietary Rights Agreement prior to receiving an offer, you may request a copy from your Recruiter. [See what information we collect about you.]() Requirements: Zillow
Insurance Sales & Engagement Advisor (Work From Home)
The Travelers Companies, Inc. Denver, Colorado
Company Summary Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Target Openings 5 Job Description Summary Begin your career at Travelers as an Insurance Sales & Engagement Advisor! We are looking for individuals who have exceptional sales and/or customer service experience. Qualified applicants must have a positive attitude, strong communication, analytical and computer skills as well as the ability to multi-task in a high-volume call center environment. We offer a competitive compensation and benefit package starting day one! Compensation includes an annual base pay between $33K-35K, depending on location, with an uncapped monthly sales incentive program where top performers can earn an additional $20K+. As part of your training, there will be dedicated time to prepare for your state licensing exam. If you pass on the 1st attempt and you obtain issue authority, you will be eligible for a $500 bonus to be paid after 90 days of employment. In this position you will interact with our existing customers and provide information about our products, as well as make recommendations on additional lines of business that best our customers. Our collaborative work environment allows for our Associates to continuously develop themselves further to provide the absolute best customer service possible. In this role you will gain an understanding of our Personal Insurance products through our comprehensive paid training program allowing you to become an expert in Travelers Personal Insurance. This position focuses on retaining our existing customers. The ideal candidate will be motivated to assist our customers find the insurance coverage they feel most comfortable with. The work schedule is Monday-Friday, from 10:00 a.m. - 7:00 p.m. EST with the first 12 weeks being dedicated to on-the-job training. Following completion of training, Associates are required to work 1 Saturday every 4th week and 2 holidays per year. This is a Work From Home opportunity. As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including an accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration. This job works under direct supervision and does not manage others. Primary Job Duties & Responsibilities Working toward: Successful attainment of State insurance P & C license and all required non-resident licenses. Successful completion of the Retention Sales training curriculum. Successful completion of Transition Academy (2 month transition period for Retention Sales Associate Trainee transitioning to Retention Sales Associate). Obtain Issue Authority for all lines of business sold in PI Learn to establish rapport and provide a superior customer experience with current customers Develop working product, underwriting and sales/customer service knowledge to counsel, retain and sell available insurance products. Learn to solicit all information necessary to produce a quote, retain the business and close sales. Learn to develop underwriting exposures and make pricing decisions or recommendations to Underwriter (as appropriate). Learn to represent Travelers in a positive manner, while building customer rapport. Develop basic telemarketing, customer service, retention, sales and systems skills, build knowledge of underwriting criteria and guidelines, and increase product knowledge. Take inbound and make outbound calls Understand the Travelers - retention sales work flow and areas of focus to add customer value. Will receive guidance from Senior Retention Associate or manager. Learning to demonstrate strong active listening skills to identify customer problems or objections. Learn to handle objections professionally while clearly articulating relevant product and corporate features, benefits, and value to the consumer, based on developing working product knowledge. May require guidance from Senior Retention Associate or manager. Achieve and maintain the minimum required quality and underwriting metrics while consistently striving to improve. Receive and implement constructive feedback in the form of professional coaching. Minimum Qualifications High school diploma or GED Education, Work Experience, & Knowledge Prior call center experience preferred Sales/Retention experience preferred Familiarity with Personal Insurance Products preferred Good verbal communication skills Good computer keyboard skills Developing system navigation skills Licensing or Certificates Travelers is committed to a positive customer experience that exceeds expectations and to meeting all compliance requirements. As a result, Travelers requires that all Sales Counselors/Consultants/Coverage Specialists obtain and maintain an insurance license (either Property and Casualty or Personal Lines) in your resident state. In addition, a nonresident license is required for each state in which incumbent will be conducting business. Each state will evaluate any/all criminal and financial background incidents to determine license eligibility. Applicants with a felony conviction or pending/unresolved court cases may not qualify for licenses in all required states. It is incumbents' responsibility to provide any/all required court documents needed to obtain your license(s). Travelers does not pay for and/or reimburse the cost or time needed to obtain any documents necessary to complete licensing applications. Failure to obtain any required licenses within six (6) months from date of hire may result in termination of employment. Job Specific Technical Skills & Competencies Able to multi-task within a high volume sales center environment Ability to make wise decisions quickly and efficiently in a fast paced environment. Basic sales skills or aptitude Ability to obtain Property/Casualty Insurance License Able to work flexible schedules including occasional nights and weekends Adaptable to change Strong math and problem solving skills Desire to succeed with proven track record of success Decisive judgment, resiliency and integrity Positive and professional demeanor Additional Information •The salary range in Colorado for this position is $31,200 to $46,7000. •To learn more about our comprehensive benefit programs please visit. •All employees are eligible for performance-based cash awards, either through Travelers annual bonus program or through the Reward and Recognition (R&R) program. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. Experience : 0
09/22/2021
Full time
Company Summary Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Target Openings 5 Job Description Summary Begin your career at Travelers as an Insurance Sales & Engagement Advisor! We are looking for individuals who have exceptional sales and/or customer service experience. Qualified applicants must have a positive attitude, strong communication, analytical and computer skills as well as the ability to multi-task in a high-volume call center environment. We offer a competitive compensation and benefit package starting day one! Compensation includes an annual base pay between $33K-35K, depending on location, with an uncapped monthly sales incentive program where top performers can earn an additional $20K+. As part of your training, there will be dedicated time to prepare for your state licensing exam. If you pass on the 1st attempt and you obtain issue authority, you will be eligible for a $500 bonus to be paid after 90 days of employment. In this position you will interact with our existing customers and provide information about our products, as well as make recommendations on additional lines of business that best our customers. Our collaborative work environment allows for our Associates to continuously develop themselves further to provide the absolute best customer service possible. In this role you will gain an understanding of our Personal Insurance products through our comprehensive paid training program allowing you to become an expert in Travelers Personal Insurance. This position focuses on retaining our existing customers. The ideal candidate will be motivated to assist our customers find the insurance coverage they feel most comfortable with. The work schedule is Monday-Friday, from 10:00 a.m. - 7:00 p.m. EST with the first 12 weeks being dedicated to on-the-job training. Following completion of training, Associates are required to work 1 Saturday every 4th week and 2 holidays per year. This is a Work From Home opportunity. As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including an accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration. This job works under direct supervision and does not manage others. Primary Job Duties & Responsibilities Working toward: Successful attainment of State insurance P & C license and all required non-resident licenses. Successful completion of the Retention Sales training curriculum. Successful completion of Transition Academy (2 month transition period for Retention Sales Associate Trainee transitioning to Retention Sales Associate). Obtain Issue Authority for all lines of business sold in PI Learn to establish rapport and provide a superior customer experience with current customers Develop working product, underwriting and sales/customer service knowledge to counsel, retain and sell available insurance products. Learn to solicit all information necessary to produce a quote, retain the business and close sales. Learn to develop underwriting exposures and make pricing decisions or recommendations to Underwriter (as appropriate). Learn to represent Travelers in a positive manner, while building customer rapport. Develop basic telemarketing, customer service, retention, sales and systems skills, build knowledge of underwriting criteria and guidelines, and increase product knowledge. Take inbound and make outbound calls Understand the Travelers - retention sales work flow and areas of focus to add customer value. Will receive guidance from Senior Retention Associate or manager. Learning to demonstrate strong active listening skills to identify customer problems or objections. Learn to handle objections professionally while clearly articulating relevant product and corporate features, benefits, and value to the consumer, based on developing working product knowledge. May require guidance from Senior Retention Associate or manager. Achieve and maintain the minimum required quality and underwriting metrics while consistently striving to improve. Receive and implement constructive feedback in the form of professional coaching. Minimum Qualifications High school diploma or GED Education, Work Experience, & Knowledge Prior call center experience preferred Sales/Retention experience preferred Familiarity with Personal Insurance Products preferred Good verbal communication skills Good computer keyboard skills Developing system navigation skills Licensing or Certificates Travelers is committed to a positive customer experience that exceeds expectations and to meeting all compliance requirements. As a result, Travelers requires that all Sales Counselors/Consultants/Coverage Specialists obtain and maintain an insurance license (either Property and Casualty or Personal Lines) in your resident state. In addition, a nonresident license is required for each state in which incumbent will be conducting business. Each state will evaluate any/all criminal and financial background incidents to determine license eligibility. Applicants with a felony conviction or pending/unresolved court cases may not qualify for licenses in all required states. It is incumbents' responsibility to provide any/all required court documents needed to obtain your license(s). Travelers does not pay for and/or reimburse the cost or time needed to obtain any documents necessary to complete licensing applications. Failure to obtain any required licenses within six (6) months from date of hire may result in termination of employment. Job Specific Technical Skills & Competencies Able to multi-task within a high volume sales center environment Ability to make wise decisions quickly and efficiently in a fast paced environment. Basic sales skills or aptitude Ability to obtain Property/Casualty Insurance License Able to work flexible schedules including occasional nights and weekends Adaptable to change Strong math and problem solving skills Desire to succeed with proven track record of success Decisive judgment, resiliency and integrity Positive and professional demeanor Additional Information •The salary range in Colorado for this position is $31,200 to $46,7000. •To learn more about our comprehensive benefit programs please visit. •All employees are eligible for performance-based cash awards, either through Travelers annual bonus program or through the Reward and Recognition (R&R) program. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. Experience : 0
carmax
Customer Service Representative - Work From Home
carmax Richmond, Virginia
CarMax, the way your career should be! Now offering a $2,000 Sign-On Bonus!Only candidates external to Carmax who are hired will qualify to receive the sign on bonusProvide an iconic customer experienceEnsuring todays customers can buy the vehicles they want in a way that suits them means offering support during every step of the journey. As a Customer Experience Consultant, you will be the vital link between a customer's at-home and in-store CarMax experience, providing a simple and seamless process. Responding to sales leads and customer inquiries, you will drive traffic to CarMax stores to ensure each customer finds the right vehicle for them. We've become the nation's largest retailer of used cars due to our honesty and transparency, and those same traits will help you succeed too.What you will do - Essential responsibilitiesConnect with inbound customers online and over the phone to find out what they want and need from their next car purchaseUse your knowledge of the CarMax inventory to guide customers towards vehicles that meet their needsEnsure a seamless transition from online to in-store purchasing to provide an unrivaled customer service experienceMentor others as your skillset expandsAcquire the Automotive Sales Persons License in specific states - may require testing and travel as some states request physical presence to apply for the license.Learn and succeed as part of a teamThis is a high-energy sales environment where you will work as a team to meet goals and provide exceptional customer service. We're not your average call center. We'll give you everything you need to be the best you can be. You will handle a wide range of customer interactions and make sure everything goes smoothly, so the ability to quickly build rapport with people and understand their needs is essential. We work and learn as a team and the prospects are bright for sales professionals who aspire to become mentors, managers and business leaders.Qualifications and requirementsSales and customer service experience, in an area such as retail, is preferredThrive in a fast-paced environmentGood listening skills and a strong customer focusStrong written and verbal communication skillsFlexible work hours with shifts that may include nights, weekends, and holidays
09/09/2021
CarMax, the way your career should be! Now offering a $2,000 Sign-On Bonus!Only candidates external to Carmax who are hired will qualify to receive the sign on bonusProvide an iconic customer experienceEnsuring todays customers can buy the vehicles they want in a way that suits them means offering support during every step of the journey. As a Customer Experience Consultant, you will be the vital link between a customer's at-home and in-store CarMax experience, providing a simple and seamless process. Responding to sales leads and customer inquiries, you will drive traffic to CarMax stores to ensure each customer finds the right vehicle for them. We've become the nation's largest retailer of used cars due to our honesty and transparency, and those same traits will help you succeed too.What you will do - Essential responsibilitiesConnect with inbound customers online and over the phone to find out what they want and need from their next car purchaseUse your knowledge of the CarMax inventory to guide customers towards vehicles that meet their needsEnsure a seamless transition from online to in-store purchasing to provide an unrivaled customer service experienceMentor others as your skillset expandsAcquire the Automotive Sales Persons License in specific states - may require testing and travel as some states request physical presence to apply for the license.Learn and succeed as part of a teamThis is a high-energy sales environment where you will work as a team to meet goals and provide exceptional customer service. We're not your average call center. We'll give you everything you need to be the best you can be. You will handle a wide range of customer interactions and make sure everything goes smoothly, so the ability to quickly build rapport with people and understand their needs is essential. We work and learn as a team and the prospects are bright for sales professionals who aspire to become mentors, managers and business leaders.Qualifications and requirementsSales and customer service experience, in an area such as retail, is preferredThrive in a fast-paced environmentGood listening skills and a strong customer focusStrong written and verbal communication skillsFlexible work hours with shifts that may include nights, weekends, and holidays
Nationwide
Property and Casualty Sales Agent
Nationwide Indianola, Iowa
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! This position is open to applicants located in Des Moines, Iowa. Qualified candidates will have strong customer service and communication skills. Sales experience preferred. Why Nationwide? Competitive starting salary of $45,000, Monday-Friday work schedule, collaborative work environment and excellent opportunities for growth and promotion. Training for this position will start on Monday, May 3rd. Training will be Monday - Friday, 8:00 AM - 4:30 PM.; Followed by a regular schedule of Monday - Friday, 10:30 AM - 7:00 PM. Compensation Grade: D2 Job Description Summary JOB SUMMARY: With limited supervision, contact customers to provide a full range of services designed to retain business and increase customer's awareness of the Nationwide brand. Provides an extraordinary customer experience of all personal lines products in all states and segments via outbound telephone contacts, inbound phone calls, on-line chats, or internal transfers. Performs retention-related work for various distribution channels, access points, and numerous business units on behalf of Nationwide. Responsible for cross-selling new products to current policyholders and to quote/bind new products for new customers. Process policy related additions, changes, and performs other processing activities as needed. Provides back-up support to sales agents by selling new multi-line of property/casualty insurance business via direct (inbound and/or outbound) telephone or internet contact with prospective customers in multiple states and all associated duties with selling business. Job Description REPORTING RELATIONSHIPS: Reports to Supervisor or Manager. CORE JOB DUTIES & RESPONSIBILITIES: 1. Makes outbound calls and receives inbound return calls in all states from current policyholders to perform various retention related activities to include cross-selling additional Nationwide products. Meets customer service production expectations and quality standards. Receives in-bound sales calls, quotes and binds new business, and is responsible for the respective trailing documents for all states, including states with complex underwriting guidelines. 2. Contacts policyholders after their claim has been closed to provide an On Your Side review and inquire about their claims experience. 3. Answers questions and explains next steps regarding member policies being transitioned from exclusive agent to Direct channel. Contacts customers with pending cancellations to save policies from cancelling. Obtains all required trailing documents, underwriting requests, or other documentation necessary to resolve issues. Assist peers with questions and provide advice regarding underwriting requests. 4. Contacts current policyholders via telephone to process policy changes and advise policyholder on retention-related efforts from underwriting on more complex situations. 5. Responds to adhoc retention-related opportunities; internal phone transfers, emails, Click-2-Chat, notifications from the service center, NF, etc. Work specialty skills such as CARE, open book, THI, Life and Allied. 6. Interpret contracts and/or policy provisions for the most complex states in order to provide explanations and information to customers regarding coverage for all property and casualty and other product policies. Determines and enters accurate information into all related systems. 7. Maintains current and in-depth understanding of customer service techniques, overall processing and product updates, and related system enhancements. Assist Sales Agents with questions and provides unique techniques to improve sales effectiveness. Serves as a resource for peers outside of Underwriting core business hours. 8. Serves as subject matter expert which may include system changes, user acceptance testing, new product releases and assistance in the roll out and adoption with peers. Participates in user meetings with IT, project team and consultants. Assigned to miscellaneous projects. 9. Identifies cross selling opportunities and recommends additional products. Quotes/binds new products for members as necessary and works with member to obtain the required documentation. 10. Provides process and performance improvement recommendations. 11. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: High school diploma or equivalent required; Undergraduate studies in insurance, marketing, communications, or related field highly desirable. College degree is preferred but not required. License/Certification/Designation: State licensing as required for property/casualty and life products in 45 Nationwide states and 32 Allied states. Continuing education as required by state(s). Associate must obtain the required state licenses within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Three or more years related work experience in sales of property/casualty insurance. Prefer insurance industry experience and call center environment exposure. Minimum 12 months' sales experience with a preference of the experience as a Nationwide Sales associate. Knowledge: Knowledge of property/casualty and life insurance products, insurance processing systems and procedures, best practices, state regulations and customer service practices. Knowledgeable in all states and products including new sales, policy maintenance and processing. Skills/Competencies: Possesses strong verbal and interpersonal skills to communicate technical insurance information to policyholders, agents, and others. Strong ability to influence prospective policyholders to select Nationwide products. Demonstrated ability to operate personal computer hardware/software in a WINDOWS environment. Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors. Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Hiring manager's leader and HRBP. JOB CONDITIONS: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Normal call center environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Job Evaluation Activity: 11/17/16 CSB Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at . Category: Human Resources , Keywords: HR Business Partner
03/24/2021
Full time
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! This position is open to applicants located in Des Moines, Iowa. Qualified candidates will have strong customer service and communication skills. Sales experience preferred. Why Nationwide? Competitive starting salary of $45,000, Monday-Friday work schedule, collaborative work environment and excellent opportunities for growth and promotion. Training for this position will start on Monday, May 3rd. Training will be Monday - Friday, 8:00 AM - 4:30 PM.; Followed by a regular schedule of Monday - Friday, 10:30 AM - 7:00 PM. Compensation Grade: D2 Job Description Summary JOB SUMMARY: With limited supervision, contact customers to provide a full range of services designed to retain business and increase customer's awareness of the Nationwide brand. Provides an extraordinary customer experience of all personal lines products in all states and segments via outbound telephone contacts, inbound phone calls, on-line chats, or internal transfers. Performs retention-related work for various distribution channels, access points, and numerous business units on behalf of Nationwide. Responsible for cross-selling new products to current policyholders and to quote/bind new products for new customers. Process policy related additions, changes, and performs other processing activities as needed. Provides back-up support to sales agents by selling new multi-line of property/casualty insurance business via direct (inbound and/or outbound) telephone or internet contact with prospective customers in multiple states and all associated duties with selling business. Job Description REPORTING RELATIONSHIPS: Reports to Supervisor or Manager. CORE JOB DUTIES & RESPONSIBILITIES: 1. Makes outbound calls and receives inbound return calls in all states from current policyholders to perform various retention related activities to include cross-selling additional Nationwide products. Meets customer service production expectations and quality standards. Receives in-bound sales calls, quotes and binds new business, and is responsible for the respective trailing documents for all states, including states with complex underwriting guidelines. 2. Contacts policyholders after their claim has been closed to provide an On Your Side review and inquire about their claims experience. 3. Answers questions and explains next steps regarding member policies being transitioned from exclusive agent to Direct channel. Contacts customers with pending cancellations to save policies from cancelling. Obtains all required trailing documents, underwriting requests, or other documentation necessary to resolve issues. Assist peers with questions and provide advice regarding underwriting requests. 4. Contacts current policyholders via telephone to process policy changes and advise policyholder on retention-related efforts from underwriting on more complex situations. 5. Responds to adhoc retention-related opportunities; internal phone transfers, emails, Click-2-Chat, notifications from the service center, NF, etc. Work specialty skills such as CARE, open book, THI, Life and Allied. 6. Interpret contracts and/or policy provisions for the most complex states in order to provide explanations and information to customers regarding coverage for all property and casualty and other product policies. Determines and enters accurate information into all related systems. 7. Maintains current and in-depth understanding of customer service techniques, overall processing and product updates, and related system enhancements. Assist Sales Agents with questions and provides unique techniques to improve sales effectiveness. Serves as a resource for peers outside of Underwriting core business hours. 8. Serves as subject matter expert which may include system changes, user acceptance testing, new product releases and assistance in the roll out and adoption with peers. Participates in user meetings with IT, project team and consultants. Assigned to miscellaneous projects. 9. Identifies cross selling opportunities and recommends additional products. Quotes/binds new products for members as necessary and works with member to obtain the required documentation. 10. Provides process and performance improvement recommendations. 11. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: High school diploma or equivalent required; Undergraduate studies in insurance, marketing, communications, or related field highly desirable. College degree is preferred but not required. License/Certification/Designation: State licensing as required for property/casualty and life products in 45 Nationwide states and 32 Allied states. Continuing education as required by state(s). Associate must obtain the required state licenses within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Three or more years related work experience in sales of property/casualty insurance. Prefer insurance industry experience and call center environment exposure. Minimum 12 months' sales experience with a preference of the experience as a Nationwide Sales associate. Knowledge: Knowledge of property/casualty and life insurance products, insurance processing systems and procedures, best practices, state regulations and customer service practices. Knowledgeable in all states and products including new sales, policy maintenance and processing. Skills/Competencies: Possesses strong verbal and interpersonal skills to communicate technical insurance information to policyholders, agents, and others. Strong ability to influence prospective policyholders to select Nationwide products. Demonstrated ability to operate personal computer hardware/software in a WINDOWS environment. Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors. Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Hiring manager's leader and HRBP. JOB CONDITIONS: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Normal call center environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Job Evaluation Activity: 11/17/16 CSB Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at . Category: Human Resources , Keywords: HR Business Partner
Nationwide
Insurance Agent - Hiring Immediately
Nationwide Floresville, Texas
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! This position is open to applicants located in San Antonio, Texas. Qualified candidates will have strong customer service and communication skills. Sales experience preferred. Why Nationwide? Competitive starting salary of $42,400, Monday-Friday work schedule, collaborative work environment and excellent opportunities for growth and promotion. Training for this position will start on Monday, May 3rd. Training will be Monday - Friday, 8:00 AM - 4:30 PM.; Followed by a regular schedule of Monday - Friday, 10:30 AM - 7:00 PM. Compensation Grade: D2 Job Description Summary JOB SUMMARY: With limited supervision, contact customers to provide a full range of services designed to retain business and increase customer's awareness of the Nationwide brand. Provides an extraordinary customer experience of all personal lines products in all states and segments via outbound telephone contacts, inbound phone calls, on-line chats, or internal transfers. Performs retention-related work for various distribution channels, access points, and numerous business units on behalf of Nationwide. Responsible for cross-selling new products to current policyholders and to quote/bind new products for new customers. Process policy related additions, changes, and performs other processing activities as needed. Provides back-up support to sales agents by selling new multi-line of property/casualty insurance business via direct (inbound and/or outbound) telephone or internet contact with prospective customers in multiple states and all associated duties with selling business. Job Description REPORTING RELATIONSHIPS: Reports to Supervisor or Manager. CORE JOB DUTIES & RESPONSIBILITIES: 1. Makes outbound calls and receives inbound return calls in all states from current policyholders to perform various retention related activities to include cross-selling additional Nationwide products. Meets customer service production expectations and quality standards. Receives in-bound sales calls, quotes and binds new business, and is responsible for the respective trailing documents for all states, including states with complex underwriting guidelines. 2. Contacts policyholders after their claim has been closed to provide an On Your Side review and inquire about their claims experience. 3. Answers questions and explains next steps regarding member policies being transitioned from exclusive agent to Direct channel. Contacts customers with pending cancellations to save policies from cancelling. Obtains all required trailing documents, underwriting requests, or other documentation necessary to resolve issues. Assist peers with questions and provide advice regarding underwriting requests. 4. Contacts current policyholders via telephone to process policy changes and advise policyholder on retention-related efforts from underwriting on more complex situations. 5. Responds to adhoc retention-related opportunities; internal phone transfers, emails, Click-2-Chat, notifications from the service center, NF, etc. Work specialty skills such as CARE, open book, THI, Life and Allied. 6. Interpret contracts and/or policy provisions for the most complex states in order to provide explanations and information to customers regarding coverage for all property and casualty and other product policies. Determines and enters accurate information into all related systems. 7. Maintains current and in-depth understanding of customer service techniques, overall processing and product updates, and related system enhancements. Assist Sales Agents with questions and provides unique techniques to improve sales effectiveness. Serves as a resource for peers outside of Underwriting core business hours. 8. Serves as subject matter expert which may include system changes, user acceptance testing, new product releases and assistance in the roll out and adoption with peers. Participates in user meetings with IT, project team and consultants. Assigned to miscellaneous projects. 9. Identifies cross selling opportunities and recommends additional products. Quotes/binds new products for members as necessary and works with member to obtain the required documentation. 10. Provides process and performance improvement recommendations. 11. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: High school diploma or equivalent required; Undergraduate studies in insurance, marketing, communications, or related field highly desirable. College degree is preferred but not required. License/Certification/Designation: State licensing as required for property/casualty and life products in 45 Nationwide states and 32 Allied states. Continuing education as required by state(s). Associate must obtain the required state licenses within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Three or more years related work experience in sales of property/casualty insurance. Prefer insurance industry experience and call center environment exposure. Minimum 12 months' sales experience with a preference of the experience as a Nationwide Sales associate. Knowledge: Knowledge of property/casualty and life insurance products, insurance processing systems and procedures, best practices, state regulations and customer service practices. Knowledgeable in all states and products including new sales, policy maintenance and processing. Skills/Competencies: Possesses strong verbal and interpersonal skills to communicate technical insurance information to policyholders, agents, and others. Strong ability to influence prospective policyholders to select Nationwide products. Demonstrated ability to operate personal computer hardware/software in a WINDOWS environment. Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors. Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Hiring manager's leader and HRBP. JOB CONDITIONS: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Normal call center environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Job Evaluation Activity: 11/17/16 CSB Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at . Category: Human Resources , Keywords: HR Business Partner
03/23/2021
Full time
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! This position is open to applicants located in San Antonio, Texas. Qualified candidates will have strong customer service and communication skills. Sales experience preferred. Why Nationwide? Competitive starting salary of $42,400, Monday-Friday work schedule, collaborative work environment and excellent opportunities for growth and promotion. Training for this position will start on Monday, May 3rd. Training will be Monday - Friday, 8:00 AM - 4:30 PM.; Followed by a regular schedule of Monday - Friday, 10:30 AM - 7:00 PM. Compensation Grade: D2 Job Description Summary JOB SUMMARY: With limited supervision, contact customers to provide a full range of services designed to retain business and increase customer's awareness of the Nationwide brand. Provides an extraordinary customer experience of all personal lines products in all states and segments via outbound telephone contacts, inbound phone calls, on-line chats, or internal transfers. Performs retention-related work for various distribution channels, access points, and numerous business units on behalf of Nationwide. Responsible for cross-selling new products to current policyholders and to quote/bind new products for new customers. Process policy related additions, changes, and performs other processing activities as needed. Provides back-up support to sales agents by selling new multi-line of property/casualty insurance business via direct (inbound and/or outbound) telephone or internet contact with prospective customers in multiple states and all associated duties with selling business. Job Description REPORTING RELATIONSHIPS: Reports to Supervisor or Manager. CORE JOB DUTIES & RESPONSIBILITIES: 1. Makes outbound calls and receives inbound return calls in all states from current policyholders to perform various retention related activities to include cross-selling additional Nationwide products. Meets customer service production expectations and quality standards. Receives in-bound sales calls, quotes and binds new business, and is responsible for the respective trailing documents for all states, including states with complex underwriting guidelines. 2. Contacts policyholders after their claim has been closed to provide an On Your Side review and inquire about their claims experience. 3. Answers questions and explains next steps regarding member policies being transitioned from exclusive agent to Direct channel. Contacts customers with pending cancellations to save policies from cancelling. Obtains all required trailing documents, underwriting requests, or other documentation necessary to resolve issues. Assist peers with questions and provide advice regarding underwriting requests. 4. Contacts current policyholders via telephone to process policy changes and advise policyholder on retention-related efforts from underwriting on more complex situations. 5. Responds to adhoc retention-related opportunities; internal phone transfers, emails, Click-2-Chat, notifications from the service center, NF, etc. Work specialty skills such as CARE, open book, THI, Life and Allied. 6. Interpret contracts and/or policy provisions for the most complex states in order to provide explanations and information to customers regarding coverage for all property and casualty and other product policies. Determines and enters accurate information into all related systems. 7. Maintains current and in-depth understanding of customer service techniques, overall processing and product updates, and related system enhancements. Assist Sales Agents with questions and provides unique techniques to improve sales effectiveness. Serves as a resource for peers outside of Underwriting core business hours. 8. Serves as subject matter expert which may include system changes, user acceptance testing, new product releases and assistance in the roll out and adoption with peers. Participates in user meetings with IT, project team and consultants. Assigned to miscellaneous projects. 9. Identifies cross selling opportunities and recommends additional products. Quotes/binds new products for members as necessary and works with member to obtain the required documentation. 10. Provides process and performance improvement recommendations. 11. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: High school diploma or equivalent required; Undergraduate studies in insurance, marketing, communications, or related field highly desirable. College degree is preferred but not required. License/Certification/Designation: State licensing as required for property/casualty and life products in 45 Nationwide states and 32 Allied states. Continuing education as required by state(s). Associate must obtain the required state licenses within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Three or more years related work experience in sales of property/casualty insurance. Prefer insurance industry experience and call center environment exposure. Minimum 12 months' sales experience with a preference of the experience as a Nationwide Sales associate. Knowledge: Knowledge of property/casualty and life insurance products, insurance processing systems and procedures, best practices, state regulations and customer service practices. Knowledgeable in all states and products including new sales, policy maintenance and processing. Skills/Competencies: Possesses strong verbal and interpersonal skills to communicate technical insurance information to policyholders, agents, and others. Strong ability to influence prospective policyholders to select Nationwide products. Demonstrated ability to operate personal computer hardware/software in a WINDOWS environment. Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors. Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Hiring manager's leader and HRBP. JOB CONDITIONS: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Normal call center environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Job Evaluation Activity: 11/17/16 CSB Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at . Category: Human Resources , Keywords: HR Business Partner
Nationwide
Insurance Agent - Hiring Immediately
Nationwide Marion, Texas
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! This position is open to applicants located in San Antonio, Texas. Qualified candidates will have strong customer service and communication skills. Sales experience preferred. Why Nationwide? Competitive starting salary of $42,400, Monday-Friday work schedule, collaborative work environment and excellent opportunities for growth and promotion. Training for this position will start on Monday, May 3rd. Training will be Monday - Friday, 8:00 AM - 4:30 PM.; Followed by a regular schedule of Monday - Friday, 10:30 AM - 7:00 PM. Compensation Grade: D2 Job Description Summary JOB SUMMARY: With limited supervision, contact customers to provide a full range of services designed to retain business and increase customer's awareness of the Nationwide brand. Provides an extraordinary customer experience of all personal lines products in all states and segments via outbound telephone contacts, inbound phone calls, on-line chats, or internal transfers. Performs retention-related work for various distribution channels, access points, and numerous business units on behalf of Nationwide. Responsible for cross-selling new products to current policyholders and to quote/bind new products for new customers. Process policy related additions, changes, and performs other processing activities as needed. Provides back-up support to sales agents by selling new multi-line of property/casualty insurance business via direct (inbound and/or outbound) telephone or internet contact with prospective customers in multiple states and all associated duties with selling business. Job Description REPORTING RELATIONSHIPS: Reports to Supervisor or Manager. CORE JOB DUTIES & RESPONSIBILITIES: 1. Makes outbound calls and receives inbound return calls in all states from current policyholders to perform various retention related activities to include cross-selling additional Nationwide products. Meets customer service production expectations and quality standards. Receives in-bound sales calls, quotes and binds new business, and is responsible for the respective trailing documents for all states, including states with complex underwriting guidelines. 2. Contacts policyholders after their claim has been closed to provide an On Your Side review and inquire about their claims experience. 3. Answers questions and explains next steps regarding member policies being transitioned from exclusive agent to Direct channel. Contacts customers with pending cancellations to save policies from cancelling. Obtains all required trailing documents, underwriting requests, or other documentation necessary to resolve issues. Assist peers with questions and provide advice regarding underwriting requests. 4. Contacts current policyholders via telephone to process policy changes and advise policyholder on retention-related efforts from underwriting on more complex situations. 5. Responds to adhoc retention-related opportunities; internal phone transfers, emails, Click-2-Chat, notifications from the service center, NF, etc. Work specialty skills such as CARE, open book, THI, Life and Allied. 6. Interpret contracts and/or policy provisions for the most complex states in order to provide explanations and information to customers regarding coverage for all property and casualty and other product policies. Determines and enters accurate information into all related systems. 7. Maintains current and in-depth understanding of customer service techniques, overall processing and product updates, and related system enhancements. Assist Sales Agents with questions and provides unique techniques to improve sales effectiveness. Serves as a resource for peers outside of Underwriting core business hours. 8. Serves as subject matter expert which may include system changes, user acceptance testing, new product releases and assistance in the roll out and adoption with peers. Participates in user meetings with IT, project team and consultants. Assigned to miscellaneous projects. 9. Identifies cross selling opportunities and recommends additional products. Quotes/binds new products for members as necessary and works with member to obtain the required documentation. 10. Provides process and performance improvement recommendations. 11. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: High school diploma or equivalent required; Undergraduate studies in insurance, marketing, communications, or related field highly desirable. College degree is preferred but not required. License/Certification/Designation: State licensing as required for property/casualty and life products in 45 Nationwide states and 32 Allied states. Continuing education as required by state(s). Associate must obtain the required state licenses within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Three or more years related work experience in sales of property/casualty insurance. Prefer insurance industry experience and call center environment exposure. Minimum 12 months' sales experience with a preference of the experience as a Nationwide Sales associate. Knowledge: Knowledge of property/casualty and life insurance products, insurance processing systems and procedures, best practices, state regulations and customer service practices. Knowledgeable in all states and products including new sales, policy maintenance and processing. Skills/Competencies: Possesses strong verbal and interpersonal skills to communicate technical insurance information to policyholders, agents, and others. Strong ability to influence prospective policyholders to select Nationwide products. Demonstrated ability to operate personal computer hardware/software in a WINDOWS environment. Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors. Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Hiring manager's leader and HRBP. JOB CONDITIONS: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Normal call center environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Job Evaluation Activity: 11/17/16 CSB Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at . Category: Human Resources , Keywords: HR Business Partner
03/23/2021
Full time
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! This position is open to applicants located in San Antonio, Texas. Qualified candidates will have strong customer service and communication skills. Sales experience preferred. Why Nationwide? Competitive starting salary of $42,400, Monday-Friday work schedule, collaborative work environment and excellent opportunities for growth and promotion. Training for this position will start on Monday, May 3rd. Training will be Monday - Friday, 8:00 AM - 4:30 PM.; Followed by a regular schedule of Monday - Friday, 10:30 AM - 7:00 PM. Compensation Grade: D2 Job Description Summary JOB SUMMARY: With limited supervision, contact customers to provide a full range of services designed to retain business and increase customer's awareness of the Nationwide brand. Provides an extraordinary customer experience of all personal lines products in all states and segments via outbound telephone contacts, inbound phone calls, on-line chats, or internal transfers. Performs retention-related work for various distribution channels, access points, and numerous business units on behalf of Nationwide. Responsible for cross-selling new products to current policyholders and to quote/bind new products for new customers. Process policy related additions, changes, and performs other processing activities as needed. Provides back-up support to sales agents by selling new multi-line of property/casualty insurance business via direct (inbound and/or outbound) telephone or internet contact with prospective customers in multiple states and all associated duties with selling business. Job Description REPORTING RELATIONSHIPS: Reports to Supervisor or Manager. CORE JOB DUTIES & RESPONSIBILITIES: 1. Makes outbound calls and receives inbound return calls in all states from current policyholders to perform various retention related activities to include cross-selling additional Nationwide products. Meets customer service production expectations and quality standards. Receives in-bound sales calls, quotes and binds new business, and is responsible for the respective trailing documents for all states, including states with complex underwriting guidelines. 2. Contacts policyholders after their claim has been closed to provide an On Your Side review and inquire about their claims experience. 3. Answers questions and explains next steps regarding member policies being transitioned from exclusive agent to Direct channel. Contacts customers with pending cancellations to save policies from cancelling. Obtains all required trailing documents, underwriting requests, or other documentation necessary to resolve issues. Assist peers with questions and provide advice regarding underwriting requests. 4. Contacts current policyholders via telephone to process policy changes and advise policyholder on retention-related efforts from underwriting on more complex situations. 5. Responds to adhoc retention-related opportunities; internal phone transfers, emails, Click-2-Chat, notifications from the service center, NF, etc. Work specialty skills such as CARE, open book, THI, Life and Allied. 6. Interpret contracts and/or policy provisions for the most complex states in order to provide explanations and information to customers regarding coverage for all property and casualty and other product policies. Determines and enters accurate information into all related systems. 7. Maintains current and in-depth understanding of customer service techniques, overall processing and product updates, and related system enhancements. Assist Sales Agents with questions and provides unique techniques to improve sales effectiveness. Serves as a resource for peers outside of Underwriting core business hours. 8. Serves as subject matter expert which may include system changes, user acceptance testing, new product releases and assistance in the roll out and adoption with peers. Participates in user meetings with IT, project team and consultants. Assigned to miscellaneous projects. 9. Identifies cross selling opportunities and recommends additional products. Quotes/binds new products for members as necessary and works with member to obtain the required documentation. 10. Provides process and performance improvement recommendations. 11. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: High school diploma or equivalent required; Undergraduate studies in insurance, marketing, communications, or related field highly desirable. College degree is preferred but not required. License/Certification/Designation: State licensing as required for property/casualty and life products in 45 Nationwide states and 32 Allied states. Continuing education as required by state(s). Associate must obtain the required state licenses within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Three or more years related work experience in sales of property/casualty insurance. Prefer insurance industry experience and call center environment exposure. Minimum 12 months' sales experience with a preference of the experience as a Nationwide Sales associate. Knowledge: Knowledge of property/casualty and life insurance products, insurance processing systems and procedures, best practices, state regulations and customer service practices. Knowledgeable in all states and products including new sales, policy maintenance and processing. Skills/Competencies: Possesses strong verbal and interpersonal skills to communicate technical insurance information to policyholders, agents, and others. Strong ability to influence prospective policyholders to select Nationwide products. Demonstrated ability to operate personal computer hardware/software in a WINDOWS environment. Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors. Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Hiring manager's leader and HRBP. JOB CONDITIONS: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Normal call center environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Job Evaluation Activity: 11/17/16 CSB Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at . Category: Human Resources , Keywords: HR Business Partner
Nationwide
Property and Casualty Sales Agent
Nationwide New Braunfels, Texas
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! This position is open to applicants located in San Antonio, Texas. Qualified candidates will have strong customer service and communication skills. Sales experience preferred. Why Nationwide? Competitive starting salary of $42,400, Monday-Friday work schedule, collaborative work environment and excellent opportunities for growth and promotion. Training for this position will start on Monday, May 3rd. Training will be Monday - Friday, 8:00 AM - 4:30 PM.; Followed by a regular schedule of Monday - Friday, 10:30 AM - 7:00 PM. Compensation Grade: D2 Job Description Summary JOB SUMMARY: With limited supervision, contact customers to provide a full range of services designed to retain business and increase customer's awareness of the Nationwide brand. Provides an extraordinary customer experience of all personal lines products in all states and segments via outbound telephone contacts, inbound phone calls, on-line chats, or internal transfers. Performs retention-related work for various distribution channels, access points, and numerous business units on behalf of Nationwide. Responsible for cross-selling new products to current policyholders and to quote/bind new products for new customers. Process policy related additions, changes, and performs other processing activities as needed. Provides back-up support to sales agents by selling new multi-line of property/casualty insurance business via direct (inbound and/or outbound) telephone or internet contact with prospective customers in multiple states and all associated duties with selling business. Job Description REPORTING RELATIONSHIPS: Reports to Supervisor or Manager. CORE JOB DUTIES & RESPONSIBILITIES: 1. Makes outbound calls and receives inbound return calls in all states from current policyholders to perform various retention related activities to include cross-selling additional Nationwide products. Meets customer service production expectations and quality standards. Receives in-bound sales calls, quotes and binds new business, and is responsible for the respective trailing documents for all states, including states with complex underwriting guidelines. 2. Contacts policyholders after their claim has been closed to provide an On Your Side review and inquire about their claims experience. 3. Answers questions and explains next steps regarding member policies being transitioned from exclusive agent to Direct channel. Contacts customers with pending cancellations to save policies from cancelling. Obtains all required trailing documents, underwriting requests, or other documentation necessary to resolve issues. Assist peers with questions and provide advice regarding underwriting requests. 4. Contacts current policyholders via telephone to process policy changes and advise policyholder on retention-related efforts from underwriting on more complex situations. 5. Responds to adhoc retention-related opportunities; internal phone transfers, emails, Click-2-Chat, notifications from the service center, NF, etc. Work specialty skills such as CARE, open book, THI, Life and Allied. 6. Interpret contracts and/or policy provisions for the most complex states in order to provide explanations and information to customers regarding coverage for all property and casualty and other product policies. Determines and enters accurate information into all related systems. 7. Maintains current and in-depth understanding of customer service techniques, overall processing and product updates, and related system enhancements. Assist Sales Agents with questions and provides unique techniques to improve sales effectiveness. Serves as a resource for peers outside of Underwriting core business hours. 8. Serves as subject matter expert which may include system changes, user acceptance testing, new product releases and assistance in the roll out and adoption with peers. Participates in user meetings with IT, project team and consultants. Assigned to miscellaneous projects. 9. Identifies cross selling opportunities and recommends additional products. Quotes/binds new products for members as necessary and works with member to obtain the required documentation. 10. Provides process and performance improvement recommendations. 11. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: High school diploma or equivalent required; Undergraduate studies in insurance, marketing, communications, or related field highly desirable. College degree is preferred but not required. License/Certification/Designation: State licensing as required for property/casualty and life products in 45 Nationwide states and 32 Allied states. Continuing education as required by state(s). Associate must obtain the required state licenses within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Three or more years related work experience in sales of property/casualty insurance. Prefer insurance industry experience and call center environment exposure. Minimum 12 months' sales experience with a preference of the experience as a Nationwide Sales associate. Knowledge: Knowledge of property/casualty and life insurance products, insurance processing systems and procedures, best practices, state regulations and customer service practices. Knowledgeable in all states and products including new sales, policy maintenance and processing. Skills/Competencies: Possesses strong verbal and interpersonal skills to communicate technical insurance information to policyholders, agents, and others. Strong ability to influence prospective policyholders to select Nationwide products. Demonstrated ability to operate personal computer hardware/software in a WINDOWS environment. Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors. Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Hiring manager's leader and HRBP. JOB CONDITIONS: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Normal call center environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Job Evaluation Activity: 11/17/16 CSB Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at . Category: Human Resources , Keywords: HR Business Partner
03/23/2021
Full time
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! This position is open to applicants located in San Antonio, Texas. Qualified candidates will have strong customer service and communication skills. Sales experience preferred. Why Nationwide? Competitive starting salary of $42,400, Monday-Friday work schedule, collaborative work environment and excellent opportunities for growth and promotion. Training for this position will start on Monday, May 3rd. Training will be Monday - Friday, 8:00 AM - 4:30 PM.; Followed by a regular schedule of Monday - Friday, 10:30 AM - 7:00 PM. Compensation Grade: D2 Job Description Summary JOB SUMMARY: With limited supervision, contact customers to provide a full range of services designed to retain business and increase customer's awareness of the Nationwide brand. Provides an extraordinary customer experience of all personal lines products in all states and segments via outbound telephone contacts, inbound phone calls, on-line chats, or internal transfers. Performs retention-related work for various distribution channels, access points, and numerous business units on behalf of Nationwide. Responsible for cross-selling new products to current policyholders and to quote/bind new products for new customers. Process policy related additions, changes, and performs other processing activities as needed. Provides back-up support to sales agents by selling new multi-line of property/casualty insurance business via direct (inbound and/or outbound) telephone or internet contact with prospective customers in multiple states and all associated duties with selling business. Job Description REPORTING RELATIONSHIPS: Reports to Supervisor or Manager. CORE JOB DUTIES & RESPONSIBILITIES: 1. Makes outbound calls and receives inbound return calls in all states from current policyholders to perform various retention related activities to include cross-selling additional Nationwide products. Meets customer service production expectations and quality standards. Receives in-bound sales calls, quotes and binds new business, and is responsible for the respective trailing documents for all states, including states with complex underwriting guidelines. 2. Contacts policyholders after their claim has been closed to provide an On Your Side review and inquire about their claims experience. 3. Answers questions and explains next steps regarding member policies being transitioned from exclusive agent to Direct channel. Contacts customers with pending cancellations to save policies from cancelling. Obtains all required trailing documents, underwriting requests, or other documentation necessary to resolve issues. Assist peers with questions and provide advice regarding underwriting requests. 4. Contacts current policyholders via telephone to process policy changes and advise policyholder on retention-related efforts from underwriting on more complex situations. 5. Responds to adhoc retention-related opportunities; internal phone transfers, emails, Click-2-Chat, notifications from the service center, NF, etc. Work specialty skills such as CARE, open book, THI, Life and Allied. 6. Interpret contracts and/or policy provisions for the most complex states in order to provide explanations and information to customers regarding coverage for all property and casualty and other product policies. Determines and enters accurate information into all related systems. 7. Maintains current and in-depth understanding of customer service techniques, overall processing and product updates, and related system enhancements. Assist Sales Agents with questions and provides unique techniques to improve sales effectiveness. Serves as a resource for peers outside of Underwriting core business hours. 8. Serves as subject matter expert which may include system changes, user acceptance testing, new product releases and assistance in the roll out and adoption with peers. Participates in user meetings with IT, project team and consultants. Assigned to miscellaneous projects. 9. Identifies cross selling opportunities and recommends additional products. Quotes/binds new products for members as necessary and works with member to obtain the required documentation. 10. Provides process and performance improvement recommendations. 11. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: High school diploma or equivalent required; Undergraduate studies in insurance, marketing, communications, or related field highly desirable. College degree is preferred but not required. License/Certification/Designation: State licensing as required for property/casualty and life products in 45 Nationwide states and 32 Allied states. Continuing education as required by state(s). Associate must obtain the required state licenses within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Three or more years related work experience in sales of property/casualty insurance. Prefer insurance industry experience and call center environment exposure. Minimum 12 months' sales experience with a preference of the experience as a Nationwide Sales associate. Knowledge: Knowledge of property/casualty and life insurance products, insurance processing systems and procedures, best practices, state regulations and customer service practices. Knowledgeable in all states and products including new sales, policy maintenance and processing. Skills/Competencies: Possesses strong verbal and interpersonal skills to communicate technical insurance information to policyholders, agents, and others. Strong ability to influence prospective policyholders to select Nationwide products. Demonstrated ability to operate personal computer hardware/software in a WINDOWS environment. Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors. Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Hiring manager's leader and HRBP. JOB CONDITIONS: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Normal call center environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Job Evaluation Activity: 11/17/16 CSB Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at . Category: Human Resources , Keywords: HR Business Partner
Nationwide
Property and Casualty Sales Agent
Nationwide Rio Medina, Texas
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! This position is open to applicants located in San Antonio, Texas. Qualified candidates will have strong customer service and communication skills. Sales experience preferred. Why Nationwide? Competitive starting salary of $42,400, Monday-Friday work schedule, collaborative work environment and excellent opportunities for growth and promotion. Training for this position will start on Monday, May 3rd. Training will be Monday - Friday, 8:00 AM - 4:30 PM.; Followed by a regular schedule of Monday - Friday, 10:30 AM - 7:00 PM. Compensation Grade: D2 Job Description Summary JOB SUMMARY: With limited supervision, contact customers to provide a full range of services designed to retain business and increase customer's awareness of the Nationwide brand. Provides an extraordinary customer experience of all personal lines products in all states and segments via outbound telephone contacts, inbound phone calls, on-line chats, or internal transfers. Performs retention-related work for various distribution channels, access points, and numerous business units on behalf of Nationwide. Responsible for cross-selling new products to current policyholders and to quote/bind new products for new customers. Process policy related additions, changes, and performs other processing activities as needed. Provides back-up support to sales agents by selling new multi-line of property/casualty insurance business via direct (inbound and/or outbound) telephone or internet contact with prospective customers in multiple states and all associated duties with selling business. Job Description REPORTING RELATIONSHIPS: Reports to Supervisor or Manager. CORE JOB DUTIES & RESPONSIBILITIES: 1. Makes outbound calls and receives inbound return calls in all states from current policyholders to perform various retention related activities to include cross-selling additional Nationwide products. Meets customer service production expectations and quality standards. Receives in-bound sales calls, quotes and binds new business, and is responsible for the respective trailing documents for all states, including states with complex underwriting guidelines. 2. Contacts policyholders after their claim has been closed to provide an On Your Side review and inquire about their claims experience. 3. Answers questions and explains next steps regarding member policies being transitioned from exclusive agent to Direct channel. Contacts customers with pending cancellations to save policies from cancelling. Obtains all required trailing documents, underwriting requests, or other documentation necessary to resolve issues. Assist peers with questions and provide advice regarding underwriting requests. 4. Contacts current policyholders via telephone to process policy changes and advise policyholder on retention-related efforts from underwriting on more complex situations. 5. Responds to adhoc retention-related opportunities; internal phone transfers, emails, Click-2-Chat, notifications from the service center, NF, etc. Work specialty skills such as CARE, open book, THI, Life and Allied. 6. Interpret contracts and/or policy provisions for the most complex states in order to provide explanations and information to customers regarding coverage for all property and casualty and other product policies. Determines and enters accurate information into all related systems. 7. Maintains current and in-depth understanding of customer service techniques, overall processing and product updates, and related system enhancements. Assist Sales Agents with questions and provides unique techniques to improve sales effectiveness. Serves as a resource for peers outside of Underwriting core business hours. 8. Serves as subject matter expert which may include system changes, user acceptance testing, new product releases and assistance in the roll out and adoption with peers. Participates in user meetings with IT, project team and consultants. Assigned to miscellaneous projects. 9. Identifies cross selling opportunities and recommends additional products. Quotes/binds new products for members as necessary and works with member to obtain the required documentation. 10. Provides process and performance improvement recommendations. 11. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: High school diploma or equivalent required; Undergraduate studies in insurance, marketing, communications, or related field highly desirable. College degree is preferred but not required. License/Certification/Designation: State licensing as required for property/casualty and life products in 45 Nationwide states and 32 Allied states. Continuing education as required by state(s). Associate must obtain the required state licenses within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Three or more years related work experience in sales of property/casualty insurance. Prefer insurance industry experience and call center environment exposure. Minimum 12 months' sales experience with a preference of the experience as a Nationwide Sales associate. Knowledge: Knowledge of property/casualty and life insurance products, insurance processing systems and procedures, best practices, state regulations and customer service practices. Knowledgeable in all states and products including new sales, policy maintenance and processing. Skills/Competencies: Possesses strong verbal and interpersonal skills to communicate technical insurance information to policyholders, agents, and others. Strong ability to influence prospective policyholders to select Nationwide products. Demonstrated ability to operate personal computer hardware/software in a WINDOWS environment. Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors. Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Hiring manager's leader and HRBP. JOB CONDITIONS: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Normal call center environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Job Evaluation Activity: 11/17/16 CSB Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at . Category: Human Resources , Keywords: HR Business Partner
03/23/2021
Full time
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! This position is open to applicants located in San Antonio, Texas. Qualified candidates will have strong customer service and communication skills. Sales experience preferred. Why Nationwide? Competitive starting salary of $42,400, Monday-Friday work schedule, collaborative work environment and excellent opportunities for growth and promotion. Training for this position will start on Monday, May 3rd. Training will be Monday - Friday, 8:00 AM - 4:30 PM.; Followed by a regular schedule of Monday - Friday, 10:30 AM - 7:00 PM. Compensation Grade: D2 Job Description Summary JOB SUMMARY: With limited supervision, contact customers to provide a full range of services designed to retain business and increase customer's awareness of the Nationwide brand. Provides an extraordinary customer experience of all personal lines products in all states and segments via outbound telephone contacts, inbound phone calls, on-line chats, or internal transfers. Performs retention-related work for various distribution channels, access points, and numerous business units on behalf of Nationwide. Responsible for cross-selling new products to current policyholders and to quote/bind new products for new customers. Process policy related additions, changes, and performs other processing activities as needed. Provides back-up support to sales agents by selling new multi-line of property/casualty insurance business via direct (inbound and/or outbound) telephone or internet contact with prospective customers in multiple states and all associated duties with selling business. Job Description REPORTING RELATIONSHIPS: Reports to Supervisor or Manager. CORE JOB DUTIES & RESPONSIBILITIES: 1. Makes outbound calls and receives inbound return calls in all states from current policyholders to perform various retention related activities to include cross-selling additional Nationwide products. Meets customer service production expectations and quality standards. Receives in-bound sales calls, quotes and binds new business, and is responsible for the respective trailing documents for all states, including states with complex underwriting guidelines. 2. Contacts policyholders after their claim has been closed to provide an On Your Side review and inquire about their claims experience. 3. Answers questions and explains next steps regarding member policies being transitioned from exclusive agent to Direct channel. Contacts customers with pending cancellations to save policies from cancelling. Obtains all required trailing documents, underwriting requests, or other documentation necessary to resolve issues. Assist peers with questions and provide advice regarding underwriting requests. 4. Contacts current policyholders via telephone to process policy changes and advise policyholder on retention-related efforts from underwriting on more complex situations. 5. Responds to adhoc retention-related opportunities; internal phone transfers, emails, Click-2-Chat, notifications from the service center, NF, etc. Work specialty skills such as CARE, open book, THI, Life and Allied. 6. Interpret contracts and/or policy provisions for the most complex states in order to provide explanations and information to customers regarding coverage for all property and casualty and other product policies. Determines and enters accurate information into all related systems. 7. Maintains current and in-depth understanding of customer service techniques, overall processing and product updates, and related system enhancements. Assist Sales Agents with questions and provides unique techniques to improve sales effectiveness. Serves as a resource for peers outside of Underwriting core business hours. 8. Serves as subject matter expert which may include system changes, user acceptance testing, new product releases and assistance in the roll out and adoption with peers. Participates in user meetings with IT, project team and consultants. Assigned to miscellaneous projects. 9. Identifies cross selling opportunities and recommends additional products. Quotes/binds new products for members as necessary and works with member to obtain the required documentation. 10. Provides process and performance improvement recommendations. 11. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: High school diploma or equivalent required; Undergraduate studies in insurance, marketing, communications, or related field highly desirable. College degree is preferred but not required. License/Certification/Designation: State licensing as required for property/casualty and life products in 45 Nationwide states and 32 Allied states. Continuing education as required by state(s). Associate must obtain the required state licenses within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Three or more years related work experience in sales of property/casualty insurance. Prefer insurance industry experience and call center environment exposure. Minimum 12 months' sales experience with a preference of the experience as a Nationwide Sales associate. Knowledge: Knowledge of property/casualty and life insurance products, insurance processing systems and procedures, best practices, state regulations and customer service practices. Knowledgeable in all states and products including new sales, policy maintenance and processing. Skills/Competencies: Possesses strong verbal and interpersonal skills to communicate technical insurance information to policyholders, agents, and others. Strong ability to influence prospective policyholders to select Nationwide products. Demonstrated ability to operate personal computer hardware/software in a WINDOWS environment. Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors. Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Hiring manager's leader and HRBP. JOB CONDITIONS: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Normal call center environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Job Evaluation Activity: 11/17/16 CSB Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at . Category: Human Resources , Keywords: HR Business Partner
Nationwide
Property and Casualty Insurance Agent
Nationwide Somerset, Texas
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! This position is open to applicants located in San Antonio, Texas. Qualified candidates will have strong customer service and communication skills. Sales experience preferred. Why Nationwide? Competitive starting salary of $42,400, Monday-Friday work schedule, collaborative work environment and excellent opportunities for growth and promotion. Training for this position will start on Monday, May 3rd. Training will be Monday - Friday, 8:00 AM - 4:30 PM.; Followed by a regular schedule of Monday - Friday, 10:30 AM - 7:00 PM. Compensation Grade: D2 Job Description Summary JOB SUMMARY: With limited supervision, contact customers to provide a full range of services designed to retain business and increase customer's awareness of the Nationwide brand. Provides an extraordinary customer experience of all personal lines products in all states and segments via outbound telephone contacts, inbound phone calls, on-line chats, or internal transfers. Performs retention-related work for various distribution channels, access points, and numerous business units on behalf of Nationwide. Responsible for cross-selling new products to current policyholders and to quote/bind new products for new customers. Process policy related additions, changes, and performs other processing activities as needed. Provides back-up support to sales agents by selling new multi-line of property/casualty insurance business via direct (inbound and/or outbound) telephone or internet contact with prospective customers in multiple states and all associated duties with selling business. Job Description REPORTING RELATIONSHIPS: Reports to Supervisor or Manager. CORE JOB DUTIES & RESPONSIBILITIES: 1. Makes outbound calls and receives inbound return calls in all states from current policyholders to perform various retention related activities to include cross-selling additional Nationwide products. Meets customer service production expectations and quality standards. Receives in-bound sales calls, quotes and binds new business, and is responsible for the respective trailing documents for all states, including states with complex underwriting guidelines. 2. Contacts policyholders after their claim has been closed to provide an On Your Side review and inquire about their claims experience. 3. Answers questions and explains next steps regarding member policies being transitioned from exclusive agent to Direct channel. Contacts customers with pending cancellations to save policies from cancelling. Obtains all required trailing documents, underwriting requests, or other documentation necessary to resolve issues. Assist peers with questions and provide advice regarding underwriting requests. 4. Contacts current policyholders via telephone to process policy changes and advise policyholder on retention-related efforts from underwriting on more complex situations. 5. Responds to adhoc retention-related opportunities; internal phone transfers, emails, Click-2-Chat, notifications from the service center, NF, etc. Work specialty skills such as CARE, open book, THI, Life and Allied. 6. Interpret contracts and/or policy provisions for the most complex states in order to provide explanations and information to customers regarding coverage for all property and casualty and other product policies. Determines and enters accurate information into all related systems. 7. Maintains current and in-depth understanding of customer service techniques, overall processing and product updates, and related system enhancements. Assist Sales Agents with questions and provides unique techniques to improve sales effectiveness. Serves as a resource for peers outside of Underwriting core business hours. 8. Serves as subject matter expert which may include system changes, user acceptance testing, new product releases and assistance in the roll out and adoption with peers. Participates in user meetings with IT, project team and consultants. Assigned to miscellaneous projects. 9. Identifies cross selling opportunities and recommends additional products. Quotes/binds new products for members as necessary and works with member to obtain the required documentation. 10. Provides process and performance improvement recommendations. 11. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: High school diploma or equivalent required; Undergraduate studies in insurance, marketing, communications, or related field highly desirable. College degree is preferred but not required. License/Certification/Designation: State licensing as required for property/casualty and life products in 45 Nationwide states and 32 Allied states. Continuing education as required by state(s). Associate must obtain the required state licenses within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Three or more years related work experience in sales of property/casualty insurance. Prefer insurance industry experience and call center environment exposure. Minimum 12 months' sales experience with a preference of the experience as a Nationwide Sales associate. Knowledge: Knowledge of property/casualty and life insurance products, insurance processing systems and procedures, best practices, state regulations and customer service practices. Knowledgeable in all states and products including new sales, policy maintenance and processing. Skills/Competencies: Possesses strong verbal and interpersonal skills to communicate technical insurance information to policyholders, agents, and others. Strong ability to influence prospective policyholders to select Nationwide products. Demonstrated ability to operate personal computer hardware/software in a WINDOWS environment. Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors. Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Hiring manager's leader and HRBP. JOB CONDITIONS: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Normal call center environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Job Evaluation Activity: 11/17/16 CSB Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at . Category: Human Resources , Keywords: HR Business Partner
03/23/2021
Full time
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! This position is open to applicants located in San Antonio, Texas. Qualified candidates will have strong customer service and communication skills. Sales experience preferred. Why Nationwide? Competitive starting salary of $42,400, Monday-Friday work schedule, collaborative work environment and excellent opportunities for growth and promotion. Training for this position will start on Monday, May 3rd. Training will be Monday - Friday, 8:00 AM - 4:30 PM.; Followed by a regular schedule of Monday - Friday, 10:30 AM - 7:00 PM. Compensation Grade: D2 Job Description Summary JOB SUMMARY: With limited supervision, contact customers to provide a full range of services designed to retain business and increase customer's awareness of the Nationwide brand. Provides an extraordinary customer experience of all personal lines products in all states and segments via outbound telephone contacts, inbound phone calls, on-line chats, or internal transfers. Performs retention-related work for various distribution channels, access points, and numerous business units on behalf of Nationwide. Responsible for cross-selling new products to current policyholders and to quote/bind new products for new customers. Process policy related additions, changes, and performs other processing activities as needed. Provides back-up support to sales agents by selling new multi-line of property/casualty insurance business via direct (inbound and/or outbound) telephone or internet contact with prospective customers in multiple states and all associated duties with selling business. Job Description REPORTING RELATIONSHIPS: Reports to Supervisor or Manager. CORE JOB DUTIES & RESPONSIBILITIES: 1. Makes outbound calls and receives inbound return calls in all states from current policyholders to perform various retention related activities to include cross-selling additional Nationwide products. Meets customer service production expectations and quality standards. Receives in-bound sales calls, quotes and binds new business, and is responsible for the respective trailing documents for all states, including states with complex underwriting guidelines. 2. Contacts policyholders after their claim has been closed to provide an On Your Side review and inquire about their claims experience. 3. Answers questions and explains next steps regarding member policies being transitioned from exclusive agent to Direct channel. Contacts customers with pending cancellations to save policies from cancelling. Obtains all required trailing documents, underwriting requests, or other documentation necessary to resolve issues. Assist peers with questions and provide advice regarding underwriting requests. 4. Contacts current policyholders via telephone to process policy changes and advise policyholder on retention-related efforts from underwriting on more complex situations. 5. Responds to adhoc retention-related opportunities; internal phone transfers, emails, Click-2-Chat, notifications from the service center, NF, etc. Work specialty skills such as CARE, open book, THI, Life and Allied. 6. Interpret contracts and/or policy provisions for the most complex states in order to provide explanations and information to customers regarding coverage for all property and casualty and other product policies. Determines and enters accurate information into all related systems. 7. Maintains current and in-depth understanding of customer service techniques, overall processing and product updates, and related system enhancements. Assist Sales Agents with questions and provides unique techniques to improve sales effectiveness. Serves as a resource for peers outside of Underwriting core business hours. 8. Serves as subject matter expert which may include system changes, user acceptance testing, new product releases and assistance in the roll out and adoption with peers. Participates in user meetings with IT, project team and consultants. Assigned to miscellaneous projects. 9. Identifies cross selling opportunities and recommends additional products. Quotes/binds new products for members as necessary and works with member to obtain the required documentation. 10. Provides process and performance improvement recommendations. 11. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: High school diploma or equivalent required; Undergraduate studies in insurance, marketing, communications, or related field highly desirable. College degree is preferred but not required. License/Certification/Designation: State licensing as required for property/casualty and life products in 45 Nationwide states and 32 Allied states. Continuing education as required by state(s). Associate must obtain the required state licenses within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Three or more years related work experience in sales of property/casualty insurance. Prefer insurance industry experience and call center environment exposure. Minimum 12 months' sales experience with a preference of the experience as a Nationwide Sales associate. Knowledge: Knowledge of property/casualty and life insurance products, insurance processing systems and procedures, best practices, state regulations and customer service practices. Knowledgeable in all states and products including new sales, policy maintenance and processing. Skills/Competencies: Possesses strong verbal and interpersonal skills to communicate technical insurance information to policyholders, agents, and others. Strong ability to influence prospective policyholders to select Nationwide products. Demonstrated ability to operate personal computer hardware/software in a WINDOWS environment. Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors. Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Hiring manager's leader and HRBP. JOB CONDITIONS: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Normal call center environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Job Evaluation Activity: 11/17/16 CSB Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at . Category: Human Resources , Keywords: HR Business Partner
Nationwide
Insurance Sale - Hiring Immediately
Nationwide Bulverde, Texas
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! This position is open to applicants located in San Antonio, Texas. Qualified candidates will have strong customer service and communication skills. Sales experience preferred. Why Nationwide? Competitive starting salary of $42,400, Monday-Friday work schedule, collaborative work environment and excellent opportunities for growth and promotion. Training for this position will start on Monday, May 3rd. Training will be Monday - Friday, 8:00 AM - 4:30 PM.; Followed by a regular schedule of Monday - Friday, 10:30 AM - 7:00 PM. Compensation Grade: D2 Job Description Summary JOB SUMMARY: With limited supervision, contact customers to provide a full range of services designed to retain business and increase customer's awareness of the Nationwide brand. Provides an extraordinary customer experience of all personal lines products in all states and segments via outbound telephone contacts, inbound phone calls, on-line chats, or internal transfers. Performs retention-related work for various distribution channels, access points, and numerous business units on behalf of Nationwide. Responsible for cross-selling new products to current policyholders and to quote/bind new products for new customers. Process policy related additions, changes, and performs other processing activities as needed. Provides back-up support to sales agents by selling new multi-line of property/casualty insurance business via direct (inbound and/or outbound) telephone or internet contact with prospective customers in multiple states and all associated duties with selling business. Job Description REPORTING RELATIONSHIPS: Reports to Supervisor or Manager. CORE JOB DUTIES & RESPONSIBILITIES: 1. Makes outbound calls and receives inbound return calls in all states from current policyholders to perform various retention related activities to include cross-selling additional Nationwide products. Meets customer service production expectations and quality standards. Receives in-bound sales calls, quotes and binds new business, and is responsible for the respective trailing documents for all states, including states with complex underwriting guidelines. 2. Contacts policyholders after their claim has been closed to provide an On Your Side review and inquire about their claims experience. 3. Answers questions and explains next steps regarding member policies being transitioned from exclusive agent to Direct channel. Contacts customers with pending cancellations to save policies from cancelling. Obtains all required trailing documents, underwriting requests, or other documentation necessary to resolve issues. Assist peers with questions and provide advice regarding underwriting requests. 4. Contacts current policyholders via telephone to process policy changes and advise policyholder on retention-related efforts from underwriting on more complex situations. 5. Responds to adhoc retention-related opportunities; internal phone transfers, emails, Click-2-Chat, notifications from the service center, NF, etc. Work specialty skills such as CARE, open book, THI, Life and Allied. 6. Interpret contracts and/or policy provisions for the most complex states in order to provide explanations and information to customers regarding coverage for all property and casualty and other product policies. Determines and enters accurate information into all related systems. 7. Maintains current and in-depth understanding of customer service techniques, overall processing and product updates, and related system enhancements. Assist Sales Agents with questions and provides unique techniques to improve sales effectiveness. Serves as a resource for peers outside of Underwriting core business hours. 8. Serves as subject matter expert which may include system changes, user acceptance testing, new product releases and assistance in the roll out and adoption with peers. Participates in user meetings with IT, project team and consultants. Assigned to miscellaneous projects. 9. Identifies cross selling opportunities and recommends additional products. Quotes/binds new products for members as necessary and works with member to obtain the required documentation. 10. Provides process and performance improvement recommendations. 11. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: High school diploma or equivalent required; Undergraduate studies in insurance, marketing, communications, or related field highly desirable. College degree is preferred but not required. License/Certification/Designation: State licensing as required for property/casualty and life products in 45 Nationwide states and 32 Allied states. Continuing education as required by state(s). Associate must obtain the required state licenses within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Three or more years related work experience in sales of property/casualty insurance. Prefer insurance industry experience and call center environment exposure. Minimum 12 months' sales experience with a preference of the experience as a Nationwide Sales associate. Knowledge: Knowledge of property/casualty and life insurance products, insurance processing systems and procedures, best practices, state regulations and customer service practices. Knowledgeable in all states and products including new sales, policy maintenance and processing. Skills/Competencies: Possesses strong verbal and interpersonal skills to communicate technical insurance information to policyholders, agents, and others. Strong ability to influence prospective policyholders to select Nationwide products. Demonstrated ability to operate personal computer hardware/software in a WINDOWS environment. Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors. Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Hiring manager's leader and HRBP. JOB CONDITIONS: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Normal call center environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Job Evaluation Activity: 11/17/16 CSB Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at . Category: Human Resources , Keywords: HR Business Partner
03/23/2021
Full time
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! This position is open to applicants located in San Antonio, Texas. Qualified candidates will have strong customer service and communication skills. Sales experience preferred. Why Nationwide? Competitive starting salary of $42,400, Monday-Friday work schedule, collaborative work environment and excellent opportunities for growth and promotion. Training for this position will start on Monday, May 3rd. Training will be Monday - Friday, 8:00 AM - 4:30 PM.; Followed by a regular schedule of Monday - Friday, 10:30 AM - 7:00 PM. Compensation Grade: D2 Job Description Summary JOB SUMMARY: With limited supervision, contact customers to provide a full range of services designed to retain business and increase customer's awareness of the Nationwide brand. Provides an extraordinary customer experience of all personal lines products in all states and segments via outbound telephone contacts, inbound phone calls, on-line chats, or internal transfers. Performs retention-related work for various distribution channels, access points, and numerous business units on behalf of Nationwide. Responsible for cross-selling new products to current policyholders and to quote/bind new products for new customers. Process policy related additions, changes, and performs other processing activities as needed. Provides back-up support to sales agents by selling new multi-line of property/casualty insurance business via direct (inbound and/or outbound) telephone or internet contact with prospective customers in multiple states and all associated duties with selling business. Job Description REPORTING RELATIONSHIPS: Reports to Supervisor or Manager. CORE JOB DUTIES & RESPONSIBILITIES: 1. Makes outbound calls and receives inbound return calls in all states from current policyholders to perform various retention related activities to include cross-selling additional Nationwide products. Meets customer service production expectations and quality standards. Receives in-bound sales calls, quotes and binds new business, and is responsible for the respective trailing documents for all states, including states with complex underwriting guidelines. 2. Contacts policyholders after their claim has been closed to provide an On Your Side review and inquire about their claims experience. 3. Answers questions and explains next steps regarding member policies being transitioned from exclusive agent to Direct channel. Contacts customers with pending cancellations to save policies from cancelling. Obtains all required trailing documents, underwriting requests, or other documentation necessary to resolve issues. Assist peers with questions and provide advice regarding underwriting requests. 4. Contacts current policyholders via telephone to process policy changes and advise policyholder on retention-related efforts from underwriting on more complex situations. 5. Responds to adhoc retention-related opportunities; internal phone transfers, emails, Click-2-Chat, notifications from the service center, NF, etc. Work specialty skills such as CARE, open book, THI, Life and Allied. 6. Interpret contracts and/or policy provisions for the most complex states in order to provide explanations and information to customers regarding coverage for all property and casualty and other product policies. Determines and enters accurate information into all related systems. 7. Maintains current and in-depth understanding of customer service techniques, overall processing and product updates, and related system enhancements. Assist Sales Agents with questions and provides unique techniques to improve sales effectiveness. Serves as a resource for peers outside of Underwriting core business hours. 8. Serves as subject matter expert which may include system changes, user acceptance testing, new product releases and assistance in the roll out and adoption with peers. Participates in user meetings with IT, project team and consultants. Assigned to miscellaneous projects. 9. Identifies cross selling opportunities and recommends additional products. Quotes/binds new products for members as necessary and works with member to obtain the required documentation. 10. Provides process and performance improvement recommendations. 11. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: High school diploma or equivalent required; Undergraduate studies in insurance, marketing, communications, or related field highly desirable. College degree is preferred but not required. License/Certification/Designation: State licensing as required for property/casualty and life products in 45 Nationwide states and 32 Allied states. Continuing education as required by state(s). Associate must obtain the required state licenses within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Three or more years related work experience in sales of property/casualty insurance. Prefer insurance industry experience and call center environment exposure. Minimum 12 months' sales experience with a preference of the experience as a Nationwide Sales associate. Knowledge: Knowledge of property/casualty and life insurance products, insurance processing systems and procedures, best practices, state regulations and customer service practices. Knowledgeable in all states and products including new sales, policy maintenance and processing. Skills/Competencies: Possesses strong verbal and interpersonal skills to communicate technical insurance information to policyholders, agents, and others. Strong ability to influence prospective policyholders to select Nationwide products. Demonstrated ability to operate personal computer hardware/software in a WINDOWS environment. Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors. Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Hiring manager's leader and HRBP. JOB CONDITIONS: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Normal call center environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Job Evaluation Activity: 11/17/16 CSB Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at . Category: Human Resources , Keywords: HR Business Partner
Nationwide
Property and Casualty Sales Agent
Nationwide Adkins, Texas
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! This position is open to applicants located in San Antonio, Texas. Qualified candidates will have strong customer service and communication skills. Sales experience preferred. Why Nationwide? Competitive starting salary of $42,400, Monday-Friday work schedule, collaborative work environment and excellent opportunities for growth and promotion. Training for this position will start on Monday, May 3rd. Training will be Monday - Friday, 8:00 AM - 4:30 PM.; Followed by a regular schedule of Monday - Friday, 10:30 AM - 7:00 PM. Compensation Grade: D2 Job Description Summary JOB SUMMARY: With limited supervision, contact customers to provide a full range of services designed to retain business and increase customer's awareness of the Nationwide brand. Provides an extraordinary customer experience of all personal lines products in all states and segments via outbound telephone contacts, inbound phone calls, on-line chats, or internal transfers. Performs retention-related work for various distribution channels, access points, and numerous business units on behalf of Nationwide. Responsible for cross-selling new products to current policyholders and to quote/bind new products for new customers. Process policy related additions, changes, and performs other processing activities as needed. Provides back-up support to sales agents by selling new multi-line of property/casualty insurance business via direct (inbound and/or outbound) telephone or internet contact with prospective customers in multiple states and all associated duties with selling business. Job Description REPORTING RELATIONSHIPS: Reports to Supervisor or Manager. CORE JOB DUTIES & RESPONSIBILITIES: 1. Makes outbound calls and receives inbound return calls in all states from current policyholders to perform various retention related activities to include cross-selling additional Nationwide products. Meets customer service production expectations and quality standards. Receives in-bound sales calls, quotes and binds new business, and is responsible for the respective trailing documents for all states, including states with complex underwriting guidelines. 2. Contacts policyholders after their claim has been closed to provide an On Your Side review and inquire about their claims experience. 3. Answers questions and explains next steps regarding member policies being transitioned from exclusive agent to Direct channel. Contacts customers with pending cancellations to save policies from cancelling. Obtains all required trailing documents, underwriting requests, or other documentation necessary to resolve issues. Assist peers with questions and provide advice regarding underwriting requests. 4. Contacts current policyholders via telephone to process policy changes and advise policyholder on retention-related efforts from underwriting on more complex situations. 5. Responds to adhoc retention-related opportunities; internal phone transfers, emails, Click-2-Chat, notifications from the service center, NF, etc. Work specialty skills such as CARE, open book, THI, Life and Allied. 6. Interpret contracts and/or policy provisions for the most complex states in order to provide explanations and information to customers regarding coverage for all property and casualty and other product policies. Determines and enters accurate information into all related systems. 7. Maintains current and in-depth understanding of customer service techniques, overall processing and product updates, and related system enhancements. Assist Sales Agents with questions and provides unique techniques to improve sales effectiveness. Serves as a resource for peers outside of Underwriting core business hours. 8. Serves as subject matter expert which may include system changes, user acceptance testing, new product releases and assistance in the roll out and adoption with peers. Participates in user meetings with IT, project team and consultants. Assigned to miscellaneous projects. 9. Identifies cross selling opportunities and recommends additional products. Quotes/binds new products for members as necessary and works with member to obtain the required documentation. 10. Provides process and performance improvement recommendations. 11. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: High school diploma or equivalent required; Undergraduate studies in insurance, marketing, communications, or related field highly desirable. College degree is preferred but not required. License/Certification/Designation: State licensing as required for property/casualty and life products in 45 Nationwide states and 32 Allied states. Continuing education as required by state(s). Associate must obtain the required state licenses within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Three or more years related work experience in sales of property/casualty insurance. Prefer insurance industry experience and call center environment exposure. Minimum 12 months' sales experience with a preference of the experience as a Nationwide Sales associate. Knowledge: Knowledge of property/casualty and life insurance products, insurance processing systems and procedures, best practices, state regulations and customer service practices. Knowledgeable in all states and products including new sales, policy maintenance and processing. Skills/Competencies: Possesses strong verbal and interpersonal skills to communicate technical insurance information to policyholders, agents, and others. Strong ability to influence prospective policyholders to select Nationwide products. Demonstrated ability to operate personal computer hardware/software in a WINDOWS environment. Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors. Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Hiring manager's leader and HRBP. JOB CONDITIONS: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Normal call center environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Job Evaluation Activity: 11/17/16 CSB Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at . Category: Human Resources , Keywords: HR Business Partner
03/23/2021
Full time
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! This position is open to applicants located in San Antonio, Texas. Qualified candidates will have strong customer service and communication skills. Sales experience preferred. Why Nationwide? Competitive starting salary of $42,400, Monday-Friday work schedule, collaborative work environment and excellent opportunities for growth and promotion. Training for this position will start on Monday, May 3rd. Training will be Monday - Friday, 8:00 AM - 4:30 PM.; Followed by a regular schedule of Monday - Friday, 10:30 AM - 7:00 PM. Compensation Grade: D2 Job Description Summary JOB SUMMARY: With limited supervision, contact customers to provide a full range of services designed to retain business and increase customer's awareness of the Nationwide brand. Provides an extraordinary customer experience of all personal lines products in all states and segments via outbound telephone contacts, inbound phone calls, on-line chats, or internal transfers. Performs retention-related work for various distribution channels, access points, and numerous business units on behalf of Nationwide. Responsible for cross-selling new products to current policyholders and to quote/bind new products for new customers. Process policy related additions, changes, and performs other processing activities as needed. Provides back-up support to sales agents by selling new multi-line of property/casualty insurance business via direct (inbound and/or outbound) telephone or internet contact with prospective customers in multiple states and all associated duties with selling business. Job Description REPORTING RELATIONSHIPS: Reports to Supervisor or Manager. CORE JOB DUTIES & RESPONSIBILITIES: 1. Makes outbound calls and receives inbound return calls in all states from current policyholders to perform various retention related activities to include cross-selling additional Nationwide products. Meets customer service production expectations and quality standards. Receives in-bound sales calls, quotes and binds new business, and is responsible for the respective trailing documents for all states, including states with complex underwriting guidelines. 2. Contacts policyholders after their claim has been closed to provide an On Your Side review and inquire about their claims experience. 3. Answers questions and explains next steps regarding member policies being transitioned from exclusive agent to Direct channel. Contacts customers with pending cancellations to save policies from cancelling. Obtains all required trailing documents, underwriting requests, or other documentation necessary to resolve issues. Assist peers with questions and provide advice regarding underwriting requests. 4. Contacts current policyholders via telephone to process policy changes and advise policyholder on retention-related efforts from underwriting on more complex situations. 5. Responds to adhoc retention-related opportunities; internal phone transfers, emails, Click-2-Chat, notifications from the service center, NF, etc. Work specialty skills such as CARE, open book, THI, Life and Allied. 6. Interpret contracts and/or policy provisions for the most complex states in order to provide explanations and information to customers regarding coverage for all property and casualty and other product policies. Determines and enters accurate information into all related systems. 7. Maintains current and in-depth understanding of customer service techniques, overall processing and product updates, and related system enhancements. Assist Sales Agents with questions and provides unique techniques to improve sales effectiveness. Serves as a resource for peers outside of Underwriting core business hours. 8. Serves as subject matter expert which may include system changes, user acceptance testing, new product releases and assistance in the roll out and adoption with peers. Participates in user meetings with IT, project team and consultants. Assigned to miscellaneous projects. 9. Identifies cross selling opportunities and recommends additional products. Quotes/binds new products for members as necessary and works with member to obtain the required documentation. 10. Provides process and performance improvement recommendations. 11. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: High school diploma or equivalent required; Undergraduate studies in insurance, marketing, communications, or related field highly desirable. College degree is preferred but not required. License/Certification/Designation: State licensing as required for property/casualty and life products in 45 Nationwide states and 32 Allied states. Continuing education as required by state(s). Associate must obtain the required state licenses within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Three or more years related work experience in sales of property/casualty insurance. Prefer insurance industry experience and call center environment exposure. Minimum 12 months' sales experience with a preference of the experience as a Nationwide Sales associate. Knowledge: Knowledge of property/casualty and life insurance products, insurance processing systems and procedures, best practices, state regulations and customer service practices. Knowledgeable in all states and products including new sales, policy maintenance and processing. Skills/Competencies: Possesses strong verbal and interpersonal skills to communicate technical insurance information to policyholders, agents, and others. Strong ability to influence prospective policyholders to select Nationwide products. Demonstrated ability to operate personal computer hardware/software in a WINDOWS environment. Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors. Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Hiring manager's leader and HRBP. JOB CONDITIONS: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Normal call center environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Job Evaluation Activity: 11/17/16 CSB Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at . Category: Human Resources , Keywords: HR Business Partner
Nationwide
Property and Casualty Sales Agent
Nationwide La Coste, Texas
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! This position is open to applicants located in San Antonio, Texas. Qualified candidates will have strong customer service and communication skills. Sales experience preferred. Why Nationwide? Competitive starting salary of $42,400, Monday-Friday work schedule, collaborative work environment and excellent opportunities for growth and promotion. Training for this position will start on Monday, May 3rd. Training will be Monday - Friday, 8:00 AM - 4:30 PM.; Followed by a regular schedule of Monday - Friday, 10:30 AM - 7:00 PM. Compensation Grade: D2 Job Description Summary JOB SUMMARY: With limited supervision, contact customers to provide a full range of services designed to retain business and increase customer's awareness of the Nationwide brand. Provides an extraordinary customer experience of all personal lines products in all states and segments via outbound telephone contacts, inbound phone calls, on-line chats, or internal transfers. Performs retention-related work for various distribution channels, access points, and numerous business units on behalf of Nationwide. Responsible for cross-selling new products to current policyholders and to quote/bind new products for new customers. Process policy related additions, changes, and performs other processing activities as needed. Provides back-up support to sales agents by selling new multi-line of property/casualty insurance business via direct (inbound and/or outbound) telephone or internet contact with prospective customers in multiple states and all associated duties with selling business. Job Description REPORTING RELATIONSHIPS: Reports to Supervisor or Manager. CORE JOB DUTIES & RESPONSIBILITIES: 1. Makes outbound calls and receives inbound return calls in all states from current policyholders to perform various retention related activities to include cross-selling additional Nationwide products. Meets customer service production expectations and quality standards. Receives in-bound sales calls, quotes and binds new business, and is responsible for the respective trailing documents for all states, including states with complex underwriting guidelines. 2. Contacts policyholders after their claim has been closed to provide an On Your Side review and inquire about their claims experience. 3. Answers questions and explains next steps regarding member policies being transitioned from exclusive agent to Direct channel. Contacts customers with pending cancellations to save policies from cancelling. Obtains all required trailing documents, underwriting requests, or other documentation necessary to resolve issues. Assist peers with questions and provide advice regarding underwriting requests. 4. Contacts current policyholders via telephone to process policy changes and advise policyholder on retention-related efforts from underwriting on more complex situations. 5. Responds to adhoc retention-related opportunities; internal phone transfers, emails, Click-2-Chat, notifications from the service center, NF, etc. Work specialty skills such as CARE, open book, THI, Life and Allied. 6. Interpret contracts and/or policy provisions for the most complex states in order to provide explanations and information to customers regarding coverage for all property and casualty and other product policies. Determines and enters accurate information into all related systems. 7. Maintains current and in-depth understanding of customer service techniques, overall processing and product updates, and related system enhancements. Assist Sales Agents with questions and provides unique techniques to improve sales effectiveness. Serves as a resource for peers outside of Underwriting core business hours. 8. Serves as subject matter expert which may include system changes, user acceptance testing, new product releases and assistance in the roll out and adoption with peers. Participates in user meetings with IT, project team and consultants. Assigned to miscellaneous projects. 9. Identifies cross selling opportunities and recommends additional products. Quotes/binds new products for members as necessary and works with member to obtain the required documentation. 10. Provides process and performance improvement recommendations. 11. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: High school diploma or equivalent required; Undergraduate studies in insurance, marketing, communications, or related field highly desirable. College degree is preferred but not required. License/Certification/Designation: State licensing as required for property/casualty and life products in 45 Nationwide states and 32 Allied states. Continuing education as required by state(s). Associate must obtain the required state licenses within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Three or more years related work experience in sales of property/casualty insurance. Prefer insurance industry experience and call center environment exposure. Minimum 12 months' sales experience with a preference of the experience as a Nationwide Sales associate. Knowledge: Knowledge of property/casualty and life insurance products, insurance processing systems and procedures, best practices, state regulations and customer service practices. Knowledgeable in all states and products including new sales, policy maintenance and processing. Skills/Competencies: Possesses strong verbal and interpersonal skills to communicate technical insurance information to policyholders, agents, and others. Strong ability to influence prospective policyholders to select Nationwide products. Demonstrated ability to operate personal computer hardware/software in a WINDOWS environment. Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors. Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Hiring manager's leader and HRBP. JOB CONDITIONS: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Normal call center environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Job Evaluation Activity: 11/17/16 CSB Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at . Category: Human Resources , Keywords: HR Business Partner
03/23/2021
Full time
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! This position is open to applicants located in San Antonio, Texas. Qualified candidates will have strong customer service and communication skills. Sales experience preferred. Why Nationwide? Competitive starting salary of $42,400, Monday-Friday work schedule, collaborative work environment and excellent opportunities for growth and promotion. Training for this position will start on Monday, May 3rd. Training will be Monday - Friday, 8:00 AM - 4:30 PM.; Followed by a regular schedule of Monday - Friday, 10:30 AM - 7:00 PM. Compensation Grade: D2 Job Description Summary JOB SUMMARY: With limited supervision, contact customers to provide a full range of services designed to retain business and increase customer's awareness of the Nationwide brand. Provides an extraordinary customer experience of all personal lines products in all states and segments via outbound telephone contacts, inbound phone calls, on-line chats, or internal transfers. Performs retention-related work for various distribution channels, access points, and numerous business units on behalf of Nationwide. Responsible for cross-selling new products to current policyholders and to quote/bind new products for new customers. Process policy related additions, changes, and performs other processing activities as needed. Provides back-up support to sales agents by selling new multi-line of property/casualty insurance business via direct (inbound and/or outbound) telephone or internet contact with prospective customers in multiple states and all associated duties with selling business. Job Description REPORTING RELATIONSHIPS: Reports to Supervisor or Manager. CORE JOB DUTIES & RESPONSIBILITIES: 1. Makes outbound calls and receives inbound return calls in all states from current policyholders to perform various retention related activities to include cross-selling additional Nationwide products. Meets customer service production expectations and quality standards. Receives in-bound sales calls, quotes and binds new business, and is responsible for the respective trailing documents for all states, including states with complex underwriting guidelines. 2. Contacts policyholders after their claim has been closed to provide an On Your Side review and inquire about their claims experience. 3. Answers questions and explains next steps regarding member policies being transitioned from exclusive agent to Direct channel. Contacts customers with pending cancellations to save policies from cancelling. Obtains all required trailing documents, underwriting requests, or other documentation necessary to resolve issues. Assist peers with questions and provide advice regarding underwriting requests. 4. Contacts current policyholders via telephone to process policy changes and advise policyholder on retention-related efforts from underwriting on more complex situations. 5. Responds to adhoc retention-related opportunities; internal phone transfers, emails, Click-2-Chat, notifications from the service center, NF, etc. Work specialty skills such as CARE, open book, THI, Life and Allied. 6. Interpret contracts and/or policy provisions for the most complex states in order to provide explanations and information to customers regarding coverage for all property and casualty and other product policies. Determines and enters accurate information into all related systems. 7. Maintains current and in-depth understanding of customer service techniques, overall processing and product updates, and related system enhancements. Assist Sales Agents with questions and provides unique techniques to improve sales effectiveness. Serves as a resource for peers outside of Underwriting core business hours. 8. Serves as subject matter expert which may include system changes, user acceptance testing, new product releases and assistance in the roll out and adoption with peers. Participates in user meetings with IT, project team and consultants. Assigned to miscellaneous projects. 9. Identifies cross selling opportunities and recommends additional products. Quotes/binds new products for members as necessary and works with member to obtain the required documentation. 10. Provides process and performance improvement recommendations. 11. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: High school diploma or equivalent required; Undergraduate studies in insurance, marketing, communications, or related field highly desirable. College degree is preferred but not required. License/Certification/Designation: State licensing as required for property/casualty and life products in 45 Nationwide states and 32 Allied states. Continuing education as required by state(s). Associate must obtain the required state licenses within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Three or more years related work experience in sales of property/casualty insurance. Prefer insurance industry experience and call center environment exposure. Minimum 12 months' sales experience with a preference of the experience as a Nationwide Sales associate. Knowledge: Knowledge of property/casualty and life insurance products, insurance processing systems and procedures, best practices, state regulations and customer service practices. Knowledgeable in all states and products including new sales, policy maintenance and processing. Skills/Competencies: Possesses strong verbal and interpersonal skills to communicate technical insurance information to policyholders, agents, and others. Strong ability to influence prospective policyholders to select Nationwide products. Demonstrated ability to operate personal computer hardware/software in a WINDOWS environment. Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors. Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Hiring manager's leader and HRBP. JOB CONDITIONS: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Normal call center environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Job Evaluation Activity: 11/17/16 CSB Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at . Category: Human Resources , Keywords: HR Business Partner
Sales Consultant - Part Time
MCI San Diego, California
POSITION OVERVIEW SALES AGENT The sales job of the year is now hiring! We are looking for sales agent to support a national cable service provider. If you believe you have a positive and persuasive personality, and that you have the drive to succeed, this is the career for you. With our industry leading training program, you are sure to succeed and grow. Did we mention the performance based bonuses are uncapped? MCI is one of the fastest growing company nationwide. Start your career here! Candidates should have excellent communication skills, willing to learn on the job, and be highly reliable. Bilingual agents receive enhanced compensation. Prior contact center experience isn't required but preferred. -------------- POSITION RESPONSIBILITIES WHAT DOES SOMEONE IN THIS ROLE ACTUALLY DO? This position supports customer service, technical support, and customer sales interactions. This role requires you to interact with hundreds of customers each week across the country to resolve support issues, sell new products and services, and ensure a best-in-class customer experience. In addition to being the best in the business when it comes to customer interactions, you will need to be confident, fully engaged, a team player, and dedicated to bringing a positive and enthusiastic outlook to work each day. Essential Duties Handle inbound and outbound contacts in a courteous, timely, and professional manner Listen to customers, understand their needs, and resolve customer issues Research systems to find missing information as applicable; coordinate with other departments to resolve issues as applicable Follow the processes of the Client program and perform all tasks in a courteous and professional manner Utilize systems and technology to complete account management tasks Accurately document and process customer claims in appropriate systems Follow all required scripts, policies, and procedures Utilize knowledge base and training to accurately answer customer questions Comply with requirements surrounding confidential information and personal information Appropriately escalate customer issues with the managerial team Escalate customer issues to the appropriate staff and managerial for resolution as needed. Ensure first call resolution through problems solving and effective call handling Attend meetings and training and review all new training material to stay up-to-date on changes to program knowledge, systems, and processes Adhere to all attendance and work schedule requirements CANDIDATE QUALIFICATIONS WONDER IF YOU ARE A GOOD FIT? It's about building relationships and turning the knowledge you gain in training into customer wins. Representatives make a difference to customers and the company, providing over-the-phone customer service, sales, and technical support. We provide all new employees with world-class training, so all positive, driven, and confident applicants are encouraged to apply. Ideal candidates for this position are highly motivated, energetic, and dedicated. Required Must be 18 years of age or older High school diploma or equivalent Experience with data-entry utilizing a computer The ability to read and speak English fluently Have a wired, high-speed internet connection (Download speed of 20Mbps+) Excellent organizational, written, and oral communication skills The ability to type swiftly and accurately (20+ words a minute) Ability to work regularly scheduled shifts within our hours of operation including the training period. Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook) Familiarity with computer and Windows PC applications and the ability to learn new and complex computer system applications Highly reliable with the ability to maintain regular attendance and punctuality The ability to evaluate, troubleshoot, and follow-up on customer issues An aptitude for conflict resolution, problem solving and negotiation Must be customer service oriented (empathetic, responsive, patient, and conscientious) Ability to multi-task, stay focused, and self-manage Strong team orientation and customer focus The ability to thrive in a fast-paced environment where change and ambiguity are prevalent Excellent interpersonal skills and the ability to build relationships with your team and customers Preferred (Not Required) One (1) year of experience in customer service, technical support, inside sales, back-office, chat, or administrative support in a contact center environment State or Federal work experience CONDITIONS OF EMPLOYMENT Must be authorized to work in their country of residence (The United States or Canada) Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results Must be willing to submit to drug screening. Job offers are contingent on drug screening results. COMPENSATION DETAILS WANT AN EMPLOYER THAT VALUES YOUR CONTRIBUTION? We believe that hard work should pay off, so we make sure that our compensation and total rewards are competitive. Standard starting compensation is commensurate with experience. Regular reviews and raises are awarded based on tenure and performance, so our employees make more each year. Employees earn paid time off as well as paid holidays and paid training opportunities. Regular daily, weekly and monthly incentives are part of the overall compensation our team members enjoy and include monetary incentive and prizes such as computers, tablets, phones, TV's, trips, tickets, and even cars. In addition to our standard group benefits offering for full-time employees following 90-days of employment, all employees are eligible to opt for our MEC medical plan after only 30-days of employment. Benefits options and plans vary slightly by location. JUST A FEW OF THE BENEFITS Medical, Dental, and Vision Coverage Options Paid Time-Off Regular Raises Advancement Opportunity Fun, Engaging Work Environment Casual Dress Code Cash and Prize Contests SCHEDULE REQUIREMENTS NEED A SCHEDULE THAT WORKS WITH YOUR LIFE? We can offer a wide range of scheduling options for qualified candidates. There are multiple shifts and weekly work variations available to our team members. Please ask a Talent Acquisition Specialist about the different types of creative scheduling options that are available at your location. Whether you are a busy parent, student, or just want control of your work-life balance, flexible, customized scheduling is one of the perks of working at our organization . ABOUT THE APPLICATION PROCESS ... REGARDING COVID-19 As an employer supporting critical Federal, State, Provincial, and Commercial clients, we have taken steps to ensure that we remain operational while taking every precaution possible to prevent the spread of COVID-19 and keep our employees safe. Measures include social distancing for those working on-site, frequent deep cleaning and disinfecting of workstations and common areas, daily contactless temperature checks for those essential employees working on-site, travel policies limiting travel and mandatory quarantine, reporting and quarantine processes and policies for those exposed, and requesting masks to be worn when on-site employees are not at their workstation. Most local positions offer work-at-home after training on-site; however, there are specific programs that are on-site only due to security requirements. REGARDING MASKS To help protect our candidates and employees, we are REQUESTING that all on-site candidates wear a mask to interviews and training. In locations where state or local government has mandated the use of masks, we will abide by the mandate, and REQUIRE masks be worn when on-location. For more information on MCI's response to COVID-19 please visit . PHYSICAL REQUIREMENTS This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds. REASONABLE ACOMODATION Consistent with the Americans with Disabilities Act (ADA) it is the policy of MCI and affiliates to provide reasonable accommodation when requested by a qualified applicant or employee with a disability unless such accommodation would cause undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodation is needed, please contact Kate Murph, Vice President of Human Resources, . DIVERSITY AND EQUALITY At MCI and its subsidiaries, we embrace differences and believe diversity is a benefit to our employees, our company, our customers, and our community..... click apply for full job details
01/31/2021
Full time
POSITION OVERVIEW SALES AGENT The sales job of the year is now hiring! We are looking for sales agent to support a national cable service provider. If you believe you have a positive and persuasive personality, and that you have the drive to succeed, this is the career for you. With our industry leading training program, you are sure to succeed and grow. Did we mention the performance based bonuses are uncapped? MCI is one of the fastest growing company nationwide. Start your career here! Candidates should have excellent communication skills, willing to learn on the job, and be highly reliable. Bilingual agents receive enhanced compensation. Prior contact center experience isn't required but preferred. -------------- POSITION RESPONSIBILITIES WHAT DOES SOMEONE IN THIS ROLE ACTUALLY DO? This position supports customer service, technical support, and customer sales interactions. This role requires you to interact with hundreds of customers each week across the country to resolve support issues, sell new products and services, and ensure a best-in-class customer experience. In addition to being the best in the business when it comes to customer interactions, you will need to be confident, fully engaged, a team player, and dedicated to bringing a positive and enthusiastic outlook to work each day. Essential Duties Handle inbound and outbound contacts in a courteous, timely, and professional manner Listen to customers, understand their needs, and resolve customer issues Research systems to find missing information as applicable; coordinate with other departments to resolve issues as applicable Follow the processes of the Client program and perform all tasks in a courteous and professional manner Utilize systems and technology to complete account management tasks Accurately document and process customer claims in appropriate systems Follow all required scripts, policies, and procedures Utilize knowledge base and training to accurately answer customer questions Comply with requirements surrounding confidential information and personal information Appropriately escalate customer issues with the managerial team Escalate customer issues to the appropriate staff and managerial for resolution as needed. Ensure first call resolution through problems solving and effective call handling Attend meetings and training and review all new training material to stay up-to-date on changes to program knowledge, systems, and processes Adhere to all attendance and work schedule requirements CANDIDATE QUALIFICATIONS WONDER IF YOU ARE A GOOD FIT? It's about building relationships and turning the knowledge you gain in training into customer wins. Representatives make a difference to customers and the company, providing over-the-phone customer service, sales, and technical support. We provide all new employees with world-class training, so all positive, driven, and confident applicants are encouraged to apply. Ideal candidates for this position are highly motivated, energetic, and dedicated. Required Must be 18 years of age or older High school diploma or equivalent Experience with data-entry utilizing a computer The ability to read and speak English fluently Have a wired, high-speed internet connection (Download speed of 20Mbps+) Excellent organizational, written, and oral communication skills The ability to type swiftly and accurately (20+ words a minute) Ability to work regularly scheduled shifts within our hours of operation including the training period. Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook) Familiarity with computer and Windows PC applications and the ability to learn new and complex computer system applications Highly reliable with the ability to maintain regular attendance and punctuality The ability to evaluate, troubleshoot, and follow-up on customer issues An aptitude for conflict resolution, problem solving and negotiation Must be customer service oriented (empathetic, responsive, patient, and conscientious) Ability to multi-task, stay focused, and self-manage Strong team orientation and customer focus The ability to thrive in a fast-paced environment where change and ambiguity are prevalent Excellent interpersonal skills and the ability to build relationships with your team and customers Preferred (Not Required) One (1) year of experience in customer service, technical support, inside sales, back-office, chat, or administrative support in a contact center environment State or Federal work experience CONDITIONS OF EMPLOYMENT Must be authorized to work in their country of residence (The United States or Canada) Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results Must be willing to submit to drug screening. Job offers are contingent on drug screening results. COMPENSATION DETAILS WANT AN EMPLOYER THAT VALUES YOUR CONTRIBUTION? We believe that hard work should pay off, so we make sure that our compensation and total rewards are competitive. Standard starting compensation is commensurate with experience. Regular reviews and raises are awarded based on tenure and performance, so our employees make more each year. Employees earn paid time off as well as paid holidays and paid training opportunities. Regular daily, weekly and monthly incentives are part of the overall compensation our team members enjoy and include monetary incentive and prizes such as computers, tablets, phones, TV's, trips, tickets, and even cars. In addition to our standard group benefits offering for full-time employees following 90-days of employment, all employees are eligible to opt for our MEC medical plan after only 30-days of employment. Benefits options and plans vary slightly by location. JUST A FEW OF THE BENEFITS Medical, Dental, and Vision Coverage Options Paid Time-Off Regular Raises Advancement Opportunity Fun, Engaging Work Environment Casual Dress Code Cash and Prize Contests SCHEDULE REQUIREMENTS NEED A SCHEDULE THAT WORKS WITH YOUR LIFE? We can offer a wide range of scheduling options for qualified candidates. There are multiple shifts and weekly work variations available to our team members. Please ask a Talent Acquisition Specialist about the different types of creative scheduling options that are available at your location. Whether you are a busy parent, student, or just want control of your work-life balance, flexible, customized scheduling is one of the perks of working at our organization . ABOUT THE APPLICATION PROCESS ... REGARDING COVID-19 As an employer supporting critical Federal, State, Provincial, and Commercial clients, we have taken steps to ensure that we remain operational while taking every precaution possible to prevent the spread of COVID-19 and keep our employees safe. Measures include social distancing for those working on-site, frequent deep cleaning and disinfecting of workstations and common areas, daily contactless temperature checks for those essential employees working on-site, travel policies limiting travel and mandatory quarantine, reporting and quarantine processes and policies for those exposed, and requesting masks to be worn when on-site employees are not at their workstation. Most local positions offer work-at-home after training on-site; however, there are specific programs that are on-site only due to security requirements. REGARDING MASKS To help protect our candidates and employees, we are REQUESTING that all on-site candidates wear a mask to interviews and training. In locations where state or local government has mandated the use of masks, we will abide by the mandate, and REQUIRE masks be worn when on-location. For more information on MCI's response to COVID-19 please visit . PHYSICAL REQUIREMENTS This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds. REASONABLE ACOMODATION Consistent with the Americans with Disabilities Act (ADA) it is the policy of MCI and affiliates to provide reasonable accommodation when requested by a qualified applicant or employee with a disability unless such accommodation would cause undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodation is needed, please contact Kate Murph, Vice President of Human Resources, . DIVERSITY AND EQUALITY At MCI and its subsidiaries, we embrace differences and believe diversity is a benefit to our employees, our company, our customers, and our community..... click apply for full job details
High Net Worth Consultant - AZ 2021
Vanguard Scottsdale, Arizona
At Vanguard, serving people is at the heart of our purpose. That starts with you. Working in our Relationship Management and Sales team, you'll be responsible for growth outcomes including advice leads and asset consolidations. You'll provide exemplary service and support to like-minded investors who have chosen to invest with Vanguard. Our "crew" as we call our employees, live the mission of doing the right thing for our shareholders every day. This is your opportunity to be part of that community. Make it count! In this role, you will: * Serve as the initial point of contact for High Net Worth clients. Respond to requests for investment, mutual fund, and account information. Resolve complex account issues * Follow standardized procedures to meet client needs. May conduct research for complex requests * Document High Net Worth client and team feedback in support of service improvement efforts within the business * Demonstrate a consultative approach in positioning products and services to clients pertaining to service recovery, life changing events, and advice situations * Develop and maintain proficient knowledge of Vanguard funds, products, and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients * Participate in special projects and performs other duties as assigned * Follow up with clients from inbound sales opportunities What it takes * This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). Series 7, 63 required * Series 65/66 is strongly preferred or to be obtained within 90 days of hire * Minimum of two years related work experience required. Experience in client services preferred * Undergraduate degree or equivalent combination of training and experience required * Exceptional client service skills with strong communication skills * Possess intellectual curiosity and interest in developing business and financial acumen * Demonstrate grit and determination in problem solving and accomplishing goals * Thrives in fast-paced work environments that can be ambiguous and require flexibility About Vanguard We are Vanguard. Together, we're changing the way the world invests. For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you. We want to make success accessible to everyone. This is our opportunity. Let's make it count. Inclusion Statement Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing." We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values. When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose. Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
01/30/2021
Full time
At Vanguard, serving people is at the heart of our purpose. That starts with you. Working in our Relationship Management and Sales team, you'll be responsible for growth outcomes including advice leads and asset consolidations. You'll provide exemplary service and support to like-minded investors who have chosen to invest with Vanguard. Our "crew" as we call our employees, live the mission of doing the right thing for our shareholders every day. This is your opportunity to be part of that community. Make it count! In this role, you will: * Serve as the initial point of contact for High Net Worth clients. Respond to requests for investment, mutual fund, and account information. Resolve complex account issues * Follow standardized procedures to meet client needs. May conduct research for complex requests * Document High Net Worth client and team feedback in support of service improvement efforts within the business * Demonstrate a consultative approach in positioning products and services to clients pertaining to service recovery, life changing events, and advice situations * Develop and maintain proficient knowledge of Vanguard funds, products, and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients * Participate in special projects and performs other duties as assigned * Follow up with clients from inbound sales opportunities What it takes * This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). Series 7, 63 required * Series 65/66 is strongly preferred or to be obtained within 90 days of hire * Minimum of two years related work experience required. Experience in client services preferred * Undergraduate degree or equivalent combination of training and experience required * Exceptional client service skills with strong communication skills * Possess intellectual curiosity and interest in developing business and financial acumen * Demonstrate grit and determination in problem solving and accomplishing goals * Thrives in fast-paced work environments that can be ambiguous and require flexibility About Vanguard We are Vanguard. Together, we're changing the way the world invests. For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you. We want to make success accessible to everyone. This is our opportunity. Let's make it count. Inclusion Statement Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing." We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values. When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose. Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
Sales Consultant
MCI San Diego, California
POSITION OVERVIEW FULL-TIME SALES REPRESENTATIVES SUPPORTING COMMERCIAL CLIENTS We are looking for Sales Representatives to support consumer and business, outbound sales programs for commercial clients. In this roles, you will make outbound calls to prospects and customers, acquire new customers and upsell existing ones, provide customers information on client products and services. There are a wide variety of project openings available representing some of the most recognizable brands in the world. Schedules vary by site and program however we can usually find something that works for everyone. This is an entry-level position that offers on the job paid training. Compensation is commensurate with experience and while prior contact center experience isn't required, experience in sales, customer service, tech support, or back-office support is a plus. Candidates should be highly reliable, have great communication skills and be willing to constantly learn on the job. -------------- POSITION RESPONSIBILITIES WHAT DOES SOMEONE IN THIS ROLE ACTUALLY DO? This position supports customer service, technical support, and customer sales interactions. This role requires you to interact with hundreds of customers each week across the country to resolve support issues, sell new products and services, and ensure a best-in-class customer experience. In addition to being the best in the business when it comes to customer interactions, you will need to be confident, fully engaged, a team player, and dedicated to bringing a positive and enthusiastic outlook to work each day. Essential Duties Handle inbound and outbound contacts in a courteous, timely, and professional manner Listen to customers, understand their needs, and resolve customer issues Research systems to find missing information as applicable; coordinate with other departments to resolve issues as applicable Follow the processes of the Client program and perform all tasks in a courteous and professional manner Utilize systems and technology to complete account management tasks Accurately document and process customer claims in appropriate systems Follow all required scripts, policies, and procedures Utilize knowledge base and training to accurately answer customer questions Comply with requirements surrounding confidential information and personal information Appropriately escalate customer issues with the managerial team Escalate customer issues to the appropriate staff and managerial for resolution as needed. Ensure first call resolution through problems solving and effective call handling Attend meetings and training and review all new training material to stay up-to-date on changes to program knowledge, systems, and processes Adhere to all attendance and work schedule requirements CANDIDATE QUALIFICATIONS WONDER IF YOU ARE A GOOD FIT? It's about building relationships and turning the knowledge you gain in training into customer wins. Representatives make a difference to customers and the company, providing over-the-phone customer service, sales, and technical support. We provide all new employees with world-class training, so all positive, driven, and confident applicants are encouraged to apply. Ideal candidates for this position are highly motivated, energetic, and dedicated. Required Must be 18 years of age or older High school diploma or equivalent Experience with data-entry utilizing a computer The ability to read and speak English fluently Have a wired, high-speed internet connection (Download speed of 20Mbps+) Excellent organizational, written, and oral communication skills The ability to type swiftly and accurately (20+ words a minute) Ability to work regularly scheduled shifts within our hours of operation including the training period. Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook) Familiarity with computer and Windows PC applications and the ability to learn new and complex computer system applications Highly reliable with the ability to maintain regular attendance and punctuality The ability to evaluate, troubleshoot, and follow-up on customer issues An aptitude for conflict resolution, problem solving and negotiation Must be customer service oriented (empathetic, responsive, patient, and conscientious) Ability to multi-task, stay focused, and self-manage Strong team orientation and customer focus The ability to thrive in a fast-paced environment where change and ambiguity are prevalent Excellent interpersonal skills and the ability to build relationships with your team and customers Preferred (Not Required) One (1) year of experience in customer service, technical support, inside sales, back-office, chat, or administrative support in a contact center environment State or Federal work experience CONDITIONS OF EMPLOYMENT Must be authorized to work in their country of residence (The United States or Canada) Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results Must be willing to submit to drug screening. Job offers are contingent on drug screening results. COMPENSATION DETAILS WANT AN EMPLOYER THAT VALUES YOUR CONTRIBUTION? We believe that hard work should pay off, so we make sure that our compensation and total rewards are competitive. Standard starting compensation is commensurate with experience. Regular reviews and raises are awarded based on tenure and performance, so our employees make more each year. Employees earn paid time off as well as paid holidays and paid training opportunities. Regular daily, weekly and monthly incentives are part of the overall compensation our team members enjoy and include monetary incentive and prizes such as computers, tablets, phones, TV's, trips, tickets, and even cars. In addition to our standard group benefits offering for full-time employees following 90-days of employment, all employees are eligible to opt for our MEC medical plan after only 30-days of employment. Benefits options and plans vary slightly by location. JUST A FEW OF THE BENEFITS Medical, Dental, and Vision Coverage Options Paid Time-Off Regular Raises Advancement Opportunity Fun, Engaging Work Environment Casual Dress Code Cash and Prize Contests SCHEDULE REQUIREMENTS NEED A SCHEDULE THAT WORKS WITH YOUR LIFE? We can offer a wide range of scheduling options for qualified candidates. There are multiple shifts and weekly work variations available to our team members. Please ask a Talent Acquisition Specialist about the different types of creative scheduling options that are available at your location. Whether you are a busy parent, student, or just want control of your work-life balance, flexible, customized scheduling is one of the perks of working at our organization . ABOUT THE APPLICATION PROCESS ... REGARDING COVID-19 As an employer supporting critical Federal, State, Provincial, and Commercial clients, we have taken steps to ensure that we remain operational while taking every precaution possible to prevent the spread of COVID-19 and keep our employees safe. Measures include social distancing for those working on-site, frequent deep cleaning and disinfecting of workstations and common areas, daily contactless temperature checks for those essential employees working on-site, travel policies limiting travel and mandatory quarantine, reporting and quarantine processes and policies for those exposed, and requesting masks to be worn when on-site employees are not at their workstation. Most local positions offer work-at-home after training on-site; however, there are specific programs that are on-site only due to security requirements. REGARDING MASKS To help protect our candidates and employees, we are REQUESTING that all on-site candidates wear a mask to interviews and training. In locations where state or local government has mandated the use of masks, we will abide by the mandate, and REQUIRE masks be worn when on-location. For more information on MCI's response to COVID-19 please visit . PHYSICAL REQUIREMENTS This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds. REASONABLE ACOMODATION Consistent with the Americans with Disabilities Act (ADA) it is the policy of MCI and affiliates to provide reasonable accommodation when requested by a qualified applicant or employee with a disability unless such accommodation would cause undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodation is needed, please contact Kate Murph, Vice President of Human Resources, kate..... click apply for full job details
01/28/2021
Full time
POSITION OVERVIEW FULL-TIME SALES REPRESENTATIVES SUPPORTING COMMERCIAL CLIENTS We are looking for Sales Representatives to support consumer and business, outbound sales programs for commercial clients. In this roles, you will make outbound calls to prospects and customers, acquire new customers and upsell existing ones, provide customers information on client products and services. There are a wide variety of project openings available representing some of the most recognizable brands in the world. Schedules vary by site and program however we can usually find something that works for everyone. This is an entry-level position that offers on the job paid training. Compensation is commensurate with experience and while prior contact center experience isn't required, experience in sales, customer service, tech support, or back-office support is a plus. Candidates should be highly reliable, have great communication skills and be willing to constantly learn on the job. -------------- POSITION RESPONSIBILITIES WHAT DOES SOMEONE IN THIS ROLE ACTUALLY DO? This position supports customer service, technical support, and customer sales interactions. This role requires you to interact with hundreds of customers each week across the country to resolve support issues, sell new products and services, and ensure a best-in-class customer experience. In addition to being the best in the business when it comes to customer interactions, you will need to be confident, fully engaged, a team player, and dedicated to bringing a positive and enthusiastic outlook to work each day. Essential Duties Handle inbound and outbound contacts in a courteous, timely, and professional manner Listen to customers, understand their needs, and resolve customer issues Research systems to find missing information as applicable; coordinate with other departments to resolve issues as applicable Follow the processes of the Client program and perform all tasks in a courteous and professional manner Utilize systems and technology to complete account management tasks Accurately document and process customer claims in appropriate systems Follow all required scripts, policies, and procedures Utilize knowledge base and training to accurately answer customer questions Comply with requirements surrounding confidential information and personal information Appropriately escalate customer issues with the managerial team Escalate customer issues to the appropriate staff and managerial for resolution as needed. Ensure first call resolution through problems solving and effective call handling Attend meetings and training and review all new training material to stay up-to-date on changes to program knowledge, systems, and processes Adhere to all attendance and work schedule requirements CANDIDATE QUALIFICATIONS WONDER IF YOU ARE A GOOD FIT? It's about building relationships and turning the knowledge you gain in training into customer wins. Representatives make a difference to customers and the company, providing over-the-phone customer service, sales, and technical support. We provide all new employees with world-class training, so all positive, driven, and confident applicants are encouraged to apply. Ideal candidates for this position are highly motivated, energetic, and dedicated. Required Must be 18 years of age or older High school diploma or equivalent Experience with data-entry utilizing a computer The ability to read and speak English fluently Have a wired, high-speed internet connection (Download speed of 20Mbps+) Excellent organizational, written, and oral communication skills The ability to type swiftly and accurately (20+ words a minute) Ability to work regularly scheduled shifts within our hours of operation including the training period. Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook) Familiarity with computer and Windows PC applications and the ability to learn new and complex computer system applications Highly reliable with the ability to maintain regular attendance and punctuality The ability to evaluate, troubleshoot, and follow-up on customer issues An aptitude for conflict resolution, problem solving and negotiation Must be customer service oriented (empathetic, responsive, patient, and conscientious) Ability to multi-task, stay focused, and self-manage Strong team orientation and customer focus The ability to thrive in a fast-paced environment where change and ambiguity are prevalent Excellent interpersonal skills and the ability to build relationships with your team and customers Preferred (Not Required) One (1) year of experience in customer service, technical support, inside sales, back-office, chat, or administrative support in a contact center environment State or Federal work experience CONDITIONS OF EMPLOYMENT Must be authorized to work in their country of residence (The United States or Canada) Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results Must be willing to submit to drug screening. Job offers are contingent on drug screening results. COMPENSATION DETAILS WANT AN EMPLOYER THAT VALUES YOUR CONTRIBUTION? We believe that hard work should pay off, so we make sure that our compensation and total rewards are competitive. Standard starting compensation is commensurate with experience. Regular reviews and raises are awarded based on tenure and performance, so our employees make more each year. Employees earn paid time off as well as paid holidays and paid training opportunities. Regular daily, weekly and monthly incentives are part of the overall compensation our team members enjoy and include monetary incentive and prizes such as computers, tablets, phones, TV's, trips, tickets, and even cars. In addition to our standard group benefits offering for full-time employees following 90-days of employment, all employees are eligible to opt for our MEC medical plan after only 30-days of employment. Benefits options and plans vary slightly by location. JUST A FEW OF THE BENEFITS Medical, Dental, and Vision Coverage Options Paid Time-Off Regular Raises Advancement Opportunity Fun, Engaging Work Environment Casual Dress Code Cash and Prize Contests SCHEDULE REQUIREMENTS NEED A SCHEDULE THAT WORKS WITH YOUR LIFE? We can offer a wide range of scheduling options for qualified candidates. There are multiple shifts and weekly work variations available to our team members. Please ask a Talent Acquisition Specialist about the different types of creative scheduling options that are available at your location. Whether you are a busy parent, student, or just want control of your work-life balance, flexible, customized scheduling is one of the perks of working at our organization . ABOUT THE APPLICATION PROCESS ... REGARDING COVID-19 As an employer supporting critical Federal, State, Provincial, and Commercial clients, we have taken steps to ensure that we remain operational while taking every precaution possible to prevent the spread of COVID-19 and keep our employees safe. Measures include social distancing for those working on-site, frequent deep cleaning and disinfecting of workstations and common areas, daily contactless temperature checks for those essential employees working on-site, travel policies limiting travel and mandatory quarantine, reporting and quarantine processes and policies for those exposed, and requesting masks to be worn when on-site employees are not at their workstation. Most local positions offer work-at-home after training on-site; however, there are specific programs that are on-site only due to security requirements. REGARDING MASKS To help protect our candidates and employees, we are REQUESTING that all on-site candidates wear a mask to interviews and training. In locations where state or local government has mandated the use of masks, we will abide by the mandate, and REQUIRE masks be worn when on-location. For more information on MCI's response to COVID-19 please visit . PHYSICAL REQUIREMENTS This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds. REASONABLE ACOMODATION Consistent with the Americans with Disabilities Act (ADA) it is the policy of MCI and affiliates to provide reasonable accommodation when requested by a qualified applicant or employee with a disability unless such accommodation would cause undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodation is needed, please contact Kate Murph, Vice President of Human Resources, kate..... click apply for full job details

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