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Volante Technologies 4.3
Customer support representative job in Miami, FL
About Us :
Volante Technologies is the leading global provider of low-code cloud Payments as a Service solution for financial businesses. We are disruptors and innovators and we are growing fast. For the last three years, we have been the #1 seller of wholesale payment systems worldwide. At Volante, we are all about revolutionizing the world of Payments.
Role Overview
We are looking for an seasoned Customer Success expert to manage our most critical Enterprise clients in the US and LATAM regions.
In this role, you will partner with the Head of Account Management to execute our regional engagement strategy. You are the primary face of the company for your portfolio, working to keep customers happy (Retention) and identifying new problems we can solve for them (Expansion). While this role is strategic, it requires significant mobility, you will be expected to travel frequently to drive business reviews and workshops.
What You Bring
10+ years in Customer Success, Account Management, or Consulting for Enterprise B2B software.
Business-level fluency in Spanish is required. You must be able to present to Executives and conduct business meetings in Spanish.
You understand how to identify a sales opportunity. Familiarity with frameworks like MEDDIC is a strong plus.
Willingness to travel frequently (approx. 25-40%) for client meetings across the Americas.
Professionals based in the South Florida area (Miami/Fort Lauderdale/West Palm Beach) preferred. (Qualified candidates in other locations willing to travel will be considered).
Your Objectives (Shared OKRs)- You will share the following Key Results with the Head of Account Management. We win as a team, and your execution is critical to hitting these regional targets:
Maximize Client Value
Strategic Reviews: Drive the execution of our Americas Team Target of 105 Formal Client Reviews (SBRs) annually. You will own a significant volume of these engagements, requiring frequent onsite presence.
Success Planning: Implement "Joint Success Plans" (JSPs) for top accounts in the region.
Risk Management: Ensure all "Red/Yellow" accounts have a defined "Get-to-Green" plan with clear deliverables.
Maximize Client Opportunity
Pipeline Generation: Contribute to the Americas Team Target in new Expansion/Upsell pipeline. (Note: You source and qualify the lead; Sales closes it. You retain attribution credit).
Net Revenue Retention: Drive regional performance to achieve 115%+ NRR.
Roadmap Alignment: Facilitate roadmap and discovery workshops for Top 15 accounts.
What You'll Do
Strategic Account Management: Manage a portfolio of high-value Enterprise clients. You are their main point of contact and their internal advocate.
High-Touch Engagement (Travel): This role requires a willingness to travel within the US and LATAM to meet stakeholders face-to-face. You will be the primary driver of onsite Strategic Business Reviews.
Opportunity Identification: Proactively look for opportunities to expand our footprint within your accounts to help us hit our shared pipeline goals. When you find an opportunity, you will qualify it (confirm budget and need) and introduce the Sales team.
Bilingual Communication: Navigate complex business discussions with stakeholders in Latin America, understanding both the language and the business culture.
Equal Opportunity Statement
At Volante Technologies, we believe diversity drives innovation and inclusion fuels success. We are committed to creating a performance driven workplace where everyone feels valued, respected, and empowered to bring their authentic self to work. We welcome candidates from all backgrounds and ensure equitable opportunities for growth. All qualified applicants will receive consideration without regard to race, color, religion, age, gender, national origin, disability, sexual orientation, veteran status, or any other factor protected by law. Together as ONE TEAM, we celebrate differences and foster collaboration, creativity, and belonging.
$101k-150k yearly est. 4d ago
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Customer Services Specialist
Savills North America 4.6
Customer support representative job in Miami, FL
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.
$27k-36k yearly est. 2d ago
Account Service Representative -Field Sales
New Health Partners 4.1
Customer support representative job in Doral, FL
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.
March start date
$21k-28k yearly est. 2d ago
WORK-FROM-HOME Customer Product Support - $25-$45 per hour - No Experience
GL1
Customer support representative job in Margate, FL
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.
We guarantee 15-25 hours per week with an hourly pay of between $25 / hr. and $45 / hr., depending on the In-Home Usage Test project.
No experience required.
There is no payment required in order to apply or to work as an In-Home Usage Tester. You don't have to buy products or pay for shipping, everything is paid by our company.
In-Home Usage Testers are considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque.
We are a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally and nationally to provide actual user feedback in real-time to companies and market research firms to evaluate products to ensure proper product certification and greater market access.
It is important to note that during your application process, reputable market research companies will determine your demographics and consumer profile to establish what products would be suitable for you to test.
Market research companies that partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the representative sample needed.
Participation in these product testing and consumer panels is always free, secure and private. In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market.
Main Duties :
Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily Schedule (screenshots, audio recordings, videos, product journal entries, etc.)
Take care of the product being tested and use it responsibly
Read and strictly follow the In-Home Usage Test Daily Schedule provided with each product testing project (may include tasks such as unpacking, reading instructions, journal entries, online or mobile feedback, usage of product for a certain amount of time, writing reviews, taking pictures, etc.)
Some In-Home Usage Tests projects may require participants to use MFour's Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion insights to gain unparalleled depth of responses)
There are times when the product being tested may be discussed in a private chat room that is opened by a market research firm
Write reviews as requested in the In-Home Usage Test Daily Schedule for each project
Requirements :
Ability to follow specific instructions
Excellent attention to detail and curious spirit
Be able to work 15-25 hours per week and commit to a certain routine
Have access to a computer and a reliable internet connection
Have access to a digital camera or cell phone that takes pictures -Be honest and reliable -Good communication skills are an asset -18 years or older
A paid Product Tester position is perfect for those looking for an entry-level opportunity, flexible or seasonal work, temporary work or part-time work.
The hours are completely flexible and no previous experience is necessary.
Benefits :
Very competitive pay rate
Weekly pay
Work around your own schedule
Learn about an exciting industry
Telecommute (you can work from home, work or school)
Most of the time you can keep the product you tested
$18k-34k yearly est. 60d+ ago
Customer Service Representative
Insight Global
Customer support representative job in Pompano Beach, FL
As a Customer Service Representative, you will ensure that we deliver on our promise of outstanding service. You'll work with customers, business partners and drivers to make sure we are meeting our commitments and delighting our customers at every step of the experience
Day-to-Day:
• Assist customers and business partners via telephone and email
• Handle customer complaints in a calm, professional manner
• Diagnose, assess, and resolve problems or issues
• Monitor progress of delivery routes
• Process changes or cancellations to delivery orders
Requirements:
Experience with Microsoft Office programs such as MS Project, Word, Excel and PowerPoint.
Previous customer service experience
Strong communication skills and the ability to satisfactorily resolve issues
Solid ability to multitask with exceptional organizational skills
Ability to thrive under pressure while delivering solutions that exceed customer expectations
Pluses:
Fluency in Spanish
$23k-31k yearly est. 5d ago
Air Resolution Specialist
Norwegian Cruise Line Holdings Ltd. 4.5
Customer support representative job in Miami, FL
BASIC PURPOSE: Responsible for supporting the Revenue Air processes by reviewing and resolving all escalations, service failures, and errors prior to travel. Executing all quality control and service standards to align with the Air promotion Terms and Conditions.
POSITION RESPONSIBILITIES:
Manage Revenue Management Air escalations inbox and maintain a turnaround time of 24-48 business hours.
Each escalation must be reviewed and acted upon, determining the best approach for each individual resolution.
Maintain a tracking system for errors and failures. These should be documented in such a way that they can be tracked and provide insight on the nature of requests/errors.
Maintain a current understanding of other departments operating policies and procedures to make accurate decisions and deliver appropriate problem resolution.
Work with the leadership team and come up with recommendations on ways to reduce errors.
Identify air trends, cost patterns, and key performance metrics to assist with decision making.
Monitor and update the "Travel With" guarantee program to ensure all reservations are within compliance of terms and conditions.
Adjust reservations by waiving penalties, adjusting, and rebooking flight itineraries as needed.
Assist with creating and actioning quality assurance reports.
Assist with air ticketing and re-shopping as needed.
Perform other job-related functions as assigned.
KNOWLEDGE AND EXPERIENCE:
EDUCATION: High school diploma or equivalent required. Associates Degree preferred; or any equivalent combination of relevant education and work experience.
EXPERIENCE:
Minimum 2 years' experience in customer service handling escalations, preferably at a cruise line, travel agency, or airline. GDS system experience required (Amadeus and/or Sabre experience preferred)
KNOWLEDGE & SKILLS:
Working and process knowledge of GDS systems, preferably Amadeus and/or Sabre, and related air ticketing functionality. Familiarity with airline contract terms and conditions. Proficient knowledge in flight patterns, geographical routing, general ticketing standards, major gateways, and hubs. Must possess excellent decision-making skills and be able to interpret quality assurance standards and procedures. Intermediate level knowledge of Microsoft Office Suite. Strong attention to detail in order to identify and correct discrepancies. Strong interpersonal skills to work effectively with team members. Ability to work in a team environment. Strong prioritization skills. Ability to multi-task and work in a fast-paced environment. Must be available to work weekends, holidays, and flexible shifts as needed.
$26k-40k yearly est. 1d ago
Client Services Specialist
Jets.com 4.4
Customer support representative job in Fort Lauderdale, FL
Flight Operations Coordinator
This Role is an In-House Role. The Candidate must be able to travel to our
Fort Lauderdale
Office. We are not considering remote candidates.
Are you ready to embark on a thrilling journey with a company that offers a dynamic, fun, and relaxed work environment? Look no further! At Jets.com, we take pride in delivering top-tier, personalized 24/7 service to our distinguished clientele who demand the best.
We are seeking an experienced and detail-oriented Flight Operations Coordinator to join our team. This role is critical in coordinating and scheduling flights while ensuring seamless operations and an exceptional client experience. Additionally, we are prioritizing candidates with leadership experience, as we see this role evolving into managing a team of coordinators in the future.
Key Responsibilities:
Coordinate and Schedule Flights - Efficiently arrange flight itineraries, considering client preferences and operational requirements.
Ensure Safe Operations - Monitor flight progress, weather conditions, and other factors that impact travel, making real-time adjustments as needed.
Client Communication - Maintain clear and professional communication with clients, providing updates and addressing any travel-related inquiries.
Accurate Documentation - Maintain detailed flight records, manage billing processes, and reconcile accounts.
Customer Service - Handle customer inquiries with professionalism, ensuring issues are resolved efficiently.
Compliance and Safety - Adhere to aviation regulations and company protocols to uphold the highest standards of service and safety.
Ad Hoc Projects - Support the Vice President of Sales on projects aimed at building, optimizing, and innovating the sales department.
Qualifications:
Leadership Experience - Ability to mentor and guide others, with the potential to lead a team of coordinators in the future.
Proficiency in Excel and PowerPoint - Comfortable analyzing data, preparing reports, and presenting insights.
Detail-Oriented and Organized - Ability to multitask and manage multiple flights and clients simultaneously.
Strong Communication Skills - Professional verbal and written communication with both clients and internal teams.
Ability to Work Under Pressure - Remain calm and efficient in a fast-paced, time-sensitive environment.
Aviation Knowledge - Preferred but not required; a willingness to learn is essential.
If you have a passion for aviation, thrive in a dynamic work environment, and are ready to grow into a leadership role while contributing to the evolution of our sales department, we encourage you to apply!
$28k-42k yearly est. 1d ago
TEAM MEMBER RELATIONS SPECIALIST
Seminole Hard Rock Support Services 4.4
Customer support representative job in Fort Lauderdale, FL
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
$29k-40k yearly est. 27d ago
Reservations Agent
Vacatia 3.9
Customer support representative job in Fort Lauderdale, FL
Job Description
Join Vacatia and Deliver Exceptional Experiences for Owners & Guests
Location: Current location: Vacation Village at Weston location at 16461 Racquet Club Road Weston Fl 33326
Location will be moving to come February of 2026: 2626 East Oakland Park Blvd Fort Lauderdale, FL 33306
Vacatia is an innovative hospitality company reinventing the vacation rental and ownership experience across discovery, booking, and stay. We're building the next generation of travel lifestyle products; blending technology, hospitality, and design to create smarter, more connected experiences for guests, owners, and partners.
We're looking for a detail-oriented, service-driven reservations professional who will support owners and guests through accurate, efficient, and high-quality reservation management across multiple systems and channels. If you thrive in fast-paced environments and excel at solving customer needs with warmth and precision, this is your opportunity to support our frontline commitment to excellence.
Why You'll Love Working at Vacatia
Build the Future: Support a modern, tech-enabled reservations operation leveraging Salesforce, Cloudbeds, and integrated booking platforms.
Impact That Matters: Be the first point of contact delivering a seamless, positive experience for owners, guests, and partners.
Innovation at Scale: Work with cross-functional teams and multiple systems to streamline reservations, verifications, rental agreements, and maintenance fee inquiries.
Autonomy and Ownership: Own your queue, manage high-volume communication channels, and make service decisions that directly impact the customer experience.
Culture of Growth: Join a people-first environment that values learning, collaboration, adaptability, and continuous improvement.
Your Impact
Manage reservation workflows by processing new bookings, exchanges, modifications, and cancellations across Salesforce, Cloudbeds, and connected platforms.
Support owners directly by handling maintenance fee inquiries, account questions, rental agreements, and verification processes.
Elevate service delivery by managing high-volume inbound/outbound calls, as well as email and message-based communication channels.
Ensure system accuracy by documenting updates, interactions, and reservation details within Salesforce and booking systems.
Collaborate cross-functionally with Owner Services, resort teams, and third-party partners to resolve issues and secure smooth arrivals.
Adapt quickly during high-demand periods, supporting overflow call volume and shifting priorities with professionalism and poise.
What You Bring
1+ year of experience in reservations, hospitality, customer service, travel, or related fields. Timeshare, hotel, or travel agent experience strongly preferred.
Strong communication, service mindset, and problem-solving abilities.
Ability to manage high call volume while maintaining accuracy and professionalism.
Comfort working in Salesforce, Cloudbeds, or similar reservation/CRM systems (preferred).
Bilingual English/Spanish strongly preferred.
High school diploma preferred.
Ability to multitask, learn quickly, and thrive in a fast-paced, evolving environment.
Join Us
Join us at the start of something big. If you're ready to deliver exceptional owner experiences and be a key part of our high-performing Owner Services team, we'd love to hear from you.
$28k-32k yearly est. 14d ago
Customer Liaison/Appointment Setters
Prosolar Companies
Customer support representative job in Fort Lauderdale, FL
Customer Liaison\/Appointment Setters
We are actively looking to fill an Appointment Setter position with someone who is wanting to master the first part of the sales process, while having opportunities to advance within our company quickly, and in this 2nd fastest growing industry in the United States.
Highly driven individuals who have a constant desire for personal and income growth are incredible fits for this position.
MUST HAVE:
Go\-Getter Mentality
Excellent Attendance
Positive Attitude
Self\-Motivated
Appointment Setter Responsibilities:
Generate leads and schedule appointments for product presentations and pitches.
Arrange and coordinate meetings between prospective clients and sales reps.
Attend sales team meetings and training sessions as directed by management.
Scan the social media platforms for new leads. Facebook, Instagram, Emails
Accurately document all communication in CRM
Follow up with leads converting them to Appointments
Other tasks as assigned
Track and record homeowner information
Incentives
Competitive comp plan including incentives and bonuses.
Professional work environment and positive company culture.
Career growth, leadership, and advancement opportunities.
Free training, extensive support, and mentorship programs.
Pay:
$700.00 \- $1,500.00 per week
Schedule:
Monday to Sunday AM\/PM shifts Available
Job Type: Full\-time
Bilingual Preferred
Requirements
Appointment Setter Requirements:
Experience as an Appointment Setter, Sales Representative, or similar is an advantage.
Superior customer service, management, and multitasking skills.
Computer savvy and capable of learning other computer applications.
Exceptional verbal and written communication skills.
Attention to Detail
Problem Solving Skill Set
Benefits
Benefits:
Dental insurance
Health insurance
Paid time off
Vision insurance
Paid Federal Holidays
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$1.5k weekly 60d+ ago
Customer Retention Specialist - ACA Health Insurance (Licensed)
Better Health Plans
Customer support representative job in Deerfield Beach, FL
Job Title
Customer Retention Specialist - ACA Health Insurance (Licensed)
We are seeking a motivated, licensed Customer Retention Specialist to support and retain our Affordable Care Act (ACA) health insurance book of business. This role focuses on building strong relationships with existing policyholders, proactively addressing their needs, and ensuring they maintain the right coverage year after year.
Join a fun, high-energy working environment!
You must hold an active Health Insurance License to be considered for this position.
Key Responsibilities
Policyholder Retention & Support
Make outbound and receive inbound calls to existing ACA members to review their coverage and encourage policy retention.
Conduct annual and periodic coverage reviews with customers to ensure plans still meet their needs and budget.
Proactively identify customers at risk of cancelling or lapsing and provide solutions to retain their business.
Educate members on plan benefits, networks, and basic ACA concepts (premium tax credits, cost-sharing reductions, etc.) without providing tax or legal advice.
Enrollment & Renewal Assistance
Assist customers with ACA renewals, plan changes, and updates during Open Enrollment and Special Enrollment Periods.
Verify and update customer information to maintain accurate records (income, household size, contact details, etc.).
Help members understand important deadlines and the impact of changes on their coverage and subsidies.
Compliance & Documentation
Follow all CMS, marketplace, and state regulatory guidelines for ACA enrollments and member communications.
Accurately document all customer interactions, retention efforts, and outcomes in the CRM and/or agency management system.
Protect customer privacy and handle all PHI and PII in compliance with HIPAA and company policies.
Collaboration & Performance
Work closely with sales, service, and operations teams to ensure a smooth customer experience.
Meet or exceed retention, call quality, and productivity targets.
Provide feedback and insights on customer trends, common issues, and opportunities for process improvement.
Qualifications
Required
Active Health Insurance Producer License in [State] (or ability to obtain prior to start date).
1-2+ years of experience in customer service, account management, or retention, preferably in health insurance or financial services.
Working knowledge of ACA individual and family plans (on- and off-exchange), or strong willingness to learn quickly.
Strong verbal and written communication skills, with a professional and empathetic phone presence.
Ability to explain complex information in simple, clear language.
Comfortable working with call metrics, KPIs, and performance goals.
Proficiency with basic computer applications and CRM or agency management systems.
Preferred
Prior experience working with ACA enrollments on Healthcare.gov or a state-based marketplace.
Experience in a call center or high-volume customer contact environment.
Bilingual (e.g., English/Spanish) a strong plus.
Core Competencies
Customer Focus: Genuinely cares about helping people maintain appropriate coverage.
Persuasion & Retention Skills: Able to address concerns, handle objections, and present alternatives that keep customers insured.
Detail-Oriented: Accurate with data entry, documentation, and compliance steps.
Problem-Solving: Quickly identifies issues and offers practical solutions.
Resilience: Stays positive and professional when dealing with upset or anxious customers.
Team Player: Collaborates well with colleagues and supports team goals.
Work Environment & Schedule
Monday - Friday 9am - 6pm
Full-time position; extended hours and overtime may be required during peak periods such as Open Enrollment.
Pay
Base of $700 week + commission. $1000+ per week.
$700 weekly Auto-Apply 60d+ ago
Customer Retention/Billing Specialist
Bob Wylin-State Farm Agency
Customer support representative job in Boca Raton, FL
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 CustomerRepresentative 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.
$26k-34k yearly est. 5d ago
Client Success Specialist ($55,000 - $65,000)
Guerra Wealth Advisors
Customer support representative job in Miami, FL
Job DescriptionMeet 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.
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$45k-65k yearly 21d ago
Reservations Agent
The Standard Hotels
Customer support representative job in Miami, FL
The Role The Reservations Agent is the first connection to our guests' stay, the voice on the line and the calm behind the chaos. This role is all about precision, communication, and connection. You'll handle reservations for the hotel and spa via phone, email, and online systems while keeping an eye on maximizing occupancy and revenue. You'll also support our PBX and Front Desk teams, ensuring that every guest feels informed, cared for, and excited to experience The Standard way of life.
What You'll Do
* Handle hotel and spa bookings via phone, email, GDS, and online channels with accuracy and warmth.
* Answer calls with professionalism, charm, and efficiency, routing, transferring, and taking messages as needed.
* Maintain clear communication with all departments about arrivals, departures, groups, and special requests.
* Stay up to date on all property details, from room types to restaurant hours, menus, spa offerings, and special events, to confidently inform and upsell guests.
* Build strong relationships with travel professionals and returning guests to promote loyalty and trust.
* Support and promote all company programs, policies, and procedures, responding effectively in emergencies or unusual situations.
* Maintain the highest standards of service, accuracy, and cleanliness within the Reservations Office.
* Represent The Standard with a polished, professional appearance and positive, team-oriented attitude.
What You Bring
* Previous experience in hotel reservations, front office, or a related hospitality role preferred.
* Above-average communication and guest service skills, both verbal and written.
* Fluent in English (additional languages are a plus).
* Strong organizational skills and the ability to multitask in a fast-paced environment.
* Familiarity with hotel reservation systems (Opera PMS experience is a plus).
* Comfortable working independently and collaboratively within a team.
* Availability to work a flexible schedule, including weekends and holidays.
Physical Requirements
* Ability to sit or stand for extended periods (up to 8 hours).
* Frequent use of computer, keyboard, and telephone systems.
* Occasional walking, bending, or lifting of office materials up to 15 lbs.
* Clear speech and hearing required for phone and in-person communication.
* Visual acuity to read computer screens, correspondence, and reports.
Why You'll Love Working at The Standard
Live the lifestyle you help create.
* Restaurant Discounts
* Spa Discounts
* Boutique Discounts
* Enjoy access to our spa / gym facilities and up to 3 fitness classes per week,
* Designated employee pool days during the summer
* Paid Time Off & Holidays
* Medical, dental, and vision coverage, plus short-term and long-term disability, life insurance,
* 401(k) Retirement Plan
A Culture That Feels Like Home
Work where hospitality, creativity, and community come together… Every day.
$24k-32k yearly est. 17d ago
Private Client Experience Specialist - Miami, FL
Jpmorganchase 4.8
Customer support representative job in Miami, FL
Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service.
As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team.
Job Responsibilities
Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed.
Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers.
Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.
Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters.
Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events.
Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager
Required Qualifications, Capabilities, and Skills
A minimum of two years of financial services experience.
Demonstrated experience delivering exceptional client service to an affluent client base.
Preferred Qualifications, Capabilities, and Skills
A bachelor's degree
Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process
.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$53k-85k yearly est. Auto-Apply 45d ago
Agent - Reservations
Ocean Reef Club 4.1
Customer support representative job in Key Largo, FL
Summary:To sell the club and the amenities by maintaining the highest standards in assisting members and their guests. Handling a high volume of calls, processing all information and reservation requests while performing the following duties: Essential Duties and Responsibilities: In addition to the following duties and responsibilities, other duties may be assigned:Having full knowledge of club policies, amenities and procedures.
Knowledge of room types, source codes, rates, accommodations, deposit and cancellation policies.
Knowledge of types of membership, travel agent policies and procedures, owners use and guest cards.
Answering phones using proper telephone etiquette for Reservations and Vacation Rentals.
Tracking call activity.
Use Member/Guest name at least three times while talking to him/her.
Making, changing, canceling reservations, charging advance deposits and posting cancellation fees.
Maintaining availability.
Assist in making delegate reservations for all conferences as well as processing rooming lists - verifying names, dates, rates and special requests.
Processing brochures, confirmations, and maintaining the inventory of brochure packets and rate schedules.
Check the voicemail, fax machine, and email frequently.
Ensure that all emails are followed up within 24 hours of receipt.
Checking reservations to accommodate special requests on a daily basis.
Making sure that all filing is completed daily.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Ability to provide lateral service to all members, guests, and associates.
Well organized and detail oriented with the ability to work under pressure and maintain a professional work area.
General resort, hotel and/or private club background Typing skills preferable Basic computer skills preferred to include Visual One, Windows, MS Word, Outlook and/or Excel.
Basic mathematical skills necessary Education and/or Experience:High school diploma required.
No experience necessary, however experience in a private club, large hotel, or resort preferred .
Language Skills: Must be able to read, listen, and communicate effectively in English.
Reasoning Ability: Must have a high level of patience and confidence to help deal with challenging situations and upset members/guests.
Physical Demands:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Sample physical requirements might include:Must be able to sit for long periods of time Must be able to type and talk on phone (with use of headset) for long periods of time Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Sample work conditions might be:Noise level in the work environment is usually moderate.
Must be able to work in a constantly changing environment.
Attendance, Appearance and Conduct: Regular attendance in conformance with the standards, which may be established by Ocean Reef Club from time to time, is essential to the successful performance of this position.
Associates with irregular attendance will be subject to disciplinary action, up to and including termination of employment.
Due to the cyclical nature of the hospitality industry and report deadlines, associate may be required to work varying schedules to meet the business needs of the Club and report deadlines.
Proper grooming is required by all associates and is described in detail in the Associates Handbook.
Associates should review this policy and make sure that at all times they present themselves for shifts looking clean, neat and professional.
As a condition of employment, all associates agree to fully comply with Ocean Reef Club rules and regulations for the safe and efficient operation of Club facilities.
Associates who violate Club rules and regulations will be subject to disciplinary action, up to and including termination of employment.
If you have any questions or doubts you should seek clarification from your supervisor.
s are not intended and should not be construed to be exhaustive lists of all responsibilities, skills, efforts or working conditions associated with a job.
While this job description is intended to be an accurate reflection of the requirements of the job, management must reserve the right to add or remove duties from particular jobs when circumstances (e.
g.
emergencies, change is workload, rush jobs or technological developments) dictate.
$29k-34k yearly est. 21d ago
Aerospace MRO Customer Service
Terrelonge Staffing
Customer support representative job in North Miami, FL
Terrelonge Staffing is recruiting a dedicated Customer Service Representative for our MRO client in the aerospace industry. The ideal candidate will have experience in customer service within an aerospace or technical environment, with a focus on providing exceptional support to clients.
Key Responsibilities:
Serve as the primary point of contact for customers, addressing inquiries and resolving issues related to MRO services.
Process orders, track shipments, and manage customer accounts to ensure satisfaction.
Coordinate with internal teams to ensure timely and accurate delivery of services.
Maintain detailed records of customer interactions and transactions.
Provide clients with regular updates on service status and any changes to their orders.
Qualifications:
Associate degree or equivalent experience in customer service or a related field.
2-4 years of experience in customer service within the aerospace industry.
Strong problem-solving skills and attention to detail.
Excellent verbal and written communication skills.
Proficiency in CRM software and Microsoft Office Suite.
$27k-36k yearly est. 60d+ ago
Reservations Agent
Career Opportunities With Grand Beach Hotel Miami Beach
Customer support representative job in Miami Beach, FL
Reservations Agent Department: Sales & Marketing The Reservations Agent will handle all incoming calls with efficiency and professionalism, be able to make reservations, and cancellations, and answer questions on rates, hotel facilities, services, and special promotions.
Job Specifications
Qualifications
Minimum 1-year experience in Reservations, Sales, or Front Office experience at a comparable quality property preferred
Must speak English fluently. Bilingual Spanish, Portuguese, and French preferred
Knowledge of Opera a plus
General knowledge of hotel departments preferred
Excellent communication skills - oral and written
Excellent communication skills, including the ability to speak, read and write fluently in English. Being Bi-lingual is a plus.
Excellent guest service skills; Strong Customer Service background.
Ability to work a flexible schedule to include weekends and holidays
Job Duties
Job Specific
Answer all phone calls routed to the reservation department and assist the caller using proper phone technique.
Use proper selling techniques and maintain the utmost professionalism while personalizing each call.
Process all reservation requests, including changes and cancellations, by phone, fax, or other channels.
Determine caller's needs through active listening and using probing questions to satisfy and sell to those needs.
Must maintain a basic knowledge of revenue management techniques and must realize their impact.
Assist with monitoring room inventory when Revenue Manager is not present.
Run arrival reports from all channels and ensures all reservations have been entered correctly.
File and organize all paperwork.
Work closely with Front Office and Sales Department.
General
Promotes and applies teamwork skills at all times.
Notifies appropriate individuals promptly and fully of problems and/or unusual matters of significance.
Is polite, friendly, and helpful to guests, management, and fellow Team Members
Executes emergency procedures in accordance with hotel standards.
Complies with required safety regulations and procedures.
Attends appropriate hotel meetings and training sessions.
Maintains cleanliness and excellent condition of equipment and work area.
Complies with hotel standards, policies, and rules.
Recycles whenever possible.
Remains current with hotel information and changes
Complies with hotel uniform and grooming standards
Within the first 30 days must be able to perform to standard all activities on the New Hire Training Checklist.
$24k-32k yearly est. 60d+ ago
Reservations Agent
Davidson Hospitality Group 4.2
Customer support representative job in Miami Beach, FL
Property Description
Eden Roc Miami Beach, an iconic oceanfront resort nestled in the heart of Miami Beach, Florida, is looking for talented individuals to join our team! As a job applicant, you'll have the opportunity to work in a legendary property that offers luxury, style, and unparalleled service. With positions available in front desk, housekeeping, food and beverage, spa, and more, there are abundant opportunities for career growth and advancement. Our resort boasts breathtaking ocean views, lavish amenities, and a vibrant atmosphere, creating an exciting and dynamic work environment. As a member of the Eden Roc Miami Beach team, you'll have the chance to provide exceptional service to our esteemed guests, work in a collaborative and inclusive team, and be a part of a renowned hospitality brand. Join us in creating unforgettable experiences for our guests and become a valued member of our team at Eden Roc Miami Beach!
Overview
We are looking for a Reservations Agent to join our dynamic team! As a Reservations Agent, you will be responsible for providing exceptional customer service and assisting guests in booking their stay with us. The ideal candidate is energetic, passionate about hospitality, and possesses exceptional communication and organizational skills. You must have a positive attitude, be detail-oriented, and have the ability to multitask in a fast-paced environment. If you're looking for an opportunity to showcase your talent and grow with a leading company in the hospitality industry, we invite you to apply today!
Qualifications
High school diploma or equivalent
Previous experience in hospitality or customer service preferred
Strong communication and interpersonal skills
Ability to multitask in a fast-paced environment
Excellent organizational skills and attention to detail
Basic computer skills and experience with reservation software
Ability to work flexible hours, including weekends and holidays
Positive attitude and willingness to learn and grow in the role
Benefits
Davidson Hospitality Group is an award-winning, full-service hospitality management company overseeing hotels, restaurants, dining and entertainment venues across the US. A trusted partner and preferred operator for Hilton, Hyatt, Kimpton, Marriott, and Margaritaville, Davidson offers a unique entrepreneurial management style and owners' mentality that provides the individualized personal service of a small company, enhanced by the breadth and depth of skill and experience of a larger company. In keeping with the company's heritage of delivering value, Davidson is comprised of four highly specialized operating verticals: Davidson Hotels, Pivot, Davidson Resorts and Davidson Restaurant Group.
In keeping with the company's heritage of delivering value to its owners and team members, Davidson offers a rich benefit program with a variety of benefits designed to enrich the lives and well-being of our team members and their families.
Multiple Tiers of Medical Coverage
Dental & Vision Coverage
24/7 Teledoc service
Free Maintenance Medications
Pet Insurance
Hotel Discounts
Tuition Reimbursement
Paid Time Off (vacation, sick, bereavement, and Holidays).
401K Match
Working at Davidson is like nowhere else. It's less of a job, more of a calling. It's part career, part revolution. Because whatever you do here, you play a part in helping redefine the way quality hospitality is delivered to our guests, our clients, our partners, and each other.
EOE AA- Minorities/Females/Vet/Disability/Gender Identity/Sexual Orientation
Davidson Hospitality is a drug free workplace. Pre-employment drug test and background check required. We participate in E-Verify.
$25k-30k yearly est. Auto-Apply 2d ago
Private Client Specialist
First Horizon Corp 3.9
Customer support representative job in Miami Beach, FL
Location: On site at location listed in job posting. Summary Provide assistance to the Private Banking Relationship Managers. Responsibilities: *
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 private wealth client overdrafts * Approve and process private wealth clients' withdrawals on lines of credit * 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 Requirements: * High school diploma or GED and 5-7 years of experience or equivalent combination of education and experience * Working knowledge of MS 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 ********************* 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
$29k-33k yearly est. 22d ago
Learn more about customer support representative jobs
How much does a customer support representative earn in Doral, FL?
The average customer support representative in Doral, FL earns between $26,000 and $45,000 annually. This compares to the national average customer support representative range of $29,000 to $47,000.
Average customer support representative salary in Doral, FL
$34,000
What are the biggest employers of Customer Support Representatives in Doral, FL?
The biggest employers of Customer Support Representatives in Doral, FL are: