TurboTax Remote Client Support Specialist
Remote job
Work from home with TurboTax Product Expert
Get paid $18.50 per hour¹
Get a $405 Certification bonus³
Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴
Earn an additional $5/hr from April 9-15 for all hours worked
Fast 24 hour Certification³
As a Customer Service Representative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. Most of these questions concern Downloading, Logging In, Getting Started with Basic Navigation, Importing Documents, Printing and Filing and very basic Tax questions. We'll give you amazing continuous support for everything.
Get paid $18.50 per hour¹
Earn a $405 Bonus just for participating in getting certified as a TurboTax Product Expert³
$5.00 per hour Turbo Bonus Boost: Enjoy the bonus from April 9th through 15th with unlimited hours available, must work a minimum of 8 hours each day on April 13th, 14th, and 15th to qualify
Certification takes place over 3 days
Build your own schedule with flexible hours anytime between 8am EST and 12am midnight EST Monday to Sunday⁴
Minimum 25 hours per week required, want to work more? Go for it!¹
You'll be assigned an SME (Subject Matter Expert) who will support you during live calls. Plus Support an (MPS) Marketplace Performance Specialist as your advocate
Required Experience & Skills To be successful in this Gig as a Service Provider for TurboTax you will need to be proficient in the following:
This role doesn't require any specific accounting background. We're looking for enthusiastic individuals who are eager to learn and help TurboTax customers with their questions.
Strong communication is key in assisting customers with TurboTax products and tax return software. You'll need to articulate solutions clearly and empathetically.
The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service.
Remote Customer Service Representative - Product Testing
Remote job
We're looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.
Customer Experience Advocate
Remote job
At Cymbiotika, we believe that wellness starts with trust. That's why we're committed to creating supplements that are not only effective but also transparent. From the moment you pick up one of our products, you'll know exactly what's inside-no hidden ingredients, no confusing labels. We take pride in using only the highest-quality ingredients, carefully sourced and backed by science, to ensure you're getting the best of nature and innovation in every supplement.
We understand that health is personal, which is why our supplements are designed to work with your body, not against it. By focusing on bioavailability and using advanced liposomal delivery systems, we ensure that your body can absorb and use the nutrients to their fullest potential. Our goal is simple: to help you feel your best, with products you can trust, made with ingredients you feel good about.
With Cymbiotika, you're not just taking a supplement-you're joining a community of people who value wellness, science, and the power of transparency. We're here to empower you on your journey to better health, every step of the way.
We are looking for a motivated and experienced Customer Experience Advocate to join our Cymbiotika team! As a Customer Experience Advocate, you will be tracking all points of customer engagement, addressing customer queries, and identifying ways to improve our customer services.
Role Overview
As a Customer Experience Advocate, you are the voice of the company, specializing in extensive product knowledge, record keeping, and problem solving. Working alongside multiple departments, you will answer customer questions and concerns with confidence and a positive attitude.
Responsibilities:
Provide customers with order verification, updates regarding shipment, product availability and pricing.
Work closely with cross-functional departments to enhance customer services and brand awareness.
Provide analytical and specialized administrative support with general instructions.
Inform customers about new products and usage.
Analyze customer feedback on new and existing products, as well as preparing reports.
Respond to customer queries in a timely and effective manner, via phone, email, or social media.
Participate in weekly meetings that are structured to aid in the enhancement of professional development.
Maintain accurate records and document all customer service activities and discussions.
Requirements:
At least 1 year of relevant experience
Exceptional communication, collaboration, and problem-solving skills.
Exceptional interpersonal skills and a client-centered approach.
Great organizational and time management abilities.
Proficiency in Google and customer service softwares
What We Offer:
Welcome Package: Receive a curated selection of Cymbiotika products to kickstart your wellness journey with us at your 45th day.
Exclusive Employee Discounts: Enjoy 70% off all products for yourself and 50% off for friends and family.
Flexible Fridays: Work from home Fridays to ease into your weekend with balance and flexibility.
Catered Team Lunches: Connect with your colleagues over delicious catered lunches every Wednesday.
Beverage Perks: Cold brew, coffee, and fridge full of drinks.
Snacks: Variety of snacks to keep you fueled.
Wellness Facilities: Unwind in our on-site meditation room or recharge with red-light therapy.
VIP Access: Enjoy exclusive suite access at Petco Park for San Diego Padres home games.
Fitness Perks: Complimentary ClassPass membership for access to fitness classes and wellness activities.
Paid Time Off: Enjoy 13 paid company holidays, a generous PTO policy that grows with your tenure, and dedicated sick time to support your health and work-life balance.
Comprehensive Health Benefits: Dental, vision, and health insurance plans with 100% employer-paid coverage options.
Exclusive Lifestyle Discounts: Special offers through partners like Farmers Insurance, hotels, movie theaters, theme parks, and more.
Team-Building Activities: Join regular team outings and events that foster collaboration, creativity, and fun.
Retirement Plan: 401(k) plan with matching contributions to help secure your financial future.
Community Engagement: Participate in company-sponsored volunteer events and give back to causes that matter.
Client Relations Specialist
Remote job
Job Title: Remote Client Relations Specialist
Monthly Pay: $3,200 - $4,000
We're seeking a Client Relations Specialist to serve as a key connection between our team and our clients. In this fully remote role, you'll ensure each client receives timely updates, helpful support, and thoughtful follow-through. If you're an excellent communicator who enjoys keeping people informed, organized, and satisfied, this is a great opportunity to grow within a supportive team.
Key Responsibilities:
Proactively reach out to clients with updates, feedback requests, or check-ins
Respond to inquiries related to services, timelines, or account changes
Track client interactions and preferences using CRM systems
Coordinate with internal teams to ensure client expectations and deadlines are met
Prepare simple reports or summaries as needed
Follow up after meetings or project milestones to confirm client satisfaction
Qualifications:
Strong written and verbal communication skills with a client-first attitude
Comfortable using email, spreadsheets, and CRM tools
Organized, detail-oriented, and reliable with strong follow-through
Ability to manage multiple conversations and priorities in a remote setting
Experience in customer service, client support, or administrative roles is a plus
Quiet home workspace and dependable high-speed internet
Perks & Benefits:
Competitive pay: $3,200 - $4,000
100% remote role-no commute needed
Paid training and onboarding
Friendly, team-driven environment
Flexible scheduling (part-time or full-time options)
Pathways for advancement into account management or leadership roles
Remote Customer Service Representatives - AI Trainer ($60-$80 per hour)
Remote job
## **About the Role**
Mercor is seeking experienced **customer services representatives** to support a leading AI lab in advancing research and infrastructure for next-generation machine learning systems. This engagement focuses on diagnosing and solving real issues in your domain. It's an opportunity to contribute your expertise to cutting-edge AI research while working independently and remotely on your own schedule. ## **Key Responsibilities** - You'll be asked to create deliverables regarding common requests within your professional domain - You'll be asked to review peer developed deliverables to improve AI research ## **Ideal Qualifications** - 4+ years professional experience in your respective field - Excellent written communication with strong grammar and spelling skills ## **More About the Opportunity** - Fully remote and asynchronous - complete work on your own schedule - Expected workload: ~30 hours per week, with flexibility to scale up to 40 hours - Project start date: immediately, lasting for around 3-4 weeks ## **Compensation & Contract Terms** - Independent contractor engagement through Mercor - Hourly compensation, paid weekly via Stripe Connect - Payments based on services rendered; contractors maintain full control over their work schedule and methods **About Mercor** - Mercor is a talent marketplace that connects top experts with leading AI labs and research organizations - Our investors include Benchmark, General Catalyst, Adam D'Angelo, Larry Summers, and Jack Dorsey - Thousands of professionals across domains like engineering, research, law, and creative services have partnered with Mercor on frontier AI projects We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request. ## **Earn $200 by referring** Share the referral link below, and earn $200 for each successful referral through this unique link. There's no limit on how many people you can refer. Restrictions may apply. [Learn consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request. ## **Earn $125 by referring** Share the referral link below, and **earn $125 for each successful referral** through this unique link. There's no limit on how many people you can refer. Restrictions may apply. [**Learn
Customer Service Associate (Insurance Industry) Temp to Perm
Remote job
On behalf of our client, an industry leading Insurance Company, we are hiring Services Associates in the Massachusetts area to join their Personal Lines Agency Support Team. The position is anticipated to start in early January and is a temporary (with a duration of approx. 7 months) to permanent opportunity.
Position Overview/Summary:
As a member of the Agency Support Team, you will work with the firm's independent insurance agents, policyholders and field partners within a call center environment to create outstanding service experiences. The Agency Support Team functions as an extension of their agents' offices by providing assistance related to personal lines insurance policies, premium billing and technical support.
By joining the team, you can expect to take part in an initial comprehensive virtual training program that will prepare you for success. You will learn the company's service philosophy, receive both systems and skills training and benefit from ongoing coaching and mentorship that will position you well for potential career growth within their Personal Lines organization.
Description
Training and Development: 6-8 weeks of initial comprehensive virtual training (instructor-led and self-study) followed by ongoing training, coaching and mentorship
Schedule: Hours of Operation are 8:00am - 6:00pm EST, Monday - Friday.
Your daily 7.75-hour shift (38.75-hours/week) will be determined after training is complete. Shifts remain static after they are assigned but are eligible for adjustment in the future.
Responsibilities / Essential Functions:
• Receive inbound calls from agents, policyholders and field representatives in a dynamic call center environment
• Timely manage an individual diary of pending items requiring follow-up via email or outbound phone call
• Accurately interpret and verify new and renewal policy transactions, policy coverages and policy changes for agents
• Communicate underwriting guidelines to agents
• Respond to simple as well as complex billing inquiries from agents and policyholders
• Provide agents and policyholders with technical support and troubleshooting on The Hanover's systems
• Partner with others within Personal Lines to resolve policy or billing related issues
• Deliver highly positive service experiences consistent with our key performance metrics, quality standards and customer experience program
• Make process improvement recommendations related to procedures, workflows and systems
• Participate in special assignments and perform other duties as needed
Key Measures of Success:
• Motivated by taking full ownership to help others, solve problems and create lasting positive impressions
• Driven to be proficient with service delivery and quality metrics, insurance policy concepts, billing practices and technical troubleshooting skills
• Comfortable working in a dynamic and structured call center operations environment
• Receptive to coaching and feedback; flexible and adaptable to change; able to overcome obstacles
• Thrives in a remote or an in-office working environment
Position Requirements:
• Experience of up to 2 years in a customer service environment and role; call center experience is beneficial. Remote work experience preferred
• Bachelor's degree
• To work remotely, hardwired Ethernet connections speeds of 10 mbps upload and 50 mbps download are required.
• Excellent telephone etiquette and service delivery skills
• Strong communication skills and effective listening abilities
• Effective organizational and time-management techniques
• Exhibit patience and a positive outlook when working with agents and policyholders
• Contribute to an environment of collaboration, accountability, respect and empowerment
• Proficient with navigating personal computers and standard business software; able to learn call center and insurance industry specific software applications
• Able to commit to the entirety of the virtual training program
Physical Demands & Work Environment:
• Able to use a personal computer as well as call center software applications and wear a wired headset
• Able to sit for extended periods (75% - 90%) while receiving and handling incoming phone calls
• Able to meet performance expectations and internet speed requirements in a dynamic remote work environment
If you are interested in this position, please reply with your resume in Word and we will contact you to discuss next steps.
Customer Service Representative - Remote - 50k-60k/Year
Remote job
We're looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day providing outstanding service and product knowledge.
Duties:
• Distributes all benefit enrollment materials and determines eligibility.
• Handle incoming customer service calls
• Dispatch incoming customer phone calls
• Accept customer calls and return customer
• Respond to client requests for coverages while representing their best interests.
• Create and explain individualized policies via our Needs Analysis system.
• Work and learn from management teams to stay up to date on new products, services, and policies.
Job Benefits:
• Full training provided
• 100% work from home.
• Competitive compensation.
• Paid weekly along with earned bonuses.
• Career advancement opportunities.
• Full benefits after 3 months.
• Values a healthy work-life balance
Architectural Representative
Remote job
About Mitrex & Cladify
Mitrex and Cladify are sister companies based in Toronto, Canada, pioneering innovative and sustainable building solutions. Mitrex specializes in building-integrated photovoltaic (BIPV) technology, transforming facades into energy-generating assets that combine aesthetics with solar power for net-zero buildings. Cladify, with over 20 years of expertise, is a global leader in advanced cladding systems, including lightweight composite panels, stone cladding, and integrated solutions designed for durability and architectural appeal. Together, we empower architects, developers, and builders to create efficient, eco-friendly structures across North America. We are expanding our presence in the USA market and seeking a dynamic Architectural Representative to promote our cutting-edge products to design professionals, driving adoption and sales growth.
About the Role
The Architectural Representative will serve as the primary liaison between Mitrex/Cladify and architectural firms, designers, contractors, and developers in the USA. This role focuses on building relationships, educating stakeholders on our sustainable cladding and solar-integrated solutions, and securing specifications for projects. The ideal candidate is a sales-oriented professional with a passion for green building technologies, strong networking skills, and experience in the architectural or construction industry. This is a remote position with travel required within the USA, reporting to the Sales Director.
Responsibilities
External Collaboration: Develop and maintain strong relationships with architects, specifiers, and general contractors to promote Mitrex's BIPV products (e.g., solar facades, glass, and railing systems) and Cladify's cladding solutions (e.g., composite panels, stone, and prefabricated systems).
Strategic Specification/ Sale Execution: Develop and execute targeted specification/ sales strategies for each vertical to generate leads, increase market penetration, and exceed sales targets within your U.S. territory. Tailor your approach to each sector's unique needs and priorities while ensuring alignment with Mitrex's sustainability mission.
Presentations & Product Knowledge: Conduct in-depth product knowledge sessions and presentations tailored to each vertical, focusing on how Mitrex and Cladify products meet the specific needs of universities, airports, and government buildings.
Pipeline Generation: Identify and pursue project opportunities, building a robust sales pipeline through prospecting, networking at industry events, and leveraging CRM tools. Achieve sales targets by securing product specifications in architectural plans and following through to project completion.
Internal Coordination: Work closely with internal teams to ensure smooth project implementation, from the sales process through delivery and completion of projects in these sectors. Ensure that timelines and client expectations are met efficiently.
Industry Trends & Competitor Analysis: Stay informed on trends, technological advancements, and competitive products within the higher education, airport, Medical or REITS buildings. Use this knowledge to communicate Mitrex's value proposition effectively, positioning our solutions as the preferred choice for these sectors.
Reporting & Forecasting: Prepare and present sales forecasts, progress reports, and market analysis to management, identifying key opportunities and areas for improvement across the higher education, airport, and government building sectors.
Representation: Represent Mitrex & Cladify at key industry events, conferences, trade shows, and in-person meetings focused on the higher education, airport, and government sectors to increase brand visibility and product awareness.
USA Vertical Approach
Higher Education/Universities: Establish and nurture relationships with university campuses, facilities management teams, architects, and developers within the higher education sector to showcase Mitrex and Cladify's sustainable building envelope solutions. Highlight the benefits of solar-integrated walls and energy-efficient building materials that align with the sustainability goals of educational institutions.
Airports/Aviation: Build relationships with airport authorities, aviation infrastructure developers, and contractors to promote our products for new airport terminal buildings, renovations, and expansions. Position Mitrex and Cladify as the go-to solution for airports looking to reduce their carbon footprint and implement cutting-edge energy-efficient and renewable energy technologies.
Healthcare / Medical Facilities: Collaborate with healthcare administrators, hospital facility managers, architects, and GC's to integrate our sustainable building envelopes into new medical centers, clinics, and hospital expansions. Emphasize the critical need for energy efficiency, durability, and infection-resistant surfaces in healthcare environments, aligning with sector regulations and sustainability goals.
REITs and Residential Rental: Real estate portfolios seeking energy-efficient upgrades across multiple properties, blending retrofit and new construction opportunities. Multi-family rental buildings, especially in urban Tier 1 cities, provide scalable retrofit potential for quick revenue (3-6 months).
Qualifications
A minimum of 5 years of Specification & Sales experience in the building materials, construction, or sustainable solutions industry, with specific experience in higher education, airports, or government/institutional buildings.
Proven track record of building relationships with design professionals and closing specifications in competitive markets in Chicago.
Strong knowledge of architectural processes, building codes (e.g., IBC, LEED certifications), and green building practices; familiarity with solar or cladding products is a plus.
Excellent communication and presentation skills, with the ability to explain technical concepts to non-technical audiences.
Self-motivated with strong organizational skills; comfortable working remotely and managing a territory.
Willingness to travel up to 50% within the USA (valid driver's license required).
Proficiency in Microsoft Office, CRM software, and virtual presentation tools.
Required Skills
Sales-oriented professional with a passion for green building technologies.
Strong networking skills.
Experience in the architectural or construction industry.
Preferred Skills
Familiarity with solar or cladding products.
Pay range and compensation package
Competitive salary & % commission structure + yearly bonuses for performance.
Comprehensive benefits package, including Health, coverage Dental coverage and retirement plans, Life insurance.
Opportunities for career advancement and professional development in the US.
Innovative, Collaborative and a supportive work environment that is changing the world.
Equal Opportunity Statement
We are an equal-opportunity employer that welcomes all candidates from diverse backgrounds. Candidates legally authorized to work in the U.S
Fully Remote Customer Service & Sales Rep
Remote job
Work From Anywhere Entry-Level or Experienced Insurance • Investments • Mortgage Step into one of the largest & most secure industries in the U.S. no experience needed. We'll train you and cover your licensing so you can work part-time, full-time, or even build your own brokerage.
Why This Opportunity Stands Out:
Paid training + State & Federal licenses (covered)
Flexible schedule perfect for travelers or stay-at-home professionals
No quotas or income caps
Residual income + bonuses + stock options
Tax advantages (1099 contractor)
We're Looking For:
Self-starters who are motivated, trustworthy, and ready to learn sales, networking, and leadership skills.
Requirements:
18+ & no felony record
Reliable Wi-Fi & Zoom access
Remote Client Success Specialist - 100% Commission | Raleigh, NC (TSG-20251201-001)
Remote job
Job DescriptionAbout The Strickland Group: The Strickland Group is a family-driven, vision-first financial services agency helping families protect and build wealth through life insurance and retirement solutions. This is a 100% commission, remote role with flexible hours, mentorship, and a clear path to agency ownership. You'll meet with warm leads, uncover needs, present options, and help clients put protection in place. Training is provided; no experience required, but strong work ethic, coachability, and a desire to grow are musts.
Client Access Specialist
Remote job
Job Title: Client Access Specialist
Department: Centralized Patient Access
Reports To: Client Access Manager
FLSA Status: non-Exempt
Client Access Specialists will provide exceptional customer service and knowledge of NSO's programs, services, and policies to assist callers with inquiries, requests, appointments, complaints, verifications, and problems. They must meet or exceed key performance metrics while handling a high volume of inbound calls in a fast-paced environment. Successful candidates must possess strong communication skills, time management, and organizational skills.
This position promotes the mission, vision, values and strategic plan of Neighborhood Service Organization and helps to achieve the strategic goals and objectives of the unit in an administrative capacity for specified NSO clinics.
Requirements and Duties
Answer high volume of phone calls, route, and respond appropriately
Schedule appointments for consumers
Confirm upcoming appointment times and reschedule if necessary
Monitor clinician calendars and schedule appointments
Perform insurance verification and confirm consumer demographic and contact information
Register new consumers in the electronic medical records system
Monitor for referrals and conduct follow up activities
Perform other clerical duties such as filing, photocopying, transcribing and faxing
Manage patient demographic and personal information.
Issue medical files to persons and agencies compliant to all NSO policies, state and federal laws, including HIPAA regulations.
Compile, verify, type, file medical records, correspondence, and reports
Update records upon receipt of new information
Assist with departmental / unit audits and investigations.
Distribute medical charts to the appropriate departments / units within NSO.
Maintain quality and accurate records by following NSO procedures.
Ensure consumer charts, paperwork and reports are completed in an accurate and timely manner.
Ensure all medical records are protected and kept confidential
Other duties as assigned.
Work Environment
Works in an office environment and uses a computer, telephone and other office equipment as needed, to perform duties.
The noise level in the work environment is typical of that of an office with occasional contact with consumers/patients.
Bends, stoops and reaches in order to file, search for and retrieve records and documents. Manual dexterity and regular fine-finger and hand/wrist motions are required for operating a keyboard, writing and filing.
Must be able to lift up to 15lbs on occasion
Seeing/vision, talking/speaking and listening/hearing are continuously required.
Frequently required to sit & stand during working hours Frequently required to sit, walk or drive.
Occasionally required to travel between work locations.
Requirements
Qualifications:
Education : High School Diploma or equivalent
Minimum Required Experience 1-year minimum experience in a call center, administrative assistant, receptionist or related role
Additional Requirements
Proficiency in MS Office (Word, Excel, PowerPoint & Outlook)
Proficiency in electronic medical records systems
Ability to learn additional software
Proficiency in general office equipment (PC, printer/fax/copier, telephony system)
Proficiency in data entry, filing
Valid Michigan Driver's license/access to private transportation.
Required Skills/Abilities:
Excellent verbal and written communication skills.
Proficient in Microsoft Office Suite or related software.
Experience working remotely and proficient with software/tools related to remote work.
Experience working with data in all forms including electronic formats and databases.
Ability to interact with staff, students, parents, and visitors at school while remaining professional, polite, and courteous.
E.E.O.C. Statement
The above elements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities and duties of personnel so classified, or a contractual commitment, and NSO retains the right to amend or revise this job description at any time.
NSO is an Equal Opportunity Employer and is committed to excellence through diversity and considers candidates without regard to sex (including pregnancy related conditions) genetic information, race, color, weight, height, religion, nation ,origin, citizenship, age, disability, martial or veteran status, misdemeanor arrest record, sexual orientation, transgender status or gender identity or any other legally protected status
Auto-ApplyV104 - Client Experience Specialist
Remote job
For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.
As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification every year since 2022!
Job Description:
Join Job Duck as a Client Experience Specialist and become the trusted first point of contact for a compassionate Family Law practice. In this role, you will guide prospective clients through their first steps with care and professionalism, ensuring every call and message is handled promptly and thoughtfully. You will shape the client journey by answering calls, gathering screening information, qualifying leads, and scheduling consultations, enabling attorneys to focus on advocacy while you deliver a smooth intake experience. This position is ideal for a
detail‑oriented communicator who thrives in a service‑driven environment, stays calm under pressure, and enjoys helping people through sensitive moments
. If you value accuracy, empathy, and teamwork, you will flourish here and grow alongside a supportive firm that treats you like family.
• Salary Range: $1,150 to $1,220 USD
Responsibilities include, but are not limited to:
Follow intake scripts to gather client information for screening and document all details accurately in Clio Grow
Uphold confidentiality, privacy standards, and firm policies in all communications and records
Screen and qualify leads according to firm criteria and escalate appropriately to attorneys or team members
In the future support light podcast related tasks such as sharing episode links with clients on LinkedIn and basic outreach
Schedule consultations and manage calendar holds while confirming preparation details for the legal team
Maintain up to date client records, notes, and statuses to ensure visibility and continuity across the team
Answer incoming calls as the primary first point of contact and deliver a reassuring, professional client experience
Collaborate with attorneys and staff to refine intake questions, scripts, and qualification criteria
Reach out to contact form inquiries via email and track follow ups through CRM workflows
Coordinate with Uma VoIP and internal tools to ensure clear call routing and reliable connectivity
Monitor call volume and response times, proactively flagging urgent matters or trends that impact the client journey
Requirements:
Required Skills
• Excellent verbal and written communication
• Strong client service orientation with empathy and discretion
• Detail‑oriented data entry and documentation in CRM systems
• Time management and prioritization in a fast paced environment
• Comfortable handling sustained call volume with professionalism
• Proficiency with VOIP systems and cloud-based tools
• Ability to follow structured intake workflows and qualify leads
• Collaborative mindset with proactive problem solving
• Integrity and respect for confidentiality and sensitive information
• Interest in Family Law and helping people navigate difficult situations
Practice Area:
• Family Law
Location:
• Remote
Time Zone:
• Mountain Standard Time Colorado
Language:
• English only with a clear and neutral accent
Call Volume:
• 16 to 30 client calls per day
Software and Tools:
• CRM: Clio and Clio Grow
• VOIP: Uma VoIP
• Communication: Google Chat
Work Shift:
8:00 AM - 5:00 PM [MST][MDT] (United States of America)
Languages:
English
Ready to dive in? Apply now and make sure to follow all the instructions!
Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.
Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.
Auto-ApplyClient Advocate Specialist
Remote job
Join one of the nation's leading and most impactful health care performance improvement companies. Over the years, Health Catalyst has achieved and documented clinical, operational, and financial improvements for many of the nation's leading healthcare organizations. We are also increasingly serving international markets. Our mission is to be the catalyst for massive, measurable, data-informed healthcare improvement through:
Data: integrate data in a flexible, open & scalable platform to power healthcare's digital transformation
Analytics: deliver analytic applications & services that generate insight on how to measurably improve
Expertise: provide clinical, financial & operational experts who enable & accelerate improvement
Engagement: attract, develop and retain world-class team members by being a best place to work
Role: Client Advocate SpecialistProduct Team: CRStarLocation: US RemoteTravel:
Provide first line of support for client questions and issues. Assist in issues pertaining to the use of the software.
Engage with clients to better understand changing needs and priorities, in turn to help prioritize new features and services.
Develop and maintain client relationships; proactively engage with clients in designated territory to understand their utilization, changing needs, broader circumstance around registry engagement with the cancer center administration with the goal of engaging with Registry Team leaders, Cancer Center leaders or Oncology Service Line leaders.
Coordinate implementation efforts with new clients to include building the plan, training and set up
Engage with regional state associations with the objective of establishing leadership credentials. Attend regional state and national conferences as needed.
Maintain knowledge of state and national standards
Assist and coordinate with the Manager of Education to provide ongoing education and training for existing clients.
Assist the Director, Growth with new prospects in the designated region, which may include software demonstrations on line or on site
Periodically, support continuing Product Management and enhancement efforts
Periodically, support Software quality and testing efforts as needed.
Become the Subject Matter Expert in one key area that will support the company's objectives.
What you bring to this role:
Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
Excellent computer proficiency (MS Office - Word, Excel and PowerPoint)
Good presentation skills
At least 3 years Cancer Registry experience, preferably with CRStar.
Active Certified ODS-C, certification required
Information Security and Compliance Responsibilities:
Maintain compliance with training directives required by the organization pertaining to Information Security, Acceptable Use Policy and HIPAA Privacy and Security.
Adhere to and comply with the organizations Acceptable Use Policy.
Safeguard information system assets by identifying and reporting potential and actual security events to the organizations Security and Compliance Officers.
The above statements describe the general nature and level of work being performed in this job function. They are not intended to be an exhaustive list of all duties, and indeed additional responsibilities may be assigned by Health Catalyst.
Studies show that candidates from underrepresented groups are less likely to apply for roles if they don't have 100% of the qualifications shown in the job posting. While each of our roles have core requirements, please thoughtfully consider your skills and experience and decide if you are interested in the position. If you feel you may be a good fit for the role, even if you don't meet all of the qualifications, we hope you will apply. If you feel you are lacking the core requirements for this position, we encourage you to continue exploring our careers page for other roles for which you may be a better fit.
At Health Catalyst, we appreciate the opportunity to benefit from the diverse backgrounds and experiences of others. Because of our deep commitment to respect every individual, Health Catalyst is an equal opportunity employer.
Auto-ApplyClient Success Specialist
Remote job
We are seeking a Client Success Specialist to join our Client Management Team. In this role, you will support the client's success by being a key liaison between Customer Success and other internal teams.
You will support the Client Success Manager through process development, improvements, reviewing data and organizational support. You will partner closely with the Client Success Manager and cross functional stakeholders to help ensure alignment and drive success. This is an opportunity to cultivate relationships across the client organization to develop insights, shaping how they perceive the value we deliver, and ensuring that they are receiving the best support possible.
What you'll do:
Assist the Client Success Manager with day-to-day activities including email correspondence, follow-ups, ticket tracking, meeting notes, and general administrative support.
Manage the client-facing inbox: triage incoming emails, respond to inquiries, escalate issues when necessary, and ensure timely resolution of all client needs.
Monitor and manage client-submitted support tickets through to resolution, coordinating with relevant internal teams as needed.
Analyze client data and key metrics to generate insights that support both internal decision-making and client-facing initiatives.
Lead and support Client Success Managers on cross-functional projects, including external communication strategy, implementation support, training material development, and acting as a liaison with internal teams
Proactively identify opportunities to improve the client experience by gathering feedback, monitoring trends, and recommending enhancements to processes or services.
What you'll need:
Bachelors degree in related field
1-3 years in a role supporting account management, client success, or a similar role.
Proven expertise in administrative support, cross-functional collaboration, and project management support.
Strong skills in communication, troubleshooting, organization, and the ability to adapt and remain flexible in a fast-paced environment.
Must be passionate about contributing to a culture that values consistent delivery of a proactive, supportive, and partner-oriented experience
Familiarity with Salesforce, Confluence, JIRA and Google Suite a plus
Demonstrated success in expanding skill sets through hands-on experience in unfamiliar areas, showing adaptability and initiative
Project management skills, including planning, execution, and cross-functional coordination
Healthcare domain experience is strongly preferred. Direct experience working with health plans is preferred
Pay & Perks:
💻 Fully remote opportunity with about 10% travel
🩺 Medical, dental, vision, life, disability insurance, and Employee Assistance Program
📈 401K retirement plan with company match; flexible spending and health savings account
🏝️ Up to 184 hours (23 days) of PTO per year + company holidays
👶 Up to 14 weeks of paid parental leave
🐶 Pet insurance
The salary range for this position is $68,000 to $78,000 annually; as part of a total benefits package which includes health insurance, 401k and bonus. In accordance with state applicable laws, Cohere is required to provide a reasonable estimate of the compensation range for this role. Individual pay decisions are ultimately based on a number of factors, including but not limited to qualifications for the role, experience level, skillset, and internal alignment.
Interview Process*:
Connect with Talent Acquisition for a Preliminary Phone Screening
Meet your Hiring Manager!
Behavioral Interview(s)
*Subject to change
About Cohere Health:
Cohere Health's clinical intelligence platform delivers AI-powered solutions that streamline access to quality care by improving payer-provider collaboration, cost containment, and healthcare economics. Cohere Health works with over 660,000 providers and handles over 12 million prior authorization requests annually. Its responsible AI auto-approves up to 90% of requests for millions of health plan members.
With the acquisition of ZignaAI, we've further enhanced our platform by launching our Payment Integrity Suite, anchored by Cohere Validate™, an AI-driven clinical and coding validation solution that operates in near real-time. By unifying pre-service authorization data with post-service claims validation, we're creating a transparent healthcare ecosystem that reduces waste, improves payer-provider collaboration and patient outcomes, and ensures providers are paid promptly and accurately.
Cohere Health's innovations continue to receive industry wide recognition. We've been named to the 2025 Inc. 5000 list and in the Gartner Hype Cycle™ for U.S. Healthcare Payers (2022-2025), and ranked as a Top 5 LinkedIn™ Startup for 2023 & 2024. Backed by leading investors such as Deerfield Management, Define Ventures, Flare Capital Partners, Longitude Capital, and Polaris Partners, Cohere Health drives more transparent, streamlined healthcare processes, helping patients receive faster, more appropriate care and higher-quality outcomes.
The Coherenauts, as we call ourselves, who succeed here are empathetic teammates who are candid, kind, caring, and embody our core values and principles. We believe that diverse, inclusive teams make the most impactful work. Cohere is deeply invested in ensuring that we have a supportive, growth-oriented environment that works for everyone.
We can't wait to learn more about you and meet you at Cohere Health!
Equal Opportunity Statement:
Cohere Health is an Equal Opportunity Employer. We are committed to fostering an environment of mutual respect where equal employment opportunities are available to all. To us, it's personal.
#LI-Remote
#BI-Remote
Auto-ApplyClient Experience Specialist - Eastern time US Remote
Remote job
The **Client Experience Specialist** is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process.
The key to success in this role is the ability to multitask, problem solve and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands.
**This position is 100% remote and will support various markets. The preferred candidate will have NJ transaction experience.**
**Responsibilities:**
+ Perform non- licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner.
+ Collaborate closely with agent services department, agents and/or other third parties to ensure all proper documentation has been received for compliance in the transaction file and in the appropriate systems.
+ Organize all transaction details in applicable systems while providing continuous, timely and appropriate updates to all parties.
+ Serve as the deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close.
+ Coordinate and/or confirm scheduling of home inspections, appraisals and closings with all deal parties.
+ Regularly update and manage communication with all parties involved in the transaction.
+ Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience.
**Experience**
+ Minimum of 2 years real estate, mortgage, title, transaction coordination/processing experience strongly preferred or solid experience with the real estate transaction process at a high volume
An individual should demonstrate the following competencies:
+ Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment.
+ People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process.
+ Technical- ability to learn and navigate multiple software systems with an elevated level of competency.
+ Critical Thinking/Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality.
+ Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things.
+ Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues.
+ Quality Assurance- the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality.
+ Adaptability-the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient.
+ Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support.
**Anywhere is proud to offer a comprehensive benefits package to our employees including:**
+ Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D
+ 401(k) savings plan with company match
+ Paid Time Off to Include Holidays, Vacation Time, and Sick Time
+ Paid Family & Paternity Leave
+ Life Insurance
+ Business Travel Accident Insurance
+ All employees receive access to LinkedIn Learning
+ Tuition reimbursement for approved programs
+ Employee Referral Program
+ Adoption Assistance Program
+ Employee Assistance Program
+ Health and Wellness Program and Incentives
+ Employee Discounts
+ Employee Resource Groups
Anywhere Integrated Services is a driving force in the title and settlement services industry. Anywhere Integrated Services is national in scope, but each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in 49 states as well as the District of Columbia, and provide closing services in all 50. Anywhere Integrated Services is a subsidiary of Anywhere Real Estate. Anywhere Real Estate is a publicly traded company and a global provider of real estate services. It franchises and owns several of the industry's leading real estate brands and brokerages.
Anywhere Integrated Services' Family of Companies operate more than 40 distinct company and brand names throughout the United States such as Title One (ID), Sunbelt Title (FL), Equity Title (CA), Texas American Title Company (TX), Market Street Settlement Group (NH/ME), Mid-Atlantic Settlement (MD), Burnet Title (MN / IL / WI) and U.S. Title (MO).
Anywhere Real Estate Inc. (************************ **(NYSE: HOUS) is moving real estate to what's next.** Home to some of the most recognized brands in real estate Better Homes and Gardens Real Estate (*********************** , Century 21 (*************************** , Coldwell Banker (******************************** , Coldwell Banker Commercial (****************************** , Corcoran (************************** , ERA (********************* , and Sotheby's International Realty (*********************************** , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world.
**At Anywhere, we are empowering everyone's next move - your career included.** What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. **We value our people-first culture,** which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report (********************************************************************** .
We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including:
+ Great Place to Work
+ Forbes World's Best Employers
+ Newsweek World's Most Trustworthy Companies
+ Ethisphere World's Most Ethical Companies
EEO Statement: EOE including disability/veteran
Client Relationship Specialist
Remote job
The position operates in a fast-paced, technology-based environment. The Client Relationship Specialist will have total responsibility for the client experience and retention of client accounts, as well as the control and autonomy to help clients succeed in expected and unexpected ways.
Here is more of what you'll get to do:
Total responsibility as primary liaison between Net Driven and dealers in the United States and Canada.
Communicate effectively and timely with clients about Net Driven's products and features and the process that will be followed to deliver them.
Plan, schedule and execute client performance discussions within established time frames.
You'll thrive in this role if you have:
The ideal candidate will have a bachelor's degree and/or equivalent client management experience.
2 - 5 years' equivalent experience.
Fast learner who thrives on multi-tasking.
Skilled at managing time/priorities based on company goals and objectives.
Knowledge of SEO, social media, and website analytics.
Must be a great communicator to contribute to and ensure high integrity and a high productivity culture.
Experience with Salesforce.com or CRM software preferred.
Technology/Automotive experience preferred.
Call center success in a client-facing position is a plus.
Does this position sound like something you would enjoy and be successful at, but you're not sure you have the exact qualifications to be considered? While our job descriptions outline the type of candidate we're looking for, it is not a checklist. We encourage you to apply!
This role is not open to candidates located in Colorado, Connecticut, California, Maryland, Nevada, New York, Rhode Island, or Washington.
Who are we?
LeadVenture is the market-leading SaaS provider of digital retailing, eCommerce, digital marketing and eCatalog solutions for dealerships across 12 industry verticals including powersports, marine, RV, pre-owned auto, agriculture and more. Our family of brands includes Dealer Spike, Dealer Car Search, Frazer, TCS Technologies, Net Driven, Direct Communications, Inc. (DCi), Powersports Support, Level 5, PSM Marketing, Monroney Labels, and Interact RV. We are an international company with offices located in the United States, Mexico (Juniper Data Center), Belize (Dealer Spike Belize), India and The Netherlands. Together, we are LeadVenture.
In this role, you'll be working with our Net Driven brand who provides results-driven digital marketing solutions to thousands of independent automotive businesses throughout North America. Net Driven helps small businesses thrive in the digital age and employs some of the region's most influential minds in technology, SEO, digital marketing, and web design.
LeadVenture provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, LeadVenture complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.
LeadVenture expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of LeadVenture employees to perform their job duties may result in discipline up to and including discharge.
Auto-ApplyOstomy Client Specialist
Remote job
Pioneering trusted medical solutions to improve the lives we touch: Convatec is a global medical products and technologies company, focused on solutions for the management of chronic conditions, with leading positions in Advanced Wound Care, Ostomy Care, Continence Care, and Infusion Care. With more than 10,000 colleagues, we provide our products and services in around 90 countries, united by a promise to be forever caring. Our solutions provide a range of benefits, from infection prevention and protection of at-risk skin, to improved patient outcomes and reduced care costs. Convatec's revenues in 2024 were over $2 billion. The company is a constituent of the FTSE 100 Index (LSE:CTEC). To learn more please visit ****************************
Position Overview:
To provide client service support to the Account Management teams. Collect medical documentation and information to setup new clients of 180 Medical.
Key Responsibilities:
* Contact clients to set up medical supply orders
* Handle incoming phone calls from clients regarding orders & customer service issues
* Request Medicare documentation on Medicare clients
* Contacts HH agencies to coordinate sending supplies
* Make entries as appropriate in Medtrack an internal Microsoft Access database
* Place orders in Medtrack
* Change orders in Medtrack
* Support Team Supervisor on miscellaneous projects
* Obtain verbal authorization for supplies from facilities
* Suspense auditor to obtain Plan of Cares and chart notes when needed
* Verifying insurance for existing customer insurance changes
* Performs follow up phone calls to clients after initial shipment
* Verifies that client files are complete and all necessary documentation is in place
* All other duties as assigned.
Qualifications/Education:
* Must have a high school diploma, college degree preferred, not required.
* Six months to one year related experience and/or training; or equivalent combination of education and experience.
* Typing: 35-40 wpm with 40 (adjusted) highly recommended
* Possess medical administrative skills
* Good communication skills with professionals in clinics and hospitals
* Sales experience preferred
* Ability to reason, problem solve, and think outside the box
* Multi-task a variety of issues
* Good organization skills and can prioritize tasks
* Proficient in Microsoft Office programs
* Good attention to detail
* Reliable/dependable
* Flexible and adaptable to changes in environment and industry
* Team Player; work well with others
Dimensions:
Physical Demands
* Regularly required to sit, stand, walk, and occasionally bend and move about the facility.
* Infrequent light physical effort required.
* Occasional lifting up to 10 lbs.
* Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Working Conditions
* Work performed in an office environment,
Special Factors
* This role can be performed remotely.
Beware of scams online or from individuals claiming to represent Convatec
A formal recruitment process is required for all our opportunities prior to any offer of employment. This will include an interview confirmed by an official Convatec email address.
If you receive a suspicious approach over social media, text message, email or phone call about recruitment at Convatec, do not disclose any personal information or pay any fees whatsoever. If you're unsure, please contact us at ********************.
Equal opportunities
Convatec provides equal employment opportunities for all current employees and applicants for employment. This policy means that no one will be discriminated against because of race, religion, creed, color, national origin, nationality, citizenship, ancestry, sex, age, marital status, physical or mental disability, affectional or sexual orientation, gender identity, military or veteran status, genetic predisposing characteristics or any other basis prohibited by law.
Notice to Agency and Search Firm Representatives
Convatec is not accepting unsolicited resumes from agencies and/or search firms for this job posting. Resumes submitted to any Convatec employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Convatec. No fee will be paid if a candidate is hired for this position as a result of an unsolicited agency or search firm referral. Thank you.
Already a Convatec employee?
If you are an active employee at Convatec, please do not apply here. Go to the Career Worklet on your Workday home page and View "Convatec Internal Career Site - Find Jobs". Thank you!
Easy ApplyClient Relationship Specialist
Remote job
at Net Driven
Client Relationship Specialist
The position operates in a fast-paced, technology-based environment. The Client Relationship Specialist will have total responsibility for the client experience and retention of client accounts, as well as the control and autonomy to help clients succeed in expected and unexpected ways.
Here is more of what you'll get to do:
Total responsibility as primary liaison between Net Driven and dealers in the United States and Canada.
Communicate effectively and timely with clients about Net Driven's products and features and the process that will be followed to deliver them.
Plan, schedule and execute client performance discussions within established time frames.
You'll thrive in this role if you have:
The ideal candidate will have a bachelor's degree and/or equivalent client management experience.
2 - 5 years' equivalent experience.
Fast learner who thrives on multi-tasking.
Skilled at managing time/priorities based on company goals and objectives.
Knowledge of SEO, social media, and website analytics.
Must be a great communicator to contribute to and ensure high integrity and a high productivity culture.
Experience with Salesforce.com or CRM software preferred.
Technology/Automotive experience preferred.
Call center success in a client-facing position is a plus.
Does this position sound like something you would enjoy and be successful at, but you're not sure you have the exact qualifications to be considered? While our job descriptions outline the type of candidate we're looking for, it is not a checklist. We encourage you to apply!
This role is not open to candidates located in Colorado, Connecticut, California, Maryland, Nevada, New York, Rhode Island, or Washington.
Who are we?
LeadVenture is the market-leading SaaS provider of digital retailing, eCommerce, digital marketing and eCatalog solutions for dealerships across 12 industry verticals including powersports, marine, RV, pre-owned auto, agriculture and more. Our family of brands includes Dealer Spike, Dealer Car Search, Frazer, TCS Technologies, Net Driven, Direct Communications, Inc. (DCi), Powersports Support, Level 5, PSM Marketing, Monroney Labels, and Interact RV. We are an international company with offices located in the United States, Mexico (Juniper Data Center), Belize (Dealer Spike Belize), India and The Netherlands. Together, we are LeadVenture.
In this role, you'll be working with our Net Driven brand who provides results-driven digital marketing solutions to thousands of independent automotive businesses throughout North America. Net Driven helps small businesses thrive in the digital age and employs some of the region's most influential minds in technology, SEO, digital marketing, and web design.
LeadVenture provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, LeadVenture complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.
LeadVenture expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of LeadVenture employees to perform their job duties may result in discipline up to and including discharge.
Auto-ApplyClient Experience Specialist - Eastern time US Remote
Remote job
The Client Experience Specialist is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process.
The key to success in this role is the ability to multitask, problem solve and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands.
This position is 100% remote and will support various markets. The preferred candidate will have NJ transaction experience.
Responsibilities:
* Perform non- licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner.
* Collaborate closely with agent services department, agents and/or other third parties to ensure all proper documentation has been received for compliance in the transaction file and in the appropriate systems.
* Organize all transaction details in applicable systems while providing continuous, timely and appropriate updates to all parties.
* Serve as the deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close.
* Coordinate and/or confirm scheduling of home inspections, appraisals and closings with all deal parties.
* Regularly update and manage communication with all parties involved in the transaction.
* Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience.
Experience
* Minimum of 2 years real estate, mortgage, title, transaction coordination/processing experience strongly preferred or solid experience with the real estate transaction process at a high volume
An individual should demonstrate the following competencies:
* Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment.
* People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process.
* Technical- ability to learn and navigate multiple software systems with an elevated level of competency.
* Critical Thinking/Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality.
* Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things.
* Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues.
* Quality Assurance- the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality.
* Adaptability-the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient.
* Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support.
Anywhere is proud to offer a comprehensive benefits package to our employees including:
* Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D
* 401(k) savings plan with company match
* Paid Time Off to Include Holidays, Vacation Time, and Sick Time
* Paid Family & Paternity Leave
* Life Insurance
* Business Travel Accident Insurance
* All employees receive access to LinkedIn Learning
* Tuition reimbursement for approved programs
* Employee Referral Program
* Adoption Assistance Program
* Employee Assistance Program
* Health and Wellness Program and Incentives
* Employee Discounts
* Employee Resource Groups
Auto-ApplyClient Experience Specialist
Remote job
About One Legal, an InfoTrack Company One Legal, a division of InfoTrack, is a one-stop online solution for legal professionals to file court documents in every California court, manage service of process nationwide, and more. A leader in innovative technology solutions for legal professionals for more than 30 years, One Legal continues to be among the most respected in the industry.
As a highly ambitious company, we know that our people are critical to our success. That's why we're passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership. If you're dedicated, and eager to help build a market-leading solution that makes a difference in the lives of our clients, we'd love for you to join us.
About the role
As a Client Experience Specialist at One Legal, you will play a pivotal role in a dynamic and client-focused support team dedicated to educating, empowering, and advocating for our clients. Your primary responsibility will be to address and resolve client inquiries through clear, effective verbal and written communication, with a strong emphasis on active listening and understanding. You'll ensure efficient and effective resolutions that meet our clients' needs by leveraging all available resources.
In this role, you will be recognized for your reliability and ability to maintain composure under pressure, consistently demonstrating empathy in client interactions. You are a quick learner with a talent for multitasking, open to coaching, and driven by curiosity. Your commitment to teamwork is evident as you continually seek ways to enhance your own performance, contribute to the team, and drive company success.
This is a fully remote role, based in Pacific Time. The hours are M-F, 9:00am - 6:00pm PT.
Responsibilities
Client Experience:
* Lead clients through the One Legal platform to complete tasks.
* Maintain accurate client records in Salesforce.
* Own your learning and communicate effectively with your manager.
* Advocate for clients by reviewing materials and providing feedback to internal teams.
* Solve problems efficiently, ensuring a high-quality client experience.
* Represent the client's voice to influence product improvements.
Driver of Results:
* Seek solutions to enhance the employee experience and celebrate team successes.
* Collaborate with your manager to meet corporate goals.
* Understand and act on key KPIs to consistently deliver exceptional client service.
* Continuously improve the client experience through proactive learning.
Operational Excellence:
* Embrace new technology to improve service and efficiency.
* Address productivity issues with your team and suggest improvements.
* Assist in onboarding new team members.
* Focus on de-escalation to minimize client delays.
* Follow all policies and guidelines.
* Participate in discussions to ensure consistent practices and communication.