Client Services Associate
Customer service representative job in Lincolnshire, IL
We are SGS - the world's leading testing, inspection and certification company. We are recognized as the global benchmark for sustainability, quality and integrity. Our 98,000 employees operate a network of 2,650 offices and laboratories, working together to enable a better, safer and more interconnected world.
Under general supervision, act as a liaison between clients and the laboratory to help deliver good service and scope future work as needed. Prepare and submit response quotes for work. Help prepare responses to Requests for Proposals (RFPs) and more complex quotes. Work with clients and the technical laboratory to scope work for proposal. Collaborate with clients to help ensure service is being delivered and provide follow up as needed. Monitor SGS activities against quote scope, schedule teleconferences and face to face meetings as needed. Maintain pricelists. Upon request give clients sample information and coordinate technical support and advice where needed to maintain high customer satisfaction. Follow Training SOP for training and training records.
Use of general knowledge of Biopharmaceutical and/or pharmaceutical analysis from development to commercial testing encompassing methods development, validation or method transfer
Work with departments to ensure Technical and analytical Interpretation of client compendia or other reference Bioanalytical or Analytical methods to scope out requirements to meet client needs
Prepare proposals in a way that matches client enquires
Scope and speed of decision is critical to help engage new & keep existing clients happy in our services.
Incorrect scoping of work has potential to not meet client/regulatory requirements and open SGS to regulatory scrutiny.
Review & approve routine quotes
Able to review & interpret compendial and client methods to gather relevant information from the technical experts & department heads to scope out the effort and or resources required.
Uses general knowledge to develop & present technical solutions to clients in proposals indicating cost timelines & resource
With support and details from departments construct complex proposals including Development, validation, transfer or stability studies for review by the Department Heads or TCM's.
Qualifications
Degree in Pharmacy, Biotechnology, Biology, Chemistry or related science
3 - 5 years' experience working as a scientist in a lab environment or equivalent
1 - 2 years' experience in a customer service position - preferred.
Additional Information
SGS is an Equal Opportunity Employer, and as such we recruit, hire, train, and promote persons in all job classifications without regard to race, color, religion, sex, national origin, disability, age, marital status, sexual orientation, gender identity or expression, genetics, status as a protected veteran, or any other characteristics protected by law.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily with or without reasonable accommodations. The requirements listed above are representative of the knowledge, skills, and/or abilities required.
This job description should not be construed as an exhaustive statement of duties, responsibilities or requirements, but a general description of the job. Nothing contained herein restricts the company's rights to assign or reassign duties and responsibilities to this job at any time.
If you are applying for a position within the United States and you have difficulty completing the on-line employment application because of a disability, please call ************ for assistance and leave a message. You will receive a call back. Please note, this phone number is not for general employment information, but is only for individuals who are experiencing difficulty applying for a position due to a disability.
Part-Time Office & Customer Support Coordinator
Customer service representative job in Mokena, IL
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.
Customer Support Specialist
Customer service representative job in Chicago, IL
We are currently seeking a meticulous and highly motivated Customer Support Specialist to join our AMC Operations team. This role offers a unique opportunity for personal and professional growth, as you will be challenged to deliver industry-leading customer service and contribute to continuous process improvement.
Responsibilities:
Develop lasting relationships with clients and appraisers
Strong, detailed, and respectful communication required to understand and meet the needs of clients and the Customer Support Team
Handling challenging client requests and questions as needed with a positive and effective approach
Ability to have challenging conversations with appraisers and Customers, while keeping the end goal of meeting client needs in mind
Effectively managing emails, providing clear and timely responses
Reviewing order details and resolving any conflicts, discrepancies, or errors
Identifying efficiencies in the workflow and providing suggestions to the management team
Managing a queue-based workload that requires quick decision making, prompt communication and ability to move orders through statuses in a timely manner
Reviewing order details with the ability to identify mistakes
Ensuring new orders are assigned efficiently with the highest level of quality and diligence.
Utilizing established policies and industry guidelines/procedures to ensure efficient workflow
Managing risk by ensuring no information, documentation, or commentary is used causing AIR or USPAP violations
Working independently and as a team to achieve goals and meet company expectations
Seeking opportunities to expand knowledge of the appraisal and real estate industry
Supporting a continuous improvement environment and providing suggestions or shared ideas to improve procedures and/or policies
Meeting or exceeding specific departmental and personal goals.
Exceptional customer service when answering phones and meeting SLA's.
Skills you'll need:
Comfortable in a high-production environment
Immaculate interpersonal communication skills
Experience in the Appraisal business (minimum 2 years)
Proficient experience with Microsoft Office
Experience in continuous process improvement and proactive problem-solving
Ability to work effectively in a fast-paced, team-oriented environment
Nice to have:
USPAP Certification
Located local to Rosemont, IL or Toledo, OH (Hybrid work schedule)
Benefits:
Medical, Dental, Vision, Life
401(k)
Hybrid work environment
Competitive PTO and Sick leave
About Us:
We are a high-energy, collaborative company that is revolutionizing the real estate appraisal industry in the United States. We value flexibility, dedication, and humility, and we are committed to working together to achieve our goals. If you're looking for a challenging and rewarding opportunity to grow your skills and make a real impact, we encourage you to apply.
Medical Collections and Billing Representative - 248672
Customer service representative job in Chicago, IL
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
Csr & Sales Associate
Customer service representative job in Chicago, IL
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.
Dispensary Customer Consultant - Full Time
Customer service representative job in Chicago, IL
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.
Auto-ApplyCustomer Service Expert
Customer service representative job in Lake Forest, IL
Job DescriptionBenefits:
Bonus based on performance
Flexible schedule
Training & development
BENEFIT/PERKS
Competitive Compensation
Part-Time, 25 hours per week, may include Saturdays
WHAT YOU BRING TO THE TABLE
Previous retail customer service or sales experience, including but not limited to:
Ability to translate customer requirements into final products or services
Multitasking: must have the ability to process multiple requests/projects simultaneously
Effective verbal and written communication skills
Strong attention to detail
Outstanding time management and organizational skills
Proficiency with Microsoft Office applications, Google Suite, and Windows is preferred
Ability to work flexible hours
WHAT WE EXPECT OF YOU
Assist customers with shipping and packaging services
Assist customers with their needs in person, through email, and by phone
Process customer sales through the point-of-sale system
Upsell, cross-sell, and actively participate in marketing and promotional initiatives
Open and close the center, which includes cash registers, computers, and other center systems
Assist management in maintaining, ordering, and stocking inventory
Interact with UPS, FedEx, DHL, and USPS couriers, other vendors, and all store staff
Sort and deposit mail in private mailboxes
Capture, complete tasks, and organize Virtual Mail
Maintain the center consistent with established standards
JOB REQUIREMENTS, INCLUDING PHYSICAL AND SAFETY
A high school diploma or equivalent
Valid drivers license
Must be able to stand behind a sales counter for extended periods of time (60+ minutes)
Must be able to lift at least 50 pounds
Must be able to communicate clearly with customers by email, telephone, and in person
Must perform all duties in a safe and efficient manner
COMPANY OVERVIEW
PostNet IL106 has been in business since 1992 and, through the years, has continued to support Lake Forest, Lake Bluff, and the surrounding communities by providing small businesses and consumers with high-quality printing and shipping solutions that make life easier.
Each franchise is independently owned and operated by local owners who are keenly focused on helping the businesses and individuals in their community succeed.
At PostNet, our people enable us to achieve our purpose.
Customer Relations Specialist - (Bilingual Spanish)
Customer service representative job in Chicago, IL
The Customer Relations Specialist (CRS) is responsible for ensuring timely and accurate dissemination of information to customers regarding membership, certification, continuing education programs, meetings, subscriptions and press publications via the primary channels of phone, chats and email communications. This role requires excellent communication skills along with moderate Spanish listening and speaking proficiency to support bilingual interactions.
Essential Functions:
Provide primary support for all ASCP products including electronic journals, e-commerce and electronic education.
Ensure timely and accurate responses are provided to customers via phone calls, chats and emails.
Process orders in Personify database for continuing education programs, membership dues, meetings, subscriptions and press product orders, while adhering to PCI compliance.
Process product cancellations, discounts, price adjustments and refunds when applicable and in accordance with ASCP policies.
Expeditiously resolve inquiries pertaining to outstanding customer concerns regarding but not limited to, account balances, education programs, subscriptions, product delivery times and delivery status.
Be knowledgeable of all society campaigns, products and services including BOC certification eligibility and CMP recertification requirements and procedures.
Keep Customer Relations Supervisor and Manager apprised of sudden trends causing increasing call and chat volumes, any customer issues and challenges requiring escalation, modification or adjustments to workload, information tools or for Genesys phone system canned responses.
Assist Indy warehouse to resolve book fulfillment issues, shipping discrepancies, loss and damage claims.
Participate in in-service and off-site training seminars to enhance knowledge base on standard customer service practices.
Qualifications and Requirements:
1-3 years of experience in customer service/call center environment
Excellent verbal and written communication skills
Proficiency and competency in Microsoft Office products, especially Word and Outlook
Physical Abilities:
Possible travel once a year for the annual meeting.
Some occasional light lifting.
* Pay is competitive and commensurate with experience
Equal Opportunity Employer: /Individuals with Disabilities/Protected Veteran
Auto-ApplyCustomer Retention Specialist
Customer service representative job in Elk Grove Village, IL
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.
Customer Relationship Liaison
Customer service representative job in West Chicago, IL
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
Customer Service and Inbound Sales Representative
Customer service representative job in Batavia, IL
Job DescriptionDescription:
Our Customer Service and Inbound Sales Representatives are key members of our Marketing and Sales team. They ensure delivery of first class, genuine and personalized customer experiences by addressing and supporting the business needs of each customer. They are motivated to serve new and existing customers and assist in generating additional sales revenue.
Position is in-office with base pay ($19-$21 per hour) and incentives!
Duties and Responsibilities
Efficiently handle inbound calls and electronic communications as assigned
Manage customer and sales inquiries and provide service and sales support
Assist customers by inquiring about customer needs, answering product questions, recommending products and solutions, identifying upsell and cross-sell opportunities, and resolving issues
Prepare quotes and shipping estimates, arrange sample requests, build proofs, enter and process orders from start to finish, etc. in order management system
Document customers' requests and ensure proper notation of any customer issue
Become a product expert to ensure customers are receiving the best recommendations possible
Promote new products when applicable
Efficiently manage log-off time to respond to customer inquiries, follow up and close held orders
Demonstrate a positive, customer-centric attitude
Work well in a team environment and support team members and management
Type at least 40 words per minute and perform various data entry tasks
Utilize selling skills and closing techniques learned from in-house sales training to advance customers through sales funnel and close sales from inbound channels
Creating leads, prospects, and opportunities in the system for future follow-ups
Duties and responsibilities are subject to change based on business needs
Requirements:
High school diploma or equivalent; some college preferred
One or more years of experience in a customer service role; prior experience in a sales environment is a bonus
Ability to multi-task in a fast-paced environment with accuracy
Genuine desire to help others, recommend products and solutions, and close sales
Excellent interpersonal, verbal and written communication skills
Proficiency using MS Word, Excel, Outlook, internet browsers, writing basic business emails
Data entry skills - alpha and numeric - demonstrating speed and accuracy
Math skills - addition, subtraction, multiplication, division and percentages
Must be punctual and have good attendance
Previous experience with a CRM system is a plus
Barco Products is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected Veteran status.
Client Relationship Specialist
Customer service representative job in Highland Park, IL
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
Client Specialist
Customer service representative job in Chicago, IL
* 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
Client Onboarding Specialist
Customer service representative job in Chicago, IL
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
-
Auto-ApplyClient Onboarding Specialist
Customer service representative job in Chicago, IL
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
-
Auto-ApplyClient Specialist - Commercial Term Lending-Commercial Real Estate
Customer service representative job in Chicago, IL
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.
Auto-ApplyClient Success Specialist
Customer service representative job in Bolingbrook, IL
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.
Client Specialist, Commercial Real Estate Banking, Commercial Term Lending
Customer service representative job in Chicago, IL
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
Client Onboarding Specialist
Customer service representative job in Schaumburg, IL
Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.
While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it's career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.
Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.
Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!
In-Office: This is a 100% in-office role based at our Schaumburg, IL, Meridian, ID or Rochester, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.
Working Hours: We are ideally seeking candidates that are able to work MST/PST time zones.
Position Overview
The Client Onboarding Specialist (HR Consultant I) is responsible for evaluating and defining a client's needs while consulting in the configuration of our HR applications to meet their needs. This includes but is not limited to converting HR data, providing consultation on the implementation of performance management, onboarding and coordinating the use of our self-service portal.
Primary Responsibilities
* Help clients with simple setups strategically integrate the full suite of HR products and solutions within our Paylocity application through the use of effective project management coupled with a consultative HR approach
* Provide industry leading customer service
* Conduct an introduction call to verify contracted HR products, understand client priorities and craft a suggested timeline for the implementation of all HR products
* Conduct an alignment call to answer HR product specific questions, collect HR data and configuration requirements
* Work directly with clients to assist in the day-to-day functions supporting our HR solutions throughout the implementation process
* Coordinate internally between the client and multiple Paylocity departments to ensure clients have every tool needed to use our HR products to their fullest extent
Education and Experience
* Bachelor's degree is preferred
* Previous customer service or client interfacing role preferred
* Familiarity with a wide variety of HR concepts, practices and procedures preferred
* Willingness to perform a full range of tasks and projects under supervision
* Strong interpersonal communication, writing and organizational skills
* Ability to handle confidential information with sensitivity
* Solid understanding of Microsoft Office Suite and Excel
Physical requirements
* Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
* Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.
Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.
We embrace and encourage our employees' differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.
We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.
The pay range for this position is $43,500 - $60,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This role is eligible for a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via **************************
Client Specialist
Customer service representative job in Chicago, IL
* 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