Customer service representative jobs in Highland, 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.

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.

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

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.

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

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.

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 3 years relevant experience required * FINRA Series 7 and 66 licenses 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

* 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

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 **Qualifications** **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 -

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 Qualifications 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

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.

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.

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

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

* 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

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