Customer service representative jobs in Gary, IN

About the Company This role is the first point of contact for customers and vendors, ensuring calls are answered promptly, messages are delivered, and the sales process keeps moving. The Office & Customer Support Coordinator manages incoming calls, supports the sales and operations teams, and keeps communication flowing so jobs move quickly and smoothly. This person becomes the hub: routing calls and gathering key job details so that the process keeps moving forward. About the Role The Office & Customer Support Coordinator is responsible for managing customer interactions and supporting the sales process. Responsibilities Customer & Phone Support Answer incoming calls promptly and professionally - emergency calls, new jobs, vendor inquiries, insurance adjusters, etc. Gather essential information (address, source of loss, type of damage, urgency level). Enter details into the CRM or job tracking system accurately. Route calls to the appropriate technician, sales lead, or manager. Provide updates or basic information to customers when appropriate. Sales & Job Intake Support Assist with scheduling assessments, inspections, or job walk-throughs. Record and track leads, including referral sources and insurance carriers. Send confirmation messages and follow-up communication as directed. Prepare and send simple documents or estimates (under direction of the team). Social Media & CRM Support Help manage and update company social media accounts (posting updates, sharing job photos, promoting services - based on guidance and brand guidelines). Assist with light content drafting, scheduling posts, and monitoring engagement. Take ownership of keeping the CRM updated and accurate, including lead status changes, job details, customer information, and follow-up tasks. Office & Administrative Tasks Organize incoming mail, deliveries, and office supplies. Handle data entry, filing, and light paperwork. Keep the office organized, clean, and running efficiently. Support one-off tasks as assigned - within the scope of the role. Qualifications Experience in customer service, office coordination, or administrative support. Strong verbal communication - calm under pressure, clear on the phone. Ability to juggle multiple calls, tasks, and priorities at once. Comfortable with basic technology and learning new systems. Organized, dependable, and able to maintain confidentiality. A friendly, empathetic demeanor - especially with distressed customers. Work Environment & Expectations Fast-paced small business environment; every day is different. Ability to be on-site when needed, with scheduling that may vary week to week. Must be able to communicate with field technicians and customers simultaneously. Role requires consistent reliability and quick follow-through. Ability to sit, stand, and use a phone/computer for extended periods. Equal Opportunity Statement We are committed to creating an inclusive workplace and are proud to be an equal opportunity employer. Employment decisions are based on qualifications, experience, and business needs, without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected characteristic.

We are seeking several motivated individual to join our Institutional Services groups. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements. The successful candidate will be motivated, have strong initiative, analytical and methodical. Responsibilities: Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy. Client inquiries typically encompass a broad array of themes including: Operability of IB Trader Workstation, Web Trader and Mobile Trader execution platforms including trading modules and analytical tools; Cash deposit and withdrawal activity, position transfers, and account administrative functions. Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions. Margin calculations; Commission structure, interest, and fee. Coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues. Customer service is the primary function where calls are predominantly routine, but may require deviation from standard screens, scripts, and procedures. Uses computerized system for tracking, information gathering, and/or troubleshooting. Requires general knowledge of the organization, products, and/or services to assess needs and suggest solutions. Required Qualifications: Experience in financial services position (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required. Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email, or online chat. In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange, and fixed income. Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies. Multi-language skills an advantage URGENT NEED FOR PORTUGUESE AND SPANISH Bachelor's or advanced degree is required. If you meet the required qualifications and are interested in this role, please apply today. The Solomon Page Distinction Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs - this specialized approach sets us apart in the industries we serve. About Solomon Page Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn. Opportunity Awaits.

Schedule: Monday-Friday | 8:00 AM - 4:30 PM Growing pain clinic seeking a Bilingual Medical Billing & Collections Representative to support back-end revenue cycle operations. This is a great entry-level opportunity for candidates with medical billing, collections, or insurance follow-up experience who are seeking long-term growth in a smaller, hands-on environment. Responsibilities Follow up on open claims including commercial, workers' compensation, personal injury, and Medicare/Medicaid Contact insurance payers, patients, and attorneys to resolve outstanding balances Perform claim follow-up via internal billing system and phone Enter charges, submit paper claims, and track claim status Write appeal letters independently (no templates) Document all account activity accurately Participate in hands-on, on-site training Required Qualifications Bilingual in Spanish and English (proficiency will be tested) 1-2 years of experience in medical billing, collections, charge entry, payment posting, or insurance follow-up Knowledge of medical insurance (commercial, government, workers' comp) Strong written and verbal communication skills Computer savvy and detail-oriented

Job Description Are you outgoing, ambitious, and ready to build a career that lets you grow, travel, and earn great money? At AGI, we're not just hiring - we're developing tomorrow's leaders. Our company helps young professionals build real-world sales, communication, and leadership skills through hands-on customer interaction. You'll be part of a fun, high-energy team that represents top brands in the field. If you're someone who thrives on face-to-face connections, teamwork, and learning fast, this opportunity is for you. We train you from the ground up, so no prior experience is needed. Compensation & Benefits Hourly or Commission-Only Options (depending on experience) Average Weekly Pay: $800-$1,500 Bonus Incentives: cash prizes, team trips, and contests Paid Training and continuous mentorship from industry leaders Career Growth: opportunities to move into leadership or management Travel Opportunities - regional events, retreats, and conferences Fun, supportive environment - team nights, networking, and recognition events Compensation: $800 - $1,500 per week Responsibilities: Engage with customers to understand their needs and provide tailored solutions. Represent top brands with professionalism and enthusiasm during face-to-face interactions. Collaborate with team members to achieve sales targets and enhance customer satisfaction. Participate in ongoing training sessions to refine your sales and communication skills. Contribute to a positive team environment by sharing insights and supporting colleagues. Track and report sales activities and outcomes to ensure transparency and accountability. Adapt to changing market trends and customer preferences to maintain a competitive edge. Qualifications: Experience in customer service or sales is a plus, but not required. Ability to engage and communicate effectively with diverse customers. Proven track record of working collaboratively in a team setting. Strong problem-solving skills to tailor solutions to customer needs. Willingness to learn and adapt to new sales techniques and market trends. Ability to maintain professionalism and enthusiasm in face-to-face interactions. Comfortable with tracking and reporting sales activities for transparency and growth. About Company Our mission is to inspire the next generation with optimism, teamwork, and results. We adhere to our core values and have a people-oriented environment that is exciting and professional! We encourage personal growth for our associates as we expand our business into new markets. We offer advancement opportunities with promotions based on performance and experience. Hard work and having fun are what we're all about.

Customer Consultant - Budtender - Full Time This is for the Chicago-612 N Wells Location Wake Up and smell the Roses! Are you looking to join a diverse, inclusive, positive environment where both customers and staff are our priority? We pride ourselves on our incredible team, from management to staff, who bring diverse skill sets from all walks of life to create Green Rose. Green Rose was established in 2021, and opened our flagship store in River North in November 2022, and our second location in Lincolnwood 2023. Customer Consultants/Budtenders (CC) will be responsible for assisting customers and will offer customers one-on-one consultations on product selection based on their deep understanding of the dispensary's product offerings. These positions will be required to work closely with the General Manager/Assistant General Manager and all departments, and others at the dispensary and within the company to ensure competency with new products added to inventory and ensure fluid and practiced communication skills towards accurately and efficiently assisting customers. The CCs will become trusted advisors to customers about cannabis products, their profiles, and their routes of administration. Following consultation, the CC will be responsible for completing sales according to company policies and practices, including ensuring records of the sale are entered into the POS and State's verification system correctly and completely. Experts on the floor, with customer interactions, product knowledge, and pure work-ethics to provide all customers with the best possible experience and ensure our returning customer base. The role will also consist of other front line operational duties with a basic understanding of back end operational duties. Required to handle money, manage codes, always ensure smooth traffic while always maintaining exemplary flow and great service. These duties listed are not exhaustive, and additional responsibilities may be assigned by management. Responsibilities included but not limited to: Greet and check in all customers Immediately engage with all customers to understand all wellness needs while recommending products Assess individual customer needs by asking proper, relevant questions to lifestyle to best determine what products to recommend Adhere to and promote culture of compliance Continued education and training to further knowledge of all products Assist in maintaining cleanliness and organization of store to include front and back-end operations and products Perform sales transactions including cash handling, using POS systems, and exercising and adhering to all compliance and regulatory measures Always maintain customer rapport and professionalism Train and adapt to all roles Manage time and respect all protocols under pressure and fast pace Other duties as assigned Position Qualifications: 2+ years in hospitality, cannabis or retail field Consistent and constant communication on all levels Accountability at all levels and for others Balanced decision making Eyes-Up Mentality Practical and pro-active actions/thinking Attention to detail, organized lead in all workspaces Position Job Requirements: - High school diploma or GED required - Must be able to pass a background check - Must be 21 years of age - Must possess a valid license or state ID - Must remain compliant with all city and state regulations and requirements for working in the industry - Must be able to walk/stand for extended periods of time - Must be able to work opening, closing and weekend shifts as needed - Willingness to be flexible - Travel is at times necessary Green Rose Core Values: The 5 “C's” of Green Rose Retail ~Customer Service~ Provide the best in class “Cannabis Experience” for everyone we encounter ~Compliance~ Pro-Active, and Steadfast reserve to ensure our practices are above standard ~Cannabis Knowledge~ Becoming a True Cannabis Expert; commitment to be the best at our craft ~Compassion~ Compassionate Cannabis Practices - Responsibly Excels & Unites us all ~Communication~ Communication - dissolves question, cultivates environments of uniqueness and diversification Cultivate Your Green Rose - Harvest the fruits of Stoic Standards, with the elegance of individual/unified uniqueness How we live our Core Values Accountability: Own and honor our commitment to always put others first Diversity: Treat everyone with respect Excellence: The little things matter most Integrity: Always do the right thing Mission Statement: In everything Green Rose does, we are always dedicated to our mission: Inspire and guide the human essence; one puff at a time Green Rose Dispensary is a Chicago-based veteran, female, Black and Latino owned adult use dispensary that empowers the customer with in-depth knowledge about the newest products on the market. Green Rose delivers the best products with the best customer service on the newest, most innovative platforms. We are dedicated to operating as a strong advocate for inclusion and the elevation of diverse voices for our employees and customers. Green Rose Dispensary is an equal opportunity employer who believes in the value of diverse voices and perspectives.

Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Dental insurance Employee discounts Free uniforms Health insurance Training & development Wellness resources About the Role: As a Customer Retention Specialist at Mr. Rooter of Cook County, you'll play a vital role in ensuring our customers receive exceptional service and support. Join our passionate team in Elk Grove Village, IL, and help us foster lasting relationships with our clients while contributing to our mission of delivering top-notch plumbing solutions. Responsibilities: Engage with customers to address inquiries and resolve issues promptly. Develop and implement customer retention strategies to enhance satisfaction. Analyze customer feedback and data to identify trends and opportunities. Collaborate with team members to create personalized follow-up plans. Monitor customer interactions to ensure service excellence and compliance. Maintain accurate records of customer communications and resolutions. Utilize CRM software to track customer engagement and retention metrics. Assist in creating customer loyalty programs and promotions. Maintain a low or no anxiety position Requirements: Proven experience in customer service or retention roles, preferably in the service industry. Strong communication and interpersonal skills with a customer-centric attitude. Ability to analyze data and derive actionable insights. Familiarity with CRM systems and customer engagement tools. Excellent problem-solving skills and attention to detail. Ability to work independently and as part of a team. High school diploma or equivalent; degree in business or related field preferred. Positive demeanor and a passion for helping others. Ability to keep the everyday anxious situations at a very low position to remain effective in the role About Us: Mr. Rooter of Cook County has been proudly serving the Elk Grove Village community for over 20 years. Our commitment to reliable, professional plumbing services has earned us a loyal customer base and a stellar reputation. We value our employees and foster a supportive work environment where everyone can thrive and grow.

Vevo is the world's leading music video network, connecting an ever-growing global audience to high quality music video content for more than a decade. Founded by Universal Music Group and Sony Music Entertainment in 2009, Vevo offers fans worldwide a vast array of premium content to choose from, showcasing official music videos alongside a constantly developing lineup of live performances and innovative original programming. From top superstars to rising new talents, Vevo brings incomparable cross-promotional support to artists across the musical spectrum, at every stage of their careers. Vevo has consistently evolved over the past decade to lead within today's ever-changing media landscape, embracing partnerships with a number of leading distribution platforms to deliver extraordinary content within ad-supported environments. With more than 25B views across television, desktop and mobile devices each month, Vevo brings music videos to the world - when, where, and how fans want them. We're seeking an Account Services Representative to join our small team of talented Revenue Generating and Operation specialists that are working to maximize profitable revenue and provide best in class support to the larger Sales organization. This ASR role will report to the Account Executive, as part of the larger Revenue Operations/Sales organization. The ASR will have the opportunity to help create and position compelling media proposals in an effort to drive revenue growth & provide best in class customer service to the Sales organization. As a member of the Sales team here at Vevo, you'll be working alongside super talented individuals that will both inspire you and challenge you to think about things like strategic sales planning, inventory forecasting/utilization, and ad product pricing/packaging in ways you hadn't imagined. We often take time as a team to review new industry trends and advancements, and think critically about various things happening in the world around us that may impact the ways we decide to be more strategic as a team overall. We have a phenomenal team made up of accomplished individuals from Inventory Analysts, Campaign Managers to Sales Operations specialists, and we're excited about having you join us! As a member of the team, you will: * Create & revise compelling and sellable media proposals in the pre-sale process * Have a knowledge of all historical rates by client for proposal creation * Attend all necessary RFP brainstorm meetings to provide insight on pricing, packaging and inventory requirements for media proposals * Play integral role in the Sales Prospecting process * Ensure all data is accurately entered and updated in Salesforce & Operative * Manage that AE pipeline stages are consistent within each system * Submit, review and Single Sign IOs in accordance with planning & Vevo policy/procedure * Handle post-sale revisions to booked placements which include any targeting changes or re-expressions and budget shifts * Forecast inventory availability for Takeovers and Rotational media * Manage Go-To Market packaging & premiere tracking * Manage upfront rates & upfront spend tracking * Work with Sales and Ad Ops in managing any delivery issues and propose inventory solutions * Manage the artist list creation & discussions with client in coordination with Inventory & Sales, including ComScore Artist Pulls/Rankers * Manage nationwide project initiatives such as proactive packaging, Premieres, Audience Guarantee. * Make strategic pricing decisions in the Scatter market with Management oversight and guidance This describes you: * You have extreme attention to detail * You are comfortable in a fast-paced work environment * You can multi-task like a pro without letting anything slip through the cracks * You are comfortable in a client-facing role * You love to collaborate and take your analysis and working with various teams to put it into action * You are intrigued by a dynamic, flexible digital video product and its revenue potential * You enjoy creating solutions; using your expertise to contribute to revenue growth and campaign success * You have experience taking fun seriously, cheering up your teammates when they need some positive encouragement, and you naturally understand that work isn't work when you love what you do * You have an expressed desire to learn and grow into a sales career Requirements: * Recent college graduate, with a keen interest in Sales * Bilingual in Spanish is a plus * Internship experience in digital, TV, and/or agency media is a plus * Must be highly proficient in Excel & Powerpoint * A plus if you have knowledge of DoubleClick, Operative, and/or Salesforce * High level understanding of media math, media proposal composition and Nielsen/Comscore data ratings is ideal * Not required, but experience working with dynamic digital products such as: Sponsorships, Audience Guarantee, Viewability & Programmatic is a plus Interested? Great! You might like to know: * We're a fun, energetic, and tight knit team * We really enjoy music and technology * We have competitive compensation and benefits packages * We have premier access to music content and new releases of original media content $58,000 - $58,000 a year This is a full-time position based on-site/in our Chicago office. Vevo currently operates in a hybrid work model and requires all employees, who have not been designated as "remote" to be in the office/studio a minimum of 3 days a week. Vevo considers applicants for all positions without regard to race, color, creed, religion, national origin or ancestry, sex, age, disability, genetic information, veteran status, or any other legally protected status under local, state, or federal law. Salary $58,000 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionDescription: · Acts as a point of client contact for the delivery of medical equipment to nursing facilities and patient homes. · Responds to customer needs, concerns, and complaints · Consults with clients on products and necessary equipment · Obtains all documentation to be scanned and batched at the Branch · Manages all follow-up functions with the account, post set-up · Oversees all transactions coming from a specific account(s), including all referral sources · Obtains all required documentation for orders to be entered into the system, service scheduling, and billing/payment · Proactively resolves issues by anticipating and identifying problems, then coordinating the appropriate solution(s) · Troubleshoots any issues that may arise with the accounts and any relevant on-site departments · Assists in the utilization process, as well as, transitioning patients to capitation switch-outs · Coordinates patient services and scheduling set-up · Identifies and develops strategic relationships within the institution that will enhance patient care · Performs timely follow-up on all delivered products/services · Responds to emergency calls and related needs as needed during regular business hours and on an On-Call basis · Effectively works and coordinates timely discharges with Customer Care Center and/or Branch Customer Service Team Requirements: High School diploma required At least 2 years of related customer relationship experience, preferably in DME, or medical-related services Demonstrated ability to build and maintain solid working relationships with internal and external customers Participate in training and development to become qualified to perform the essential job functions Geographically located within the assigned territory Must possess a Valid Driver's License Basic skills in Access, Excel, PowerPoint, MS Project, Visio, Word Mathematical proficiency, with a strong ability to understand, interpret, and develop spreadsheet data Basic skills in Access, Excel, PowerPoint, MS Project, Visio, Word

The Opportunity: Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With roughly $10B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals. Wealth Management has been Mesirow's flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years. We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park office to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities: Client onboarding, including preparation of new account paperwork and client information-gathering Account maintenance, including any account registration and account profile changes Asset movement processing, including journals, wire transfers and EFTs Assist with quarterly billing and performance reporting Client issue resolution Gathering tax information for clients and assisting with tax reporting Relationship management, including regular client contact General administrative functions, including but not limited to: Maintaining information in the Client Relationship Management System Exception report review Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc. Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries Trade execution and trade error resolution, as may be applicable and required Requirements: Bachelor's degree Minimum of 5 years relevant experience required FINRA Series 7 and 66 licenses strongly preferred Familiarity with estates preferred Highly motivated self-starter with a strong work ethic and positive “can-do” attitude Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.) Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred Demonstrates an ability to learn new processes and technology platforms Takes direction well and demonstrates proactive follow through on assigned tasks Ability to prioritize and effective time management skills Excellent verbal and written communication skills Remains focused on tasks and retains composure under pressure or with conflicting priorities Gathers information and consults appropriate parties when additional guidance is needed Solicits feedback from team members on a regular basis and commits to performance improvement in identified areas Responsive to client requests and escalates to team members whenever necessary In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $75,000 and $95,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a bonus and the Mesirow benefit program. EOE

The ideal applicant should have 1-2 years of experience and be able to perform a variety of tasks within a very busy atmosphere, make quick/accurate decisions, and have the flexibility to provide adequate coverage including some evenings and weekends, especially during peak weather. If you are someone who adds value through flexibility and the ability to perform well under pressure, then we look forward to meeting you! Pay & Benefits: $13 per hour starting pay, plus incentives. Hourly rate assigned based on experience. Health insurance - Blue Cross, Blue Shield 401K with minimum 3% match Free life insurance - 25K Free vision insurance Free dental insurance Paid vacation and holidays Opportunity for advancement! Requirements: Ability and willingness to learn and multi-task Experience and knowledge in Microsoft Excel, Access, and Word Excellent organizational and documentation skills Excellent communication skills both verbal and written Excellent and confident customer support skills and positive disposition Flexibility for On-Call responsibilities Ability to handle high call volume Tasks Include, But Not Limited To : Identify, research, and resolve customer questions Complete call logs and reports Recognize, document, and alert supervisor of trends in customer calls Recommend process improvements Transfer calls correctly to the appropriate staff when necessary Provide customers with basic information regarding the nature of our business "Other duties as required." Reasonable Accommodation: Four Seasons is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Four Seasons is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at ************ Ext 5010. Covid-19/Coronavirus update: Four Seasons will remain open as an essential business to service the Chicagoland area. Through continuous and careful planning, we continue to adapt to the quickly changing landscape of the world today to maintain the safest work environment for our employees. We have hand sanitizer at all work stations and we provide Personal Protective Equipment (PPE) which include face masks and gloves to all employees to help insure their health & safety in these uncertain times.

The Client Onboarding Specialist will be responsible for delivering an exceptional client experience at the outset of a new prospect or client relationship through a dedicated client onboarding team. This role will ensure that the client has an efficient and streamlined onboarding process while building a relationship with WTW that utilizes the right processes, tools, and technology. Responsibilities will include managing client data and working closely with other WTW teams to ensure the client's preferences are properly documented and set up in WTW systems to complete the onboarding process. The Client Onboarding Specialist will liaise with the producer, sales operations, and the entire client advocacy team to streamline operations, improve efficiency, and contribute to the overall success of the company. The Client Onboarding Specialist will handle the data collection process from the prospect phase up until handing off to the client team. This role will assist the advocacy team in gathering and organizing key information to be loaded into the appropriate systems for the prospecting and onboarding process. The Client Onboarding Specialist will organize meetings, meet with the client, and coordinate with other specialist teams (e.g., certificate center, accounting center) to gather specific certificate preferences or billing allocation needs, plus handle other responsibilities related to onboarding that may arise. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Team members will work across verticals as needed, align with IVD specialization as skillsets develop Manage client data such as contact information, exposures, losses, and certificate holders/guidelines during the onboarding process, ensuring it is captured accurately in the correct format and systems. Work with ACA & CS colleagues and other teams to ensure all data is set up correctly Develop and update the Onboarding Pack throughout the process In conjunction with CA/ACA, communicate with clients to gather and set up certificate guidelines and supplemental screens. Train and assist clients with key technology platforms such as RIC and Proofs Direct. Ensure compliance with WTW regulations, sanctions, and key data linkages like GCIDs and industry revenue coding during the On Boarding process, specifically Participate in the RFP process as needed Collaborate with GSD colleagues throughout the onboarding process Provide regular updates to CA/ACA/CS on the status of their account setup and work to resolve any issues Use feedback and best practices to improve the onboarding process Manage the transition of work to the ongoing service team Serve as a process expert and problem solver for complex processes, escalations, and issues related to insurance products and services, as it pertains to Client Onboarding The Requirements Must achieve and maintain insurance broker's P&C license and complete various continuing education activities as needed. If not licensed will allow 90 days for course completion and license acquisition. Targeted at least 3+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role or demonstrated capabilities to complete role responsibilities Able to apply knowledge of coverage forms Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs Business Acumen; knowledge of strategy, tactics, and solutions for the client Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations Receptive to feedback; critical thinking and problem-solving skills, high adaptability Supports in advocating for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, provides clear guidance to ensure others fulfill roles effectively Strong project management skills: Support end-to-end oversight of large, complex, or ambiguous projects Intermediate Microsoft Office skills and familiarity with other relevant online tools Insurance industry designations preferred but not required (CISR, CPCU, ARM, CIC, CRIS, CRM) This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation. Compensation The base salary compensation range being offered for this role is $70,000-$90,000 USD per year. This role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only) Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets -

The Client Onboarding Specialist will be responsible for delivering an exceptional client experience at the outset of a new prospect or client relationship through a dedicated client onboarding team. This role will ensure that the client has an efficient and streamlined onboarding process while building a relationship with WTW that utilizes the right processes, tools, and technology. Responsibilities will include managing client data and working closely with other WTW teams to ensure the client's preferences are properly documented and set up in WTW systems to complete the onboarding process. The Client Onboarding Specialist will liaise with the producer, sales operations, and the entire client advocacy team to streamline operations, improve efficiency, and contribute to the overall success of the company. The Client Onboarding Specialist will handle the data collection process from the prospect phase up until handing off to the client team. This role will assist the advocacy team in gathering and organizing key information to be loaded into the appropriate systems for the prospecting and onboarding process. The Client Onboarding Specialist will organize meetings, meet with the client, and coordinate with other specialist teams (e.g., certificate center, accounting center) to gather specific certificate preferences or billing allocation needs, plus handle other responsibilities related to onboarding that may arise. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Team members will work across verticals as needed, align with IVD specialization as skillsets develop Manage client data such as contact information, exposures, losses, and certificate holders/guidelines during the onboarding process, ensuring it is captured accurately in the correct format and systems. Work with ACA & CS colleagues and other teams to ensure all data is set up correctly Develop and update the Onboarding Pack throughout the process In conjunction with CA/ACA, communicate with clients to gather and set up certificate guidelines and supplemental screens. Train and assist clients with key technology platforms such as RIC and Proofs Direct. Ensure compliance with WTW regulations, sanctions, and key data linkages like GCIDs and industry revenue coding during the On Boarding process, specifically Participate in the RFP process as needed Collaborate with GSD colleagues throughout the onboarding process Provide regular updates to CA/ACA/CS on the status of their account setup and work to resolve any issues Use feedback and best practices to improve the onboarding process Manage the transition of work to the ongoing service team Serve as a process expert and problem solver for complex processes, escalations, and issues related to insurance products and services, as it pertains to Client Onboarding The Requirements Must achieve and maintain insurance broker's P&C license and complete various continuing education activities as needed. If not licensed will allow 90 days for course completion and license acquisition. Targeted at least 3+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role or demonstrated capabilities to complete role responsibilities Able to apply knowledge of coverage forms Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs Business Acumen; knowledge of strategy, tactics, and solutions for the client Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations Receptive to feedback; critical thinking and problem-solving skills, high adaptability Supports in advocating for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, provides clear guidance to ensure others fulfill roles effectively Strong project management skills: Support end-to-end oversight of large, complex, or ambiguous projects Intermediate Microsoft Office skills and familiarity with other relevant online tools Insurance industry designations preferred but not required (CISR, CPCU, ARM, CIC, CRIS, CRM) This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation. Compensation The base salary compensation range being offered for this role is $70,000-$90,000 USD per year. This role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only) Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets -

* Responsible for 20-40 total accounts (depending on other responsibilities and factors), doing all responsibilities of the Account Coordinator and Senior Account Coordinator * Builds and manages relationships with client(s) (core team and/or carrier) * Reviews, completes and delivers Budget Projections to core teams * Completes renewal package (enter carrier responses, claims and premium experience, benchmarking, Monte Carlo, formatting of tables and charts, finalizing Power Point deliverable) * Negotiates with carrier partners the most optimal outcome for our client(s) * Sends final client deliverable, as well as written recommendation, to dedicated team member for peer review * Revises deliverable and recommendation based on peer review and delivers final results to core team * Hosts standard meetings with core teams to discuss marketing status and other open items * Provides feedback to carrier partners on renewal and new business * Attend client meetings/calls to observe presentation by manager and/or leadership * Liaison between core team and claims team * Liaison between core team and AMAP team * Obtain/maintain license

We are passionate about what we do, the services we provide, and the clients we serve. If you're looking for an opportunity to join a company that values collaboration, innovation, and dedication, we're the right place for you. Provides a high level of service and administrative support to clients, panelists, and associates. Enhances the client experience by creating a welcoming and inviting office atmosphere and providing concierge service. The CESmight assist multiple RCs and is expected to collaborate with local management in regard to the general functions in support of the Resolution Center ("RC"). Serves as a mentor for other team members in the office and region. Handles front desk training and back office administrative support; assists with team and/or event coverage. Develops and manages relationships with vendors. Responsibilities What you will do * Provides professional concierge-level client services (e.g., leads client and neutral check-in, room assignments, and oversees front desk logistics and responsibilities). Assists associates, panelists, clients, and vendors including handling special needs and requests like ADA accommodations for JAMS guests. Assists in the moderation of virtual and hybrid hearings, answers phones, and routes inquiries as appropriate. * Facilitates the coordination of food and beverage service (e.g., cafés, snacks, and beverages). Handles the set-up and breakdown of lunch buffets. Maintains a list of lunch and snack vendors whose quality is aligned with JAMS' expectations. Researches potential vendors and snack varieties based on client needs/use. Adheres to the welcome and after-hours protocols and engages with JAMS panelists throughout the day. * Provides technical support for on-site cases in tandem with the management and the Client Experience Virtual teams. Supports panelists and clients with technological needs, addresses assistance requests, andtroubleshoots inquiries throughout the day. Coordinates tech set-ups and logistics for in-person and hybrid hearings. Liaises with the IT department for tech support and logistics. * Acts as point of contact in the absence of the Manager Client Experience. Communicates with management regarding the general status of RC and region, facility issues, panelist concerns, etc. Liaises with other departments as it relates to event planning; assists with cost containment practices; streamlines front desk procedures; and partners with management to address safety plans, evacuation procedures, etc. Contacts the HR department, in partnership with management to seek clarification on any JAMS workplace related practices. * Performs administrative tasks (e.g., case management support, filings, etc.), prepares and distributes mail, conducts data entry, maintains document retention, and assists on other projects and participates in committees as designated by their manager. * Maintains inventory, orders office supplies, and manages pick-up and delivery services. Monitors facility equipment (e.g., printers, coffee machines, postage machines, etc.). * Serves as the safety response coordinator and the on-site contact when there is a complex room request. * Ensures all new panelists are welcomed and oriented to the organization. * Other duties as assigned within similar scope. Qualifications * High School or equivalent (GED). Required * Bachelor's Degree in Business, Business Administration, or related discipline. Plus * 4-6 years of working in a comparable professional services environment. Required * 4-6 years of working in a legal and client service role. Plus * 1-3 years For Internal candidates, proven ability as a Client Experience Coordinator, or similar position to lead or mentor. Required * Knowledge of all processes, procedures, and policies required to perform duties effectively. (Requiredproficiency) * Computer literate and proficient in all software programs required for the position. (Required proficiency) * Verbal and written communication skills. (Required proficiency) Ability to organize, prioritize, and manage multiple responsibilities and tasks in a quick-paced environment. (Required proficiency) * Ability to troubleshoot technical issues while working with remote IT support. (Required proficiency) * Ability to operate virtual media software, connect to Zoom sessions, and connect audio calls to video calls. (Required proficiency) * Prior experience with multimedia support (e.g. Zoom, HDMI connection to display, Creston). (Plus proficiency) * Ability to proactively verify and test existing A/V equipment. (Plus proficiency) * 15% travel to other offices.

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to Job responsibilities Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. Enthusiastic and self-motivated. Superior written and oral communication. Superior customer service skills. Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: College graduate preferred. Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. **Job responsibilities** + Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. + Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. + Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. + Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. + Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. + Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. + Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. + Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. + Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. **Required qualifications, capabilities and skills:** + Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. + Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. + Enthusiastic and self-motivated. + Superior written and oral communication. + Superior customer service skills. + Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. + Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. **Preferred qualifications, capabilities, and skills:** + College graduate preferred. + Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. + Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. + Superior interpersonal communication skills, as well as strong attention to detail and time management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Chicago,IL $25.49 - $34.62 / hour

Job DescriptionA Quick Story… A daughter living in California calls our office. Her dad-an 82-year-old retired engineer-is being discharged home tomorrow. She's overwhelmed, emotional, and unsure what to do next. On the other end of the phone, you pick up. Your calm voice steadies her. Your confidence reassures her. Your scheduling skill puts an Intake nurse, preceptor and caregiver in place within hours. And when she sighs with relief and says, “Thank you. I can breathe now,” -you feel the impact of your work. That's what we mean by Client Success Specialist. At IHCI, you don't just create schedules. You create peace of mind. Do you thrive in a fast-paced environment where people depend on you to keep things running smoothly? Do you value compassion, professionalism, and serving families with excellence? At In-Home Caregivers of Illinois, we help seniors age safely at home with nurse-practitioner-led support. We're growing-and we're hiring a Client Success Specialist who will be the steady, organized, compassionate “heartbeat” of our office. What You'll Do This role is perfect for someone who loves coordinating, communicating, and helping families feel supported. Your responsibilities will include: Managing caregiver schedules with accuracy and urgency Filling open shifts and responding to same-day changes Communicating clearly with caregivers and client families Providing a warm, professional customer experience Supporting long-distance family caregivers with updates Collaborating with our nursing team for safe care delivery Maintaining notes, schedules, and documentation in our system You are the connector-the person who ensures clients never feel forgotten, and caregivers always know where they need to be. What We're Looking For You're a great fit if you are: Strong in communication (warm + professional) Organized and able to multitask Emotionally steady under pressure Detail-oriented and reliable Compassionate with a heart for seniors Skilled at coordinating people and schedules Experience in home care, healthcare, staffing, or customer service is a plus. Why Work With Us Purpose-driven, nurse-led organization Supportive environment that honors your growth Stable work with meaningful impact Leadership that values integrity, compassion, and excellence You directly influence how families experience safety and peace PTO, life insurance, retirement accounts and more... Apply Today If you're ready to bring your gifts, your professionalism, and your heart for serving families, we'd love to meet you.

With several Northern Cook and Lake County locations, Josselyn, a nonprofit community mental health center, has been serving people since 1951. Today, Josselyn is known for its commitment to providing not only high-quality and affordable care, but excellent care for more than 7,500 children, adolescents and adults annually. Josselyn made history and was honored in 2025 as the only nonprofit named to Crain's Chicago Business Fast 50 list for the second consecutive year! Job Summary The Floater Client Access Specialist serves as the first point of contact for clients, visitors, and staff, playing a vital role in creating a welcoming and supportive environment. This position combines front desk reception responsibilities with intake support to ensure a seamless entry point into services. Although, based out of Josselyn's Northbrook office, this position requires working across multiple sites: Grayslake, Waukegan, Highland Park, and Northbrook to provide coverage. Schedule This is a Monday - Friday schedule with a rotating Saturday requirement. Candidates must be available to work all shifts - hours are not flexible. Opening Shift: 8:30 AM - 4:30 PM Mid Shift: 11 AM - 7 PM Closing Shift: 1 PM - 9 PM Saturday (rotating) Shift: 9 AM - 2 PM Hourly Rate: $18 - $18.87 ($32,760 - $35,252) based on experience Essential Responsibilities and Metrics: Greet and check in clients and visitors with professionalism and warmth, ensuring a positive first impression. Collect client copayments at the time of check-in, issue receipts, and ensure accurate documentation in accordance with billing procedures. Monitor missed payments and maintain records of clients who fail to pay at check-in or after virtual appointments; document appropriately and notify the assigned clinician Answer incoming calls, direct inquiries appropriately, and provide accurate information about services. Ensure completion of in-person opening paperwork by scanning, uploading, and updating the electronic health record (EHR) accurately and in a timely manner. Promptly process walk-in clients, ensuring timely service and appropriate documentation. Maintain confidentiality and handle sensitive information in accordance with HIPAA and organizational guidelines. Collaborate with clinical and administrative staff to ensure timely communication and coordination of client care. Monitor waiting areas and ensure they are clean, safe, and welcoming at all times. Support additional administrative tasks as needed, including mail handling, supply ordering, and general office support. Qualifications: High School Diploma or equivalent Prior experience as a receptionist in a behavioral health or healthcare related field HIPPA experience Competency in Microsoft Office365 applications including: Word, Excel, and Outlook and Zoom Consistent, reliable, professional dress, and manner Excellent written and verbal communication skills Excellent time management skills Coverage in Northbrook, Highland Park, Grayslake, and Waukegan required

* Responsible for 20-40 total accounts (depending on other responsibilities and factors), doing all responsibilities of the Account Coordinator and Senior Account Coordinator * Builds and manages relationships with client(s) (core team and/or carrier) * Reviews, completes and delivers Budget Projections to core teams * Completes renewal package (enter carrier responses, claims and premium experience, benchmarking, Monte Carlo, formatting of tables and charts, finalizing Power Point deliverable) * Negotiates with carrier partners the most optimal outcome for our client(s) * Sends final client deliverable, as well as written recommendation, to dedicated team member for peer review * Revises deliverable and recommendation based on peer review and delivers final results to core team * Hosts standard meetings with core teams to discuss marketing status and other open items * Provides feedback to carrier partners on renewal and new business * Attend client meetings/calls to observe presentation by manager and/or leadership * Liaison between core team and claims team * Liaison between core team and AMAP team * Obtain/maintain license This is a remote eligible position. Compensation and Benefits Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant sate/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location. Compensation * Base salary: $60,000 USD * Performance Bonus: This role is also eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate. Lockton Benefits Offerings At Lockton, our caring culture means we're invested in your health and wellbeing. That's why we've developed a benefits program that is all about helping you reach your ultimate potential, both at the office and at home. From health and wellness to financial wellbeing and everything in between, we have you covered. We encourage you to take advantage of the broad range of available offerings. * Health Plans - Options include United Healthcare Consumer-driven health plan or Surest variable copay plan * Wellness incentive program for health premium savings * Dental Plans - MetLife PPO & Copay option * Vision Plan - VSP Choice Plan * Health Savings Account * Flexible Spending Accounts - Dependent Care, Ltd. Purpose, Healthcare, Transportation * Life Insurance - Group term life, AD&D plus voluntary life options * Paid parental leave * Disability benefits - salary continuation & long-term disability for qualifying events * Legal services * Critical illness care * Hospital indemnity * Pet insurance * Gym membership discount programs * Retirement 401(K) Plan - 100% match up to 6% with immediate vesting * Student loan 401(K) match option * Associate assistance mental health program * Merchant discounts * Paid time off including vacation, holidays, personal days, volunteer days, and sick time * Associate referral bonus & new business finder's fee * Company sponsored charitable and community events * Note: the above applies to regular full-time Associates; see Human Resources for part-time benefits