Customer service specialist jobs in North Miami, FL

Job Title: Customer Success Specialist Type: Full Time Client Overview: Our client is a Miami-based startup transforming how people interact with government services. Using advanced AI, they streamline complex processes like passports, visas, and vehicle registration - making them faster, easier, and stress-free. Their vision is to make the customer experience seamless through our marketplace of trusted couriers. As a Customer Success Specialist, you will balance quality service with high-volume output - making 150-200 outbound calls per day. It is crucial keeping the conversations focused, efficient, and results-driven. Success in this role means helping customers complete their applications, preventing cancellations or refunds, and maintaining a positive experience throughout. Most customer interactions are managed by our AI platform, in this role you will join a dedicated on-site team that handles escalations, retention outreach, and follow-up calls requiring a human touch. This is a fast-paced, performance-driven position where communication skill, focus, and consistency directly impact success. Being on time, maintaining impeccable attendance, and taking full responsibility for your performance are essential. Responsibilities Make and manage a high volume of outbound calls (150-200 daily) through our AI platform Guide customers through passport, visa, and registration applications Maintain efficient call pacing - balancing quality, empathy, and productivity Focus on retention and refund prevention, resolving concerns quickly Document outcomes and feedback to improve AI workflows and customer experience Collaborate with teammates and product teams to enhance customer journeys Be punctual, reliable, and accountable every day Qualifications 1+ year in a customer success, sales support, or call center environment Proven ability to manage high call volume with professionalism and consistency Strong verbal communication and persuasive problem-solving skills Experience with CRM or AI-driven tools (training provided) Excellent time management - able to stay productive and keep calls concise Dependable, punctual, and responsible with a strong work ethic Positive, team-oriented attitude with a competitive edge Bachelor's degree preferred but not required Must be legally authorized to work in the U.S. (background check required) Compensation & Benefits 💰 $50,000/year 🚗 Parking pass provided 🍳 Complimentary breakfast and snacks 🩺 Aetna Health, Vision, Dental, and Life Insurance 🏖️ 10 PTO days per year + most federal holidays off 📈 Growth opportunities within a high-performing startup Why Join Our Client? You will be part of a team where speed, accountability, and service quality go hand in hand. You will help customers complete essential government services while contributing to a fast-scaling company that blends AI efficiency with human empathy.

Bilingual Customer Service Representative $20-21 Hourly Based On Experience Looking to HIRE RIGHT AWAY!! Shifts: Monday-Friday: 9am-6pm Saturday: 11am-6pm Must Haves: Self-sufficient - Will be opening and closing by themselves Basic computer skills to enter shipping/tracking information Customer Service experience Organized, reliable, & meet deadlines Strong written and verbal communication skills Ability to lift packages of 30-50lbs when needed Bilingual in English and Spanish Day to Day: This is a huge opportunity to get your foot in the door with a large fortune 500 company. The associate will have the potential opportunity to eventually grow with the operations, finance, or marketing divisions of the company if desired. The Associate will be opening and closing the store each day. They will be helping take packages from customers and ensure the packages are logged correctly to end up in the right location. They will be servicing anywhere from 1-2 clients per hour and helping to create new shipment logs/labels. They will be able to reach out to other team members for any questions that need to be escalate

Verifi Concrete is a leading provider of cutting-edge digital solutions for the concrete industry, revolutionizing how concrete is monitored, managed, and optimized. Our technology enables real-time tracking of concrete properties, enhancing quality control, efficiency, and sustainability across construction projects. With a strong focus on innovation, automation, and data-driven insights, Verifi Concrete empowers clients to reduce material waste, improve operational performance, and drive cost efficiencies. As we continue our global expansion, we are looking for dynamic professionals to join our team and contribute to transforming the future of concrete & construction technology. Candidate must be located in the Southern FL area with a preference of bilingual (English / Spanish) Business Management: Providing solutions for their businesses that are in line with value derived from Joint Business Plans with customer . Monitoring competitor activity and ensuring appropriate action is taken. Building long-term relationships with customers ensuring that value needs are fulfilled, helping provide process', structure and value support Networking through active participation in industry association events and committee assignments Working directly with Field Service Managers and Field Service Technicians to bring value to customer Commercial & Excellence in Execution: Actively works with other departments including Sales, Field Service, command center and R&D to ensure customer service needs are met. Identifies bottlenecks in service and works within the company to resolve issues Works with Customer Success Manager to create process' and plans to promote value, derived from Joint Business plans with Client Engagement Managers Coordinates initiatives with team members in Client Engagement and Customer Success Manager Leads the development and implementation of the account plans and value actions. The assigned Account(s) initiatives and success will be the responsibility of the Customer Success Representative Leveraging local relationships to generate leads in current markets up to the Client Engagement Manager and Business Development. Is this job for you ? Education Required High School Diploma or Equivalent Preferred Bachelor's Degree - Engineering or Business Work Experience Required Microsoft Excel/Outlook Bilingual - English / Spanish Preferred Business knowledge - Business, sales experience 5+ years of product engineering experience with electro-mechanical system, preferably in the industrial sector 3+ years Ready mix or equal experience Tableau/Power BI Licenses and Certifications Osha 10 - Preferred

Licensed Insurance CSR/Agent (Homeowners-Focused) Full-Time | In-Office | Cooper City, Broward County, FL Do you love helping people, staying organized, and making insurance feel human? We're looking for a friendly, licensed pro to join our in-office crew and take amazing care of our clients-mostly personal lines, especially homeowners. If you're more service than sales and like a little office fun with your files, let's talk. What You'll Tackle: - Fix policy hiccups, answer client questions, and work those remarkets like a champ - Client emails and phone calls - Be part of a team that actually enjoys showing up What You Bring: - Active 2-20, 20-44, or 4-40 ready to upgrade within a few months - 1+ year of insurance service - You're detailed, dependable, and drama-free What You'll Get: - $27/hour starting pay (negotiable) - Monthly retention bonuses for great client service - Additional in-office bonus for licensed full-time staff - $110/week for health + $10/week cell phone reimbursement - $10/week toward AFLAC of your choice - 401(k) available - 11 paid holidays, growing PTO, and actual lunch breaks - Weekly office snacks, lunches & bingo with cash prizes - Occasional work-from-home flexibility (like when life happens) Ready to join a team that gets stuff done, treats people right, and laughs along the way? Send your resume to ************************, or text ************. Let's make insurance more awesome together!

BMI Companies, part of BMI Financial Group, Inc has nearly five decades of experience providing insurance and solutions for families worldwide. Specializing in high-quality Life Insurance, Health Insurance with global coverage, and Travel Assistance Plans, BMI is committed to innovating insurance products for the international community. About the Role: The PHS Customer Service Representative will be responsible for providing high-quality service and support to our life insurance policyholders. He/she will be handling inquiries, processing policy change service requests, resolving issues, and delivering accurate information efficiently and professionally. The PHS Customer Service Representative must be able to work in a high performance, customer-focused team environment, helping to maintain a positive customer experience while ensuring compliance with company standards and regulatory requirements. This is a 100% IN- OFFICE opportunity - Applying candidates MUST live in Miami, FL and be fluent in Spanish and English. Responsibilities: Respond to incoming emails, calls, and inquiries from policyholders, agents, and other stakeholders. Provide clear and accurate information regarding life plans, including billing, coverage details, and policy changes. Process policy service requests such as beneficiary updates, payment method changes, address changes, policy assignments, in-force illustrations, benefit payments, and other policy changes. Document all customer interactions and actions taken in the customer relationship management (CRM) system Assist with outbound calls or follow-ups as required. Provide limited customer service support to company local office affiliates. Assist with special projects as assigned. Contribute to team goals for service, accuracy, and customer satisfaction. Qualifications: Bilingual- Excellent written and verbal communication in Spanish and English a must. Associate or Bachelor's Business Degree Preferred Experience in customer service (minimum two years) preferably in the insurance or financial services sector. Previous customer service experience with LATAM customers a PLUS Knowledge of life insurance products and terminology. Customer focused mindset with empathy and patience. Ability to multi-task and manage time effectively. Attention to detail and high level of accuracy in data entry and documentation. Familiarity with CRM systems and Microsoft Office software Committed team player who actively supports colleagues and contributes to team goals.

The Senior Customer Service Representative supports the daily operations of the agency by providing advanced customer service, policy support, and account management. This role acts as a primary point of contact for clients, resolves complex inquiries, assists with policy changes, and ensures exceptional service delivery while maintaining compliance with state and carrier requirements. Client Service & Support Serve as the main contact for policyholders, delivering high-quality service via phone, email, and in-person interactions. Handle complex customer inquiries related to coverage, billing, claims, renewals, and endorsements. Assist clients with policy changes, cancellations, reinstatements, and general account updates. Review client accounts to ensure accuracy and identify gaps in coverage or service needs. Policy Administration Process endorsements, certificates of insurance, evidence of insurance, bind requests, and other policy documentation. Support new business and renewal processes by gathering required information and preparing applications. Verify policy accuracy, rating information, and carrier guidelines prior to final processing. Coordinate with insurance carriers on underwriting requirements, coverage questions, and policy adjustments. Claims Support Guide clients through the claims filing process and provide follow-up as needed. Act as a liaison between carriers, adjusters, and policyholders to ensure timely updates. Team & Operational Support Provide guidance and support to junior CSRs and team members. Assist in workflow improvement, procedure updates, and best-practice implementation. Maintain compliance with all state regulations, company policies, and carrier requirements. Customer Experience & Retention Build strong client relationships through responsive service and proactive communication. Identify opportunities for cross-selling or up-selling appropriate P&C products (within 4-40 license permissions). Support retention efforts by reviewing renewal options and assisting in remarketing when needed. Required Qualifications Valid Florida 4-40 Customer Representative License. 3-5+ years of customer service or account management experience in a Property & Casualty insurance environment. Strong knowledge of personal lines and/or commercial lines insurance products, coverage forms, and terminology. Proficiency with insurance management systems (e.g., Applied Epic, AMS360, QQ, Hawksoft) preferred. Excellent communication, problem-solving, and organizational skills. Ability to work independently, prioritize tasks, and manage high-volume workloads.

ABOUT THE ROLE The Client Services Specialist will support a top-producing four-person leasing team in Miami, led by the Vice Chairman and Co-Head of Florida for the Miami Office. This person will play a central role in keeping the team organized and efficient, helping manage projects, client deliverables, and daily operations. The ideal candidate is a fast learner who thrives in a busy environment, takes initiative, and helps the team stay on track across all active assignments. KEY RESPONSIBILITIES Marketing Coordination Lead all aspects of the team's marketing efforts, from concept through execution, for property campaigns, client presentations, and new business pursuits. Lead Social Media Management efforts such as LinkedIn a plus Develop, proof, and produce marketing materials including proposals, pitch decks, offering memorandums, and brochures that align with Savills' brand standards. Use Salesforce, LinkedIn, CoStar, and Exact Target to support prospecting, marketing outreach, and engagement tracking. Coordinate photography, floor plans, and other creative assets with vendors and internal teams. Maintain and organize the team's contact database while improving marketing processes for better efficiency and results. Financial Support Handle billing, invoicing, and expense reports for the team. Update and maintain stacking plans and other financial tracking tools in Excel. Administrative Support Greet and assist guests; answer and route incoming calls. Manage incoming and outgoing mail and packages. Keep Salesforce and other CRM databases accurate and up to date. Schedule meetings, conference calls, and team activities. Set up conference rooms and prepare materials for client meetings. Client Interface Help prepare materials and presentations for client meetings. Participate in client pitches as needed. Coordinate communication and logistics between the team and clients. Process Management Work closely with the team to manage all active projects and client assignments from start to finish. Keep track of deliverables, deadlines, and follow-ups to ensure nothing falls through the cracks. Anticipate next steps and help keep the team organized and accountable. Serve as the central point of coordination for ongoing projects and team priorities. Partner with other Client Services Specialists and Operations staff on office-wide initiatives. Qualifications Bachelor's degree preferred (Business, Marketing, Communications, Real Estate, Finance, or related field). Professional, proactive, and able to work both independently and as part of a team. Minimum of 3+ years of experience in marketing, administration, or commercial real estate preferred. Engagement and interaction with support of upper management is important. Strong skills in Microsoft Office (Namely: Excel, PowerPoint, Word) and Salesforce. Familiarity with Adobe InDesign, CRM, and email marketing tools such as SalesForce a plus. Excellent written and verbal communication skills. Strong organizational skills, attention to detail, and the ability to handle multiple priorities. WHY JOIN US? Join one of Miami's most established office leasing teams at Savills. This position offers exposure to all sides of the business-marketing, financial analysis, and client strategy-and is a great opportunity for someone looking to build a long-term career in commercial real estate. Savills values a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status, or any other protected characteristic. Savills participates in the E-Verify program.

The Account Service Representative is responsible for delivering exceptional service to brokers, agencies, and employer groups. This role supports the full lifecycle of group accounts-renewals, enrollments, changes, claims support, quoting follow-ups, and carrier communication. The ASR works closely with the sales and operations team to ensure accuracy, timeliness, and high customer satisfaction What you'll be doing: Broker & Agency Support: Serve as the primary point of contact for agencies regarding group insurance questions, documentation, renewals, and service needs. Assist brokers with quoting requests, benefit summaries, enrollment materials, and onboarding documentation. Provide clear guidance on medical, dental, vision, GAP, and ancillary benefits. Group Account Management: Support new group onboarding, including application review, census validation, and carrier submissions. Assist with open enrollment meetings, renewal reviews, and plan comparison tools. Maintain accurate group records, policy details, and service notes. Track renewals, missing documents, billing issues, and enrollment updates. Carrier & Vendor Coordination: Communicate with carriers regarding applications, eligibility, billing discrepancies, and service issues. Facilitate resolution of escalated member and employer concerns. Ensure compliance with carrier guidelines and timelines. Administrative & Operational Tasks: Prepare service emails, renewal notices, spreadsheets, and standardized documents for agencies and employers. Maintain CRM activity logs, follow-up tasks, and documentation. Assist the Group Sales Director in tracking KPI metrics and service SLAs Requirements: Must know all carriers. Traditional group insurance Must have knowledge of working with a census Customer service experience 215 License required Reliable transportation Qualifications: Salesforce knowledge helpful Ichra knowledge helpful Business development experience 5-10 years of experience in health insurance, group benefits, or employee benefits administration (preferred). Knowledge of medical, dental, vision, GAP, and ancillary products. Strong communication skills-professional, clear, and customer focused. Ability to manage multiple priorities with attention to detail and deadlines. Proficient in Microsoft Office (Excel, Word, PowerPoint); CRM experience is a plus. Bilingual (English/Spanish) Salary range: $55-$75k + Commission Schedule: 9-5 with occasional weekend events. Hybrid/remote possible after 90 days. January start date

We are seeking a Customer Service Representative will be fully on-site at our Deerfield Beach, FL Corporate Headquarters. Responsible for the timely and accurate processing of customer orders and for providing effective verbal and written communications with internal and external customers to support product selection, demand, and order fulfillment activities. Position reports to the National Customer Service Manager and provides very close liaison with the following departments: Sales, R&D, Production/Shipping & Receiving, Transportation, and Purchasing What You Get To Do: Enter and manage customer orders, sample requests, demo requests, credit, and debit memos in AS-400. Act as the first point of contact for our customers and sales staff, including but not limited to: basic troubleshooting response and follow-up, providing technical data sheets/documentation, etc. Provide the input and assistance required to accurately and timely process, update the Customer Claims Tracker and Claims/RMA forms as needed, investigate, and resolve customer satisfaction issues. Provides support for avoiding and eliminating aging and aged Finished Goods Inventory. Assure that all internal/external inquiries are directed to the appropriate personnel for timely action. This includes inquiries from customers, sales representatives, management, etc. Manage customer accounts professionally and efficiently. Promote a proactive approach with customers to help reduce inventory levels, accounts receivable, and customer complaints. Partner with the National Customer Service Manager to continuously improve the effectiveness of the Customer Service Department. Promote the quality system through adhering to the elements of and being familiar with the philosophy, quality statement, quality manual, and procedures. Manage sales solicitation of customer base, including existing accounts, dormant accounts, and potential new customers. Determine customer satisfaction through the observation of daily communication and customer claims. Supply quotes to Field Sales and to our customer base upon request. Performs other duties as required What You Bring To The Team: High School Diploma or GED required. Proficiency with Microsoft Office 365 Suite, including Outlook, Word, Excel, PowerPoint, and Teams. Minimum of two years of industry experience or any equivalent combination of related training and experience. Minimum of two (2) years' experience as a Customer Service Representative. AS-400 or other CRM enterprise-wide system experience strongly preferred. Bachelor's degree from a four-year college or university or the equivalent preferred. Inside sales experience preferred Take a look at why so many of our team members continue their careers with Mapei-Polyglass! Life at Polyglass

Be the Difference in Patient Care! As a Patient Care Specialist, you'll play a vital role in ensuring patients receive the medical equipment they need with precision and compassion. You'll handle everything from verifying patient and order details to confirming coverage and authorizations, all while navigating our electronic system.

Salary Range\: $20.00 to $33.05 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window\: https\://******************* Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? This is a critical frontline role in our contact center, answering calls from our premium card members in a high-volume environment. We pride ourselves on delivering a flawless service, as well as creating unique and exclusive experiences for our Platinum Card Members. Our Premium Cruise and Custom Vacation Consultants use their passion for travel to surpass Card Member expectations by designing unforgettable trips and memories for our Platinum Card Members. They are brand ambassadors who take pride in their ability to deliver personalized vacation using our best-in-class service, exclusive programs and premium benefits - inspiring long-term relationships and loyalty along the way. If you have the desire to create extraordinary vacations for our valued Card Members, you are exactly who we are looking for. Delight Card Members with the unforgettable and unexpected. As an American Express Premium Cruise and Custom Vacation Consultant, you never know what your day is going to entail. It could be a cruise, custom vacation, honeymoon, or a reunion to name a few. Here's just some of what you will be doing each day: Deliver world-class customer service in an in-bound, high-volume travel call servicing environment Using your exceptional consulting skills & industry knowledge to design unique travel & lifestyle experiences by expertly booking cruises, custom vacations, hotels, flights, and transportation arrangements anywhere in the world Providing reassurance and creating rapport by listening to needs from the initial inquiry to the welcome home greeting A flair for building long-lasting relationships through exceptional listening and communication Networking with our destination and supplier partners which will enable you to provide extraordinary, perfectly implemented, experiences Communicate new and existing product offerings and value propositions relevant to the Card Member Always put the Card Member's experience at the forefront of everything you do, reinforcing the Membership First ™ approach and earning their dedication Minimum Qualifications: Minimum of 1 year of Cruise, Custom Vacations or Agency experience is required Proficient understanding of world geography and emerging travel destinations Resilience and composure to remain positive under pressure and in changing circumstances Strong time management and multi-tasking skills Positive attitude and outlook, demonstrated through desire to learn, willingness to ‘have-a-go' and optimistic teammate Natural communicator with the ability to demonstrate listening skills and able to adapt conversation to suit the situation Technically able and used to using computer applications and personal devices, can navigate PC and basic MS Office easily Ability to thrive in a results-driven environment, with a healthy desire to meet and exceed goals Flexibility to work shifts, including evenings and weekends Hours of Operation (7 days/week): Monday-Sunday; 8\:00am-11\:00pm ET

Job Description Under the direction of the Human Resources Manager, the Team Member Relations Specialist provides expert consultation and professional advice to members of management, assistance to hourly Team Members and is involved in a variety of positive Team Member initiatives. Responsibilities • Maintain a working knowledge of industry best practices and be knowledgeable of changing laws pertaining to Human Resources. • Communicates daily and weekly terminations with appropriate departments and processes in the HRIS system. • Responsible for managing the Team Member Relations inbox for the department. • Conducts Team Member related Tier 1 investigations, especially highly sensitive issues that require confidentiality. • Provides direction, coaching and advisement to Team Members in interpreting and communicating company policies, procedures, and practices as they relate to resolving issues. • Assists in the coordination of Culture Club events and Team Member assistance programs. • Utilize the leave administration platform, UNUM, for tracking and reporting Team Member requests and determinations. • Administer the Exit Interview process, analyze data and generate reports to operators. • Participate on corporate and business task teams as dictated by departmental needs • Maintain a high level of confidentiality. • Champion, within the organization, a commitment to honesty, integrity, and responsible corporate behavior. • Responsible for managing the recognition programs. • Assist Team Member Relations Manager's in various tasks and projects. • Other assignments as directed. Qualifications • Minimum two (2) years of Team Member Relations experience. • Bachelors/associate's degree in HR or related discipline preferred. • Experience in casino and/or hotel environment preferred. ADDITIONAL REQUIREMENTS: • Demonstrate ability to communicate effectively and build strong interpersonal relationships; must be outgoing and approachable. • Proven problem-solving skills with the ability to think creatively and adapt to unique situations - recognizing that no two challenges are exactly alike. • Demonstrated experience in Team Member Relations, including handling employee concerns, conflict resolution, and navigating sensitive workplace issues with professionalism and discretion. • Solid understanding of ADA (American with Disabilities Act) and FMLA (Family and Medical Leave Act) regulations, with practical experience applying these laws in workplace scenarios. • Results-oriented with a commitment to delivering high-quality work in a fast-paced, high-pressure environment that may be demanding for some. • Strong organizational skills with the ability to prioritize tasks and manage multiple assignments under tight deadlines. • Proficiency in Microsoft Office Suite, particularly Outlook, Word, and Excel.#indeed HRI#zipcorporate#LI-DA

Job DescriptionROLE DESCRIPTION: State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a Customer Retention/Billing Specialist - State Farm Agent Team Member. Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team. RESPONSIBILITIES: Greet clients, answer phone calls, respond to emails, and handle client inquiries. Manage schedules, book appointments, and maintain office supplies. Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed. Enter client information into the agency management system and update records as necessary. Handle billing inquiries, process payments, follow up on overdue accounts. Act as a liaison between clients and agents, ensuring clear and effective communication. Assist in organizing marketing events, preparing promotional materials, and managing social media accounts. Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters. BENEFITS: Monthly Bonuses based on performance Opportunity for advancement Paid time off Health Insurance Retirement Plan Training & development QUALIFICATIONS: Must be able to obtain FL 4-40 Customer Representative License Knowledge of Citizens and EasyLink a must. Previous insurance experience preferred (State Farm) Previous administrative or customer service experience, preferably in an insurance or financial services setting. Proficiency in Microsoft Office Suite and familiarity with agency management software. Excellent verbal and written communication skills. Strong organizational skills with the ability to multitask and prioritize tasks effectively. Friendly and professional demeanor with a strong focus on customer satisfaction. High level of accuracy in data entry and document preparation. Ability to work independently, handle client issues, and find effective resolutions. If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.

Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we've built a boutique firm that combines world-class financial expertise with a deeply personal touch. We don't just advise - we educate, empower, and guide families toward financial confidence. Every conversation, every meeting, and every event reflects our core values of trust, integrity, and impact. If you're seeking a role where you can truly impact people's lives, Guerra Wealth Advisors is where you need to be. Role: The Client Success Specialist at Guerra Wealth Advisors plays a vital role in strengthening relationships with our clients and prospects. This isn't a call center role - it's a relationship-driven position focused on building trust, gathering meaningful feedback, and generating referrals that help more families secure their financial future. You'll serve as a friendly, professional connection point between our clients and our advisory team - collecting testimonials, reviews, and referrals while ensuring each client interaction reflects the Guerra standard of excellence. Through in-person meetings, phone conversations, and event engagement, you'll help our firm continue to grow through the power of authentic relationships. If you have experience in the financial industry, particularly in retirement planning or investments, and you're looking for a unique opportunity to combine your client service skills with meaningful impact, this may be the perfect fit for you. Responsibilities: Build relationships with prospects and clients through professional, genuine communication. Conduct client experience surveys and quality assurance follow-ups. Collect testimonials, feedback, and reviews that showcase the Guerra client experience. Handle incoming client service calls with warmth, empathy, and efficiency. Proactively identify and pursue referral opportunities from satisfied clients. Coordinate and follow up on each referral to ensure timely outreach and engagement. Support marketing and educational events through pre-qualification calls and attendance. Represent Guerra Wealth Advisors at client events with professionalism and enthusiasm. Maintain accurate and detailed notes in the CRM system. Update client and prospect records, run reports, and support data tracking initiatives. Assist with marketing event preparation and prospect communication via phone, text, and email. Participate in ongoing education and industry training to enhance your knowledge and contribution. Perform other duties as needed to support the firm's client engagement strategy. Requirements: 1+ years of experience in a client-facing role. Experience in lead generation or referral-based roles (preferred). Financial industry or retirement investment experience (preferred). Excellent interpersonal skills with a natural ability to establish rapport and trust. Strong phone presence and confident communication style. Bilingual in English and Spanish (verbal and written) strongly preferred. Tech-savvy with the ability to quickly learn new systems and software. Positive attitude, team-player mindset, and a passion for personal growth. Self-motivated, organized, and driven to exceed expectations. What We Are Expecting: Authentic, lasting relationships that strengthen client trust and satisfaction. A consistent flow of client testimonials, reviews, and referrals. Organized CRM documentation and data accuracy. Visible contribution to firm growth through enhanced client engagement and referral activity. Strong collaboration with advisory, marketing, and leadership teams. Schedule: Full-time, Hybrid role based in Miami, FL (combination of remote and in-office work). Standard weekday schedule, with occasional evening events as assigned. Compensation: $45,000-$65,000 Annually (Base Salary + Commissions + Performance Bonuses) Includes uncapped commission and incentive opportunities based on engagement and referral success. Benefits: Base salary plus uncapped commission and performance bonuses Referral and business development bonuses 401(k) with company match Health/Dental/Vision Plans offered 20+ combined PTO days (vacation, sick, floating holidays, birthday PTO) Sponsored industry training and conference attendance Access to personal financial planning services Bonus compensation for certifications and licenses (Guerra Growth Lab) Career advancement within a growing, established firm Culture of continuous learning and professional growth Guerra Core Values These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values - they'll live them daily. Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft. Your Words Matter: Speak with clarity and intent. Every word builds trust - or breaks it. All for One, One for All: We win together. No egos, no silos - just teamwork and shared accountability. Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done. Do the Right Thing: Integrity first, always. Choose what's right over what's easy - even when no one's watching. If you're ready to bring your financial expertise and relationship skills to a firm where experience truly matters, this is your opportunity to make a meaningful impact - for your clients, your career, and your future. Apply today and help us continue redefining client success at Guerra Wealth Advisors.

The Client Specialist III position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc.). Duties and responsibilities include: * Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts; * Assist Relationship Managers and Portfolio Officers in conducting the customer "onboarding" efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank's treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary; * Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc.; * Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents; * Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing FedEx mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow; * Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality; * Monitor and manage overdrafts and past-due reports, which may include calling the customers; * Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable; * Prepare minimum balance covenant certificates; * Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues; * Organize detailed Organization Chart either provided or prepared along with preparing Adverse Media and Lexis Nexis; * Review post-closing loan documentation collection and verification to maintain adequate quality controls; * Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued. Minimum Education and/or Certifications Requirements: Bachelor's Degree required or pursuing a Bachelor's degree Formal credit training is a plus Minimum Work Experience Requirements: 3+ years of experience as a Lending Administrative Assistant Technical and/or Other Essential Knowledge: Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint

The Client Specialist III position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc.). Duties and responsibilities include: Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts; Assist Relationship Managers and Portfolio Officers in conducting the customer “onboarding” efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank's treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary; Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc.; Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents; Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing FedEx mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow; Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality; Monitor and manage overdrafts and past-due reports, which may include calling the customers; Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable; Prepare minimum balance covenant certificates; Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues; Organize detailed Organization Chart either provided or prepared along with preparing Adverse Media and Lexis Nexis; Review post-closing loan documentation collection and verification to maintain adequate quality controls; Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued. Minimum Education and/or Certifications Requirements: Bachelor's Degree required or pursuing a Bachelor's degree Formal credit training is a plus Minimum Work Experience Requirements: 3+ years of experience as a Lending Administrative Assistant Technical and/or Other Essential Knowledge: Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint

Job Description Invoice Submission & Dispute Specialist Summary: Join a prestigious, fast-paced creditor rights firm renowned for its excellence and growth. We are seeking driven and ambitious individuals to fill the Invoice Submission & Dispute Specialist role. This position entails submitting meticulously prepared invoices to our esteemed clients and expertly resolving any disputes to ensure prompt payment. Our firm offers an environment that emphasizes support, continuous training, and unparalleled opportunities for advancement, fostering a culture where exceptional performance is recognized and rewarded. Essential Duties/Responsibilities: Ensure the accurate submission of meticulously prepared invoices to esteemed clients, preventing financial discrepancies and safeguarding the firm's financial interests. Process and submit all invoices created each day to clients for review and approval within the same day. Assist with the review and resolution of client-disputed invoices to ensure timely payment. Collaborate with billers and the legal department during the invoice remediation process. Engage in billing tasks as required. Audit work performed by billers to ensure accuracy and compliance. Contribute innovative ideas and solutions to special projects assigned by management. Work in a dynamic, fast-paced environment that emphasizes teamwork and excellence. Maintain a high degree of precision and commitment to financial integrity. Qualifications: Required Qualifications: Excellent analytical, deductive reasoning, and decision-making skills Superior time management abilities, multitasking and meeting deadlines effectively Keen attention to detail and commitment to delivering precise, high-quality work Preferred Qualifications: Familiarity with Quality Assurance and/or Quality Control principles Previous background in the Legal field and/or Billing Required Education: -Bachelor's or Associate's Degree strongly preferred (or applicable experience)

Invoice Submission & Dispute Specialist Summary: Join a prestigious, fast-paced creditor rights firm renowned for its excellence and growth. We are seeking driven and ambitious individuals to fill the Invoice Submission & Dispute Specialist role. This position entails submitting meticulously prepared invoices to our esteemed clients and expertly resolving any disputes to ensure prompt payment. Our firm offers an environment that emphasizes support, continuous training, and unparalleled opportunities for advancement, fostering a culture where exceptional performance is recognized and rewarded. Essential Duties/Responsibilities: Ensure the accurate submission of meticulously prepared invoices to esteemed clients, preventing financial discrepancies and safeguarding the firm's financial interests. Process and submit all invoices created each day to clients for review and approval within the same day. Assist with the review and resolution of client-disputed invoices to ensure timely payment. Collaborate with billers and the legal department during the invoice remediation process. Engage in billing tasks as required. Audit work performed by billers to ensure accuracy and compliance. Contribute innovative ideas and solutions to special projects assigned by management. Work in a dynamic, fast-paced environment that emphasizes teamwork and excellence. Maintain a high degree of precision and commitment to financial integrity. Qualifications: Required Qualifications: Excellent analytical, deductive reasoning, and decision-making skills Superior time management abilities, multitasking and meeting deadlines effectively Keen attention to detail and commitment to delivering precise, high-quality work Preferred Qualifications: Familiarity with Quality Assurance and/or Quality Control principles Previous background in the Legal field and/or Billing Required Education: -Bachelor's or Associate's Degree strongly preferred (or applicable experience)

**Schedule:** Monday through Friday, 9:00AM to 5:00PM Provide assistance to Private Banking Relationship Managers. **Key Responsibilities Include** + Provide Lending Support to Private Banking Relationship Managers + Review and Fund Loans + Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues + Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. + Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client's withdrawals on lines of credit + Communicate with clients, attorney's, insurance companies, title companies, and various other professionals + Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC + Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision + Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents + Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision + Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients + Open new accounts and ensure all required documentation is obtained from the client + Process wire requests for clients. + Assist other AAs and other departments with administrative support when needed + Performs all other duties as assigned **Qualifications Include** + High school diploma or GED and 5+ years of experience or equivalent combination of education and experience + Microsoft Office suite **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** 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.