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

Commercial and Industrial Relationship Assistant
Meridian Bank —Malvern, PA
Services internal and external customers with excellent customer service which includes answering customer queries and completing administrative work to process…
$50,000 - $55,000 a year
Quick Apply
8d
Alarm/Security Division Service Sales Representative
Oliver Fire Protection & Security —King of Prussia, PA
This position will initiate, develop, and close sales; recommend new service offerings and features; build account relationships.
$40,000 - $55,000 a year
Quick Apply
7d
Customer Service Representative
Confidential —Philadelphia, PA
The entry level Account Representative will connect daily with our customers and potential new leads. Our team also guarantees paid training and will be…
$40,000 - $55,000 a year
Quick Apply
14d
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: $43.3K - $54.9K a year
Quick Apply
7d
SEASONED ARCHITECTURAL SALES REPRESENTATIVE--Philly & South NJ
Consolidated Brick —Philadelphia, PA
A valid driver's license and a clean driving record, along with computer literacy. A strong commitment to customer satisfaction for the architects, general…
Estimated: $59.9K - $75.8K a year
Quick Apply
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
Outside Sales Representative
APR Supply Co. —Pottstown, PA
Daily outside sales calls to customer offices and shops. Must be able to learn and function in our Eclipse software system and utilize other electronic tools.
Estimated: $65.3K - $82.7K a year
Quick Apply
Entry Level Field Sales Representative
Restoration Company in Derwood MD —King of Prussia, PA
Conduct outside sales activities, such as canvassing/prospecting to generate leads yourself and close deals. Climb roofs to inspect them for storm damage (Hail …
$40,000 - $110,000 a year
Quick Apply
6d
Financial Representative (sales focused)
Northwestern Mutual —Wayne, PA
We welcome both entry level and experienced financial advisors to actively develop their client base, credentials, and financial acumen with our firm.
$90,000 - $250,000 a year
Quick Apply
5d
Insurance Customer Service Representative
Bill Weychert Agency —Conshohocken, PA
Our team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dream.
$35,000 - $65,000 a year
Quick Apply
5d
Integrated Security Sales Representative
Oliver Fire Protection & Security —King of Prussia, PA
Market, promote, and sell electronic security, access control, video surveillance, and intrusion alarm system installations, and other low voltage solutions to…
$40,000 - $75,000 a year
Quick Apply
7d
Field Service Specialist
Cambria —Philadelphia, PA
Experience:* Minimum 1-year experience in a field service or trade position preferred. Care is an integral part of what goes into Cambria products—and…
$23 - $30 an hour
CUA Case Manager
Greater Philadelphia Community Alliance —Philadelphia, PA
Possession of a valid proper class motor vehicle operator's license as issued by the Commonwealth of Pennsylvania (or state of residence) prior to appointment…
$60,000 a year
Quick Apply
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
Director of Quality Improvement
Greater Philadelphia Community Alliance —Philadelphia, PA
Overseeing/advising in the most complex situations; implementing all policies and procedures and creating/recommending policies having CUA-wide impact; making…
$86,250 - $90,000 a year
Quick Apply
Sales Representative - Travel Required
Vantine Imaging —Pennsylvania
Candidates must be willing to travel extensively, have a reliable automobile and a valid driver’s license. Have a valid driver’s license required.
$50,000 - $100,000 a year
Quick Apply
CSR - Customer Service Representative
Triton Marketing Inc —Conshohocken, PA
Desire to assist a company grow and develop career goals within the team. Basic administrative skills and accurate data entry. This is NOT a remote position.
$45,000 - $59,286 a year
Quick Apply
Leasing Associate/Customer Service Representative
BET Investments, Inc. —Media, PA
Handles telephone and on-site traffic, provides information about apartments and the community to prospective residents, schedules visits to the community and…
$19 - $22 an hour
Quick Apply
Customer Service Representative II
American Carpet South —Cinnaminson, NJ
You will receive calls from our Installation team regarding their estimated time of arrival and when they arrive to the customers home.
$18 an hour
13d
Insurance Account Representative - State Farm Agent Team Member
Dean Verno - State Farm Agent —Doylestown, PA
You may also assist in developing strategies and establishing quotas for our agency. Signing bonus for pre-licensed professionals.
$52,500 - $77,500 a year
Quick Apply
7d

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Commercial and Industrial Relationship Assistant

Meridian Bank Malvern, PA

Quick Apply

Job Details

Full-time $50,000 - $55,000 a year 8 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Flexible schedule

Qualifications

Microsoft Office
3 years
Finance
Analysis skills
Driver's License
Bachelor's degree
Computer skills
Certified Notary Public
Lending
2 years
Communication skills
Banking
Time management

Full Job Description

Position Summary: Responsible for providing direct support to the Commercial & Industrial Lending unit for the customer service and processing of loan and deposit products through the entire customer life cycle; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.

Qualifications required:

Bachelor’s degree in Finance or related field; or equivalent work experience
Knowledge of banking systems including primary database and online systems
Minimum of 3 years experience in a commercial lending environment
Strong computer skills (MS Office, etc.)
High degree of attention to detail and ability to multitask
Flexible approach to new assignments
Notary Public (or the ability to become one)

Essential functions and responsibilities:

Valid Driver’s License
Provides service support to 3-5 commercial loan officers by assisting with all client servicing needs
Performs diverse, advanced and confidential administrative support functions
Services internal and external customers with excellent customer service which includes answering customer queries and completing administrative work to process loan and deposit requests
Support the sales process and development prospecting of Relationship Managers including managing prospect lists and organizational tasks
Performs insurance due diligence / reviews for C&I Loans
Ensures compliance to government regulations and bank policies and procedures
Provides external customer support for inbound servicing inquiries related to any of the client’s accounts
Assists document prep unit around loan closings and related documentation activities
Facilitates and occasionally attends loan closings. Performs role of backup relationship manager. Effectuates communication with customer in this role
Works closely with the Information Manager to update and populate the tickler system
Facilitate and administers internal processes around loan administration such as financial information gathering, and other tickler system maintenance
Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities
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 overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Other duties as assigned

Success factors/job competencies:

Organizational and time management skills
Ability to work with little or no supervision
Advanced administrative and analytical skills
Excellent interpersonal and communication skills
Timely and regular attendance
Completes work in a timely manner
Actively seek coaching
Ability to work as part of a team in a fast-paced work environment

Application Access:

Jack Henry
CRM

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 Bank locations as assigned including but not limited to the following job-related travel requirements: Customer/Client locations, work events, charity events, loan closings and site visits, etc.

Equal Opportunity Statement

Meridian Bank is an Equal Opportunity Employer

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance

Experience level:

2 years

Shift:

Day shift

Weekly day range:

Monday to Friday

Work setting:

In-person
Office

Ability to Commute:

Malvern, PA 19355 (Required)

Ability to Relocate:

Malvern, PA 19355: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Insurance Account Representative jobs in King of Prussia, PA

Commercial and Industrial Relationship Assistant

Alarm/Security Division Service Sales Representative

Customer Service Representative

Wealth Management Administrative Assistant

SEASONED ARCHITECTURAL SALES REPRESENTATIVE--Philly & South NJ

Field Service Technician - Mechanical - Packaging

Outside Sales Representative

Entry Level Field Sales Representative

Financial Representative (sales focused)

Insurance Customer Service Representative

Integrated Security Sales Representative

Field Service Specialist

CUA Case Manager

4th Grade Spanish Language Arts/Social Studies Teacher

Director of Quality Improvement

Sales Representative - Travel Required

CSR - Customer Service Representative

Leasing Associate/Customer Service Representative

Customer Service Representative II

Insurance Account Representative - State Farm Agent Team Member

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