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  • Customer Specialist - Work from Home ($18.50 per hour plus Bonus)

    Turbotax

    Remote client services administrator 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 Sunday⁓ 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 Sunday⁓ 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.
    $26k-47k yearly est. 23d ago
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  • Customer Service Specialist

    Us Tech Solutions 4.4company rating

    Remote client services administrator job

    Job Details: Job Title: Customer Services Specialist II Work from home: Monday & Friday Onsite: Tuesday, Wednesday & Thursday Duration: 6 Months Summary: Reviews analyzes, evaluates, validates provider/producer information against business/credentialing requirements and maintains information on Credentialing databases. Supports extensive research and analysis of sensitive provider/producer issues; addresses data integrity issues. Process agent onboarding contracts. Verify insurance licenses, add appointments. Work with agents to ensure records are complete and validated. Utilize various systems and websites to ensure accuracy. Job Responsibility Reviews analyzes, evaluates, validates provider/producer information against business/credentialing requirements and maintains information on Credentialing databases. Supports extensive research and analysis of sensitive provider/producer issues; addresses data integrity issues. Process agent onboarding contracts. Verify insurance licenses, add appointments. Work with agents to ensure records are complete and validated. Utilize various systems and websites to ensure accuracy. Required Qualifications High School Diploma or GED (required) 1-3 years of customer service experience Insurance industry knowledge (preferred) Strong attention to detail and quality standards Excellent organizational skills with the ability to prioritize and manage multiple tasks Strong analytical and research skills Ability to work independently with minimal supervision Excellent verbal and written communication skills (emails, memos, letters) Ability to handle confidential information reliably and tactfully Proficiency with Microsoft Office applications (Word, Excel, Access) and internet-based tools Ability to build and maintain effective working relationships with internal teams and external partners Education Master's Degree level Family Nurse Practitioner program with current National Board Certification and State of Employment license to practice in the Advanced Practice Nurse role. About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is 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 status as a protected veteran. Recruiter Details: Name:- Pihul Kumar Raj Email:- **************************** Internal Id #- 25-55013
    $26k-32k yearly est. 2d ago
  • Client Experience Specialist (100%Remote - Chicago Area Preferred)

    Win Home Inspection 4.0company rating

    Remote client services administrator job

    Job Description for Client Experience Specialist (100% Remote - Chicago Area Preferred): šŸ‘‰ Do you thrive on creating positive experiences and solving problems for others? We're hiring a Client Experience Coordinator to support our franchise owners by building strong relationships, coordinating with internal teams, and helping deliver solutions that make an impact. About the Role We're looking for a Client Experience Specialist who enjoys variety, thrives in a collaborative environment, and takes pride in helping others succeed 🌟. In this role, you'll build trusted relationships with our franchise owners while also working closely with colleagues across marketing, training, and operations. Some days you'll be connecting with franchise owners, understanding their needs, and coordinating support. Other days you'll be reviewing a marketing initiative for relevance, helping organize a training session, or assisting with an operational rollout. You'll never be expected to know it all, you'll always have expert teammates to lean on, but over time, you'll grow your expertise so you can guide franchisees directly with confidence. This role is ideal for someone with excellent people skills, strong organizational instincts, and the ability to juggle multiple priorities while keeping a positive, solutions-oriented mindset. What You'll Do: Serve as a trusted point of contact for franchise owners, building strong relationships Champion and coordinate requests with internal marketing, training, and operations teams Provide responsive, empathetic support and follow-through on client needs Contribute to projects such as training programs, marketing reviews, and process improvements Deepen your knowledge of our systems and processes to provide more direct guidance over time What We're Looking For: Friendly and empathetic with strong people and communication skills Natural leader with a drive to grow professionally and personally Quick learner, organized, and persistent in getting things done 3+ years of Experience collaborating with cross-functional teams (marketing, training, or operations) Why WIN 100% remote role (Chicago-area candidates preferred) Collaborative, inclusive culture built on respect and growth Health, dental, vision insurance + PTO + 401(k) match Career development and advancement opportunities A team that values working hard, having fun, and celebrating success together
    $61k-109k yearly est. Auto-Apply 58d ago
  • Remote Client Success Specialist - 100% Commission | Raleigh, NC (TSG-20251201-001)

    Strickland Group LLC 3.7company rating

    Remote client services administrator job

    Job DescriptionAbout The Strickland Group: The Strickland Group is a family-driven, vision-first financial services agency helping families protect and build wealth through life insurance and retirement solutions. This is a 100% commission, remote role with flexible hours, mentorship, and a clear path to agency ownership. You'll meet with warm leads, uncover needs, present options, and help clients put protection in place. Training is provided; no experience required, but strong work ethic, coachability, and a desire to grow are musts.
    $45k-85k yearly est. 29d ago
  • Client Experience Specialist - Eastern time US Based Remote

    Anywhere Real Estate

    Remote client services administrator job

    The **Client Experience Specialist** is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process. The key to success in this role is the ability to multitask, problem solve and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands. **This position is 100% remote and will support various markets.** **Responsibilities:** + Perform non- licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner. + Collaborate closely with agent services department, agents and/or other third parties to ensure all proper documentation has been received for compliance in the transaction file and in the appropriate systems. + Organize all transaction details in applicable systems while providing continuous, timely and appropriate updates to all parties. + Serve as the deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. + Coordinate and/or confirm scheduling of home inspections, appraisals and closings with all deal parties. + Regularly update and manage communication with all parties involved in the transaction. + Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience. **Experience** + Minimum of 2 years real estate, mortgage, title, transaction coordination/processing experience strongly preferred or solid experience with the real estate transaction process at a high volume An individual should demonstrate the following competencies: + Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment. + People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. + Technical- ability to learn and navigate multiple software systems with an elevated level of competency. + Critical Thinking/Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality. + Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things. + Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues. + Quality Assurance- the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality. + Adaptability-the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient. + Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support. **Anywhere is proud to offer a comprehensive benefits package to our employees including:** + Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D + 401(k) savings plan with company match + Paid Time Off to Include Holidays, Vacation Time, and Sick Time + Paid Family & Paternity Leave + Life Insurance + Business Travel Accident Insurance + All employees receive access to LinkedIn Learning + Tuition reimbursement for approved programs + Employee Referral Program + Adoption Assistance Program + Employee Assistance Program + Health and Wellness Program and Incentives + Employee Discounts + Employee Resource Groups Coldwell Banker (******************************** is one of the world's leading brands for the sale of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries. Coldwell Banker is a subsidiary of Anywhere Real Estate Inc. Anywhere Real Estate Inc. (************************ **(NYSE: HOUS) is moving real estate to what's next.** Home to some of the most recognized brands in real estate Better Homes and Gardens Real Estate (*********************** , Century 21 (*************************** , Coldwell Banker (******************************** , Coldwell Banker Commercial (****************************** , Corcoran (************************** , ERA (********************* , and Sotheby's International Realty (*********************************** , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world. **At Anywhere, we are empowering everyone's next move - your career included.** What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. **We value our people-first culture,** which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report (********************************************************************** . We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including: + Great Place to Work + Forbes World's Best Employers + Newsweek World's Most Trustworthy Companies + Ethisphere World's Most Ethical Companies EEO Statement: EOE including disability/veteran
    $51k-90k yearly est. 4d ago
  • Client Success Specialist

    Cohere Health

    Remote client services administrator job

    We are seeking a Client Success Specialist to join our Client Management Team. In this role, you will support the client's success by being a key liaison between Customer Success and other internal teams. You will support the Client Success Manager through process development, improvements, reviewing data and organizational support. You will partner closely with the Client Success Manager and cross functional stakeholders to help ensure alignment and drive success. This is an opportunity to cultivate relationships across the client organization to develop insights, shaping how they perceive the value we deliver, and ensuring that they are receiving the best support possible. What you'll do: Assist the Client Success Manager with day-to-day activities including email correspondence, follow-ups, ticket tracking, meeting notes, and general administrative support. Manage the client-facing inbox: triage incoming emails, respond to inquiries, escalate issues when necessary, and ensure timely resolution of all client needs. Monitor and manage client-submitted support tickets through to resolution, coordinating with relevant internal teams as needed. Analyze client data and key metrics to generate insights that support both internal decision-making and client-facing initiatives. Lead and support Client Success Managers on cross-functional projects, including external communication strategy, implementation support, training material development, and acting as a liaison with internal teams Proactively identify opportunities to improve the client experience by gathering feedback, monitoring trends, and recommending enhancements to processes or services. What you'll need: Bachelors degree in related field 1-3 years in a role supporting account management, client success, or a similar role. Proven expertise in administrative support, cross-functional collaboration, and project management support. Strong skills in communication, troubleshooting, organization, and the ability to adapt and remain flexible in a fast-paced environment. Must be passionate about contributing to a culture that values consistent delivery of a proactive, supportive, and partner-oriented experience Familiarity with Salesforce, Confluence, JIRA and Google Suite a plus Demonstrated success in expanding skill sets through hands-on experience in unfamiliar areas, showing adaptability and initiative Project management skills, including planning, execution, and cross-functional coordination Healthcare domain experience is strongly preferred. Direct experience working with health plans is preferred Pay & Perks: šŸ’» Fully remote opportunity with about 10% travel 🩺 Medical, dental, vision, life, disability insurance, and Employee Assistance Program šŸ“ˆ 401K retirement plan with company match; flexible spending and health savings account šŸļø Up to 184 hours (23 days) of PTO per year + company holidays šŸ‘¶ Up to 14 weeks of paid parental leave 🐶 Pet insurance The salary range for this position is $68,000 to $78,000 annually; as part of a total benefits package which includes health insurance, 401k and bonus. In accordance with state applicable laws, Cohere is required to provide a reasonable estimate of the compensation range for this role. Individual pay decisions are ultimately based on a number of factors, including but not limited to qualifications for the role, experience level, skillset, and internal alignment. Interview Process*: Connect with Talent Acquisition for a Preliminary Phone Screening Meet your Hiring Manager! Behavioral Interview(s) *Subject to change About Cohere Health: Cohere Health's clinical intelligence platform delivers AI-powered solutions that streamline access to quality care by improving payer-provider collaboration, cost containment, and healthcare economics. Cohere Health works with over 660,000 providers and handles over 12 million prior authorization requests annually. Its responsible AI auto-approves up to 90% of requests for millions of health plan members. With the acquisition of ZignaAI, we've further enhanced our platform by launching our Payment Integrity Suite, anchored by Cohere Validateā„¢, an AI-driven clinical and coding validation solution that operates in near real-time. By unifying pre-service authorization data with post-service claims validation, we're creating a transparent healthcare ecosystem that reduces waste, improves payer-provider collaboration and patient outcomes, and ensures providers are paid promptly and accurately. Cohere Health's innovations continue to receive industry wide recognition. We've been named to the 2025 Inc. 5000 list and in the Gartner Hype Cycleā„¢ for U.S. Healthcare Payers (2022-2025), and ranked as a Top 5 LinkedInā„¢ Startup for 2023 & 2024. Backed by leading investors such as Deerfield Management, Define Ventures, Flare Capital Partners, Longitude Capital, and Polaris Partners, Cohere Health drives more transparent, streamlined healthcare processes, helping patients receive faster, more appropriate care and higher-quality outcomes. The Coherenauts, as we call ourselves, who succeed here are empathetic teammates who are candid, kind, caring, and embody our core values and principles. We believe that diverse, inclusive teams make the most impactful work. Cohere is deeply invested in ensuring that we have a supportive, growth-oriented environment that works for everyone. We can't wait to learn more about you and meet you at Cohere Health! Equal Opportunity Statement: Cohere Health is an Equal Opportunity Employer. We are committed to fostering an environment of mutual respect where equal employment opportunities are available to all. To us, it's personal. #LI-Remote #BI-Remote
    $68k-78k yearly Auto-Apply 28d ago
  • Client Experience Specialist

    Atticus

    Remote client services administrator job

    At any given time, 16 million Americans are experiencing a crisis that requires urgent help from our legal system or government. The right assistance could transform their lives. But today, most never get it. Atticus makes it easy for any sick or injured person in crisis to get the life-changing aid they deserve. In the last six years, we've become the leading platform connecting people with disabilities to government benefits. We also help victims of accidents, misconduct, and violence get compensation from insurance. So far, we've gotten thousands of people access to over $4B in life-changing aid, and we're just getting started. We've helped more than 110,000 people in need (see our 16,000+ five-star reviews) and raised more than $100 million from top VC firms like Fika, Forerunner, GV (Google Ventures), and True Ventures. (We closed our Series C round in April 2025, so we're well-funded for the foreseeable future.) In 2025, our team grew from 151 to 210, and we expect to grow again in 2026. The Job Each day, hundreds of people seek our help getting disability benefits or insurance compensation. They're intimidated by the process, unsure where to turn, and desperate for good advice. As part of our Client Experience team, your job is to get them on the right path. You'll spend each day communicating on the phone with clients to understand their situation, figure out whether we can help them, and advise them on the next steps. You'll become an expert on a complex and interesting field, learn to rapidly navigate our internal tech platforms and tools (Salesforce, Front, etc.), and help hundreds of ordinary people (each with a unique story) every week. You'll be measured by and compensated for the impact you have on our clients. This job is different from traditional customer service or sales: Our service is totally free, and clients are desperate for our help - so you'll rarely talk to an angry customer. The conversations are deeply rewarding, and clients are profoundly grateful. You will have to navigate conversations on deeply personal and sad topics, gently but quickly offer guidance, and handle many different interactions over the course of a day. Please note: You don't need any prior legal knowledge or experience to excel in this job. Qualifications Required: You have at least three years of professional work experience, and have succeeded in jobs that involve talking to customers all day (CX, sales, support, hospitality, etc.). You care about people and can interact with folks from all walks of life; you're able to simultaneously be supportive to a person in crisis and quickly drive a conversation. You're a quick learner and a competent writer, able to master complex new topics and platforms when given instruction and support. Preferred: You've had a metrics-driven role and you exceeded the goals set for you and outperformed your peers. You've previously worked at high volume, high-performing service/sales/support team from a company known for great customer service. We are strongly committed to building a diverse team. If you're from a background that's underrepresented in tech, we'd love to meet you. Salary and Benefits This is a rare opportunity to join a startup that has strong traction (substantial funding, well-respected backers, tremendous growth, and many happy customers) but is still small enough that you can have a huge impact and play a role in shaping our culture. We're a certified B Corporation tackling a critical social problem. Our mission to help people in need drives everything we do, and your work here will touch many lives. We offer competitive pay - including equity, bonus, and generous benefits: Medical and dental insurance with 100% of employee premiums covered 15 vacation days & ~20 paid holidays each year (including two weeks at end-of-year) Free membership to OneMedical $600/year reimbursable stipend for internet service $1,000 reimbursable stipend for education and training outside of work Up to $1,200/year student loan repayment assistance 401(k) and optional HSA/FSA Humble, thoughtful, smart, fun colleagues We anticipate the base salary band for this role will be between $60,000 and $75,000 in addition to equity, benefits, and an uncapped monthly bonus structure. Under the current bonus compensation plan, top performers are earning over $100,000 in total compensation. The salary at offer will be determined by a number of factors such as candidate's experience, knowledge, skills, and abilities, as well as internal equity among our team. Location This job is fully remote and we're committed to empowering everyone with flexibility. We care a lot about building a great culture and we think some interactions need to happen in person, so we put a lot of thought into retreats, offsites, and other ways to gather.
    $60k-75k yearly Auto-Apply 60d+ ago
  • Client Experience Specialist - Eastern time US Based Remote

    Anywhere, Inc. 3.7company rating

    Remote client services administrator job

    The Client Experience Specialist is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process. The key to success in this role is the ability to multitask, problem solve and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands. This position is 100% remote and will support various markets. Responsibilities: Perform non- licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner. Collaborate closely with agent services department, agents and/or other third parties to ensure all proper documentation has been received for compliance in the transaction file and in the appropriate systems. Organize all transaction details in applicable systems while providing continuous, timely and appropriate updates to all parties. Serve as the deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. Coordinate and/or confirm scheduling of home inspections, appraisals and closings with all deal parties. Regularly update and manage communication with all parties involved in the transaction. Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience. Experience Minimum of 2 years real estate, mortgage, title, transaction coordination/processing experience strongly preferred or solid experience with the real estate transaction process at a high volume An individual should demonstrate the following competencies: Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment. People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. Technical- ability to learn and navigate multiple software systems with an elevated level of competency. Critical Thinking/Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality. Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things. Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues. Quality Assurance- the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality. Adaptability-the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient. Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support. Anywhere is proud to offer a comprehensive benefits package to our employees including: Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D 401(k) savings plan with company match Paid Time Off to Include Holidays, Vacation Time, and Sick Time Paid Family & Paternity Leave Life Insurance Business Travel Accident Insurance All employees receive access to LinkedIn Learning Tuition reimbursement for approved programs Employee Referral Program Adoption Assistance Program Employee Assistance Program Health and Wellness Program and Incentives Employee Discounts Employee Resource Groups
    $30k-41k yearly est. Auto-Apply 5d ago
  • Client Advocate Specialist

    Health Catalyst 4.7company rating

    Remote client services administrator job

    Join one of the nation's leading and most impactful health care performance improvement companies. Over the years, Health Catalyst has achieved and documented clinical, operational, and financial improvements for many of the nation's leading healthcare organizations. We are also increasingly serving international markets. Our mission is to be the catalyst for massive, measurable, data-informed healthcare improvement through: Data: integrate data in a flexible, open & scalable platform to power healthcare's digital transformation Analytics: deliver analytic applications & services that generate insight on how to measurably improve Expertise: provide clinical, financial & operational experts who enable & accelerate improvement Engagement: attract, develop and retain world-class team members by being a best place to work Role: Client Advocate SpecialistProduct Team: CRStarLocation: US RemoteTravel: Provide first line of support for client questions and issues. Assist in issues pertaining to the use of the software. Engage with clients to better understand changing needs and priorities, in turn to help prioritize new features and services. Develop and maintain client relationships; proactively engage with clients in designated territory to understand their utilization, changing needs, broader circumstance around registry engagement with the cancer center administration with the goal of engaging with Registry Team leaders, Cancer Center leaders or Oncology Service Line leaders. Coordinate implementation efforts with new clients to include building the plan, training and set up Engage with regional state associations with the objective of establishing leadership credentials. Attend regional state and national conferences as needed. Maintain knowledge of state and national standards Assist and coordinate with the Manager of Education to provide ongoing education and training for existing clients. Assist the Director, Growth with new prospects in the designated region, which may include software demonstrations on line or on site Periodically, support continuing Product Management and enhancement efforts Periodically, support Software quality and testing efforts as needed. Become the Subject Matter Expert in one key area that will support the company's objectives. What you bring to this role: Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers Excellent computer proficiency (MS Office - Word, Excel and PowerPoint) Good presentation skills At least 3 years Cancer Registry experience, preferably with CRStar. Active Certified ODS-C, certification required Information Security and Compliance Responsibilities: Maintain compliance with training directives required by the organization pertaining to Information Security, Acceptable Use Policy and HIPAA Privacy and Security. Adhere to and comply with the organizations Acceptable Use Policy. Safeguard information system assets by identifying and reporting potential and actual security events to the organizations Security and Compliance Officers. The above statements describe the general nature and level of work being performed in this job function. They are not intended to be an exhaustive list of all duties, and indeed additional responsibilities may be assigned by Health Catalyst. Studies show that candidates from underrepresented groups are less likely to apply for roles if they don't have 100% of the qualifications shown in the job posting. While each of our roles have core requirements, please thoughtfully consider your skills and experience and decide if you are interested in the position. If you feel you may be a good fit for the role, even if you don't meet all of the qualifications, we hope you will apply. If you feel you are lacking the core requirements for this position, we encourage you to continue exploring our careers page for other roles for which you may be a better fit. At Health Catalyst, we appreciate the opportunity to benefit from the diverse backgrounds and experiences of others. Because of our deep commitment to respect every individual, Health Catalyst is an equal opportunity employer.
    $42k-70k yearly est. Auto-Apply 50d ago
  • Client Access Specialist

    Neighborhood Service Organization Inc. 3.9company rating

    Remote client services administrator job

    Job Title: Client Access Specialist Department: Centralized Patient Access Reports To: Client Access Manager FLSA Status: non-Exempt Client Access Specialists will provide exceptional customer service and knowledge of NSO's programs, services, and policies to assist callers with inquiries, requests, appointments, complaints, verifications, and problems. They must meet or exceed key performance metrics while handling a high volume of inbound calls in a fast-paced environment. Successful candidates must possess strong communication skills, time management, and organizational skills. This position promotes the mission, vision, values and strategic plan of Neighborhood Service Organization and helps to achieve the strategic goals and objectives of the unit in an administrative capacity for specified NSO clinics. Requirements and Duties Answer high volume of phone calls, route, and respond appropriately Schedule appointments for consumers Confirm upcoming appointment times and reschedule if necessary Monitor clinician calendars and schedule appointments Perform insurance verification and confirm consumer demographic and contact information Register new consumers in the electronic medical records system Monitor for referrals and conduct follow up activities Perform other clerical duties such as filing, photocopying, transcribing and faxing Manage patient demographic and personal information. Issue medical files to persons and agencies compliant to all NSO policies, state and federal laws, including HIPAA regulations. Compile, verify, type, file medical records, correspondence, and reports Update records upon receipt of new information Assist with departmental / unit audits and investigations. Distribute medical charts to the appropriate departments / units within NSO. Maintain quality and accurate records by following NSO procedures. Ensure consumer charts, paperwork and reports are completed in an accurate and timely manner. Ensure all medical records are protected and kept confidential Other duties as assigned. Work Environment Works in an office environment and uses a computer, telephone and other office equipment as needed, to perform duties. The noise level in the work environment is typical of that of an office with occasional contact with consumers/patients. Bends, stoops and reaches in order to file, search for and retrieve records and documents. Manual dexterity and regular fine-finger and hand/wrist motions are required for operating a keyboard, writing and filing. Must be able to lift up to 15lbs on occasion Seeing/vision, talking/speaking and listening/hearing are continuously required. Frequently required to sit & stand during working hours Frequently required to sit, walk or drive. Occasionally required to travel between work locations. Requirements Qualifications: Education : High School Diploma or equivalent Minimum Required Experience 1-year minimum experience in a call center, administrative assistant, receptionist or related role Additional Requirements Proficiency in MS Office (Word, Excel, PowerPoint & Outlook) Proficiency in electronic medical records systems Ability to learn additional software Proficiency in general office equipment (PC, printer/fax/copier, telephony system) Proficiency in data entry, filing Valid Michigan Driver's license/access to private transportation. Required Skills/Abilities: Excellent verbal and written communication skills. Proficient in Microsoft Office Suite or related software. Experience working remotely and proficient with software/tools related to remote work. Experience working with data in all forms including electronic formats and databases. Ability to interact with staff, students, parents, and visitors at school while remaining professional, polite, and courteous. E.E.O.C. Statement The above elements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities and duties of personnel so classified, or a contractual commitment, and NSO retains the right to amend or revise this job description at any time. NSO is an Equal Opportunity Employer and is committed to excellence through diversity and considers candidates without regard to sex (including pregnancy related conditions) genetic information, race, color, weight, height, religion, nation ,origin, citizenship, age, disability, martial or veteran status, misdemeanor arrest record, sexual orientation, transgender status or gender identity or any other legally protected status
    $30k-36k yearly est. Auto-Apply 20d ago
  • Remote Client Booking Specialist

    Scenic Voyages

    Remote client services administrator job

    This is a full-time remote position for a Remote Client Booking Specialist. In this role, you will assist clients with planning and booking their trips, managing itineraries, and providing destination information and support. Daily responsibilities include responding to client inquiries, offering travel guidance, and resolving booking-related issues. Staying informed on travel trends and best practices is essential to delivering exceptional service. Key Responsibilities Consult with Clients: Understand client preferences, needs, and budgets to provide customized travel recommendations. Plan & Book Travel: Arrange flights, accommodations, transportation, excursions, and other travel services with accuracy and attention to detail. Provide Expert Recommendations: Stay current on travel trends and destinations to deliver knowledgeable guidance on packages, activities, and experiences. Customer Support: Deliver outstanding service before, during, and after trips, resolving questions or concerns promptly. Build Relationships: Foster long-term client connections through dependable support and exceptional follow-through. Stay Organized: Manage multiple bookings at once, ensuring all travel details and communications are accurately maintained in the CRM. Handle Changes & Cancellations: Coordinate itinerary updates, including rebookings, cancellations, and adjustments when needed. Qualifications Experience in customer service and handling client inquiries Strong travel planning and itinerary management skills Knowledge of destinations and travel trends Problem-solving ability for troubleshooting booking issues Excellent written and verbal communication Ability to work independently in a remote environment Familiarity with booking systems or travel software is a plus Preferred Skills Previous experience in customer support or client-facing roles Understanding of travel insurance and related services Knowledge of international travel requirements (visas, passports, vaccinations) Training and certification will be provided Why Join Us? Work from Anywhere: Fully remote role no commute required Flexible Schedule: Create a work routine that suits your lifestyle Supportive Team: Collaborate with a friendly and encouraging group Professional Development: Access training and growth opportunities How to Apply Submit your resume showcasing your travel background and/or customer service experience. We look forward to hearing how you can help our clients explore the world
    $42k-71k yearly est. 60d+ ago
  • WFH - Sales & Client Onboarding Specialist

    Virtualite Business Process Outsourcing Services

    Remote client services administrator job

    About Virtualite Virtualite Business Process Outsourcing Services helps entrepreneurs and organizations streamline operations through virtual support and digital process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You'll work with leads and qualified prospect, finalize service selections, and transition new clients into active accounts. In This Role: • Engage qualified prospects and leads to finalize service decisions • Present Virtualite's solutions and close new client agreements • Guide new clients through the onboarding and activation process • Address objections and ensure a smooth handoff from sales to operations • Maintain accurate records of opportunities, conversions, and onboarding status in CRM tools • Collaborate closely with internal teams to support long-term client success We are looking for: • Experience in sales, onboarding, or client success roles is a plus but not required • Strong closing, communication, and follow-up skills • Ability to build confidence and trust with prospective clients • Organized, detail-oriented, and comfortable managing multiple client conversations • Self-motivated and effective in a remote work environment What we offer: • Competitive compensation with performance-based incentives • Benefits including medical, dental, vision, 401k, and paid time off • Fully remote, work-from-home flexibility • Supportive leadership and collaborative team culture • Ongoing training and development
    $42k-71k yearly est. Auto-Apply 8d ago
  • Client Experience Specialist (remote)

    AWTB

    Remote client services administrator job

    Join our dynamic travel team! As a Client Experience Specialist, youll help travelers plan and enjoy seamless, stress-free trips while working from home with flexible hours. Responsibilities: Provide outstanding client support from inquiry to return. Communicate clearly and professionally via phone, chat, or email. Anticipate client needs and ensure smooth travel experiences. Gather feedback to improve service quality. Qualifications: Excellent communication and people skills. Detail-oriented and dependable with strong follow-up habits. Comfortable working independently in a remote environment. Passion for helping others and learning about travel. What We Offer: Work-from-home flexibility. Mentorship and ongoing training. Supportive, growth-minded team culture. Access to travel industry perks and education
    $26k-45k yearly est. 60d+ ago
  • Client Relationship Specialist

    Net Driven 3.5company rating

    Remote client services administrator job

    The position operates in a fast-paced, technology-based environment. The Client Relationship Specialist will have total responsibility for the client experience and retention of client accounts, as well as the control and autonomy to help clients succeed in expected and unexpected ways. Here is more of what you'll get to do: Total responsibility as primary liaison between Net Driven and dealers in the United States and Canada. Communicate effectively and timely with clients about Net Driven's products and features and the process that will be followed to deliver them. Plan, schedule and execute client performance discussions within established time frames. You'll thrive in this role if you have: The ideal candidate will have a bachelor's degree and/or equivalent client management experience. 2 - 5 years' equivalent experience. Fast learner who thrives on multi-tasking. Skilled at managing time/priorities based on company goals and objectives. Knowledge of SEO, social media, and website analytics. Must be a great communicator to contribute to and ensure high integrity and a high productivity culture. Experience with Salesforce.com or CRM software preferred. Technology/Automotive experience preferred. Call center success in a client-facing position is a plus. Does this position sound like something you would enjoy and be successful at, but you're not sure you have the exact qualifications to be considered? While our job descriptions outline the type of candidate we're looking for, it is not a checklist. We encourage you to apply! This role is not open to candidates located in Colorado, Connecticut, California, Maryland, Nevada, New York, Rhode Island, or Washington. Who are we? LeadVenture is the market-leading SaaS provider of digital retailing, eCommerce, digital marketing and eCatalog solutions for dealerships across 12 industry verticals including powersports, marine, RV, pre-owned auto, agriculture and more. Our family of brands includes Dealer Spike, Dealer Car Search, Frazer, TCS Technologies, Net Driven, Direct Communications, Inc. (DCi), Powersports Support, Level 5, PSM Marketing, Monroney Labels, and Interact RV. We are an international company with offices located in the United States, Mexico (Juniper Data Center), Belize (Dealer Spike Belize), India and The Netherlands. Together, we are LeadVenture. In this role, you'll be working with our Net Driven brand who provides results-driven digital marketing solutions to thousands of independent automotive businesses throughout North America. Net Driven helps small businesses thrive in the digital age and employs some of the region's most influential minds in technology, SEO, digital marketing, and web design. LeadVenture provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, LeadVenture complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training. LeadVenture expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of LeadVenture employees to perform their job duties may result in discipline up to and including discharge.
    $35k-62k yearly est. Auto-Apply 60d+ ago
  • Client Relationship Specialist

    Leadventure

    Remote client services administrator job

    at Net Driven Client Relationship Specialist The position operates in a fast-paced, technology-based environment. The Client Relationship Specialist will have total responsibility for the client experience and retention of client accounts, as well as the control and autonomy to help clients succeed in expected and unexpected ways. Here is more of what you'll get to do: Total responsibility as primary liaison between Net Driven and dealers in the United States and Canada. Communicate effectively and timely with clients about Net Driven's products and features and the process that will be followed to deliver them. Plan, schedule and execute client performance discussions within established time frames. You'll thrive in this role if you have: The ideal candidate will have a bachelor's degree and/or equivalent client management experience. 2 - 5 years' equivalent experience. Fast learner who thrives on multi-tasking. Skilled at managing time/priorities based on company goals and objectives. Knowledge of SEO, social media, and website analytics. Must be a great communicator to contribute to and ensure high integrity and a high productivity culture. Experience with Salesforce.com or CRM software preferred. Technology/Automotive experience preferred. Call center success in a client-facing position is a plus. Does this position sound like something you would enjoy and be successful at, but you're not sure you have the exact qualifications to be considered? While our job descriptions outline the type of candidate we're looking for, it is not a checklist. We encourage you to apply! This role is not open to candidates located in Colorado, Connecticut, California, Maryland, Nevada, New York, Rhode Island, or Washington. Who are we? LeadVenture is the market-leading SaaS provider of digital retailing, eCommerce, digital marketing and eCatalog solutions for dealerships across 12 industry verticals including powersports, marine, RV, pre-owned auto, agriculture and more. Our family of brands includes Dealer Spike, Dealer Car Search, Frazer, TCS Technologies, Net Driven, Direct Communications, Inc. (DCi), Powersports Support, Level 5, PSM Marketing, Monroney Labels, and Interact RV. We are an international company with offices located in the United States, Mexico (Juniper Data Center), Belize (Dealer Spike Belize), India and The Netherlands. Together, we are LeadVenture. In this role, you'll be working with our Net Driven brand who provides results-driven digital marketing solutions to thousands of independent automotive businesses throughout North America. Net Driven helps small businesses thrive in the digital age and employs some of the region's most influential minds in technology, SEO, digital marketing, and web design. LeadVenture provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, LeadVenture complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training. LeadVenture expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of LeadVenture employees to perform their job duties may result in discipline up to and including discharge.
    $32k-52k yearly est. Auto-Apply 60d+ ago
  • Coding Client Success Specialist

    Wellsky

    Remote client services administrator job

    The Coding Client Success Specialist is responsible for serving as a trusted partner for clients by providing training and addressing issues related to medical coding. The scope of this job includes collaborating with clients and internal teams to optimize the coding experience, drive client satisfaction, and support business goals. We invite you to apply today and join us in shaping the future of healthcare! Key Responsibilities Act as the primary point of contact for medical coders, provide guidance on queries, and escalate to clients as necessary. Conduct coding reviews and provide recommendations for appropriate coding based on current guidelines. Provide written feedback related to coding compliance documentation and conduct other clinical record audits, as assigned. Work with internal teams to support quality plans and assist with providing the appropriate tools and resources to internal coding teams and global partners. Required qualifications GED or High School Diploma At least 2-4 years of relevant work experience Coding Certified Preferred qualifications Home Health Coding Certification (HCS-D) Job Expectations Willing to work additional or irregular hours as needed Must work in accordance with applicable security policies and procedures to safeguard company and client information Must be able to sit and view a computer screen for extended periods of time #LI-CS1 #LI-Remote WellSky is where independent thinking and collaboration come together to create an authentic culture. We thrive on innovation, inclusiveness, and cohesive perspectives. At WellSky you can make a difference. WellSky provides equal employment opportunities to all people without regard to race, color, national origin, ancestry, citizenship, age, religion, gender, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, physical or mental disability, protected medical condition, genetic information, military service, veteran status, or any other status or characteristic protected by law. WellSky is proud to be a drug-free workplace. Applicants for U.S.-based positions with WellSky must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Certain client-facing positions may be required to comply with applicable requirements, such as immunizations and occupational health mandates. Here are some of the exciting benefits full-time teammates are eligible to receive at WellSky: Excellent medical, dental, and vision benefits Mental health benefits through TelaDoc Prescription drug coverage Generous paid time off, plus 13 paid holidays Paid parental leave 100% vested 401(K) retirement plans Educational assistance up to $2500 per year
    $32k-52k yearly est. Auto-Apply 60d+ ago
  • Client Onboarding Specialist - US

    Wetravel

    Remote client services administrator job

    Hello! šŸ‘‹ I'm Na'ama, the hiring manager for the Client Onboarding Specialist role. I am based in the Boston Area and have been working in the travel and fintech industry for 10 years in various roles. I am the Team Lead of WeTravel's Onboarding Team. We are so excited to grow the team! Our team's mission is to help new customers get up and running with WeTravel quickly and effectively. We empower our client's businesses to grow while taking the load off our Sales team. We love helping people succeed and making the transition to WeTravel smooth, impactful, and efficient! We're looking for a motivated, curious, and independent individual to join our team and help shape the future of travel tech. If you thrive in cross-functional environments, enjoy working with teams and clients across the globe, and are excited to make a real difference…this could be the perfect role for you! How we work Our Onboarding team supports new customers right when they need it most. We help our clients get started by migrating important content like reservation details, photos, pricing information, tour descriptions, and more. We also provide personalized trainings to make sure every new customer feels completely confident using the WeTravel platform. In this role, you'll collaborate closely with Sales, Account Management, Product, and our customers. Our team is involved across the entire journey, jumping in wherever we can to provide support and make things easier. Please note that business travel is a possibility for this role (1-2 times per quarter) as-needed for on-site client onboarding projects. Why You Should or Shouldn't Apply You should apply if you: Are fluent in English (bonus points for other languages!) Are passionate about educating customers and colleagues, performance improvement, and commercial success. Are organized, proactive, and comfortable working independently in a remote environment. Are comfortable being in a customer facing role + tasks that require attention to detail. Have great project management skills, juggling multiple projects at the same time and managing multiple stakeholders (and their expectations!) Enjoy doing onsite visits to clients and helping them get set up for success! Bonus points if you: Have experience in travel tech or SMB-focused SaaS. Are familiar with HubSpot, Slack, Confluence, Loom. Have a teaching background, or Onboarding, Customer Success, Account Management, or Implementation roles. Have experience designing and implementing best practices and processes. You might not be the right fit if you: Prefer roles that are mostly reactive or lack a customer facing interaction. Are uncomfortable doing sometimes repetitive tasks without losing focus. Are not comfortable working across different time zones with minimal supervision. On a Weekly Basis You Will Find Yourself Partnering with sales teams to get them (and our customers) set up for success. Finding possible pain points and/or red flags and addressing them before they actually happen. Build trips, migrate participants, deliver training directly with the customer to ensure they are properly set-up. Managing multiple projects at the same time and making sure none of them are left forgotten or fall through the cracks. Leading each project and taking full ownership of each project to do what you were approached to do and more! There's always extra value we can add to the table! Benefits Your health matters - US team members get 100% employer-covered HDHP medical, DHMO dental, and standard vision coverages or a choice of plans that suit your needs. Generous ā€œTime to Rechargeā€ policy - enjoy unlimited paid time off to rest and recharge. Amsterdam Program - visit us in Amsterdam (HQ) for 2-4 weeks annually, staying in one of our WeTravel apartments. Work remotely for a maximum of 4 weeks per calendar year. Annual team off-site (often somewhere sunny ā˜€ļø). Extensive paid family leave. Three paid volunteer days per year. Two-week cross-functional onboarding program. Cutting-edge equipment and tools to set you up for success. Cambly access for English language support, if needed. Join a global, fun-loving, and impact-driven team. Please note: At this time, we are not accepting applications from candidates residing in the following states: Alaska, California, Colorado, New York, or Washington. For this role, we can only consider candidates with the legal right to work in the United States. Unfortunately, WeTravel is not able to offer visa sponsorship or relocation assistance at this time. Equal Opportunities WeTravel is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome applicants from all backgrounds, experiences, and perspectives. If you're excited about this opportunity and believe you're a good fit, we encourage you to apply and join us in transforming the travel industry!
    $32k-52k yearly est. Auto-Apply 2d ago
  • Client Experience Specialist - Eastern time US Based Remote

    Anywhere Integrated Services

    Remote client services administrator job

    The Client Experience Specialist is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process. The key to success in this role is the ability to multitask, problem solve and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands. This position is 100% remote and will support various markets. Responsibilities: Perform non- licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner. Collaborate closely with agent services department, agents and/or other third parties to ensure all proper documentation has been received for compliance in the transaction file and in the appropriate systems. Organize all transaction details in applicable systems while providing continuous, timely and appropriate updates to all parties. Serve as the deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. Coordinate and/or confirm scheduling of home inspections, appraisals and closings with all deal parties. Regularly update and manage communication with all parties involved in the transaction. Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience. Experience Minimum of 2 years real estate, mortgage, title, transaction coordination/processing experience strongly preferred or solid experience with the real estate transaction process at a high volume An individual should demonstrate the following competencies: Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment. People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. Technical- ability to learn and navigate multiple software systems with an elevated level of competency. Critical Thinking/Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality. Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things. Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues. Quality Assurance- the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality. Adaptability-the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient. Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support. Anywhere is proud to offer a comprehensive benefits package to our employees including: Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D 401(k) savings plan with company match Paid Time Off to Include Holidays, Vacation Time, and Sick Time Paid Family & Paternity Leave Life Insurance Business Travel Accident Insurance All employees receive access to LinkedIn Learning Tuition reimbursement for approved programs Employee Referral Program Adoption Assistance Program Employee Assistance Program Health and Wellness Program and Incentives Employee Discounts Employee Resource Groups
    $32k-52k yearly est. Auto-Apply 5d ago
  • Client Experience Specialist - Eastern time US Remote

    Anywhere Real State Inc.

    Remote client services administrator job

    The Client Experience Specialist is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process. The key to success in this role is the ability to multitask, problem solve and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands. This position is 100% remote and will support various markets. The preferred candidate will have NJ transaction experience. Responsibilities: * Perform non- licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner. * Collaborate closely with agent services department, agents and/or other third parties to ensure all proper documentation has been received for compliance in the transaction file and in the appropriate systems. * Organize all transaction details in applicable systems while providing continuous, timely and appropriate updates to all parties. * Serve as the deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. * Coordinate and/or confirm scheduling of home inspections, appraisals and closings with all deal parties. * Regularly update and manage communication with all parties involved in the transaction. * Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience. Experience * Minimum of 2 years real estate, mortgage, title, transaction coordination/processing experience strongly preferred or solid experience with the real estate transaction process at a high volume An individual should demonstrate the following competencies: * Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment. * People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. * Technical- ability to learn and navigate multiple software systems with an elevated level of competency. * Critical Thinking/Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality. * Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things. * Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues. * Quality Assurance- the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality. * Adaptability-the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient. * Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support. Anywhere is proud to offer a comprehensive benefits package to our employees including: * Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D * 401(k) savings plan with company match * Paid Time Off to Include Holidays, Vacation Time, and Sick Time * Paid Family & Paternity Leave * Life Insurance * Business Travel Accident Insurance * All employees receive access to LinkedIn Learning * Tuition reimbursement for approved programs * Employee Referral Program * Adoption Assistance Program * Employee Assistance Program * Health and Wellness Program and Incentives * Employee Discounts * Employee Resource Groups
    $32k-52k yearly est. Auto-Apply 26d ago
  • Client Experience Specialist

    Infotrack Us

    Remote client services administrator job

    About One Legal, an InfoTrack Company One Legal, a division of InfoTrack, is a one-stop online solution for legal professionals to file court documents in every California court, manage service of process nationwide, and more. A leader in innovative technology solutions for legal professionals for more than 30 years, One Legal continues to be among the most respected in the industry. As a highly ambitious company, we know that our people are critical to our success. That's why we're passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership. If you're dedicated, and eager to help build a market-leading solution that makes a difference in the lives of our clients, we'd love for you to join us. About the role As a Client Experience Specialist at One Legal, you will play a pivotal role in a dynamic and client-focused support team dedicated to educating, empowering, and advocating for our clients. Your primary responsibility will be to address and resolve client inquiries through clear, effective verbal and written communication, with a strong emphasis on active listening and understanding. You'll ensure efficient and effective resolutions that meet our clients' needs by leveraging all available resources. In this role, you will be recognized for your reliability and ability to maintain composure under pressure, consistently demonstrating empathy in client interactions. You are a quick learner with a talent for multitasking, open to coaching, and driven by curiosity. Your commitment to teamwork is evident as you continually seek ways to enhance your own performance, contribute to the team, and drive company success. This is a fully remote role, based in Pacific Time. The hours are M-F, 9:00am - 6:00pm PT. Responsibilities Client Experience: Lead clients through the One Legal platform to complete tasks. Maintain accurate client records in Salesforce. Own your learning and communicate effectively with your manager. Advocate for clients by reviewing materials and providing feedback to internal teams. Solve problems efficiently, ensuring a high-quality client experience. Represent the client's voice to influence product improvements. Driver of Results: Seek solutions to enhance the employee experience and celebrate team successes. Collaborate with your manager to meet corporate goals. Understand and act on key KPIs to consistently deliver exceptional client service. Continuously improve the client experience through proactive learning. Operational Excellence: Embrace new technology to improve service and efficiency. Address productivity issues with your team and suggest improvements. Assist in onboarding new team members. Focus on de-escalation to minimize client delays. Follow all policies and guidelines. Participate in discussions to ensure consistent practices and communication. Requirements 2+ years in Customer Support, with a preference for Call Center experience. 2+ years working with CRM systems; Salesforce experience preferred. Experience in SaaS, especially in legal services, is a plus. Skilled in optimizing telephonic support systems; DialPad experience preferred. 1+ years in legal/litigation support preferred. High school diploma required; advanced studies or equivalent work experience valued. Compensation The anticipated starting base pay range for this role is listed below. Base salary is not the only component of our competitive total rewards package - you may also be eligible for bonus, commissions and other benefits as described below. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, licenses and certifications. $19.25 - $22.12 per hour Benefits What Sets InfoTrack apart At InfoTrack, we're committed to a workplace where everyone feels comfortable doing their best work and having fun! We also believe in a work/life balance that fulfills you while you're here and supports you when you're not. We built our benefits package to prove that we're committed to you having everything you need. Our benefits guide, located here, illustrates what we offer full-time employees and a sneak preview is below 401(k) Match Medical, Dental, & Vision Insurance Employer-funded Short/Long-Term Disability, Life, and Accidental Death & Dismemberment (AD&D) Insurance 20 Days of Paid Time Off (PTO) 11 Paid Holidays ā€œBe Me Timeā€ off for mental health, re-charging, volunteering Matching Gift Program Our Commitment We believe that the key to our success is you. Your unique background, life experience, knowledge, self-expression, and talent make you uniquely you. Who you are, what you have experienced, and how you think inspires us to be innovative and bold. InfoTrack is an equal opportunity employer. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. We welcome the unique contributions that you can bring in terms of your education, opinions, culture, ethnicity, race, ancestry, sex, gender identity and expression, national origin, citizenship, marital status, age, languages spoken, veteran status, color, religion, disability, sexual orientation, and beliefs. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
    $19.3-22.1 hourly Auto-Apply 47d ago

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