Customer service specialist jobs in Brecksville, OH - 1,497 jobs

Psychosocial Therapies - TBS Specialist Psycho Social Therapies is a leading mental health agency specializing in long-term care, servicing the geriatric population residing in nursing homes and assisted living facilities throughout the state of Ohio. Our experienced and dedicated team assist the residents transition into a long-term care facility and continue to work with them on any challenges they may be facing, such as anxiety, depression, and other mental health issues. The Therapeutic Behavioral Services Specialist will work primarily out of one facility in conjunction with a Therapist or a Psych Practitioner to address the individualized mental health needs of clients. Responsibilities may include: Provide Therapeutic Behavioral Services to clients by consulting with a licensed clinician to assist with the individual's needs. Provide service planning for individualized supports or care coordinator of healthcare, behavioral health, non-healthcare services and development of a treatment plan. Provide linkage, interventions, treatment options, restoration of daily life skills and crisis prevention services. Provide services to individual clients or groups of clients. Promote a positive and cooperative relationship with all outside contacts. Clinical, Communications and Documentation skills. Requirements for this position include: Must be at least 18 years of age. High school diploma plus three or more years of relevant field experience or Bachelor's or Master's level degree in a related field. Related experience or training with mental or behavioral health conditions. Valid driver's license, car insurance and reliable transportation. Willingness to travel throughout assigned service area. Psycho Social Therapies can offer you: Comprehensive training. Benefit package for full-time employees. Paid-time off. Holiday pay. Flexible scheduling. Employee referral bonus program. Upbeat and non-drama environment Career growth

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Position Overview: Deliver a best-in-class, customer-centric experience through accurate and efficient handling of claims and returns. The Claims & Returns Specialist is responsible for investigating product-related issues, processing RMAs, coordinating replacements or credits, and ensuring timely, professional communication between customers, Sales, Quality, and Production. Essential Job Functions: Deliver a best-in-class, customer-centric experience with every customer interaction across every channel (calls, emails, chat, text). Communicate clearly and professionally in both verbal and written formats. Demonstrate a positive, empathetic, and professional demeanor toward all customers and colleagues. Maintain ownership of all assigned cases through full resolution, ensuring a one-touch experience whenever possible. Accurately process RMA requests, credits, replacements, and adjustments in ERP and CRM systems according to company policy. Validate claim details, including original order, shipment, and inspection records, to ensure complete and accurate resolution. Follow all established workflows and work instructions to ensure consistency and compliance. Meet or exceed Customer Experience performance metrics, including SLA compliance, response time, quality, and order accuracy. Collaborate with Quality, Production, and Shipping to verify root cause and coordinate appropriate corrective action (e.g., repair, remake, or credit). Maintain accurate documentation, including case notes, RMA logs, return authorizations, photos, and investigation summaries. Communicate clearly and professionally with internal teams to ensure customer needs are met in full and on time. Escalate complex or unresolved cases promptly to the Lead or Manager, Customer Experience, for support. Identify recurring issues or trends and escalate to Quality or the Manager, Customer Experience, for analysis. Demonstrate a command of product and industry knowledge when assisting with questions, providing guidance and choices to our customers. Understand and effectively use applicable technology as required by the business, including ERP, Salesforce and Microsoft Outlook. Non-Essential Job Functions: Other duties as assigned Training: On the job Qualifications: Education & Certifications: High school diploma or Equivalent through Associate's Degree or higher preferred, but not required Experience: 1-3+ year(s) customer service experience preferred, Intermediate or higher skill level in Microsoft Outlook, Excel, and Word, Experience in business software - ERP, order entry software, CRM preferably Salesforce Key Competencies: Performs well under pressure, Technophile, Team-Oriented, Listening, Problem-Solving, Time Management, Flexible, Highly Organized, Detail-Oriented, Reliable, Highly Engaged, Professional Communication (written & verbal), Coachable, Empathetic Physical Requirements: Long periods of sitting or standing at an individual workstation, heavy computer work. Working Conditions: Daily work in a temperature-controlled office environment, heavy computer work, must be able to stand/sit for the duration of the workday EEO Statement: National Safety Apparel provides equal employment opportunities for all persons regardless of race, color, religion, sex, national origin, handicap, disability, ancestry, age, veteran status, marital status, sexual orientation or any other protected group status as defined by law.

Job title: Customer Support Rep Duration: 6+ months * Military specific to support CX onboarding, * Returns and Credits specific to support CX onboarding, * Aftermarket Growth for APAC (airlines) Job Core Responsibilities The Customer Account Rep is responsible for receiving, reviewing, and entering purchase orders into the enterprise resource planning (ERP) system. Raising quotes and customer documentation, prioritizing workload to ensure the customer receives an excellent service at all times. Respond to various customer emails and phone calls to manage their orders and enquiries; the Customer Account Representative will serve as the primary point of contact by customers' buyers and supply chain personnel. Coordinate site visits to facilities and set-up customer meetings as required. Refer any pricing queries to the Senior Customer Account Representative and/or the Commercial functions to ensure accurate pricing is applied. Track and reconcile internal and external customer score cards, which includes verification of the metrics by which is judged. Produce costing sheets in collaboration with colleagues from Procurement, Demand Planning and Manufacturing departments as required in order to terms and conditions. Deliver quotations to customers and coordinate with various functional leaders to ensure questions are answered until the order is received or the opportunity is closed as lost Monitor and actively manage customer portals to ensure prices, quantities, lead times and contract terms are acceptable in accordance with authority delegated by appropriate functional leaders (i.e., Finance, Commercial, and Operations) Job Specifications Education Level: (Required): Bachelor's Degree or at least 1-2 years of relevant industry experience (Preferred): Bachelor's Degree and equivalent experience Field of Study/Area of Experience: Customer service, Microsoft Office Suite, SAP, Salesforce.com, Robot Morning/Demand Line 2+ years of experience in customer service Skills, Knowledge and Abilities Aware of the regulations pertaining to the products and customers for which the employee is responsible (i.e., FAR, DFARS, DEFCONS, etc.) Ability to understand and follow specific instructions and proce Experience processing orders for foreign entities and ensuring export compliance

Day-to-day: Insight Global is seeking a Customer Care Associate for one of our clients who is a growing leader in education, operating schools and educational programs around the world that span the life cycle of a student from early learning to higher education. This role will be hybrid remote in Parma, OH - working 1 day onsite 4 days remote with a potential to go to 2-3 days onsite. This is a 3-month contract with potential extensions based on performance. In this role you will be responsible for the initial contact with customers to understand and document reported issues. You will accurately document users' information, triage steps and resolutions/escalation notes. Most of the calls will be between 3-5 minutes long where your main goal is to get all of the caller's information accurately and let them know what triage steps are next. You will be expected to handle about 80+ calls per day during our client's busy season. We are expecting these people to have a high level of emotional intelligence and be able to remain calm when times are tough and stressful. We need people with a calm demeanor and the ability to resolve solutions quickly and effectively. Desired Skills and Experience: 2+ years of experience in customer service/call center environments Comfortable taking live phone calls (inbound and outbound) High emotional intelligence Strong verbal and written communication Pluses: Experience working with a ticketing system (ideally Zendesk) Bilingual - Spanish speaking Title: Customer Care Associate Location: Parma, OH 44134 - 1 days onsite Thursday onsite right now potentially moving to 2-3 days onsite Duration: 3-month contract with extension (based on performance) Shifts: First shift opening: 7-3:30pm EST - 1 opening Second shift opening: 11:30am-8pm - 1 opening - in office day can be a half (11:30-5) Pay: $18-20/hr

SUMMARY: This position will assist agency insurance representatives in gathering all necessary documents for new clients and enter information into agency management system. This role will also partner with insurance representatives to manage and maintain existing accounts including account servicing (change requests, renewals, etc.), marketing and account rounding. The IAM will set the standard for high levels of client satisfaction in meeting/exceeding their needs, and assist/lead other team members in providing the same high level of performance. ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Address customer needs by confirming appropriate coverage, processing change requests and billing and payment inquiries. Prepare applications for renewals reviewing for accuracy with correct entry into agency management system. Process insurance claims by gathering information from client, submitting to insurance company, and following through to the close of the claim with claims adjuster. Order Motor Vehicle Reports for prospective insured drivers. Assist Producer in the marketing of new business accounts; process applications; and submit to the insurance company for binding of coverage and completion of Certificates of Insurance. Provide clients with automobile identification cards. Compile information for marketing of prospects. Review expiration lists for confirmation all policies in current period are renewed. Scan and attach all documents to customer files in agency management system. Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position EDUCATION and/or EXPERIENCE: High School or equivalent GED Must have Property and Casualty License Preferred minimum of one (1) Year experience working with insurance related. E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationHigh School (required) Licenses & CertificationsProperty & Casuality Lic (preferred) Life & Health License (preferred) Skills Customer Service (preferred) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Established in 1997, Cornerstone Systems has emerged as a premier transportation company in the United States. As an employee-owned and operated organization, we specialize in providing comprehensive transportation and logistics solutions nationwide. Our services include intermodal transportation, railcar consolidation, truck brokerage, container drayage, LTL, warehousing, and more. With a presence across the country and service coverage extending throughout North America, Cornerstone Systems is committed to delivering Rock Solid Transportation Solutions to our valued clients. Join us and become part of an award-winning company dedicated to delivering excellence. Job Summary: Cornerstone Systems is seeking a dedicated on-site Transportation Representative for our office located in Canfield, OH. The Surface Transportation Representative will report to the Branch Manager and will be responsible for all operational support, as well as sales initiatives and accounting tasks. The Transportation Representative will be accountable for helping build and maintain carrier and customer relationships, as well as ensuring the day to day execution of operations. The below is intended to describe the general content of and requirements for the performance of this job and is not to be construed as an exhaustive statement of essential functions, responsibilities or requirements. Responsibilities: Follow up on load statuses and assure deliveries are made. Evaluate and provide shipping instructions to the service provider. Review documents submitted by carriers to assure accuracy, detail, and completeness. Release load for billing when the load has been delivered and all information is accurate. Manage, service, and grow current customer/carrier relationships. Ensure compliance with all SOPs and daily adherence to requirements. Source carrier capacity as needed to cover customer freight. Understand market trends and seasonality of capacity. Develop carrier relationships and contacts at multiple levels (dispatch, sales, and owner). Understand the customer's shipping needs; identify service and/or cost improvement opportunities, and execute their highest priority initiatives. Negotiate rates, find pain points and provide solutions to help the customer benefit from their supply chain. Convert new carrier relationships into repeat business. Prospect new sales opportunities, establish customer and carrier relationships, negotiate rates, problem solve and close loads to build personal book of business. Prospect customers, source carriers, negotiate rates, problem solve, and manage problems. Document and manage problematic events and issues during the life of a load. Escalate issues to the proper people at the right time. Seek input to determine best course of action and implement solutions. When needed, must be willing to input shipment data in TMS and manage shipment from pickup to delivery. Create new solutions to existing partnerships by further developing customer and carrier relationships; always ask questions, listen, never be satisfied. Promote and display Cornerstone's Core Values: Integrity, Honesty, Respect, Loyalty, Never Satisfied Regular and reliable attendance expected Other work-related duties as assigned by supervisor/manager Minimum Knowledge, Abilities and Skills Required Minimum Bachelor's Degree in Business, Transportation, Logistics or related field preferred, but not required. Previous related experience preferred, but not required. Driven, enthusiastic, possess a strong sense of urgency, and highly motivated. Problem solver; critical thinker. Effective oral and written communication skills. Excellent customer service and interpersonal skills. Strong organizational skills; can see big picture while managing tiny details, ensuring deadlines are met. Demonstrated analytical skills and problem solving skills. Strong negotiating skills; able to persuade, motivate and influence others in an ethical manner. Able to work in a team environment, while also delivering independent results. Able to manage multiple projects simultaneously; prioritize, multi-task and manage time wisely. Proficient in Microsoft Office Suites Why Join Cornerstone Systems? Impactful Work: Your work directly contributes to our growth and success. Culture of Excellence: Thrive in an environment that values integrity, honesty, and continuous improvement. Career Growth: Opportunities for professional development in a company that appreciates and rewards high performance. Competitive Compensation and Employee Owned: Attractive salary, benefits, and incentives aligned with your exceptional skill set.

Back Customer Service Advisor Float - Mentor #22-7922 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be housed of the Mentor Banking Center and will floating between Mentor, Chardon, Beldon and Avon Banking Centers. Market Cleveland Work Hours per Week 40 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description Summary: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned. Essential Functions: Excellent Customer Service Operational and Security Proficiency Identify referral opportunities Relationship building Cross-selling of Bank's products and services Business development (inside and outside) Essential Duties and Responsibilities: Personally models the standards of the Bank's Mission, Vision, and Pledge. Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client. Accepts and accurately processes all financial service transactions. Responsible for CSR cash drawer and follows proper balancing and cash handling procedures. Complies and operates within security and audit procedures. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met. Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals. Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Avon, Ohio, United StatesNorth Canton, Ohio, United StatesChardon, Ohio, United StatesMentor, Ohio, United States

The Member Support Representative is considered the “front line” of the ministry in assisting members with general inquiries by phone and email. This entry-level role is ideal for candidates who enjoy engaging with people, are servant-minded, and can provide compassionate and professional support. In addition to answering questions and resolving issues, the position also provides opportunities to minister to members through prayer and spiritual encouragement. WHAT WE OFFER Faith and purpose-based career opportunity! Fully paid health benefits Retirement and Life Insurance 12 paid holidays PLUS birthday Lunch is provided DAILY. Professional Development Paid Training ESSENTIAL JOB FUNCTIONS Respond to member inquiries via phone and email promptly, with time sensitivity and professionalism. Verify and update member information accurately in CHM's systems. Log and track all interactions in the member management system (Gift Manager or CRM). Follow standard operating procedures (SOPs) when handling common inquiries. Provide accurate information about CHM guidelines, membership, billing, and processes. Attract prospects by answering questions, giving suggestions, and making recommendations to obtain membership when appropriate. Review and assess member concerns, escalating to management when necessary. Handle escalated or emotional calls with empathy, offering prayer or spiritual encouragement when appropriate. Meet established performance standards (e.g., call volume, response time, member satisfaction). Participate in team meetings, training sessions, and development opportunities to stay current with CHM policies and systems. Protect member confidentiality and comply with HIPAA and organizational privacy standards. Thrive in a collaborative team environment and contribute positively to overall team goals. Uphold the mission, vision, values, and service standards of CHM in every interaction. Maintain a professional demeanor at all times. Perform other job duties as assigned by management. QUALIFICATIONS & EXPERIENCE REQUIREMENTS Required: High School Diploma or equivalent. Preferred: Some college coursework in business, communications, or related field; or 1-2 years of customer service experience. Proficiency in Microsoft Office programs (Word, Excel, Outlook). Ability to operate a PC and navigate information systems/applications (Gift Manager or similar CRM software). Experience using routine office equipment (fax, copier, printers, multi-line telephones, etc.). Strong verbal and written communication skills, with active listening ability. Strong organizational, analytical, and problem-solving skills. Ability to manage workload, multi-task, and adapt to changing priorities. Patience, empathy, and conflict-resolution skills for handling sensitive or difficult calls. CORE COMPETENCIES Interpersonal Communication Servant Leadership Mindset Teamwork & Collaboration Conflict Resolution Detail Orientation & Accuracy Adaptability & Flexibility PERFORMANCE EXPECTATIONS Maintain accuracy and efficiency in all member records updates. Meet or exceed department standards for call and email response times. Consistently achieve high member satisfaction scores. Demonstrate reliability, accountability, and professionalism in all duties. WORK ENVIRONMENT & PHYSICAL REQUIREMENTS Standard schedule: Monday-Friday, 9:00 AM-5:00 PM (with flexibility for ministry needs). Office-based environment with regular phone and computer use. Ability to sit at a desk and use a computer/phone for extended periods. Manual dexterity for typing and handling office equipment. About Christian Healthcare Ministries Founded in 1981, Christian Healthcare Ministries (CHM) is a health care sharing ministry for Christians. CHM is a nonprofit, voluntary cost-sharing ministry through which participating Christians meet each other's medical bills. The mission of CHM is to glorify God, show Christian love, and experience God's presence as Christians share each other's medical bills.

Primary Office Location:55 Public Square Suit 105. Cleveland, Ohio. 44113.Join our team. Make a difference - for us and for your future. Relationship Advisor 3 - Retirement Services Group Business Unit: WM - FNTC Reports to: Director of Retirement Services Position Overview: This position is primarily responsible for providing the highest quality service to personal, corporate, non-profit or government clients through the administration of various types of investment management relationships and serves as the client advocate, performs relationship and investment reviews and interfaces with clients for other Wealth Management (WM) services and solutions creating a single advisor within WM. The incumbent is the primary point of contact for assigned clients and is responsible for the overall client experience, satisfaction and retention. Primary Responsibilities: Prepares and presents group and individual employee education meetings. Provides retirement industry expertise to the plan committee and the participants. Identifies and matches client and participant needs with the corporation's lines of business services. Coordinates overall service and interfaces with record keepers and third party administrators as appropriate. Maintains collaborative relationships with portfolio managers without actual portfolio management responsibilities. Works closely with portfolio managers to discuss investment needs of client and manages accordingly. Provides investment oversight and guidance by providing industry updates, investment reviews and plan updates. Proactively seeks opportunities either through enhancement of current client accounts or acquisition of new clients. Stays current on regulatory changes and identifies changes in laws which will affect assigned accounts and reports theses changes to assigned manager. Adopts, advocates and effectively practices the guiding principles and tenets of the F.N.B. Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 7 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in financial services and investment products and services and knowledge of ERISA laws and their application. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: ASPPA, AIF, NIPA or other industry appropriate certification preferred. Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team members. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Analyze, research and resolve problems and discrepancies related to member accounts/loans Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications Counsel current and prospective members about Navy Federal's products and services Ensure cash and other negotiable instruments are handled properly Identify opportunities to cross service products and increase product penetration Perform platform banking functions Assist level I team members Understand and comply with federal and other regulations relating to financial products and services May assist with Branch Office vault opening, closing and balancing procedures May serve as a Branch Office and/or ATM vault custodian Perform other duties as assigned Qualifications Ability to work independently and in a team environment Working knowledge of savings and checking products, accounts and services May be required to participate and complete specialized training (in Business Services, IRA, MLO, notary, etc.), per business need Effective active listening skills to accurately respond to inquiries and account requests Effective organizational, planning and time management skills Effective research, analytical, and problem solving skills Effective skill building effective relationships through rapport, trust, diplomacy and tact Effective skill exercising initiative and using good judgment to make sound decisions Effective skill maintaining composure in a high production and changing environment Effective skill navigating multiple screens and PC applications and adapting to new technologies Effective skill performing mathematical calculations and working accurately with numbers Effective verbal and written communication skills Desired Qualifications Experience in member/customer service preferably in a call center, retail banking or financial institution Experience in working in a credit union environment Hours: Available Monday - Saturday, hours based on business needs. Location: 1240 East 9th Street 2663, Cleveland, Ohio 44199 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Training & development This is an entry level position therefore our team members provide all of the necessary training to ensure success in this role. There is unlimited growth potential for individuals seeking management and leadership roles in the future. We prioritize a collaborative work environment filled with like minded, young professionals ready to take the next steps in their career. About us: Pinnacle Strategy Group has been providing quality customer consulting to greater Cleveland Ohio for almost 2 years! Pinnacle is a leading company that specializes in communications, marketing, client acquisition, and consulting. We are committed to the highest level of innovation and overall customer satisfaction. As we continue to expand our reach, we are looking for talented, outgoing individuals who share our vision for excellence. We are looking for individuals to join our fast paced and upbeat team as a Customer Consultant. Your Role: As a Customer Consultant, you will be responsible for providing our customers with the highest level of customer service as you will be representing our company. Our company, clients, and customers expect the highest level of professionalism, integrity, and satisfaction in every interaction. Customer Consultant responsibilities include but are not limited to: Provide exceptional customer support Working directly with our customers Inform customers of new promotions Collaborate with team to meet goals and metrics Must be able to work both independently and within a team Gather reports for our management team Qualifications include: At least 18 years old Eager to learn and grow within a company Strong interpersonal and communication skills Strong communication skills and a passion for customer satisfaction Ability to thrive in a dynamic, fast-paced environment High school diploma or equivalent Benefits Include: Training and Development Leadership and Management opportunities Competitive compensation packages Travel opportunities If you have a strong desire for success and feel like you would make a great addition to our team, we encourage you to apply. Our HR team is eager to reach out if we would like to move forward. Be on the look out for any missed calls or text messages as our HR team will be reaching out promptly!

Job DescriptionBenefits: Bonus based on performance Company parties Competitive salary Opportunity for advancement Training & development Benefits: Performance-based bonuses Competitive Salary Ongoing training and career development Fast-track promotion opportunities We believe that with the right guidance and support, anyone can thrive. Thats why we provide hands-on training and mentorship from day one to help you build a strong foundation. Whether you're just getting started or looking to grow into a leadership role, there's plenty of room for advancement in our rapidly growing company. Who We Are: At Triple Threat Consulting , weve proudly served the Akron, Ohio area for the past three years, providing top-tier customer consulting solutions to a wide range of clients. As a rising name in marketing, communications, and client engagement, were driven by innovation, professionalism, and real results. Our mission is simple: create strong, lasting connections between brands and their customers. Were expanding and on the lookout for motivated, outgoing individuals to join our dynamic team. What Youll Be Doing: As a Customer Consultant, youll represent both our company and our clients while providing outstanding customer experiences. This role is ideal for someone who enjoys working with people, problem-solving, and making a positive impact. Your Responsibilities: Deliver exceptional customer service and support Communicate directly with customers Work collaboratively with your team to meet performance goals Share insights and feedback with management Maintain a positive and professional attitude in all interactions What Were Looking For: Must be 18 years or older Strong interpersonal and communication skills Eagerness to learn and take on new challenges A positive mindset and ability to work both independently and as part of a team High school diploma or equivalent No experience necessary we provide full training Why Join Triple Threat Consulting? Comprehensive training and mentorship Clear growth path with leadership opportunities Competitive pay and incentive structure Team-oriented culture with travel and networking opportunities If you're ready to start a rewarding career with a supportive and fast-paced team, we want to hear from you! After applying, be sure to keep an eye on your phone our HR team may reach out via call or text to schedule your interview.

Vector's partner was founded in 1984 and is proudly based in Stow, Ohio. They are a small, family-owned manufacturing company specializing in professional-quality hot and cold therapy products, body cooling vests, cold-water immersion systems, and more. This can be either a Direct-Hire or a Temp-to-Perm opportunity, depending upon candidate experience and skills. *** 2+ years of customer service experience in a manufacturing or industrial environment is a requirement in order to be considered for this position. *** $23-$26/hr. M-F 8:30a-5p Responsibilities: Customer Interaction & Support: Answer incoming phone calls and emails professionally, providing timely and accurate responses to inquiries. Assist customers with product selection, pricing, and order placement. Troubleshoot product-related concerns and provide guidance on proper usage. Address customer complaints or issues, ensuring a positive resolution while maintaining professionalism. Follow up with customers to confirm satisfaction and ensure any issues are fully resolved. Order Processing & Data Management: Accurately enter and update customer orders in QuickBooks, ensuring correct pricing, product selection, and shipping details. Verify order details before submission to prevent errors and delays in production. Process order modifications, returns, exchanges, and refunds in compliance with company policies. Coordinate with the production and shipping teams to meet delivery timelines. Internal Communication & Coordination: Work closely with the sales, production, and factory teams to ensure smooth order fulfillment. Communicate customer requests, special instructions, or urgent orders to the relevant departments. Assist in tracking orders and resolving any shipping delays or issues. Administrative & Clerical Tasks: Maintain organized records of customer interactions, transactions, and correspondence. Handle data entry, filing, and general office administrative duties. Keep product and pricing information up to date for accurate customer assistance. Product & Policy Knowledge: Stay up to date with company's full range of products and their benefits. Understand company policies, warranty terms, and return procedures to communicate them effectively to customers. Educate customers on the proper use and maintenance of products. Problem-Solving & Conflict Resolution: Address customer complaints with a calm and professional approach. Identify the root cause of issues and provide appropriate solutions. Work proactively to prevent recurring issues and escalate complex concerns when necessary. Requirements & Qualifications: 2+ years of customer service experience in a manufacturing or industrial environment - this is a MUST. Strong phone and active listening skills with a customer-first approach. Excellent verbal and written communication skills. Detail-oriented with strong organizational skills and accuracy in data entry. Ability to multitask, prioritize, and manage time effectively in a fast-paced environment. Skilled in conflict resolution with a calm and professional demeanor. Proficient in Microsoft Word, Excel, and QuickBooks (or similar software). Comfortable making independent decisions and problem-solving. Must be punctual and reliable-consistent attendance is a requirement. Ability to work overtime when necessary. Benefits upon Hire-In: Medical, Dental Insurance 401(k) Matching Paid Time Off (Holidays & Vacation Days) Annual Bonus Opportunities Stable, Monday-Friday Schedule (No weekends or late nights). Supportive Team Environment

Job DescriptionDescription: Are you looking to join a company that makes a difference? Do you want to be part of an organization with a commitment to an inclusive and supportive culture? Do you enjoy company-wide staff events with opportunities for team building and getting to know your co-workers? Join our team of compassionate, empathetic, and dedicated staff! With a career at Riveon Mental Health and Recovery, you'll partner with a talented group of individuals in a team atmosphere, including a supportive and knowledgeable leadership team. You'll also have access to a wealth of opportunities for your personal growth and development. We value our team members and provide an excellent total rewards package of benefits and perks designed to be customizable to your specific needs. Our Total Rewards Package - What We Offer: Inclusive Culture with a Team Atmosphere Collaborative environment dedicated to clinical excellence Company-Wide All Staff Events - have fun while Teambuilding Wellness Programs and Activities Up to 41 days off per year (32 days of paid time off plus 9 paid holidays) Paid Bereavement Leave Paid Jury Duty Time Parental Leave Company Supported Continuing Education & Certification PPO & HDHP Health Plan Options Flexible Dental & Vision Plan Options Company funded Health Savings Account Company-Sponsored FSA and DSA Tax Savings Accounts 100% Company Paid EAP Emotional Well-Being Support Added Value Benefits including: Critical Illness Plans for Employee and Family Accident Plans for Employee and Family Identity Theft Plans for Employee and Family Pet Insurance Whole and Term Voluntary Life Plans for Employee and Family Voluntary AD&D Plans for Employee and Family 403(b) Retirement Plan with Company Match Access to Personal Financial Advisor Generous Team Member Referral Bonus Program License and Certification Reimbursement License Testing Fee Reimbursement Annual Tuition Reimbursement Travel Expense Reimbursement On-Site Pharmacy Casual Dress Code Shift Differentials and On-Call Stipends Stipend for Bilingual, Spanish-Speaking Monday through Friday 8:30 a.m. to 5:00 p.m. POSITION PURPOSE AND OBJECTIVES The primary responsibility of the Client Access Specialist is to provide client-centered administrative support at Riveon Mental Health and Recovery and off site-locations. The staff in this position are cross-trained to perform a variety of job functions in various settings including greeting, assisting, and directing incoming clients and visitors, answering and directing telephone calls, ensuring that client data is up to date in the EMR. ESSENTIAL JOB FUNCTIONS Serves as first point of contact for clients, visitors, and vendors. Greets, checks-in, and monitors waiting areas. Directs clients and visitors to appropriate destinations. Keeps waiting areas neat and orderly. Collects and updates demographic, insurance, payer, clinician assignment, program, and financial information in client medical records. Relays retroactive billing information to the Billing Supervisor. Maintains office filing system and adheres to records retention schedule. Processes release of information requests and maintains ROI database. Determines client eligibility for entitlement programs and sliding fees. Completes documentation and collects verification as required by program regulations and keeps client data updated in the electronic medical record. Is attentive to program eligibility redetermination dates and provides timely follow-up with clients upon arrival for their appointments. Assists clients in understanding and complying with third party payer benefits/requirements as necessary. Contacts third party payers to verify coverage and plan restrictions and obtains precertification as needed. Collects payments on accounts. Schedules clinical appointments using the EMR. Places reminder calls to clients. Prints schedules and distributes surveys and informational materials to clients as needed. Arranges for client transportation. Answers incoming phone calls and routes calls appropriately. Utilizes the central paging system as necessary. Follows policies and procedures. Ensures that Clients' protected health information is kept confidential according to Agency procedures. Travels between agency sites to pick up and deliver work related materials as needed. Provides clerical support including photocopying, faxing, printing, and scanning. Communicates with clients in their native language if bilingual. Schedules interpreters (both internal and external) as needed. Works as part of a team. Provides training and coaching to peers as requested by Supervisor. Rotates and works in various locations/assignments to provide adequate coverage. Initiates purchase orders for departmental supplies as needed. Must be able to react to change and stress productively and to handle other related tasks as assigned. Must be able to maintain regular and predictable attendance and punctuality. Must be able to get along with others and work effectively as a team by participating in problem-solving and contributing to the overall team development by sharing information and knowledge. Must exhibit the knowledge, skills, and abilities, and minimum requirements listed in this Position Description. Performs all other duties as assigned. Requirements: KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED In order to perform the essential functions of this job, after an orientation period, the employee must possess the following: a working knowledge of Riveon Mental Health and Recovery Policy and Procedures, including sensitivity and adherence to clients' rights, confidentiality, and health and safety issues. Must have the ability to maintain a pleasant and courteous disposition consistently to support the concept of excellent customer service. The employee must be comfortable and adept with a computer, a mouse, and preferably latest version of Windows, Word, and Excel in order to perform client check-in and scheduling procedures. The employee must have knowledge of proper phone etiquette in order to adequately serve callers. Must be able to handle difficult customers, using conflict resolution techniques. Must exhibit sensitivity to different cultures. WORKING CONDITIONS Almost all time is spent in an office environment. The employee will be required to sit for extended periods and will spend a large portion of their time on the telephone. Must be able to bend, stoop, walk, and lift and push minimal loads at various times. A considerable amount of time will also be spent working on a computer so the employee should have close vision ability. Due to large amount of face to face client contact, the employee must have excellent language and speaking skills. REQUIREMENTS/QUALIFICATIONS High school graduate or equivalent. Minimum typing of 35 wpm. Must have a minimum of one year of experience as a receptionist and/or switchboard operator in a health care setting, or three years of general receptionist/clerical experience. Must have strong customer service orientation and experience. Must have the ability to apply common sense understanding and to carry out written and oral instructions using good judgment in order to work under minimal supervision. Must have manual dexterity and the ability to communicate orally in person. Must be able to work in a fast paced environment with multiple priorities. Must have knowledge of proper phone etiquette and be able to handle difficult customers. Computer experience, preferably in the latest version of Windows, Word, and Excel, is strongly preferred. Favorable references and/or evaluations are required. Bilingual (English/Spanish speaking) a plus. Experience with EMR (Electronic Medical Records) a plus.

$14.25/hour. Ages 18+. Pay may vary between position based on job responsibilities. This is an in-person role located in Sandusky, Ohio and shifts assigned to you will be between the hours of 8am and 11pm. The Contact Center Agent is responsible for creating, modifying, and canceling guest reservations at various resort properties. Agents are required to assist guests by answering questions, resolving concerns, and providing accurate information. Room for growth and advancement with the possibility of year-round agent and leadership roles. Answer inbound calls and chats regarding reservations, park information, questions and concerns in a timely and professional manner. Ensure guest information is entered accurately. Enter and maintain credit card details in a secure and confidential process. Make people happy by providing memorable service that builds long-lasting relationships. Identify the needs of the guest, clarify information, and provide solutions to their problems. Maintain a positive and approachable attitude that fosters a welcoming environment for everyone. Some of our amazing perks and benefits: Fosters a healthy work-life balance Complimentary tickets for friends and family Office incentives Discounts on park food and merchandise Discounts on local businesses and attractions Employee events and gatherings Paid training and free uniforms provided Responsibilities: Make our guests happy by delivering memorable experiences and helping them create lifelong memories. Gain skills, knowledge and experience that will benefit your future. Qualifications: Ability to provide exceptional customer service with a passion to help guests from all over the world. Excellent communication and active listening skills. Must be able to multi-task and work in a loud, fast-paced environment. Self-starter and ability to work efficiently with minimal supervision. Must maintain professionalism and confidentiality. Open availability to include working weekends, nights, and holidays. Must have computer literacy and ability to type a minimum of 25 wpm. Experience with general office environment. Must be 18+ years of age. Preferred experience in a resort, call center or an attraction setting. Ability to pass a mandatory (or random) drug test, per Company policy, unless prohibited by state or provincial law Ability to pass a background check, if 18 years of age or older, which may include, but is not limited to, credit, criminal, DMV, previous employment, education and personal references, per Company policy, unless prohibited by federal, state, or provincial law

SUMMARY: Responsible for assisting bank clients via telephone with their banking needs by providing detailed product information, exemplary customer service, processing of bank transactions, cross selling of bank products and services, problem resolution and referrals to appropriate line of business experts as required. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provide prompt and courteous assistance to all inbound client calls Assist clients with selection of appropriate bank products and services Recognize and pursue cross-selling opportunities Assess both client and non-client requests, ask appropriate questions to clarify needs, define and offer best alternatives/answers when appropriate Respond to inquiries from the public regarding current rates, job opportunities, office hours, and any other Farmers National Bank related questions Recognize situations where additional expertise is required and bring the necessary resources into the discussion/situation Maintain the highest possible level of integrity and honesty during all client interactions in a manner consistent with the Core Values, Vision, and Mission of Farmers National Banc Corp May be involved in conducting out-bound proactive sales calls to current and potential clients Work individually and as a team to meet and exceed established goals, i.e. referral goals, call handle time goals, availability goals, and quality goals. Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position EDUCATION AND/OR EXPERIENCE: High School Diploma or GED Minimum of one (1) year retail banking experience (Teller, Personal Banker, etc.), customer service experience and phone sales and service experience Proven ability to operate Windows-based computer programs and use a mouse Call center experience preferred E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationHigh School (required) Skills Sales Experience (preferred) Customer Service (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Back Customer Service Advisor - Avon #23-8278 Avon, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Avon Banking Center. Market Cleveland Work Hours per Week 40 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description This position is eligible for a one time $500 sign on bonus. To be eligible to receive payout, the employee must be hired between now and December 1, 2025, successfully complete the 90-day assessment period, be actively working and in good standing. Please inquire with Human Resources if you have additional questions. Summary: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned. Essential Functions: Excellent Customer Service Operational and Security Proficiency Identify referral opportunities Relationship building Cross-selling of Bank's products and services Business development (inside and outside) Essential Duties and Responsibilities: Personally models the standards of the Bank's Mission, Vision, and Pledge. Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client. Accepts and accurately processes all financial service transactions. Responsible for CSR cash drawer and follows proper balancing and cash handling procedures. Complies and operates within security and audit procedures. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met. Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals. Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Avon, Ohio, United States

Full-time Description Are you looking to join a company that makes a difference? Do you want to be part of an organization with a commitment to an inclusive and supportive culture? Do you enjoy company-wide staff events with opportunities for team building and getting to know your co-workers? Join our team of compassionate, empathetic, and dedicated staff! With a career at Riveon Mental Health and Recovery, you'll partner with a talented group of individuals in a team atmosphere, including a supportive and knowledgeable leadership team. You'll also have access to a wealth of opportunities for your personal growth and development. We value our team members and provide an excellent total rewards package of benefits and perks designed to be customizable to your specific needs. Our Total Rewards Package - What We Offer: Inclusive Culture with a Team Atmosphere Collaborative environment dedicated to clinical excellence Company-Wide All Staff Events - have fun while Teambuilding Wellness Programs and Activities Up to 41 days off per year (32 days of paid time off plus 9 paid holidays) Paid Bereavement Leave Paid Jury Duty Time Parental Leave Company Supported Continuing Education & Certification PPO & HDHP Health Plan Options Flexible Dental & Vision Plan Options Company funded Health Savings Account Company-Sponsored FSA and DSA Tax Savings Accounts 100% Company Paid EAP Emotional Well-Being Support Added Value Benefits including: Critical Illness Plans for Employee and Family Accident Plans for Employee and Family Identity Theft Plans for Employee and Family Pet Insurance Whole and Term Voluntary Life Plans for Employee and Family Voluntary AD&D Plans for Employee and Family 403(b) Retirement Plan with Company Match Access to Personal Financial Advisor Generous Team Member Referral Bonus Program License and Certification Reimbursement License Testing Fee Reimbursement Annual Tuition Reimbursement Travel Expense Reimbursement On-Site Pharmacy Casual Dress Code Shift Differentials and On-Call Stipends Stipend for Bilingual, Spanish-Speaking Monday through Friday 8:30 a.m. to 5:00 p.m. POSITION PURPOSE AND OBJECTIVES The primary responsibility of the Client Access Specialist is to provide client-centered administrative support at Riveon Mental Health and Recovery and off site-locations. The staff in this position are cross-trained to perform a variety of job functions in various settings including greeting, assisting, and directing incoming clients and visitors, answering and directing telephone calls, ensuring that client data is up to date in the EMR. ESSENTIAL JOB FUNCTIONS Serves as first point of contact for clients, visitors, and vendors. Greets, checks-in, and monitors waiting areas. Directs clients and visitors to appropriate destinations. Keeps waiting areas neat and orderly. Collects and updates demographic, insurance, payer, clinician assignment, program, and financial information in client medical records. Relays retroactive billing information to the Billing Supervisor. Maintains office filing system and adheres to records retention schedule. Processes release of information requests and maintains ROI database. Determines client eligibility for entitlement programs and sliding fees. Completes documentation and collects verification as required by program regulations and keeps client data updated in the electronic medical record. Is attentive to program eligibility redetermination dates and provides timely follow-up with clients upon arrival for their appointments. Assists clients in understanding and complying with third party payer benefits/requirements as necessary. Contacts third party payers to verify coverage and plan restrictions and obtains precertification as needed. Collects payments on accounts. Schedules clinical appointments using the EMR. Places reminder calls to clients. Prints schedules and distributes surveys and informational materials to clients as needed. Arranges for client transportation. Answers incoming phone calls and routes calls appropriately. Utilizes the central paging system as necessary. Follows policies and procedures. Ensures that Clients' protected health information is kept confidential according to Agency procedures. Travels between agency sites to pick up and deliver work related materials as needed. Provides clerical support including photocopying, faxing, printing, and scanning. Communicates with clients in their native language if bilingual. Schedules interpreters (both internal and external) as needed. Works as part of a team. Provides training and coaching to peers as requested by Supervisor. Rotates and works in various locations/assignments to provide adequate coverage. Initiates purchase orders for departmental supplies as needed. Must be able to react to change and stress productively and to handle other related tasks as assigned. Must be able to maintain regular and predictable attendance and punctuality. Must be able to get along with others and work effectively as a team by participating in problem-solving and contributing to the overall team development by sharing information and knowledge. Must exhibit the knowledge, skills, and abilities, and minimum requirements listed in this Position Description. Performs all other duties as assigned. Requirements KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED In order to perform the essential functions of this job, after an orientation period, the employee must possess the following: a working knowledge of Riveon Mental Health and Recovery Policy and Procedures, including sensitivity and adherence to clients' rights, confidentiality, and health and safety issues. Must have the ability to maintain a pleasant and courteous disposition consistently to support the concept of excellent customer service. The employee must be comfortable and adept with a computer, a mouse, and preferably latest version of Windows, Word, and Excel in order to perform client check-in and scheduling procedures. The employee must have knowledge of proper phone etiquette in order to adequately serve callers. Must be able to handle difficult customers, using conflict resolution techniques. Must exhibit sensitivity to different cultures. WORKING CONDITIONS Almost all time is spent in an office environment. The employee will be required to sit for extended periods and will spend a large portion of their time on the telephone. Must be able to bend, stoop, walk, and lift and push minimal loads at various times. A considerable amount of time will also be spent working on a computer so the employee should have close vision ability. Due to large amount of face to face client contact, the employee must have excellent language and speaking skills. REQUIREMENTS/QUALIFICATIONS High school graduate or equivalent. Minimum typing of 35 wpm. Must have a minimum of one year of experience as a receptionist and/or switchboard operator in a health care setting, or three years of general receptionist/clerical experience. Must have strong customer service orientation and experience. Must have the ability to apply common sense understanding and to carry out written and oral instructions using good judgment in order to work under minimal supervision. Must have manual dexterity and the ability to communicate orally in person. Must be able to work in a fast paced environment with multiple priorities. Must have knowledge of proper phone etiquette and be able to handle difficult customers. Computer experience, preferably in the latest version of Windows, Word, and Excel, is strongly preferred. Favorable references and/or evaluations are required. Bilingual (English/Spanish speaking) a plus. Experience with EMR (Electronic Medical Records) a plus.