Bilingual customer service jobs in Boca Raton, FL - 2,050 jobs

ADP is hiring bilingual Associate Client Support Consultants. This position is hybrid - working 3 days in the Miami office and 2 days from home each week. Are you ready to join a company offering career advancement opportunities throughout your caree Customer Service, English, Spanish, Bilingual, Client Support, Service, Retail

ABOUT THE ROLE The Client Services Specialist will support a top-producing four-person leasing team in Miami, led by the Vice Chairman and Co-Head of Florida for the Miami Office. This person will play a central role in keeping the team organized and efficient, helping manage projects, client deliverables, and daily operations. The ideal candidate is a fast learner who thrives in a busy environment, takes initiative, and helps the team stay on track across all active assignments. KEY RESPONSIBILITIES Marketing Coordination Lead all aspects of the team's marketing efforts, from concept through execution, for property campaigns, client presentations, and new business pursuits. Lead Social Media Management efforts such as LinkedIn a plus Develop, proof, and produce marketing materials including proposals, pitch decks, offering memorandums, and brochures that align with Savills' brand standards. Use Salesforce, LinkedIn, CoStar, and Exact Target to support prospecting, marketing outreach, and engagement tracking. Coordinate photography, floor plans, and other creative assets with vendors and internal teams. Maintain and organize the team's contact database while improving marketing processes for better efficiency and results. Financial Support Handle billing, invoicing, and expense reports for the team. Update and maintain stacking plans and other financial tracking tools in Excel. Administrative Support Greet and assist guests; answer and route incoming calls. Manage incoming and outgoing mail and packages. Keep Salesforce and other CRM databases accurate and up to date. Schedule meetings, conference calls, and team activities. Set up conference rooms and prepare materials for client meetings. Client Interface Help prepare materials and presentations for client meetings. Participate in client pitches as needed. Coordinate communication and logistics between the team and clients. Process Management Work closely with the team to manage all active projects and client assignments from start to finish. Keep track of deliverables, deadlines, and follow-ups to ensure nothing falls through the cracks. Anticipate next steps and help keep the team organized and accountable. Serve as the central point of coordination for ongoing projects and team priorities. Partner with other Client Services Specialists and Operations staff on office-wide initiatives. Qualifications Bachelor's degree preferred (Business, Marketing, Communications, Real Estate, Finance, or related field). Professional, proactive, and able to work both independently and as part of a team. Minimum of 3+ years of experience in marketing, administration, or commercial real estate preferred. Engagement and interaction with support of upper management is important. Strong skills in Microsoft Office (Namely: Excel, PowerPoint, Word) and Salesforce. Familiarity with Adobe InDesign, CRM, and email marketing tools such as SalesForce a plus. Excellent written and verbal communication skills. Strong organizational skills, attention to detail, and the ability to handle multiple priorities. WHY JOIN US? Join one of Miami's most established office leasing teams at Savills. This position offers exposure to all sides of the business-marketing, financial analysis, and client strategy-and is a great opportunity for someone looking to build a long-term career in commercial real estate. Savills values a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status, or any other protected characteristic. Savills participates in the E-Verify program.

Company Overview Brightway Insurance is a leading property and casualty insurance distribution company with over 400 franchise locations in 40 states We pride ourselves on delivering exceptional customer experiences and empowering our agents with innovative tools and support We are currently seeking Customer Service Representative CSR to join our team As a CSR you will play a key role in ensuring our clients receive excellent service and support Youll assist both new and existing customers by answering questions processing changes to policies handling billing inquiries and supporting sales efforts when needed Responsibilities Provide exceptional customer service to policyholders via phone email and in person interactions Assist clients with policy changes billing inquiries claims and general insurance questions Educate clients on available coverages products and discounts Maintain accurate records in our CRM and carrier systems Collaborate with agents and producers to ensure a seamless customer experience Support retention efforts by identifying opportunities for cross selling and upselling Qualifications High school diploma or equivalent required; college degree a plus4 40 Customer Service License required 2 years of experience in insurance or a customer service related role Strong communication and interpersonal skills Detail oriented with excellent organizational abilities Proficient in Microsoft Office Suite and comfortable learning new software Why Join Us Competitive salary plus performance bonuses Opportunities for career growth and professional development Supportive team environment Work that makes a difference in peoples lives

About Us At Every Word Code, we are dedicated to delivering innovative communication and technology solutions that connect people and businesses with precision and purpose. Our team thrives on creativity, collaboration, and excellence-transforming complex challenges into streamlined experiences. We believe in empowering our employees through growth, mentorship, and a culture built on integrity and success. Job Description We are seeking a Client Relationship Representative to join our Miami team. The ideal candidate will serve as the main point of contact for our clients, ensuring satisfaction, trust, and long-term collaboration. This role requires a balance of professionalism, empathy, and strategic thinking to maintain meaningful partnerships and deliver exceptional client experiences. Responsibilities Build and nurture strong relationships with new and existing clients. Act as the primary liaison between clients and internal departments. Understand client goals to provide tailored solutions and proactive support. Ensure timely follow-up on client requests and maintain accurate records. Identify opportunities to enhance service delivery and client satisfaction. Collaborate with cross-functional teams to deliver exceptional results. Qualifications Qualifications Excellent communication and interpersonal skills. Strong organizational and problem-solving abilities. Professional demeanor with a client-first mindset. Ability to manage multiple priorities and meet deadlines. Driven, reliable, and adaptable in a dynamic environment. Additional Information Benefits Competitive salary ($56,000-$59,000 annually). Growth and career advancement opportunities. Supportive and collaborative work environment. Comprehensive training and ongoing development programs. Health and wellness initiatives. Full-time position with consistent schedule and stability.

Full Job Description: Wayne Akers Ford is seeking a Customer Service Specialist.. If you are a self-motivated individual with aspirations for success and enjoy working with the public, the Customer Experience Specialist position at Wayne Akers Ford may be the right fit for you. We are looking for candidates who possess customer service experience, demonstrate a professional and positive attitude, and have a great work ethic. We invite all top-performing individuals to apply their skills to help our company continue to grow. Primary Responsibilities and Requirements: Handling of incoming and outgoing phone calls, text messages and emails. Prospect follow-up calls and gauge customer satisfaction. Answer customer internet inquires for service by both email and phone. Schedule service appointments, reschedule no show customers. Contact customers based on current marketing incentives. Following up the customer experience after visiting the dealership. Following up on all unsold Service work and any special requests to be sure that all customer expectations are met. Contacting customers based on current oil life, recalls or OnStar notifications, Service Retention and 1st Service to try to set up service appointments. Primary Responsibilities and Requirements Great Customer Service Skills & Motivation to be Successful. Able to multi-task. Able to communicate persuasively with customers to set appointments. Be Able to Create and Maintain Customer Relationships. Excellent computer skills required. Excellent phone presence. Knowledgeable to call center environment. Prior Service, Call Center, or BDC Experience Required Automotive Service Department experience helpful but not required. Great Communication Skills Team Player Authorized to work in the United States Ability to pass background check and pre-employment drug screen Benefits: Health Dental Vision Life Vacation 401K Job Type: Full Time Schedule: Monday - Friday Work Location: In person "Florida Drug-Free Workplace: Pre-employment Drug Testing" We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

About the Organization Hello and thank you for considering a career with Bomnin Automotive! We are a family-owned and operated business that has been delivering excellence in the automotive industry since 2010. Our team is passionate about creating a diverse environment where all of our associates are supported and can build rewarding careers. At Bomnin Automotive, we take pride in offering our associates extensive benefits and a culture that is geared towards providing them with vast growth opportunities. We believe in doing what's right for our associates, which is why we offer medical benefits with employer-paid contribution, dental, gap, vision, disability, cancer insurance, life insurance, and a retirement plan 401(k) with an employer match. We also offer PTO, paid holidays, and a flexible schedule to ensure that our associates have a healthy work-life balance. In addition to our commitment to our associates, we are also passionate about giving back to our community. Our mission is not just about selling cars, but in providing hope, love, and strength to our community. Throughout the years we have supported causes in search for a cure to pediatric cancer; we have partnered with local non-profits that serve the under-privileged; and donated time and resources to schools, charitable organizations, and causes that are relevant and important to each of the community's we represent. We are proud of our team and the work that we do, and we hope that you will consider joining us in our mission to deliver excellence in the automotive industry and make a positive impact on the community. EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Description Job Title: Service Advisor Reports To: Service Manager/Director, Service Operations Director Job Status: Full-time, Exempt Department: Service Job Summary: The Service Advisor at Bomnin Automotive serves as a key point of contact between customers and the service department. This role plays a vital role in ensuring exceptional customer service experiences by effectively communicating vehicle service needs, providing accurate estimates, and coordinating service appointments. Key Responsibilities: Customer Interaction: Greet and assist customers and associates professionally and courteously. Gather vehicle information, service history, and customer concerns. Schedule service appointments. Keep customers informed about the status of their vehicles and any recommended services. Repair Order Generation: Generate accurate repair orders. Document vehicle information, services requested, and necessary parts. Collaborate with service technicians and the parts department to facilitate repairs and parts procurement. Maintain organized repair order records. Communication and Coordination: Communicate effectively with the service department, parts department, and other internal teams. Coordinate workflow with technicians and service advisors for efficient service delivery. Assist with vehicle check-ins and check-outs as needed. Quality Control: Perform quality checks on completed work to ensure it meets dealership standards. Verify that all work performed aligns with the repair order and customer expectations. Address any discrepancies or concerns promptly. Administrative Support: Assist in administrative tasks related to the service department, including filing, data entry, and report generation. Maintain organized records of service appointments, repair orders, and customer information. Position Requirements Requirements: High school diploma or equivalent. Previous experience in a service advisor role is preferred. Strong computer skills and proficiency in using dealership-specific software. Detail-oriented with excellent organizational skills. Effective communication skills. Ability to work in a fast-paced dealership environment. Bilingual in English and Spanish is preferred but not required. Willingness to take a Skill Evaluation Pre-Employment Assessment. Physical Demands: The Service Advisor should be capable of performing typical office tasks, including standing, walking, sitting, lifting, and carrying. They should have good vision, hearing, and communication skills and be able to move around the service department and customer areas as needed. Work Environment: The Service Advisor primarily works within the service department of Bomnin Automotive. This role involves frequent interaction with customers and various weather conditions, such as rain, heat, and cold, when interacting with customers and vehicles. Other Duties: Please note that this job description is not exhaustive, and other duties may be assigned as needed by the Service Manager/Director or Service Operations Director. At-Will Employment: Employment with Bomnin Automotive is at-will, which means either the associate or the company can terminate the employment relationship at any time, with or without cause and with or without notice. Equal Opportunity Employer: Bomnin Automotive is committed to providing equal employment opportunities to all associates and applicants without regard to race, religion, color, sex, national origin, sexual orientation, gender identity, age, status as a protected veteran, or status as a qualified individual with a disability. Full-Time/Part-Time Full-Time Location Bomnin Volvo Cars Dadeland This position is currently accepting applications.

Receive incoming calls in a professional and courteous manner - Scheduling appointments - Assigning daily work/calls to other team members - Perform marketing and sales functions to sell additional work and earn business - Complete work orders, retur Customer Service Representative, Customer Service, Dispatcher, Representative, Dispatch, Retail

The Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers. Duties and responsibilities include: Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed. Provides support in the account opening process by attending meetings with customers and/or assuring the new account file that is provided by the WMA (IC or RM) is complete as per checklists. Follows-up with prospective customers for any missing documentation that has been determined. Initiates and follows-up account opening process. Provides support in the onboarding process Provides customer service support by screening customer calls while trying to solve customer queries. Opens and follows-up on requests related to: account profile, telephone and address, inclusion and removal of accountholders (includes deceased customers), initiation of wire and securities transfers, continuous monitoring of funds due, securities transfer to/from non-US brokers (non-ACAT), account registration changes, reference letters, pledged accounts setup and release, processing of deposits in check, setup of multi-currency capabilities as well as special features (real time quotes, research access, online trading capabilities, etc.), processing of journal entries; Aids WMA (IC or RM) in setting appointments, managing calendars and coordinating business trips; Provides general office administrative support: copying, scanning, faxing, archiving, supply ordering, setting up courier deliveries, coordinating translation of documents with outside vendor among others. Acts as primary liaison with Wealth Management Operations; Participates in special projects: massive mailing, database maintenance, etc. Remain current on market news and events by dedicating work and personal time reading and browsing financial news and media. CAs must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings, and product meetings. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Acts as backup as needed for other CAs In order to fulfill duties with expected level of competency, incumbent must demonstrate: Ability and eagerness to learn. Verbal, written and interpersonal skills. Customer service orientation. Organization skills (archiving, tracking, follow-up) Minimum Education and/or Certifications Requirements: Associate's degree in finance or business administration preferred. *** Applicant may be NMLS registered and provide the company with NMLS number or be willing to register in NMLS prior to employment being offered. Additionally, FBI Criminal Background and credit check must be successfully passed before job offer is presented. Minimum Work Experience Requirements: 1 year of experience supporting Wealth Management Advisors Technical and/or Other Essential Knowledge: Fully bilingual (English/Spanish) - Fluent, including writing Experienced PC user with strong command of MS Office applications

The Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers. Duties and responsibilities include: Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed. Provides support in the account opening process by attending meetings with customers and/or assuring the new account file that is provided by the WMA (IC or RM) is complete as per checklists. Follows-up with prospective customers for any missing documentation that has been determined. Initiates and follows-up account opening process. Provides support in the onboarding process Provides customer service support by screening customer calls while trying to solve customer queries. Opens and follows-up on requests related to: account profile, telephone and address, inclusion and removal of accountholders (includes deceased customers), initiation of wire and securities transfers, continuous monitoring of funds due, securities transfer to/from non-US brokers (non-ACAT), account registration changes, reference letters, pledged accounts setup and release, processing of deposits in check, setup of multi-currency capabilities as well as special features (real time quotes, research access, online trading capabilities, etc.), processing of journal entries; Aids WMA (IC or RM) in setting appointments, managing calendars and coordinating business trips; Provides general office administrative support: copying, scanning, faxing, archiving, supply ordering, setting up courier deliveries, coordinating translation of documents with outside vendor among others. Acts as primary liaison with Wealth Management Operations; Participates in special projects: massive mailing, database maintenance, etc. Remain current on market news and events by dedicating work and personal time reading and browsing financial news and media. CAs must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings, and product meetings. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Acts as backup as needed for other CAs In order to fulfill duties with expected level of competency, incumbent must demonstrate: Ability and eagerness to learn. Verbal, written and interpersonal skills. Customer service orientation. Organization skills (archiving, tracking, follow-up) Minimum Education and/or Certifications Requirements: Associate's degree in finance or business administration preferred. * Applicant may be NMLS registered and provide the company with NMLS number or be willing to register in NMLS prior to employment being offered. Additionally, FBI Criminal Background and credit check must be successfully passed before job offer is presented. Minimum Work Experience Requirements: 1 year of experience supporting Wealth Management Advisors Technical and/or Other Essential Knowledge: Fully bilingual (English/Spanish) - Fluent, including writing Experienced PC user with strong command of MS Office applications

Required Skills & Experience 2+ years of work experience in Customer Support or Customer Service role Strong Microsoft Office / Excel - VlookUps and Pivot Tables Ability to work in a fast-paced environment managing multiple priorities Strong verbal and written communication Nice to Have Skills & Experience Experience with Systems Applications and Processing (SAP)/ERP system Aerospace industry experience Data analytics experience Job Description Our Aerospace client is looking for Customer Supports Specialists to join their team. This role involves analyzing supplier and customer data related to the ordering and delivery of spare parts, provisioning products, and associated services. Responsibilities include processing returned materials, responding to customer inquiries regarding spare parts requirements, and resolving delivery issues. This positions also entails creating and tracking performance metrics, cultivating strong customer relationships, and developing a deep understanding of the customer's culture and business strategies. This position is offering $21.91/hour.

Dynamic Client Service Associate | Amazing Growth Potential & Competitive Pay Ascendo is excited to present this opportunity in the Wealth Management industry. This is a fantastic chance to join a boutique firm on an upward trajectory that prioritizes a high-touch, human-centered approach to financial planning. We are seeking a dedicated professional who thrives in a supportive culture and can balance technical precision with genuine empathy. The ideal candidate brings a robust background in navigating custodial platforms and possesses a fluent understanding of financial concepts such as Roth Conversions, IRA Rollovers, and Trust structures to hit the ground running. Responsibilities Act as the primary point of contact for major custodians and third-party providers to resolve operational inquiries. Manage the full lifecycle of client requests including account openings, money movement, and journals. Maintain accurate client data within CRM systems to ensure a reliable source of information for the team. Collaborate with compliance leadership to assist with account reviews and necessary regulatory action items. Coordinate advisor calendars and prepare essential materials for client review meetings. Facilitate clear communication regarding transaction status to keep both clients and advisors fully informed. Qualifications Strong understanding of investment vehicles, retirement plans, and trust nuances. Proven experience working within an RIA or financial services environment. Exceptional organizational skills with the ability to create and follow repeatable processes. Proficiency with digital record-keeping and adherence to industry compliance standards. Experience utilizing financial planning software and CRM tools to support operations. Ability to handle sensitive information with the highest level of integrity and care. Benefits Comprehensive medical, dental, and vision coverage options. Employer-sponsored retirement plan with company contributions. Clear pathways for career advancement into leadership or advisory tracks. Generous and flexible paid time off policy. ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT. Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law. Contact information Daniel Longman

Aston Carter is hiring Client Coordinators to start ASAP! Miami & Broward locations | Onsite | $18/hr | Contract-to-Hire Are you passionate about helping people plan unforgettable vacations? Do you love creating smooth, positive customer experiences? Join our team as a Client Coordinator where you'll be the friendly, trusted guide for guests and travel partners looking to book their next great vacation. If you enjoy a fast-paced environment, are detail‐oriented, and are excited to grow your career in travel or customer service - this is a fantastic opportunity to get started. What You'll Do As a Client Coordinator, you'll be the heart of our guest experience. Your day will include: + Assisting customers with planning and booking their dream vacations + Serving as the main point of contact for guests and travel partners via phone and email + Recommending upgrades, add-ons, and personalized options to enhance each trip + Accurately entering reservation and customer information into our systems + Providing professional, friendly, solution-focused customer support + Maintaining consistent attendance and following schedule expectations Top Skills We're Looking For + Customer service + Data entry & accuracy + Client services / relationship support + Call center or high-volume phone support (required) Qualifications + High school diploma or equivalent required + 6 months-2 years of experience in customer service, hospitality, sales, or travel preferred + Strong attention to detail and ability to stay calm and focused + Self‐motivated with a passion for helping others + Comfortable working in a structured, schedule-driven environment This role is perfect for those starting their career in customer service or the travel industry. Pay & Benefits + $18.00/hr + Contract-to-Hire opportunity Workplace Type 100% on-site - located in Broward or Dade county Job Type & Location This is a Contract to Hire position based out of Miami, FL. Pay and Benefits The pay range for this position is $18.00 - $18.00/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 onsite position in Miami,FL. Application Deadline This position is anticipated to close on Jan 31, 2026. About Aston Carter: Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service. 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. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.

A growing manufacturing organization is seeking a proactive and detail-oriented Customer Service Representative (CSR) to support a rapidly expanding customer base and internal sales operations. This role plays a key part in the order-to-shipment lifecycle, serving as a central point of contact for customers while ensuring accuracy, efficiency, and exceptional service throughout the order management process. The ideal candidate is highly organized, customer-focused, and experienced in managing orders within an ERP-driven environment. Key Responsibilities Enter and process customer purchase orders accurately within the ERP system Manage order flow from initial entry through shipment and delivery Communicate proactively with customers regarding order status, timelines, and changes Serve as the primary point of contact for customer inquiries, issue resolution, and follow-up Coordinate closely with Sales, Operations, Production, and Logistics teams Monitor backorders, inventory availability, and shipment schedules Maintain accurate and up-to-date customer and order documentation Support credit review and approval processes as needed Required Qualifications 3+ years of customer service, order management, or sales support experience Strong written and verbal communication skills Experience working with ERP systems (preferred) High level of accuracy in data entry and order processing Proficiency in Microsoft Office (Excel, Outlook, Word) Preferred Qualifications Experience in manufacturing, electrical products, construction materials, or industrial environments Bilingual (English/Spanish) is a plus Core Competencies Customer communication and relationship management Problem-solving and issue resolution Time management and prioritization Team collaboration across departments What's Great About Working Here Stable, Growing Organization: Be part of a company experiencing consistent growth and operational expansion Cross-Functional Exposure: Work closely with sales, production, operations, and logistics teams Process-Driven Environment: Structured systems and clear workflows support accuracy and success Customer-Focused Culture: High service standards with a strong emphasis on reliability and responsiveness Long-Term Career Potential: Opportunities to grow within customer service, operations, or sales support functions Team-Oriented Workplace: Collaborative environment where attention to detail and accountability are valued

The Account Service Representative is responsible for delivering exceptional service to brokers, agencies, and employer groups. This role supports the full lifecycle of group accounts-renewals, enrollments, changes, claims support, quoting follow-ups, and carrier communication. The ASR works closely with the sales and operations team to ensure accuracy, timeliness, and high customer satisfaction What you'll be doing: Broker & Agency Support: Serve as the primary point of contact for agencies regarding group insurance questions, documentation, renewals, and service needs. Assist brokers with quoting requests, benefit summaries, enrollment materials, and onboarding documentation. Provide clear guidance on medical, dental, vision, GAP, and ancillary benefits. Group Account Management: Support new group onboarding, including application review, census validation, and carrier submissions. Assist with open enrollment meetings, renewal reviews, and plan comparison tools. Maintain accurate group records, policy details, and service notes. Track renewals, missing documents, billing issues, and enrollment updates. Carrier & Vendor Coordination: Communicate with carriers regarding applications, eligibility, billing discrepancies, and service issues. Facilitate resolution of escalated member and employer concerns. Ensure compliance with carrier guidelines and timelines. Administrative & Operational Tasks: Prepare service emails, renewal notices, spreadsheets, and standardized documents for agencies and employers. Maintain CRM activity logs, follow-up tasks, and documentation. Assist the Group Sales Director in tracking KPI metrics and service SLAs Requirements: Must know all carriers. Traditional group insurance Must have knowledge of working with a census Customer service experience 215 License required Reliable transportation Qualifications: Salesforce knowledge helpful Ichra knowledge helpful Business development experience 5-10 years of experience in health insurance, group benefits, or employee benefits administration (preferred). Knowledge of medical, dental, vision, GAP, and ancillary products. Strong communication skills-professional, clear, and customer focused. Ability to manage multiple priorities with attention to detail and deadlines. Proficient in Microsoft Office (Excel, Word, PowerPoint); CRM experience is a plus. Bilingual (English/Spanish) Salary range: $55-$75k + Commission Schedule: 9-5 with occasional weekend events. Hybrid/remote possible after 90 days. January start date

5th HQ - We are seeking a versatile and dedicated Admin/Customer Service Specialist for our of our clients in Pompano Beach. The ideal candidate will be adaptable, capable of managing multiple roles, and comfortable handling a variety of tasks as required. Key Responsibilities: Respond to Amazon customer service messages promptly and professionally. Process customer refunds efficiently. Learn and manage the process of customer returns. Run daily reports and follow up on any action items. Review invoices and potentially learn to process deposits. Assist with various tasks as needed, demonstrating flexibility and a willingness to adapt to new challenges. Perform general office duties, such as managing phone calls, emails, and correspondence. Organize and schedule appointments, meetings, and conferences. Maintain and update office records, databases, and filing systems. Prepare reports, presentations, and documents as needed. Skills/Qualifications: High school diploma or equivalent; further education or certifications in administration or customer service is a plus. Previous experience in a customer service or administrative role is preferred. Proficiency in Microsoft Office Suite (Excel, Word, Outlook). Strong communication skills, both written and verbal. Bilingual English/Spanish is a plus. Excellent organizational skills and attention to detail. Ability to multitask and manage time effectively. Positive attitude and a proactive approach to problem-solving. Willingness to learn new skills and take on different tasks as required.

The Senior Customer Service Representative supports the daily operations of the agency by providing advanced customer service, policy support, and account management. This role acts as a primary point of contact for clients, resolves complex inquiries, assists with policy changes, and ensures exceptional service delivery while maintaining compliance with state and carrier requirements. Client Service & Support Serve as the main contact for policyholders, delivering high-quality service via phone, email, and in-person interactions. Handle complex customer inquiries related to coverage, billing, claims, renewals, and endorsements. Assist clients with policy changes, cancellations, reinstatements, and general account updates. Review client accounts to ensure accuracy and identify gaps in coverage or service needs. Policy Administration Process endorsements, certificates of insurance, evidence of insurance, bind requests, and other policy documentation. Support new business and renewal processes by gathering required information and preparing applications. Verify policy accuracy, rating information, and carrier guidelines prior to final processing. Coordinate with insurance carriers on underwriting requirements, coverage questions, and policy adjustments. Claims Support Guide clients through the claims filing process and provide follow-up as needed. Act as a liaison between carriers, adjusters, and policyholders to ensure timely updates. Team & Operational Support Provide guidance and support to junior CSRs and team members. Assist in workflow improvement, procedure updates, and best-practice implementation. Maintain compliance with all state regulations, company policies, and carrier requirements. Customer Experience & Retention Build strong client relationships through responsive service and proactive communication. Identify opportunities for cross-selling or up-selling appropriate P&C products (within 4-40 license permissions). Support retention efforts by reviewing renewal options and assisting in remarketing when needed. Required Qualifications Valid Florida 4-40 Customer Representative License. 3-5+ years of customer service or account management experience in a Property & Casualty insurance environment. Strong knowledge of personal lines and/or commercial lines insurance products, coverage forms, and terminology. Proficiency with insurance management systems (e.g., Applied Epic, AMS360, QQ, Hawksoft) preferred. Excellent communication, problem-solving, and organizational skills. Ability to work independently, prioritize tasks, and manage high-volume workloads.

The Client Specialist III position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc.). Duties and responsibilities include: Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts; Assist Relationship Managers and Portfolio Officers in conducting the customer "onboarding" efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank's treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary; Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc.; Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents; Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing FedEx mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow; Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality; Monitor and manage overdrafts and past-due reports, which may include calling the customers; Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable; Prepare minimum balance covenant certificates; Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues; Organize detailed Organization Chart either provided or prepared along with preparing Adverse Media and Lexis Nexis; Review post-closing loan documentation collection and verification to maintain adequate quality controls; Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued. Minimum Education and/or Certifications Requirements: Bachelor's Degree required or pursuing a Bachelor's degree Formal credit training is a plus Minimum Work Experience Requirements: 3+ years of experience as a Lending Administrative Assistant Technical and/or Other Essential Knowledge: Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint

The Client Specialist III position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc.). Duties and responsibilities include: Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts; Assist Relationship Managers and Portfolio Officers in conducting the customer "onboarding" efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank's treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary; Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc.; Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents; Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing FedEx mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow; Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality; Monitor and manage overdrafts and past-due reports, which may include calling the customers; Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable; Prepare minimum balance covenant certificates; Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues; Organize detailed Organization Chart either provided or prepared along with preparing Adverse Media and Lexis Nexis; Review post-closing loan documentation collection and verification to maintain adequate quality controls; Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued. Minimum Education and/or Certifications Requirements: Bachelor's Degree required or pursuing a Bachelor's degree Formal credit training is a plus Minimum Work Experience Requirements: 3+ years of experience as a Lending Administrative Assistant Technical and/or Other Essential Knowledge: Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint

Requirements Valid and clean driver's license Experience as a Service Advisor This is a fast-paced shop that is busy and growing. There are opportunities to advance and grow your career. You will be part of a team that is focused on customer satisfaction as well as employee satisfaction. Please contact Mark Leslie, Service Director by email. ************************ We are an equal-opportunity employer. All applicants will be considered without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity, or any other protected characteristic. "Florida Drug-Free Workplace: Pre-employment Drug Testing"