2 customer service jobs found in Park Ridge

Description Summary: The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers. Responsible for partnering with every line of business (Mortgage,...

Overview FM Affiliated is looking for a Production Underwriter to join the Chicago Office. This unique opportunity to be a part of the largest FM Affiliated office is extremely important because the FM Affiliated Production Underwriter is responsible for both new business production as well as renewal retention while maintaining underwriting profit and protecting the company’s assets. The Production Underwriter demonstrates team leadership and initiative, good judgment, and decision-making skills.   We are open to considering candidates with a variety of experience levels for this role. Both mid-level and senior-level candidates are encouraged to apply. Responsibilities The Production Underwriter must effectively market FM Affiliated products and services to a network of producers with whom long term relationships are developed, maintained, and cultivated. The FM Affiliated production underwriter is responsible for...