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Call center representative jobs in Florida - 8,142 jobs

  • Customer Services Specialist

    Savills North America 4.6company rating

    Call center representative job in Miami, FL

    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.
    $27k-36k yearly est. 4d ago
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  • Customer Experience Representative

    RFID Hotel

    Call center representative job in Tampa, FL

    RFID Hotel, a division of Avery Products Corporation is looking for a Customer Experience Representative. You will engage with customers and teammates via phone and email to provide a seamless customer experience throughout the order process, strengthening customer relationships. The ideal candidate should be confident working independently as well as comfortable working with a growing team. WHAT WE OFFER Competitive pay - $20.00 - $22.00/hour based on knowledge, skills and relevant experience + Quarterly Bonus potential Dynamic, energetic work environment with an exceptional talented workforce. Great comprehensive benefits including Medical, Dental, Vision, Short-Term and Long-Term Disability, Company provided & paid life insurance Excellent 401K Retirement Plan with generous company match. Work life balance, 12 company paid holidays, paid vacation and paid sick time WHAT YOU WILL BE DOING Provide professional front-line email and phone communication to customers for service-related inquiries and complaints Data entry and maintenance in Netsuite ERP system including order processing, communications logging, and contact updates Work closely with other departments to ensure a smooth customer experience Gather customer feedback, reporting and escalating product or service issues Organize and prioritize multiple concurrent tasks while remaining highly responsive to customer and team needs Take ownership of assigned tasks and seek opportunity to engage with customers and provide meaningful value throughout the stages of the customer journey WHAT YOU NEED TO SUCCEED Excellent professional verbal and written communication skills Proven passion for providing a stellar customer service experience Strong attention to detail Proactive communication and pre-emptive problem solving High school diploma or equivalent minimally required Experience working in professional services or sales team settings Working on-premises during normal business hours Mon-Fri 9am-6pm ABOUT US As the largest and most-trusted supplier of RFID key cards and credentials for hotels, RFID Hotel leads uniquely at the intersection of technology and meaningful change by providing the best quality products and the highest level of customer service. With thousands of hospitality customers across the globe and millions of products in circulation, our vision is to cultivate an ecosystem of operational efficiency that enables the best experiences. Just like our customers, we are change-agents who are passionate about making a positive difference in the lives of those we serve, and we're inspired by the opportunity to help them deliver desired outcomes. RFID Hotel operates within the Avery North America Division of CCL Industries, a world leader in specialty label packaging solutions for global corporations, small business and consumers. Our offices are located in Tampa, FL.” All offers of employment are based on the successful completion of a pre-employment background check. Avery Products Corporation is an at-will employer. Employment is at will and, as such, are free to resign at any time without any reason. The company retains the right to terminate an employee's employment at any time with or without reason or notice. Thank you for your interest and considering this opportunity! Please send resume when responding.
    $20-22 hourly 4d ago
  • Customer Care Specialist

    Scouting America

    Call center representative job in Islamorada Village of Islands, FL

    The Florida Sea Base is seeking a highly skilled professional to provide in-depth analysis of customer, product, and operational issues, and to resolve escalated problems of the highest complexity. This role ensures that customers receive exceptional service through efficient order processing, accurate correspondence, and seamless coordination with internal teams. A successful candidate for this role should possess a mix of technical expertise, customer-centric mindset, and leadership skills. This is an ideal position for a professional looking to transition to the role of council program director or camp director. This position reports to the Manager of Operations, Florida Sea Base. Responsibilities Serves as an escalation point for issues of the highest complexity; resolves conflicts involving scheduling, resources, or technical problems. Provides analysis and audits on operational processes, call volume, scheduling, and staffing. Administers system modifications. Identifies areas for improvement and recommends process or system changes to management. Oversees or leads projects. Provides workflow coordination, scheduling, and training to the customer service staff. Performs other job-related duties as assigned. Competencies Knowledge of: Customer service best practices; relevant computer systems and applications; typical operational processes and procedures for addressing customer needs. Skill in: Conflict resolution and de-escalation; problem-solving and critical thinking; active listening and empathy; communication, both written and verbal; teamwork and collaboration. Ability to: Work independently and as part of a team; manage multiple tasks and prioritize effectively; analyze data and identify trends; recommend and implement process improvements and enhancements; empathize with the needs of customers and offer appropriate solutions or options. Qualifications Minimum of four (4) years of experience in customer service, ideally involving complex issue resolution and process improvement. Must pass a criminal history background check. Any work-related experience resulting in acceptable proficiency levels in the above Minimum Qualifications is an acceptable substitute for the above-specified education and experience requirements. Preference Bachelor's Degree in Business Administration or a related field from an accredited college or university is preferred.
    $27k-33k yearly est. 5d ago
  • Customer Service Representative

    Insight Global

    Call center representative job in Saint Petersburg, FL

    Position: Part Time Customer Service Representative $20-21 Hourly Based On Experience Looking to HIRE RIGHT AWAY!! Roughly 20-25 Hours Weekly Shifts: Monday-Friday: 9am-6pm Saturday: 11am-6pm Must Haves: Self-sufficient - Will be opening and closing by themselves Basic computer skills to enter shipping/tracking information Customer Service experience Organized, reliable, & meet deadlines Strong written and verbal communication skills Day to Day: This is a huge opportunity to get your foot in the door with a large fortune 500 company. The associate will have the potential opportunity to eventually grow with the operations, finance, or marketing divisions of the company if desired. The Associate will be opening and closing the store each day. They will be helping take packages from customers and ensure the packages are logged correctly to end up in the right location. They will be servicing anywhere from 1-2 clients per hour and helping to create new shipment logs/labels. They will be able to reach out to other team members for any questions that need to be escalated.
    $20-21 hourly 5d ago
  • Bilingual Medicaid Customer Service Representative

    Leeds Professional Resources 4.3company rating

    Call center representative job in Tampa, FL

    FLSA STATUS: Not-Exempt About Leeds Resources: At Leeds Professional Resources, our priority is client and candidate customer service. We want our clients to feel that they have received the best customer service experience from start to finish of the recruitment process. We pride ourselves on taking the time to understand the client's business and the challenges that an organization incurs on a daily basis. About our Client Our client is a reputable resource center for senior citizens and is committed to excellence for their client base. Their staff of professionals work closely with seniors, their families, and help to identify and locate any services they need. The team is looking to add an additional Medical Customer Service Representative to the growing team. This role is a temp to perm role (Pending performance). This role is an hourly based position and will be eligible for overtime payment. Job Qualifications: Bilingual in English and Spanish Bachelors Degree; or Associate Degree and two (2) years of experience; or High School Graduate or Equivalent and four (4) years of experience Successful completion of applicable background screening required
    $20k-29k yearly est. 2d ago
  • Account Service Representative -Field Sales

    New Health Partners 4.1company rating

    Call center representative job in Doral, FL

    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
    $21k-28k yearly est. 4d ago
  • Customer Service Representative

    Tempexperts

    Call center representative job in Doral, FL

    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
    $22k-31k yearly est. 5d ago
  • Customer Service Representative

    Airgas 4.1company rating

    Call center representative job in Largo, FL

    Ensure outstanding customer service through fast and accurate processing of orders and service requests. Taking inbound and making outbound calls. Coordinating C02 fills and service calls with customers providing estimated time of arrivals to customers. Coordinating with Service Managers and Area Beverage Managers. Following the escalation process to ensure customer satisfaction. Handle general inquiries and some basic troubleshooting. We are responsible for building and maintaining the business relationship with our customers, Service Managers and Area Beverage Managers by providing world class customer service to our internal and external customers. This position will also be responsible for responding to customer calls and working with Area Beverage Managers and Service Managers to provide products and services to ANC (Airgas National Carbonation) customers. Responsibilities Determine course of action according to customers' needs Work with Service Managers and Area Beverage Managers to provide estimated time of arrival for service and C02 fills. Follow up with customer and advise on response method and time frame Coordinate with A/R on delivery issues due to non-payment Liaison between customers and drivers to help business run efficiently Non-technical customer support Handles next level Customer Service issues. Troubleshooting calls. Excellent follow up skills Work with different departments on training and projects Answer phones and respond to customer request Provide customers with product and service information Transfer calls to appropriate departments Assist with special projects given by supervisors Assist with voicemail requests Provide customers with product and service information Assist with rush deliveries Update and create processes as needed Assist with Portal/ Email Orders EDUCATION and/or EXPERIENCE: High school diploma or general education degree (GED); or one to two years related experience and/or training; or equivalent combination of education and experience. Google Suites and/or Microsoft Suite
    $24k-31k yearly est. 1d ago
  • Environmental Service Representative (Waste)

    The Planet Group 4.1company rating

    Call center representative job in Orlando, FL

    Title: Environmental Service Representative (Waste) Starting Pay: Up to $28/hr + OT @ 1.5 Work Schedule: 7a - 4p OR 8a-5p Mon - Friday + OT WFH: hybrid options after fully trained Contract to Hire - 6 month contract and then direct hire Qualifications: Environmental background with hazardous and non-hazardous waste Experience with Shipping and Receiving / DOT regulations Computer skills Good customer service and comfortable on the phone Knowledge of RCRA and DOT Manager notes This person will be working in an office fielding calls and emails from both customers and internal employees MUST have a waste background - degree is preferred but not a must They will help schedule, coordinate, and follow up on waste tracking, shipping, characterizing and profiling Will need to be very organized and details Computer skills are a must Good with being on the phone A LOT This could be someone who is a Service Rep right now, Field Chemist that doesn't want to be in the field any longer, or anyone with haz waste background that would enjoy being on the phone Our client, one of the largest environmental services firms in North America, is seeking an analytical, detail-oriented Technical Services Representative for their Technical Services Team. This person will be responsible for job creation, data entry, scheduling, and supporting our customers. They provides leading institutions in the higher education, life sciences, healthcare, and industrial sectors with diverse services and advice to assist them with compliance management. Responsibilities: Provide high level service by responding promptly to customer requests, ensuring efficient job completion, conducting routine site visits and developing customer intimacy by serving as the main point of contact for all prospective and existing customers. Effectively manage an extensive book of clients by providing technical support to EH&S staff and onsite personnel in all aspects of Hazardous Waste Management. Assist with regulatory compliance and characterization of chemical, biological and radioactive waste. Prepare documentation for transportation of chemicals to appropriate disposal facilities. Assist Account Managers with the coordination of bids, proposals, and quotations for services such as lab packs and drum disposal, lab moves, onsite support services and field service-related projects. Maintain and grow existing customer base by providing quality control and following up with requests. Collaborate with Finance and Operations to process job folders, including appropriate job costing and invoicing by the set timelines. Work with Project Managers and Account Managers to understand financials and assist with the preparation of forecasts and various financial models. Perform monthly COGS reviews of certain service areas to ensure accuracy and completeness of financial results while finding ways to maximize gross profit. Basic Requirements: Proven organizational and time management skills Strong communication skills, both written and verbal Attention to detail with the ability to keep the big picture in mind Excellent soft skills; ability to work well with clients and co-workers Computer skills: MS Word, excel and ability to learn internal computer software Knowledge of RCRA and DOT Valid US Driver's License Must be eligible to work in the United States without sponsorship Must have a reliable form of transportation
    $28 hourly 4d ago
  • Customer Service Representative (4-40 needed)

    Brightway Insurance 4.4company rating

    Call center representative job in Jacksonville, FL

    Brightway Insurance is a leading property and casualty insurance distribution company with over 300 franchise locations in 35 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 Position Summary: As a CSR, you will play a key role in ensuring our clients receive excellent service and support. You'll 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 plus 4-40 Customer Service License required 1+ years of experience in insurance or a customer service-related role preferred 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 people's lives
    $27k-33k yearly est. 1d ago
  • Bilingual English and Japanese Customer Service Representative

    Unitedhealth Group 4.6company rating

    Call center representative job in Tampa, FL

    $1000 Sign-On Bonus for External Candidates This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. Imagine being able to get answers to your health plan questions from someone who speaks the same language as you do.Or, the opposite, not being able to get the answers.At UnitedHealth Group, we want our customers to get those answers by speaking to one of our Bilingual Representatives.If you're fluent in English and Japanese, we can show you how to put all of your skills, your passions and your energy to work in a fast - growing environment. At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together. The Customer Service Representative is responsible for handling all incoming Billing, Eligibility, benefits, claims, appeals and grievances calls, chat, e-mails and serving as the primary point of contact for departmental inquiries. This role provides expertise and customer service support to members, customers, and / or international providers through direct phone - based interactions, resolving a wide range of inquiries. This position is full time (40 hours / week). Employees must be willing to work any shift in a 24 / 7 department, including weekends, holidays, and occasional overtime based on business needs. We provide 12 weeks of paid training, which is mandatory (no PTO during this period). The hours during training will be 8:00am - 4:30 pm EST from Monday - Friday. After training is complete, your assigned shift will remain fixed. Training will be conducted virtually from your home. Primary Responsibilities: Ensures quality customer service for internal and external customers Responds to incoming customer service requests, both verbal and written (calls, emails, chats) Places outgoing phone calls to complete follow - up on customer service requests as necessary Identifies and assesses customers' needs quickly and accurately Solves problems systematically, using sound business judgment Partners with other billing and eligibility department representatives to resolve complex customer service inquiries Monitors delegated customer service issues to ensure timely and accurate resolution Applies appropriate communication techniques when responding to customers, particularly in stressful situations Informs and educates new customers regarding billing / invoicing set up and billing / payment procedures Addresses special (ad - hoc) projects as appropriate You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: High School Diploma / GED OR equivalent work experience Must be 18 years of age OR older 1+ years of customer service experience with analyzing and solving customer problems 1+ years of experience with Windows personal computer applications which includes the ability to learn new and complex computer system applications Bilingual fluency in English and Japanese Must be willing to work any shift in a 24 / 7 department, including the flexibility to work weekends, holidays, and occasional overtime based on business needs Preferred Qualifications: 2+ years of customer service experience in a call center environment Experience in the healthcare industry Telecommuting Requirements: Ability to keep all company sensitive documents secure (if applicable) Required to have a dedicated work area established that is separated from other living areas and provides information privacy Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service (UHG requires a wired internet connection: cable, DSL, or fiber internet service with upload and download speeds suitable for the role and approved by operations. Minimum speed standard is 20mbps download / 5mbps upload. Wireless service such as satellite, hot spot, line of sight antenna cannot be used for telecommuting.) Soft Skills: Comfortable with communicating via email, chat, and phone calls to provide support and resolve inquiries Understanding customer concerns accurately and responding appropriately Using sound judgment to resolve issues systematically *All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $17.74 - $31.63 per hour based on full-time employment. We comply with all minimum wage laws as applicable. Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment. #RED
    $17.7-31.6 hourly 3d ago
  • Banking Customer Service Representative

    Teksystems 4.4company rating

    Call center representative job in Tampa, FL

    *THIS IS A 100% IN OFFICE ONSITE ROLE* *The Customer Experience Specialist I, is an entry level customer service role, operating in a call center environment and supporting Consumer Direct Lending. The individual acts as the primary consumer contact to guide a consumer through the loan origination process after the licensed discussion with a loan officer. The individual is a key contributor to facilitating efficient and effective processes that support business and customer service objectives. Responsibilities may be limited within a specific function/channel or across functions/channels within the Mortgage Fulfillment Division (MFD).* *Responsibilities:* ** Operate in a Call Center environment as a customer success advocate* ** Receive inbound calls and make outbound calls to consumers* ** Receive inbound text messages (where the consumer has provided express consent) and facilitate outbound text messages to consumers* ** Answer high-volume, inbound calls or texts from current customers in a timely manner. Provide exceptional customer service to all customers' mortgage loan inquiries/requests.* ** Effectively manage a pipeline of up to 75 loans* ** Performing routine data entry and validation tasks* ** Monitoring work queues and intervening as needed* ** Interacting with multiple departments to expedite processing and/or issue resolution* ** Conduct preliminary or basic research in order to accurately resolve and respond to customer inquiries.* ** Must request assistance for escalated and/or more complex issues to department tenure associates or supervisors.* ** Meet outlined production and quality standards.* ** Follow established Policy and Procedures* ** Performing other related duties as required and assigned* ** Demonstrating behaviors which are aligned with the organization's desired culture and values* *Job Type & Location*This is a Contract position based out of Tampa, FL. *Pay and Benefits*The pay range for this position is $22.00 - $26.00/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 Tampa,FL. *Application Deadline*This position is anticipated to close on Jan 21, 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.
    $22-26 hourly 7d ago
  • Client Support Rep

    Outcomes 3.7company rating

    Call center representative job in Orlando, FL

    The Client Support Representative delivers high-level service, support, and solutions to customers using specific tools and phone systems, teleconference tools, and remote connection. The Client Support Representative will answer a high volume of calls from our clients. Essential Duties & Responsibilities Customer Interaction Respond promptly and professionally to inbound calls and other communication channels. Provide accurate and relevant information to clients regarding products, programs, and services. Address client inquiries and concerns with a customer-centric approach. Issue Resolution Identify and troubleshoot client issues, escalating them appropriately when necessary. Utilize a ticketing system to efficiently manage and track client concerns adhering to documentation standards. Offer effective and timely solutions to meet client needs. Product Knowledge Maintain a comprehensive understanding of the company's products, programs, and services. Stay informed about updates and changes in offerings to assist clients effectively. Process Adherence Adhere to standard processes and procedures in handling client interactions. Ensure compliance with established protocols for issue resolution. Team Collaboration Collaborates effectively with internal teams to gather information, resolve customer issues and enhance the overall client experience. Communicate regularly with team members to share insights and updates. Documentation Accurately record and document client interactions and resolutions. Keep detailed and organized records for reference and reporting purposes. Client Retention Offer alternative solutions when appropriate with the goal of retaining clients' business. Analyze client needs and recommend relevant features to enhance their experience. Continued Development Stay current with industry information, changes, and updates to provide informed support. Adaptability Demonstrate flexibility and adaptability in a dynamic and evolving client support environment. Ad-hoc Support Assist with additional support-related tasks and participate in Ad-Hoc projects as needed. Qualifications Knowledge & Requirements Experience in a technical call center environment preferred. Certified Pharmacy Technician preferred. Ability to handle difficult client interactions and deescalate a situation using excellent listening and communication skills to relate to the client and resolve their issue effectively. Ability to evaluate and analyze problems or tasks from multiple perspectives; adaptively employ problem solving methods to find creative or novel solutions; use logical, systematic, and sequential processes to solve problems. Communicate ideas, thoughts, and facts in writing using proper grammar, spelling, document formatting and sentence structure. Education & Experience Requirement Minimum years of work experience: 2 years Experience working with healthcare professionals in a fast-paced clinical setting preferred Minimum level of education or education/experience: High School Diploma A minimum of a High School Diploma or G.E.D.; Preferred: A Bachelor's degree in a related field from an approved and accredited college or university. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Frequent sitting in stationary position at a desk Occasional standing, walking, stooping, kneeling, squatting, and climbing stairs Occasional twisting of body Occasional reaching by extending hands and arms in any direction Occasional lifting, pulling, or pushing Uses of basic office equipment within corporate and home office environment. Will be filing (lifting, reaching, bending) and possibly lifting boxes, up to 10 lbs. This position works in an office environment with moderate noise, including some work situations that could present repetitive muscular and vision strain.
    $38k-58k yearly est. 1d ago
  • Licensed Customer Service Rep - Wildwood, FL

    The Auto Club Group 4.2company rating

    Call center representative job in Wildwood, FL

    Join America's most trusted brand with over 100 years of service. Why Choose AAA The Auto Club Group (ACG) ACG offers excellent and comprehensive benefits packages: Medical, dental and vision benefits 401k Match Paid parental leave and adoption assistance Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays Paid volunteer day annually Tuition assistance program, professional certification reimbursement program and other professional development opportunities AAA Membership Discounts, perks, and rewards and much more A DAY IN THE LIFE of a Field Insurance Service Representative The Auto Club Group is seeking a Field Insurance Service Representative who will provide a high level of support to the Insurance Agency and members by servicing existing insurance accounts. Perform retention calls, process applications, renewals, amendments, resolve customer problems, as well as selling membership and financial products (credit cards) Provide price quotes on all insurance products and factor in all applicable rules (underwriting, business, etc.) and discounts to complete the sale Take insurance payments (initial, installment, lapse, or reinstatement) Respond to customers' insurance inquiries and explains product features and Auto Club Group service advantages to potential customers for the purpose of promoting and selling various insurance, membership, and financial products Refer to agent when appropriate Recognize and promote cross-sale opportunities within the context of servicing a change to an existing member's policy and provide efficient processing of customer policies, endorsements, and status and coverage changes in accordance with state rules and corporate policies and procedures Provide customer assistance through the performance of sales processing activities and assists management and agents when applicable Conduct outbound promotional and retention call activities per management request and provides general promotion of Auto Club Group products and services following established guidelines Participate in a team environment to promote customer satisfaction and consistent service following the customer service model Receive and resolve member/customer complaints and seeks assistance from management in complaint resolution as necessary Participate in office events developed to generate insurance revenue, improve member awareness of products, and support local community activities Fulfill, maintain and service insurance policies Respond to inquiries regarding insurance availability, eligibility, coverage. Prepare insurance proposals, policy changes, transfers, and billing clarification Contact members or insureds regarding the renewal of delinquent memberships, late premium payments and to solicit reinstatements in the event of policy cancellations Verify new business applications Refer relevant members/insureds to other lines of business (i.e. Travel and Life) Process insurance and membership payments Update electronic member information Maintain filing systems and provide other general Agency support HOW WE REWARD OUR EMPLOYEES Starting hourly wage of $23.00 - $25.50 per hour, based on experience WE ARE LOOKING FOR CANDIDATES WHO Required Qualifications: A Current Property & Casualty Insurance license Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products. Successful completion of Customer Service, Insurance and Membership training within 6 months of hire Education: High School Diploma or equivalent Work Experience: Provide a high level of customer-focused service Service insurance policies and processing applications, renewals, and amendments Respond to billing and coverage questions Process monetary transactions; Taking payments Promote the sales of insurance products and services using established guidelines Present complex information in a clear and concise manner Knowledge and Skills: Analyze member/potential customer insurance needs and determine appropriate levels of coverage Prepare appropriate rate quotations Organize, plan and promote the sale of ACG insurance and membership products and services Perform outbound service calls Maintain accurate records Insurance terminology General insurance regulations Underwriting procedures Sales regulatory and compliance guidelines Insurance Systems and/or membership systems (e.g., PPS, POS, IMS, IPM) Work effectively in a team environment Work independently, with minimal supervision Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service (on phone or in person) and maintenance of workstation and office facility Proficient in using Microsoft Office products Read, comprehend, and communicate clearly and concisely in the work environment and with the public (e.g ., explain instructions, rules and procedures) Perform mathematical calculations to accurately perform monetary transactions Work under pressure in a high volume, fast paced customer service environment Successfully complete appropriate training relative to all Auto Club Group (ACG) products and services Work Environment Work in a temperature-controlled office environment. Willingness and ability to work irregular hours to include weekends, holidays, and community events. Who We Are Become a part of something bigger. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America. By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. And when you join our team, one of the first things you'll notice is that same, whole-hearted, enthusiastic advocacy for each other. We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger. To learn more about AAA The Auto Club Group visit *********** Important Note: ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level. The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements. The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status. Regular and reliable attendance is essential for the function of this job. AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
    $23-25.5 hourly 5d ago
  • Customer Service Representative

    Net2Source (N2S

    Call center representative job in Palm Harbor, FL

    Job Title: Customer Service Representative Duration: 3 Month (possible extension) Shift: M-F 8am - 5pm Qualifications: This is an in-person role. High school diploma or equivalent. Experience: One to two years related experience. Intermediate knowledge of Computer experience required. Intermediate knowledge of MS Office (Outlook & Excel) required. Extensive data entry/10-key skills/order processing skills Ability to handle multiple tasks. Strong communication and customer service skills. Heavy phone experience is a plus. Accounts payable knowledge is a plus Responsibilities: Support residential installation and service departments. Provide superior customer service to internal and external customers. Coordinate, prioritize and schedule installations and service appts. Provide reception coverage as needed. Other duties as assigned, which may include but are not limited to: Act as payroll liaison Assist with Ops Support/Administrative duties including but not limited to ordering supplies, filing, backup when Lead Admin is out. Handle incoming customer/associate relations calls. Process accounts payable invoices.
    $24k-32k yearly est. 2d ago
  • Driver Services Representative

    Circle Logistics, Inc.

    Call center representative job in Orlando, FL

    Are you looking for a CAREER you can be passionate about instead of just a job? Do you want more out of life than just the status quo? Do you want to be a part of a thriving company in a growing industry? If the answer is YES, then we want you on our Circle Logistics Team! As Track & Trace Specialist/Driver Services Representative, you will work in a fast-paced environment coordinating our day-to-day shipments and support the efforts of our office by providing visibility and maintaining accurate documentation for all loads. The key responsibilities of this role are to provide clear and concise communication, troubleshoot customer concerns, and to proactively monitor the movement of freight to ensure customer satisfaction. Responsibilities: Enter new load orders into our proprietary web-based software Initiate “check calls” to track and trace drivers on all pickups and deliveries Communicate internally correspondence with drivers to ensure accurate documentation Closely monitor freight via multiple detailed websites to ensure accurate delivery times and to notify customers of potential delays Maintain and collect proper paperwork for each shipment Work cooperatively with Sales and Dispatch to provide solutions for customers' needs and resolve issues Maintain an outbound call volume of 100 calls per day Skills/Abilities: 1-3 years of work experience in customer service, operations, data entry, call center, dispatch or logistics Must have strong attention to detail Ability to prioritize, balance, and organize information while completing multiple tasks. Above average proficiency in Google Drive and Microsoft Suite Excellent written and verbal communication skills Excellent teamwork skills Education and Experience: High school diploma or equivalent required Associate's degree preferred Call center experience is a bonus Benefits: $17-$18 an hour Full-time: 40 hours per week Weekday and Weekend schedules available On-site training and career development Paid holidays and paid time off Insurance benefits including but not limited to: Health, vision, dental, life, and disability 401(k) Plan Why Join Circle: We believe in working hard and playing hard here at Circle. Therefore we provide a pay package & benefits to our team members. All so you can perform at the highest level, prosper and enjoy life. Every day you come into work you are entering a competitive and engaging work environment. We recognize what you give to make that happen. That is why we recognize those who go the extra mile and celebrate our victories as a team. Check out our Orlando Office HERE Who We Are: Circle Logistics is a 3rd party logistics firm focused on delivering our three core promises to our customers: No Fail Service, Personalized Communication, and Innovative Solutions. We leverage our technology, industry experience, and employee ingenuity to develop industry-leading transportation solutions. We have been in business for 10 plus years and have grown into a half a Billion dollar company, from starting out as just a handful of people with Entrepreneurial Spirit as their foundation . Our story is one of resiliency and innovation that has led us to grow to over 500 employees in a booming transportation industry, that never takes a night off.
    $17-18 hourly 4d ago
  • Client Solution Center Representative - 35721

    Harvard Maintenance, Inc. 4.2company rating

    Call center representative job in Miami, FL

    Job Site Location US-FL-Miami Job ID 2025-35721 Category Portal Searching Client Solution Center Hire Type Full-Time Life at Harvard Are you ready to be part of something Extraordinary? Look no further than Harvard is the largest family-owned provider of premier commercial janitorial and professional security services in the United States. We believe in the power of our people. Here, every team member is valued, empowered, and trained to contribute their best. We foster an inclusive workplace culture where diversity is celebrated and every voice matters. A day in the life: The Client Solutions Center Representative plays a vital role in our 24/7 Client Solutions Center by managing work order administration and handling inbound calls during the 1st shift. This in-office position is based at our headquarters in Miami, FL, and requires excellent communication skills, strong attention to detail, and the ability to work independently in a fast-paced environment. The representative will service our clients during typical business hours, working Monday through Friday from 10:00 am to 6:00 pm EST. What you'll do as an Exceptional Team Member Call Management: Answer, direct, and relay inbound calls, messages, and email messages promptly and professionally. Provide timely responses to client inquiries and service requests. Work Order Administration: Monitor, create, and dispatch work tickets across multiple software platforms and applications. Accurately enter and update work order information and inspection data in real-time. Ensure timely follow-up and closure of work tickets while maintaining detailed records. Identify recurring issues or workflow bottlenecks and recommend improvements to enhance efficiency and accuracy. Client and Operational Support: Collaborate closely with Operations teams to resolve service concerns and support service excellence. Contribute to the achievement of Key Performance Indicators (KPIs) through proactive communication, issue resolution, and process alignment. Participate in identifying process improvement opportunities, offering recommendations for enhancements to workflows, ticketing practices, or communication protocols. Administrative Duties: Provide essential administrative support, including generating and distributing status reports to track work order progress. Support billing and invoice verification processes to ensure accuracy and timely processing. Review, correct, and verify data entries to maintain data integrity. Flexibility and Availability: Be available for on-demand shift coverage as needed during the week. Adapt to changing priorities and contribute to a collaborative team environment. What you'll need to be an Extraordinary Team Member Communication Skills: Excellent phone etiquette and professional verbal and written communication skills. Strong customer service orientation with a commitment to providing positive client experience. Technical Proficiency: Proficient in Microsoft Excel and other Microsoft Office applications. Ability to quickly learn and navigate multiple software platforms and systems. Attention to Detail & Multitasking: Exceptional attention to detail with the ability to manage multiple tasks simultaneously. Strong organizational skills and the ability to prioritize in a fast-paced environment. Independence & Flexibility: The ability to work independently with minimal supervision while maintaining productivity and quality standards. Willingness to work flexible hours and provide coverage during business-critical times. Preferred Qualifications: Experience in a customer service or call center environment. Familiarity with work order management systems or service dispatch platforms. (3+) years of relevant experience Associate's degree Work Environment: This is an in-office position based at our headquarters in Miami, FL. Must thrive in a dynamic, fast-paced environment while maintaining accuracy and efficiency. The Harvard Promise Join our team and play a critical role in delivering exceptional service and operational excellence in our Client Solutions Center! ******************** Harvard is offering a competitive salary structure including benefit package with medical, dental, life, and long-term disability (LTD) insurance along with 401K Savings Plan. An Equal Opportunity Employer --- M/F/D/V
    $33k-59k yearly est. 3d ago
  • Customer Service Representative

    Waste Connections 4.1company rating

    Call center representative job in Clearwater, FL

    Waste Connections is looking for individuals who have a passion for Customer Service Representative, career growth and share our #1 value: SAFETY! We are looking for a Customer Service Representative to join the team at our location in Clearwater, FL. This is a scripted call center position where you will handle inbound calls from our customers. THE POSITION: This position is the first point of contact for our customers. You will be handling high call volumes along with asteady flow of walk in customers.Additional administrative duties will be required as well. The position is Monday through Friday, 8am to 5pm. Location: Clearwater, FL DUTIES AND RESPONSIBILITIES: Work in conjunction with other departments to resolve customer disputes & demonstrate the ability to become proficient in the use of proprietary operational systems. Interviews customers and records interview information into computer for customer service, talks with customers by phone and in person, to receive orders for installation, turn on, discontinuance, or change in service. Fills out contract forms, determines charges for service requested, collects deposits, prepares change of address records and issues discontinuance orders. Demonstrate effective use of software applications, at a minimum MS Word and Excel proficient. Delivers services to customers in a manner that promotes goodwill. Interacts with customers and Waste Connections employees to determine service requirements and resolve problems or complaints. Work in a fast paced, cooperative, high call volume environment. Solicit sale of new or additional services. A typical schedule for this position is Monday-Friday, with an occasional Saturday as needed. WORKING CONDITIONS AND PHYSICAL EFFORT: Work environment is an office setting. Areas are clean, ventilated, and well lighted. Our Customer Service Reps normally have their own workstation or cubicle space and are equipped with a telephone, headset, and computer. CSR call areas can be noisy and work may be repetitious and stressful, with little time in between calls, while still providing excellent service. Some calls are evaluated to ensure high standards. Also, long periods spent sitting, typing, or looking at a computer screen are common. MINIMUM JOB REQUIREMENTS: 2 years of Customer Service experience in a high volume atmosphere. Experience with MS Word, Excel, and Email preferred . Typing and 10-key skills are required. Excellent organization and communication skills. This position also requires excellent oral and written communication skills as well as ability to read and comprehend technical manuals. Ability to analyze and solve problems. Gather data, compile information, and prepare reports. VETERANS are encouraged to apply. Apply today and Connect with Your Future! We offer excellent benefits including: medical, dental, vision, flexible spending account, long term disability, life insurance, 401K retirement. Waste Connections is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to disability or protected veteran status.
    $29k-36k yearly est. 7d ago
  • Customer Contact Center Representative

    Seacoast National Bank 4.9company rating

    Call center representative job in The Villages, FL

    *Citizens First Bank is a division of Seacoast Bank. This position is for Citizens First Bank branded locations and on-site only* About the Organization: Citizens First Bank, a cornerstone of The Villages community, was founded by the visionary founders of The Villages in 1991. "We are a bank created specifically to fill the needs of our community and to conscientiously and joyously serve our Villagers residents in every possible way." -Founder Harold Schwartz. Since that time, the vision of the Bank has expanded to build upon our purpose of serving the Villages in every way while sharing our exceptional service and lasting relationships with the people and businesses throughout Lake, Sumter, Marion and Citrus counties. Citizens First Bank: A Five Star Bank where hospitality meets finance. About the Position: Are you a people person with a passion for helping others? Citizens First Bank is seeking a dynamic and compassionate individual to join our customer contact center team as a full-time Customer Contact Center Representative. As a Customer Contact Center Representative, you will be the first point of contact for our valued customers, providing exceptional service and support. What you'll do as a Customer Contact Center Representative: Build relationships: Connect with customers on a personal level, understanding their needs and offering tailored solutions. Solve problems: Efficiently resolve customer inquiries and issues, ensuring a positive and seamless experience. Promote products: Educate customers about our diverse range of financial products and services, helping them achieve their financial goals. Embrace technology: Utilize our state-of-the-art systems to provide quick and accurate assistance. For more information on becoming a Customer Contact Center Representative, please see the attached job description. Customer Contact Center Representative Requirements: Minimum: High school diploma or equivalent required, one year in a customer service/retail environment. Must be able to attend work regularly and on time and perform position requirements with little supervision. Must have the ability to assist customers in a professional, positive manner, ability to communicate effectively, ability to be flexible by being able to adjust adeptly to changing priorities, ability to function as a member of a team including participating in team activities and displaying positive behavior. Must have computer skills including working knowledge of Microsoft Office (Outlook, Word and Excel), proficient in keyboarding and use of a calculator and possess good general math and letter composition skills. Must be able to work flexible hours. Preferred: Two years CSR experience in banking or related environment. Completed CFT courses in consumer and mortgage lending Customer Contact Center Representative Benefits: Citizen's First Bank offers an exceptional benefits package for full-time employees including medical dental, vision, short and long-term disability insurance options, 401K, and generous vacation allowance. All employees enjoy an annual calendar recognizing ten federal holidays which may be paid, a high-end hospitality environment with a strong promote-from- within culture, and the satisfaction that comes from serving the community and relationship building. Citizens First Bank is committed to provide equal employment opportunity to all persons regardless of race, color, national origin, religion, sex, sexual orientation, gender identity, age, genetic information, marital status, protected veteran status or disability. In addition to federal law requirements, Citizens First Bank complies with applicable state and local laws governing nondiscrimination in employment in every location in which the Bank has facilities. Citizens First Bank is proud to be a drug, alcohol, and weapons free workplace. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $33k-37k yearly est. 3d ago
  • MEMBER SERVICES REPRESENTATIVE III (Kennedy Space Center)

    Launch Credit Union 3.8company rating

    Call center representative job in Florida

    The Member Services Representative III (MSR III) is responsible for providing exceptional service to members by listening to their requests and offering appropriate solutions. MSR IIIs interacts with members face-to-face in a fast-paced environment. The incumbent assists members with loan requests (consumer and real estate), opening and closing consumer depository (savings, checking, IRAs, etc.) and business accounts, issuing debit cards and credit cards, wire transfers, disputes, and fraud. MSR IIIs must be proactive in referring Launch Credit Union products/services to every member to enhance their financial wellbeing. The MSR III assists' members with various types of transactions, examines checks, and balances their cash drawer each day. MSR IIls are also responsible for following all safety and compliance procedures to protect the assets of Launch Credit Union and its members, communicating effectively, and promptly resolving member concerns. Primary Responsibilities and Duties Identifies member needs and recommends appropriate products/services using credit reports and member information. Refers the member to appropriate branch representatives and/or business partner of applicable. Conducts consumer, business, and real estate loan interviews and sends applications to loan underwriting for review and decisioning. Follows-up to determine the status of the loan. Provides regular updates to members. Disburses loan proceeds to members. When appropriate, offers debt protection products (e.g., GAP Insurance, Debt Protection, etc.) to members. Assists members with various services, including opening and closing consumer depository (savings, checking, IRAs, etc.) and business accounts, updates to existing accounts, safe deposit boxes, issues debit and credit cards, disputes/fraud, stop payment orders, wire transfers, etc. Ensures members meet credit union membership eligibility requirements. Assists members with credit union Digital Services products and services including troubleshooting. Processes a variety of transactions (i.e., deposits, withdrawals, transfers, loan payments, check cashing, buys, and sells cash, etc.). Examines checks for validity and processes them through the check scanning system. Determines and places applicable holds on checks in accordance with Reg. CC. Reviews alerts placed on member records and responds accordingly. Balances cash drawer and checks daily. Accurately accounts for all cash and monetary instruments. Follows and completes all cash handling and balancing procedures. Verifies the member's identity and communicates with members according to service standards while meeting production goals. Resolves member issues promptly and professionally. Maintains the highest level of confidentiality with all information obtained. Monitors the member-tracking system and assists members in a timely manner. Contacts Member Solutions regarding member payments when applicable. Follows and ensures compliance with all operational procedures that are required to maintain accuracy, manage risk, prevent fraud, and protect members. Ensures documents are completed accurately and saved to Launch Credit Union's document retention system. Places outbound calls and follows-up on services provided, recommendations, new product launches, and improve/deepen relationships with members. Balances cash drawer and checks daily. Accurately accounts for all cash and monetary instruments. Follows and completes all cash handling and balancing procedures. Completes the branch End of Day sheet with checks, cash, and TCR totals. Other Responsibilities and Duties Develops, maintains, and demonstrates a working knowledge of credit union loan and member service standards, policies, procedures, and applicable state and federal regulations. Participates in community and marketing events. Refers members to all Launch business partners (i.e. investments, business payroll, etc.). May notarize documents for members. May assist with branch audits. Assists MSR I and IIs as needed. Sorts the daily work for the branch. Checks email for updates. Processes and balances the ATM and posts night drop transactions. Prepares coin bags to ship to Brinks. Assists members with their Safe Deposit Boxes. Follows all Launch Credit Union policies and procedures. Completes compliance training assignments in a timely manner. Attends meetings and training sessions as required. Performs other duties as assigned. Qualifications Education, Experience, and Skills Required Note: Internal applicants must be in the Member Services Representative II role for a minimum of 6 months before being considered for the Member Services Representative III role. A minimum of three years of similar or related experience. A minimum of two years of experience in identifying member/customer needs and offering technical and sophisticated products in a production driven environment subject to individual performance, referral and or production goal. A high school diploma or GED. Have or ability to obtain an NMLS (Nationwide Mortgage Licensing System & Registry) license. Ability and willingness to identify member needs and make appropriate product/service recommendations to meet those needs. Excellent interpersonal skills, including displaying courtesy, tact, and diplomacy during personal contact with others inside and/or outside of the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Excellent written and verbal communication skills. Demonstrated ability to build rapport and establish trust and confidence with members/customers. Very strong mathematical skills and accurate cash handling skills. Must be proficient in the use of computers with a demonstrated ability to quickly learn software applications, multiple programs, and systems. Must be knowledgeable or have a demonstrated ability to quickly learn the credit union products, services, policies, and procedures, including digital services. Demonstrated ability to learn and understand how to read a credit report. Must be knowledgeable or have a demonstrated ability to quickly learn and understand the applicable regulations (i.e., Reg B, D, Z, CC, BSA, TISA, etc.). Detail oriented, organized, ability to work under pressure in a fast-paced environment, and able to adapt to change. Excellent judgment, decision making, and problem-solving skills. Launch Credit Union is an Equal Opportunity Employer, including protected veterans and individuals with disabilities.
    $24k-31k yearly est. 3d ago

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