Client service coordinator jobs near me - 504 jobs

Back Lead Coordinator, Sales Support and Operations - Retirement Plans #5662 Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States Apply X Facebook LinkedIn Email Copy Position Locations Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States Area of Interests Retirement Plans Full-Time/Part Time Full-time Job Description This position takes lead on support services to the Retirement Plans sales force to achieve sales objectives and drive revenue. Maintain positive relationships with internal and external contacts to achieve customer retention. As a subject matter expert regarding Retirement Plans products and programs, this role works independently, utilizing comprehensive knowledge to solve complex service issues, delegate tasks, or review products of other associates. This position is remote (within the U.S.A.) and does not require regular in-office presence. What you do: Lead service functions to support sales teams including timely and accurate preparation of materials, proposals, client data, and other sales information. Oversee processes to maintain data, respond to inquiries, and deliver solutions to support the sales teams. Manage progress during the entire lifecycle of a case. Take lead on department projects or inquiries that are complex and deliver guidance and solutions. Identify and make recommendations to resolve procedural or system related problems. Train and review work products of new or entry level associates. Maintain a comprehensive understanding of various insurance products and their features and limitations. TPA (Third Party Administrator) strategist Work with TPA advisory council on monthly communications. Work on TPA campaigns. Act as sales liaison with TPA services. National Accounts reporting Maintain and produce monthly data reports for Broker Dealers. Maintain and produce annual RFI (Request for Information) and due diligence reports. Salesforce reporting. Regional Sales Coordinator support Assist with PEP proposal processes. What you bring: 4 years of overall experience required. 2 years of experience with retirement plans required. High school diploma or GED required. Demonstrated ability to perform administrative tasks with a high level of accuracy and attention to detail required. What we offer: A meaningful mission. Great benefits. A vibrant culture Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't: Ameritas Benefits For your money: * 401(k) Retirement Plan with company match and quarterly contribution. * Tuition Reimbursement and Assistance. * Incentive Program Bonuses. * Competitive Pay. For your time: * Flexible Hybrid work. * Thrive Days - Personal time off. * Paid time off (PTO). For your health and well-being: * Health Benefits: Medical, Dental, Vision. * Health Savings Account (HSA) with employer contribution. * Well-being programs with financial rewards. * Employee assistance program (EAP). For your professional growth: * Professional development programs. * Leadership development programs. * Employee resource groups. * StrengthsFinder Program. For your community: * Matching donations program. * Paid volunteer time- 8 hours per month. For your family: * Generous paid maternity leave and paternity leave. * Fertility, surrogacy, and adoption assistance. * Backup child, elder and pet care support. An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Application Deadline This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S. About this Position's Pay The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan. Job Details Pay Range Pay RangeThe estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay. The actual pay rate will depend on the person's qualifications and experience. $24.23 - $38.76 / hour Pay Transparency Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.

An administrative body in Ohio is seeking a Chief of Employer Services to lead the creation and implementation of policies across multiple units. Responsibilities include developing business plans, managing budgets, and representing the organization to stakeholders. The ideal candidate should have significant experience in policy development, strategic planning, and supervision. This full-time position offers a competitive salary and comprehensive benefits, including medical coverage and generous paid time off. #J-18808-Ljbffr

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. Your work will include, but not be limited to: Portfolio Administration Self-review of tasks performed, including client deliverables Manage and prioritize tasks and workflows Serve as a liaison between advisors and broader PMFA operations team Field questions related to client data, reports or any items as a result of work Research and resolve issues related to client information Client Services Administration Serve as a liaison between internal staff, custodian, and others as needed Preparation of new account paperwork and account changes Preparation of account transfer paperwork and verification of asset transfer eligibility Ensure timely completion of account transfers and other paperwork processing Frequent communication with custodians and internal staff Monitor and follow up on alerts Identify and communicate client service opportunities to internal professionals Assist with money movement activities General Adhere to PMFA policies and procedures Develop, document and/or maintain process policies and procedures for department Frequent interaction with internal and external professionals and clients Cross train and back up to other team members roles in operations Assist in testing and roll out of system upgrades, system integration and new technology Coordinate workload with other client service associates Review agreements and be familiar with terms to ensure paperwork is in compliance The qualifications. High School diploma or GED equivalent is required 2+ years industry experience. Previous administrative or investment industry experience preferred. Client service orientation combined with creative problem solving skills Strong written and oral communication skills Ability to work effectively as part of a team, yet function well with independent responsibilities; ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clients Ability to thrive in a challenging and fast paced environment characterized by interruptions and multiple demands with strict deadlines; high stress tolerance What makes us different? On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for? Apply now. Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace. Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran. The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time. The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review thposition description for theapplicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent. Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation. The compensation range for this role in CO, IL, OH, and MA is: $24.95 - $39.87 #LI-CB1 #LI-Hybrid

Quality Assurance Lead - HACCP $60,000 - $65,000 Monday-Friday 6:00am-3:30pm Columbus, Ohio (onsite) Permanent Opportunity Why You'll Love This Job: Annual bonus up to 10% depending on performance 10 days PTO 4 Sick Days 10 paid holidays Monthly benefits allowance What You'll Do: Monitor manufacturing procedures across poultry, red meat, and vegetable processing and packaging lines Inspect raw materials, in-process products, and finished goods to ensure compliance with quality and food safety standards Alert Production Supervisors and Lead Hands to any product or process issues during production Verify proper labeling, code dating, weights, and adherence to FIFO procedures Support compliance with GMP, USDA, FDA, and local food safety regulations, conducting audits and reporting non-compliance Maintain accurate QA records, including temperature logs, inspection reports, and audit findings Assist with USDA FSIS, FDA, and internal audits, ensuring sanitation and regulatory compliance Coordinate QA requirements for import/export activities, including documentation and inspections Train production and warehouse teams on food safety, product quality, and regulatory requirements Support investigations of non-conformances by identifying root causes and implementing corrective actions Participate in continuous improvement initiatives and perform other ad-hoc QA-related tasks as assigned What We're Looking For: Post-secondary education in Food Science, Microbiology, or a related field is required HACCP certification is required 3-5 years of experience in food manufacturing, preferably in a USDA FSIS-regulated environment Solid knowledge of GMP, USDA, FDA, and local food safety regulations required Previous experience in import/export is an asset Strong attention to detail with the ability to maintain accurate records and ensure regulatory compliance Ability to read and interpret quality standards, procedures, and specifications Proficiency in Microsoft Word and Excel; experience with QA or production management software is an asset Effective verbal and written communication skills Physical ability to lift up to 50 pounds and work in a cold environment (0 °C to 4 °C) for extended periods Positive, proactive attitude with a willingness to learn, adapt, and collaborate in a team environment Primarily on the production floor in a refrigerated food processing facility Must be able to stand and walk for extended periods Use of PPE (e.g., gloves, safety footwear, protective clothing) is required Occasional overtime or weekend work may be required based on production demands Apply Today! Upload your resume - no cover letter required. Our recruiters will review applications quickly and help connect you to this role and other opportunities. About Dawson Dawson is a trusted staffing partner in Central Ohio. We help job seekers grow their careers with fast feedback, personalized support, and access to multiple employers through one application.

Work Arrangement: Flexible, Independent Role About the Role We are seeking a Client Services Coordinator to support clients through a well-organized, professional service experience in a fully remote environment. This role is ideal for individuals who are detail-oriented, dependable, and enjoy helping others-especially those looking for flexible remote work, including stay-at-home parents or professionals transitioning into a new career path. No prior industry experience is required. Training, tools, and structured support are provided. Responsibilities Serve as a primary point of contact for client inquiries Gather and organize client information to support planning and coordination Manage details, timelines, and documentation related to client requests Communicate clearly and professionally via email and online systems Follow established workflows and processes Ensure a consistent, positive client experience Qualifications Strong communication and organizational skills High attention to detail and reliability Ability to manage tasks independently in a remote setting Comfortable using online tools and systems Experience in customer service, administrative support, scheduling, or coordination is helpful but not required Training & Support Structured onboarding and role-specific training Access to documented systems and tools Ongoing guidance and team collaboration Why This Role Fully remote position Flexible scheduling Opportunity to develop transferable skills in coordination, organization, and client support Supportive and structured work environment

This is Hourly Paid Job (US-Remote) We are seeking an experienced and resourceful client services coordinator to oversee the day-to-day relations with our clients. The client services coordinator will be responsible for collecting information on how to best serve clients. You will report directly to senior management and work closely with different role players, e.g. teams within the organization, vendors, and customers. To be successful in this role, you must have superb organizational and communication skills. Your work will be accurate and you will be polite and professional. Client Services Coordinator Responsibilities: Provide assistance to clients in person, on email, or telephonically. Schedule meetings or telephone conferences between clients and management. Book meeting rooms or venues. Coordinate the production of client-facing marketing materials. Compile and maintain records on client accounts. Screen feedback and requests form clients and liaise with relevant departments within the organization to provide solutions. Escalate complaints to relevant departments. Liaise with in-house teams to adjust service offerings and assess related costs. Build and maintain close relationships with clients. Client Services Coordinator Requirements: A bachelors degree is preferred. Computer skills must be proficient with Microsoft Office, Adobe, and project management software, e.g. Trello. Prior administrative or client services experience within a corporate organization may be strongly desired. A professional and friendly demeanor. Have a keen eye for detail. Excellent verbal and written communication skills. Required Skills: Client Relations Trello Conferences Records Vendors Materials Email Software Project Management Microsoft Office Marketing Communication Management

Who We're Looking For: Are you someone who thrives in a fast-paced environment where every day brings something new? We're searching for a Care Coordinator who's ready to dive in - someone who loves staying busy, being on the phone, collaborating with a team, and juggling multiple tasks at once. At Tandem, Care Coordinators are at the center of it all: working with caregivers, supporting clients, making schedules run smoothly, and solving problems on the fly. If you're quick on your feet, love working on your computer all day, and get energy from a dynamic environment, you'll fit right in. About Tandem: Tandem Care is redefining what it means to age at home. We're a one-stop shop for home care services, offering three distinct service lines that make care more flexible, more affordable, and more tailored to each family's needs: On-Demand Care: As-needed support without the commitment. Targeted Care: Scheduled, task-based visits at key moments throughout the day. Companion Care: Full-service, long-term support for those who need more daily help. Our unique approach gives families better options - and gives our team more opportunities to grow. With flexible visit models, no hourly minimums, and small, dedicated caregiver teams, we're helping clients live life on their own terms. Why Join Tandem: Competitive Pay: Starting pay between $27-30 per hour, based on experience. Full-Time, Steady Hours: This is a full-time, consistent role - no guessing what your schedule will be week to week. Comprehensive Benefits Package: Medical, dental, and vision insurance to keep you covered. 401(k) with Company Match: Invest in your future with our 401(k) program and company contribution. Paid Time Off: We believe in work-life balance and offer generous PTO. Fully Remote: Work from the comfort of your home while staying closely connected to your team. Structured & Organized: We offer way more structure, support, and systems than most home care environments - you'll always know what's expected and have the tools you need to succeed. Impactful Work: Every call, every care plan, and every caregiver you support directly impacts someone's ability to stay safe and independent at home. At Tandem, you're not just filling a role - you're helping us build a better, more flexible future for home care. What You'll Be Doing: As a Care Coordinator at Tandem, you'll be the first point of contact for our clients and their families - part customer service, part care planning expert. You'll serve as the liaison between our clients and the caregivers providing their support, ensuring that communication is smooth, expectations are clear, and care is consistently excellent. You'll also work closely with caregivers to coach, support, and problem-solve as needed. Your day-to-day will include: Client Communication: Respond to client and family inquiries, provide updates, resolve concerns, and manage scheduling needs - always with professionalism, empathy, and efficiency. Client Onboarding: Conduct in-depth assessments and develop initial care plans that set the foundation for a successful care experience. Care Plan & Program Management: Regularly review and update care plans based on caregiver feedback, visit notes, and scheduled care reviews. Ensure programs evolve with client needs. Caregiver Coaching (Client Care): Support caregivers by providing ongoing coaching and addressing any client-specific challenges that come up during service delivery. Client Satisfaction Check-Ins: Reach out proactively to ensure clients are happy with their care, gather feedback, and encourage reviews on platforms like Google and Yelp. Regional Team Collaboration: Participate in regular team meetings to share insights, troubleshoot issues, and contribute to improving how we deliver care. Documentation: Keep detailed, accurate records of all communications and updates to ensure continuity of care and smooth transitions between team members. What We're Looking For: At least 2 years of experience working in a licensed home care organization. At least 2 years in a care coordination role or similar. Bachelor's degree preferred, but not required. Strong communication skills, detail-oriented, organized, and empathetic. Comfortable working 100% remotely and being on your computer/phone most of the day. Ability to handle a fast-paced, high-volume workload with constant context switching. Ready to Join Us? If you're looking for a rewarding role where you'll stay busy, work closely with a supportive team, and make a meaningful difference every single day, we'd love to meet you. Apply now and help us change the future of home care!

About the Role: Join Exciting Travel Now, where passion for travel meets purpose and flexibility! We're looking for motivated individuals who love helping others experience the world - from dream vacations to quick weekend escapes. Whether you're new to the industry or ready to take your love of travel to the next level, we provide the tools, training, and mentorship to help you thrive. What You'll Do: Plan unforgettable vacations, cruises, and special getaways Research destinations, resorts, and excursions Deliver friendly, personalized service before and during travel Access continuous training and education through our host-agency partners Ideal Fit: Enthusiastic, organized, and detail-oriented Enjoys learning and connecting with people 18 or older with reliable Wi-Fi and a computer or phone Why You'll Love It Here: 100% remote - set your own schedule Ongoing training and mentorship Positive community and career growth opportunities

At LendingOne, we don't just lend capital-we fuel opportunity. Headquartered in sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we've funded over $6 billion in real estate capital and earned recognition as one of the Sun Sentinel's Top Workplaces-four years running! As a direct private lender-not a broker, not a bank-we specialize in business-purpose mortgage loans for real estate investors, including fix-and-flip bridge loans and long-term rental financing. Our mission is powered by our values: Speed & Ease - We simplify lending so clients can move fast and seize opportunities. Solutions Driven - We solve problems, not just process paperwork. Loyal Partners - We build trust, not just transactions. Authentic Experience - We stay real, reliable, and respectful-always. We're a fully funded, full-service lending partner-and we're growing fast. The Opportunity: If you're the type of person who thrives on keeping people informed, solving problems quickly, and making sure no detail gets missed, you'll love this role. As a Client Experience Coordinator, you'll be the key liaison between our clients and internal teams, ensuring a smooth and responsive loan process from start to finish. This is a fast-paced, client-facing role that demands urgency, ownership, and communication excellence. This is a full-time employment opportunity working in our Headquarters office in Boca Raton, FL. What You'll Do: At the heart of this role is unwavering client support-answering calls promptly, prioritizing client needs with empathy, and delivering clear, thoughtful communication every step of the way. Serve as the primary point of contact for assigned clients-ensuring consistent, proactive communication and delivering updates that inspire confidence. Coordinate across departments (sales, underwriting, legal, closing) to keep everyone aligned and timelines on track. Maintain a fast-moving pipeline of loan applications, reviewing and collecting documents, flagging issues, and pushing processes forward with urgency. Provide a high-touch experience to clients by anticipating needs, resolving questions quickly, and owning the details. Track key project milestones such as appraisals, title reports, and due diligence items, and follow through relentlessly to keep deals moving. Review loan files for completeness and compliance; assist credit analysts and underwriters in clearing conditions and preparing for funding. Advocate for the client internally-flagging challenges early and helping the team craft solutions with speed and accuracy. Keep documentation, updates, and communication logs impeccably organized for full visibility and efficiency. Requirements 2+ years in a professional or customer-facing role, ideally in real estate, lending, operations, or client services Exceptional communication and follow-up skills-you write and speak clearly, with empathy and purpose High attention to detail with a “nothing slips through the cracks” mindset Proven ability to multitask and prioritize in a fast-paced, high-volume environment Positive energy, collaborative spirit, and a customer-first attitude Strong computer proficiency and a willingness to learn new systems A true sense of urgency-because our clients depend on us to move fast and get it right Benefits Why LendingOne: Competitive base salary and incentive structure Full medical, dental, and vision benefits Company-matching 401(k) plan Paid time off and 10 company-paid holidays Work-from-home Fridays Career development, training, and internal promotion opportunities Team-building events, company lunches, and swag Collaborative, inclusive, and fun workplace culture LendingOne is proud to be an Equal Opportunity Employer. We're committed to building a diverse and inclusive workforce where everyone belongs.

We are seeking a detail-oriented and customer-focused Remote Travel Coordinator to assist clients with planning and booking their travel experiences. This role is ideal for someone who loves travel, enjoys helping others, and thrives in a flexible remote environment. As a Travel Coordinator, you will work directly with clients to understand their preferences, research travel options, and create seamless, personalized itineraries. You'll handle reservations, payments, and communication to ensure each trip is stress-free and memorable. Responsibilities Communicate with clients to understand travel needs, preferences, and budgets. Research and recommend destinations, accommodations, and transportation options. Create customized travel itineraries and proposals. Manage reservations, confirm bookings, and process payments securely. Stay current on travel trends, safety updates, and destination information. Provide exceptional customer service before, during, and after travel. Maintain accurate records of client interactions and bookings. Qualifications Strong communication and organizational skills. Excellent customer service and problem-solving abilities. Basic computer literacy (email, online booking tools, Microsoft Office/Google Workspace). Ability to manage multiple clients and deadlines in a remote setting. Previous experience in hospitality, customer service, or travel planning is a plus but not required. Benefits Fully remote, flexible schedule. Access to industry training and certifications. Opportunities for growth and professional development. Exclusive travel perks and discounts after onboarding.

Were seeking a motivated Client Experience Coordinator to support clients by providing personalized assistance, coordinating details, and delivering a smooth, professional experience from start to finish. This fully remote role is ideal for someone who enjoys helping people, staying organized, and working independently. What Youll Do: Communicate with clients to understand needs and preferences Provide guidance, updates, and timely follow-ups Coordinate details and ensure accuracy throughout the process Deliver friendly, reliable client support What Were Looking For: Strong communication and organization skills Customer service or client-facing experience (preferred, not required) Comfortable working remotely Detail-oriented, dependable, and tech-comfortable Citizen of the US, Mexico, Australia, and UK Create tailored experiences for clients Why This Role Stands Out: 100% remote flexibility Training and ongoing support provided Opportunity for growth

As a Client Experience Coordinator, you'll ensure travelers feel supported and valued throughout the entire planning process. You will track requests, provide timely updates, and keep communication smooth. At Destiny Travels, we believe every client deserves an exceptional experience. Key Responsibilities • Manage client follow-ups and reminders. • Provide trip updates and organize trip info. • Maintain communication logs and client preferences. • Assist with documentation and requirements. • Deliver exceptional customer care. Benefits • Fully remote opportunity. • Supportive and collaborative team. • Access to travel perks and training. • Career advancement potential. What We're Looking For • Strong communication skills. • Organization and multitasking abilities. • Customer service background preferred. • Comfort with digital tools. • Passion for helping travelers.

About the Role: Nuvant is seeking motivated Virtual Client Coordinators to help prospective clients explore financial solutions that align with their goals. In this role, you'll act as the first point of contact-introducing our services, understanding client needs, and coordinating the next steps in their journey with Nuvant. Key Responsibilities Conduct outbound calls, emails, and messages to engage potential clients Respond quickly to inbound inquiries and provide clear, helpful information Identify client needs through meaningful conversation and active listening Present Nuvant's service options and recommend appropriate next actions Schedule follow-up appointments or connect clients with specialized team members Maintain detailed and accurate records of client interactions in our CRM system Qualifications High school diploma or college degree preferred Professional, friendly communicator who enjoys client interaction Highly organized and reliable in a remote work environment Strong listening skills with a client-focused mindset Experience in sales, coordination, or customer support roles is a plus What We Offer Competitive base pay with performance bonuses and incentives Comprehensive benefits package: medical, dental, vision, 401(k), and paid time off Flexibility with structured support Opportunities for advancement with a growing company A collaborative team culture built on integrity, accountability, and success

Remote Client & Booking CoordinatorLocation: Remote (United States) Company: Destination Knot About Destination Knot:Destination Knot is a client-focused coordination and services company that supports individuals and families with planning, scheduling, and reservation-related needs. We prioritize organization, responsiveness, and a high standard of client experience across every interaction. Position Overview:The Remote Client & Booking Coordinator provides day-to-day support to clients by assisting with scheduling, reservations, documentation, and general service coordination. This role is ideal for individuals who are detail-oriented, customer-focused, and comfortable working in a remote, structured environment.This is a support-based role centered on communication, organization, and follow-through. Key Responsibilities:Assist clients with booking requests, scheduling, and reservation coordination Communicate with clients via email, phone, and messaging platforms to provide updates and support Accurately enter, update, and maintain client information and booking details Coordinate timelines, confirmations, and service documentation Provide general client support and respond to inquiries in a timely, professional manner Follow established processes and internal guidelines to ensure accuracy and consistency Collaborate with internal teams to support client needs and workflow efficiency Qualifications & Skills:Strong communication and customer service skills Highly organized with attention to detail Comfortable working independently in a remote environment Basic computer proficiency and ability to learn new systems Ability to manage multiple tasks while meeting deadlines Professional demeanor and reliability Previous experience in customer service, scheduling, hospitality, or administrative support is helpful but not required. Work Environment & Schedule:Fully remote position Flexible scheduling options may be available Training and ongoing support provided Why Join Destination Knot:Remote work flexibility Supportive, structured team environment Clear expectations and processes Opportunity to build valuable coordination and client service skills How to Apply:Qualified candidates are encouraged to submit an application for review. Selected applicants will be contacted for next steps.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The Brown & Brown National Pharmacy Team (NPT) is a team of 200+ teammates from across Brown & Brown, including pharmacists, client service representatives, actuaries, analysts, data engineers, developers, care team coordinators and more. The NPT brought together pharmacy specialist resources from many businesses across Brown & Brown organizing our teammates into three distinct teams: Pharmacy Consulting and Analytics Auditing PillarRx Copay Maximization The Client Engagement Account Coordinator will work on all aspects of product and service delivery including RFP/procurement projects, auditing, market-check analysis, analytic reporting, providing on-going advice and pharmacy benefit expertise, and will be responsible for the strategic and operational relationship for assigned accounts. Essential Duties and Functions: include the following. Other duties may be assigned. Assists with the onboarding of new clients ensuring accurate set up within Remedy system; Assist and coordinate RFP/procurement and market-check process for assigned accounts which includes creating project timelines and project plans, coordinating PBM data requests, creating RFP via an on-line procurement tool, evaluation and assessment of PBM RFP responses, and creation of summary reports and disruption analysis, financial analysis; Assist and coordinate the audit process for assigned accounts which includes creating a statement of work, attending kick-off calls with client and PBMs, assisting the audit department with the data request coordination, notes and documentation, and preparation of the audit findings; Assist with Pharmalogic reporting including the set up coordination and creation of analytic reports and peer review of data elements; Support and manage any client transitions to a new PBM; Manage the day to day client relationship thus ensuring retention of clients and associated revenue; Creation and distribution of client audit initiation communications Assist with issue escalation and resolution of any pharmacy related issues; Assist with the documentation of all key agreements, deliverables and client correspondence Competencies: Ability to thrive in an environment with minimal oversight and lots of responsibility; Demonstrates ability to positively represent Remedy Analytics externally to clients and prospects; Experience developing and maintain effective, collaborative working relationships with clients and internal partners to provide solutions to complex pharmacy benefit decisions; Excellent written and verbal communication skills along with the ability to facilitate effective conversations both internally, and externally with clients; Possesses a strong work ethic and takes ownership of client goals and objectives; Takes initiative and is self-directed; Strong teamwork skills, has the ability to encourage cooperation among team members; Quick self-motivated learner who can initiate and drive new projects; Excellent analytical and organizational skills; Planning/organizing-the individual prioritizes and plans work activities and uses time efficiently. Makes good and timely decisions that propels our company forward; Critical thinking to create innovative ways for our customers and our company to be successful. The individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality;. Adaptability-the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Required Bachelor's degree in Business or Healthcare related field and/or 2+ years of relevant Pharmacy Benefit consulting or PBM Account Management experience; Ability to travel as required (up to 10% of time) Preferred Knowledge of both Pharmacy and Medical data Strong experience in MS Office and/or MS Excel Experience with Tableau Pay Range 26 - 28 Hourly The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

Why Saybrus? We strive to help employees lead fulfilling professional lives. Excellence is expected and rewarded. We believe in straightforward communication and encourage employees to share opinions and ideas. Our salaries, incentive awards and comprehensive benefits provide a highly competitive total reward package based on individual and company performance. Many of our employees work from their homes, while others are based in our Hartford, CT headquarters. Job Summary The Client Experience Coordinator serves as the primary liaison between the client and the company throughout the new business and underwriting process. This role is responsible for providing quality updates to the client, answering client questions, and ensuring a clear understanding of each step. The coordinator independently manages cases, resolves vendor issues that may arise, and will collaborate with the client to gather outstanding requirements efficiently to avoid delays. A strong knowledge of the life insurance process, excellent communication skills - both written and verbal -, and a commitment to superior customer service are essential. The Client Experience Coordinator requires professionalism, a service-oriented mindset, and the ability to work collaboratively with internal teams to support the overall success of the account.Job Description Principal Duties and Responsibilities Proactively follow up and provide communication to support client/advisor satisfaction and understanding; ensure the client understands each step in the process while providing superior service support direct to the client. Manage daily workload with emphasis on time management and quality standards. Review and assess requirements, as needed. Serve as a single point of contact with customers. Receive and resolve complex and/or sensitive customer service inquiries, complaints and problems with quality, accuracy, and in a timely manner. Proactively resolve any issues and inquiries. Manage the necessary components for the new business process directly impacting the client. Identifying cases that need special handling. Accept ownership and suggest innovative solutions to meet branch/client needs while undertaking new and different requests. Explore opportunities to add value. Use expertise in life insurance process, customer service, terminology, technology to support and enhance daily operations. Provide continuous scheduled telephone coverage as business needs dictate. Partners with Senior Case Manager to deliver a holistic experience to the branch. Perform other duties as assigned. Knowledge, Skills, and Abilities Knowledge of the life insurance process (permanent and term products), including key impairments Working knowledge of desktop applications such as Outlook, Word, and Excel. Knowledge of Smart Office and Salesforce.com a plus. Critical thinking skills with the ability to identify and troubleshoot problems, and comfort with cases involving a high degree of complexity. Excellent verbal and written communication skills; clear and effective Excellent interpersonal and relationship building skills to interact with internal and external clients. Discretion while managing confidential matters (e.g., medical records) Ability to work independently in a fast-paced, multi-faceted environment while focusing on critical deliverables. Knowledge of HIPAA rules and regulations. Comfortable in a team environment and supportive of corporate change Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive. Americans with Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at ****************. Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

Job DescriptionBenefits: Retirement Plan Bonus based on performance Competitive salary Dental insurance Health insurance Paid time off Training & development Vision insurance KEY REQUIREMENTS (DO NOT APPLY UNLESS YOU SPECIFICALLY POSSESS THE EXPERIENCE BELOW) You must currently reside in Ohio, Wisconsin, South Carolina, Texas, or Florida. You must be able to work from 8:00 a.m. to 5:00 p.m. Eastern or Central Time. You must have at least 1 year of full-time professional experience. You must have previous experience working in a remote role or remote team environment. Compensation Package and Benefits Full-time role compensated at $21.00 per hour (~$44,000 annually) Yearly bonuses potential based on performance metrics Health/Dental/Vision Insurance Options with partial coverage from the company, both individual and family, plus HSA contributions PTO Program and Paid Holidays Retirement plan with company contributions/matching Regular performance reviews and merit-based increases to support growth and recognition The Role - Client Success Coordinator Perfectus Labs is hiring a Client Success Coordinator to support our fast-growing portfolio of clients through structured onboarding, proactive communication, campaign performance oversight, and detail-oriented execution. You will serve as a key point of contact for clients, managing the flow of deliverables, ensuring tasks are tracked and completed, and escalating issues when needed. Were looking for someone who thrives in fast-moving, tech-forward environments and who takes initiative in a fully remote role. This position offers the chance to work alongside experts in marketing automation, AI-powered outreach, and campaign optimization, all while helping small and mid-sized businesses achieve transformational results. Core Responsibilities Lead the client onboarding process from kickoff through setup, including running the kickoff call, collecting access and materials, using internal templates, and scheduling follow-up meetings. Independently lead recurring virtual client check-in meetings, summarize key insights using call recordings and transcripts, document action items in Google Drive, and escalate concerns to a manager when necessary. Monitor ongoing campaign performance, detect irregular trends or underperformance, suggest actionable next steps, and deliver weekly performance reports with verified data and summarized insights. Identify project delays or campaign issues, propose initial recommendations, and escalate to management when issues exceed the scope of your authority. Manage client action items using shared Google Sheets, follow up with clients via Slack or email, and ensure campaigns are launch-ready by completing checklist reviews. Set up campaign components across AI, SEO, and outreach platforms by following internal SOPs and preparing configurations for manager review. Demonstrate consistent ownership and reliability in managing deadlines, task follow-through, and communication expectations in a remote environment. Use Slack and other tools to collaborate with internal team members, report updates, request access, or flag issues requiring support. Maintain organized documentation and client folders in Google Drive, adhering to naming conventions and quality standards. Communicate effectively with stakeholders by clearly outlining deliverables, next steps, and timelines, while responding promptly (typically within two to three business hours). Receive and implement feedback from managers and clients, verify that changes are properly applied, and follow through on open items. Reprioritize tasks quickly in response to shifting deadlines, campaign issues, or urgent client needs. Apply basic spreadsheet functions and filters when preparing or reviewing campaign data. Support internal improvements by identifying workflow bottlenecks and suggesting process enhancements. Accurately plan and communicate daily work using Slack check-ins and a time-tracking system. Ensure all completed deliverables are accessible to the right stakeholders and shared through appropriate channels. About You You are highly organized, execution-focused, and capable of working independently in a remote environment. You are precise in how you manage documentation and proactive in how you communicate. Youre naturally curious and process-oriented, eager to learn and apply structured systems that drive client results. You take responsibility for your work, solve problems quickly, and care deeply about keeping clients informed and campaigns on track. If you have prior experience collaborating with distributed teams, managing digital workflows, and supporting client accounts, you would be a great fit for this role. About the Client Perfectus Labs is a fast-growing digital marketing company built on AI-powered innovation. We help small and mid-sized service businesses tap into the same marketing tools previously only available to large enterprises, automating SEO, outbound prospecting, and digital campaigns to drive six- to seven-figure revenue gains for our clients. Our team has managed over $2 billion in ad spend, driven more than $20 billion in sales, and delivered billions of marketing messages. Our proprietary AI systems allow us to deliver results at a scale and speed that traditional teams cant match. Our Core Values Positive You stay focused on solutions and forward motion Passionate You care deeply about your work and the impact it has Proven to Execute You do what you say, when you say youll do it If that sounds like you, wed love to hear from you. This is a remote position.

At Luminare Health , our employees are the cornerstone of our business and the foundation to our success. We empower employees with curated development plans that foster growth and promote rewarding, fulfilling careers. Join HCSC and be part of a purpose-driven company that will invest in your professional development. **Job Summary** Serve as a point of contact for clients in conjunction with Client Managers and provide any necessary administrative assistance required by the Client Managers to successfully retain business. Work with various departments within Luminare Health to promptly respond to client questions, facilitate resolutions to concerns, run client specific reports and provide support to Client Managers. May also involve client facing responsibilities such as employee meeting presentations, benefit fairs and attending quarterly and renewal meetings with client managers. ****This role will be based in Overland Park, KS, Lancaster, PA or Telecommute/Remote. Candidates must live within the following states: IL, IN, IA, KS, MO, MT, NM, NC, OK, PA, TN, TX or WI **** **Required Job Qualifications:** + High school diploma or GED equivalent required + Minimum 3 years previous experience in a similar TPA or insurance environment + Knowledge and understanding of benefit-related federal laws (i.e., ERISA, COBRA, HIPAA, PPACA, etc.) + Excellent written and verbal communication skills are required, as are exceptional organizational skills. + Thorough understanding of self-funding and employee benefit plans. + Analytical skills, problem solving skills, reading ability, creative decision-making skills, the ability to comprehend and follow instructions, mathematical ability and time management skills are required. + Proficiency with Word, Excel, PowerPoint, Access, and Outlook. + Ability to travel as required for this position. **Preferred Job Qualifications:** + State insurance license + College degree **\#LI-NR1** **\#LI-Remote** **Are you being referred to one of our roles? If so, ask your connection at HCSC about our Employee Referral process!** **EEO Statement:** We are an Equal Opportunity Employment employer dedicated to providing a welcoming environment where the unique differences of our employees are respected and valued. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristics. **Pay Transparency Statement:** At Luminare, you will be part of an organization committed to offering meaningful benefits to our employees to support their life outside of work. From health and wellness benefits, 401(k) savings plan, pension plan, paid time off, paid parental leave, disability insurance, supplemental life insurance, employee assistance program, paid holidays, tuition reimbursement, plus other incentives, we offer a robust total rewards package for associates. The compensation offered will vary depending on your job-related skills, education, knowledge, and experience. This role aligns with an annual incentive bonus plan subject to the terms and the conditions of the plan. **Min to Max Range:** $48,500.00 - $91,000.00 Exact compensation may vary based on skills, experience, and location.

Job DescriptionAre you interested in working during Tax Season (February April)? If youre ready to dive into the world of accounting with a firm that values your unique talents, offers a fun, dynamic work environment, and the opportunity to work with and learn from an exceptionally talented team, please consider working with Nichols & Company CPAs. Based in Westerville, Ohio, for more than 25 years, N&Co delivers accounting and tax services to individuals and small businesses. Our mission is simple: make life #LessTaxing for everyone, clients and staff alike. Ideal candidates: Are organized, dependable, self-motivated, curious to learn, and observant Demonstrate strong communication skills and comfort communicating with our team and with clients Work well independently and as a team player, demonstrating a positive attitude Thrive in fast-paced work environment with a high attention to detail while completing tasks Have strong computer skills (Microsoft products) Can work at least 25 hours per week, including weekends, from January through April in our Westerville office We offer a competitive hourly rate with the opportunity to earn an end-of-season bonus with strong performance. There may be opportunities to continue working year-round. Client Coordinator responsibilities include: Answering, screening, and directing all incoming calls on a multi-line phone system Politely greeting and engaging clients and visitors; following up on client inquiries as needed Maintaining & ordering supplies for the firm, as needed Assuring neatness in common spaces Preparing mailings Various data entry functions, including updating client information and setting up work projects Excellent customer service skills and computer proficiency (including MS Word, Excel, Outlook) Experience operating scanners, copiers, and fax machine This position is perfect for someone looking for extra income from a part-time job, but who needs flexibility and would prefer to have the summers off.