20 Best Insurance Account Representative jobs in King of Prussia, PA (Hiring Now!)

Wealth Management Administrative Assistant
Meridian Bank —Blue Bell, PA
Conducts clerical duties including filing, answering phone calls, responding to email inquiries and preparing documents when requested.
Estimated: $41.4K - $52.4K a year
Quick Apply
11d
Field Service Technician - Mechanical - Packaging
Bobst North America —Philadelphia, PA
Machine Service (mechanical & electrical), including the repair and installation of new machines, relocation of existing equipment, customer training,…
From $70,000 a year
Quick Apply
Territory Sales Representative - Philadelphia
IKO Industries —Philadelphia, PA
Frequently contact roofing contractors, remodelers, builders, and architects to drive demand. Prior sales experience calling on roofing contractors, builders…
$68,000 - $80,000 a year
Quick Apply
Sales Representative
Dignity Memorial —Limerick, PA
You will be accountable for serving client families by making at need cemetery arrangements, and selling pre-need arrangements.
$55,000 - $150,000 a year
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Patient Access Specialist
Ensemble Health Partners —Pottstown, PA
Operates the telephone switchboard to relay incoming, outgoing, and inter-office calls as applicable. This may include inbound and outbound calling to obtain…
$15 - $16 an hour
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Front Desk Representative
Refocus Eye Health —King of Prussia, PA
Your primary job duties will include, but not limited to, scheduling appointments, greeting and checking in patients in a courteous manner, answering all…
Estimated: $31.8K - $40.2K a year
Quick Apply
1d
Customer Service Representative (PART-TIME OPPORTUNITY)
Ashley Furniture HomeStore —Pottstown, PA
Manage large amounts of incoming calls. Provide accurate, valid and complete information by using the right methods/tools. Track record of over-achieving quota.
$15 an hour
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Route Sales Representative
JobGiraffe —Philadelphia, PA
Be assigned a local territory and support existing customers within your territory. Visit existing customers within your assigned territory (specialty stores,…
$50,000 a year
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Medical Billing Specialist
Dermatology Partners —Pottstown, PA
Provide exceptional customer service by communicating via incoming calls from patients to settle accounts and answer questions. Perform data entry when needed.
Estimated: $37.7K - $47.7K a year
Quick Apply
13d
Commercial Security Sales Representative
Electronic Security Corp. of America —Philadelphia, PA
Develop and implement sales strategies to drive revenue growth in the commercial sector; specifically among commercial manufacturers including the…
$80,000 - $125,000 a year
Quick Apply
13d
Benefits Case Worker
The Communities of Don Guanella and Divine Providence —Springfield, PA
Bachelor’s degree in business, special education, psychology, rehabilitation, social work, or other Intellectual and Developmental Disability (IDD) field with a…
Estimated: $39.1K - $49.5K a year
Quick Apply
Outside Solar Sales Representative-Appointments Provided
Blue Ribbon Power LLC —King of Prussia, PA
The ideal candidate will be responsible for driving to pre-set appointments, building relationships with clients, and driving sales growth in the designated…
$75,011.01 - $190,000.00 a year
Quick Apply
12d
Insurance - Customer Service Representative
Gateway Specialty Insurance —Wayne, PA
Accurately document all transactions and conversations with agents and carriers in our AIM database. Processing and delivery of insurance binders and invoices…
From $51,000 a year
Quick Apply
13d
Branch Sales Professional - Pest Control
EcoShield Pest Solutions —Norristown, PA
Must be 21 years of age or older and possess an active driver's license with an MVR that meets insurance requirements. Company vehicle and company cell phone.
$45,000 - $70,000 a year
Cultivation Specialist
Verano Holdings, LLC —Chester, PA
The employee is occasionally exposed to moving mechanical parts and the risk of electrical shock. Support plant management, fertilization, insect and disease…
$15 an hour
Customer Service Representative
Culligan by WaterCo —Norristown, PA
Make outbound calls to current customers with the intent of scheduling additional services or offering maintenance plans. Schedule service and delivery orders.
$19 - $21 an hour
Quick Apply
6d
Pharmaceutical Field Sales Representative
Inizio Engage —Philadelphia, PA
Valid US driver’s license and a driving record in compliance with company standards. HCP engagement will involve probing, answering questions (e.g., drug to…
Estimated: $71.8K - $90.9K a year
Member Sales Representative
Goldfish Swim School - Fort Washington —Fort Washington, PA
Duties and Responsibilities: *Answers telephones, responds to inquiries, takes messages and screens and directs phone calls in a professional manner.*.
$12 - $17 an hour
Quick Apply
10d
4th Grade Spanish Language Arts/Social Studies Teacher
Independence Charter School —Philadelphia, PA
Pennsylvania State certification in teaching in appropriate subject area (highly preferred): PK-4 or K-6 elementary or K-12 Spanish *OR *in progress to attain…
$46,500 - $62,492 a year
Quick Apply
Customer Service Representative
North Penn Water Authority —Lansdale, PA
Assist customers by answering water quality and account questions, and resolving issues. Process payments, and assist customers with processing online payments.
Estimated: $32.6K - $41.2K a year
Quick Apply
6d

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Wealth Management Administrative Assistant

Meridian Bank Blue Bell, PA

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Job Details

Full-time Estimated: $41.4K - $52.4K a year 11 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

CRM software
Wealth management
Customer service
Microsoft Office
Finance
Administrative experience
Bachelor's degree
Customer relationship management
Computer skills
Customer support
Financial services
1 year
Communication skills
Time management
Travel planning

Full Job Description

Application Access:

Meridian Wealth Partners

We provide our clients with a comprehensive array of financial options and the trusted guidance to help them prepare for the future. We put the client first by utilizing our proprietary analytical system, the Progression of Wealth® financial planning. This revolutionary discipline connects the management of wealth to meaningful, personal goals.

Dealing with multiple brokers, banks and institutions can create fragmented finances. At Meridian Wealth Partners, we offer a more holistic approach to better organize and manage your portfolio. You benefit from better informational reporting, oversight and analytics once your assets are managed by a single trusted advisor.

In 2017, the revolutionary personalized planning process of HJ Wealth Management, LLC and the similar financial expertise of Meridian Financial Services combined to create Meridian Wealth Partners, LLC, all with the goal of further enhancing our client-first way of doing business.

Position summary: The Client Support Assistant will be responsible for a wide variety of duties as it relates to supporting the Director of Client Service, Directors, Managing Directors and other team members to deliver excellent client services and relationship management. In collaboration with our Director of Client Service, Directors, Managing Directors and other team members, this individual will focus on several key areas of the client experience including but not limited to – addressing client inquiries about products and services in a timely fashion, administering reports and preparing documents and presentations. In addition, this position is responsible for complying with established operating policies and procedures and reporting pertinent information to the immediate supervisor.

Qualifications required:

Bachelor’s degree in Finance or related field preferred
1-2 years of previous office administrative/support experience
1 year of previous customer service experience
Ability to adapt and remain flexible with ever changing tasks and client needs
Strong computer skills (MS Office, etc.)
High degree of attention to detail and ability to multitask

Essential functions and responsibilities:

Provides outstanding customer service to all parties while maintaining a positive and professional attitude
Demonstrates the ability to always think about the customer’s needs first and go above and beyond for them
Maintains the mindset of “client is always right” and “what can I do to help the office succeed?”
Greets visitors and directs them to appropriates individuals
Sends client email notifications and gifts
Submits expense reports/ Accounts Payable for Managing Directors
Responsible for mailing/ processing client reports
Coordinates with vendors
Prepares for client meetings
Schedules meetings and travel arrangements if needed
Inputs pertinent information into Tamarac, CRM and other systems to maintain data integrity
Prepares and analyzes needed paperwork for Directors and Managing Directors that will be needed for client meetings
Follows up with clients as needed for execution on planning or service items, additional information, or any other requests of team members
Analyzes client concerns/ feedback and works with other teams to provide immediate resolutions and make recommendations to meet or exceed client needs
Stays up-to-date about company products and services
Assists in developing process improvements to achieve service goals
Responsible for office appearance
Responsible for daily mail distribution
Provides overall administrative support for all of Meridian Wealth Partners
Conducts clerical duties including filing, answering phone calls, responding to email inquiries and preparing documents when requested
Maintains office supply inventory
Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
Communicates with management and coworkers in order to integrate goals and activities
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and all regulatory requirements.
Other duties as assigned

Success factors/job competencies:

Organizational and time management skills
Ability to work with little or no supervision
Excellent interpersonal and communication skills
Timely and regular attendance
Completes work in a timely manner
Actively seeks coaching
Tamarac Software application

Physical demands, work environment, and location:

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
Work environment: The noise level in this environment is minimal
Location: Various Meridian Wealth Partners locations as assigned

Performance standards:

Annual review

Meridian is an Equal Opportunity Employer.

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Retirement plan
Vision insurance

Schedule:

8 hour shift
Monday to Friday

Ability to Relocate:

Blue Bell, PA 19422: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Insurance Account Representative jobs in King of Prussia, PA

Wealth Management Administrative Assistant

Field Service Technician - Mechanical - Packaging

Territory Sales Representative - Philadelphia

Sales Representative

Patient Access Specialist

Front Desk Representative

Customer Service Representative (PART-TIME OPPORTUNITY)

Route Sales Representative

Medical Billing Specialist

Commercial Security Sales Representative

Benefits Case Worker

Outside Solar Sales Representative-Appointments Provided

Insurance - Customer Service Representative

Branch Sales Professional - Pest Control

Cultivation Specialist

Customer Service Representative

Pharmaceutical Field Sales Representative

Member Sales Representative

4th Grade Spanish Language Arts/Social Studies Teacher

Customer Service Representative

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