20 Best Financial Representative jobs in Elk Grove Village, IL (Hiring Now!)

Customer Service Representative
Trionfo Solutions —Itasca, IL
Responsible for answering inbound calls, return clients calls/escalate as needed, document incidents, and escalate tickets as needed to the next level of…
Estimated: $38.9K - $49.3K a year
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Customer Service Representative
State Farm - Geovanni Trujano Agency —Mount Prospect, IL
Handle incoming customer inquiries in both English and Spanish via phone, email, and chat. Maintain detailed and organized records of customer interactions and…
$45,000 - $65,000 a year
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Entry Level Sales Representative
Power Home Remodeling —Des Plaines, IL
Monthly opportunities for performance-based rewards, such as luxury vacations, high-end electronics, gift cards, and tickets to concerts and events.
$72,000 - $130,000 a year
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5d
Physical Therapist - Out Patient Physical Rehab Services
Edward-Elmhurst Health —Kildeer, IL
Reporting to the Rehab Services Manager or Rehabilitation Supervisor with accountability to the Director and Team, performs evaluations, treatment planning,…
Estimated: $60.2K - $76.2K a year
Sales and Customer Service Representative
AEI ENERGY SERVICES —Elmhurst, IL
Develop and implement effective sales strategies. Conduct market research and analysis to identify new opportunities.
$55,157 - $60,000 a year
Quick Apply
Insurance Customer Service Representative
Kensington —Arlington Heights, IL
Property and Casualty licensing will be needed if you are not licensed already. Review coverages with clients to make sure they are properly covered.
From $35,000 a year
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Insurance Sales Representative - Allstate Agency Team Member
Allstate Agency - MK Insurance Group —Buffalo Grove, IL
Must have Insurance license (or must be willing to obtain). As a licensed sales team member you will develop customer relationships to help sell and market auto…
$55,000 - $95,000 a year
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Customer Service Representative
Brentano, Inc —Wheeling, IL
1-2 years experience in a customer service related field. In this role, you will be required to have a working knowledge or our products and industry and be…
$15 - $16 an hour
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11d
Inside Sales Representative
Great Day Improvements: A Family of Brands —Arlington Heights, IL
Experience with setting appointments, making outbound calls, or collections calls are seen favorably. Generate new leads through outbound & inbound calls.
Estimated: $51.2K - $64.8K a year
Inside Sales Representative
EXCALTECH —Rolling Meadows, IL
The responsibilities of the Technical Inside Sales (Account Manager) includes creating quotes, conducting VCIO reviews, renewing service and licensing…
$40,000 - $60,000 a year
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Client Service Associate
APC Financial Group, Ltd. —Mount Prospect, IL
Answers in bound calls, determines the nature of their call, and asks if they can help the caller. This position is responsible for delivering high quality…
$20 - $22 an hour
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11d
Client Services Associate
Gould Financial Group —Deerfield, IL
Illinois Life & Health insurance license obtained within 90 days of start date. Handle complex insurance client service issues and process incoming client…
$50,000 - $60,000 a year
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11d
Customer Service Representative
S and J Plumbing —Arlington Heights, IL
You will promote customer satisfaction by converting incoming customer calls into booked service appointments. 401k Plan with a 5% match.
$20 - $35 an hour
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Sales Representative
Express Property Solutions —Downers Grove, IL
As a Real Estate Acquisitions Specialist, you will be interacting with sellers who want to sell their homes quickly, for cash over the phone.
From $40,000 a year
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Outside Sales Representative - Chicago, IL
Noregon Systems —Chicago, IL
Requires a valid driver’s license and reliable insured vehicle. Generate leads through self-conducted research and networking, actively making multiple cold…
$50,000 - $100,000 a year
Quick Apply
Sales Representative
HongYuan Global Metal Packaging Co.,Ltd —Vernon Hills, IL
Bachelor’s Degree, business or related field preferred. Previous experience in sales, particularly in Aerosol tin can industry. 3+ years in a sales role.
$56,000 - $60,000 a year
Quick Apply
Sales and Marketing Representative
PuroClean of Carol Stream & Naperville, IL —Carol Stream, IL
Valid driver's license, with a clean record is required. Maintain and develop existing relationships with insurance agencies, adjusters and property management…
$40,000 - $100,000 a year
Quick Apply
12d
INSIDE SALES / CUSTOMER SERVICE REPRESENTATIVE
Nidec Drive Technology America Corp —Glendale Heights, IL
Answer all incoming pre and post-sale customer inquiries; customer account setup, expedite requests, cancellations, pricing or stock checks, order status…
$55,000 - $65,000 a year
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Sales Representative (Team Lead)
Mosquito Hunters of Chicago —Hoffman Estates, IL
Familiarity with sales reporting and customer relationship management tools is beneficial. Keeping accurate records of sales customer interactions, and feedback…
$45,000 a year
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Commercial Sales Representative
Advanced Moving & Storage, Inc. —Bensenville, IL
Solid computer skills required, including word processing, email, and typing. This position will be working on developing the commercial market.
Estimated: $47K - $59.5K a year
Quick Apply
4d

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Customer Service Representative

Trionfo Solutions Itasca, IL

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Job Details

Full-time Estimated: $38.9K - $49.3K a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Customer service
Finance
High school diploma or GED
Bachelor's degree
Account management
Bookkeeping
2 years
Accounting
Communication skills

Full Job Description

Feel good about the work you do. Feel good about your workplace.

Hybrid

Trionfo is a technology solutions company that empowers better benefits decisions. Whether you are a carrier, broker, employer, or individual, the Trionfo platform offers the most easy, streamlined, and intuitive way to take control of your dollars, time, and marketplace experience. Our fully integrated suite of benefit solutions focuses on action, leveraging relevant insight and data analysis, to provide the most hassle-free way to buy, sell, manage, and choose benefits packages.

The Customer Service Representative (CSR) will offer a unique opportunity to join a dynamic technology company that is changing how businesses, payers and employers/individuals evaluate, buy, manage, and get the most out of their benefits. The CSR is responsible for ensuring all customer inquiries (calls and emails) are handled on a priority basis, providing professional and efficient service. Responsible for answering inbound calls, return clients calls/escalate as needed, document incidents, and escalate tickets as needed to the next level of support.

Duties and Responsibilities:

Customer Support
Research benefits details and status and respond to customer inquiries in a high-volume customer response center involving both email and phone calls.
Handle inbound customer calls and make outbound customer calls to understand, verify, and correct employee/consumer benefits. Confirm coverages and look into billing inquiries, determining if and where issues exist, and correct them as necessary.
Install new groups and process individual applications on the platform.
Support employer/employee benefit onboarding initiatives and enrollment processes by providing digital platform expertise to brokers or other users. Help clients navigate the system correctly by providing ad hoc training on any aspect of the system relevant to the transaction (new hire additions, terminations, life event changes, or any qualifying event).
communicate information in a timely, courteous and professional manner
Perform data entry tasks.
Perform other duties, assignments and special projects that may be required sometimes.
Representatives may also have to work onsite occasionally outside of training to handle incoming and outgoing mail on as needed basis.
Required Teleworking as needed. Must adhere to Trionfo’s Teleworking Policy by demonstrating fundamental controls and practices in protecting Trionfo’s information/assets required by candidate to complete job duties at remote location as specified in policy.
Responsibilities and tasks outlined in this document are not exhaustive and may change as determined by the needs of the company.
Account Management
Act as a primary point of contact for assigned clients, building, and maintaining strong relationships.
Support ongoing education and platform processes by providing documentation, training materials, and guides.
Assist clients in navigating the system, best practices, and performing training sessions for platform users.
Monitor platform and account activity to proactively reach out to clients and address potential issues.
Collaborate with other departments, such as billing and development teams, to resolve complex issues and improve overall platform adoption.
Communication & Documentation
Participates in the development of operation procedures and processes.
Communicate key information in a timely and professional manner.
Document customer interactions and follow up on outstanding issues until resolution.

Education, Experience and Other Skills:

2+ years of serving as a customer service representative in a call center environment performing related duties.
2+ years of experience working in insurance, benefits, healthcare-related services, preferred.
High school diploma required. Bachelor's degree is preferred.
Must have experience working with MS Word, Excel, Outlook, and digital platforms.
Must have a strong sense of “brand” and customer experience.
Excellent verbal and written communication skills.
Strong independent decision-making, organizational, planning, and problem-solving skills.
Must be able to work flexible shift schedule to meet health insurance sales cycles.
Must be able to multi-task and respond to inquiries quickly with a high level of accuracy.

At Trionfo, we hire self-starters and "do-ers" whose values reflect our own. Do you have a passion for facing challenges head-on? Do you view yourself as someone who is detail-oriented and has strong account management and execution skills? Great! We value challenging work but do not take ourselves too seriously.

We will help you take continued steps forward in developing your overall customer success skills and creating untold opportunities for yourself. Working with some of the industry's best, you will grow in a supportive team environment while adding to your impact. Every day, Trionfo presents new opportunities for you to grow, learn, and thrive.

Why join Trionfo?

- Highly competitive compensation and commissions package, competitive benefits package, and multiple career paths.

- Flexible PTO (Paid Time Off).

- We offer a flexible, hybrid work environment.

- Casual dress. Want to wear jeans and a T-shirt to work? Cool. Us too.

- Collaborative teammates welcome you onboard and provide the support to help you succeed.

- Employee social events, team lunches, and office snacks to fuel you throughout the day.

Trionfo is committed to fostering an inclusive workplace where people across all dimensions of diversity and intersectionality, including, but not limited to race, ethnicity, religion, sexual orientation, age, marital status, disability, gender identity, gender expression, sex, or country of origin are welcomed, valued, and celebrated! We have an opportunity to increase representation at all levels and need your unique talents, background, and perspectives. We look forward to your contributions.

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Shift:

8 hour shift
Day shift

Weekly day range:

Monday to Friday

Work setting:

In-person

Experience:

Healthcare or insurance: 2 years (Required)
Customer Service: 2 years (Required)

Work Location: In person

Quick Apply

Financial Representative jobs in Elk Grove Village, IL

Customer Service Representative

Customer Service Representative

Entry Level Sales Representative

Physical Therapist - Out Patient Physical Rehab Services

Sales and Customer Service Representative

Insurance Customer Service Representative

Insurance Sales Representative - Allstate Agency Team Member

Customer Service Representative

Inside Sales Representative

Inside Sales Representative

Client Service Associate

Client Services Associate

Customer Service Representative

Sales Representative

Outside Sales Representative - Chicago, IL

Sales Representative

Sales and Marketing Representative

INSIDE SALES / CUSTOMER SERVICE REPRESENTATIVE

Sales Representative (Team Lead)

Commercial Sales Representative

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