14 customer experience banker jobs found in Grand Rapids

Description Summary: Responsible for managing incoming Draw and Advance Requests from Regional Banking Customers. This role ensures customers are within their project budget and all applicable documentation is collected and retained. Duties and Responsibilities: Supports Regional Banking production by managing post loan booking customer draw requests within a timely manner and may manage the pre closing collection of necessary documents. Appropriately reviews and organizes pertinent documentation and information for the advance request to ensure within budget and availability of funds. Adheres to policy and procedures regarding Customer callback and authentication. Requests could include draw requests with more complexity and may include limited real estate or leasehold projects.  Construction requests may be moderately complex (i.e. - larger leasehold projects as well as less complex ground up...

Who We Are At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. HUB is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in over 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions What We Offer You At HUB International we want...

Customer Service Rep I Full-time Shift: 8:00 am to 8:00 pm  (Shift bidding process based on seniority) Grand Rapids, MI Assessment required -  Customer Service Rep   Analyzes, evaluates, resolves and primarily responds to low complexity level membership issues under various product lines. Primarily conducts low complexity internal and external research to determine and request the data needed to handle inquiries regarding membership.  Analyze and service various product lines in the area (i.e., Facility, Professional). Provide responses by telephone, check-off letters, and/or automated letters. Follow department/corporate reporting requirements (i.e., PCRS, ICS, Special Surveys and Manual counts).  Organize work to meet Nati45onal/Corporate/Department Production and Quality Standards.  Reroute misdirected inquiries.  Primarily evaluates membership issues/inquiries and price/adjudicates low complexity claims/inquiries.  Interact with others inside and outside the...

OBJECTIVE Agency Customer Service Representative/Trainer (Grand Rapids, Michigan) Objective To lead the Field Force to success by providing comprehensive training and customer service support for independent contractor insurance agents to quote, sell, and service clients. To provide operator service during normal business hours by answering and taking ownership of all incoming calls to the Agent Development Office (ADO) in a prompt, professional, and courteous manner. To proactively research and resolve policy issues by assisting agents and customers by phone, in-person, email, daily document listings, and system reports. To oversee daily office operations of the Agent Development Office and policy servicing. To be a multi-line subject matter expert for field staff. To offer training for all lines of business and system operations to ADO staff, agent staff, and agents. RESPONSIBILITIES Agency Customer Service...

Who We Are   At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.   HUB is   one of   the   largest global insurance and employee benefits   brokers ,   providing   a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over   20 ,000 employees in   over   6 00   offices throughout North America, HUB has   grown substantially, in   part due to our   industry   leading...

Sr. Associate Account Manager   -   Commercial Lines      Who We Are     At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry   expertise , but we still   maintain   the local flavor of our offices. Our structure enables our teams to   maintain   their own unique, regional culture.     HUB is   one of   the largest global insurance and employee benefits   brokers ,   providing   a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over   20 ,000 employees   in   over   6 00...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:  This role applies legal, regulatory, compliance, and financial services product expertise to support the design, maintenance, testing, and delivery of compliant Compliance Solutions products and solutions. The position researches and interprets federal and state legal and regulatory requirements, translates those requirements into clear product functionality, business...

We’re thrilled that you are interested in joining us here at the Amynta Group! The CUSTOMER SERVICE REPRESENTATIVE is responsible for handling all incoming calls to our call center. The Customer Service Representative is responsible for assisting callers regarding the company’s programs ESSENTIAL JOB DUTIES AND RESPONSIBILITIES* Receives incoming calls from customers, vendors, merchants, and service companies and resolve issues regarding specific products, terms and conditions, service calls, and general questions. Handles our customers’ first report of claims Maintains a continual working knowledge of our client’s products, services and promotions. Completes a variety of forms and documents that require limited to no judgment based on guidelines and customer responses, scripted documents and operational procedures. Delivers service utilizing prescribed standards to supply accurate information to callers and resolve their issues. Researches, responds to and...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance RN Field Case Manager This Field Case Manager will cover our Grand Rapids, MI region and MUST live in this area in order to be considered. Must be an RN and prefers 1.5 years of prior Field Case Manager workers compensation experience. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; though advocacy, progressive medical treatment, and timely return-to-work; while...

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 Commercial Lines Account Manager to join our growing team in Grand Rapids, MI .  The Commercial Lines Account Manager is responsible for providing high-quality service and support to clients, acting as the primary point of contact for commercial lines insurance needs. This role ensures effective communication between clients, carriers, and internal teams, while assisting with onboarding, servicing, and retaining accounts. The Account Manager will manage customer inquiries, resolve service issues, follow internal workflows, and contribute to the department’s overall success through account rounding, mentorship, and a commitment to client satisfaction. How You Will Contribute:   Meeting the overall insurance needs of our internal team and customers. Provide prompt, accurate service to our...

We’re thrilled that you are interested in joining us here at the Amynta Group! Provides exceptional customer service to internal and/or external customers. Responsibilities include but are not limited to: processing claims, providing standard information, completing forms, determining status of claims based on plan guidelines and meeting or exceeding department metrics for call handling, productivity and quality. ESSENTIAL JOB FUNCTIONS: Assists consumers by providing highest level of customer service; remains professional and polite at all times. Responds to standard questions and concerns from customers; follows-up with common questions to document nature and status of claim; communicates in a clear and educated manner. Processes routine or standard claims and a variety of forms based on documentation and categorization of claims; informs customer of results and closes out claim as appropriate; requests and reviews photos/receipts to complete processing if...

We’re thrilled that you are interested in joining us here at the Amynta Group! Provides exceptional customer service to internal and/or external customers, including field technicians and business partners. Responsibilities include but are not limited to: providing standard information, completing forms, determining status of claims and cases based on plan guidelines and meeting or exceeding department metrics for productivity and quality. ESSENTIAL JOB FUNCTIONS: Assists consumers by providing highest level of customer service; remains professional and polite at all times. Provides primary dispatching and administrative duties related to scheduling requests for service to technicians. Creates, dispatches and processes work orders to field personnel while ensuring all appropriate documentation and data entry is completed in a timely manner; interprets and follows-up on technician reports. Develops strong relationships with technicians and business partners....

We’re thrilled that you are interested in joining us here at the Amynta Group! Provides exceptional customer service to internal and/or external customers, including retailers and business partners. Responsibilities include but are not limited to: providing standard information, completing forms, determining status of claims based on plan guidelines and meeting or exceeding department metrics for call handling, productivity and quality. ESSENTIAL JOB FUNCTIONS: Assists consumers by providing highest level of customer service; remains professional and polite at all times. Responds to standard questions and concerns in a timely manner from consumers requesting status updates; completes follow-up requests to ensure customer satisfaction; communicates in a clear and educated manner. Reviews protection plans, service requests and technician reports to confirm accurate plan coverage; determines appropriate next steps for claim resolution. Contacts retailers,...

Job Description Summary: The Director of Placement – Commercial Lines reports to the Head of North America Insurance (NAI) Placement and will significantly contribute to the overall health and success of the Division by leading a high performing placement team that delivers exceptional products and services for Acrisure’s clients in deep partnership with Growth and Operations.  This role serves as the standard-bearer of Acrisure’s performance culture and client-focused values. Scope: This role supports the prioritization and execution of the Division’s operations and makes sure the placement functions are in sync with the business and are supporting the mission of the division. The division spans the following states:  Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, and Wisconsin.    Essential Responsibilities: Strategic planning and execution:   Partners with the Head of NAI Placement to...