Client service specialist jobs near me - 3,060 jobs
Let us run your job search
Sit back and relax while we apply to 100s of jobs for you - $25
TurboTax (WFH) Customer Service - Entry-Level
Turbotax
Remote client service specialist 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.
$28k-35k yearly est. 2d ago
Looking for a job?
Let Zippia find it for you.
Customer Service Specialist
Russell Tobin 4.1
Remote client service specialist job
Job title: Customer Support/Account Rep
Duration: 6months
Pay rate: $18/hr - $19.17/hour
Remote to Start: Kick off your journey with us from home! All classes and training sessions will be held remotely for 4-5 weeks.
In-Office Experience: Once training is complete, your role will transition to 5 days per week in-office, fostering collaboration, hands-on experience, and strong team bonds.
Hybrid Work Flexibility: After 6 months of service, enjoy a hybrid schedule that balances in-office and remote work-3 days in-office and 2 days from home-for greater flexibility and convenience.
Preference Criteria:
We prefer candidates with either a College Degree or Previous Contact Center Experience.
Position Description: Join our Client as a Customer Support Representative where you'll handle incoming phone calls regarding various service inquiries. You'll respond with accuracy and efficiency, consistently meeting key department performance metrics. Functional support areas include cash management products, online services, and general account or financial-related inquiries. Successful applicants will be highly professional, career-driven, and committed to delivering world-class service.
Key Responsibilities:
Addressing incoming phone calls with a high degree of accuracy and efficiency.
Providing support on cash management products, online services, and general financial inquiries.
Contributing to a fast-paced, team-oriented environment.
Multi-tasking and adjusting quickly to changes in a busy financial service center.
Qualifications:
Preference for a College Degree or Previous Contact Center Experience.
Highly professional, career-driven, and committed to delivering world-class service.
Excellent communication skills and ability to work effectively in a team environment.
Strong aptitude for multitasking and adjusting to fast-paced environments.
Why Join Us:
Opportunity to work with a reputable financial institution.
Dynamic and collaborative work environment.
Competitive compensation package and opportunities for career advancement.
Be part of a team dedicated to delivering excellence in clientservice.
$18 hourly 1d ago
Customer Service Specialist
Calculated Hire
Remote client service specialist job
Service Scheduling Administrator (SSA)
Part-Time | Fully Remote After Training
Training Location:
Charlotte North Ops Center
115 Rhyne Road, Charlotte, NC
Training is conducted onsite, five days a week.
Work Schedule & Mobility:
Onsite for training; fully remote after training
Part-time role (minimum 22 hours/week)
Hours may increase to 36+ per week if the contingent worker is available
Required availability:
Weekends: 7:00 AM - 6:00 PM
Holidays: 7:00 AM - 4:00 PM
Position Purpose:
The Service Scheduling Administrator (SSA) is responsible for assigning, routing, and adjusting workloads for field service personnel to support daily operations, customer service commitments, and emergency response. This role serves as a critical point of contact for technicians, first responders, and emergency customers, ensuring timely, accurate, and professional resolution of service needs.
The SSA supports after-hours operations and contributes to maintaining 24/7/365 emergency coverage across the service area.
Nature & Scope
The SSA supports the Planning & Progression Department, a centrally-led and regionally-executed team responsible for receiving, routing, and assigning all service orders for the Natural Gas Business Unit.
This role requires:
Independent judgment and analytical skills to optimize workloads in a dynamic operational environment
The ability to assess service calls and emergencies and apply appropriate human relations skills
Coordination of service and emergency response across a three-state service area operating 24/7/365
Operational Impact:
Supports approximately 350 Service Technicians
Helps manage an average of 56,000 emergency calls annually
Key Responsibilities:
Assign, route, and adjust daily workloads for field service personnel
Answer inbound calls from technicians, first responders, and emergency customers
Handle complex calls requiring research, follow-up, and sound judgment
Monitor service workflows and adjust schedules as operational conditions change
Ensure timely, accurate resolution of customer inquiries and emergencies
Support after-hours technician operations and emergency response coverage
Required Skills & Qualifications:
Strong analytical, problem-solving, and decision-making skills
Ability to multitask and prioritize in a fast-paced, high-volume environment
Excellent communication and customer service skills
Ability to remain calm and professional during emergency situations
Education Requirement:
High School Diploma or GED required
$27k-35k yearly est. 1d ago
Customer Experience Advocate
Cymbiotika
Remote client service specialist job
At Cymbiotika, we believe that wellness starts with trust. That's why we're committed to creating supplements that are not only effective but also transparent. From the moment you pick up one of our products, you'll know exactly what's inside-no hidden ingredients, no confusing labels. We take pride in using only the highest-quality ingredients, carefully sourced and backed by science, to ensure you're getting the best of nature and innovation in every supplement.
We understand that health is personal, which is why our supplements are designed to work with your body, not against it. By focusing on bioavailability and using advanced liposomal delivery systems, we ensure that your body can absorb and use the nutrients to their fullest potential. Our goal is simple: to help you feel your best, with products you can trust, made with ingredients you feel good about.
With Cymbiotika, you're not just taking a supplement-you're joining a community of people who value wellness, science, and the power of transparency. We're here to empower you on your journey to better health, every step of the way.
We are looking for a motivated and experienced Customer Experience Advocate to join our Cymbiotika team! As a Customer Experience Advocate, you will be tracking all points of customer engagement, addressing customer queries, and identifying ways to improve our customer services.
Role Overview
As a Customer Experience Advocate, you are the voice of the company, specializing in extensive product knowledge, record keeping, and problem solving. Working alongside multiple departments, you will answer customer questions and concerns with confidence and a positive attitude.
Responsibilities:
Provide customers with order verification, updates regarding shipment, product availability and pricing.
Work closely with cross-functional departments to enhance customer services and brand awareness.
Provide analytical and specialized administrative support with general instructions.
Inform customers about new products and usage.
Analyze customer feedback on new and existing products, as well as preparing reports.
Respond to customer queries in a timely and effective manner, via phone, email, or social media.
Participate in weekly meetings that are structured to aid in the enhancement of professional development.
Maintain accurate records and document all customer service activities and discussions.
Requirements:
At least 1 year of relevant experience
Exceptional communication, collaboration, and problem-solving skills.
Exceptional interpersonal skills and a client-centered approach.
Great organizational and time management abilities.
Proficiency in Google and customer service softwares
What We Offer:
Welcome Package: Receive a curated selection of Cymbiotika products to kickstart your wellness journey with us at your 45th day.
Exclusive Employee Discounts: Enjoy 70% off all products for yourself and 50% off for friends and family.
Flexible Fridays: Work from home Fridays to ease into your weekend with balance and flexibility.
Catered Team Lunches: Connect with your colleagues over delicious catered lunches every Wednesday.
Beverage Perks: Cold brew, coffee, and fridge full of drinks.
Snacks: Variety of snacks to keep you fueled.
Wellness Facilities: Unwind in our on-site meditation room or recharge with red-light therapy.
VIP Access: Enjoy exclusive suite access at Petco Park for San Diego Padres home games.
Fitness Perks: Complimentary ClassPass membership for access to fitness classes and wellness activities.
Paid Time Off: Enjoy 13 paid company holidays, a generous PTO policy that grows with your tenure, and dedicated sick time to support your health and work-life balance.
Comprehensive Health Benefits: Dental, vision, and health insurance plans with 100% employer-paid coverage options.
Exclusive Lifestyle Discounts: Special offers through partners like Farmers Insurance, hotels, movie theaters, theme parks, and more.
Team-Building Activities: Join regular team outings and events that foster collaboration, creativity, and fun.
Retirement Plan: 401(k) plan with matching contributions to help secure your financial future.
Community Engagement: Participate in company-sponsored volunteer events and give back to causes that matter.
$40k-55k yearly est. 4d ago
Remote Customer Support Specialist
Talentoma
Remote client service specialist job
Remote Customer Support Specialist (Work From Home) | $3,300-$3,900/month
We're hiring Remote Customer Support Specialists to join our growing team. This is a fully remote / work-from-home customer service role focused on handling inbound calls and helping customers with general questions, updates, or basic support needs.
You'll be the first point of contact for customers-so clear communication, patience, and a calm, professional tone matter. If you enjoy talking to people, following simple processes, and solving straightforward issues while working independently, you'll feel right at home here.
What You'll Do (Key Responsibilities)
Answer inbound customer support calls and provide accurate, helpful responses
Make occasional outbound calls (appointment reminders, follow-ups, or status updates)
Maintain a friendly, patient, and professional tone on every interaction
Document call notes and key details accurately using our digital tools and systems
Follow step-by-step call handling procedures to keep conversations efficient and consistent
Stay connected with your remote team through chats, updates, and scheduled check-ins
What We're Looking For (Qualifications)
Strong speaking skills, active listening, and clear communication
Comfortable using a computer and switching between basic tools (calls, notes, systems)
Reliable internet connection and a quiet, distraction-free home workspace
Team-minded attitude-willing to ask questions and support others
No experience required - paid training is provided
Customer service experience (call center, retail, hospitality) is a plus, not required
Pay & Benefits
Monthly pay: $3,300-$3,900 (based on experience)
100% remote - work from the comfort of home
Paid training starting day one
Flexible scheduling options (including weekends based on availability)
Supportive team culture with approachable managers
Growth and advancement opportunities within the company
If you're ready to start a remote customer support role with training, flexibility, and a supportive team, apply today. 📞💻
$3.3k-3.9k monthly 2d ago
Customer Service Specialist
Net2Source (N2S
Remote client service specialist job
Title: Customer Service
Duration: 6+ months (Extension)
Shift: 8am - 5pm
Qualifications:
A combination of formal education such as bachelor's degree, associate's degree with certifications and/or at least 2-4 years of progressive customer service experience
Excellent communication skills
Excels at interpersonal and relationship management skills
Prior experience with the ability to successfully resolve conflict
Strong ability to multi-task
Some exposure to building products and/or retail industry preferred
Developed systems aptitude and Microsoft Office skills
SAP experience required
Order Management
Accept, enter, schedule and maintain orders within SAP
Sales Force
Order Entry Document Manager (OEDM)
Understands and executes all types of order processing (EDI/Business Connections)
Verify pricing
Respond to inquiries, e.g. inventory availability, production schedule, technical questions, products and policies
Ability to build efficient truckloads and schedules in coordination with the traffic department
Verify accurate information on ship schedule/OEDM
Is a high performer in the CAS Learning Path - achieving agreed upon metrics and demonstrating critical behaviours
Can function across all regions and in multiple business groups
Understands and correctly provides direction of the Service Advantage for our customer and Sales Team.
Communicates, when necessary, with internal departments regarding Credit and Pricing
Expedites hot or special orders as agreed upon with sales and supervisor
Conflict Management
Properly communicates, manages and resolves customer and sales issues in a professional and empathetic manner
Address and correct customer service issues, forward issues to appropriate department, continued follow-up through resolution to ensure overall customer satisfaction
Collaborate with cross-functional teams to expedite orders
Perform backorder coordination/shipping
Maintain customer records within all software databases
Communicate any schedule delays in customer orders in a timely manner
Manage the Return Material Authorization (RMA) process within agreed upon policy, ensuring customer satisfaction, while ensuring guidelines and goals are achieved.
Order Management & Customer Service Supply Chain Support
Cross train to gain understanding of the functions within Supply Chain to effectively support the overall Siding Products Group.
Provide coverage for time off, peak periods and perform at the Learning Path proficient level and as a high performer in all aspects of customer service and related cross trained function(s).
Maintain customer records within all software databases
Manage the Return Material Authorization (RMA) process within agreed upon policy, ensuring customer satisfaction, while ensuring guidelines and goals are achieved.
Is proficient in Salesforce or equivalent computer related skillset
Maintain customer records within all software databases
Responsibilities:
Under the supervision of the Service Center Supervisor located in Malvern, PA (this is not a remote position) or Manager the Customer Service Temp is accountable for establishing a strong customer relationship based on trust and responsiveness to deliver World Class Service to the incumbents' customer base.
The CST will accurately process customer orders in an efficient manner to ensure we exceed our customers' expectations.
Additionally, the CST will manage multi-part customer complaints/concerns and be empowered to resolve issues in a timely and professional manner.
The CST is fully proficient in all aspects of the Learning Path and is knowledgeable across all lines of business and regions.
The CST will adhere to policies and procedures currently in place and maintain the required level of service to our customers.
The CST works within the parameters as defined by customer service standards and the Service Advantage guidelines.
The incumbent must analyse and respond to fluctuating situations and conditions in such a manner that not only meets/exceeds the expectations of our customer but considers the overall impact to the business.
Proactively resolves customer problems/issues, exhibiting ownership for our customers.
Demonstrates relentless customer service
Flexibility in working hours 7:30am - 6pm with some overtime
Willingness and ability to work from home during inclement weather or emergency situations - requires home phone line & internet
$27k-36k yearly est. 4d ago
Customer Service Representative
Convoco East Coast
Client service specialist job in Columbus, OH
ColumbusOH | Customer Service Representative - Full Time
This is an in-person role.
We're hiring Customer Service Representatives to support our clients face-to-face at live events and retail activations. You'll be the first point of contact for customers, welcoming them, answering questions, and ensuring they have a great experience. If you have a background in retail, hospitality, or customer service, you'll thrive here and if you don't, we'll train you from the ground up.
What You'll Do
Greet and assist customers in person
Answer questions about products and services
Guide customers through sign-ups or sales
Work alongside a supportive team to meet goals
What You Get
Weekly pay: base + weekly bonuses
Full-time schedule (Monday-Friday, in person)
Paid training and coaching from experienced leaders
Benefits after qualifying period
A clear path to promotions and leadership
If you're energetic, reliable, and people-focused, we want to meet you. Apply now, interviews this week.
$27k-35k yearly est. 4d ago
Remote Customer Service Representative - Product Testing
Glocpa
Remote client service specialist 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.
$27k-36k yearly est. 60d+ ago
Customer Service and Sales Support
Vitric 7
Client service specialist job in Columbus, OH
📋 Customer Service and Sales Support | Customer Service, Marketing, Sales |
🚨 Start ASAP
📍 Columbus, OH | 💼 Entry Level | ⏱ Full-Time
Our goal is to help our team members first master the basics of customer service and sales, client relationship building, and self-management. The Vitric 7 training program is designed to help team members strengthen communication skills, develop strong negotiation skills, and plant a foundation for great work habits that will propel them into the future.
📋 Job Summary:
This is a full-time on-site role for a Customer Service and Sales Support Representative, located in Columbus, OH. The representative will handle day-to-day tasks including being the face of our store, providing customer support, maintaining customer satisfaction, and helping to facilitate sales processes. Responsibilities include answering customer issues, problem-solving with customers, providing detailed information about products and services, assisting the sales team, and contributing to a positive customer experience.
✅ Key Responsibilities:
Promote products, services, and promotions to customers one on one.
Greet and assist customers with a friendly and professional attitude.
Provide in-depth product knowledge and recommendations to meet customer needs.
Meet or exceed retail sales goals and performance targets.
Participate in product training and stay up-to-date on promotions and new arrivals.
Collaborate with team members to ensure a smooth and effective retail operation.
🎯 Who We're Looking For:
High school diploma or equivalent; post-secondary education is a plus.
Previous experience in retail or customer service is preferred but not required.
Strong communication and interpersonal skills.
Positive attitude with a passion for customer service.
Ability to work in a fast-paced environment and handle multiple tasks.
📋 Why This Role?
This is more than just a job-it's a launchpad for your career. With our rapid growth, you'll have the opportunity to take on leadership roles and make a real impact. If you're ready to grow, lead, and succeed, we want to hear from you!
Competitive hourly wage plus commission/bonuses (if applicable)
Employee discounts
Opportunities for growth and advancement
Supportive and inclusive team environment
Ongoing training and development
$22k-30k yearly est. 4d ago
Customer Service Representative
Leeds Professional Resources 4.3
Remote client service specialist job
We are hiring a customer service representative to manage customer queries and complaints. To do well in this role you need to be able to remain calm when customers are frustrated and have experience working with computers.
Pay $18/HR (Monday-Friday Day Shift)
Work Environment: In-office training for 10 weeks. After successful training this position will become work from home.
Additional Info:
Must have reliable transportation and home internet access
Must have Long Term Care, Medicare, or Medicaid experience for this role
Customer Service Representative Responsibilities:
Maintaining a positive, empathetic, and professional attitude toward customers at all times.
Responding promptly to customer inquiries.
Communicating with customers through various channels.
Acknowledging and resolving customer complaints.
Knowing our products inside and out so that you can answer questions.
Processing orders, forms, applications, and requests.
Keeping records of customer interactions, transactions, comments, and complaints.
Communicating and coordinating with colleagues as necessary.
Providing feedback on the efficiency of the customer service process.
Managing a team of junior customer service representatives.
Ensure customer satisfaction and provide professional customer support.
Customer Service Representative Requirements:
High school diploma, general education degree, or equivalent.
Ability to stay calm when customers are stressed or upset.
Comfortable using computers.
Excellent communication skills and Microsoft Office Suite
$18 hourly 4d ago
Bilingual Customer Service Rep (Local-REMOTE)
Amerit Consulting 4.0
Remote client service specialist job
OVERVIEW: Our client, a US Fortune 1,000 company and a major process services provider to Government Health and Human services agencies in the US, seeks an accomplished “Bilingual Customer Service Rep (Local-REMOTE)”
Bilingual Customer Service Rep (Local-REMOTE)
Location: Rancho Cordova, CA (
Full address
: 3130 Kilgore Road, Rancho Cordova, CA 95670)
Duration: 3-4 months+ Contract with high possibility of extension!!!
Pay rate: $20.25/hr on W2
Note:
Initial Training will be ONSITE, after training, the candidate is allowed to work remotely.
Work from home will be allowed.
Work schedule is 9-6pm PST.
Bilingual fluency in English and one of these commonly spoken languages: Spanish, Japanese, Thai, Laotian, Mandarin, Cantonese, Cambodian, Korean, Russian, Vietnamese, Tagalog, and Armenian.
Equipment will be provided by the client, however the candidate needs to have High speed wired internet connection to work REMOTELY.
JOB DESCRIPTION:
One year of experience in the field or related area.
High School diploma, GED, or equivalent certification.
Computer literacy with the ability to quickly learn new software programs.
Demonstrated ability to follow procedures and meet quality and production standards set for the position or equivalent.
excellent organizational, interpersonal, written, and verbal communication skills; ability to perform comfortably in a fast-paced, deadline-oriented work environment.
Ability to successfully execute many complex tasks simultaneously.
Ability to work as a team member, as well as independently; and computer literacy with the ability to quickly learn new software programs.
Preferred qualifications include experience in a health or human services field dealing with the public in a call center environment.
JOB RESPONSIBILITIES:
Responds to inbound 800-line calls and completes outbound support calls, provides responses to questions, and in specific instances, refers callers to the appropriate supervisor, county or state agency representatives for service and/or when problems or concerns occur.
Assists beneficiaries by completing enrollment transaction request transactions, as applicable.
Maintains updated knowledge of the Client program, including its policies and procedures as referenced in the employee manual and other policies adopted by corporate, the project and/or client and as referenced in desk procedures for the position.
Maintains knowledge of contract compliance provisions of the project and meets those provisions that are applicable to this job position.
Follows policies and procedures applicable to the position.
Recruiter Contact Info
Gurjant Singh
Phone: ************
Email: **********************************
************************
I'd love to talk to you if you think this position is right up your alley, and assure prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you.
Company Overview:
Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally: as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with a service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients' businesses forward.
Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Applicants with criminal histories are considered in a manner that is consistent with local, state and federal laws.
$20.3 hourly 2d ago
Wealth Management Operations - Client Service Associate
Plante Moran 4.7
Client service specialist job in Columbus, OH
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
ClientServices 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 clientservice 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 clientservice 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.
Clientservice 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
$36k-47k yearly est. 3d ago
Customer Service Representative
Concero
Remote client service specialist job
We are looking for a dedicated and empathetic Inbound/Outbound Call Center Representative to join our Patient Services team. In this role, you will be responsible for making inbound/outbound calls to an existing patient list to schedule doctor appointments. The ideal candidate will have excellent communication skills, a compassionate approach to patient interactions, and the ability to manage a high volume of calls efficiently.
Key Responsibilities:
Outbound Calling:
Make a minimum of 25 outbound calls per hour to existing patients to schedule doctor appointments.
Inbound:
Take high volume incoming calls from patients to assist in scheduling doctor appointments. Navigate through multiple applications to answer insurance and account questions.
Appointment Scheduling:
Accurately book and confirm appointments based on patient availability and doctor schedules with a goal of setting a minimum of 125 appointments per month.
Patient Interaction:
Engage with patients in a courteous and professional manner, addressing their questions or concerns and providing relevant information about their appointments.
Data Management:
Update patient information, appointment details, and call outcomes in the company's scheduling and CRM systems.
Documentation:
Maintain accurate records of patient interactions and appointment status, ensuring all information is entered correctly and promptly.
Compliance:
Adhere to privacy regulations and company policies regarding patient information and appointment scheduling.
Feedback and Improvement:
Report any issues or patient feedback to the Call Center Manager to help improve processes and patient satisfaction.
Performance:
Maintain and exceed company metrics for outbound and inbound calls and appointments set.
Qualifications:
Experience:
Previous experience in a call center or customer service role is preferred, particularly in a healthcare or insurance setting. Training will be provided.
Communication Skills:
Strong verbal communication skills with a focus on clear, compassionate, and effective patient interaction.
Organizational Skills:
Excellent organizational skills with the ability to manage multiple tasks and maintain a high level of productivity.
Technical Proficiency:
Familiarity with scheduling software and CRM systems is a plus; proficiency in data entry and technical aptitude use required.
Attention to Detail:
High attention to detail to ensure accuracy in scheduling and patient information.
Empathy:
Ability to approach each call with empathy and professionalism, particularly when dealing with sensitive patient information.
Working Conditions:
Schedule:
Full-time. Flexibility in scheduling may be required based on call volume and patient needs. Hours are Monday-Friday between the hours of 8:30-6:00. There are occasional Saturdays based on Company needs
Environment:
Remote work environment.
Noise Requirements:
Must be able to provide and maintain a quiet, distraction-free workspace with
zero background noise
to ensure clear, professional-quality inbound and outbound calls.
$26k-34k yearly est. 2d ago
Customer Service Enrollment Specialist - In Office
The Whittingham Agencies
Client service specialist job in Plain City, OH
Crafting Brighter Futures for Businesses & Families across the US
At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client.
As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of our company, embodying our values and commitment.
Primary Responsibilities:
Engage with clients to understand their financial goals and concerns.
Present tailored solutions to safeguard their assets effectively.
Maintain a pulse on the industry, ensuring you offer the best and most updated advice.
Foster relationships and ensure our clients always have someone they can turn to.
Why Work With Us?
Flexible Scheduling: Enjoy the benefits of a full-time role that has flexible hours.
Unlimited Earning Potential: Your dedication determines your earnings*.
Company Culture: At our company people are ambitious but respectful, high-energy, and treat every member like family. We do (optional) company outings frequently!
Grow with Us: Dive into continuous learning and development opportunities.
Application Process:
Submit Your Application: No stringent qualifications needed. We believe in potential.
Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day.
Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions.
FAQs:
When will I hear back after applying? Typically, within 24 hours.
Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation.
What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our reps have seen exponential career growth within our organization.
* This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance.
State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.
$65k yearly 11d ago
Customer Service Representative
Randstad USA 4.6
Client service specialist job in Columbus, OH
As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate marketing strategies when communicating with customers.
Key Responsibilities:
Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing.
Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.
Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws.
Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.
Setting goals and expectations to achieve success in the role as well as future opportunities.
May perform other duties as assigned.
Education:
High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
License/Certification/Designation:
ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.
Experience:
One year of experience in customer service, sales related occupations.
Knowledge, Skills and Ability:
Knowledge of various insurance products and the sales process.
Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states.
Understands the consequences of not following the FINRA rules and regulations.
Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software.
Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers.
Other criteria, including leadership skills, competencies and experiences may take precedence.
$28k-35k yearly est. 4d ago
Licensed Customer Service Representative
Commonwealth Casualty Company
Remote client service specialist job
The Customer Service Representative is responsible for delivering high-quality support to policyholders and prospective customers. This entry-level role ensures a positive customer experience by answering questions, resolving issues, processing policy updates, and providing accurate information in a timely and professional manner.
Duties and Responsibilities:
· Manage multiple tasks and priorities while efficiently navigating various systems to perform job functions.
· Demonstrate a strong understanding of company procedures, processes, tools, and systems.
· Take full ownership of customer accounts during the review and servicing process.
· Maintain accurate internal records by archiving all necessary documentation and evidence.
· Develop and maintain strong knowledge of company products, pricing, underwriting guidelines, and policy features.
· Receive, investigate, and respond to all customer inquiries, concerns, and complaints in a timely and professional manner.
· Request, track, and follow up on any missing or required information from customers.
· Provide accurate quotations, pricing details, and policy information to new and existing customers.
· Successfully complete the sales process in accordance with the company's regulatory requirements.
· Answer incoming calls promptly, professionally, and courteously while maintaining excellent customer service standards.
Job Requirements
· High school diploma or equivalent required.
· Active insurance license (Property & Casualty)
· Bilingual skills are a plus (Spanish/English preferred).
· Ability to learn and apply insurance guidelines, processes, and systems.
· Ability to thrive in a fast-paced, high-pressure environment while maintaining accuracy and professionalism.
· Proficient in Microsoft Office applications and comfortable handling phone communications with a professional disposition
· Time-management skills
· Customer-focused mindset with strong problem-solving skills
· Previous customer service experience preferred.
· Candidates are required to complete a basic computer proficiency and customer service skills test and achieve an acceptable passing score.
Work Environment & Schedule
· Standard schedule: Monday-Friday; Currently hiring for shifts between 5:00 AM and 6:00 PM MST and the schedule will vary depending on call center needs at the time of hiring.
· In-office position and require on-site attendance for all scheduled shifts for Arizona.
· Remote position available for out-of-state applicants only, and this position requires
the schedule to accommodate Arizona time.
$28k-37k yearly est. 3d ago
ENTRY LEVEL - Customer Service Rep - WORK FROM HOME!!
Teksystems 4.4
Remote client service specialist job
Join one of World's Largest Hotel Call Centers in Arizona! Permanent Work from Home Opportunity! *Must live in Phoenix, AZ or surrounding area* *Entry Level Customer Service Rep - Work From Home* ABOUT COMPANY: Celebrating 75 years of hospitality, is an award-winning global network of hotels located in over 100 countries and territories that offers
accommodations for all types of travelers.
Entry Level Customer Service Rep WORK FROM HOME JOB FUNCTIONS:
--Answer incoming calls from prospective guests and travel agents.
--Assist with booking new reservation or updating a prior requests
--Handle all general questions or inquiries
Entry Level Customer Service Rep WORK FROM HOME EQUIPMENT:
All equipment is provided by client just need High Speed Internet. Client gives $50/monthly towards internet
Entry Level Customer Service Rep WORK FROM HOME PAY:
$17.00 per hour, $18.70 for hours after 6pm.
----- Can earn $200-400 extra per month for hitting goals
Entry Level Customer Service Rep WORK FROM HOME SHIFT:
* Must be able to work any 8 hour shift Mon-Sun between one of the shift ranges below.
* Must be available to work weekends!!
AM Shift - 4:00am - 4:30pm (8 hours within window)
MID Shift - 8:30am - 8:30pm (8 hours within window)
PM Shift - 12:30pm - Midnight (8 hours within window)
Interested candidates please apply!!
*Job Type & Location*This is a Contract to Hire position based out of Phoenix, AZ.
*Pay and Benefits*The pay range for this position is $17.00 - $17.00/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a fully remote position.
*Application Deadline*This position is anticipated to close on Jan 30, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$17-17 hourly 17h ago
Customer Service Representative
Thermoid
Client service specialist job in Bellefontaine, OH
The Customer Service Representative supports Thermoid's customers by providing accurate product and service information, processing orders, resolving delivery and service issues, and coordinating closely with internal teams. This role requires strong verbal communication skills, confident phone interaction, and excellent time management to ensure daily tasks are completed accurately and on schedule. The ideal candidate is proactive, motivated, and eager to take on additional responsibilities to support team success.
Principal Duties and Responsibilities:
Customer Support & Order Processing
• Answer customer questions by phone and email, requiring clear, confident verbal communication and a professional demeanor.
• Process customer orders and respond promptly to sales and service inquiries.
• Provide accurate quotes and lead times for new and existing products.
• Maintain customer records with up-to-date account information.
• Assist in resolving customer credit issues and documentation needs.
Customer Outreach Responsibilities
• Conduct proactive outreach, with an emphasis on phone-based communication, to follow up on open orders, quotes, delivery timing, backorders, and general service needs. This outreach is essential to driving excellence in customer service, strengthening customer relationships, and ensuring customers receive clear, timely, and accurate communication throughout the order lifecycle.
• Document all outreach interactions accurately in D365 per established company standards.
• Support Thermoid's Customer Outreach Program by completing required weekly outreach activities.
Issue Identification & Resolution
• Clarify customer complaints or delivery issues, determine root cause, and recommend the best solution.
• Coordinate internally to expedite corrections, adjustments, or order updates, ensuring timely follow-up.
• Initiate paperwork including credits, complaints, RMAs, and internal requests on behalf of customers.
Administrative Responsibilities
• Perform clerical tasks such as filing, data entry, correspondence, and document preparation for the sales and service departments.
• Ensure accurate and consistent communication across Manufacturing Operations, Scheduling/Planning, Quality, Engineering, Finance, Sales, and Marketing.
Performance & Team Responsibilities
• Demonstrate strong time management and ensure daily tasks are completed consistently and accurately.
• Work with a high degree of motivation and ownership; proactively seek opportunities to take on additional responsibilities that support the team.
• Participate in improving workflow, customer experience, and cross-departmental communication as business needs evolve.
Experience and Education:
• Associate's Degree preferred; equivalent experience considered.
• Minimum of two years of customer service experience preferred, ideally in a manufacturing or industrial setting.
• Friendly, helpful, customer-focused approach with strong problem-solving skills.
• Proven attention to detail, accuracy, and consistency in following procedures.
• Strong time-management, task prioritization, and organizational abilities.
Technical Skills:
• Proficiency with Microsoft Office, especially Outlook and Excel.
• Strong verbal and written communication skills; high comfort level handling phone-based customer interaction.
• Ability to perform basic math and geometry calculations.
• Experience with ERP or order-entry systems; ability to learn new systems quickly (D365 preferred but not required).
• Solid administrative and documentation skills.
Organizational Relationships:
• Reports to: Customer Service Manager
• Internal communication with: Manufacturing Operations, Quality, Planning/Scheduling, Engineering, Finance, Sales, and Marketing.
• External communication with: Customers and distributors to maintain strong partnerships and support coordination.
HBD Industries is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
HBD NOTICE OF COLLECTION - CALIFORNIA - December 2022
Please click on this link to view the notice.
$27k-35k yearly est. 3d ago
Customer Service Advisor - Yellow Springs - Yellow Springs, OH
Wesbanco Bank Inc. 4.3
Client service specialist job in Yellow Springs, OH
Back 176d Customer Service Advisor - Yellow Springs #32-8219 Yellow Springs, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Yellow Springs, OH.
Market Cincinnati Work Hours per Week 37.5 Requirements
High school diploma or GED required.
Banking, cash handling, sales, and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
Essential Functions:
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Cross-selling of Bank's products and services
Business development (inside and outside)
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals.
Educates bank team on uncovering opportunities to help advance financial wellness of customers.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Cross trained and expected to assist with operational duties.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Yellow Springs, Ohio, United States
$31k-35k yearly est. 3d ago
Member Enrollment Representative
Christian Healthcare Ministries 4.1
Client service specialist job in Circleville, OH
At Christian Healthcare Ministries (CHM), we exist to glorify God, show Christian love, and serve members of the Body of Christ by sharing each other's medical bills.
The Member Enrollment Representative (MER) plays a vital role in this mission by increasing membership through various communication channels while delivering exceptional member experience. The MER is responsible for converting sales leads into new memberships, guiding prospective members through the enrollment process, and ensuring that every interaction reflects CHM's core values and commitment to service excellence.
WHAT WE OFFER
Compensation based on experience.
Faith and purpose-based career opportunity!
Fully paid health benefits
Retirement and Life Insurance
12 paid holidays PLUS birthday
Professional Development
Paid Training
ESSENTIAL JOB FUNCTIONS
Meet sales targets, goals, and performance expectations.
Engage in inbound and outbound phone sales (no cold calling) to assist and guide prospective members through the enrollment process.
Establish referrals, build relationships, and develop contacts with potential prospects.
Respond promptly and professionally to prospective member calls and inquiries.
Ensure delivery of high-quality, Christ-centered service.
Address member questions, concerns, and provide thoughtful recommendations.
Assist in retaining memberships when appropriate.
Respond to emails, calls, and voicemail promptly.
Clearly explain CHM guidelines, programs, and options to members.
Offer suggestions for improvement to the Member Enrollment Supervisor and Team Leader.
Maintain professionalism, empathy, and a positive attitude.
Demonstrate strong communication skills in both phone and written correspondence.
Uphold CHM's Core Values and Mission Statement in all interactions.
Collaborate with other departments, including Member Services, Marketing, and Communications, to ensure seamless member experience.
Gain a deep understanding of the Member Enrollment Team's structure and objectives.
Input, track, and manage prospects using HubSpot and internal CHM systems.
Develop ongoing relationships with prospects through consistent and intentional follow-up.
OTHER FUNCTIONS
Demonstrate Christian values and adhere to ethical and legal business practices.
Support CHM initiatives and departmental goals as assigned.
EDUCATION, EXPERIENCE & SKILLS REQUIRED
Prior experience in online or phone-based sales (preferred).
College education or equivalent work experience (preferred).
Strong verbal and written communication skills, including professional phone and email etiquette.
Proficiency in CHM guidelines, programs, and policies (training provided).
Competence with Microsoft Office Suite and CRM tools such as HubSpot.
Excellent organizational and time management skills with the ability to handle multiple priorities.
Self-motivated, collaborative, and committed to teamwork.
Strong problem-solving and conflict resolution skills.
Willingness to ask questions, seek guidance, and support team initiatives.
TRAINING & DEVELOPMENT
New representatives will complete a structured training program designed to build a strong understanding of CHM's membership process, communication tools, and ministry values. Ongoing professional development and mentorship opportunities are also provided.
WORKING CONDITIONS
Must adhere to organizational policies and procedures as outlined in the employee handbook.
Occasional travel may be required for ministry or business purposes.
Flexibility to work hours between 8:00 a.m. and 6:00 p.m., based on department needs.
Requires extended periods of sitting, working on a computer, and communicating by phone or email.
Strong reasoning and problem-solving abilities to overcome objections and assist prospective members effectively.
About Christian Healthcare Ministries
Founded in 1981, Christian Healthcare Ministries (CHM) is a health care sharing ministry for Christians. CHM is a nonprofit, voluntary cost-sharing ministry through which participating Christians meet each other's medical bills. The mission of CHM is to glorify God, show Christian love, and experience God's presence as Christians share each other's medical bills.