5 financial representative jobs found in Fort Myers

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details: ·Ft. Myers, Venice, Sarasota, Naples, Port Charlotte, Kendall, Plantation, Palm Beach Gardens, Vero Beach, Melbourne, Stuart , FL Position Schedule / Shift: ·Monday - Friday 8:30am - 5:30pm Position Summary Customer service talent is in demand, and today’s candidates want a role where they can build relationships, grow their skills, and make a real impact every day. As a Branch Customer Service Representative with The Auto Club Group, you’ll be the welcoming face of AAA—helping members with trusted products and services while driving satisfaction, sales, and long-term career growth. Key Responsibilities Member Service & Sales: Greet, service, and support members by promoting and selling membership, travel products, select banking products, and other ACG offerings. Lead Generation & Promotions: Generate leads, share travel and insurance...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details: · Ft. Myers, FL Position Schedule / Shift: Monday - Friday 8:30am - 5:30 as well as Saturday from 9am-1pm. You may take 4 hours off during the week or be paid Overtime if you do not. Position Summary The Auto Club Group is seeking a customer-focused Field Insurance Service Representative to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG’s insurance, membership, and financial products. Key Responsibilities Customer Service & Member Support Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed. Participate in team service efforts and help deliver...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown   is   seeking   an   Assistant Account Manager   to join our growing team in   Fort Myers, FL !         The purpose of the customer service representative (CSR) is to provide prompt, efficient, and high-quality customer service within a high-volume insurance center. The focus of the role is   customer   experience to increase customer retention.     How You Will Contribute:       Assists Account Manager in obtaining information from the client for new and renewal policies, updates applications, and policy details to prepare for   market .   Rates, quotes, and   issues   policies as   required   reviews policies and endorsements for accuracy for delivery to the insured and updates details in systems.   Reviews and...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details: · Ft. Myers, FL Position Schedule / Shift: ·Monday - Friday 8:30am - 5:30pm Position Summary Customer service talent is in demand, and today’s candidates want a role where they can build relationships, grow their skills, and make a real impact every day. As a Branch Customer Service Representative with The Auto Club Group, you’ll be the welcoming face of AAA—helping members with trusted products and services while driving satisfaction, sales, and long-term career growth. Key Responsibilities Member Service & Sales: Greet, service, and support members by promoting and selling membership, travel products, select banking products, and other ACG offerings. Lead Generation & Promotions: Generate leads, share travel and insurance specials, provide travel information, and conduct outbound promotional calls for insurance and travel products....

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a   Risk Mitigation Specialist  to join our growing team in Ft. Myers, FL.         The Risk Mitigation Specialist will help businesses create safer, more compliant, and productive workplaces. This individual will provide support in report generation, data entry, and training delivery.       How You Will Contribute:     Draft, edit, and format various safety-related reports with accuracy and clarity, using standard or custom formats.    Gather data from multiple sources to support report content and incident documentation.    Maintain accurate safety records, training logs, and compliance files, both digitally and physically.    Assist in analyzing safety data to identify trends and improvement areas....