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  • Customer Support Specialist

    Russell Tobin 4.1company rating

    Account specialist job in Columbus, OH

    /Details: Are you ready to join a Fortune 500 global financial services firm where accuracy, client care, and operational excellence drive everything we do? Do you excel under pressure, communicate with clarity, and thrive when details matter? If so, you'll be a perfect fit for an open contract position we are hiring for! Join a premier global financial institution renowned for its unwavering commitment to integrity, client-centric solutions, and operational excellence. With a legacy spanning decades, this firm is actively hiring a Customer Support Specialist to join its team in Columbus, Ohio. Important Details: 6-month contract (Temp to Perm Goal) Columbus, Ohio (on-site) $19.17/Hour Pay PTO, 401K retirement savings, healthcare coverage, supplemental coverage Responsibilities Include: Responding to client inquiries via phone with professionalism and accuracy, assisting with a wide range of brokerage-related questions, including account details, transactions, and general financial services, while ensuring all responses align with internal quality and compliance standards. Supporting clients with digital platforms, providing guidance and troubleshooting for the brokerage's online portal and mobile app-resolving login issues, navigating features, and ensuring a smooth digital experience. Assisting with Brokerage Cash Management services, including debit cards, check-writing, and funds transfers-ensuring clients understand and can effectively use the full suite of cash management tools available to them. Consistently meeting performance goals such as call quality, response time, and customer satisfaction, while escalating complex issues when necessary and maintaining a strong commitment to delivering a world-class client experience. Qualifications: Degree in Finance, Accounting, Business, or related field Ability to thrive in a fast-paced, team-oriented environment Strong multitasking skills and adaptability in a dynamic financial service center Pride Global and its affiliates, including Russell Tobin, Pride Health, Pride Now, and Pride One, offer eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors. As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies. We are the staffing arm of the Pride Global network, a minority-owned integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization.
    $19.2 hourly 21h ago
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  • Lead Zuora Billing and Revenue Consultant Remote - US

    Twilio 4.5company rating

    Remote account specialist job

    Lead Application Engineer, Zuora Billing and Revenue Remote - US Who we are At Twilio, we're shaping the future of communications, all from the comfort of our homes. We deliver innovative solutions to hundreds of thousands of businesses and empower millions of developers worldwide to craft personalized customer experiences. Our dedication to remote-first work, and strong culture of connection and global inclusion means that no matter your location, you're part of a vibrant team with diverse experiences making a global impact each day. As we continue to revolutionize how the world interacts, we're acquiring new skills and experiences that make work feel truly rewarding. Your career at Twilio is in your hands. See yourself at Twilio Join the team as Twilio's next Lead Application Engineer, Zuora Billing & Revenue About the job This position is needed to join our Enterprise Application Development and Operations team. This role will focus on leading, designing, architecting, configuration, development, and testing of Zuora Billing and Revenue-specifically within the Invoice-to-Cash (I2C) and Revenue areas-to support key functions across Finance, Billing, Accounts Receivable (AR), Revenue Recognition and Accounting. The ideal candidate is a self-starter with a strong analytical mindset, exceptional communication skills, and should be able to lead and conduct design workshops with the business, build a prototype of the system for demos before the start of the development phase. The candidate will partner closely with cross-functional teams including Global Accounting and Billing to drive automation, scalability, and innovation across Twilio's I2C landscape. Responsibilities In this role, you'll: Lead a design, configuration, development, and testing of Zuora solutions focused on Billing, AR, Cash Application, and Revenue processes. Conduct business workshops to gather and analyze requirements and translate them into effective Zuora solutions. Partner with process owners to define and benchmark operational KPI and to develop/deliver KPI dashboards and reports by using Zuora object queries and data queries etc Create system prototypes and demos to validate solutions with stakeholders before development begins. Lead cross-functional requirement sessions to elicit, document and analyze business requirements and functional specifications. Includes identifying unspoken or conflicting requirements and challenging the norm. Collaborate with Finance, Billing, and Revenue teams to ensure accurate implementation of business processes. Integrate Zuora Billing and Revenue with multiple upstream usage systems and downstream accounting platforms like Oracle Fusion, Highradius, Monkey, Salesforce, etc Perform checks and monitoring the critical processes in production instances and proactively identify the issues and fix them Make sure team is performing regular KLO operations and stakeholders support with daily activities, Financial close, reconciliations etc Support QAR, Audit and SOX compliance. Mentor and lead junior consultants in the team to enable them to make project deliverables. Qualifications Twilio values diverse experiences from all kinds of industries, and we encourage everyone who meets the required qualifications to apply. If your career is just starting or hasn't followed a traditional path, don't let that stop you from considering Twilio. We are always looking for people who will bring something new to the table! Required: Strong hands-on experience in Zuora Billing and Revenue modules including Product and customer master data management in Zuora Demonstrated ability to lead the end-to-end implementation lifecycle-from requirements gathering through to testing and deployment. Solid understanding of Billing and revenue workflows, including integrations with usage load via Mediation, taxation and Invoice presentment Experience working closely with finance and accounting stakeholders in global organizations. Excellent interpersonal, verbal, and written communication skills. Strong time management and organizational skills; able to manage multiple initiatives in parallel. Should have a good knowledge of change management, Agile methodologies. Certifications in Zuora Billing and Revenue implementations Location This role will be remote, but is not eligible to be hired in San Francisco, CA, Oakland, CA, San Jose, CA, or the surrounding areas. Travel We prioritize connection and opportunities to build relationships with our customers and each other. For this role, you may be required to travel occasionally to participate in project or team in-person meetings. What We Offer Working at Twilio offers many benefits, including competitive pay, generous time off, ample parental and wellness leave, healthcare, a retirement savings program, and much more. Offerings vary by location. Compensation The successful candidate's starting salary will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location. Applications for this role will be accepted on an ongoing basis. Twilio thinks big. Do you? We like to solve problems, take initiative, pitch in when needed, and are always up for trying new things. That\'s why we seek out colleagues who embody our values - something we call Twilio Magic. Additionally, we empower employees to build positive change in their communities by supporting their volunteering and donation efforts. So, if you\'re ready to unleash your full potential, do your best work, and be the best version of yourself, apply now! If this role isn\'t what you\'re looking for, please consider other open positions. Twilio is proud to be an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Additionally, Twilio participates in the E-Verify program in certain locations, as required by law. Voluntary Self-Identification of Race & Ethnicity and Protected Veterans Status For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Twilio's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Voluntary Self-Identification of Disability Form CC-305, OMB Control Number 1250-0005, Expires 04/30/2026 Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at ***************** . How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson's disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete. Disability Status * Select... Voluntary Self-Identification of Gender * Select... Voluntary Self-Identification of Race/Ethnicity * Select... Select... Voluntary Self-Identification of Sexual Orientation * Select... By checking this box, I consent to Twilio collecting, storing, and processing my responses to the demographic data surveys above. * #J-18808-Ljbffr
    $76k-102k yearly est. 4d ago
  • Remote SAP VIM Solution Lead for AP Optimization

    IBM Computing 4.7company rating

    Remote account specialist job

    A leading technology company seeks an SAP VIM Solution Lead to oversee the Vendor Invoice Management solution within their SAP environment. This role requires strong experience with SAP VIM, overseeing invoice-processing efficiencies and ensuring compliance with Accounts Payable processes. The ideal candidate will manage the solution roadmap, validate requirements, collaborate with technical teams, and lead cross-functional discussions. This position is open to remote work anywhere in the US, with a focus on innovation and continuous improvement. #J-18808-Ljbffr
    $80k-104k yearly est. 5d ago
  • Customer Experience Advocate

    Cymbiotika

    Remote account specialist job

    At Cymbiotika, we believe that wellness starts with trust. That's why we're committed to creating supplements that are not only effective but also transparent. From the moment you pick up one of our products, you'll know exactly what's inside-no hidden ingredients, no confusing labels. We take pride in using only the highest-quality ingredients, carefully sourced and backed by science, to ensure you're getting the best of nature and innovation in every supplement. We understand that health is personal, which is why our supplements are designed to work with your body, not against it. By focusing on bioavailability and using advanced liposomal delivery systems, we ensure that your body can absorb and use the nutrients to their fullest potential. Our goal is simple: to help you feel your best, with products you can trust, made with ingredients you feel good about. With Cymbiotika, you're not just taking a supplement-you're joining a community of people who value wellness, science, and the power of transparency. We're here to empower you on your journey to better health, every step of the way. We are looking for a motivated and experienced Customer Experience Advocate to join our Cymbiotika team! As a Customer Experience Advocate, you will be tracking all points of customer engagement, addressing customer queries, and identifying ways to improve our customer services. Role Overview As a Customer Experience Advocate, you are the voice of the company, specializing in extensive product knowledge, record keeping, and problem solving. Working alongside multiple departments, you will answer customer questions and concerns with confidence and a positive attitude. Responsibilities: Provide customers with order verification, updates regarding shipment, product availability and pricing. Work closely with cross-functional departments to enhance customer services and brand awareness. Provide analytical and specialized administrative support with general instructions. Inform customers about new products and usage. Analyze customer feedback on new and existing products, as well as preparing reports. Respond to customer queries in a timely and effective manner, via phone, email, or social media. Participate in weekly meetings that are structured to aid in the enhancement of professional development. Maintain accurate records and document all customer service activities and discussions. Requirements: At least 1 year of relevant experience Exceptional communication, collaboration, and problem-solving skills. Exceptional interpersonal skills and a client-centered approach. Great organizational and time management abilities. Proficiency in Google and customer service softwares What We Offer: Welcome Package: Receive a curated selection of Cymbiotika products to kickstart your wellness journey with us at your 45th day. Exclusive Employee Discounts: Enjoy 70% off all products for yourself and 50% off for friends and family. Flexible Fridays: Work from home Fridays to ease into your weekend with balance and flexibility. Catered Team Lunches: Connect with your colleagues over delicious catered lunches every Wednesday. Beverage Perks: Cold brew, coffee, and fridge full of drinks. Snacks: Variety of snacks to keep you fueled. Wellness Facilities: Unwind in our on-site meditation room or recharge with red-light therapy. VIP Access: Enjoy exclusive suite access at Petco Park for San Diego Padres home games. Fitness Perks: Complimentary ClassPass membership for access to fitness classes and wellness activities. Paid Time Off: Enjoy 13 paid company holidays, a generous PTO policy that grows with your tenure, and dedicated sick time to support your health and work-life balance. Comprehensive Health Benefits: Dental, vision, and health insurance plans with 100% employer-paid coverage options. Exclusive Lifestyle Discounts: Special offers through partners like Farmers Insurance, hotels, movie theaters, theme parks, and more. Team-Building Activities: Join regular team outings and events that foster collaboration, creativity, and fun. Retirement Plan: 401(k) plan with matching contributions to help secure your financial future. Community Engagement: Participate in company-sponsored volunteer events and give back to causes that matter.
    $40k-55k yearly est. 4d ago
  • Remote Customer Support Specialist

    Talentoma

    Remote account specialist job

    Remote Customer Support Specialist (Work From Home) | $3,300-$3,900/month We're hiring Remote Customer Support Specialists to join our growing team. This is a fully remote / work-from-home customer service role focused on handling inbound calls and helping customers with general questions, updates, or basic support needs. You'll be the first point of contact for customers-so clear communication, patience, and a calm, professional tone matter. If you enjoy talking to people, following simple processes, and solving straightforward issues while working independently, you'll feel right at home here. What You'll Do (Key Responsibilities) Answer inbound customer support calls and provide accurate, helpful responses Make occasional outbound calls (appointment reminders, follow-ups, or status updates) Maintain a friendly, patient, and professional tone on every interaction Document call notes and key details accurately using our digital tools and systems Follow step-by-step call handling procedures to keep conversations efficient and consistent Stay connected with your remote team through chats, updates, and scheduled check-ins What We're Looking For (Qualifications) Strong speaking skills, active listening, and clear communication Comfortable using a computer and switching between basic tools (calls, notes, systems) Reliable internet connection and a quiet, distraction-free home workspace Team-minded attitude-willing to ask questions and support others No experience required - paid training is provided Customer service experience (call center, retail, hospitality) is a plus, not required Pay & Benefits Monthly pay: $3,300-$3,900 (based on experience) 100% remote - work from the comfort of home Paid training starting day one Flexible scheduling options (including weekends based on availability) Supportive team culture with approachable managers Growth and advancement opportunities within the company If you're ready to start a remote customer support role with training, flexibility, and a supportive team, apply today. 📞💻
    $3.3k-3.9k monthly 2d ago
  • Construction Client Account Associate

    Project One 4.6company rating

    Remote account specialist job

    About The Company Project One is a nationwide facilities maintenance company that was founded by the vision of varied industry professionals. We are a company that highly values relationships and provides exceptional service. Project One has become a trusted Commercial service provider for big box retailers, restaurants, and many concepts across the country. Our top priority is our customer service and quality of work. Project One undertakes emergencies, on-demand repair, renovation, construction, and maintenance projects. What's in it For You • Project One will provide you with a company owned laptop that can be utilized remotely if needed • Market-leading benefits program including 401k and paid time off • Take charge of your career through growth opportunities and management positions • Be a part of a growing and thriving company with focused professionals Summary Managing a portfolio of accounts to achieve long-term success. Developing positive relationships and handling customers' needs. Generating new sales using existing customers and seeking new customers, encourage repeat business and ensure that clients are satisfied with company products and services. Managing on-call and after-hours responsibilities to ensure our clients are taken care of 24/7. Key Responsibilities & Accountabilities of Client Account Associate • Demonstrate innovative ways to insure exceptional customer service • Acting as the main point of contact between the company and clients • Works with dispatch to insure complete management of job completions and accuracy • Works with purchasing to ensure clients expectations of products and services are met • Ensuring Sub Contactors and Technicians are meeting expectation on jobs and projects • Preparing and sending quotes and proposals to clients • Ensuring that all contracts and necessary paperwork are signed for large projects • Tracking and uploading all expenses for all jobs to ensure accuracy • Preparing invoicing and submitting them to clients • Ensuring clients are not past due on invoices • Maintaining an accurate record of client payments • Resolving client complaints in a professional manner and reporting them to management as required • Introducing new company products and services to existing clients • Developing and maintaining solid client relationship by regularly following up on clients • Drive company sales by building and maintaining relationships with existing and new clients • Report tracking of current projects to clients and management • Sales reporting to Management weekly and quarterly • Travel to markets to develop relationships and generate more sales for your accounts Minimum Qualifications • Desired 2+ years of inside sales experience or customer service • Experience managing projects, work orders, small construction jobs not required but preferred • Experience with Simpro, Service Channel, Compass, Eco Trak, and FM Pilot2 not required but preferred • Proficient in all Microsoft Office Applications not required but preferred Basic Areas of Knowledge & Skills • Ability to cold call with assertive, positive, and persistent style • Ability to work independently and in a team setting • Relationship Building Skills • Understands the importance of self-motivation, time-management, and organizational skills • Thrives in a fast-paced environment that requires problem solving and decision making • Strong analytical skills • The ability to multitask • Strong negotiation skills • Effective communication skills Job information Job Type: Full Time Pay: Est Annual Salary: $62,500.00 - $65,000.00 Supplemental Pay Types: Monthly Tiered Commissions Benefits • Market-competitive, employer matching 401(k) Retirement Plan o For each percent invested by the team member, Project One will match up to 4% • Paid Time-off o PTO begins accruing on the first day of employment and becomes available for taking after 90 days o Up to 80 hours of PTO are granted each year for the first three years o Up to 120 hours of PTO are granted beginning the fourth year (3-year anniversary) o Up to 160 hours of PTO are granted beginning the sixth year (5-year anniversary) • Medical Insurance (coming soon) Work Setting: In Person with Remote Work Available per the Remote Work Policy Travel: Quarterly travel expected after first 90 days Project One is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other protected class status. All qualified individuals are encouraged to apply. If you need a reasonable accommodation with respect to Project One's application or hiring process due to a disability, please contact the Human Resources department at *************************. Benefits: Competitive salary based on experience. 401(k) plan with company match. Paid time off and holidays. Work from home allowance hrs. based on performance Professional development and training opportunities. Travel and per diem allowances (when applicable)
    $62.5k-65k yearly 2d ago
  • Insurance Billing Specialist - Medicare & Medicaid Denial And Appeals

    Teksystems 4.4company rating

    Remote account specialist job

    TEKsystems has a current opening for a remote insurance follow up/medical billing candidate. Qualified individuals will have a minimum of 2 years of experience with Iowa and/or Illinois Medicaid and Medicare insurance follow up experience. *Description* Daily Duties: * Work with centralized cash posting team to resolve missing or unposted remite * Ensure all claims are accurately transmitted daily and all appropriate documentation is sent when required * Verify eligibility and claims status on unpaid claims * Provide timely feedback to management of identified claims issues, repetitive errors, and payer trends to expedite claims adjudication * Work accounts in assigned queues in accordance with departmental guidelines * Work directly with third party payers and internal/external customers toward effective claims resolution. *Skills & Qualifications* High School graduate or equivalent Must have Iowa and/or Illinois Medicaid payer experience Physician Billing and Denial/Follow Up experience - 2+ years EPIC experience Payer portal claim corrections and reconsiderations knowledge - ex. Availity Work from home space required *Job Type & Location*This is a Contract position based out of West Des Moines, IA. *Pay and Benefits*The pay range for this position is $19.00 - $22.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type*This is a fully remote position. *Application Deadline*This position is anticipated to close on Jan 23, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
    $19-22 hourly 21h ago
  • Client Success Specialist

    STAQ Pharma Inc. 3.7company rating

    Account specialist job in Columbus, OH

    Job Description This role is central to the full sales process, serving as the primary point of contact for the sales team and managing customer service needs to keep daily operations running smoothly. Success in this position requires strong organization, sharp attention to detail, excellent written communication, and solid IT capability. Experience in a pharmacy or cGMP facility is preferred. The role also handles tradeshow and travel coordination, partners with the Accounting Department to ensure timely billing, generates reports, manages customer follow-up, and maintains the Salesforce CRM system. Daily customer outreach is expected to uphold high service standards. This position supports the field sales team and provides inside-sales support as needed. Core Tasks Set up new customer accounts and verify DEA and state licensure. Onboard new customers and email login credentials Follow up on customer questions and concerns, including product availability and shipping timelines. Assist in packaging and shipping pharmaceutical products to clients. Communicate directly with customers and maintain accurate, detailed notes in the CRM system. Process and fulfill customer orders with accuracy and urgency. Coordinate customer order shipments and deliver high-quality service throughout the process. Maintain a clean, organized, and efficient work area. Values Demonstrates Innovation abilities by identifying and speaking up about possible improvements and identifying more efficient ways of doing things. Operates with Integrity by maintaining high ethical standards, cares, shows trust and respect with all employees Collaborates to create or participate effectively on diverse and high performing teams, Is open to new ideas and perspectives, communicates across shifts, and demonstrates a safe work environment Demonstrates a passion to Perform by meeting personal and departmental goals, gains knowledge to display increasing independence, instills confidence in ability to perform required tasks, and progresses on qualifications within reasonable timelines Demonstrates Courage by speaking up, accepts constructive feedback, and takes accountability for mistakes and make necessary corrections Preferred Skills/Abilities: Strong team-player mindset with the ability to collaborate across departments. Exceptional attention to detail. Experience in a highly regulated manufacturing environment or pharmacy preferred. Willingness to take on tasks outside standard responsibilities to support company needs. Background as a pharmacy technician or pharmacy buyer in a hospital setting is beneficial. Experience in sales support, cGMP environments, pharmaceuticals, customer service, or 503B outsourcing is a plus. MDS (Systems House) experience is a plus. Proficiency in Microsoft Excel is required. Education and Experience: High School Diploma or GED Required Certified Pharmacy Technician or College Degree, Preferred Minimum of 2 years of continuous work experience in customer service, pharmacy, warehouse, or other fulfillment related experience Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Lift up to 40 pounds and occasionally push or pull pallets or product containers. About STAQ Pharma STAQ Pharma is a 503B outsourcing facility that produces sterile injectable medications for hospitals and health systems. The company operates under strict regulatory standards and maintains offices in Denver, Colorado, and Columbus, Ohio.
    $45k-82k yearly est. 19d ago
  • Supervisor, Customer Retention (Remote)

    Globe Life and Accident Insurance Company 4.6company rating

    Remote account specialist job

    At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Customer Retention Supervisor - Back Office? Globe Life is looking for a Customer Retention Supervisor - Back Office to join the team! In this role, you will be responsible for managing reinstatement processes and contact center transactions for various Globe Life Brands. The Customer Retention Supervisor - Back Office will assist with overseeing, tracking, and processing agent conversations for the Customer Retention Department. This position will also oversee waiver of premium and payment processing functions performed from call center retention efforts. This is a remote/work-from-home position. What You Will Do: Routinely monitor and assign tasks received in Back Office. Monitor KPI targets for processing within an acceptable time and accuracy expectation. Ensure audit targets are met and quality feedback is provided. Assisting Agents with escalation and reinstatement questions. Partner with the field to ensure all questions and concerns are handled timely. Complete reporting for all Reinstatement Initiatives. Provide Management with status updates or trends. Assisting in all positions as needed. Review and approve refunds processed by Reinstatement Clerks. Manage a team of clerks with varying skill level. Review/approve/edit timesheets through Kronos. Oversee the overall work product of the group to ensure accuracy. Hire new staff as necessary. Facilitate corrective actions and employee improvement plans as necessary. Responsible for ensuring department goals are met. What You Can Bring: High School Equivalent. Associate degree and/or equivalent work experience. 3 years of previous supervisory experience required. Insurance experience preferred. Ability to work independently and meet deadlines. Ability to manage remote employees. Requires leadership and people skills. Strong organizational and time management skills. Ability to handle multiple projects at once. Organizational skills and attention to detail. Excellent verbal communication skills and ability to interact professionally with a diverse group. Excellent MS Office skills required (Word, Excel, and Access a plus). Ability to run basic SQL queries. Applicable To All Employees of Globe Life Family of Companies: Reliable and predictable attendance of your assigned shift. Ability to work full time and/or part time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: Competitive compensation designed to reflect your expertise and contribution. Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan. Paid holidays and time off to support a healthy work-life balance. Parental leave to help our employees welcome their new additions. Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. Company-paid counseling for assistance with mental health, stress management, and work-life balance. Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
    $31k-36k yearly est. Auto-Apply 5d ago
  • Phlebotomy Specialist-Client Office

    Labcorp 4.5company rating

    Account specialist job in Columbus, OH

    At LabCorp we have a passion in helping people live happy and healthy lives. Every day we provide vital information that helps our clients and patients understand their health. If you are passionate about helping people and have a drive for service, then LabCorp could be a great next career step! We are currently seeking a Phlebotomist to work in a client office. In this role you will provide exceptional customer service, perform skilled specimen collections and be the face of the company. In addition, you will be provided opportunities for continuous growth within the organization. * QUARTERLY INCENTIVE BONUS PROGRAM PST's may be eligible for participation in the PST Incentive Plan, which pays a quarterly bonus based on performance metrics. Benefits: Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN & Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. Employees who are regularly scheduled to work a 7 on/7 off schedule are eligible to receive all the foregoing benefits except PTO or FTO. For more detailed information, please click here. All job offers will be based on a candidate's skills and prior relevant experience, applicable degrees/certifications, as well as internal equity and market data. Work Schedule: (32 Hours Weekly) Monday-Thursday 8:00am-5:00pm with 1- hour lunch break The hours/location may change/vary based on business need and/or the request(s) of your supervisor or management. Work Location: Columbus, GA This position does not require you to be fully vaccinated against COVID-19. Job Responsibilities: * Perform blood collections by venipuncture and capillary techniques for all age groups. * Collect specimens for drug screens, paternity tests, alcohol tests etc. * Perform data entry of patient information in an accurate and timely manner. * Process billing information and collect payments when required. * Prepare all collected specimens for testing and analysis. * Maintain patient and specimen information logs. * Provide superior customer service to all patients. * Administrative and clerical duties as necessary * Assembling equipment such as: tourniquet, needles, disposable containers for needles, blood collection devices, gauze, cotton, and alcohol on work tray, according to requirements for specified tests or procedures, * Performing other responsibilities as required, Work with and draw from a wide range patient cases in a confident manner, * Maintaining safe, secure, and healthy work environment by following standards and procedures and complying with legal regulations, * Verifying or recording identity of patient or donor and converses with patient or donor. * Maintaining Refrigerator and Freezer temperatures. * Maintain a safe, secure, and healthy work environment, * Comply with legal Phlebotomy regulations, Handle urine analysis, blood testing, Perform a variety of routine blood drawing procedures. * Travel to additional sites when needed. Job Requirements: * High school diploma or equivalent * Phlebotomy certification or completed training program from an accredited agency or previous experience as a phlebotomist is required * Proven track record in providing exceptional customer service * Strong communication skills; both written and verbal * Ability to work independently or in a team environment * Comfortable working under minimal supervision * Reliable transportation required * Flexibility to work overtime as needed * Able to pass a standardized color blindness test If you're looking for a career that offers opportunities for growth, continual development, professional challenge and the chance to make a real difference, apply today! Labcorp is proud to be an Equal Opportunity Employer: Labcorp strives for inclusion and belonging in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications and merit of the individual. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law. We encourage all to apply If you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our accessibility site or contact us at Labcorp Accessibility. For more information about how we collect and store your personal data, please see our Privacy Statement.
    $28k-41k yearly est. Auto-Apply 3d ago
  • Customer Retention Specialist - State Farm Agent Team Member

    Heather Taylor-State Farm Agent

    Remote account specialist job

    Job DescriptionBenefits: Bonus based on performance Competitive salary Paid time off Training & development Position Overview: We are seeking a motivated and dynamic Remote Sales Insurance Account Representative to join our growing team here at Heather Taylor State Farm Insurance. In this role, you will be responsible for providing exceptional service to clients, generating new business opportunities, and maintaining strong relationships with existing clients. You will work remotely, utilizing digital tools and communication platforms to achieve sales targets and deliver outstanding customer support. Key Responsibilities: Client Engagement: Actively engage with potential and existing clients through phone calls, emails, and virtual meetings to understand their insurance needs and provide appropriate solutions. Sales Generation: Identify and pursue new business opportunities by prospecting, networking, and leveraging referrals. Meet or exceed monthly and quarterly sales targets. Policy Management: Assist clients with policy applications, renewals, and adjustments. Ensure all documentation is accurate and compliant with industry regulations. Customer Support: Provide ongoing support and service to clients, addressing inquiries, resolving issues, and ensuring client satisfaction. Product Knowledge: Stay informed about the companys insurance products, industry trends, and regulatory changes. Provide clients with up-to-date information and advice. CRM Management: Maintain accurate and up-to-date records of all client interactions, sales activities, and pipeline status in the companys CRM system. Team Collaboration: Work closely with other team members and departments to ensure a seamless client experience and to share best practices. Qualifications: Experience: Must have three years+ of working with a State Farm agent with experience in insurance sales, account management, or a related field is required. Licensing: Must hold a valid property & casualty insurance license as well as a life & health license. Skills: Strong communication, negotiation, and interpersonal skills. Proficient in using digital communication tools and CRM software. Self-Motivated: Ability to work independently and manage time effectively in a remote work environment. Customer-Centric: Demonstrated commitment to providing high-quality customer service and building long-term client relationships. Benefits: Competitive base salary plus commission structure. Flexible remote work environment. Comprehensive training and ongoing professional development opportunities. Paid time off and holidays. Join our team and help us deliver top-tier insurance solutions to clients, all from the comfort of your home! This is a remote position.
    $27k-34k yearly est. 3d ago
  • Client Experience Specialist - Eastern time US Based Remote

    Anywhere Real Estate

    Remote account specialist job

    The **Client Experience Specialist** is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process. The key to success in this role is the ability to multitask, problem solve and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands. **This position is 100% remote and will support various markets.** **Responsibilities:** + Perform non- licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner. + Collaborate closely with agent services department, agents and/or other third parties to ensure all proper documentation has been received for compliance in the transaction file and in the appropriate systems. + Organize all transaction details in applicable systems while providing continuous, timely and appropriate updates to all parties. + Serve as the deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. + Coordinate and/or confirm scheduling of home inspections, appraisals and closings with all deal parties. + Regularly update and manage communication with all parties involved in the transaction. + Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience. **Experience** + Minimum of 2 years real estate, mortgage, title, transaction coordination/processing experience strongly preferred or solid experience with the real estate transaction process at a high volume An individual should demonstrate the following competencies: + Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment. + People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. + Technical- ability to learn and navigate multiple software systems with an elevated level of competency. + Critical Thinking/Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality. + Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things. + Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues. + Quality Assurance- the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality. + Adaptability-the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient. + Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support. **Anywhere is proud to offer a comprehensive benefits package to our employees including:** + Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D + 401(k) savings plan with company match + Paid Time Off to Include Holidays, Vacation Time, and Sick Time + Paid Family & Paternity Leave + Life Insurance + Business Travel Accident Insurance + All employees receive access to LinkedIn Learning + Tuition reimbursement for approved programs + Employee Referral Program + Adoption Assistance Program + Employee Assistance Program + Health and Wellness Program and Incentives + Employee Discounts + Employee Resource Groups Coldwell Banker (******************************** is one of the world's leading brands for the sale of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries. Coldwell Banker is a subsidiary of Anywhere Real Estate Inc. Anywhere Real Estate Inc. (************************ **(NYSE: HOUS) is moving real estate to what's next.** Home to some of the most recognized brands in real estate Better Homes and Gardens Real Estate (*********************** , Century 21 (*************************** , Coldwell Banker (******************************** , Coldwell Banker Commercial (****************************** , Corcoran (************************** , ERA (********************* , and Sotheby's International Realty (*********************************** , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world. **At Anywhere, we are empowering everyone's next move - your career included.** What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. **We value our people-first culture,** which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report (********************************************************************** . We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including: + Great Place to Work + Forbes World's Best Employers + Newsweek World's Most Trustworthy Companies + Ethisphere World's Most Ethical Companies EEO Statement: EOE including disability/veteran
    $51k-90k yearly est. 22d ago
  • Customer Retention Specialist - State Farm Agent Team Member

    Dawn Moore Jones-State Farm Agent

    Remote account specialist job

    Job DescriptionBenefits: Bonus based on performance Competitive salary Paid time off Training & development You May Be a Great Fit as a Customer Retention Specialist at Dawn Moore Jones - State Farm Agent If: Youre the person people call first when life goes sideways - calm, steady, and ready to help. You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you. Youre a natural relationship-builder who earns trust quickly and keeps it. You listen first, then guide, making customers feel understood while confidently recommending solutions. Youre compassionate under pressure and can guide someone through their worst day with clarity and empathy. Location Address: Wilmington , DE 19701 At State Farm Agent, Dawn Moore Jones office, were here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether were helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, youll fit right in with us. Seeking a Customer Retention Specialist to support ongoing customer relationships and contribute to office growth. This position focuses on outreach, policy renewals, and relationship maintenance. Responsibilities Communicate with existing customers regarding renewals and coverage options. Review accounts and assist with updates or changes as needed. Identify opportunities to enhance customer satisfaction and engagement. Maintain accurate records and documentation of interactions. Collaborate with team members to meet retention and outreach objectives. Qualifications Strong interpersonal and problem-solving abilities. Effective communication and listening skills. Bilingual preferred. Detail-oriented with a focus on customer experience. Previous experience in customer service or account management preferred with a State Farm Agent Must be able to obtain applicable state insurance licenses. This is a remote position.
    $28k-38k yearly est. 6d ago
  • Customer Retention Specialist - State Farm Agent Team Member

    Charles Berrouet-State Farm Agent

    Remote account specialist job

    Job DescriptionBenefits: Work From Home Remote 401(k) matching Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development Customer Retention Specialist Remote Job Type: Full-Time Location: Remote The The Berrouet Agency is seeking a fully licensed Customer Retention Specialist with prior State Farm agency experience to join our team in a remote capacity. This role is designed for a calm, compassionate, and detail-oriented professional who excels at supporting existing clients, strengthening relationships, and proactively guiding customers through renewals and coverage decisions. This position is ideal for someone who listens first, communicates clearly, and understands that exceptional serviceespecially during lifes challenging momentsnaturally leads to meaningful retention and in-book sales conversations. About the Role As a Customer Retention Specialist, you will focus on maintaining and strengthening our existing book of business. Youll serve as a trusted point of contact for policyholders, ensuring they feel supported, understood, and properly protected while identifying opportunities to enhance coverage and engagement. What Youll Do Communicate with existing customers regarding policy renewals and coverage options Review accounts and assist with policy updates, changes, and endorsements Provide clear, empathetic guidance during service-related or claims-related conversations Identify opportunities to improve customer satisfaction, retention, and engagement Conduct needs-based coverage reviews and identify in-book sales opportunities when appropriate Maintain accurate documentation of all customer interactions Collaborate remotely with team members to meet retention and outreach goals What Were Looking For Active Property & Casualty and Life & Health insurance licenses required Prior State Farm agency experience required Strong interpersonal, relationship-building, and problem-solving skills Excellent listening and communication abilities Detail-oriented with a strong focus on customer experience and follow-through Experience in customer service, account management, or insurance servicing preferred Professional, dependable, and self-motivated work style in a remote environment Why Join The Berrouet Agency Fully remote role with a service-driven, experienced team Opportunity to leverage your State Farm knowledge in a meaningful, relationship-focused role Supportive agency culture built on integrity, care, and accountability Growth opportunities for team members who demonstrate initiative and sales aptitude A rewarding career helping individuals and families protect what matters most Ready to Make an ImpactFrom Anywhere? If youre a licensed insurance professional with State Farm experience who thrives in a service-focused, retention-driven role and enjoys building long-term client relationships, wed love to connect. Apply today to join The Berrouet Agency as a remote Customer Retention Specialist. This is a remote position.
    $29k-41k yearly est. 3d ago
  • Client Advocate Specialist

    Health Catalyst 4.7company rating

    Remote account specialist job

    Join one of the nation's leading and most impactful health care performance improvement companies. Over the years, Health Catalyst has achieved and documented clinical, operational, and financial improvements for many of the nation's leading healthcare organizations. We are also increasingly serving international markets. Our mission is to be the catalyst for massive, measurable, data-informed healthcare improvement through: Data: integrate data in a flexible, open & scalable platform to power healthcare's digital transformation Analytics: deliver analytic applications & services that generate insight on how to measurably improve Expertise: provide clinical, financial & operational experts who enable & accelerate improvement Engagement: attract, develop and retain world-class team members by being a best place to work Role: Client Advocate SpecialistProduct Team: CRStarLocation: US RemoteTravel: Provide first line of support for client questions and issues. Assist in issues pertaining to the use of the software. Engage with clients to better understand changing needs and priorities, in turn to help prioritize new features and services. Develop and maintain client relationships; proactively engage with clients in designated territory to understand their utilization, changing needs, broader circumstance around registry engagement with the cancer center administration with the goal of engaging with Registry Team leaders, Cancer Center leaders or Oncology Service Line leaders. Coordinate implementation efforts with new clients to include building the plan, training and set up Engage with regional state associations with the objective of establishing leadership credentials. Attend regional state and national conferences as needed. Maintain knowledge of state and national standards Assist and coordinate with the Manager of Education to provide ongoing education and training for existing clients. Assist the Director, Growth with new prospects in the designated region, which may include software demonstrations on line or on site Periodically, support continuing Product Management and enhancement efforts Periodically, support Software quality and testing efforts as needed. Become the Subject Matter Expert in one key area that will support the company's objectives. What you bring to this role: Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers Excellent computer proficiency (MS Office - Word, Excel and PowerPoint) Good presentation skills At least 3 years Cancer Registry experience, preferably with CRStar. Active Certified ODS-C, certification required Information Security and Compliance Responsibilities: Maintain compliance with training directives required by the organization pertaining to Information Security, Acceptable Use Policy and HIPAA Privacy and Security. Adhere to and comply with the organizations Acceptable Use Policy. Safeguard information system assets by identifying and reporting potential and actual security events to the organizations Security and Compliance Officers. The above statements describe the general nature and level of work being performed in this job function. They are not intended to be an exhaustive list of all duties, and indeed additional responsibilities may be assigned by Health Catalyst. Studies show that candidates from underrepresented groups are less likely to apply for roles if they don't have 100% of the qualifications shown in the job posting. While each of our roles have core requirements, please thoughtfully consider your skills and experience and decide if you are interested in the position. If you feel you may be a good fit for the role, even if you don't meet all of the qualifications, we hope you will apply. If you feel you are lacking the core requirements for this position, we encourage you to continue exploring our careers page for other roles for which you may be a better fit. At Health Catalyst, we appreciate the opportunity to benefit from the diverse backgrounds and experiences of others. Because of our deep commitment to respect every individual, Health Catalyst is an equal opportunity employer.
    $42k-70k yearly est. Auto-Apply 60d+ ago
  • Client Access Specialist

    Neighborhood Service Organization Inc. 3.9company rating

    Remote account specialist job

    Job Title: Client Access Specialist Department: Centralized Patient Access Reports To: Client Access Manager FLSA Status: non-Exempt Client Access Specialists will provide exceptional customer service and knowledge of NSO's programs, services, and policies to assist callers with inquiries, requests, appointments, complaints, verifications, and problems. They must meet or exceed key performance metrics while handling a high volume of inbound calls in a fast-paced environment. Successful candidates must possess strong communication skills, time management, and organizational skills. This position promotes the mission, vision, values and strategic plan of Neighborhood Service Organization and helps to achieve the strategic goals and objectives of the unit in an administrative capacity for specified NSO clinics. Requirements and Duties Answer high volume of phone calls, route, and respond appropriately Schedule appointments for consumers Confirm upcoming appointment times and reschedule if necessary Monitor clinician calendars and schedule appointments Perform insurance verification and confirm consumer demographic and contact information Register new consumers in the electronic medical records system Monitor for referrals and conduct follow up activities Perform other clerical duties such as filing, photocopying, transcribing and faxing Manage patient demographic and personal information. Issue medical files to persons and agencies compliant to all NSO policies, state and federal laws, including HIPAA regulations. Compile, verify, type, file medical records, correspondence, and reports Update records upon receipt of new information Assist with departmental / unit audits and investigations. Distribute medical charts to the appropriate departments / units within NSO. Maintain quality and accurate records by following NSO procedures. Ensure consumer charts, paperwork and reports are completed in an accurate and timely manner. Ensure all medical records are protected and kept confidential Other duties as assigned. Work Environment Works in an office environment and uses a computer, telephone and other office equipment as needed, to perform duties. The noise level in the work environment is typical of that of an office with occasional contact with consumers/patients. Bends, stoops and reaches in order to file, search for and retrieve records and documents. Manual dexterity and regular fine-finger and hand/wrist motions are required for operating a keyboard, writing and filing. Must be able to lift up to 15lbs on occasion Seeing/vision, talking/speaking and listening/hearing are continuously required. Frequently required to sit & stand during working hours Frequently required to sit, walk or drive. Occasionally required to travel between work locations. Requirements Qualifications: Education : High School Diploma or equivalent Minimum Required Experience 1-year minimum experience in a call center, administrative assistant, receptionist or related role Additional Requirements Proficiency in MS Office (Word, Excel, PowerPoint & Outlook) Proficiency in electronic medical records systems Ability to learn additional software Proficiency in general office equipment (PC, printer/fax/copier, telephony system) Proficiency in data entry, filing Valid Michigan Driver's license/access to private transportation. Required Skills/Abilities: Excellent verbal and written communication skills. Proficient in Microsoft Office Suite or related software. Experience working remotely and proficient with software/tools related to remote work. Experience working with data in all forms including electronic formats and databases. Ability to interact with staff, students, parents, and visitors at school while remaining professional, polite, and courteous. E.E.O.C. Statement The above elements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities and duties of personnel so classified, or a contractual commitment, and NSO retains the right to amend or revise this job description at any time. NSO is an Equal Opportunity Employer and is committed to excellence through diversity and considers candidates without regard to sex (including pregnancy related conditions) genetic information, race, color, weight, height, religion, nation ,origin, citizenship, age, disability, martial or veteran status, misdemeanor arrest record, sexual orientation, transgender status or gender identity or any other legally protected status
    $30k-36k yearly est. Auto-Apply 38d ago
  • Client Relationship Specialist

    Net Driven 3.5company rating

    Remote account specialist job

    The position operates in a fast-paced, technology-based environment. The Client Relationship Specialist will have total responsibility for the client experience and retention of client accounts, as well as the control and autonomy to help clients succeed in expected and unexpected ways. Here is more of what you'll get to do: Total responsibility as primary liaison between Net Driven and dealers in the United States and Canada. Communicate effectively and timely with clients about Net Driven's products and features and the process that will be followed to deliver them. Plan, schedule and execute client performance discussions within established time frames. You'll thrive in this role if you have: The ideal candidate will have a bachelor's degree and/or equivalent client management experience. 2 - 5 years' equivalent experience. Fast learner who thrives on multi-tasking. Skilled at managing time/priorities based on company goals and objectives. Knowledge of SEO, social media, and website analytics. Must be a great communicator to contribute to and ensure high integrity and a high productivity culture. Experience with Salesforce.com or CRM software preferred. Technology/Automotive experience preferred. Call center success in a client-facing position is a plus. Does this position sound like something you would enjoy and be successful at, but you're not sure you have the exact qualifications to be considered? While our job descriptions outline the type of candidate we're looking for, it is not a checklist. We encourage you to apply! This role is not open to candidates located in Colorado, Connecticut, California, Maryland, Nevada, New York, Rhode Island, or Washington. Who are we? LeadVenture is the market-leading SaaS provider of digital retailing, eCommerce, digital marketing and eCatalog solutions for dealerships across 12 industry verticals including powersports, marine, RV, pre-owned auto, agriculture and more. Our family of brands includes Dealer Spike, Dealer Car Search, Frazer, TCS Technologies, Net Driven, Direct Communications, Inc. (DCi), Powersports Support, Level 5, PSM Marketing, Monroney Labels, and Interact RV. We are an international company with offices located in the United States, Mexico (Juniper Data Center), Belize (Dealer Spike Belize), India and The Netherlands. Together, we are LeadVenture. In this role, you'll be working with our Net Driven brand who provides results-driven digital marketing solutions to thousands of independent automotive businesses throughout North America. Net Driven helps small businesses thrive in the digital age and employs some of the region's most influential minds in technology, SEO, digital marketing, and web design. LeadVenture provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, LeadVenture complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training. LeadVenture expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of LeadVenture employees to perform their job duties may result in discipline up to and including discharge.
    $35k-62k yearly est. Auto-Apply 60d+ ago
  • Client Relationship Specialist

    Leadventure

    Remote account specialist job

    at Net Driven Client Relationship Specialist The position operates in a fast-paced, technology-based environment. The Client Relationship Specialist will have total responsibility for the client experience and retention of client accounts, as well as the control and autonomy to help clients succeed in expected and unexpected ways. Here is more of what you'll get to do: Total responsibility as primary liaison between Net Driven and dealers in the United States and Canada. Communicate effectively and timely with clients about Net Driven's products and features and the process that will be followed to deliver them. Plan, schedule and execute client performance discussions within established time frames. You'll thrive in this role if you have: The ideal candidate will have a bachelor's degree and/or equivalent client management experience. 2 - 5 years' equivalent experience. Fast learner who thrives on multi-tasking. Skilled at managing time/priorities based on company goals and objectives. Knowledge of SEO, social media, and website analytics. Must be a great communicator to contribute to and ensure high integrity and a high productivity culture. Experience with Salesforce.com or CRM software preferred. Technology/Automotive experience preferred. Call center success in a client-facing position is a plus. Does this position sound like something you would enjoy and be successful at, but you're not sure you have the exact qualifications to be considered? While our job descriptions outline the type of candidate we're looking for, it is not a checklist. We encourage you to apply! This role is not open to candidates located in Colorado, Connecticut, California, Maryland, Nevada, New York, Rhode Island, or Washington. Who are we? LeadVenture is the market-leading SaaS provider of digital retailing, eCommerce, digital marketing and eCatalog solutions for dealerships across 12 industry verticals including powersports, marine, RV, pre-owned auto, agriculture and more. Our family of brands includes Dealer Spike, Dealer Car Search, Frazer, TCS Technologies, Net Driven, Direct Communications, Inc. (DCi), Powersports Support, Level 5, PSM Marketing, Monroney Labels, and Interact RV. We are an international company with offices located in the United States, Mexico (Juniper Data Center), Belize (Dealer Spike Belize), India and The Netherlands. Together, we are LeadVenture. In this role, you'll be working with our Net Driven brand who provides results-driven digital marketing solutions to thousands of independent automotive businesses throughout North America. Net Driven helps small businesses thrive in the digital age and employs some of the region's most influential minds in technology, SEO, digital marketing, and web design. LeadVenture provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, LeadVenture complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training. LeadVenture expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of LeadVenture employees to perform their job duties may result in discipline up to and including discharge.
    $32k-52k yearly est. Auto-Apply 60d+ ago
  • Coding Client Success Specialist

    Wellsky

    Remote account specialist job

    The Coding Client Success Specialist is responsible for serving as a trusted partner for clients by providing training and addressing issues related to medical coding. The scope of this job includes collaborating with clients and internal teams to optimize the coding experience, drive client satisfaction, and support business goals. We invite you to apply today and join us in shaping the future of healthcare! Key Responsibilities Act as the primary point of contact for medical coders, provide guidance on queries, and escalate to clients as necessary. Conduct coding reviews and provide recommendations for appropriate coding based on current guidelines. Provide written feedback related to coding compliance documentation and conduct other clinical record audits, as assigned. Work with internal teams to support quality plans and assist with providing the appropriate tools and resources to internal coding teams and global partners. Required qualifications GED or High School Diploma At least 2-4 years of relevant work experience Coding Certified Preferred qualifications Home Health Coding Certification (HCS-D) Job Expectations Willing to work additional or irregular hours as needed Must work in accordance with applicable security policies and procedures to safeguard company and client information Must be able to sit and view a computer screen for extended periods of time #LI-CS1 #LI-Remote WellSky is where independent thinking and collaboration come together to create an authentic culture. We thrive on innovation, inclusiveness, and cohesive perspectives. At WellSky you can make a difference. WellSky provides equal employment opportunities to all people without regard to race, color, national origin, ancestry, citizenship, age, religion, gender, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, physical or mental disability, protected medical condition, genetic information, military service, veteran status, or any other status or characteristic protected by law. WellSky is proud to be a drug-free workplace. Applicants for U.S.-based positions with WellSky must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Certain client-facing positions may be required to comply with applicable requirements, such as immunizations and occupational health mandates. Here are some of the exciting benefits full-time teammates are eligible to receive at WellSky: Excellent medical, dental, and vision benefits Mental health benefits through TelaDoc Prescription drug coverage Generous paid time off, plus 13 paid holidays Paid parental leave 100% vested 401(K) retirement plans Educational assistance up to $2500 per year
    $32k-52k yearly est. Auto-Apply 60d+ ago
  • Client Relationship Specialist

    Anewhealth

    Remote account specialist job

    AnewHealth is one of the nation's leading pharmacy care management companies that specializes in caring for people with the most complex, chronic needs-wherever they call home. We enable better outcomes for patients and the healthcare organizations who support them. Established in 2023 through the combination of ExactCare and Tabula Rasa HealthCare, we provide a suite of solutions that includes comprehensive pharmacy services; full-service pharmacy benefit management; and specialized support services for Program of All-Inclusive Care for the Elderly. With over 1,400 team members, we care for more than 100,000 people across all 50 states. Job Details Under the supervision of the Manager of Client Relationship, the Client Relationship Specialist is responsible for acting as a first-line resource for external clients regarding Pharmastar's product lines, including (but not limited to) Medicare and Commercial prescription drug data, ensuring the necessary information is disseminated to the applicable resources within the organization. Candidate will demonstrate proficiency with resolutions of all common issues, questions and solutions. Responsibilities Serve as main contact for external clients requesting products (Medicare D and Commercial). Requests include but are not limited to: formulary compliance, plan set-up, provider management, member enrollment/eligibility changes, patient concerns, reporting (scheduled and ad hoc), audit support, and claims assistance. Perform client outreach and set up recurring calls. Serve as main contact for submission of internal workload requests to the Manager; Prepare, submit, and analyze PDE submissions to CMS; Research and suggest solutions for submission rejects; Assist in the reconciliation of PDE data; Summarize and report PDE progress; Support clients in all areas of Part D functions for compliance with regulatory requirements. Coordinate the submission of regulatory reporting to the appropriate management and governing agencies to ensure critical deadlines are met; Track all applicable regulatory updates and changes for incorporation into policies and procedures; Act as a first-line contact to external clients and assist in answering questions and/or triaging concerns to other associates. Build strong, trusting relationship with clients and its pharmacies. Present company product line services to clients as needed. Ensures that HIPAA guidelines are followed in every communication with clients. Stay current on plan and benefit structures, pharmacological updates, and Medicare Part D guidelines. Attend department and company meetings and educational programs upon request. Assist with answering Help Desk calls when needed. Perform administrative duties as required. Other projects as assigned. The above essential functions are representative of major duties of positions in this job classification. Specific duties and responsibilities may vary based upon departmental needs. Other duties may be assigned similar to the above consistent with knowledge, skills and abilities required for the job. Not all of the duties may be assigned to a position. Qualifications These represent the desired qualifications of the ideal candidate. They are not meant to limit consideration for candidates who do not meet all of the standards listed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education Bachelor's degree preferred. Associate's degree or formal training beyond high school, required. Experience 3-4 years of customer service and industry experience. (Health plan or insurance experience, a plus. PBM experience preferred.) CPhT (Certified Pharmacy Technician) certification, a plus. Experience in a pharmacy support role, a plus. Current on plan and benefit structures and Medicare Part D guidelines. Skills & Abilities Demonstrated proficiency with resolution of all common issues, questions and solutions. Knowledge of pharmacology and pharmacological terms. Excellent communication skills and professionalism when working with clients. Ability to solve problems under pressure by making immediate decisions. Detail oriented and able to prioritize workload. Strong computer skills including using word processors, spreadsheets, and database software. Schedule This is a full-time position with an expectation to work an average of 40 hours per week, and an ability to be available outside of normal business hours to meet customer expectations on an ad-hoc basis. Physical Demands Communicates by way of the telephone, web (video conference), and email with clients; Operates a computer and other office productivity machinery, such as a calculator, copy machine, fax machine and office printer Remains stationary for extended periods of time Occasionally exerts up to 20 pounds of force to lift, carry, push, pull or move objects Visual acuity to perform activities such as identifying, inputting and analyzing data on a computer terminal and/or in hard copy Travel Travel may be required for special organization or department events, department team meetings, trade shows, conferences, and other client engagements. AnewHealth offers a comprehensive benefit package for full-time employees that includes medical/dental/vision, flexible spending, company-paid life insurance and short-term disability as well as voluntary benefits, 401(k), Paid Time Off and paid holidays. Medical, dental and vision coverage are effective 1st of the month following date of hire . AnewHealth provides equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, genetic information, or veteran status, or other legally protected classification in the state in which a person is seeking employment. Applicants are encouraged to confidentially self-identify when applying. Local applicants are encouraged to apply. We maintain a drug-free work environment. Applicants must be eligible to work in this country.
    $32k-52k yearly est. Auto-Apply 18d ago

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