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Customer Service Team Manager
Manager, Salesforce CRM (Operational Lead)
Apryse
Customer service specialist job in Charlotte, NC
The Role:
Apryse is seeking a Manager of Salesforce CRM (Operational Lead) who brings strong, hands-on Salesforce expertise, can oversee day-to-day activity, and has the aptitude to grow into a broader leadership role. This role is ideal for a high-performing senior admin who enjoys solving problems, driving improvements, and supporting a cross-functional team - not someone who needs everything defined or mapped out for them.
You will be the player/coach of the Salesforce Admin function: Executing configuration work, supporting the business, guiding junior admins/contractors, and ensuring our core GTM systems run smoothly. You should thrive in ambiguity, collaborate well with others, and bring a proactive, positive attitude every day.
This is not a "big strategy" role - it's a day-to-day operational leadership role for someone who can think clearly, communicate well, and keep the engine running while also spotting opportunities to improve process, quality, and user experience.
Please note that candidates must be able to work Eastern Standard Time (EST) hours, as the position requires leadership and support across a global team.
Responsibilities:
Team & Workflow Leadership
Serve as the operational lead for the Salesforce Admin team (player/coach model).
Oversee workload management, ticket triage, prioritization, and day-to-day issue resolution.
Provide guidance, feedback, and support for junior admins and contractors.
Help build the team from the ground up - including processes, norms, and expectations.
Hands-On Salesforce Administration
Perform and oversee configuration across Sales Cloud, Service Cloud, and CPQ as needed.
Build and optimize: flows, fields, objects, validation rules, record types, permissions, and layouts.
Maintain org structure, documentation, data hygiene, and change management standards.
Conduct quality checks and ensure changes follow defined deployment processes.
Support Salesforce CPQ in a day-to-day operational capacity (pricing, product rules, approvals, troubleshooting).
Spot opportunities for cleaner configuration, process efficiency, and error reduction.
Collaborate with Sales Ops, Finance, and RevOps to resolve quoting issues quickly.
Systems Oversight & Improvement
Monitor system health, integrations (e.g., Boomi), and automation behavior daily.
Identify patterns, risks, and improvement opportunities across the CRM ecosystem.
Recommend tactical enhancements to reduce friction, improve usability, and increase data reliability.
Work through ambiguity and help shape clearer processes as the environment evolves.
Cross-Functional Collaboration
Partner closely with Sales, CS, Finance, Legal, Marketing Ops, and RevOps on requests and enhancements.
Translate business needs into clear tasks or configuration changes.
Communicate with calm, clarity, and confidence - even when navigating incomplete information.
Requirements:
8+ years of Salesforce admin experience
Solid understanding of CPQ, Sales Cloud, and a strong understanding of the GTM tech ecosystem
Experience guiding or mentoring admins/contractors
Strong communication skills across business and technical audiences
Experience with release management, sandboxes, and deployments
SaaS or high-growth company experience preferred
Hands-on builder who takes pride in accuracy and best practices
Salesforce Certifications: Admin, Advanced Admin, Platform...etc.
Benefits:
Competitive salary commensurate with experience and qualifications.
A comprehensive extended benefits package including health, dental and vision for you and your family, with company paid offerings.
401K savings program with company match.
Generous paid time off (PTO) is offered to support the ability to rest and recharge.
A great team environment and resources, supporting you to do the best work of your life and providing unlimited career growth potential.
Highly autonomous and entrepreneurial environment.
Annual recurring WFH allowance for you to purchase items you need for your home office.
Ongoing support for learning development so you can master your craft.
Work with the hardware you're most comfortable with (Windows or Mac).
Diverse and inclusive workplace where we all learn from each other.
Company Description
As the industry-leading provider of document software development (SDK) technology powering everything from traditional desktop software to innovative web and mobile applications, at Apryse we are committed to delivering cutting-edge technology solutions that empower our clients to achieve their goals. With a broad international portfolio of combined companies, products, and leading technologies, we are actively changing the way the world works with documents to make work better and life simpler.
Customers like IBM, Autodesk, DocuSign, Boeing, Microsoft (and many more!) come to us to realize their web and mobile strategies for document management, editing, and collaboration as the #1-ranked commercial document SDK of choice for companies worldwide. As a result, you can find our document technology in thousands of solutions, including those of household names, used by millions across virtually every industry. Our XODO app alone has 25M unique installs -- and counting -- and the highest ratings among PDF productivity apps on the largest online app marketplaces.
Ready to join our team?
If you are interested in helping Apryse deliver on its commitments and taking your career to the next level, we invite you to apply online now. Additionally, we view the above section as a guide, not a checklist. We welcome diverse and non-traditional backgrounds and encourage you to apply even if you do not have every requirement listed.
The compensation for this position is commensurate upon experience, with a range between $95,000.00-$128,000.00 USD in on target earnings.
We are committed to a work environment that is inclusive to all and free of discrimination. It is our policy to be an equal opportunity employer without regard to race, color, religion, sex, age, national origin, disability, sexual
$95k-128k yearly 2d ago
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Client Specialist
Barry's 3.7
Customer service specialist job in Charlotte, NC
We appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, citizenship or immigration status, or any other legally recognized protected basis under federal, state, or local law. Applicants with disabilities who need assistance with the application process may be entitled to a reasonable accommodation in accordance with applicable law. If you need assistance in completing this application or with the application process because of a disability, please contact the People and Culture Department (*****************).
Barry's is the Best Workout in the WorldTM. Founded in West Hollywood in 1998, it's the original strength and cardio interval fitness experience that provides an immersive, high-intensity, one-hour workout that's as effective as it is fun. Our fitness classes alternate between working out with weights and running on a treadmill. Each day focuses on a different muscle group in order to achieve real results and to prevent injuries. Our program is designed to tone muscle and maximize fat loss, while spiking the metabolism for up to 48 hours following the class.
Please be aware that smoking is prohibited in all indoor areas of Barry's studios and corporate offices.
About the Role
Client Specialists are the first line of contact at all Barry's studios. As such, they are well-versed in all aspects of our business complying with company policies, procedures and directives. Client Specialists are key to developing lasting client relationships through providing superior hospitality and assisting clients with class selections, bookings, and questions; maintaining a clean studio; FuelBar orders; and merchandise purchases. Our Client Specialists are excellent communicators and positive brand ambassadors, helping convey memorable experiences for our clients. Their passion for Barry's is conveyed in every client interaction. We are looking for passionate, hard-working, reliable, team-oriented, and forward-thinking problem-solvers with outgoing interpersonal skills, a love for health, an excitement for our brand, and the desire to be a part of building a stronger Barry's community. This position encompasses the following responsibilities, each of which is carried out in equal measure: Front Desk, Facilities & Fuel Bar.
What You'll Do
Front Desk Responsibilities:
* Client Experience: Understanding of hospitality principles & processes and ability to execute as part of the Barry's Client Experience
*
Support the client experience with hospitality and studio amenities to build personalized experiences with the goal of positively impacting both sales and service
Be an effective brand ambassador, ensuring clients are warmly welcomed, assisted accordingly, and have a memorable experience commensurate with the Barry's brand
Establishing and maintaining Interpersonal Relationships: The candidate must develop constructive and cooperative working relationships with clients/staff, and maintain them over time
Assist clients, building individual connections, and providing direction with any questions or concerns
Communicating with Supervisors, peers: the candidate must provide information to supervisors and co-workers, by telephone, in written form, e-mail, text, or in person in a timely and efficient manner
Deliver first class client experience at all times
Ensure a clean and welcoming atmosphere at all times by assisting in studio cleaning, restocking, and upkeep as needed
Guide clients with regards to the latest studio promotions, membership discounts and/or special events
Maintain product knowledge for all studio retail operations
Participate in all relevant training and development programs and meetings as directed by Operations leaders
* Have flexibility with schedule, having the ability to work weekends, holidays, morning or night shifts and adhere to work schedule, and meeting minimum availability requirements
Fuel Bar Responsibilities:
* Deliver quality protein smoothies and customerservice in the Fuel Bar
*
Handle pre-orders and orders on the spot, custom to each client's needs
Assist clients with questions and product selection
Complete client's orders in a timely manner utilizing a POS transaction
Maintain fuel bar department areas clean and sanitized
Follow departmental procedures for safety, proper food handling, and sanitation according to local, state, and federal health code regulations
Properly rotate merchandise in refrigerated coolers and department tables, paying special attention to spoiling goods according to company policy
Prepare various fuel bar goods following company recipes
Facility Maintenance:
Prepare studio spaces before, after, and in-between classes by cleaning exercise equipment, sweeping, mopping and/or vacuuming floors, and wiping mirrors
Support in cleaning and maintaining of locker rooms to brand standard as directed
Regular deep cleaning, organization, and service of common areas, including the lobby space, FuelBar, Red Room/Lift/Ride spaces, retail shelves, locker rooms, hallways, and storage areas
Conduct small studio repairs when appropriate
Laundry services, including collecting, washing, and folding towels
Adhere to daily and weekly cleaning and maintenance checklists
CustomerService:
Ensure all existing and new clients are provided with the highest level of hospitality
Maintain client database and utilize information to increase client contact
Attend social functions within the community to generate new business, invite current and prospective clients to in-studio events, and reach out through curated clienteling tools
Qualifications
Strong hospitality skills and alignment with Barry's Mission, Vision and Values.
Ability to work either a full-time or part-time schedule
Full-time employees: Must be available for a minimum of 30 hours per week with minimal restrictions. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs.
Part-time employees: Must be available for a minimum of 24 hours per week and minimum of 3-4 hours per available shift depending on state regulations. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs.
Friendly, outgoing personality and enjoy social interaction
Exhibits enthusiasm for the studio and for the job
Must be a patient, courteous listener, able to show empathy
Responding to clients request with a can-do attitude
Cooperative manner with a focus on team culture.
Ability to prioritize and work within a fast-paced environment
Exceptional cleaning skills and a clear understanding of what constitutes a sanitary environment
Have an eye for detail and care for the studio's appearance and cleanliness
Work as a cohesive team with all Barry's staff members to ensure efficiency and effectiveness
Maintain a professional appearance and behavior
Demonstrate excellent communication skills
Candidates must be at least 18 years or older to apply
$40k-75k yearly est. 2d ago
Customer Service Assistant
Alphabe Insight Inc.
Customer service specialist job in Charlotte, NC
About Us At Harvest Evo, we are dedicated to delivering excellence through innovation, precision, and genuine partnership. Our mission is to empower businesses with solutions that promote growth, efficiency, and long-term success. As a company built on integrity and collaboration, we take pride in creating a professional environment where every team member is valued and inspired to thrive.
Job Description
We are seeking a CustomerService Assistant to join our dedicated team in Charlotte. This role focuses on supporting customers through clear communication, efficient problem-solving, and a commitment to outstanding service. The ideal candidate will demonstrate professionalism, adaptability, and a customer-oriented mindset.
Responsibilities
Respond to customer inquiries via phone, email, and internal systems with accuracy and courtesy.
Assist in processing orders, tracking shipments, and resolving service-related issues.
Maintain detailed and organized records of client interactions.
Collaborate with internal departments to ensure customer satisfaction and timely resolution of concerns.
Contribute to improving processes and overall service efficiency.
Qualifications
Qualifications
Excellent written and verbal communication skills.
Strong organizational and multitasking abilities.
Detail-oriented and reliable in maintaining confidentiality and accuracy.
Proficiency in basic computer and office software.
Positive attitude and a team-focused mindset.
Additional Information
Benefits
Competitive salary range of $46,000 - $50,000 per year.
Opportunities for professional growth and advancement.
Supportive and inclusive work environment.
Comprehensive training and development programs.
Full-time, on-site position with stable career potential.
$46k-50k yearly 2d ago
Customer Service Consultant
Caliber Collision Repair Services 3.7
Customer service specialist job in Charlotte, NC
Caliber Collision has an immediate job opening for a CustomerService Consultant to perform all-purpose duties, which may include, but not limited to properly greeting customers in person or on the phone, determine their needs, and immediately respon CustomerService, Consultant, Service, Retail, Automotive, Customer
$30k-53k yearly est. 2d ago
Customer Account Specialist
Insight Global
Customer service specialist job in Charlotte, NC
Must Haves:
Associate's degree or equivalent work experience required. Undergraduate degree preferred.
3-5 years of experience in a corporate environment
Excellent telephone skills required in order to deliver the best experience to the customer. Requires a good attitude, attentiveness, timeliness, and personalization of each customer's experience.
Outgoing personality with strong organizational and time management skills.
Resilient, persistent and dedicated sales skills conducted predominantly by phone.
Proficient in Windows Operating Systems.
Plusses:
Experience working in supply chain or logistics
Proven leadership experience
Consistency in past positions
Client facing experience
Experience using SAP
Experience using a video conferencing platform like MS Teams or Ring Central
Day to Day:
Receive and process orders via inbound telephone calls, email, and EDI from B2B customers.
Expedite as required to ensure customer satisfaction. Responsible for confirming order, product availability, delivery status using company guidelines and assigned distribution lanes.
Build effective team unity through collaboration, trust, and accountability as a member of a high-performance work team to deliver profitable results to our customers.
Assure to follow all company policies regarding product information and sales policy portals to ensure all customer transactions are accurate.
Create action plan with external sales team to meet established goals and objectives for volume and market share.
Track customer facing measures to include missed order and shipment reporting.
Research and resolve customer disputed items while working with the customer solution team.
Maximize daily shipments and volume while working with the BMD insides sales team to contribute to company's market share and achieve sales volume targets.
Collaborating with customer solutions team and sales.
Job Description:
A well-known manufacturing client of Insight Global is looking to bring on a Customer Account Specialist in Charlotte, NC. This role is hybrid, with 3 days a week onsite in the office. The main focus is making sure B2B customers get top-notch service-processing orders, handling special requests, building strong relationships, and helping drive company profits. You'll be juggling a high volume of inbound calls from customers, plant contacts, carriers, and field sales. They're looking for someone who's collaborative, a strong team player, thinks analytically, and can make smart decisions independently. If you're highly motivated and thrive in a fast-paced, high-performing team, this could be a great fit.
Compensation:
$20/hour while on contract, upon permanent conversion, salary is $57k.
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
$57k yearly 2d ago
Client Relationship Specialist
Brightway 4.4
Customer service specialist job in Charlotte, NC
About Brightway Established in 2008 Brightway has grown to become one of the largest privately owned propertycasualty insurance distribution companies in the US with more than 350 agencies in 38 states and more than 14 billion in annual premiums Brightway is a purpose and core value driven organization We provide a blueprint for a future proofed life Through our successful model agency owners focus on protecting their clients most important assets through consultation curated choice and confidence While Brightway focuses on our agency owners through back office marketing support and constant learning and development Additionally Brightway builds integrates and launches best in class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success Scope The Engagement Center ensures that Brightway clients receive exceptional service This position provides a broad range of insurance related customerservice and business development support by cultivating maintaining and enhancing an organizations relationships with its clients & Agency Owners This role contributes to Brightways retention and community building efforts with carriers ensuring seamless service delivery This individual will play a pivotal role in ensuring that clients feel valued and understood which is crucial to fostering long term loyalty and satisfaction Job Responsibilities Client Interaction & Support Manage inbound requests via phone email and other communication channels ensuring timely and effective resolutions Provide exceptional service by addressing inquiries processing requests and resolving concerns with professionalism and efficiency Documents interactions accurately in CRM and other systems Sales & Retention Proactively engage and maintain relationships with clients through outbound calls to offer additional products policy reviews and solutions tailored to their needs Implement upsell and cross sell opportunities to drive business growth while ensuring client satisfaction Drive policy renewals and retention efforts by educating clients on coverage options and benefits Process Improvement & Collaboration Leverage emerging technology to streamline workflows improve efficiency and enhance the client experience Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies Collaborate with internal teams and external agents to improve service quality and operational effectiveness Skills Licenses Certifications Must obtain a personal lines insurance license within 60 days of employment Strong customerservice mindset with a passion for delivering exceptional experiences Ability to learn and effectively use Brightway systems CRM tools and insurance platforms High level of accuracy attention to detail and ability to multitask in a fast paced environment Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers Analytical problem solving skills with the ability to assess customer needs and present logical solutions Demonstrated ability to work both independently and as part of a team contributing to shared goals Tech savvy with a willingness to adopt and leverage new tools and processes Education and Experience This position requires a bachelors degree and 2 4 years experience in a customerservice or sales environment Education or experience focused on insurance risk management or entrepreneurship is preferred but not required This position is onsite in Charlotte North Carolina Equal Employment Opportunity Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals We are an equal opportunity employer and do not discriminate based on race color national origin sex age disability religion sexual orientation gender identity or any other characteristic protected by applicable law We believe that a diverse workforce is essential to our success and fosters innovation creativity and collaboration We are dedicated to ensuring that our hiring promotion and training practices reflect this commitment We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve
$36k-58k yearly est. 2d ago
Customer Service Associate
American Signature, Inc. 4.5
Customer service specialist job in Charlotte, NC
At American Signature Inc., we believe everyone has the right to a well-furnished life. Every day, our customers embark upon their personal style journey-an adventure. To that purpose, we are committed to providing our customers with an easy and fun furniture shopping experience. The CustomerService Associate is critical in ensuring we meet that goal. This person serves customers by answering questions, forwarding messages, confirming orders, scheduling deliveries and keeping customers informed of their order status. The CustomerService Associate is responsible for executing all office operations.
Some of the functions the CustomerService Associate will perform:
Embodies our values: Adventure Guides, Serve Others and Own It
Assists in fostering an energetic and positive working environment
Frequently communicates with customers via phone
Partners with all team members to create an easy transaction and great in home delivery service
Develops strong relationships with customers who shop with us in-store and online
Listens to the customers' needs and presents possible options
Requirements
The Ideal Candidate will have, among other skills and abilities:
High school diploma or general education degree (GED); or equivalent combination of education and experience
Ability to read, write and comprehend simple instructions, short correspondence, and memos
Ability to effectively present information in one-on-one and small group situations to customers and team members
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Demonstrated ability to handle customer calls displaying good phone skills
Track record of serving others and putting team goals first
Owners mindset; takes ownership over everything within scope of responsibility
Embody an adventure guide; passion for the business, bringing curiosity and innovation to the job
Proactive approach; identifies and solves problems
Adaptability; flexible to shifting priorities and a changing environment
Desire to continuously improve
If you are selected for an interview, a formal job description is available. Your interviewer can answer any questions you may have about your role in our company.
$20k-26k yearly est. 2d ago
Customer Service Manager - State Farm Agent Team Member
Ashley King-State Farm Agent
Customer service specialist job in Fort Mill, SC
Benefits:
Bonus based on performance
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Requirements
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
People-oriented
Organizational skills
Self-motivated
Dedicated to customerservice
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to effectively relate to a customer
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
If you are motivated to succeed and can see yourself in this role, please complete our application. 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.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customerservice. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Maintain a strong work ethic with a total commitment to success each and every day.
Position Overview
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of CustomerService Manager - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
As an agent team member, you will receive...
Hourly pay plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my agency
$29k-53k yearly est. 2d ago
Client Service Representative
Howden 4.0
Customer service specialist job in Charlotte, NC
Why Join Howden US?
At Howden, we're not just building a business- We're rewriting the rules of what a global insurance broker can be. And now, it's your turn to be part of something extraordinary. From three people and a dog to over 22,000 employees across 56 countries, we've grown into a $4bn revenue powerhouse with bold ambition: to become a $13bn business with 40,000 people by 2030.
We're launching our US retail platform with the same entrepreneurial spirit that's driven our success worldwide- and we're looking for trailblazers to help shape the future.
Why Howden?
You'll Own It
With 6,000 employee shareholders owning 34% of the company, our unique ownership model means you're not just joining a team-you're building a business you truly own.
You'll Be Empowered
We're a destination for talent where people are trusted to look after their clients and grow together. You'll have the freedom to lead, backed by global scale and local expertise.
You'll Be Part of Something Bigger
Our integrated platform spans broking, reinsurance, and MGA capabilities-giving you access to everything you need to deliver for clients and build something remarkable
We have always been employee-owned and driven by entrepreneurial spirit. Right from the beginning, we've focused on employing talented individuals and empowering them to make a real difference to the company, whilst building successful and fulfilling careers at the same time. Simply put, we hire talented specialists and give them what they need to make a difference for clients. Always have, always will.
What is the role?
The Client Service Representative plays a critical role in supporting the end-to-end client lifecycle-from onboarding through renewal and ongoing service. This role partners closely with Account Executives and Account Representatives to ensure timely, accurate, and compliant delivery of client documentation and service requests.
You will serve as the operational backbone of the client team, coordinating with carriers, accounting, and internal service teams to ensure seamless execution and an exceptional client experience. The Client Service Representative combines strong attention to detail with proactive communication and problem-solving skills to maintain client satisfaction and operational excellence.
What will you be doing?
Client Onboarding & Data Management
Collect and organize client data to support onboarding, renewals, and program changes.
Maintain accurate records in internal systems, ensuring data integrity and audit readiness.
Assist in setting up new client accounts, verifying information, and coordinating across teams for a smooth onboarding experience.
Placement & Renewal Support
Prepare renewal materials, marketing submissions, and side-by-side coverage comparisons to support placement activities.
Coordinate with clients and carriers to gather, validate, and reconcile exposure data and program details.
Track key renewal milestones and ensure timely completion of all deliverables.
Proposal & Binding
Develop draft client proposals, including financing options, coverage summaries, and supporting documentation.
Facilitate the binding process by coordinating with carriers and ensuring all program details are accurately captured in systems.
Verify accuracy of binders, endorsements, and policy confirmations before delivery to clients.
Billing & Accounting Coordination
Partner with accounting teams to manage invoices, allocations, and fee agreements.
Ensure compliance with internal controls and regulatory requirements, including surplus lines tax filings.
Investigate and resolve billing discrepancies promptly, maintaining clear communication with clients and internal stakeholders.
Policy Issuance & Documentation
Deliver policies, certificates of insurance (COIs), and Auto ID cards to clients accurately and on time.
Review endorsements, renewals, and policy documents for completeness and accuracy.
Maintain organized documentation in line with audit, compliance, and data standards.
Ongoing Client Service
Support mid-term adjustments and policy changes, ensuring timely confirmation and documentation to clients.
Conduct audit checks and assist with ad hoc client reporting or analysis as requested.
Respond promptly to client inquiries, providing clear, professional, and solution-oriented communication.
Key Skills & Competencies
Client Focus: Committed to delivering timely, accurate, and high-quality service.
Organizational Skills: Able to manage multiple deliverables and priorities with attention to detail.
Communication: Strong written and verbal communication for collaborating across clients, carriers, and internal teams.
Problem-Solving: Skilled at identifying issues and resolving them efficiently and diplomatically.
Technical Proficiency: Comfortable working in insurance management systems (Epic, AMS360, or similar) and Microsoft Office tools.
Team Collaboration: Works effectively as part of a client service team, demonstrating reliability and initiative.
Qualifications
Bachelor's degree in Business, Insurance, or a related field; or equivalent work experience.
2+ years of experience in insurance operations, client servicing, or administrative support preferred.
Familiarity with Certificates of Insurance, policy documentation, and billing procedures a plus.
Strong organizational and communication skills with a client-service orientation.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
Experience with insurance agency management systems (Epic, CSR24, AMS360, or similar) preferred.
What do we offer in return? A career that you define.
Our business succeeds by allowing our people to make a mark in the areas they care about most: personal development, volunteering, and fundraising for charity, or creating new insurance products that address society's greatest challenges. And we know that separate home and work lives don't really exist. If you're happy and healthy at home, you're more likely to be happy and fulfilled at work - and vice versa. That's why we do our best to support our people in every aspect of their lives.
Diversity and Inclusion At Howden we value diversity - there is no one Howden ‘personality type'. Instead, we're looking for individuals who share the same values as us:
Our successes have all come from someone brave enough to try something new
We support each other, in the small everyday moments and the bigger challenges
We are determined to make a positive difference, at work and beyond
We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect - regardless of age, disability, race, religion or belief, gender, sexual orientation, marital status, or family circumstances.
Our sustainability promise
We're on a life-long journey to become an ever-more sustainable group. It's a commitment to taking care of our people and the world we live in, to doing good business, and to making a positive impact wherever we can. Our governance processes, company policies, and review systems are all geared towards our goal of making a positive impact in the world. You can read more about our sustainability work here.
$27k-47k yearly est. 5d ago
B2B Customer Service Representative
LHH 4.3
Customer service specialist job in Matthews, NC
LHH is looking for a detail-oriented and proactive professional for a contract-to-hire B2B CustomerService Representative role in Matthews, NC! The ideal candidate will have a background in manufacturing environments and a strong understanding of global trade operations. This position is fully in office Monday - Friday.
Responsibilities
Serve as the primary point of contact for business clients, distributors, and internal teams regarding order status and logistics.
Accurately enter and validate customer purchase orders in the internal system.
Coordinate with production, sales, and logistics teams to ensure timely fulfillment and delivery.
Manage freight arrangements, including booking carriers, scheduling pickups, and tracking shipments.
Prepare and review shipping documentation such as commercial invoices, customs declarations, and regulatory paperwork.
Troubleshoot and resolve any issues related to shipments, documentation, or customer inquiries.
Maintain compliance with internal procedures, international trade regulations, and customer-specific requirements.
Provide regular updates to the sales team on order and delivery status.
Support general administrative tasks and contribute to continuous process improvements.
Qualifications
2+ years of business to business customerservice experience within a manufacturing or distribution setting.
Familiarity with import/export processes and documentation is preferred
Strong organizational skills and attention to detail.
Excellent communication skills, both written and verbal, with a professional demeanor.
Ability to collaborate across departments including engineering, finance, and production.
Experience with ERP or order management systems.
$29k-35k yearly est. 3d ago
Service Specialist
Bass Pro Shops 4.3
Customer service specialist job in Charlotte, NC
The ServiceSpecialist assists in all aspects of Service Department operations including unit inventory procedures, pre-delivery inspection (PDI) and delivery orientation. Position may also assist customers requiring service or warranty repairs for t Specialist, Service Manager, Operations, Retail, Delivery, Warranty, Management
$28k-33k yearly est. 2d ago
Energy Service Representative
Willdan Group, Inc. 4.4
Customer service specialist job in Charlotte, NC
Energy Service Representative responsibilities include prospecting for qualified small business customers, conducting energy assessments, developing solutions for lighting, refrigeration, HVAC, and water, presenting proposals to customers, and signing up new customers for the electrical utility program design. Willdan encourages candidates who are committed, motivated, and passionate sales representatives to apply.
Essential Duties and Responsibilities
Conduct onsite energy assessments of non-residential buildings, which include but are not limited to identifying existing lighting and refrigeration equipment.
Prospect and develop new business relationships within your territory.
Conduct needs analysis to determine the best energy efficiency products for customers.
Provide information to customers on available utilityincentives and program details.
Prepare and present proposals that recommend energy conservation measures, provide customer costs and incentives, andthensell the value proposition to the customer.
Maintain strong ongoing communications with customers to assure customer satisfaction.
Track pipeline, maintain Outlook calendar with field appointments, and monitor progress towards program goals.
Meet or exceed set proposal and sales objectives.
Responsible for representing the company in a professional manner and abiding by all safety and employee guidelines.
Responsible for maintaining and protecting all company equipment issued.
Job Requirements / Qualifications
Bachelor's degree or equivalent preferred in related field.
2 or more years of outside sales experience.
Self-motivated, accountable, sales-oriented mentality.
Outgoing personality and the ability to interact positively with people and provide excellent customerservice.
Excellent verbal, interpersonal, and written communication skills.
Detail-oriented with the ability to work to schedules and objectives.
Ability to learn and present energy efficiency scopes, including but not limited to lighting, refrigeration, HVAC, and water.
Proven ability to conduct successful cold calls and generate leads.
Local working knowledge of assigned territory preferred.
Sound business ethics, including the protection of proprietary and confidential information.
Ability to prioritize multiple projects and tasks to ensure timely delivery of high-quality deliverables.
Demonstrated ability to collaborate with a wide range of stakeholders while delivering excellent customerservice in a highly dynamic growth environment.
Ability to work effectively in a fast-paced, evolving, entrepreneurial work environment.
Proficiency with technology, including use of iPad and MS Office Applications (Word, PowerPoint, Outlook, Excel, Teams)
Ability to travel within assigned territory up to 90% of the time.
Must possess a valid driver's license.
Experience with energy auditing or commercial lighting is required.
Passing a drug test is required to be hired due to client contract requirements.
EEO Non-Discrimination and ADA Reasonable Accommodation Statement
Willdan is an equal opportunity employer. Applicants are considered for all positions without regard to race, religious creed, color, age marital status, sex, sexual orientation, gender identity, gender expression, citizenship status, national origin, ancestry, religion, military service or veteran status, disability, medical condition, childbirth and related medical conditions, genetic testing, reproductive status or any other classification protected by federal, state or local laws and ordinances. Willdan does not discriminate on the basis of physical or mental disability where the essential functions of the job can be reasonably accommodated. Determinations on requests for reasonable accommodation will be made on a case-by-case basis. If you need reasonable accommodation for any part of the application and hiring process, please notify us.
Willdan Energy Company participates in E-Verify.
$47k-66k yearly est. 5d ago
Call Center Associate
Forrest Solutions 4.2
Customer service specialist job in Cornelius, NC
We are seeking a professional, polished, and customer-focused Switchboard Associate / Call Center Agent to serve as the first point of contact for our organization. This role is ideal for an experienced call center professional who thrives in a fast-paced environment, demonstrates excellent communication skills, and understands the importance of creating a positive first impression for every caller.
Key Responsibilities
Call Handling & Routing
Operate the company switchboard system, managing multiple incoming and outgoing calls with professionalism and courtesy
Accurately route calls to the appropriate departments or individuals using the company directory as needed
Screen and transfer calls with tact, discretion, and confidentiality
CustomerService
Deliver exceptional customerservice to all callers
Address general inquiries and provide information regarding company products, services, or operations
Maintain a calm, professional, and pleasant demeanor at all times
Message & Call Management
Take detailed and accurate messages for unavailable employees
Relay messages promptly via email, text, or designated communication channels
Log call details including caller information, purpose, and duration
Emergency & Administrative Support
Respond calmly and effectively to emergency calls by following established protocols
Notify designated emergency personnel when required
Assist with internal communications, company-wide announcements, and directory updates
Collaborate with the receptionist to ensure seamless coverage during breaks and shift changes
Training & Development
Participate in ongoing training to enhance skills and performance
Qualifications & Experience
High School Diploma or equivalent (required)
Minimum 1 year of call center or switchboard experience (required)
Prior experience in manufacturing, warranty support, or related industries is a plus
Strong proficiency with Microsoft Office applications
Polished, articulate, and well-spoken with excellent verbal and written communication skills
Ability to handle confidential information with discretion
Comfortable working in a fast-paced, high-energy environment with shifting priorities
Competencies & Attributes
Client-first mindset with a focus on delivering added value
Strong attention to detail and accuracy
Effective multitasking and decision-making skills
Ability to meet deadlines and work under pressure
Team-oriented with a positive attitude and strong interpersonal skills
Adaptable, flexible, and comfortable using technology
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Benefits:
The compensation outlined reflects expectations for candidates who fully meet the role's qualifications in terms of education and experience. While the position is open to both internal and external applicants, if a current Forrest Solutions employee is selected and does not meet all criteria, the title, structure, and compensation may be adjusted accordingly based on internal guidelines.
$33k-41k yearly est. 2d ago
Customer Service Lead - Part-Time
Burlington Coat Factory Corporation 4.2
Customer service specialist job in Concord, NC
If you have strong leadership skills, a friendly, outgoing demeanor, an interest in retail, and you thrive in a fast-paced environment, join Our Burlington team as a CustomerService Lead !
As the Part Time CustomerService Lead, under the guidance of the Assistant Store Manager and CustomerService Supervisor, you'll be responsible for leading day-to-day customerservice initiatives, inspiring, motivating, and encouraging associates to provide exceptional, friendly and professional customerservice at all times. You'll lead by example, approaching your work with Our Burlington philosophy and company core values in mind. You'll ensure a customer-first focus is a top priority while friendliness, speed of checkout, and customerservice remain top of mind. You'll interact with customers to create a positive shopping experience, proactively solving problems professionally and efficiently.
Key Responsibilities:
+ Model company core values, Our Burlington philosophy, and appropriate back of house standards and execution strategies for the rest of the receiving team.
+ Drive improvement of friendliness, speed of checkout and customer feedback surveys by maintaining a customer-first focus and delivering a consistently great experience to all our customers with a high level of professionalism.
+ Maintain a neat and orderly front end area, troubleshooting issues with registers and transactions.
+ Coordinate meal and break periods and monitor schedule adherence.
Requirements:
Candidates must be able to work a flexible schedule including early mornings, nights, weekends and holidays as required. Physical requirements include the ability to lift and move boxes weighing 40 lbs. or more, as well as the ability to stand and walk for extended periods of time.
Come join our team. You're going to like it here!
You will enjoy a competitive wage, flexible hours, and an associate discount. Part-time associates, based on hours worked, may be eligible for Burlington's benefits package which includes medical coverage and a 401(k) plan. Part-time associates may also be eligible for up to 4 hours of paid time off annually after one year of service, up to 8 paid holidays, and paid sick time in accordance with applicable law. We are a rapidly growing brand, and provide a variety of training and development opportunities so our associates can grow with us.
Our store teams work hard and have fun together! Burlington associates make a difference in the lives of customers, colleagues, and the communities where we live and work every day. Burlington Stores, Inc. is an equal opportunity employer committed to workplace diversity.
Base Pay: $13.00 per hour - $13.00 per hour
Location 01313 - Concord
Posting Number P1-1076838-4
Address 6390 Bayfield Pkwy
Zip Code 28027
Position Type Regular Part-Time
Career Site Category Store Associate
Position Category Retail Store
Base Pay $13.00 - $13.00 per hour
$13-13 hourly 4d ago
Returns Specialist
Planmeca USA Inc.
Customer service specialist job in Charlotte, NC
Professional Experience: 5 Years Primary Skills: Customerservice, Data entry Requirement Description: You are the ideal candidate who is detailed orientated, customer-focused and has strong computer skills. You will have the ability to multi-task, communicate effectively, both verbally and in writing. You will have the knowledge of providing outstanding customerservice while processing returns.
ESSENTIAL DUTIES:
Manages omni-channel communication (fax, email, voice, chatter) inquiries with dealers, Client Representatives, and consumers about returns. Common inquiries are RMA requests, returns status, and credit status
Processes customer returns and property
Enters data and orders
Executes consignments
Programming and Duplication
Operates electronic boards
EEPROM chips
Micro SD cards
Guided User Interfaces
Receiving and Documentation
Receives shipments from the dock and record RMA/SIT number in CRM system
Inspects and matches contents of the box(es) with submitted paperwork
Reports discrepancies to Returns Team Lead
Completes documentation for all products to be returned to manufacturer or vendor
Handling electrical components, installing, and uninstalling
Meets company standards pertaining to quantity and quality of work performed on an ongoing basis, performing all work-related tasks in a manner that is in compliance with all Company policies and procedures
Adheres to company policies, procedures, and directives regarding standards of workplace behavior in completing job duties and assignments
Performs other duties as assigned
MINIMUM QUALIFICATIONS:
Training and Experience
Experience working in Returns and Consignment preferred
Experience with Salesforce a plus
Proven organizational skills and ability to meet targets, goals, timelines, etc.
Excellent verbal and written communication skills
Proficient in Computers including Microsoft Office
Salary: $21- $23/ hour (Depending on experience level)
$21-23 hourly 4d ago
Branch Customer Service and Sales Representative - Gastonia, NC
The Auto Club Group 4.2
Customer service specialist job in Gastonia, NC
Why Choose a Career with the AAA The Auto Club Group (ACG)
* Established brand that has been around for over 100 years. Our members know and trust us!
* Branch Offices house travel, membership, insurance sales and support employees
* You will be challenged to drive new business with competitive products and help retain The Auto Club Group's 14+ million members.
Excellent Opportunities to Build a Career Path:
The Branch CustomerService Representative can be the start of a long-term career with The Auto Club Group. Your position could lead to a rewarding career and opportunities to grow and pursue other ACG roles such as:
* Other Branch positions - Field Insurance Sales Agent, Travel Agent or
* Other Departments such as:
* Call Centers (ERS, Sales and Service, etc.)
* Automotive Services
* Claims
* Underwriting and more
A DAY IN THE LIFE of a Branch CustomerService Representative
The Auto Club Group is seeking prospective Member Representative I's or Branch CustomerService Representatives who can promote ACG products and services, promote customer satisfaction, and participate in office events to help generate revenue by improving member awareness of products. As the face of our branch, you will greet our customers and provide peace of mind by servicing their needs.
* Provide sales and support services to members including greeting, servicing, and selling membership, travel products (car, hotel, basic tour packages, etc.) and (some) banking products.
* Generate leads, update members on travel and insurance specials, and provide travel information
* Respond to customer inquiries and refer to senior staff or agent when appropriate
* Provide cashiering services to members which includes taking and processing payments for insurance policies (installment, lapse or reinstatement), travel and sale of tickets, and travel money products, processing remittance/depository transfers and balancing cash drawer
* Receive and resolve member/customer complaints and seek assistance from management in complaint resolution when appropriate
* Provide administrative support to the travel and/or insurance sales staff during peak periods
* Conduct outbound promotional calls for insurance and/or travel products
* Other duties as assigned
HOW WE REWARD OUR EMPLOYEES
Our Auto Club Group Branch CustomerService Representatives earn a competitive hourly wage of $19.00 with additional incentives and an annual bonus potential based on performance.
ACG offers excellent and comprehensive benefits packages:
* Medical, dental and vision benefits
* 401k Match
* Paid parental leave and adoption assistance
* Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays
* Paid volunteer day annually
* Tuition assistance program, professional certification reimbursement program and other professional development opportunities
* AAA Membership
* Discounts, perks, and rewards and much more
WE ARE LOOKING FOR CANDIDATES WHO
Required Qualifications:
Education:
* High School Diploma or equivalent
Work Experience:
* Working in a customer focused environment
* Providing customer focused service and timely solutions to problems
* Microsoft Office applications
* Taking personal responsibility in seeking solutions to problems
* Multi-tasking and appropriately prioritizing tasks to ensure meeting office customerservice goals
Successful candidates will possess:
* Passion and enthusiasm for working with people
* Basic mathematical calculations to accurately perform monetary transactions
* Communicate effectively (verbal and written) with others in a work environment
* Work effectively in a team environment
* Exceed member expectations relating to professionalism of demeanor, efficient and effective customerservice (on phone or in person) and maintenance of workstation and office facility
* Work under pressure in a high volume, fast paced customerservice environment
* Work irregular hours including holidays and weekends (may include community events)
Work Environment
This is an in-office position. Employees will service ACG members in-person and are based on site in an ACG branch facility.
Who We Are
Become a part of something bigger.
The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.
By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance.
And when you join our team, one of the first things you'll notice is that same, whole-hearted, enthusiastic advocacy for each other.
We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger.
To learn more about AAA The Auto Club Group visit ***********
Important Note:
ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level.
The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.
The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.
Regular and reliable attendance is essential for the function of this job.
AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This role is accountable for design, analysis, execution and/or ongoing sustainment support for a program initiative within the enterprise strategy and performance goals for one of the Customer Segments (i.e. Retail, Preferred & Small Business). Provides support to senior team leader and partners with product(s) and channel(s) teams to drive execution and integrate delivery to ensure the customer view is at the forefront of decisions in the achievement of goals. Accountable for initiative support, coordination, robust analysis and communications.
This role will reside within the Business Enablement and Intelligence team and will be responsible for supporting the Workplace Benefits data strategy to help drive revenue, optimize expenses, and deliver for our clients. The role will partner directly with stakeholders to develop business requirements, participate in user acceptance testing, and analyze data. Additionally, this individual will be asked to explore leveraging enterprise Business intelligence tools (e.g. MicroStrategy, Tableau, Alteryx etc.) to help deliver streamlined / automated reporting. The candidate will be required to work with peers across Workplace Benefits and across the company in other LOBs (e.g. Technology, CXO, Merrill, Consumer, etc.) to exert influence, integrate, and ultimately deliver mutually beneficial outcomes.
Responsibilities:
Liaison with technology and business partners to develop and design consumable reporting views
Partner with Workplace Benefits Sales, Product, Relationship Management and Participant Experience teams to define data and reporting priorities
Partner with Workplace Benefits Controls and LRC to proactively manage risk associated with access and use of Workplace Benefits data
Proactively identify new reporting tools to streamline processes and provide improved insight to business partners
Proactively develop and deepen trusted relationships with peers across Workplace Benefits and partner LOBs (e.g. Workplace Benefits Technology, Merrill, Private Bank, etc.)
Support the development of data requirements, analysis, and reporting for other ad hoc priorities
Requirements:
Minimum of 5 years of data analysis / data strategy
Demonstrated experience with reporting analytics platforms and tools
Desired:
Hadoop
Alteryx
Tableau
MicroStrategy
Agile
Project Management
Bachelor's Degree or equivalent work experience
Skills:
Attention to Detail
Collaboration
Verbal and Written Communications
Problem Solving
Business Analytics
Continuous Improvement
Critical Thinking
Excellent analytical and organizational skills, with reporting and / or data management experience strongly preferred.
Proficiency in data management - data quality, metadata management and governance
Data analysis experience with strong SQL writing skills
Ability to translate requirements from business leaders to operationalize reporting
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
For internal employees; participation in a work from home posture does not make you ineligible to post
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range$73,200.00 - $116,900.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$73.2k-116.9k yearly Auto-Apply 60d+ ago
Client Performance Specialist - WSOC TV
Cox Media Group 4.7
Customer service specialist job in Charlotte, NC
The Client Performance Specialist focuses on campaign and performance management for our portfolio of digital advertising clients. The Client Performance Specialist works closely with our local market sales teams, specialist teams and our internal operations teams to understand how our advertising campaigns are performing holistically. In terms of campaign management, the individual in this role will be responsible for keeping an overarching view of our advertisers' media plans and goals and ensuring that our local stakeholders and clients are served with the best-in-class customer care. The individual must be able to collect, mine, and interpret campaign data, developing actionable insights in an executive level report that increases ROI for our advertisers.
This individual must maintain comprehensive knowledge of all aspects of digital products including product offerings, protocols, and KPI management. They must have a strategic mindset, being able to review campaigns' performance outcomes and make strategic decisions on what levers need to be pulled to optimize client campaigns. The individual must be a team player, with the ability to collaborate with internal and external stakeholders while analyzing performance and developing strategies. Clear and concise communications will be key for the individual to succeed.
Previous experience in digital campaign analytics and creating client-facing deliverables is critical. The Client Performance Specialist must have in-depth knowledge of digital analytic platforms, being confident in accessing and pulling data in systems such as Google Analytics, Google Ads, Facebook, and more. A basic knowledge of ad tags/trafficking and conversion management (Google Tag Manager) will only help this individual excel in the role. An analytically curious mind is key.
Essential Duties and Responsibilities
* Leverage comprehensive knowledge of all digital ad products and operation processes to effectively monitor and enhance campaigns to achieve advertiser goals and KPIs
* Maintain internal documentation to ensure that campaigns are managed properly, with account details recorded for media plans, optimizations, and other client details
* Offer a holistic campaign perspective, effectively communicating performance to our stakeholders in ongoing reporting recaps
* Follow SLAs determined for campaign launch, revisions, and deliverables working with internal and external stakeholders
* Provide facilitation for continuously improving the quality of service and campaign results for our local markets and clients
* Responsible for order entry, trafficking, monitoring, and reporting on digital owned & operated campaigns
* Quality assurance on work performed by our corporate team
* Leverage storytelling skills to build exceptional customer reports
Minimum Qualifications
* 2-4 years of experience working in a digital advertising operations role, working with sales and marketers
* 2-4 years of experience in campaign and performance management
* Knowledge of digital marketing including SEM, SEO, social, content marketing, programmatic, video, display advertising, and website development
* Knowledge of ad tagging and the CM Trafficking, Reporting, & Attribution platforms and ability to formulate appropriate recommendations to improve client ROI is a plus
* Analytical and possess the ability to evaluate data and interpret results for client-facing deliverables
* Knowledge of attribution and omni-channel efforts is essential, understanding how all marketing channels work together to drive results
* Excel skills needed for interpreting data for insights and superior PPT skills for visualizing the outcomes and opportunities
* Proven skills in digital campaign management including processing, trafficking, and monitoring performance against established expectations
* Excellent written and verbal communication skills are necessary for effectively managing performance
* Problem-solving skills is required, with the ability to proactively identify potential issues, troubleshoot and quickly resolve them
* Demonstrated customerservice skills with ability to build strong working relationships and consistently meet or exceed customer expectations
* Proven ability to manage multiple projects in a fast-paced environment with the ability to learn and apply new concepts and tools quickly
* Detailed knowledge of both internal and outsourced digital platforms, understanding how technology stacks come together to serve our campaigns
Preferred Qualifications
* BA/BS from a 4-year university or equivalent preferred
* Working knowledge in ad platforms and reporting in systems such as: Google Analytics, Google Ads, general Google Marketing Platforms, Facebook, CM360/DV360/SA360, etc. Google Analytics and Google Ads certifications are preferred
About Cox Media Group
CMG Media Corporation (d/b/a Cox Media Group) is an industry-leading media company with unparalleled brands, award-winning content, and exceptional team members. CMG provides valuable local and national journalism and entertainment content to the people and communities it serves. The company's businesses encompass 14 high-quality, market-leading television brands in 9 markets; 45 top-performing radio stations delivering multiple genres of content in 9 markets; and numerous streaming and digital platforms. CMG's TV portfolio includes multiple primary affiliates of ABC, CBS, FOX, NBC, Telemundo and MyNetworkTV, as well as several valuable news and independent stations. For more information about CMG, visit *********************
Req #: 2001 #LI-Onsite
CMG is a special place. Here, we rely on our winning mindset and deep expertise to find creative solutions, think differently, and work together to positively impact the people and communities we serve. It's where we connect and inspire diverse audiences every day and everywhere with our unmatched content, products, services and people.
At CMG, we take pride in our collaborative and open environment, where everyone feels valued, seen and heard. Our shared commitment to living our company's core Values - Teamwork, Diversity, Integrity, Quality and Fiscal Responsibility - propels us every day, in everything we do. We encourage you to explore #LifeAtCMG, where you can bring your best, authentic self to work, think boldly and make a difference.
If you are currently a CMG employee, please log into THRIVE to access our internal career center.
Nearest Major Market: Charlotte
Apply now
$48k-57k yearly est. 60d+ ago
Client Relationship Specialist
Brightway Insurance 4.4
Customer service specialist job in Charlotte, NC
About Brightway Established in 2008, Brightway has grown to become one of the largest privately-owned property/casualty insurance distribution companies in the U.S. with more than 350 agencies in 38 states and more than $1.4 billion in annual premiums. Brightway is a purpose and core value-driven organization. We provide a blueprint for a future-proofed life. Through our successful model, agency owners focus on protecting their clients' most important assets through consultation, curated choice, and confidence. While Brightway focuses on our agency owners through back office, marketing support, and constant learning and development. Additionally, Brightway builds, integrates, and launches best-in-class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success.
Scope
The Engagement Center ensures that Brightway clients receive exceptional service. This position provides a broad range of insurance-related customerservice and business development support, by cultivating, maintaining, and enhancing an organization's relationships with its clients & Agency Owners. This role contributes to Brightway's retention, and community-building efforts with carriers, ensuring seamless service delivery. This individual will play a pivotal role in ensuring that clients feel valued and understood, which is crucial to fostering long-term loyalty and satisfaction.
Job Responsibilities
Client Interaction & Support:
Manage inbound requests via phone, email, and other communication channels, ensuring timely and effective resolutions.
Provide exceptional service by addressing inquiries, processing requests, and resolving concerns with professionalism and efficiency.
Documents interactions accurately in CRM and other systems.
Sales & Retention:
Proactively engage and maintain relationships with clients through outbound calls to offer additional products, policy reviews, and solutions tailored to their needs.
Implement upsell and cross-sell opportunities to drive business growth while ensuring client satisfaction.
Drive policy renewals and retention efforts by educating clients on coverage options and benefits.
Process Improvement & Collaboration:
Leverage emerging technology to streamline workflows, improve efficiency, and enhance the client experience.
Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies.
Collaborate with internal teams and external agents to improve service quality and operational effectiveness.
Skills, Licenses, Certifications
Must obtain a personal lines insurance license within 60 days of employment
Strong customerservice mindset with a passion for delivering exceptional experiences.
Ability to learn and effectively use Brightway systems, CRM tools, and insurance platforms
High level of accuracy, attention to detail, and ability to multitask in a fast-paced environment.
Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers
Analytical problem-solving skills with the ability to assess customer needs and present logical solutions.
Demonstrated ability to work both independently and as part of a team, contributing to shared goals.
Tech-savvy with a willingness to adopt and leverage new tools and processes.
Education and Experience
This position requires a bachelor's degree and 2-4 years' experience in a customerservice or sales environment. Education or experience focused on insurance, risk management or entrepreneurship is preferred, but not required.
This position is onsite in Charlotte, North Carolina.
Equal Employment Opportunity:
Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law.
We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. We are dedicated to ensuring that our hiring, promotion, and training practices reflect this commitment. We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve.
How much does a customer service specialist earn in Rock Hill, SC?
The average customer service specialist in Rock Hill, SC earns between $21,000 and $35,000 annually. This compares to the national average customer service specialist range of $26,000 to $42,000.
Average customer service specialist salary in Rock Hill, SC
$27,000
What are the biggest employers of Customer Service Specialists in Rock Hill, SC?
The biggest employers of Customer Service Specialists in Rock Hill, SC are: