Sit back and relax while we apply to 100s of jobs for you - $25
Customer Service Specialist
Russell Tobin 4.1
Remote client 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 client service.
$18 hourly 1d ago
Looking for a job?
Let Zippia find it for you.
TurboTax Customer Service Specialist - Remote ($18.50 per hour plus Bonus)
Turbotax
Remote client 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.
$26k-34k yearly est. 1d ago
Remote Customer Success Lead for SaaS & Mobile Growth
Mobileaction, Inc.
Remote client specialist job
A leading SaaS mobile user acquisition firm in San Francisco is seeking a Customer Success Manager to enhance customer engagement and drive growth. The ideal candidate will possess 2-3 years of experience in a similar role, strong relationship-building skills, and knowledge of Apple Search Ads. Responsibilities include understanding client needs, managing renewals, and increasing customer satisfaction. This position supports a fully remote environment, creating a collaborative space to ensure clients achieve their business goals.
#J-18808-Ljbffr
$122k-181k yearly est. 3d ago
Memory Care Coordinator (LPN) Danbury Westerville
Danbury Westerville
Client specialist job in Westerville, OH
You walk in the door to a work family who wants to make the day count. We truly believe our employees and residents are a family that comes together to enjoy the good things in life, including one another. When our employees feel special, so do our residents.
We offer a great FULL TIME benefits and perks package!
Short Term Disability (Guardian)-for employee only, benefit percentage 60% of salary!
Long Term Disability (Guardian)-for employee only, benefit percentage 60% of salary!
Health Advocate (Employee Assistance Program)-for Employee, Spouse, Dependents, Parents, and Parents in Law.
Examples that are available for help: Emotional Support-Stress, Relationships, Addictions, Mental Illness, Anger, Loss, Depression, Time Management.
Medical (BCBS)-for Employee, Spouse, and/or Dependents.
HSA (Health Savings Account) is optional if Medical is selected. Great tax benefit!
Dental (Guardian)- for Employee, Spouse, and/or Dependents.
Hospital Indemnity (Guardian)- for Employee, Spouse, and/or Dependents.
MetLife Legal (Legal Shield)- for Employee, Spouse, and/or Dependents.
Assistance with Adoption, Lawyers, Wills and Trusts and much more!
No waiting periods, no claim forms, no deductibles!
Wide range of coverages for your fur babies!
All dog and cat breeds are covered.
~ Tuition Reimbursement
Bonuses :
Resident Referral Bonus Opportunities
Employee Referral Bonus Opportunities
Employees are not mandated to have the COVID-19 vaccine.
As a member of the community leadership team, this person must have business experience to direct and manage the overall administrative activities: reception and secretarial, recordkeeping, and human resources at the community level to assure that proper administrative procedures are maintained. The office manager interacts with residents and their sponsors in financial matters as well.
Plan and coordinate a therapeutic program which meets spiritual, social, emotional, physical, and intellectual needs of the resident
· Asses resident characteristics (i.e., stages, sex, ethnic background, prior lifestyles, cognitive and functional abilities) and, in conjunction with other departments, plans and organizes program content
· Assist in developing, implementing, and conducting in service training and education of care to all staff regarding memory care programs/activities working alongside the Director of Nursing and Life Enrichment Director.
· Market the program through involvement in community organizations and participates in the local Alzheimer's and like associations
· Maintain accurate and timely documentation that complies with state regulations and community policy
· Work with management to develop and maintain written program objectives and procedures for implementation; Serve as a role model for staff regarding care of dementia resident
· In coordination with the nursing department and Director of Life Enrichment, perform a pre-admission assessment for each potential resident
· Assist with the resident's admission to ensure a smooth transition
· Assist with the adjustment of the resident and family to the community; Keep abreast of current research, new programs, and community resources which may benefit residents and families and makes referrals as appropriate to facilitate the resident's use of resources, and to promote the resident's increase level of social functioning
· Assist residents in the maintenance and adequate supply of personal clothing and other personal items
· Refer the resident/resident's sponsor internal and external services that are available to the Director of Life Enrichment
· Agree not to disclose assigned user ID code and password for accessing resident/facility information and promptly report suspected or known violations of such disclosure to the Executive Director
Must be an LPN
·Two years of previous experience in programming: including but not limited to: POC (plan of care programs, scheduling staff, coordinating meeting with POAs and families, planning activities and working with dementia residents in an assisted living environment
· Background in nursing/ proving one on one care for seniors
· Flexible schedule, including availability to work evenings, weekends and holidays as needed
We are an Equal Opportunity Employer and considers all applicants for positions without the regard to race, color, religion, sex, national origin, age, sexual orientation, marital or veteran status, or non-job-related handicap or disability.
$35k-49k yearly est. 1d ago
Customer Service Specialist
Calculated Hire
Remote client 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 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 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 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
Specialist, Cisco Services and Renewals -REMOTE
Presidio Networked Solutions, LLC
Remote client specialist job
Presidio, Where Teamwork and Innovation Shape the Future AtPresidio, we're at the forefront of a global technology revolution, transforming industries throughcutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights.
The Role
As a Cisco Specialist, Services and Subscription Management, your primary role is to drive revenue growth in Cisco service contract renewals through retaining existing clients, upselling to strategic premium offerings, expanding within existing customer base, and assisting in uncovering white space opportunities. This role is responsible for supporting Presidio's federal customer base through the lifecycle of an agreement including creating renewal quotes/proposals, participating in driving Services EA opportunities and true forwards, managing the data throughout the term, and processing renewal orders. The Cisco Specialist works directly with Account Executives, clients, and Cisco, as well as cooperatively with internal cross functional teams to ensure success of the renewals practice.
Responsibilities include:
Proactively manage customer Cisco renewals and timeline for assigned account base
Review renewals for upsell opportunities, position new offers, create and present quotes/proposals
Participate in joint Presidio/OEM strategy meetings relating to renewal (multi-year, transition to Enterprise Agreements and additional strategic programs)
Participate in customer facing meetings to present offerings, address questions, and drive opportunities to closure
Assist in the Services EA sales cycle by helping identify qualified target customers, building standard renewal comparison quotes as needed, working in EAMP to scope the CX proposal install base
Work in tandem with EA Client Success Managers to prepare customers for Services EA True Forwards, validate inventory adds/removals, assist with budgetary estimates, and work with Cisco asset management teams as needed
Maintain and reconcile end-user's Cisco contract inventory and proactively manage this process quarterly, annually, etc.
Triage all Cisco services related questions and issues both internally and externally
Work with regional management, account executives and cross functional teams to promote and develop the Cisco service practice with the goal of increasing attach rate, renewal rate, and Services EA adoption.
Accurately forecast renewals pipeline in conjunction with Account Executives
Collaborate with manufacturer reps to secure pricing, ensure timely renewals and accurate forecasting
Periodically review contracts within account base for accuracy - maintaining clean, consolidated contracts and managing customer access
Prepare and process orders utilizing internal tools
Track orders to completion, escalate as required, and ensure accurate booking
Prepare and deliver Quarterly Business Reviews to clients as required
Required Skills and Professional Experience
Proficient in Microsoft Excel and MS applications
Strong written and verbal communication skills
Ability to work independently and in a cross functional team environment
Strong knowledge of Cisco services, contracts, and Enterprise Agreements
Familiarity with Cisco asset/contract management systems (e.g., CCWR, EAMP)
Knowledge of service lifecycle management and subscription models
Preferred Skills and Professional Experience
3+ years' experience in a support agreement renewal role
Experience with Cisco service contracts and CX EA's (renewals, subscriptions, Enterprise Agreements)
Experience supporting federal government programs, contracts, or stakeholders preferred
Direct customer-facing experience (presentations, QBRs, consultative selling)
Ability to provide revenue growth through renewals and upsells
Contract and order management experience (tracking, reconciliation, processing)
Your future at Presidio
JoiningPresidiomeans stepping into aculture of trailblazers-thinkers, builders, and collaborators-who push the boundaries of what's possible. With our expertise in AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world.
Here,your impact is real.Whether you're harnessing the power of Generative AI, architecting resilientdigital ecosystems, or drivingdata-driven transformation, you'll be part of a team that is shaping the future.
Ready to innovate? Let's redefine what's next-together.
About Presidio
At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit *****************
*****
Applications will be accepted on a rolling basis.
Presidio is an Equal Opportunity / Affirmative Action Employer / VEVRAA Federal Contractor. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, sexual orientation, gender identification or any other characteristic protected by applicable federal, state, and local statutes, regulations, and ordinances.
To read more about discrimination protections under Federal Law, please visit:
If you have any difficulty using our online system and need an accommodation in the job application process due to a disability, please send an email to
for assistance.
Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to
.
Notice to Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Recruitment Agencies, Please Note:
Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our careers email address, Presidio employees or any other means. Presidio is not responsible for any fees related to unsolicited resumes/CVs.
#LM
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$45k-86k yearly est. 7d ago
Customer Service Specialist II (100% Remote) - Frankfort, KY
Wesbanco Bank Inc. 4.3
Remote client specialist job
Back Customer Service Specialist II (100% Remote) #42-8656 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
Consideration for location is in all WesBanco markets.
This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely).
Market Lexington Work Hours per Week 40 Requirements
High school diploma or GED required.
Minimum of one year of customer service experience required; customer service experience within banking or financial institution preferred.
Minimum of one year of contact center experience or equivalent required.
Minimum of six months of Outbound calling experience preferred.
Minimum of six months of any Sales experience preferred.
Job Description
This position works an alternate schedule:
Schedule is 9 am to 6 pm, Monday through Friday, including some Federal Reserve holidays (MLK day, President's Day, Juneteenth, Indigenous People Day and Veteran's Day)
Summary
Responsible for identifying, responding to, and resolving customer requests related to bank products and services in the Bank's call center. The Customer Service Specialist II is often the primary interaction a customer may have with the bank and provides professional and courteous customer support while adhering to required metrics. Customer inquiries are expected to be responded to and resolved within established departmental service levels.
Essential Function
Banking is a highly regulated industry and 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 conduct, and the work being performed. All assigned training is expected to be completed timely.
Essential Duties and Responsibilities include the following:
Personally, models the standards of the Bank's Mission, Vision, and Pledge.
Processes inbound calls from all queues, including account questions, product and service information, digital banking services, debit card processing, bank policy and various customer requests. Uses the training and reference materials provided to work and resolve an issue or question independently.
De-escalates situations when necessary or escalates call to supervisor after de-escalation attempt.
Assists customers with various computing environments, including both Apple and Android products, browsers and operating systems to support and promote our digital banking services on all supported devices.
Accepts ownership of the customer request and follows it through to resolution.
Completes customer transactions and corrects account information by engaging correct business partners.
Identifies and resolves customer issues and complaints promptly and accurately.
Attends a weekly quality review meeting for ongoing development including coaching, career development, call metrics, updates on policy and procedure.
Attends a monthly departmental meeting.
Adheres to agent metric standards for calls handled, adherence to schedule, call quality score, ready/not ready time and customer satisfaction.
Maintains knowledge of deposit, loan, digital banking services and other banking products.
Provides service and support thru multiple communication channels (phone, chat, and/or email) and demonstrates proficiency in the channel.
Contacts potential customers regarding products and services, focusing on customer needs, explaining benefits and advantages of the services or products and closing the sale. May be required to read from a prescribed script.
Supports all outbound campaigns assigned and meets Key Performance Indicators set by the customer service center in a productive manner.
Identifies financial needs of customers and submits referrals accordingly.
Accepts other assigned job duties and or responsibilities with or without prior notice.
Qualifications
To be successful in this position, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Technical Requirements
Expertise in using a personal computer and managing one's own home networking infrastructure needed to support reliable access to the Bank's virtual environment.
Possesses knowledge and experience using Android and Apple products and Bank supported web browsers and operating systems.
Ability to type with speed and accuracy.
Ability to operate standard office equipment, including phones, computer and peripherals.
Other Skills and Abilities
Demonstrates strong time management skills.
Ability to work independently and multi-task in a fast-paced environment, with an emphasis on resolving most customers' issues during the call with minimal follow up.
Adhere to communication protocols with supervisors when unable to adhere to schedule or perform duties as expected.
Willingness to work a flexible schedule, with frequent adjustments to hours and able to work additional hours if needed.
Ability to work outside of normal banking hours.
Possess an ability to work under pressure, minimizing distractions and maintaining a positive attitude.
Adapt quickly to change and learn readily in a remote environment.
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Ability to build and retain customer relationships against competition.
Accepts ownership of the customer request and follows it through to resolution.
Identifies customer concerns or needs, resolves the inquiry or recommends best solution, expedites the correction or adjustment and follows up to ensure resolution.
Demonstrates effective communication skills, showing empathy and active listening skills.
Maintains professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Exhibits clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Firm grasp of spelling, grammar and email and phone etiquette.
Collaborates with co-workers and employees.
Maintains confidentiality.
Ability to build rapport with potential customers and engage in financial journey conversations.
Achieve proficiency and certification in one or more customer service skills.
Physical Demands
This position requires long periods of sitting in one area while on the telephone and in front of a computer screen. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Full-Time/Part-Time Full-time Area of Interest Customer Experience All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesBowie, Maryland, United StatesCincinnati, Ohio, United StatesIndependence, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesWheeling, West Virginia, United StatesYoungstown, Ohio, United States Show more
$30k-34k yearly est. 3d ago
Wealth Management Operations - Client Service Associate
Plante Moran 4.7
Client 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
Client Services Administration
Serve as a liaison between internal staff, custodian, and others as needed
Preparation of new account paperwork and account changes
Preparation of account transfer paperwork and verification of asset transfer eligibility
Ensure timely completion of account transfers and other paperwork processing
Frequent communication with custodians and internal staff
Monitor and follow up on alerts
Identify and communicate client service opportunities to internal professionals
Assist with money movement activities
General
Adhere to PMFA policies and procedures
Develop, document and/or maintain process policies and procedures for department
Frequent interaction with internal and external professionals and clients
Cross train and back up to other team members roles in operations
Assist in testing and roll out of system upgrades, system integration and new technology
Coordinate workload with other client service associates
Review agreements and be familiar with terms to ensure paperwork is in compliance
The qualifications.
High School diploma or GED equivalent is required
2+ years industry experience. Previous administrative or investment industry experience preferred.
Client service orientation combined with creative problem solving skills
Strong written and oral communication skills
Ability to work effectively as part of a team, yet function well with independent responsibilities; ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clients
Ability to thrive in a challenging and fast paced environment characterized by interruptions and multiple demands with strict deadlines; high stress tolerance
What makes us different?
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for? Apply now.
Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review thposition description for theapplicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.
Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
The compensation range for this role in CO, IL, OH, and MA is: $24.95 - $39.87
#LI-CB1
#LI-Hybrid
$36k-47k yearly est. 3d ago
Customer Service Representative
Convoco East Coast
Client 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
Customer Service Enrollment Specialist - In Office
The Whittingham Agencies
Client 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
Remote Customer Service Representative - Product Testing
Glocpa
Remote client 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 Representative
Leeds Professional Resources 4.3
Remote client 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
Aging Services Specialist
Commonwealth of Pennsylvania 3.9
Remote client specialist job
Are you interested in a rewarding career opportunity where you will be an advocate for older Pennsylvanians? The Pennsylvania Department of Aging (PDA), Bureau of Protective Services is eager to welcome an Aging Services Specialist as a vital member to our dedicated staff of professionals. Your diligence in this role will ensure that quality protective services are consistently available to older adults across the commonwealth. Join us in our mission to promote independence, purpose, and well-being in the lives of older adults and apply today!
DESCRIPTION OF WORK
An Aging Services Specialist is a principal liaison between the Pennsylvania Department of Aging (PDA) and the Area Agencies on Aging (AAAs) regarding the administration and implementation of Pennsylvania's Older Adults Protective Services Act (OAPSA). This professional provides technical assistance and guidance to Area Agency on Aging (AAA) policies and procedures and resolves non-compliance issues identified during monitoring reviews. Collaboration with PDA's Bureau of Quality Assurance to deliver technical assistance and training ensures compliance and accurate data collection in PDA's protective services electronic database system.
Additional duties to include but not limited to:
Review and respond to protective services inquiries and complaints from a variety of sources
Develop, implement and review policy, procedure and/or regulations regarding protective services and/or guardianship program areas
Manage the training contract to ensure all deliverables are timely and effectively met
Search and apply for grants and other funding opportunities that involve protective services and associated grants and projects
Assist with grant and contract planning, oversight and management including preparing, submitting, managing deliverables to ensure all steps are completed timely and in accordance with budget and submission of required reports and deadlines
Interested in learning more? Additional details regarding this position can be found in the position description.
Work Schedule and Additional Information:
Full-time employment
Work hours are 8:00 AM to 4:30 PM, Monday - Friday, with 60-minute lunch.
Telework: You may have the opportunity to work from home (telework) part-time. You will be required to report to the headquarters office in Harrisburg when needed. In order to telework, you must have a securely configured high-speed internet connection and work from an approved location inside Pennsylvania. If you are unable to telework, you will have the option to report to the headquarters office in Harrisburg. The ability to telework is subject to change at any time. Additional details may be provided during the interview.
Salary: In some cases, the starting salary may be non-negotiable.
You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices.
REQUIRED EXPERIENCE, TRAINING & ELIGIBILITY
QUALIFICATIONS
Minimum Experience and Training Requirements:
Two years of professional experience in a human services program conducting human services related research or providing social services to clients, and a bachelor's degree; or
An equivalent combination of experience and training.
Other Requirements:
You must meet the PA residency requirement. For more information on ways to meet PA residency requirements, follow the link and click on Residency.
You must be able to perform essential job functions.
How to Apply:
Resumes, cover letters, and similar documents will not be reviewed, and the information contained therein will not be considered for the purposes of determining your eligibility for the position. Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience/education).
If you are claiming education in your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be accepted toward meeting the minimum requirements. Unofficial transcripts are acceptable.
Your application must be submitted by the posting closing date
.
Late applications and other required materials will not be accepted.
Failure to comply with the above application requirements may eliminate you from consideration for this position.
Veterans:
Pennsylvania law (51 Pa. C.S. *7103) provides employment preference for qualified veterans for appointment to many state and local government jobs. To learn more about employment preferences for veterans, go to ************************************************ and click on Veterans.
Telecommunications Relay Service (TRS):
711 (hearing and speech disabilities or other individuals).
If you are contacted for an interview and need accommodations due to a disability, please discuss your request for accommodations with the interviewer in advance of your interview date.
The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law. All diverse candidates are encouraged to apply.
EXAMINATION INFORMATION
Completing the application, including all supplemental questions, serves as your exam for this position. No additional exam is required at a test center (also referred to as a written exam).
Your score is based on the detailed information you provide on your application and in response to the supplemental questions.
Your score is valid for this specific posting only.
You must provide complete and accurate information or:
your score may be lower than deserved.
you may be disqualified.
You may only apply/test once for this posting.
Your results will be provided via email.
We're looking for an Enterprise Solution Specialist, Project Execution to help expand our Enterprise customers' Procore platform to include our entire Project Execution Package and supporting products, and to ensure they drive the maximum value from them. In this role, you'll be the product champion for all of Procore's Project Execution products (Project Management, Quality & Safety, Bid Management, BIM, Prequalification, and Analytics) and serve as a subject matter expert. You will succeed in this role when the customer purchases and realizes business performance gains from their investment. You will literally be helping improve the lives of our construction customers by connecting them on a global platform.
As a successful Solution Specialist, you'll help organizations understand best practices around Project Execution solutions and the many business benefits they can provide. You'll work in a highly collaborative, creative, and driven environment that values openness, optimism, and ownership. In this role, you'll leverage your consultative-mindset and knowledge of the construction industry and Procore's software platform to provide clients with important recommendations on how Preconstruction products will benefit their business performance. You'll partner closely cross-functionally with Sales, Customer Engineering, PS, Support, Product, and Marketing. Successful candidates are passionate about construction and technology.
This position can be based at our headquarters in Carpinteria, CA, or Austin, TX office, but can also be remote. We're looking for candidates to join us immediately.
What you'll do:
Function as the Project Execution Subject Matter Expert for the account management teams you align with. Work with the Account team to identify PE cross-sell opportunities within our existing enterprise customer base.
Partner with primary Account Manager and CSE on account strategy and product enablement to effectively position and sell our PE product suite, ultimately driving customer attaches to achieve product-specific ARR targets.
Provide periodic updates to our customers on product capabilities, benefits/use cases, and how that translates into customer value.
Master the product roadmap of our PE product suite and act as an expert in the evolving state of our platform
Provide visibility into PE performance, forecasts, and attach rates to help sales leadership build a plan for their ARR targets.
Pursue and increase knowledge of key competitors to ensure our value proposition is effectively communicated to customers.
Act as an owner of your book of business, driving revenue growth and customer expansion
What we're looking for:
BA/BS or equivalent experience preferred
8+ years of demonstrated successful software sales, preferably B2B
Background in the construction industry (can be through selling into it), and understanding of construction jobsite activities and process
Experience using a consultative, solution-based sales methodology desired. Selling based on the outcomes of a platform is preferable to transactional based sales
Proven record of success in an inside sales and or outside sales-based selling model and capacity to work in a fast-paced sales environment
Proven ability to communicate effectively via telephone and email with customers and ability to develop trusted relationships
Ability to work cross functionally and sell as a team
Proficiency with Microsoft Office products and online collaboration tools, as well as Experience with CRM and opportunity management systems, preferably Salesforce.com
Proven ability to develop and manage pipeline and forecasting
Additional Information
Base Pay Range:
131,040.00 - 180,180.00 USD Annual
On Target Earning Range:
218,400.00 - 300,300.00 USD Annual
This role may also eligible for Equity Compensation. Procore is committed to offering competitive, fair, and commensurate compensation, and has provided an estimated pay range for this role. Actual compensation will be based on a candidate's job-related skills, experience, education or training, and location.
For Los Angeles County (unincorporated) Candidates:
Procore will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act.
A criminal history may have a direct, adverse, and negative relationship on the following job duties, potentially resulting in the withdrawal of the conditional offer of employment: 1. appropriately managing, accessing, and handling confidential information including proprietary and trade secret information, as well as accessing Procore's information technology systems and platforms; 2. interacting with and occasionally having unsupervised contact with internal/external customers, stakeholders, and/or colleagues; and 3. exercising sound judgment.
$85k-113k yearly est. 5d ago
Licensed Customer Service Representative
Commonwealth Casualty Company
Remote client 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
Member Enrollment Representative
Christian Healthcare Ministries 4.1
Client 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.
$27k-30k yearly est. 4d ago
Customer Service Representative
Thermoid
Client 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.