Customer service representative jobs in Flower Mound, TX

We're looking for a Customer Experience Representative to assist members with health insurance questions. This is a fully onsite Temp-to-Hire role in Addison (ZIP 75244), paying $20/hour, Monday-Friday, 8:00 AM-5:00 PM. Start ASAP and join a team focused on delivering exceptional service! Job Responsibilities Deliver exceptional customer service Assist customers with questions about their plans Respond to inquiries via phone and email in a professional, friendly manner. Accurately document all interactions in the system. Maintain a positive attitude and ensure quality service Job Requirements Health insurance background required (customer service or plan support experience preferred). Strong communication skills and a customer-first mindset. Ability to work onsite Monday-Friday, 8 AM-5 PM. Reliable and committed-no job hoppers; we value stability. Hardworking, adaptable, and team-oriented. No claims experience needed-this role does not involve claims processing or decision-making. Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: ***************************************** Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting ************* Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)

The Member Services Specialist serves as a frontline ambassador for the health plan, delivering high-quality, resolution-focused support to members, providers, and brokers across multiple lines of business. As the initial point of contact, this role extends beyond basic call handling-Specialists are trained to navigate the foundational pillars of our healthcare offerings, including the Health Exchange, US Family Health Plan, and NCHD, with a strong emphasis on first-call resolution. Specialists develop working knowledge of benefit structures, assist callers with portal navigation and access, and begin interpreting claims activity to support both member and provider inquiries. This position blends customer service excellence with technical skill-building, offering exposure to internal systems, regulatory protocols, and cross-functional workflows. Specialists are expected to gain proficiency in core platforms used for eligibility verification, claims review, and member account management (e.g., HSP, HPS, HealthTrio). All interactions must be documented with a clear and concise recap of the call's purpose

Do you love developing and nurturing great relationships? As an N2S Customer Success Specialist, you will be responsible for managing and growing our Fortune 500 accounts, understanding their staffing requirements, and ensuring the successful placement of qualified candidates. You will play a crucial role in building strong client relationships and contributing to the growth and success of N2S Location: Onsite from Plano,TX Qualifications: Must have 3-5 years of overall experience in the Staffing & Recruiting Industry with hands on recruiting experience and exposure of client communication preferably with O&G or IT MSP clients. Strong understanding of working with VMS and MSP based accounts. Any experience working with a Hybrid/Offshore delivery model will be a plus. Proven experience in staffing, recruiting & client communication, supporting client/ MSP programs from a supplier side. Strong interpersonal and communication skills. Excellent negotiation and problem-solving abilities. Excellent reputation and relationship-building skills. Ability to work in a fast-paced, target-driven environment. Must be a self driven and highly motivated individual. Proficiency in using applicant tracking systems (ATS) and other relevant software. Key Responsibilities: Be the single point of contact for our Fortune 500 clients Build long-term client partnerships to understand their challenges and provide solution. Maximize market share with a client to make us their trusted staffing supplier. Qualify new job orders and work with the delivery lead for better coverage and support. Present candidates to Hiring Managers and follow up for feedback . Coordinate with Client to schedule candidate interviews and onboarding. Coordinate with recruiting team including screening, orientation, and placement of candidates. Use CRM/ATS (Job Diva) to manage activities. Constant communication with clients to build rapport and to obtain critical information including, job descriptions, referrals, and business leads. Additional Requirements: Must be open to travel across the country, especially locally, and support clients from their offices. Availability to work outside regular office hours, if needed. Benefits of working at N2S: Uncapped Commissions 100% Contribution to Health/Dental/Vision

About Us: Born from Loloi Rugs - an industry leader that has been trusted by thousands of the world's top designers and retail stores - Joon Loloi is an e-commerce retail destination delivering an insider's perspective on home furnishings. Our online selection of furniture, rugs, lighting, and décor is a combination of exclusive in-house design, signature trademarks, and expertly curated pieces for every room and everyone. Security Advisory: Beware of Frauds Protect yourself from potential fraud and verify the authenticity of any job offer you receive from Loloi. Rest assured that we never request payment or demand any sensitive personal information, such as bank details or social security numbers, at any stage of the recruiting process. To ensure genuine communication, our recruiters will solely reach out to applicants using an @loloirugs.com email address. Your security is of paramount importance to us at Loloi, and we are committed to maintaining a safe and trustworthy hiring experience for all candidates. Joon Loloi is looking for a talented Customer Experience Specialist. Here at Loloi we craft products to create beautify spaces and we are seeking to develop a unique customer experience that embodies eCommerce, inspiration, value add services, design tools, and community for design enthusiasts and trade professionals alike. Our Customer Experience Specialist will most often be the first point of contact for our customers, handling inbound and outbound calls with professionalism, courtesy, and efficiency. The primary responsibility will be to provide exceptional customer service and support, resolving inquiries, and ensuring overall customer satisfaction. This position requires excellent communication skills, a positive attitude, and the ability to multitask in a fast-paced environment. As an integral part of the Joon Loloi Customer Experience Team, this role will work closely with Training, Branding, and Merchandising to ensure they have a deep understanding of the product, the brand and provide exceptional service through every customer contact. This position is based on-site Monday-Friday at our Dallas, TX headquarters. Responsibilities Handle Inbound Calls: Receive incoming calls from customers, addressing their queries, concerns, and requests promptly and accurately. Offer personalized solutions to meet their specific needs Outbound Calls: Make outbound calls to follow up on customer inquiries, conduct surveys, confirm appointments, or inform customers about new products and services Customer Support: Provide excellent customer support via phone, email, or chat. Assist customers with troubleshooting issues, navigating through products/services, and resolving complaints to ensure a positive experience Product Knowledge: Acquire in-depth knowledge of the company's products, services, and processes to effectively assist customers and address their inquiries Data Entry: Accurately document customer interactions, inquiries, and feedback in the company's database or CRM system. Maintain detailed records for future reference and follow-up Problem Resolution: Proactively identify and resolve customer issues, ensuring their concerns are addressed in a timely and satisfactory manner Upselling and Cross-Selling: Identify opportunities for upselling or cross-selling products and services to customers, enhancing their overall experience and contributing to revenue growth Team Collaboration: Work collaboratively with other team members and departments to ensure smooth operations, escalate complex issues when necessary, and participate in ongoing training and skill development Adherence to Policies: Comply with company guidelines, call center protocols, and established processes to maintain high-quality service delivery and uphold the organization's reputation Performance Metrics: Achieve individual and team performance goals, including call handling metrics, customer satisfaction scores, and sales targets, as applicable Experience, Skills, & Ability Requirements High school diploma or equivalent; additional education or certifications are a plus Previous experience in a call center or customer service role is preferred but not mandatory Previous experience in design or keen interest in interior design Excellent communication skills, both verbal and written, with a strong command of the English language Active listening skills and the ability to empathize with customers' needs and concerns Strong problem-solving skills and the capacity to think quickly on your feet Basic computer proficiency and familiarity with CRM software and call center systems Patience, resilience, and a positive attitude even during challenging interactions Ability to multitask and manage time effectively in a fast-paced environment Willingness to work flexible hours, including evenings, weekends, and holidays, if required Highly organized and skilled at time management Possess personal qualities of integrity, credibility, and commitment to corporate mission What We Offer Comprehensive health, dental, and vision benefits 401(k) with employer match Paid parental leave A culture that fosters ongoing growth opportunities A stable, growing family-owned company that looks after its employees Loloi Rugs/Joon Loloi does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits. We seek a diverse pool of applicants and consider all qualified candidates regardless of race, ancestry, color, gender identity or expression, sexual orientation, religion, national origin, citizenship, disability, Veteran status, marital status, or any other protected status. If you have a special need or disability that requires accommodation, please let us know.

• Support post-deployment activities during the decommissioning phase. • Ensure smooth transition, resolve issues promptly, and provide hypercare support to stakeholders. • Monitor and manage hypercare activities post-decommission. • Act as the first point of contact for issue resolution during transition. • Coordinate with technical teams to troubleshoot and resolve problems. • Maintain documentation of issues and resolutions for future reference. • Communicate status updates to stakeholders regularly. • Experience in hypercare or post-implementation support roles. • Strong problem-solving and coordination skills. • Excellent communication and stakeholder management abilities. • Familiarity with telecom or IT systems preferred.

The Stylist Success Specialist position will help J.Hilburn Stylists feel confident and equipped to provide 5 star concierge service to their Clients and grow their business while also ensuring that the Stylist feels valued by the company. Core Accountabilities and Responsibilities 5-star Concierge Service Concierge service mentality: Demonstrate a relentless commitment to supporting Stylist business success with a proactive, solutions-first approach. Multi-channel responsiveness: Deliver timely, white-glove service via phone, email, live chat, and text channels to support Stylist and Client inquiries. Fit and product support: Provide guidance and advice on product fit, design, and ordering to support Stylist expertise and Client satisfaction. Problem resolution: Troubleshoot complex issues with persistence and professionalism, ensuring complete and satisfying resolution for the Stylist. Stylist Partnership Development Business partnership mindset: Build authentic relationships with Stylists and act as a trusted partner in their business growth. Proactive outreach: Identify opportunities to check in with Stylists, support onboarding or transitions, and proactively offer help without being asked. Insight sharing: Surface useful trends or recurring challenges to company leadership to improve systems and drive service enhancements. Advocacy and follow-through: Ensure the Stylists will feel seen, heard, and supported by owning their issue from start to finish. Knowledge and Process Execution Policy and procedure fluency: Continously learn knowledge of J.Hilburn processes, programs, and systems accurately in daily support. Knowledge base utilization: Reference and contribute to the internal knowledge base to support continuous service quality improvement. Process adherence: Follow standard operating procedures to ensure consistency and professionalism in every interaction. Documentation and ticketing: Accurately record service requests, updates, and resolutions in the appropriate systems. Cross-functional Collaboration Stylist Success Team Collaboration: Communicate openly and respectfully with peers, sharing knowledge and supporting group success. Cross-functional Team Collaboration: Collaborate respectfully and effectively with other departments to align on solutions, share insights, and support Stylist-facing initiatives. Required Knowledge, Skills, and Abilities Delivering support across multiple channels (phone, email, chat, sms) in a fast-paced Strong problem-solving, communication, and relationship management skills. Strong proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with CRM systems (e.g., Zendesk, Salesforce, Freshdesk). Ability to resolve complex service issues with a high level of professionalism, persistence, and empathy. Providing fit and product advice, ideally within apparel, tailoring, or styling environment. Proven record of adaptability and resilience while thriving in a fast-paced environment by staying composed, flexible, and ready to take initiative. Working with independent contractors, business owners, or Stylists, offering tools, guidance, and support to help grow their business. Required Education and Experience Bachelor's degree in Fashion Merchandising, Business, Communication, or a related field preferred. 5+ years of customer service or sales experience, preferably in high-end retail client-facing, apparel/fashion, e-commerce, or concierge services. Familiarity with interpreting and navigating backend order systems, customer profiles, and inventory tools. Familiarity with building successful rapport and loyalty with clients. Proven record of adaptability and resilience while thriving in a fast-paced environment by staying composed, flexible, and ready to take initiative. Familiarity with CRM systems, ticketing platforms, or customer support software (e.g., Zendesk, Salesforce, Freshdesk, etc.). Travel There is minimal anticipated travel required for this position. Annual and Semi-Annual Company Conferences, usually in the DFW area This is an ONSITE position 4 days/week, Monday through Thursday, Fridays are remote and occasionally on the weekend.

SNI Companies has partnered with a reputable financial services company in Irving, TX that is seeking a Bilingual Customer Service Advisor to join their team. This opportunity is ideal for someone interested in a role that combines both sales and customer service skills. This is a hybrid opportunity, 80% remote, 20% in office. Candidates will be required to complete training on-site. Responsibilities: Following established procedures and guidelines answering a wide variety of inbound calls from new and existing customers with the highest degree of courtesy and professionalism Listens attentively to customer needs and concerns; demonstrates empathy while maximizing opportunity to build rapport with the customer. Recognizes and creates potential sales opportunities that support the sales team Consistently meets established call handling and lead generation metrics. Builds and maintains effective internal working relationships and supports team in meeting company goals. Job Qualifications: 5 years plus previous sales experience in a warranty or insurance company environment Must be able to demonstrate proper skill handling of customers, claims and payable processes, and the generation of sales opportunities. Superior communication skills and phone presence. Bi-lingual skills required. Strong negotiation and conflict resolution Able to meet Key Performance Goals on a daily, weekly and monthly basis Results oriented, and ability to multi-task and successfully work in a fast-paced, self-directed environment. Ability to work independently and as part of a team.

Job Title: Customer Service Representative Job Type: Full-Time Experience Level: Entry to Mid-Level We are looking for a Customer Service Representative to join our team in Dallas, TX. The ideal candidate will be responsible for delivering excellent customer support by handling inquiries, resolving complaints, and providing information about products or services. If you are a people person with strong communication skills and a passion for helping others, we'd love to hear from you! Key Responsibilities: Handle incoming customer calls, emails, and chats in a professional and courteous manner. Resolve customer issues efficiently while ensuring customer satisfaction. Provide product/service information and assist with order placement, billing, returns, and technical support. Document all customer interactions in the CRM system accurately. Escalate complex issues to the appropriate departments when necessary. Maintain knowledge of company products, services, policies, and procedures. Meet or exceed performance metrics related to response time, quality, and customer satisfaction. Requirements: Bachelor's degree is must. 1-3 years of customer service or call center experience. Excellent verbal and written communication skills. Proficiency in using computers, CRM systems, and basic MS Office tools. Ability to multitask, prioritize, and manage time effectively. Positive attitude, patience, and a strong work ethic.

Hi Professionals; I'm Thiru with Theme Soft. I came across your profile wanted to reach out to discuss this exciting opportunity I have with my client for Customer Service Representative role.Your profile looks to be a great match for the requirement and would appreciate your thoughts once review the below requirement. Location: Remote Title: Customer Service Representative Job Description/Responsibilities • Answer inbound calls from our internal clients at the branches. • Educate Financial Advisors on account services and capabilities. • Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks • Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries Required Skills: • Excellent communication and organizational skills, attention to detail, and strong follow-up skills • Strong problem-solving skills • Flexible and adaptable to change • Proficient in Microsoft Office Suite • Windows navigation skills Must Have skills: 1. Experience - 1-2 year minimum in call center environment. 2. Excellent Communication skills 3. Strong organizational skills and attention to detail

The Dispatcher serves as the first point of contact for incoming customer communications and is responsible for distributing email requests and documentation to the appropriate Customer Service Representative (CSR) for processing. This role ensures timely response and task routing within the customer service team and provides support with customer documentation and communication, including order acknowledgments and COA requests. Business metrics Key performance metrics for the Dispatcher role include average first response time, email routing accuracy, and order acknowledgment turnaround time. Efficiency can be measured by email volume managed, COA request fulfillment rate, and timely escalation of urgent tasks. Additional indicators such as internal stakeholder satisfaction and error rate in task execution reflect the quality of support provided. Together, these metrics ensure prompt, accurate, and customer-focused service delivery. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Responsible for professionally and enthusiastically answering incoming calls and electronic requests from patients, family members and other external parties to register new patients, schedule healthcare appointments, answer questions, handle complaints, troubleshoot problems and provide information on behalf of the institution. Identifies and resolves discrepancies or missing information and accurately enters data into the electronic medical record system. Verifies insurance coverage or determines patient self-pay responsibility and provides cost information. Schedules healthcare appointments based on need, patient request and in accordance with system and clinic guidelines. Interprets physician orders to schedule appointments and ancillary tests. MINIMUM REQUIREMENTS ADDENDUM Must pass PSS or CCS training program and successfully complete competency exam to maintain position. Experience Preference: Prior customer service experience is strongly preferred

The hourly range for this position is $12.75 to $13.50. This position is also eligible for incentive pay based on performance. Customer Accounts Advisor Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership. Skills for Success Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron's team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life. The Work Attainment and upkeep of customers' accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments. Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone Sell customers on the benefits of timely lease agreement renewal payments Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals Assist with merchandise returns and guest deliveries as directed by management Clean and certify merchandise in the Quality Assurance Center for all items personally returned Complete and maintain weekly vehicle maintenance sheet and route sheets daily Load, secure and protect product in company vehicle Safely operate company vehicle Assist the Sales Team as needed Any reasonable duties requested by management Requirements United States at least 21 years old with a valid state Driver's License and compliance with the Company's Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18. Must meet DOT requirements to obtain certification in required states (United States) Ability to work schedule of hours varying from 8 am to 9 pm Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly Two years of retail/customer service experience preferred High School diploma or equivalent preferred Excellent interpersonal and communication skills High energy with the ability to effectively perform all functions of the store and multitasking effectively Proper telephone etiquette Uphold the Aaron's Brand and protect company assets Maintain a professional appearance Proficient computer skills Aaron's Total Rewards Our team members are our greatest asset. As an expression of our appreciation, Aaron's is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**: Paid time off, including vacation days, sick days, and holidays Medical, dental and vision insurance 401(k) plan with contribution matching *Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. **Benefits vary based on full-time and part-time employment status.

Patient Account Resolution Specialist (100% On-Site) Join a growing healthcare organization with a thriving, supportive culture! We're looking for a Patient Account Representative to be the go-to resource for patients, resolving billing questions, processing payments, and ensuring every interaction is smooth, professional, and positive. This is a hands-on, impactful role where you can make a real difference every day. Key Responsibilities Manage a high volume of incoming and outgoing patient communications related to medical billing, account balances, insurance coverage, and payment options Provide clear, patient-friendly explanations of billing statements, insurance determinations, and financial responsibility Review, verify, and update insurance information and patient account details Post and process patient payments while ensuring accurate account documentation Maintain detailed and timely notes of all patient interactions within the billing system Partner with internal billing and coding teams to research and resolve account discrepancies Respond to patient questions through multiple channels, including phone, email, voicemail, and patient portals Support statement generation, refunds, audits, and other ad hoc projects as assigned Adhere to all HIPAA, privacy, and compliance standards always Qualifications Strong customer service mindset with clear, confident communication skills Team-oriented, proactive, and willing to go above and beyond 1+ year of medical billing or patient-facing healthcare experience Solid understanding of insurance plans, medical terminology, CPT/HCPCS codes, and EOBs Highly organized with the ability to prioritize in a fast-paced environment Comfortable navigating billing systems and Microsoft Office tools If you're organized, patient-focused, and ready to make a difference in a fast-paced, growing healthcare environment, we'd love to hear from you!

The ideal candidate is a competitive self-starter that thrives in a fast-paced environment. You must be comfortable making dozens of calls per day, working with partners, generating interest, qualifying prospects, and closing sales. Responsibilities Source new sales opportunities through inbound lead follow-up and outbound cold calls and emails Prospect call preparation including company background research and other pertinent lead information Identify customer's buying trends and provide reports to management Enter, update, and maintain CRM information on leads, prospects, and opportunities Qualifications Bachelor's degree or equivalent experience in Business At least 1 - 3 years' of sales experience Excellent written and verbal communication skills Ability to multi-task, organize, and prioritize work

The Customer Retention Auditor supports the Retention team by ensuring accuracy, consistency, and compliance within customer retention call documentation. This role is responsible for assigning and tracking call logs, auditing call records against established checklists, maintaining compliance trackers, and escalating recurring issues or high-risk gaps to leadership. The ideal candidate is detail-oriented, organized, and comfortable identifying trends and process gaps. Wage Range: $18.00 - $19.00 per hour. The starting wage is determined based on relevant experience. This is an hourly, non-exempt position. Core Responsibilities Assign customer retention call logs and monitor completion on a daily and weekly basis Review call documentation to ensure all required fields, notes, and dispositions are completed accurately and consistently Conduct weekly spot-check audits using a standardized checklist or scorecard Identify, tag, and track common documentation and compliance issues (e.g., missing notes, incorrect dispositions, missing consent or disclosures) Maintain audit and compliance trackers, ensuring data is current and accurate Send reminders and follow-ups to team members regarding incomplete or incorrect documentation Escalate repeat issues, trends, or high-risk compliance misses to the supervisor or manager Support leadership with insights on process gaps and opportunities for improvement Required Skills & Qualifications Strong attention to detail and accuracy Excellent organizational and time-management skills Ability to follow standardized processes and checklists Comfortable reviewing call documentation and identifying inconsistencies Clear written communication skills for follow-ups and escalation Ability to handle sensitive or compliance-related information with discretion Preferred Qualifications Experience in quality assurance, auditing, compliance, or customer service operations Familiarity with call tracking systems or CRM platforms Prior experience supporting retention, sales, or call center teams Strong proficiency in Microsoft Excel (filters, formulas, sorting, basic analysis) Comfortable using the full Microsoft Office Suite (Excel, Outlook, Word, Teams) Benefits Affordable health care packages that include medical, dental, vision, and life insurance Vacation + Sick Leave 9 Company Paid Holidays Yearly Employer Paid Short Term Disability + Life Insurance 401K + Company Match

Job Description The Customer Retention Auditor supports the Retention team by ensuring accuracy, consistency, and compliance within customer retention call documentation. This role is responsible for assigning and tracking call logs, auditing call records against established checklists, maintaining compliance trackers, and escalating recurring issues or high-risk gaps to leadership. The ideal candidate is detail-oriented, organized, and comfortable identifying trends and process gaps. Wage Range: $18.00 - $19.00 per hour. The starting wage is determined based on relevant experience. This is an hourly, non-exempt position. Core Responsibilities Assign customer retention call logs and monitor completion on a daily and weekly basis Review call documentation to ensure all required fields, notes, and dispositions are completed accurately and consistently Conduct weekly spot-check audits using a standardized checklist or scorecard Identify, tag, and track common documentation and compliance issues (e.g., missing notes, incorrect dispositions, missing consent or disclosures) Maintain audit and compliance trackers, ensuring data is current and accurate Send reminders and follow-ups to team members regarding incomplete or incorrect documentation Escalate repeat issues, trends, or high-risk compliance misses to the supervisor or manager Support leadership with insights on process gaps and opportunities for improvement Required Skills & Qualifications Strong attention to detail and accuracy Excellent organizational and time-management skills Ability to follow standardized processes and checklists Comfortable reviewing call documentation and identifying inconsistencies Clear written communication skills for follow-ups and escalation Ability to handle sensitive or compliance-related information with discretion Preferred Qualifications Experience in quality assurance, auditing, compliance, or customer service operations Familiarity with call tracking systems or CRM platforms Prior experience supporting retention, sales, or call center teams Strong proficiency in Microsoft Excel (filters, formulas, sorting, basic analysis) Comfortable using the full Microsoft Office Suite (Excel, Outlook, Word, Teams) Benefits Affordable health care packages that include medical, dental, vision, and life insurance Vacation + Sick Leave 9 Company Paid Holidays Yearly Employer Paid Short Term Disability + Life Insurance 401K + Company Match

Customer Retention & Relationship Management Develop and execute strategies to enhance satisfaction and minimize cancellations. Build meaningful, ongoing relationships through consistent and personalized communication. Analyze customer feedback to identify trends and drive continuous improvement. Proactive Customer Engagement Conduct check-ins and discovery calls to understand customer needs and ensure a positive experience. Educate customers on warranties, incentives, and available services to help them maximize their investment. Encourage customers to share positive reviews on Google, BBB, and other platforms to enhance our reputation. Project & Case Management Manage customer cases in Salesforce, ensuring thorough documentation, accurate tracking, and on-time follow-up. Support project execution by monitoring timelines, budgets, and customer communications. Process reimbursements, credits, and invoices for escalated cases when needed. Customer Education & Engagement Conduct discovery and retention calls to understand customer needs and ensure satisfaction. Educate homeowners on warranties, incentives, and service offerings to promote confidence and clarity. Request and encourage customers to leave reviews on Google, BBB, and other platforms to enhance Dynamic EcoHome's reputation. Case & Project Coordination Manage customer cases in Salesforce, ensuring timely updates and accurate documentation. Support project progress by monitoring communication milestones and ensuring customer expectations are met. Coordinate with internal teams to ensure seamless service delivery and a smooth handoff between departments. Collaboration & Continuous Improvement Partner with operations, finance, and service teams to develop tools and workflows that improve the customer journey. Share insights and feedback to enhance retention programs and overall service quality. What You Bring 2+ years of experience in customer success, retention, or service (experience in solar, energy, or home improvement preferred). Strong communication and problem-solving skills with a calm, customer-first mindset. Experience managing cases in Salesforce or similar CRM platforms. Ability to balance multiple priorities and collaborate effectively across departments. A passion for helping customers succeed and for building lasting relationships. Compensation & Benefits $70,000 annual base + commission ($5-7 per kW installed on projects) Opportunities for advancement and performance-based incentives Paid time off, holidays, and a comprehensive benefits package A collaborative, mission-driven environment focused on innovation and growth

ESSENTIAL JOB FUNCTIONS: Responsible for providing a positive customer experience, using X-check/survey scores from customer feedback as a measurable factor of performance. Responsible for a caseload of files on programs/clients excluding home sale benefits. Learn and understand assigned clients' relocation programs including all policies, processes, and practices (typically these are established Altair clients with well-defined policies and limited services) Communicate the relocation road map, providing a comprehensive explanation of the relocation process, policies, and practices to the customer. Knowledgeable about Altair service partners; serve as a primary point of responsibility and coordination between service partners and customer. Manage all data pertinent to each customer's relocation file, document all relocation activities and transactions in the appropriate Altair information system. Understand and manage costs connected to relocation deliverables by using a consultative approach to maximize the full intent of the benefit while minimizing expenses. Understand and manage data by using appropriate reporting tools. Direct day-to-day activities for assigned Associate, as appropriate. EDUCATION: High school diploma or the equivalent combination of experience, skills, training, and education required. Bachelor's degree preferred. TRAINING and EXPERIENCE: 1 year or more of experience as a relocation associate Good basic knowledge and understanding of domestic relocation or associated industries such as travel coordination, temporary housing, or real estate. Working knowledge of Microsoft Office Products, Word, and Excel and databases; knowledge of additional software packages is preferred. Able to confidently communicate at multiple levels with customers, clients, and service partners. Understand, apply concepts of and communicate policies and processes. Deadline and time sensitive Able to self-direct and self-manage. Expense and budget sensitive Able to make effective business decisions based on information using good logic and common sense. WORK/PHYSICAL ENVIRONMENT: Office setting and/or home office work environment. Team members must be able to operate standard office equipment. Team members spend a substantial amount of time working on the computer, on the phone speaking with customers and working under deadlines. The physical demands described here are representative of those that must be met by a team member to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable team members with disabilities to perform the essential job functions. Team members must demonstrate knowledge of, and support, the company vision and value statements, policies and procedures, confidentiality standards, inclusion and diversity initiatives and code of business conduct. Note: The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the team member. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.

Responsible for professionally and enthusiastically answering incoming calls and electronic requests from patients, family members and other external parties to register new patients, schedule healthcare appointments, answer questions, handle complaints, troubleshoot problems and provide information on behalf of the institution. Identifies and resolves discrepancies or missing information and accurately enters data into the electronic medical record system. Verifies insurance coverage or determines patient self-pay responsibility and provides cost information. Schedules healthcare appointments based on need, patient request and in accordance with system and clinic guidelines. Interprets physician orders to schedule appointments and ancillary tests. MINIMUM REQUIREMENTS ADDENDUM Must pass PSS or CCS training program and successfully complete competency exam to maintain position. Experience Preference: Prior customer service experience is strongly preferred