Bilingual Customer Service Specialist (Spanish) (Multiple Locations)
Customer service specialist job in Franklin, TN
Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the products and store. Customer Service Specialists are tasked with achieving excellent customer service, while consistently meeting the store's sales goals.
Job duties involve contact with customers, which may include minors; and access to cash and other payment methods, electronic equipment, personal information, store merchandise and other items of value, and such access may be supervised or unsupervised. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company's customers, staff, employees, vendors, contractors, and the general public.
At Sherwin-Williams, our purpose is to inspire and improve the world by coloring and protecting what matters. Our paints, coatings and innovative solutions make the places and spaces in our world brighter and stronger. Your skills, talent and passion make it possible to live this purpose, and for customers and our business to achieve great results. Sherwin-Williams is a place that takes its stability, growth and momentum and translates it to possibility for our people. Our people are behind the strength of our success, and we invest and support you in:
Life … with rewards, benefits and the flexibility to enhance your health and well-being
Career … with opportunities to learn, develop new skills and grow your contribution
Connection … with an inclusive team and commitment to our own and broader communities
It's all here for you... let's Create Your Possible
What is the Process to get Started?
Step 1 - Online Application
Find the role(s) that interest you on our Careers page: ******************************
Set aside 15 minutes to create your profile by entering or importing your details from one of our job board partners
Step 2 - Digital Interview
Upon review of your application, qualified candidates will be invited to complete a digital video interview via HireVue, our interview partner. The interview will consist of a few behavioral based questions
You'll be able to record and complete your video interview anytime, anywhere! While you can complete this video interview on your own schedule, we ask that this step be completed within 7 days of receiving an invitation
Step 3 - In-Store Interview
Your video interview is reviewed by a member of our Recruitment team and our top candidates are invited to meet with our team in a store, specialty wholesale branch, floorcovering facility or delivery service terminal.
At Sherwin-Williams, part of our mission is to help our employees and their families live healthier, save smarter and feel better. This starts with a wide range of world-class benefits designed for you. From retirement to health care, from total well-being to your daily commute-it matters to us. A general description of benefits offered can be found at ***************************** Click on “Candidates” to view benefit offerings that you may be eligible for if you are hired as a Sherwin-Williams employee.
Compensation decisions are dependent on the facts and circumstances of each case and will impact where actual compensation may fall within the stated wage range. The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. The wage range, other compensation, and benefits information listed is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable federal, state, and local laws including with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act where applicable.
Sherwin-Williams is proud to be an Equal Employment Opportunity employer. All qualified candidates will receive consideration for employment and will not be discriminated against based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, pregnancy, genetic information, creed, marital status or any other consideration prohibited by law or by contract.
As a VEVRAA Federal Contractor, Sherwin-Williams requests state and local employment services delivery systems to provide priority referral of Protected Veterans.
Please be aware, Sherwin-Williams recruiting team members will never request a candidate to provide a payment, ask for financial information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process.
Ensure high levels of customer satisfaction through excellent sales service
Assist customers in person and over the phone by determining needs and presenting appropriate products and services
Build productive trust relationships with wholesale and retail customers
Process sales transactions accurately and consistent with policies and procedures
Follow and achieve sales goals on a monthly, quarterly, and yearly basis
Maintain precise work order files and formulas
Pull appropriate products from the sales floor or warehouse
Tint and mix products, as needed, to customer specifications
Stock shelves and set up displays
Clean store equipment
Load/unload delivery trucks
Assist in making deliveries, as needed
Maintain in-stock and presentable condition assigned areas
Remain knowledgeable on products offered and discuss available options
Comply with inventory control procedures
Suggest ways to improve sales
Minimum Requirements:
Must be at least eighteen (18) years of age
Must be legally authorized to work in the country of employment without needing sponsorship for employment work visa status now or in the future
Must be able to read, write, comprehend, and communicate in English
Must be able to read, write, comprehend, and communicate in Spanish
Must have a valid, unrestricted Driver's License
Must be able, with or without reasonable accommodation, to retrieve material from shelves and floor stacks and lift and carry up to 50 lbs. frequently and up to 70 lbs. on occasion
Must be willing to work all scheduled hours, which may include evenings and weekends, with or without reasonable accommodation
Preferred Qualifications:
Have at least a High School diploma or GED
Have at least one (1) year experience working in a delivery, retail, or customer service position
Have previous work experience selling paint and paint related products
Have previous work experience operating tinting and mixing equipment
#SHWSalesBL
Store Customer Service Specialist (Multiple Locations)
Customer service specialist job in Brentwood, TN
This position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the products and store. Customer Service Specialists are tasked with achieving excellent customer service, while consistently meeting the store's sales goals.
Job duties involve contact with customers, which may include minors; and access to cash and other payment methods, electronic equipment, personal information, store merchandise and other items of value, and such access may be supervised or unsupervised. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company's customers, staff, employees, vendors, contractors, and the general public.
At Sherwin-Williams, our purpose is to inspire and improve the world by coloring and protecting what matters. Our paints, coatings and innovative solutions make the places and spaces in our world brighter and stronger. Your skills, talent and passion make it possible to live this purpose, and for customers and our business to achieve great results. Sherwin-Williams is a place that takes its stability, growth and momentum and translates it to possibility for our people. Our people are behind the strength of our success, and we invest and support you in:
Life … with rewards, benefits and the flexibility to enhance your health and well-being
Career … with opportunities to learn, develop new skills and grow your contribution
Connection … with an inclusive team and commitment to our own and broader communities
It's all here for you... let's Create Your Possible
What is the Process to get Started?
Step 1 - Online Application
Find the role(s) that interest you on our Careers page: ******************************
Set aside 15 minutes to create your profile by entering or importing your details from one of our job board partners
Step 2 - Digital Interview
Upon review of your application, qualified candidates will be invited to complete a digital video interview via HireVue, our interview partner. The interview will consist of a few behavioral based questions
You'll be able to record and complete your video interview anytime, anywhere! While you can complete this video interview on your own schedule, we ask that this step be completed within 7 days of receiving an invitation
Step 3 - In-Store Interview
Your video interview is reviewed by a member of our Recruitment team and our top candidates are invited to meet with our team in a store, specialty wholesale branch, floorcovering facility or delivery service terminal.
At Sherwin-Williams, part of our mission is to help our employees and their families live healthier, save smarter and feel better. This starts with a wide range of world-class benefits designed for you. From retirement to health care, from total well-being to your daily commute-it matters to us. A general description of benefits offered can be found at ***************************** Click on “Candidates” to view benefit offerings that you may be eligible for if you are hired as a Sherwin-Williams employee.
Compensation decisions are dependent on the facts and circumstances of each case and will impact where actual compensation may fall within the stated wage range. The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. The wage range, other compensation, and benefits information listed is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable federal, state, and local laws including with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act where applicable.
Sherwin-Williams is proud to be an Equal Employment Opportunity employer. All qualified candidates will receive consideration for employment and will not be discriminated against based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, pregnancy, genetic information, creed, marital status or any other consideration prohibited by law or by contract.
As a VEVRAA Federal Contractor, Sherwin-Williams requests state and local employment services delivery systems to provide priority referral of Protected Veterans.
Please be aware, Sherwin-Williams recruiting team members will never request a candidate to provide a payment, ask for financial information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process.
Ensure high levels of customer satisfaction through excellent sales service
Assist customers in person and over the phone by determining needs and presenting appropriate products and services
Build productive trust relationships with wholesale and retail customers
Process sales transactions accurately and consistent with policies and procedures
Follow and achieve sales goals on a monthly, quarterly, and yearly basis
Maintain precise work order files and formulas
Pull appropriate products from the sales floor or warehouse
Tint and mix products, as needed, to customer specifications
Stock shelves and set up displays
Clean store equipment
Load/unload delivery trucks
Assist in making deliveries, as needed
Maintain in-stock and presentable condition assigned areas
Remain knowledgeable on products offered and discuss available options
Comply with inventory control procedures
Suggest ways to improve sales
Minimum Requirements:
Must be at least eighteen (18) years of age
Must be legally authorized to work in the country of employment without needing sponsorship for employment work visa status now or in the future
Must have a valid, unrestricted Driver's License
Must be able, with or without reasonable accommodation, to retrieve material from shelves and floor stacks and lift and carry up to 50 lbs. frequently and up to 70 lbs. on occasion
Must be willing to work all scheduled hours, which may include evenings and weekends, with or without reasonable accommodation
Preferred Qualifications:
Have at least a High School diploma or GED
Have at least one (1) year experience working in a delivery, retail, or customer service position
Have previous work experience selling paint and paint related products
Have previous work experience operating tinting and mixing equipment
Ability to read, write, comprehend, and communicate in more than one language
Ability to read, write, comprehend, and communicate in Spanish
#SHWSales
Customer Support Specialist
Customer service specialist job in Lebanon, TN
The Customer Service Specialist will facilitate the order intake process, handle customer issues and inquiries, and organized enough to do so under accelerated time-tables when necessary. This position is part of a small but efficient team that is vital to the successful relationships between the company and its customers.
ESSENTIAL JOB FUNCTIONS
Analyze sales orders to determine and approve which orders should be released to the shipping department.
Coordinate with the Shipping Department to control freight costs and determine the optimal loads to send out for order delivery.
Audit and authorize orders ensuring compliance with requirements and accuracy of order information in the QAD operating system.
Advise cross functional teams (Supply Chain, Sales, Distribution) of client demands and needs and plan product roll out during new product deployment.
Coordinate with the Quality team and complete adjustments and credits for any damaged goods, mislabeled products, and/or returns from customers.
Analyze system reports and data to determine the best course of action for the customer.
Provide order confirmation data and continuous shipping updates on pending deliveries to the appropriate customer contact through well-organized communication methods.
Assist the Sales staff through effective communication of customer related inquiries, issues, and concerns daily.
Provide insights to management on daily dialogue and information obtained through customer contact.
Communicate with customers regarding orders, credits, reports, and various customer needs
Hastily escalate unresolvable issues to internal management and respond to Customer needs in a timely manner.
Coordinate with compliance specialist, request & review USMCA forms/international documents as needed for freight clearance for international customers.
Inputting data into spreadsheets or databases as required.
REQUIREMENTS
Bachelor's degree in finance, Business Administration or equivalent experience required
2+ years' experience in customer analytics, inventory management, customer service, or technical experience using EDI feeds required.
KEY COMPETENCIES
Advanced/Intermediate skill level with Microsoft Office Suite; Word, Excel, and PowerPoint
Hands-on approach to problem solving and analysis.
Excellent organizational and analytical Skills
Ability to analyze system reports and data to determine the best course of action
Customer Support Specialist
Customer service specialist job in La Vergne, TN
Customer Support/Inside Sales Representative - Post Sale
Onsite Monday-Friday 7:00 am to 4:00 pm in La Vergne, TN
Required Skills & Experience
-Strong organizational skills, ability to multitask, and attention to detail
-Strong communication skills, both written and verbal
-Excel proficiency
-Some customer service experience
Nice to Have Skills & Experience
-Experience in the metal processing industry, specifically with steel or other carbon-based materials
Job Description
A local metals processing company is looking for an Inside Sales Representative to join their team. This person will act as the main liaison between customers and the organization. They will manage customer relationships following closed deals, report all data associated with orders, and oversee orders from initial placement through delivery.
Day to day:
-Serve as the primary point of contact for customers post-sale
-Follow customer orders from start to finish, providing order updates and timeline expectations to customers in real time, and communicating with other departments to oversee order specifications
-Complete data-entry and reporting on all order information
-Build and maintain customer relationships
Client Services Associate
Customer service specialist job in Franklin, TN
A well-known client in Franklin, TN is looking to add a Client Service Associate to their growing team. This role is responsible for conducting policy checking, processing endorsements and renewals, coordinating claims, maintaining clear communication with producers, and providing general office support.
Responsibilities Include:
Execute plan renewals, new plan implementations, annual filings, audits and other compliance activities, etc.
Assist with event planning, program renewals, communications, payroll and EDI files, etc.
Manage relationships with insurers and vendors to ensure timely customer service and accurate cost-effective plan administration.
Ensure plan documentation, contracts and amendments are in compliance with federal, state, and local requirements.
Preferred Qualifications Include:
Strong customer service skills.
Positive attitude.
Highly organized and detail-oriented.
Ability to organize, set, and maintain priorities
Basic working knowledge of Microsoft Office Suite
Strong written and oral communication skills.
Ability to work in a team environment.
College Degree preferred
Sleep Therapy- CSR
Customer service specialist job in Murfreesboro, TN
Essential Duties and Responsibilities:
Ensure that all orders are processed in a timely and accurate manner with the appropriate paperwork completed; all orders must be entered into the system timely with all necessary documentation included and ready for billing upon delivery (or as allowed by authoritative and governing guidelines)
Handle inbound and outbound phone calls in a timely and professional manner; respond to inquiries and calls with proper prioritization and within reasonable timeframe; ensure that interactions are documented in the patient (customer) account within the software.
Monitor and process faxes and other sources of orders/referrals; enter and account for each in the software and ensure response/action is taken accordingly.
Efficiently coordinate branch transactions (deliveries, pick-ups, exchanges, returns, service, repair/maintenance) with appropriate staff (drivers, warehouse, liaisons, therapists, sales) and with patients (customers)
Facilitate collection of patient balances for new and existing accounts; manage payment plans and recurring payments in order to produce desirable collection results for the branch.
Contribute, both individually and as a team, to the achievement of operational, financial, and cultural performance goals for assigned branch location(s); be an advocate of management and a positive presence in the branch.
Maintain current knowledge of and ensure compliance with company policies and procedures; stay current in medical billing practices, eligibility and insurance requirements, documentation requirements, and billing reimbursement.
Develop and maintain working knowledge of products and services offered by the company, relevant governmental or regulatory requirements, and accreditation requirements.
Maintain a high level of service satisfaction with patients and referral sources; maintain strong working relationships with branch staff and other employees.
Ensure physical control and proper care of company assets, account for movement of physical assets within the software in a timely fashion.
Maintain professional, polite, and respectful interactions with employees, patients/customers, referrals sources, vendors; maintain professional appearance with clothing, grooming, and personal hygiene.
Responsible for performing other duties as assigned by management.
Qualifications:
High school diploma or equivalent.
Preferred Knowledge, Skills and Abilities:
Customer service experience preferred.
Relevant healthcare or medical billing experience preferred.
Knowledge of medical billing practices, eligibility and insurance requirements, and billing reimbursement.
Commitment to service excellence and superior performance.
Solid verbal and written skills.
Proper phone and email etiquette.
Manage time effectively.
Able to multi-task and complete all assigned tasks at quality levels and within deadlines.
Organized and structured in carrying out responsibilities.
Professionally postured in both behavior and physical appearance.
Strong interpersonal and communication skills; respectful and polite in all interactions.
Able to physically lift, carry, and move equipment.
Efficient use of technology and software.
You will be expected to work during normal business hours, which are Monday through Friday, 8:00 a.m. - 5:00 p.m. and on-call rotations as assigned. Please note this job description is not designed to cover and/or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties and responsibilities may change at any time with or without notice.
AdTech Client Specialist
Customer service specialist job in Franklin, TN
We are Automotive Business Scientists. We empower our clients to turn overwhelming industry data into discovery, action and measured success. We are unique market leaders because we find and examine possibilities through the clarity of a scientific lens. To solve the toughest client challenges, we need curious, creative and dedicated people to join our team.
We search out individuals who align with our core values and who adhere to the highest standards of integrity and ethics in everything they do. Our company is filled with the brightest minds and the biggest hearts at every level. We recognize that personal success takes on many different forms of the course of our lives - both professional and personally - so we provide a myriad of benefits and programs focused on Wellbeing, Growth, Community and Recognition. One size does not fit all, so we encourage every Urban Scientist to discover their own formula for success. If this sounds like the kind of company you would like to work with, Apply Now!
POSITION OVERVIEW
With the success of our revolutionary suite of Media Performance solutions that takes the guesswork out of planning, deploying, and optimizing automotive media, we are looking for a Client Specialist to help support our growth within the agency and ad-tech community.
This role has current Hybrid Workplace flexibility, and candidates must be available to work in-person two to three days per week at an Urban Science office location. We are headquartered in Detroit, MI and additionally have flexibility to consider candidates local to Atlanta, Dallas (Plano), or Nashville (Franklin).
URBAN SCIENCE DOES NOT AND WILL NOT PROVIDE IMMIGRATION RELATED SPONSORSHIP FOR THIS ROLE, NOW OR IN THE FUTURE.
Essential Duties and Responsibilities
AdTech team operational and client account support.
Process and analyze usage reports from platform, agency and OEM contracts.
Support the development of a reporting repository for Media Performance projects.
Maintain Media Performance project data at the Solution, Platform, Brand, and Segment levels.
Coordinate with internal teams to ensure services are activated and running smoothly.
Act as main point of contact for questions or concerns from active clients and users.
Support Senior Engagement Managers and Head of Sales on day-to-day client needs, such as research.
Coordinate with internal teams to ensure services are activated and running smoothly.
Qualifications - Education and Experience
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, abilities, and competencies required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Required:
Data Savvy: Requires a broad understanding of real-time analytics, and experience working with data to provide clear and insightful recommendations
Data management skills (SQL or Access is nice to have)
Requires demonstrated knowledge of excel, ability to do pivot tables, macros, etc.
MS Office: Requires solid knowledge of MS Excel, Word, PowerPoint, Teams, and Outlook
Thought Leadership: Requires ability to apply Urban Science methodologies and new ideas to the client's mission critical problems to help them drive business
Experience being a process creator/innovator
Ability to ask relevant, thoughtful questions, take initiative, critical thinker
Communication skills: Strong written and verbal skill set required. Ability to communicate concisely and coordinate effectively with various levels of leadership, and across various teams/offices
Presentation skills: Ability to conduct professional presentations with various levels of leadership
Analytical Thinking: Requires the ability to understand a situation by breaking it apart into smaller pieces, and/or tracing the implications of a situation in a step-by-step causal way
Initiative: Requires the drive to go above and beyond to improve or enhance job results. Ability to work independently in assigned space
Time Management: Requires strong capability to prioritize competing demands, manage multiple concurrent tasks and run meetings on schedule
Project Management: Project management skills, including the ability to estimate work efforts, define work plans, monitor progress and report schedule variances and scope changes. Responsible and accountable to meet deadlines and deliver work as needed.
Preferred:
Campaign analytics background
Account management background
Digital automotive marketing experience
Accounting, billing and reporting knowledge
Automotive media, Insertion Order, product/service usage reporting
EDUCATION and/or EXPERIENCE:
Bachelor's degree in business, Marketing, etc. required; other degrees considered with demonstrated ability to apply advanced skill in quantitative analysis.
Minimum of 3 years related work experience required
Digital marketing/agency experience required
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This description is intended to describe the type and level of work being performed by a person assigned to this position. It is NOT an exhaustive list of all duties and responsibilities required by a person so classified. The job may require additional hours beyond a traditional 40-hour workweek.
Auto-ApplyClient Relationship Specialist
Customer service specialist job in Franklin, TN
Job Description
Client Relationship Specialist
Compensation: $70,000 - $80,000 (based on experience)
Status: Full time; In Office
The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
We are a close, tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Some things to know about us:
We are a family business, and we treat each other like family. That sounds like a cliché, but it's the truth.
We are honest, caring people.
Our team is small and growing, specializing in high-net-worth clients. This means we carry a broad range of expertise to provide the utmost in client service to our clients. You'll be able to learn from the best across many aspects of the financial services industry.
Our office is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us!
Sound appealing? We are building a team with people who share our values and want to contribute to our clients' experiences. We would like you to think of how we can do things better, make an impact, and continue to grow.
We are excited to have an opportunity to welcome a Client Relationship Specialist to our team who will support the firm's senior staff. The attributes that we are looking for in a teammate include:
Trustworthiness
Insistent, consistent attention to detail
Energy and enthusiasm
Commitment to exceeding client expectations
Flexibility and openness to step in and do whatever is needed to support the team
Interest in working on varied assignments with people across the firm
Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base
Ability to anticipate the needs of the advisor and the team overall
Self-directed time management and prioritization capabilities and outstanding organizational skills
Self-motivation, having the ability to self-start, take initiative, and be proactive
Demonstrated integrity, work ethic, professionalism, and an obligation to maintain firm and client confidentiality
Poise and maturity, especially in stressful situations
Team player with strong desire to be a long-term contributing member of the team, willing to step in and do whatever needs to be done
A long view of the opportunities presented by the firm and the industry overall
If you are a fit for this position, we know that you are interested in more details. Read on! As a Client Relationship Specialist, you can expect to:
Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act.
For example:
All meeting preparation - from investment updates to financial planning updates
Input data for new client financial plans
Make recommendations to systematize and improve office functioning
Update social media with approved educational content
Engage with clients in a professional, kind, and courteous manner.
For example:
Attend all in-office and Zoom client meetings
Take notes during client meetings
Conduct check-in calls with clients
Answer phones in a professional and courteous manner
Greet clients and respond to their immediate needs
Demonstrate access to and use of the client portal; conduct client training; troubleshoot issues; give instructions for IRA RMD charitable donations; notify clients of IRA RMDs and give instructions for satisfying requirements; generate and send tax forms
Organize and plan events for clients and prospects
Intake, screen, organize and process all that you are able, focus your own and the team's attention on the items that require personal attention, and ensure that all activities are captured, scheduled, and completed.
For example:
Follow up on post-meeting tasks, initiating action and monitoring until complete
Update cost basis information
Provide total office coverage in the absence of the administrative assistant
Handle all incoming and outgoing mail and packages
Stay apprised of client meetings and ongoing activities, keeping up to date on the advisors' priorities and projects, goals, and timelines and what they want/need to do with each on an ongoing basis so that you can process, schedule, and oversee projects.
For example:
Anticipate advisor needs and handle them proactively
Prepare new account and investment paperwork
Place trades at the direction of the advisor
Process money movement requests
Track planning fees
Generate client reports; generate Morningstar reports
Scan client statements, correspondence, and documents
Data entry of all clients personal and financial information
Coordinate the advisors' calendar availability; appropriately blocking time and coordinating commitments with the team.
For example:
Complete projects assigned by senior staff members
This position serves as the primary liaison between Financial Advisors and clients to ensure quality service is provided throughout the firm's client base. It's expected that the candidate provides proactive task management of necessary Financial Planning initiatives that increase per advisor capacity to serve clients and facilitate client growth.
You will work closely with the Operations Team to ensure clients are well served and company goals and objectives are met. This position is not required to generate new clients for the firm but help Financial Advisors do so by freeing up their time.
Qualifications for this role include:
BS/BA in finance or business administration is preferred, but not required
Minimum of three years of experience in the financial services industry required
Experience in the wealth management or an investment-related industry with emphasis on understanding of the independent wealth management/RIA arena required
Series 65 is required
RIA experience (independent, a larger national group or "fee only") is a plus
Superior client service, communication, and relationship management skills
High level of detail orientation, strong decision making and analytical skills
Strong computer desktop skills are required: Microsoft Office Suite (Excel (pivot tables), Outlook, Word, etc.) and CRM, for example
Ability to work simultaneously with multiple programs is required
Ability to learn and apply new programs quickly and efficiently is required
Orion and Redtail experience is a plus
Technology-forward
Client facing experience
Problem solver
Ability to thrive in a fast-paced environment and step in to do whatever needs to be done
Ability to take direction and follow procedures flawlessly, time after time
Patience to do repetitive work correctly and accurately - “everything speaks”
Demonstrated job stability and career progression
Team player who enjoys working with others and has a servant mindset and positive attitude
Team members will have career tracks to choose from. For example, CRSs who want to become planners will be supported in pursuing either the CFP (Certified Financial Planner) or the FPQP (Financial Paraplanner Qualified Professional) designation and have opportunities to contribute to the creation of personal financial plans for our clients. CRSs who are interested in working closely with our highest net worth clients in all aspects of their lives may move to support our family office services. Whichever path you choose, your commitment to our firm will be reciprocated by our investment in you and your future!
Get in touch today so that we can get to know you! As a Client Relationship Specialist, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!
Client Grievance Specialist
Customer service specialist job in Brentwood, TN
Client Grievance Specialist
We are looking for a detail-oriented and compassionate Client Grievance Specialist to join our team. The ideal candidate will be responsible for managing, investigating, and resolving patient complaints and grievances in compliance with CMS standards and health plan contractual obligations. This role is essential in ensuring patient satisfaction, compliance, and continuous quality improvement.
Roles and Responsibilities
Acknowledge, examine, and investigate patient complaints by reviewing call logs/recordings while leveraging internal systems for research
Maintain accurate records and documentation within internal systems
Use critical thinking to independently manage complex or escalated cases with minimal supervision
Collaborate with internal teams to collect all necessary information
Prepare and submit summary reports and findings regarding grievances to the relevant department managers
Report to Health Plan Partners as per contractual obligations
Identify trends or recurring issues and escalate them to leadership for quality improvement initiatives
Manage grievances in accordance with Centers for Medicare and Medicaid (CMS) standards, ensuring timely resolution and responses that comply with applicable regulations and internal guidelines.
Position Requirements
Associate or bachelor's degree in healthcare administration or a related field (or equivalent experience).
Strong analytical, problem-solving, and written/verbal communication skills
Proficiency with Microsoft Office Suite
Salesforce and Athena are experience a plus
Benefits
Opportunity to work in a dynamic, fast-paced and innovative value-based provider organization that is transforming the delivery of kidney care
Competitive salary
Comprehensive medical, dental, vision and life insurance
Flexible paid leave and vacation policy
401(k) plan with matching contributions
About Monogram Health
Monogram Health is a leading multispecialty provider of in-home, evidence-based care for the most complex of patients who have multiple chronic conditions. Monogram health takes a comprehensive and personalized approach to a person's health, treating not only a disease, but all of the chronic conditions that are present - such as diabetes, hypertension, chronic kidney disease, heart failure, depression, COPD, and other metabolic disorders.
Monogram Health employs a robust clinical team, leveraging specialists across multiple disciplines including nephrology, cardiology, endocrinology, pulmonology, behavioral health, and palliative care to diagnose and treat health issues; review and prescribe medication; provide guidance, education, and counselling on a patient's healthcare options; as well as assist with daily needs such as access to food, eating healthy, transportation, financial assistance, and more. Monogram Health is available 24 hours a day, 7 days a week, and on holidays, to support and treat patients in their home.
Monogram Health's personalized and innovative treatment model is proven to dramatically improve patient outcomes and quality of life while reducing medical costs across the health care continuum. .
Client Specialist
Customer service specialist job in Franklin, TN
About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
May schedule client appointments and/or conference room for appointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatory policies.
May manage FA and Team's social media presence (website, LinkedIn, X, etc.).
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
2+ years of prior industry and/or administrative work experience.
Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
Detail oriented with an emphasis on accuracy.
Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
Good analytical and critical problem-solving skills.
Bachelor's degree preferred, not required.
#LI-PWM5
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Juris Customer Success Consultant
Customer service specialist job in Brentwood, TN
Do you enjoy collaborating cross-functionally to deliver on common goals? Do you enjoy working towards resolving complex issues? About our team LexisNexis Legal & Professional, which serves customers in more than 150 countries with 11,800 employees worldwide, is part of RELX, a global provider of information-based analytics and decision tools for professional and business customers. Our company has been a long-time leader in deploying AI and advanced technologies to the legal market to improve productivity and transform the overall business and practice of law, deploying ethical and powerful generative AI solutions with a flexible, multi-model approach that prioritizes using the best model from today's top model creators for each individual legal use case.
About the role
In this role, you will apply in-depth knowledge of functional/business area and/or specific applications to identify, customize and implement appropriate applications/solutions (e.g., HR information systems, Enterprise Resource Planning systems, manufacturing/supply chain) for external clients.
Responsibilities:
· Customizing and implementing appropriate applications and solutions for external clients
· Analyzing client needs and participating in the design of business process requirements
· Translating business requirements into off-the-shelf and customization specifications
· Testing, documenting, and training client personnel on functional and business applications software
· Guiding others in resolving complex issues in specialized area based on existing solutions and procedures
Requirements:
· Be able to anticipate potential objections and influences others to adopt a different point of view
· Be able to interpret internal/external business challenges and recommend best practices to improve products, processes, or services
· Be able to work on your own with guidance in only the most complex situations
· Have the ability to train and mentor junior staff
· Be an expert of own discipline for clients
· Be able to solve complex problems; takes a broad perspective to identify innovative solutions
Work in a way that works for you
Working flexible hours - flexing the times when you work in the day to help you fit everything in and work when you are the most productive. We promote a healthy work/life balance across the organization. We offer an appealing working prospect for our people. With numerous wellbeing initiatives, shared parental leave, study assistance and sabbaticals, we will help you meet your immediate responsibilities and your long-term goals.
About the business
LexisNexis Legal & Professional provides legal, regulatory, and business information and analytics that help customers increase their productivity, improve decision-making, achieve better outcomes, and advance the rule of law around the world. As a digital pioneer, the company was the first to bring legal and business information online with its Lexis and Nexis services.
Primary Location Base Pay Range: Home based-Illinois $60,900 - $101,500.
If performed in Chicago, IL, the pay range is $63,800 - $106,400. If performed in Ohio, the pay range is $55,100 - $91,900.
U.S. National Pay Range: $58,000 - $96,700. Geographic differentials may apply in some locations to better reflect local market rates.
We know that your wellbeing and happiness are key to a long and successful career. These are some of the benefits we are delighted to offer to our US full- and part-time employees working at least 20 hours or more per week:
● Health Benefits: Comprehensive, multi-carrier program for medical, dental and vision benefits
● Retirement Benefits: 401(k) with match and an Employee Share Purchase Plan
● Wellbeing: Wellness platform with incentives, Headspace app subscription, Employee Assistance and Time-off Programs
● Short-and-Long Term Disability, Life and Accidental Death Insurance, Critical Illness, and Hospital Indemnity
● Family Benefits, including bonding and family care leaves, adoption and surrogacy benefits
● Health Savings, Health Care, Dependent Care and Commuter Spending Accounts
● In addition to annual Paid Time Off, we offer up to two days of paid leave each to participate in Employee Resource Groups and to volunteer with your charity of choice
We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form or please contact **************.
Criminals may pose as recruiters asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams here .
Please read our Candidate Privacy Policy .
We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law.
USA Job Seekers:
EEO Know Your Rights .
RELX is a global provider of information-based analytics and decision tools for professional and business customers, enabling them to make better decisions, get better results and be more productive.
Our purpose is to benefit society by developing products that help researchers advance scientific knowledge; doctors and nurses improve the lives of patients; lawyers promote the rule of law and achieve justice and fair results for their clients; businesses and governments prevent fraud; consumers access financial services and get fair prices on insurance; and customers learn about markets and complete transactions.
Our purpose guides our actions beyond the products that we develop. It defines us as a company. Every day across RELX our employees are inspired to undertake initiatives that make unique contributions to society and the communities in which we operate.
Part Time Customer Service and Sales Associate
Customer service specialist job in Franklin, TN
The **Part Time Customer Service & Sales Associate** is an essential member of the **Hertz Local Edition** team and is the brand ambassador, providing the fastest, easiest, and most valued experience to our customers. This sales commissioned team member provides world class customer service and professionally and effectively sells Hertz products and services to meet the customer's travel and insurance replacements needs.
Wages: $18.00/hr.
For full-time opportunities Hertz also provides world class benefits, which include:
+ Medical, Dental, and Vision Insurance
+ Life Insurance
+ Paid Time Off
+ 401(k) Retirement Plan
+ Employee Discounts
R **esponsibility of a Sales and Service Associate includes:**
+ Effectively communicate and offer ancillary products and services to enhance customer's travel experience.
+ Strong emphasis on selling and revenue maximization on core products such as, but not limited to, options to waive customer's responsibility of damage, fuel options and vehicle upsells.
+ Achieve personal sales goals while supporting the goals of the team.
+ Work in a fast-paced sales environment, providing helpful, quality service and sales, while enhancing the customer's rental experience.
+ Convert phone shops to reservations and rentals
+ Creating a positive customer service experience by listening to and identifying customer needs
+ Engaging customers in a courteous professional manner and ensuring overall customer satisfaction and service
+ Maximize revenue opportunities with customers by actively soliciting business after every rate quote, addressing/overcoming customer objections to placing a reservation, utilizing various sales techniques as appropriate to obtain every possible booking.
+ Assist customers with various post rental inquiries that involve the rental and billing process.
+ Viewing every customer contact as a sales opportunity and soliciting reservations on customer service calls.
**Skills/Experience:**
+ Demonstrate good communication skills both written and oral. Communicate in English clearly and proficiently. Candidates fluent in other languages are encouraged to apply.
+ Have the competitive drive and confidence to succeed in a commission-based environment.
+ Work in a fast-paced environment with a variety of tasks. Excellent organizational and time management skills.
+ Demonstrate sales, professionalism and interpersonal skills.
+ Show a high level of ownership, accountability and initiative.
+ Show proven experience of working well within a team.
+ Work flexible shifts including weekends and holidays; and work overtime as required.
+ Work outdoors during all weather conditions.
+ Stand for long periods of time.
**Qualified applicants will have the following:**
+ A valid driver's license with record in good standing
+ Ability to drive and operate vehicles
+ Fluency in English
+ 1-2 years of customer service and sales experience.
**Physical Requirements:**
Applicant must possess all auditory, speaking and communicating capabilities necessary to complete the responsibilities detailed above. The essential functions of this position include, but are not limited to, the following: sitting, standing, walking, bending and twisting, climbing, driving, pushing and pulling, speaking, hearing, writing, lifting, typing, filing, seeing, reading and the ability to use a computer, telephone, calculator, copy machine and fax machine.
The Hertz Corporation operates the Hertz, Dollar Car Rental, Thrifty Car Rental brands in approximately 9,700 corporate and franchisee locations throughout North America, Europe, The Caribbean, Latin America, Africa, the Middle East, Asia, Australia and New Zealand. The Hertz Corporation is one of the largest worldwide airport general use vehicle rental companies, and the Hertz brand is one of the most recognized in the world.
**US EEO STATEMENT**
At Hertz, we champion and celebrate a culture of diversity and inclusion. We take affirmative steps to promote employment and advancement opportunities. The endless variety of perspectives, experiences, skills and talents that our employees invest in their work every day represent a significant part of our culture - and our success and reputation as a company.
Individuals are encouraged to apply for positions because of the characteristics that make them unique.
EOE, including disability/veteran
Customer Service Attendant
Customer service specialist job in Pleasant View, TN
Job Description
Champion Car Wash - Customer Service Attendant
Job Type: Part-Time or Full-Time | Hourly Pay | Growth Opportunities
About Us:
At Champion Car Wash, we deliver more than just a clean car - we deliver a Champion-level experience. Our team is committed to providing friendly service, exceptional wash quality, and a welcoming environment for every guest, every time. We're growing fast and looking for motivated, customer-focused individuals to join our team!
Position Overview:
The Customer Service Attendant is the face of Champion Car Wash. You'll be responsible for ensuring every customer has a smooth, friendly, and efficient experience-from greeting guests and assisting at the pay stations to prepping vehicles and maintaining a clean site. If you love working outdoors, staying active, and making someone's day a little brighter, this is the job for you!
Key Responsibilities:
Greet customers with a smile and positive attitude
Assist customers with selecting wash services and using pay stations
Guide vehicles safely onto the conveyor
Prep vehicles by spraying problem areas (e.g., bugs, wheels)
Maintain cleanliness of site, lot, and equipment
Monitor wash quality to ensure every car leaves clean
Promote membership programs and upsell services when appropriate
Follow all safety and operational procedures
Qualifications:
Friendly, energetic, and customer-focused attitude
Ability to work outdoors in all weather conditions
Ability to stand for extended periods and perform physical tasks
Team player who takes direction well and contributes to a positive environment
Previous customer service or car wash experience is a plus (but not required)
Must be dependable and punctual
Weekend availability preferred
Benefits:
Competitive hourly pay
Opportunity for performance-based bonuses
Flexible scheduling (part-time or full-time)
Paid training and career advancement opportunities
Free car washes
Medical/Dental/Vision Available
Join Our Winning Team!
If you're ready to work hard, have fun, and deliver outstanding service, we want to meet you!
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AP Customer Service Clerk
Customer service specialist job in Franklin, TN
Job DescriptionLoews Hotels & Co is a leading owner and operator of luxury hotels with a portfolio consisting of 26 hotels and resorts in the United States. Located in major city centers and resort destinations from coast to coast, the Loews portfolio features one-of-a-kind properties that go beyond Four Diamond standards and embrace their ”uniquely local” community in order to curate exciting, approachable and local travel experiences for guests.
The Accounts Payable Customer Service Clerk provides services in a high volume financial shared services environment supporting an exciting collection of hotel properties across North America. This team member communicates to both internal and external customers via phone and email regarding statement reconciliation, payment inquiries and any discrepancies. The Customer Service Representative works collaboratively with other shared services and hotel team members to ensure our customers' needs are addressed quickly and to their satisfaction. Achievement of daily, weekly, and monthly excellence targets while delivering extraordinary customer service to our customers is of utmost importance. The Accounts Payable Customer Service Clerk reports to the Accounts Payable Manager.
Essential Functions and Responsibilities
Creates strong relationships with both internal and external customers to ensure the timely and accurate responses on all forms of Accounts Payable documents
Communicates via email and phone to resolve inquiries.
Maintains the highest levels of customer service at all times
Prepares all paperwork corrections to address any concerns identified during customer service inquiries
Reconciles vendor statements to ensure any variances, short payments and overpayments are reconciled and addressed
Maintains strong relationships with hotel finance and internal team members to ensure excellent communication and enabling timely resolution to supplier concerns
Accountable for achievement of metrics and targets associated with the position
Actively participates in training sessions and departmental meetings recommending efficiencies and enhancements around processes within the scope of the role
Regular attendance in conformance with standards
May be required to work varying schedules to reflect business needs
Required to attend all training sessions and meetings
Ability to perform ”Physical Requirements” as explained below
Other duties as assigned
Qualifications
Ability to work cooperatively with others
Ability to maintain confidentiality
Ability to read, write and speak English effectively
Ability to communicate effectively both written and verbally
Ability to work effectively, maintain composure and make decisions in stressful situations
Ability to organize workload, adapt quickly to change, and deliver under the pressure of deadlines
Ability to perform both standard and intermediate spreadsheet functions using Microsoft Excel
Proficiency in windows-based computer programs to include e-mail, internet and word processing applications
Strong computer skills and ability to learn new computer applications
General knowledge of mathematics and accounting principles
Education:
High School Diploma or GED equivalent
Experience:
1-2 years customer-facing work experience in a hospitality or finance environment
Loews Hotels & Co is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.
Automotive Customer Service Advisor-1999
Customer service specialist job in Franklin, TN
Are you considering a career in automotive? At Premium Velocity Auto/ Jiffy Lube (PVA), no automotive experience is required! Transfer your customer service skills and retail sales knowledge to an industry that will really get you moving, we'll train you on the rest!
We are now hiring Customer Service Advisors/Lube Technicians to work safely in various roles to meet the individual needs of the customer, ensuring that they are confident in the safety of their vehicle.
Benefits:
Opportunity to increase your payrate within your first 60 days of employment!
Paid training plus bonus incentives for completing training.
Cross-training across multiple roles, increasing your earning potential.
Career paths that offer limitless growth opportunities (in Automotive and Management)!
Safety focused work environment to always keep you and our customers safe!
Unique benefits including legal and financial advising, employee discount on parts and services, and a members-only discount center for major purchases and day-to-day essentials! *
Competitive Medical, Vision, Dental, company funded Life Insurance, FSA/DCFSA, and paid time off to help you care for yourself and your family! *
*For full time employees
PVA is seeking reliable individuals with a growth mentality, committed to customer satisfaction. The ability to build rapport and explain products effectively makes you the perfect candidate for this position! We do not require automotive experience, but customer service/sales experience are preferred.
Qualified candidates can work well in a team setting, have great communication skills, and are efficient in fast-paced environments. A valid driver's license is strongly preferred as it ensures your career opportunities will not be limited but is not required.
See full job description below!
Job Summary
The Customer Service Advisor (CSA) for PVA (Jiffy Lube), helps build loyalty and increase sales by allowing our guests to make informed decisions about their automotive services. The CSA is a Lube Technician that is also responsible for creating a positive guest experience, which they can achieve by acting as the customer liaison and main point of contact throughout their visit!
Job Responsibilities:
Greet and escort guests from their vehicles as you review their requests.
Inform guests of any promotions or products available with thorough understanding of the full range of Jiffy Lube products and services acquired through your training.
Provide impartial recommendations or options that are tailored specifically to guest's needs based on manufacturer recommendations and technicians' findings.
Communicate updates to the guest throughout the entire process as well as any special circumstances that impact overall satisfaction.
Perform preventative maintenance such as oil and filter change, refill fluid levels, and inspecting and replacing lights, wiper blades, brakes, and tires.
Promote customer loyalty by ensuring completion of quality workmanship, reviewing services completed with guest, confirming guest satisfaction, and encouraging return at recommended intervals.
Other duties as assigned by management.
Requirements:
Proven face-to-face customer service or sales experience.
Ability to perform the responsibilities of the job.
Able to stand for an extended period.
Ability to bend, stoop, reach, crawl, and climb stairs.
Ability to lift over 50 pounds.
Comfortable working in an enclosed and/or semi-outdoor environment.
Authorized to work in the US without sponsorship.
Qualifications:
Valid Driver's License preferred.
Excellent customer service and communication skills.
Keen listening and reasoning skills to capture guests' product needs.
Confident in overcoming objections and not afraid of rejection.
An energetic and positive attitude that is welcoming to guests.
Ability to work well in a team environment.
Dedication to following safety policies and procedures.
Willingness to undergo on the job training and a growth mindset.
Ability to work in a fast-paced environment while multi-tasking.
Benefits:
Employer/Employee Funded Medical Plans, Prescription Drug Coverage, and Telemedicine*
Employer Funded Basic Life & Accidental Death Dismemberment*
Bonus structure for JLU Module completions within set timeframes.
Employee discount on parts and services
Additional benefits available:
Dental Plan and/or Vision Plan*
Life & Accidental Death Dismemberment and/or Accident*
Short-Term and Long-Term Disability*
Critical Illness and/or Cancer and/or Hospital Indemnity*
Flexible Spending Account (FSA) and/or Dependent Care FSA*
Value Added Services: Employee Assistance Program, Will Prep, Travel Assistance
* Full-time employees only
Equal Opportunity Employer
Jiffy Lube - Premium Velocity Auto provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Client Services Administrator - Financial Firm - Franklin, TN
Customer service specialist job in Franklin, TN
Client Service Administrator
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
Our fast-paced and growing financial firm, Beacon Capital Management in (Franklin, TN) is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
Job Description:
The purpose of this position is to work with Financial Advisor(s) to onboard new clients as well as service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
Key Skills:
Strong organizational skills
Excellent communication; written and verbal
Attention to detail and accuracy
Proactive management style and consistent follow-through
Minimum Requirements:
Associate degree preferred
Financial Industry experience required
2+ years working alongside a Financial Advisor in a fast-paced office environment preferred
Experience with MS Office Suite and the ability to learn new software quickly
CRM experience
Responsibilities:
This Client Service Administrator (CSA) will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:
Receive incoming client service calls in a friendly manner
Complete each service request and resolve client issues
Complete and process all applications for business submitted by Advisor
Prepare client review summary for upcoming appointments
Maintain professional communication with clients and staff
Assist with client updates, reports, and mailings
Assist in setting client appointments
Work independently with Financial Advisor(s) and help other CSA's as needed
Salary:
$50,000-$55,000
Benefits:
Health Insurance
PTO
401K Match
Hours:
Monday-Thursday: 8:30 am -5:00 pm
Friday: 8:30 am - 4:00 pm
Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Customer Service Representative
Customer service specialist job in Franklin, TN
Do your friends and co-workers refer to you as a people person? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS Customer Service Representative, you will be the initial contact with current customers as well as prospective customers. You will work with customers via email, telephone and in-person. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center.
The ideal candidate will be self-motivated, with problem-solving skills who pays very close attention to accuracy and detail. Comprehensive training in all aspects of this position will be provided. If this describes you, we encourage you to apply!
Hourly rate is negotiable based on experience. Monthly commission based on closed jobs. Paid Holidays, Vacation. Monday through Friday schedule. 8:30 - 5:00. No weekends.
We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry, we encourage you to apply. Compensation: $15.00 - $18.00 per hour
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
Auto-ApplyPersonal Lines CSR
Customer service specialist job in Franklin, TN
Benefits:
Competitive salary
Dental insurance
Health insurance
Vision insurance
Benefits/Perks
Competitive Pay
Professional Development
Job Stability in a growing industry
Job Description
We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products.
Responsibilities
Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Qualifications
Hold the insurance license required by your state and have a minimum of two years of personal lines insurance account management experience as well as a Bachelors Degree or comparable work experience.
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
Logistics Service Specialist
Customer service specialist job in Brentwood, TN
Build Your Career. Build America's Future. Vulcan Materials Company is the nation's largest producer of construction aggregates and a major producer of aggregates-based construction materials including asphalt and ready-mixed concrete. When you join Vulcan, it's more than starting an exciting career - you get to make a difference for millions of people every day across the country.
When you join Vulcan, you join a dynamic culture in which career development is encouraged, excellence is rewarded, and diversity is valued. No matter the role or the location across the country, every member of the Vulcan team lives through the Vulcan Way: doing the right thing, the right way, at the right time.
What You'll Do:
Receive and Enter Orders. Receive customer orders and assist customers in identifying proper products needed for specific end uses. Accurately enter orders into the APEX system.
Collaborate. Work with the Sales Service Center to obtain project information and pricing, as necessary.
Oversee and Adjust Scheduling. Oversee driver/truck scheduling to effectively balance our capabilities with demand. Schedule and company and independent drivers to deliver customer orders at each facility on a daily basis. Adjust the schedule as necessary.
Ensure Compliance. Ensure compliance with Department of Transportation rules and regulations, including but not limited to hours of service.
Review Order Entry. Review daily order entry for completeness and accuracy for each facility. Ensure the plant can meet customer needs in a timely manner. Make adjustments as necessary.
Resolve Issues. Report immediately any delivery problems to service or sales representatives for quick resolution or mitigation.
Additional Responsibilities. Other duties as assigned.
Skills You'll Need:
Education. Must have a high school diploma or its equivalent. Some college is preferred.
Experience. Experience that has included dispatching, customer relations, and construction/transportation is preferred. Must have administrative or sales experience.
Operational Knowledge. Must have knowledge of paving, concrete, and construction materials. Must have knowledge of trucks and transportation requirements and regulations. Must have a solid understanding of the aggregate and asphalt business functions, as well as key drivers for sales, logistics, and customer satisfaction. Must have knowledge of the construction industry to include materials and project management.
Regulatory Knowledge. Must have knowledge of environmental and safety regulations in trucking and terminal operations. Must possess working knowledge of DOT (State and Federal) motor-carrier rules and regulations to allow effective evaluation, representation, and management of Vulcan's interests in its relationships with transportation service providers. Must have knowledge of OSHA and MSHA rules and regulations.
Problem Solving Skills. Must be able to schedule and organize large numbers of people quickly and efficiently.
Interpersonal Skills. Must have excellent verbal and written communication skills and interact well with all levels of the organization. Must be able to represent Vulcan in a professional manner. Must be able to maintain satisfactory customer relations.
Time Management Skills. Must be able to manage time effectively with minimal supervision. Must have initiative and ability to handle multiple assignments and stay results-oriented. Must have ability to work in a stressful, deadline-oriented environment that requires complex, technical information and decision making.
Technology Skills. Must be skilled in using computers to record information and create reports.
What You'll Like About Us:
Great Company Culture. Our people share a competitive drive for excellence in an environment of trust, teamwork, open-mindedness, and communication.
Safe. Industry leader in health and safety standards. We are committed to creating a safe work environment and protecting all employees and customers.
Meaningful Work. What sets us apart is the work we do impacts daily lives - and every employee contributes. Our aggregates produced are used to build roads, schools, hospitals, airports, and housing throughout the United States.
Health Benefits. Medical, Dental, Vision programs, plus much more.
Rest and Relaxation. Paid vacation, personal floating days, and paid holidays.
Prepare for the Future. 401(k) with company match and contribution.
Training and Development. We see our development programs and helping our employees meet their goals as a key part of our business.
Vulcan Materials Company is committed to employing a diverse workforce. You will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability. You also have the right to be free from discrimination for medical needs arising from pregnancy, childbirth, or related medical conditions.
NOTICE TO TEMPORARY STAFFING AGENCIES, PLACEMENT SERVICES AND PROFESSIONAL RECRUITERS
Vulcan Materials Company has an internal recruiting department. Please review our policy as it relates to the use of temporary staffing agencies, placement services and professional recruiters.
Customer Service Professional
Customer service specialist job in Murfreesboro, TN
Job Description
Were looking for a Customer Service Representative (CSR) to join our growing team. The ideal candidate is detail-oriented, organized, and committed to ensuring client satisfaction. You'll play an important role in supporting our clients, assisting our agents, and helping the agency continue to grow.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Hands on Training
Career Growth Opportunities
Mon-Fri Schedule
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Responsibilities
Responsibilities
Provide excellent customer service through phone, email, and in-person interactions.
Assist clients with policy questions, billing inquiries, and service requests.
Maintain accurate records and complete all assigned tasks in a timely manner.
Support the agency team with administrative tasks and client follow-ups.
Ensure compliance with agency and carrier standards.
Requirements
Qualifications
Strong attention to detail and organizational skills.
Ability to manage multiple tasks effectively.
Excellent written and verbal communication skills.
Proficiency in basic computer applications and agency systems (training provided).
Prior customer service or insurance experience preferred, but not required.