$14.25/hour.
Ages 18+. Pay may vary between position based on job responsibilities. This is an in-person role located in Sandusky, Ohio and shifts assigned to you will be between the hours of 8am and 11pm.
The Contact Center Agent is responsible for creating, modifying, and canceling guest reservations at various resort properties. Agents are required to assist guests by answering questions, resolving concerns, and providing accurate information. Room for growth and advancement with the possibility of year-round agent and leadership roles.
Answer inbound calls and chats regarding reservations, park information, questions and concerns in a timely and professional manner.
Ensure guest information is entered accurately.
Enter and maintain credit card details in a secure and confidential process.
Make people happy by providing memorable service that builds long-lasting relationships.
Identify the needs of the guest, clarify information, and provide solutions to their problems.
Maintain a positive and approachable attitude that fosters a welcoming environment for everyone.
Some of our amazing perks and benefits:
Fosters a healthy work-life balance
Complimentary tickets for friends and family
Office incentives
Discounts on park food and merchandise
Discounts on local businesses and attractions
Employee events and gatherings
Paid training and free uniforms provided
Responsibilities:
Make our guests happy by delivering memorable experiences and helping them create lifelong memories.
Gain skills, knowledge and experience that will benefit your future.
Qualifications:
Ability to provide exceptional customer service with a passion to help guests from all over the world.
Excellent communication and active listening skills.
Must be able to multi-task and work in a loud, fast-paced environment.
Self-starter and ability to work efficiently with minimal supervision.
Must maintain professionalism and confidentiality.
Open availability to include working weekends, nights, and holidays.
Must have computer literacy and ability to type a minimum of 25 wpm.
Experience with general office environment.
Must be 18+ years of age.
Preferred experience in a resort, call center or an attraction setting.
Ability to pass a mandatory (or random) drug test, per Company policy, unless prohibited by state or provincial law
Ability to pass a background check, if 18 years of age or older, which may include, but is not limited to, credit, criminal, DMV, previous employment, education and personal references, per Company policy, unless prohibited by federal, state, or provincial law
$14.3 hourly Auto-Apply 7d ago
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Memory Care Coordinator (LPN) Sanctuary Grande
Sanctuary Grande
Customer assistant job in North Canton, OH
You don't just clock in at a job. 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!
Company Paid Benefits:
Short Term Disability (Guardian)-for employee only, benefit percentage 60% of salary!
Long Term Disability (Guardian)-for employee only, benefit percentage 60% of salary!
Life and AD&D (Guardian)
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.
Work and Life Balance Specialists
Employee Optional Benefits:
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.
Vision (Guardian VSP)-for Employee, Spouse, and/or Dependents.
Additional Voluntary Life (Guardian)-for Employee, Spouse, and/or Dependents.
Additional Voluntary AD&D (Guardian)
Critical Illness (Guardian)-for Employee, Spouse, and/or Dependents.
Hospital Indemnity (Guardian)-for Employee, Spouse, and/or Dependents.
Accident (Guardian)
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!
MetLife Pet Insurance
Wide range of coverages for your fur babies!
All dog and cat breeds are covered.
Identity Theft (All State)
401(k) with Matching (TransAmerica)
Tuition Reimbursement
Perks:
Vacation from 90th Day of Employment
On Demand Pay Option
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.
Responsibilities include but are not limited to:
· 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
· Monitor daily functioning of the neighborhood to ensure continuity of, and appropriate changes in the program
· 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.
· Establish and maintain a sense of teamwork through effective communications, interaction, and team meetings. Develop and maintain cooperative relationships; inform and consult with staff regarding program and integrate with other services
· Participate in support groups at the direction of the Life Enrichment Director
· Assess the educational needs of staff regarding program and dementia-specific knowledge and works with the Life Enrichment Director to ensure appropriate education is provided
· 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; method of evaluation
· 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; contacts weekly for the first month post-admission
· 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
Preferred Skills and Qualifications:
· Must be an LPN
· Experience with Alzheimer's and other dementia individuals
· 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
If you have a positive outlook and would like to work on a great team then we want to hear from you!
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.
$36k-51k yearly est. 17h ago
Memory Care Coordinator (LPN) - DSL
Danbury Westerville
Customer assistant job in Westerville, OH
You don't just clock in at a job. 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!
Company Paid Benefits:
Short Term Disability (Guardian)-for employee only, benefit percentage 60% of salary!
Long Term Disability (Guardian)-for employee only, benefit percentage 60% of salary!
Life and AD&D (Guardian)
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.
Work and Life Balance Specialists
Employee Optional Benefits:
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.
Vision (Guardian VSP)-for Employee, Spouse, and/or Dependents.
Additional Voluntary Life (Guardian)-for Employee, Spouse, and/or Dependents.
Additional Voluntary AD&D (Guardian)
Critical Illness (Guardian)-for Employee, Spouse, and/or Dependents.
Hospital Indemnity (Guardian)-for Employee, Spouse, and/or Dependents.
Accident (Guardian)
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!
MetLife Pet Insurance
Wide range of coverages for your fur babies!
All dog and cat breeds are covered.
Identity Theft (All State)
401(k) with Matching (TransAmerica)
Tuition Reimbursement
Perks:
Vacation from 90th Day of Employment
On Demand Pay Option
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.
Responsibilities include but are not limited to:
· 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
· Monitor daily functioning of the neighborhood to ensure continuity of, and appropriate changes in the program
· 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.
· Establish and maintain a sense of teamwork through effective communications, interaction, and team meetings. Develop and maintain cooperative relationships; inform and consult with staff regarding program and integrate with other services
· Participate in support groups at the direction of the Life Enrichment Director
· Assess the educational needs of staff regarding program and dementia-specific knowledge and works with the Life Enrichment Director to ensure appropriate education is provided
· 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; method of evaluation
· 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; contacts weekly for the first month post-admission
· 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
Preferred Skills and Qualifications:
· Must be an LPN
· Experience with Alzheimer's and other dementia individuals
· 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
If you have a positive outlook and would like to work on a great team then we want to hear from you!
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.
IND789
$35k-49k yearly est. 51d ago
Customer Support Assistant
Alphabe Insight Inc.
Customer assistant job in Cleveland, OH
About Us At Sphirea Plus, we are committed to delivering innovative solutions that elevate brand performance and drive measurable success. Based in Cleveland, OH, our team combines creative strategy, data-driven insights, and a deep understanding of market dynamics to support businesses in reaching their full potential. We believe in excellence, growth, and fostering a collaborative environment where ideas turn into impact.
Job Description
Sphirea Plus is seeking a dedicated and detail-oriented Customer Support Assistant to join our growing team. The successful candidate will be responsible for providing outstanding customer service, resolving client inquiries, and ensuring a smooth and efficient communication process. This role is ideal for individuals who are proactive, organized, and passionate about delivering exceptional support.
Responsibilities
Respond promptly and professionally to customer inquiries via phone and email
Maintain accurate records of customer interactions and transactions
Resolve product or service issues by clarifying complaints, determining the cause, and finding effective solutions
Provide information about products, services, and policies
Collaborate with other departments to address client needs efficiently
Assist in administrative tasks as needed to support the team
Follow communication procedures and guidelines to ensure quality and consistency
Qualifications
Qualifications
High school diploma or equivalent (Associate's or Bachelor's degree preferred)
Minimum of 1 year of customer service or administrative experience
Excellent verbal and written communication skills
Strong problem-solving abilities and attention to detail
Proficient with Microsoft Office Suite and customer management software
Ability to multitask, prioritize, and manage time effectively
Professional demeanor with a strong work ethic
Additional Information
Benefits
Competitive salary: $50,000 - $60,000 annually
Growth opportunities within a supportive team environment
Ongoing training and professional development
Paid time off and holidays
Health and wellness support
Dynamic and collaborative work culture
$50k-60k yearly 1d ago
Customer Sales & Serv Rep
Applied Industrial Technologies, Inc. 4.6
Customer assistant job in Sidney, OH
Want to use your customer service skills to solve real world problems?
Want to free up your weekends & evenings and instead work Monday through Friday?
Want to do all of this while getting paid a competitive base salary PLUS have incentive opportunities?
How about all of the above AND benefits, paid time off and even tuition reimbursement?
Customer service professionals-don't pass up this opportunity for a great career with a global industrial distribution company that allows you to do far more than just taking orders and fielding complaints. In partnership with over 4,000 world-class manufacturers, we are an industry-leading value-added distributor of a wide variety of innovative and reliable industrial products. Since 1923, we have been committed to always having the right part in stock and always getting it to the customer when they need it. Don't know anything about industrial distribution? THAT'S OKAY! We'll teach you.
You will provide our customers with expert assistance to a wide variety of questions and problems. Unlike most CSR roles, you will build ongoing business relationships with our customers through repeated contact and consultation. As this is a service and parts center, our ability to win and retain customers' business often depends on your ability to quickly and efficiently provide them with just the right parts and/or solutions - especially when customers are experiencing costly equipment breakdowns. You will also, on occasion, have the ability to utilize your mechanical aptitude to help solve customer problems or troublesome processes.
This is a great starting point from which to grow toward a sales or management career. Applied has a clear growth path with countless success stories of employees rising through the ranks.
Just some of the things you'll be doing on a daily basis:
Assistcustomers by phone and in person at our facility
Use your customer service skills and talents to clarify their needs, do research, and (after you get up to speed) recommend parts
Be focused and driven to meet / exceed monthly sales goals while increasing customer satisfaction
Process quotes, take orders and provide post-order service
REQUIREMENTS
Our Customer Service Representatives are self-motivated and driven by a desire to exceed expectations. They have strong prioritization and multitasking skill, a sense of urgency, and take pride in their verbal and written communication. Interpersonal skills and the ability to establish rapport and build solid relationships with a wide variety of customers are critical.
Specific qualifications for the role include:
6 months of customer service experience preferred
Desire to increase knowledge in industrial distribution products
Excellent telephone skills
Ability and desire to learn new systems and processes quickly
Enjoys working with computers, including basic knowledge of Microsoft Office (specifically Outlook & Excel) and comfortable with Google search engine
High school diploma or equivalent
Valid driver's license and clean driving record (MVR)
SAP / ERP experience, preferred but not required
Some knowledge of industrial distribution products and hydraulics, preferred but not required
SALARY & BENEFITS
As a Customer Service Representative with Applied Industrial Technologies, you will be part of a stable and established company with consistently strong performance and growth. At Applied, you are encouraged to take advantage of all the training the company has to offer and to bring fresh ideas to the team.
Starting Salary: Salary will be based on your experience and qualifications and added incentives will be earned based on performance.
Benefits: Here is just some of what we have to offer:
Base salary and bonus opportunities
Health, vision, and dental coverage, 401(k) w/ company match
Paid vacation, sick time, and company holidays
Tuition reimbursement
Personalized training and development program
Career development and advancement opportunities
Build a rewarding career with a global leader in industrial distribution!
#LI-SB1
Founded in 1923, Applied Industrial Technologies (NYSE: AIT) is a leading value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies. Our leading brands, specialized services, and comprehensive knowledge serve MRO and OEM end users in virtually all industrial markets through our multi-channel capabilities that provide choice, convenience, and expertise.
Applied Industrial Technologies is built on a philosophy that puts people first. We are an equal opportunity employer, and we are committed to a workforce in which we enforce fair treatment and provide growth opportunities for everyone. All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.
$36k-42k yearly est. 1d ago
Customer Care Specialist II
Ampcus Incorporated 4.5
Customer assistant job in Wilmington, OH
Ampcus Inc. is a certified global provider of a broad range of Technology and Business consulting services. We are in search of a highly motivated candidate to join our talented Team.
Job Title: Customer Care Specialist II
(Remote)
Description:
GENERAL DESCRIPTION
The Customer Care Specialist II will work directly with clients via Phone, E-mail, Chat and / or other electronic methods of communication to resolve their application and product issues. In addition, the Technical Customer Care Specialist will also be responsible for routine customer questions relating to product usage within the company. This role is responsible for leveraging technical knowledge to deliver excellent care to clients while adhering to quality assurance standards.
SPECIFIC RESPONSIBILITIES
Handle routine customer questions relating to product usage.
Provide technical support on issues through to resolution.
Maintains expert-level knowledge of business processes and procedures.
Accurately log all customer information in the CRM tool.
Facilitate communication to other departments as needed to resolve client concerns.
Communicate with key stakeholders to identify and resolve inquiries.
Provide proper follow- up to ensure customer is kept apprised of the issue status.
Job Requirements:Customer Care Specialist II
Candidates should be within 50 miles of Sacramento, CA or Wilmington, OH.
High School Diploma/GED and 3 years' experience OR Any level degree or certification beyond High School Diploma/GED and up to 1 year experience OR 5 years' experience.
Strong technical skills (Microsoft Office, Salesforce.com, or similar CRM, contact center software).
Serves as a customer care agent for an assigned customer base or product area.
Responds to customer inquiries received via telephone or online.
Documents and reports on customer inquiries, status, and resolution.
Follow up with customers on issue status and resolution to ensure ongoing high satisfaction levels.
Determines problem source (i.e., hardware, software, user access).
Resolves issues where possible.
Refers difficult and complex issues to internal technical experts and/or.
Refers issues to management.
Documents issues for future reference, internally and externally.
Builds working relationships with customer representatives and with cross-functional teams.
Ampcus 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, age, protected veterans or individuals with disabilities.
$27k-31k yearly est. 1d ago
Customer Service Associate
American Signature, Inc. 4.5
Customer assistant job in Columbus, OH
At American Signature Inc., we believe everyone has the right to a well-furnished life. Every day, our customers embark upon their personal style journey-an adventure. To that purpose, we are committed to providing our customers with an easy and fun furniture shopping experience. The Customer Service Associate is critical in ensuring we meet that goal. This person serves customers by answering questions, forwarding messages, confirming orders, scheduling deliveries and keeping customers informed of their order status. The Customer Service Associate is responsible for executing all office operations.
Some of the functions the Customer Service Associate will perform:
Embodies our values: Adventure Guides, Serve Others and Own It
Assists in fostering an energetic and positive working environment
Frequently communicates with customers via phone
Partners with all team members to create an easy transaction and great in home delivery service
Develops strong relationships with customers who shop with us in-store and online
Listens to the customers' needs and presents possible options
Requirements
The Ideal Candidate will have, among other skills and abilities:
High school diploma or general education degree (GED); or equivalent combination of education and experience
Ability to read, write and comprehend simple instructions, short correspondence, and memos
Ability to effectively present information in one-on-one and small group situations to customers and team members
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Demonstrated ability to handle customer calls displaying good phone skills
Track record of serving others and putting team goals first
Owners mindset; takes ownership over everything within scope of responsibility
Embody an adventure guide; passion for the business, bringing curiosity and innovation to the job
Proactive approach; identifies and solves problems
Adaptability; flexible to shifting priorities and a changing environment
Desire to continuously improve
If you are selected for an interview, a formal job description is available. Your interviewer can answer any questions you may have about your role in our company.
$22k-27k yearly est. 1d ago
Customer Support Representative
Area Temps, Inc. 3.8
Customer assistant job in Westlake, OH
A manufacturing company is offering an immediate full-time opportunity for a Customer Support Representative to answer phones and emails, enter data into ERP System, handle customer inquiries, track orders, and perform other duties as needed. Work ho Support, Representative, Customer, Retail, Staffing
$28k-34k yearly est. 1d ago
Customer Enrollment Associate In Office
The Whittingham Agencies
Customer assistant job in Perrysburg, 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 1d ago
Customer Service Representative - State Farm Agent Team Member
Andy McMahon-State Farm Agent
Customer assistant job in Mason, OH
Benefits:
Licensing paid by agency
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Growing up in a State Farm family, I was inspired by the impact an agent can have on people's lives, and that's what led me to this career. Today, what I enjoy most about being an agent is making a difference-not just for our customers and their families but for my team as well. One of the milestones I'm most proud of is being recognized as a Top Agency in the State of Ohio, which reflects the strong conversations we're having with clients to ensure they're properly protected.
Our team thrives on collaboration, constantly driving one another to grow and improve every day. I lead with a servant's heart, providing the tools, training, and support needed to help my team reach their goals. We're deeply involved in the community through organizations like Kiwanis, local school donations, wildlife habitat support, and scholarships for local districts.
We also make time to have fun together with casual Fridays, quarterly outings like Top Golf or dinner, and a year-end retreat. Our agency offers travel opportunities when goals are met, team retreats, and flex time for top performers.
We're looking for someone who is motivated, upbeat, personable, and a true self-starter. Success is celebrated through dinners, awards, trips, cash incentives, and public recognition. What excites me most about bringing on a new team member is helping them build a balanced, rewarding career with limitless potential.
ROLE DESCRIPTION:
As a Customer Service Representative - State Farm Agent Team Member with Andy McMahon - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assistcustomers with policy changes and updates.
Process insurance claims and follow up with customers.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
$27k-35k yearly est. 1d ago
Customer Service Coordinator
Swipejobs
Customer assistant job in Cleveland, OH
The position of Account representative/Shipping and receiving Clerkwill have primary responsibility to work directly with customers and carriers on daily order requirements. Responsibilities also include monitoring product and communication flow between warehouse and office, which includes maintaining 100% inventory, resolving problems, monitoring the quality of our service while adhering to all policies and procedures.
Principal Duties and Responsibilities:
Review daily inbound and outbound requirements.
*Some office experience required
Process inbound and outbound orders in systems.
Maintain and monitor Customer Order Screens and White Board.
Track orders [ with Warehouse Supervisor ] in and out of warehouse.
Track needs for daily orders with customer.
Make BOLs for shipments.
Monitor any issues with inventory locations and correct immediately.
Transmit BOLs and COAs to customers as required.
Adhere to enforce policies and procedures.
Monitor product flow with Warehouse Supervisor.
Resolve problems.
Monitor quality of our services.
Develop excellent, professional communication skills.*
Admins are encouraged to learn and master Spanish and English.*
Customer Information Systems as required*
Abecas/Insight - Grand Warehouse Management System*
Bar Coding Scanning where required*
Maintain all data in Abecas and Customer Information Systems [ SAP, JDE, Other ]
· ALL OTHER DUTIES AND PROJECTS AS ASSIGNED.
Qualifications and Key Skills:
· Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
· Education/Experience: High school diploma or general education degree (GED); or equivalent combination of education and experience.
· Language Ability: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
· Math Ability: Ability to work with simple mathematical concepts such as addition, subtraction, multiplications, and divisions. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
· Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of operational instructions.
· Computer Skills: To perform this job successfully, an individual should have a knowledge of Grand Worldwide Logistics Corporation Warehouse Management Systems and, where required, customer and carrier information systems.
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. While performing the duties of this job, the employee is regularly exposed to work near moving mechanical parts. The employee is occasionally exposed to fumes or airborne particles; outdoor weather conditions; risk of electrical shock and vibration. The noise level in the work environment is usually loud.
Physical Demands:
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. While performing the duties of this job, the employee is regularly required to stand, walk; use hands; reach with hands and arms and talk or hear. The employee is occasionally required to sit; climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 60 pounds. Specific vision abilities required by this job include close vision.
$28k-38k yearly est. 4d ago
Customer Service Representative - State Farm Agent Team Member
Adam Deel-State Farm Agent
Customer assistant job in Columbus, OH
Benefits:
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Training & development
Vision insurance
Position Overview
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Establish customer relations and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Use a customer-focused, needs-based review process to educate customers about insurance options.
As an Agent Team Member, you will receive...
Health, Dental, and Vision Insurance
Salary plus commission/bonus
Life/Disability Insurance Benefits
401K with matching funds
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Learning to market property/casualty, life, health and banking and financial products
Setting sales and growth goals
Working closely with the agent to gain an understanding of the agent's role and office logistics
Learning how to network effectively
Requirements
Excellent communication skills - written, verbal and listening
Self-motivated
Detail oriented
Proactive in problem solving
Dedicated to customer service
Ability to work in a team environment
Ability to effectively relate to a customer
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
Our Agency
Adam Deel is a State Farm agent in Columbus, Ohio. We are a top ranked agency in the state of Ohio. Our work environment is fast-paced, team centric, and goal oriented. We focus on providing excellent training on the insurance industry while providing existing employees an opportunity to advance within the agency and State Farm. If you are ready to start your career in the insurance industry, our office would be a great home for you! Follow the next steps below to apply.
Next Steps
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
$27k-35k yearly est. 1d ago
Customer Service Claims Specialist
National Safety Apparel 3.7
Customer assistant job in Brooklyn, OH
Position Overview: Deliver a best-in-class, customer-centric experience through accurate and efficient handling of claims and returns. The Claims & Returns Specialist is responsible for investigating product-related issues, processing RMAs, coordinating replacements or credits, and ensuring timely, professional communication between customers, Sales, Quality, and Production.
Essential Job Functions:
Deliver a best-in-class, customer-centric experience with every customer interaction across every channel (calls, emails, chat, text).
Communicate clearly and professionally in both verbal and written formats.
Demonstrate a positive, empathetic, and professional demeanor toward all customers and colleagues.
Maintain ownership of all assigned cases through full resolution, ensuring a one-touch experience whenever possible.
Accurately process RMA requests, credits, replacements, and adjustments in ERP and CRM systems according to company policy.
Validate claim details, including original order, shipment, and inspection records, to ensure complete and accurate resolution.
Follow all established workflows and work instructions to ensure consistency and compliance.
Meet or exceed Customer Experience performance metrics, including SLA compliance, response time, quality, and order accuracy.
Collaborate with Quality, Production, and Shipping to verify root cause and coordinate appropriate corrective action (e.g., repair, remake, or credit).
Maintain accurate documentation, including case notes, RMA logs, return authorizations, photos, and investigation summaries.
Communicate clearly and professionally with internal teams to ensure customer needs are met in full and on time.
Escalate complex or unresolved cases promptly to the Lead or Manager, Customer Experience, for support.
Identify recurring issues or trends and escalate to Quality or the Manager, Customer Experience, for analysis.
Demonstrate a command of product and industry knowledge when assisting with questions, providing guidance and choices to our customers.
Understand and effectively use applicable technology as required by the business, including ERP, Salesforce and Microsoft Outlook.
Non-Essential Job Functions:
Other duties as assigned
Training: On the job
Qualifications:
Education & Certifications: High school diploma or Equivalent through Associate's Degree or higher preferred, but not required
Experience: 1-3+ year(s) customer service experience preferred, Intermediate or higher skill level in Microsoft Outlook, Excel, and Word, Experience in business software - ERP, order entry software, CRM preferably Salesforce
Key Competencies: Performs well under pressure, Technophile, Team-Oriented, Listening, Problem-Solving, Time Management, Flexible, Highly Organized, Detail-Oriented, Reliable, Highly Engaged, Professional Communication (written & verbal), Coachable, Empathetic
Physical Requirements: Long periods of sitting or standing at an individual workstation, heavy computer work.
Working Conditions: Daily work in a temperature-controlled office environment, heavy computer work, must be able to stand/sit for the duration of the workday
EEO Statement: National Safety Apparel provides equal employment opportunities for all persons regardless of race, color, religion, sex, national origin, handicap, disability, ancestry, age, veteran status, marital status, sexual orientation or any other protected group status as defined by law.
$25k-31k yearly est. 3d ago
Call Center Customer Service Representative
Russell Tobin 4.1
Customer assistant job in Columbus, OH
We're Hiring: Call Center Customer Service Representative
📅 Contract: 6-12 months (Contract-to-Hire)
💲 Pay: $19.00-$19.16/hour
Are you an experienced call center or customer service professional who enjoys helping customers and resolving issues in a fast-paced environment?
This is an opportunity to support clients at a leading financial services organization, delivering high-quality account support and building long-term career stability.
✅ What We're Looking For:
1+ year of call center or customer service experience
Experience handling high-volume inbound calls
Strong communication, active listening, and problem-solving skills
Comfort working with account information and following procedures
Banking, financial services, or regulated industry experience is a plus
Associate's or Bachelor's degree in Business, Finance, or a related field preferred, not required
💼 What You'll Do:
Handle inbound calls to support customers with account-related inquiries
Provide accurate, professional, and timely service
Research, troubleshoot, and resolve customer issues
Document all interactions clearly and accurately
Meet individual and team performance metrics
🌟 Why Join Us?
Work with a well-known financial institution
Structured training and ongoing support
Fast-paced, team-oriented call center environment
Opportunity for contract-to-hire conversion based on performance
Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors.
👉 Apply now to take the next step in your customer service career!
$19-19.2 hourly 1d ago
Customer Service Representative
Acme Brick Tile & Stone 4.2
Customer assistant job in Columbus, OH
We are currently seeking a best in class Customer Service Representative with excellent organization skills and a personable disposition to provide product/service information to customers and sales reps. You will assist in resolving product and se Customer Service Representative, Customer Service, Representative, Retail, Manufacturing, Sales
$28k-34k yearly est. 1d ago
Insurance Customer Service Representative - Personal Lines
Farmers National Bank of Canfield 4.7
Customer assistant job in Cortland, OH
SUMMARY: This position will assist agency insurance representatives in gathering all necessary documents for new clients and enter information into agency management system. This role will also partner with insurance representatives to manage and maintain existing accounts including account servicing (change requests, renewals, etc.), marketing and account rounding. The IAM will set the standard for high levels of client satisfaction in meeting/exceeding their needs, and assist/lead other team members in providing the same high level of performance.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Address customer needs by confirming appropriate coverage, processing change requests and billing and payment inquiries.
Prepare applications for renewals reviewing for accuracy with correct entry into agency management system.
Process insurance claims by gathering information from client, submitting to insurance company, and following through to the close of the claim with claims adjuster.
Order Motor Vehicle Reports for prospective insured drivers.
Assist Producer in the marketing of new business accounts; process applications; and submit to the insurance company for binding of coverage and completion of Certificates of Insurance.
Provide clients with automobile identification cards.
Compile information for marketing of prospects.
Review expiration lists for confirmation all policies in current period are renewed.
Scan and attach all documents to customer files in agency management system.
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position
EDUCATION and/or EXPERIENCE:
High School or equivalent GED
Must have Property and Casualty License
Preferred minimum of one (1) Year experience working with insurance related.
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Licenses & CertificationsProperty & Casuality Lic (preferred)
Life & Health License (preferred)
Skills
Customer Service (preferred)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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.
$30k-34k yearly est. 2d ago
Customer Service Advisor - Willard - Willard, OH
Wesbanco Bank Inc. 4.3
Customer assistant job in Willard, OH
Back Customer Service Advisor - Willard #23-8480 Willard, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Willard Banking Center.
Market Cleveland Work Hours per Week 40 Requirements
High school diploma or GED required.
Banking, cash handling, sales, and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
Essential Functions:
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Cross-selling of Bank's products and services
Business development (inside and outside)
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals.
Educates bank team on uncovering opportunities to help advance financial wellness of customers.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Cross trained and expected to assist with operational duties.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Willard, Ohio, United States
$31k-36k yearly est. 2d ago
Customer Service and Sales Support
Vitric 7
Customer assistant job in Columbus, OH
📋 Customer Service and Sales Support | Customer Service, Marketing, Sales |
🚨 Start ASAP
📍 Columbus, OH | 💼 Entry Level | ⏱ Full-Time
Our goal is to help our team members first master the basics of customer service and sales, client relationship building, and self-management. The Vitric 7 training program is designed to help team members strengthen communication skills, develop strong negotiation skills, and plant a foundation for great work habits that will propel them into the future.
📋 Job Summary:
This is a full-time on-site role for a Customer Service and Sales Support Representative, located in Columbus, OH. The representative will handle day-to-day tasks including being the face of our store, providing customer support, maintaining customer satisfaction, and helping to facilitate sales processes. Responsibilities include answering customer issues, problem-solving with customers, providing detailed information about products and services, assisting the sales team, and contributing to a positive customer experience.
✅ Key Responsibilities:
Promote products, services, and promotions to customers one on one.
Greet and assistcustomers with a friendly and professional attitude.
Provide in-depth product knowledge and recommendations to meet customer needs.
Meet or exceed retail sales goals and performance targets.
Participate in product training and stay up-to-date on promotions and new arrivals.
Collaborate with team members to ensure a smooth and effective retail operation.
🎯 Who We're Looking For:
High school diploma or equivalent; post-secondary education is a plus.
Previous experience in retail or customer service is preferred but not required.
Strong communication and interpersonal skills.
Positive attitude with a passion for customer service.
Ability to work in a fast-paced environment and handle multiple tasks.
📋 Why This Role?
This is more than just a job-it's a launchpad for your career. With our rapid growth, you'll have the opportunity to take on leadership roles and make a real impact. If you're ready to grow, lead, and succeed, we want to hear from you!
Competitive hourly wage plus commission/bonuses (if applicable)
Employee discounts
Opportunities for growth and advancement
Supportive and inclusive team environment
Ongoing training and development
$22k-30k yearly est. 3d ago
Customer Service Representative
Vernovis 4.0
Customer assistant job in Cincinnati, OH
Job Title: Business Service Center Advocate
Who We Are:
Vernovis is a Total Talent Solutions company that specializes in Technology, Cybersecurity, Finance & Accounting functions. At Vernovis, we help these professionals achieve their career goals, matching them with innovative projects and dynamic direct hire opportunities in Ohio and across the Midwest.
Come join us:
Vernovis is looking for a Business Service Center Advocate who will serve as a key support resource for our clients treasury management products, acting as a primary point of contact for business clients and internal partners. You will support inbound inquiries, research and resolve issues of varying complexity, and provide guidance on system capabilities and product usage while delivering a high level of customer service. The role requires taking full ownership of issues from start to finish, staying current on products, policies, and compliance requirements, and escalating more complex matters as needed, all while operating effectively in a fast-paced, call-driven environment.
What You'll Do:Respond to inquiries relating to bank products and services.
Inquiries may come from business or Treasury Management clients of the bank or may be internal from Treasury Management Officers, Branch Staff, or other business partners.
Remain current on products, services, policies and procedures for the department.
Resolve issues with varying degrees of complexity through account research and utilization of support materials and resources.
Escalate requests requiring additional knowledge or expertise as defined by department leadership.
Responsible for accepting incoming calls (call volume varies and may be high during peak times) from business clients and internal employees to answer questions, resolve issues, and educate on system capabilities all while delivering exceptional customer service.
Accepts ownership of problem resolution from start to finish for issues presented by clients and internal employees alike.
Performs a variety of additional support functions as assigned by leadership.
What You'll Have:1-3 years of Customer Service experience
Basic knowledge of Word & Excel Basic Computer Skills
1-3 years of Deposit Operations or Cash Management experience or Bachelor's Degree
Prior banking experience preferred but not required
Prior clerical/data entry experience preferred
Must be self-motivated and ability to work independently.
The Vernovis Difference:
Vernovis does not accept inquiries from Corp to Corp recruiting companies. Applicants must be currently authorized to work in the United States on a full-time basis and not violate any immigration or discrimination laws.
Vernovis provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
$27k-35k yearly est. 3d ago
Customer Service Representative
Randstad USA 4.6
Customer assistant job in Columbus, OH
As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate marketing strategies when communicating with customers.
Key Responsibilities:
Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing.
Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.
Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws.
Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.
Setting goals and expectations to achieve success in the role as well as future opportunities.
May perform other duties as assigned.
Education:
High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
License/Certification/Designation:
ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.
Experience:
One year of experience in customer service, sales related occupations.
Knowledge, Skills and Ability:
Knowledge of various insurance products and the sales process.
Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states.
Understands the consequences of not following the FINRA rules and regulations.
Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software.
Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers.
Other criteria, including leadership skills, competencies and experiences may take precedence.