Bilingual Customer Services Representative
Customer support representative job in Richardson, TX
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.
Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose.
When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.
Bilingual (English/Spanish) Customer Service Representative
Salary: $24.50 - $35.61 per hour
+10% Bilingual Skill Differential!
When you grow, GEICO grows. And if you're the kind of person who likes to solve problems and help others when they need it, you could be a perfect fit to grow your career with GEICO. We're looking for Bilingual Customer Service Representatives for our [City, State] office. This role is for people who want to provide our policyholders the excellent customer service they want and need. You'll be the first contact for our customers: answering billing questions, making policy changes, and providing recommendations. Join our team to deliver personalized service that demonstrates the value of being insured by GEICO. If you want a career with plenty of growth opportunities, let's talk.
Avanza profesionalmente con una compañĂa que valora la diversidad y la inclusiĂłn.
Esta oportunidad es ideal para estudiantes, futuros estudiantes y aspirantes que valoran el aprendizaje continuo, ya que nuestros Representantes de Ventas tienen el desafĂo constante de aprender y expandir su conocimiento de la industria de seguros y nuestra compañĂa. Además, GEICO favorece la cultura de “ascensos dentro de la empresa”, asĂ que abundan las oportunidades para que avances profesionalmente y seas recompensado por el trabajo duro y la perseverancia.
Si disfrutas trabajar en un ambiente acelerado y competitivo y te apasionan las ventas, esta es tu oportunidad de ser parte de un equipo excepcional.
Many associates see a base salary increase of 10% within their first year as a Customer Service Representative. Top associates can see increases up to 15%!
Qualifications & Skills:
Must be fluent in English and Spanish
An active P&C or Personal Lines Insurance license is preferred
Experience providing outstanding customer service
Solid computer and multi-tasking skills
Ability to effectively communicate, verbally and in writing
Ability to work comfortably in a fast-paced, high-volume call center environment
Minimum of high school diploma or equivalent
#geico600
At this time, GEICO will not sponsor a new applicant for employment authorization for this position.
The GEICO Pledge:
Great Company: At GEICO, we help our customers through life's twists and turns. Our mission is to protect people when they need it most and we're constantly evolving to stay ahead of their needs.
We're an iconic brand that thrives on innovation, exceeding our customers' expectations and enabling our collective success. From day one, you'll take on exciting challenges that help you grow and collaborate with dynamic teams who want to make a positive impact on people's lives.
Great Careers: We offer a career where you can learn, grow, and thrive through personalized development programs, created with your career - and your potential - in mind. You'll have access to industry leading training, certification assistance, career mentorship and coaching with supportive leaders at all levels.
Great Culture: We foster an inclusive culture of shared success, rooted in integrity, a bias for action and a winning mindset. Grounded by our core values, we have an an established culture of caring, inclusion, and belonging, that values different perspectives. Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose.
As part of our culture, we also offer employee engagement and recognition programs that reward the positive impact our work makes on the lives of our customers.
Great Rewards: We offer compensation and benefits built to enhance your physical well-being, mental and emotional health and financial future.
Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family's overall well-being.
Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance.
Access to additional benefits like mental healthcare as well as fertility and adoption assistance.
Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year.
The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled.
GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.
Auto-ApplyD365 CRM Technical Lead
Customer support representative job in Richardson, TX
Bachelor's degree in Computer Science, Software Engineering, or related field 10 to 12 years of relevant experience in D365 CRM as techno functional.
Experience in functional flows, Configuration, Customizations using Plugins, Java Scripts, Custom Workflows, Power Automate, Integration APIs, web API, WCF and Model driven apps, power automation, and Azure services.
Experience in data migration is also must.
Peer review and code enhancements. Extensive knowledge and experience of CRM Sales (CPQ).
Care Advocate - 245013
Customer support representative job in Dallas, TX
Direct Hire Opportunity with a great organization!
Onsite opportunity in Dallas with hybrid remote potential in the future based on performance
Opportunity to earn bonuses on a monthly basis based on performance after training
Shift - 8 hour shift within their hours of operation which are 7am to 8pm Mon to Fri (must have open availability during their hours of operation)
Start date - January 5th
Responsibilities:
Handle full care coordination for members and maintain close communication to educate members on how their benefits work
Assist members with finding a provider in network for surgeries
Assist with scheduling procedures
Handle inbound and outbound calls
Send referrals
Confirm appointments with patients and provider offices
Taking information from members and logging this correctly into the CRM system
Assist with booking travel
Coordinate follow up appointments
Call provider offices to request medical records
Qualifications:
Bachelor's or Associate's Degree required
Exceptional customer service skills
Ability to commute to and work in the Dallas office daily
Ability to work in a fast paced environment
Empathetic
Preferred Qualifications:
Healthcare experience
Field Technical Support Rep
Customer support representative job in Dallas, TX
Title: Field Technical Support Rep
Essential Job Functions:
Provides on-site field support to customers including installation, repair, and servicing of IT equipment.
Resolves software and hardware issues on Windows, MacOS, Android, and iOS devices.
Supports customers in a timely manner and balance priorities to achieve individual and team productivity goals.
Documents all pertinent user information and the nature of problem reported with accuracy.
Records all inventory transactions accurately to maintain service and inventory part accuracy.
Assists in investigating and resolving complex installations and maintenance matters.
Instructs customers in the operation and maintenance of systems and equipment.
Ensures issues are referred to the appropriate personnel/service areas for follow up testing.
Acts as a liaison with customers on administrative and technical matters for assigned projects.
Performs analysis on system issue trends and solutions.
Basic Qualifications:
High school diploma or G.E.D.
Five or more years of field support experience.
Experience working with corporate hardware, software and equipment.
Able to lift 45 pounds.
Able to work in the USA.
Other Qualifications:
Deep understanding of computer hardware and software components.
Experience navigating technical issues with a high level of customer service and empathy.
Excellent verbal and written communication with the ability to tailor communication style to different audiences.
Experience working in a dynamic, fast-paced environment.
Shown success in team environments demonstrating shared responsibility and accountability.
Strong analytical and problem solving ability.
Good time management and organizational skills.
Customer Service Representative (Fresher,Graduate)
Customer support representative job in Dallas, TX
Job Title: Customer Service Representative
Job Type: Full-Time
Experience Level: Entry to Mid-Level
We are looking for a Customer Service Representative to join our team in Dallas, TX. The ideal candidate will be responsible for delivering excellent customer support by handling inquiries, resolving complaints, and providing information about products or services. If you are a people person with strong communication skills and a passion for helping others, we'd love to hear from you!
Key Responsibilities:
Handle incoming customer calls, emails, and chats in a professional and courteous manner.
Resolve customer issues efficiently while ensuring customer satisfaction.
Provide product/service information and assist with order placement, billing, returns, and technical support.
Document all customer interactions in the CRM system accurately.
Escalate complex issues to the appropriate departments when necessary.
Maintain knowledge of company products, services, policies, and procedures.
Meet or exceed performance metrics related to response time, quality, and customer satisfaction.
Requirements:
Bachelor's degree is must.
1-3 years of customer service or call center experience.
Excellent verbal and written communication skills.
Proficiency in using computers, CRM systems, and basic MS Office tools.
Ability to multitask, prioritize, and manage time effectively.
Positive attitude, patience, and a strong work ethic.
Customer Accounts Advisor
Customer support representative job in Denton, TX
The hourly range for this position is $12.75 to $13.50. This position is also eligible for incentive pay based on performance.
Customer Accounts Advisor
Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership.
Skills for Success
Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron's team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life.
The Work
Attainment and upkeep of customers' accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments.
Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone
Sell customers on the benefits of timely lease agreement renewal payments
Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals
Assist with merchandise returns and guest deliveries as directed by management
Clean and certify merchandise in the Quality Assurance Center for all items personally returned
Complete and maintain weekly vehicle maintenance sheet and route sheets daily
Load, secure and protect product in company vehicle
Safely operate company vehicle
Assist the Sales Team as needed
Any reasonable duties requested by management
Requirements
United States at least 21 years old with a valid state Driver's License and compliance with the Company's Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18.
Must meet DOT requirements to obtain certification in required states (United States)
Ability to work schedule of hours varying from 8 am to 9 pm
Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly
Two years of retail/customer service experience preferred
High School diploma or equivalent preferred
Excellent interpersonal and communication skills
High energy with the ability to effectively perform all functions of the store and multitasking effectively
Proper telephone etiquette
Uphold the Aaron's Brand and protect company assets
Maintain a professional appearance
Proficient computer skills
Aaron's Total Rewards
Our team members are our greatest asset. As an expression of our appreciation, Aaron's is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**:
Paid time off, including vacation days, sick days, and holidays
Medical, dental and vision insurance
401(k) plan with contribution matching
*Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
**Benefits vary based on full-time and part-time employment status.
Customer Enrollment Associate In Office
Customer support representative job in Flower Mound, TX
Crafting Brighter Futures for Businesses & Families across the US
At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client.
As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of our company, embodying our values and commitment.
Primary Responsibilities:
Engage with clients to understand their financial goals and concerns.
Present tailored solutions to safeguard their assets effectively.
Maintain a pulse on the industry, ensuring you offer the best and most updated advice.
Foster relationships and ensure our clients always have someone they can turn to.
Why Work With Us?
Flexible Scheduling: Enjoy the benefits of a full-time role that has flexible hours.
Unlimited Earning Potential: Your dedication determines your earnings*.
Company Culture: At our company people are ambitious but respectful, high-energy, and treat every member like family. We do (optional) company outings frequently!
Grow with Us: Dive into continuous learning and development opportunities.
Application Process:
Submit Your Application: No stringent qualifications needed. We believe in potential.
Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day.
Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions.
FAQs:
When will I hear back after applying? Typically, within 24 hours.
Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation.
What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our reps have seen exponential career growth within our organization.
* This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance.
State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.
Technical Support Representative
Customer support representative job in Irving, TX
🚀 Join us as a Technical Customer Service Representative - Onsite in Irving, TX
🛠️ What You'll Do
Conduct QA for home inspections: review photos, validate property details, guide users through self-inspections.
Troubleshoot connectivity, pairing, and app-related issues for smart devices and sensors.
Provide installation support and onboarding for PryzmIQ and AWTOS.
Proactively engage users to drive adoption and satisfaction.
Document findings and provide feedback for product improvement.
đź§ What You Bring
1+ year in technical support, help desk, or IoT/home systems troubleshooting.
Strong communication and problem-solving skills.
Technical aptitude with mobile apps, WiFi connectivity, or smart devices.
Detail-oriented and passionate about creating smooth user experiences.
High School Diploma or GED required; Bachelor's degree preferred.
Member Services Specialist
Customer support representative job in Irving, TX
Job Title: Member Services Specialist
Shift: 9am to 5pm, Monday to Friday
Schedule: 5 days a week - 40 hours
Roles and Responsibilities:
2 years of customer service experience in healthcare, insurance, and call center environment.
Must have excellent understanding of benefits, products, & other health care and/or insurance issues as they pertain to our customers (internal/external).
Facilitates member & provider understand of the plan coverage and benefits by thoroughly researching inquiries in an efficient and professional manner
Records all contact with customers, both verbal & written in the current MIS system
Required to assist in training/re-training new and current employees
Maintains accurate documentation of all telephone contact, walk-in customers, any mail inquiries by documenting to ensure a clear audit trail for reporting purposes
Responsible for handling all incoming calls and the making of outgoing calls as needed in order to resolve any issues or questions
Triage phone request to other areas such as Utilization Management and Provider Relations
Handles incoming written correspondence in a timely and professional manner
Medical Customer Service Rep- Northeast Tarrant Internal Medicine Associates
Customer support representative job in Euless, TX
At Catalyst Physician Group primary care is redefined! As a physician-owned and physician-led organization, we are dedicated to transforming healthcare by putting patients at the center of everything we do. Our team of over 100 physicians and 500 employees operates across 21 locations in North Texas, providing personalized, accessible care that helps communities thrive.
At Catalyst, we believe in the power of relationships. Our patient-centric approach ensures that every individual receives comprehensive, connected care at all stages of life. From on-site lab services and telehealth to pediatrics and weight loss programs, we offer a wide range of services to meet diverse healthcare needs.
Join us in our mission to advance health through integrity, honesty, and exceptional patient care. Be a part of a dynamic team that is making a real difference in patient lives across all demographics and health spectrums. Together, we are Catalyst Physician Group - where your career can flourish as you help communities thrive.
Job Summary
As a Medical Receptionist - Phone Room Specialist, you will efficiently and effectively handle inbound and outbound scheduling communications for the providers. This role involves managing a wide range of clinical and administrative requests from patients and other stakeholders, including online chats, text messaging, emails, faxes, answering telephones, and scheduling patient appointments.
Role and Responsibilities
Sort, label, and task documents and faxes in EMR charts as needed throughout day-to-day operations.
Scan and file EHE documents into designated folders as well as the EHE website as needed.
Label, task, and correct any misfiles in EMR.
Perform scanning and filing tasks.
Gather outgoing forms, scans, faxes, shred, etc., from clinical staff stations and disperse as needed.
Send documents to be scanned to the front office (this varies by location).
Scan and file fax confirmations in computers if not sent via Athena fax.
Scan and file mail.
File and scan documents into the computer.
Back up phone clerks as time allows.
Check and transfer voicemails from the refill line to clinical staff.
Check refill voicemail and pull charts for appropriate doctors.
Scan and file demographics, privacy policy, and history sheets from all appointments.
Organize and scan reports from any outsourced entity (labs, x-rays, reports, consults, etc.).
Scan and file Bone Dexas, Dopplers, PFTs, EKGs, etc.
Sort, distribute, and run materials back and forth between North and South Offices.
Minimum Qualifications and Requirements
High School Diploma or equivalent required.
Skills Required:
Active listening.
Reading/comprehension.
Service-oriented.
Speaking clearly.
Time management.
Typing/spelling.
EMR knowledge.
Computer knowledge.
Multi-phone line switchboard.
Medical terminology.
Preferred Experience
Bilingual: Fluent in Spanish and English.
1+ years' experience in a healthcare environment preferred.
Experience with ATHENA EMR.
Physical Demands/Work Environment
Office environment.
Sitting, standing, walking, and/or moving up to 8 hours per day.
Lifting up to 25 pounds.
Competitive Benefit Package
Compensation commensurate with experience.
Medical, Dental, Vision Insurance.
Short/Long term disability Insurance.
401K with employer match.
Health Savings Account options.
Paid Holidays and PTO.
Referral Programs.
Professional Development Opportunities.
Associate Customer Service Representative
Customer support representative job in Fort Worth, TX
ABOUT REPAY REPAY (“Realtime Electronic Payments” / NASDAQ TICKER: RPAY) is an established and fast-growing publicly traded financial technology and payment processing company headquartered in Atlanta, Georgia, with offices across the country. REPAY enables its customers to accept payments anytime, anywhere, and through any channel while providing a secure, seamless, and enjoyable payment experience for the end consumers. REPAY offers a comprehensive suite of electronic payment and funding solutions, including debit and credit card processing, ACH processing, Instant Funding, and electronic bill payment systems with full IVR, text, and mobile capabilities. The scalability of its products allows merchants of all sizes to add an instant arsenal of intelligent payment technology solutions to their businesses without significant development costs or infrastructure investments.
ABOUT THE ROLE
REPAY is looking for an Associate Customer Service Representative to provide an excellent customer support experience to our clients, agents, and partners. Each interaction is an opportunity to educate our clients on our industry leading products, as well as showcase how you and REPAY are best in class with exceptional talent and service. We offer a full benefits package, a competitive compensation package, and a stellar work environment where we empower each employee to make contributions that have impact on our company's continued growth and success. This position investigates and resolves software and hardware problems of existing clients and applicants.
RESPONSIBILITIES
Completed training courses and attain the knowledge required to assist our Customer Database
Effectively manage client technical, billing, and product inquiries via phone, chat, email, or CRM case
Consults with EPP vendors, programmers, IT staff, Business Development staff, to explain software errors and/or recommend changes to programs.
Contacts software and hardware vendors to request service regarding defective products.
Assists with writing or revising user training manuals and procedures for both internal and external processes. Technical training documents, integration kits, written in non-technical terms.
Troubleshoot batch upload issues; work with EPP vendors as necessary to resolve issues.
Be the primary CS professional responsible for Set Up and installation of applications and equipment. Train other CS professionals to act as a backup.
Meet and exceed service level goals set for the Customer Service Team
Follow communication procedures, guidelines, and policies
Provide appropriate solutions and alternatives to issues and follow up to ensure resolution and client satisfaction
Keep records of all client interactions
Proactively communicate with our clients to help them understand the products and services REPAY offers
SKILLS & EXPERIENCE NEEDED
Proven technical customer support experience
2+ years of merchant services / payments industry experience preferred
Ability to manage difficult or emotional customer situations. Responds promptly to customer requirements and solicits customer feedback to improve service satisfaction.
Demonstrates a positive attitude with a willingness to continually develop skills and knowledge base.
Able communicate effectively, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity.
Attention to detail in composing, typing, and proofing materials, establishing priorities and meeting deadlines.
Ability to work in a ticket and metrics driven environment
Familiarity with CRM systems and practices (e.g. Salesforce)
Must be able to communicate in a clear and logical fashion verbally and in writing
Must take pride and satisfaction in helping people
Must prioritize identifying and solving problems above merely answering questions
WHY JOIN REPAY.… BECAUSE CULTURE IS EVERYTHING
GROWTH & PEOPLE-CENTERED LEADERSHIP
As the industry-leading financial technology provider in the Consumer Finance and Business to Business spaces, we continue to set the standard for application development and delivery. In 2019, REPAY became a public company listed on the Nasdaq Stock Market (RPAY). For the past three consecutive years, we have placed on the ACG Atlanta Georgia Fast 40, a list recognizing the top 40 fastest-growing middle-market companies in Georgia. REPAY's leadership empowers each team member to make a difference and stretch to their fullest potential. Our dedication to frequent, transparent communication is shown with companywide meetings where our leaders share company vision and encourage employees to ask questions.
FUN WORK ENVIRONMENT & GREAT TEAMS
We offer it all: business to casual dress, great snacks & beverages, and open-air collaborative team settings. REPAY has been certified as a Great Place to Work company for 2017, 2018, 2019, 2020, 2021, and 2022. The REPAY team is fun, smart, collaborative, and truly enjoys working together. Making a difference in our local communities - we support several philanthropic initiatives every year to give back to our local communities. We are self-driven, motivated professionals who do not require micro-management to ensure we produce high quality and timely work.
INNOVATION & EDUCATION
We create highly sophisticated payment processing applications and are always pushing the boundaries of what is possible. We are constantly revolutionizing the industry by building on new ideas from clients and employees. We provide the resources necessary to ensure new innovations can develop quickly and with quality. We encourage continuing education, including professional conferences and events.
PUTTING OUR PEOPLE FIRST
We believe our people are the best, and we care immensely about their success. We offer a comprehensive benefits package which includes 100% coverage of employee healthcare premiums and several free benefits, including life insurance, disability insurance, and work-life balance resources. All benefits go into effect day one. Our employees' futures are important to us, which is why we have a 401(k)-employer match and and an Employee Stock Purchase Plan. REPAY employees are eligible to participate in our Annual Bonus Program. This bonus award reflects excellent performance of individual contributions and goals achieved during the past year.
REPAY's core values are Excellence, Passion, Innovation, Respect, and Integrity.
REPAY is an Equal Opportunity Employer and we promote a company culture where diversity, equity and inclusion are central. We are committed to build our teams and grow a company in which employees can succeed, regardless of race, color, national origin, sex, sexual orientation, gender identity or expression, transgender status, pregnancy, religion, age (40 and over), disability, service in the uniformed services, protected veteran status, genetic information, or any other classification protected by federal, state or local law. Celebrating our diverse backgrounds, views and beliefs allows us to embrace what makes us unique and continue to innovate and push the boundaries of what is possible.
We are interested in every qualified candidate who is eligible to work in the United States. This position is not eligible for hire in California. Additionally, we are not able to sponsor visas.
Auto-ApplyAssociate Customer Service Representative Spanish Bilingual Everyday Banking
Customer support representative job in Irving, TX
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers.
In this role you will:
Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
Regularly receive direction from supervisor and escalate questions and issues to more senior employees
Interact with team on basic information, plus internal or external customers
Required Qualifications:
6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bilingual reading, speaking, and listening proficiency in Spanish/English
Desired Qualifications:
Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
Ability to execute in a fast paced, high demand, metric driven call center environment
Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
Knowledge, understanding and experience of internet, mobile, and social media technology
Job Expectations:
Must be able to attend full duration of required training period
This position is not eligible for Visa sponsorship
Ability to work additional hours as needed
Schedule may be eligible for a shift differential under the terms of the shift differential policy
Must work on-site at the location posted
Must complete and pass required language assessment
Training Schedule:
You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
Training class starts on 2/9 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training.
We're open from Sunday - Saturday, 6:00 a.m. - 12:00 am (Central Time Zone). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays.
Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy.
Compensation:
Starting rate $20.00 per hour
Posting Location:
401 W. Las Colinas Blvd. Bldg #1, Irving TX 75039
@RWF22
Posting End Date:
10 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplyCustomer Liaison - HNS Recovery
Customer support representative job in Plano, TX
Customer Liaison - HNS Recovery (Plano, TX)
About Us HNS Recovery is a family-owned powerhouse in the collateral recovery industry, growing 25%+ year-over-year. We're rewriting the rules of repossession with disruptive solutions, a family-driven culture, and relentless focus on compliance and consumer care. As we expand our Plano, TX command center, we're looking for a sharp, dedicated Customer Liaison who can bridge investigative research with client and consumer support.
Why Join HNS Recovery?
Explosive Growth: Ride the momentum of a company shaking up an entire industry.
Family Culture: Big-time opportunity without the corporate red tape.
Impact from Day One: Your work fuels real-time recoveries and ensures smooth consumer experiences.
Career Path: Comprehensive training, certification, and advancement opportunities.
What You'll Do
As a Customer Liaison, you will be the vital connection between lenders, consumers, and recovery agents. Your role blends investigative research, consumer-facing communication, and client/vendor coordination.
Investigative & Coordination Duties
Track down vehicles and owners using premium data tools, LPR hits, court records, and other electronic means.
Coordinate with recovery agents, lenders, and insurers to close repossessions smoothly.
Document investigative findings, manage case timelines, and keep all stakeholders updated.
Ensure full compliance with federal, state, and local regulations for sensitive data handling.
Customer & Consumer Support
Professionally handle live chat, phone, and email requests from consumers.
Book and manage appointments for vehicle redemptions and personal property pickups.
Inform consumers of redemption fees, property inventory requirements, and scheduling policies.
Provide quick, accurate responses to consumer questions about services, bookings, or account issues.
Maintain a calm, professional, and empathetic tone-even under pressure.
Administrative & Client Relations
Build and maintain strong relationships with clients, vendors, and consumers.
Accurately process case updates (opens, holds, closes) in multiple client portals.
Handle queue management, condition reports, inventory lists, and impounds/voluntary assignments.
Identify opportunities for process improvement that enhance the customer experience.
Support special projects and team initiatives as needed.
What Makes You a Fit
Experience: 2-5+ years in customer service, investigative research, collections, or similar role.
Communication: Clear, confident communicator in both written and verbal form.
Tech Skills: Proficiency with Microsoft Office (Excel, Teams, Outlook) and comfort with chat software.
Typing Speed: 50+ WPM with high accuracy.
Bilingual: Spanish/English required for consumer support.
Mindset: Detail-oriented, self-starter, proactive, with strong decision-making skills.
Professionalism: Reliable, punctual, calm under stress, and committed to compliance.
Requirements: 22+, reliable transportation, pass background check & drug screen.
Compensation & Benefits
Pay: Starting at $18+ per hr. DOE, with performance-based growth opportunities.
Schedule: Full-time, on-site in Plano, TX.
Benefits (after 180 days unless noted):
5 days paid vacation (after 1 year)
5 days paid sick leave
5 paid holidays
3 days bereavement leave
Medical/Dental/Vision coverage
401(k) with 5% company match (after 1 year)
CARS Certification & ongoing training
Your Next Move
If you thrive on solving puzzles, helping people, and keeping operations running smoothly, HNS Recovery has a seat waiting for you.
Step into a fast-paced, high-impact role where your work matters every single day.
Apply now and become the voice, the bridge, and the engine behind our mission to reshape collateral recovery.
AdTech Client Specialist
Customer support representative job in Plano, TX
We are Automotive Business Scientists. We empower our clients to turn overwhelming industry data into discovery, action and measured success. We are unique market leaders because we find and examine possibilities through the clarity of a scientific lens. To solve the toughest client challenges, we need curious, creative and dedicated people to join our team.
We search out individuals who align with our core values and who adhere to the highest standards of integrity and ethics in everything they do. Our company is filled with the brightest minds and the biggest hearts at every level. We recognize that personal success takes on many different forms of the course of our lives - both professional and personally - so we provide a myriad of benefits and programs focused on Wellbeing, Growth, Community and Recognition. One size does not fit all, so we encourage every Urban Scientist to discover their own formula for success. If this sounds like the kind of company you would like to work with, Apply Now!
POSITION OVERVIEW
With the success of our revolutionary suite of Media Performance solutions that takes the guesswork out of planning, deploying, and optimizing automotive media, we are looking for a Client Specialist to help support our growth within the agency and ad-tech community.
This role has current Hybrid Workplace flexibility, and candidates must be available to work in-person two to three days per week at an Urban Science office location. We are headquartered in Detroit, MI and additionally have flexibility to consider candidates local to Atlanta, Dallas (Plano), or Nashville (Franklin).
URBAN SCIENCE DOES NOT AND WILL NOT PROVIDE IMMIGRATION RELATED SPONSORSHIP FOR THIS ROLE, NOW OR IN THE FUTURE.
Essential Duties and Responsibilities
* AdTech team operational and client account support.
* Process and analyze usage reports from platform, agency and OEM contracts.
* Support the development of a reporting repository for Media Performance projects.
* Maintain Media Performance project data at the Solution, Platform, Brand, and Segment levels.
* Coordinate with internal teams to ensure services are activated and running smoothly.
* Act as main point of contact for questions or concerns from active clients and users.
* Support Senior Engagement Managers and Head of Sales on day-to-day client needs, such as research.
* Coordinate with internal teams to ensure services are activated and running smoothly.
Qualifications - Education and Experience
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, abilities, and competencies required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Required:
* Data Savvy: Requires a broad understanding of real-time analytics, and experience working with data to provide clear and insightful recommendations
* Data management skills (SQL or Access is nice to have) Requires demonstrated knowledge of excel, ability to do pivot tables, macros, etc.
* MS Office: Requires solid knowledge of MS Excel, Word, PowerPoint, Teams, and Outlook
* Thought Leadership: Requires ability to apply Urban Science methodologies and new ideas to the client's mission critical problems to help them drive business
* Experience being a process creator/innovator
* Ability to ask relevant, thoughtful questions, take initiative, critical thinker
* Communication skills: Strong written and verbal skill set required. Ability to communicate concisely and coordinate effectively with various levels of leadership, and across various teams/offices
* Presentation skills: Ability to conduct professional presentations with various levels of leadership
* Analytical Thinking: Requires the ability to understand a situation by breaking it apart into smaller pieces, and/or tracing the implications of a situation in a step-by-step causal way
* Initiative: Requires the drive to go above and beyond to improve or enhance job results. Ability to work independently in assigned space
* Time Management: Requires strong capability to prioritize competing demands, manage multiple concurrent tasks and run meetings on schedule
* Project Management: Project management skills, including the ability to estimate work efforts, define work plans, monitor progress and report schedule variances and scope changes. Responsible and accountable to meet deadlines and deliver work as needed.
Preferred:
* Campaign analytics background
* Account management background
* Digital automotive marketing experience
* Accounting, billing and reporting knowledge
* Automotive media, Insertion Order, product/service usage reporting
EDUCATION and/or EXPERIENCE:
* Bachelor's degree in business, Marketing, etc. required; other degrees considered with demonstrated ability to apply advanced skill in quantitative analysis.
* Minimum of 3 years related work experience required
* Digital marketing/agency experience required
WORK ENVIRONMENTThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This description is intended to describe the type and level of work being performed by a person assigned to this position. It is NOT an exhaustive list of all duties and responsibilities required by a person so classified. The job may require additional hours beyond a traditional 40-hour workweek.
Auto-ApplyAssociate Customer Service Representative
Customer support representative job in Fort Worth, TX
ABOUT REPAY REPAY ("Realtime Electronic Payments" / NASDAQ TICKER: RPAY) is an established and fast-growing publicly traded financial technology and payment processing company headquartered in Atlanta, Georgia, with offices across the country. REPAY enables its customers to accept payments anytime, anywhere, and through any channel while providing a secure, seamless, and enjoyable payment experience for the end consumers. REPAY offers a comprehensive suite of electronic payment and funding solutions, including debit and credit card processing, ACH processing, Instant Funding, and electronic bill payment systems with full IVR, text, and mobile capabilities. The scalability of its products allows merchants of all sizes to add an instant arsenal of intelligent payment technology solutions to their businesses without significant development costs or infrastructure investments.
ABOUT THE ROLE
REPAY is looking for an Associate Customer Service Representative to provide an excellent customer support experience to our clients, agents, and partners. Each interaction is an opportunity to educate our clients on our industry leading products, as well as showcase how you and REPAY are best in class with exceptional talent and service. We offer a full benefits package, a competitive compensation package, and a stellar work environment where we empower each employee to make contributions that have impact on our company's continued growth and success. This position investigates and resolves software and hardware problems of existing clients and applicants.
RESPONSIBILITIES
* Completed training courses and attain the knowledge required to assist our Customer Database
* Effectively manage client technical, billing, and product inquiries via phone, chat, email, or CRM case
* Consults with EPP vendors, programmers, IT staff, Business Development staff, to explain software errors and/or recommend changes to programs.
* Contacts software and hardware vendors to request service regarding defective products.
* Assists with writing or revising user training manuals and procedures for both internal and external processes. Technical training documents, integration kits, written in non-technical terms.
* Troubleshoot batch upload issues; work with EPP vendors as necessary to resolve issues.
* Be the primary CS professional responsible for Set Up and installation of applications and equipment. Train other CS professionals to act as a backup.
* Meet and exceed service level goals set for the Customer Service Team
* Follow communication procedures, guidelines, and policies
* Provide appropriate solutions and alternatives to issues and follow up to ensure resolution and client satisfaction
* Keep records of all client interactions
* Proactively communicate with our clients to help them understand the products and services REPAY offers
SKILLS & EXPERIENCE NEEDED
* Proven technical customer support experience
* 2+ years of merchant services / payments industry experience preferred
* Ability to manage difficult or emotional customer situations. Responds promptly to customer requirements and solicits customer feedback to improve service satisfaction.
* Demonstrates a positive attitude with a willingness to continually develop skills and knowledge base.
* Able communicate effectively, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity.
* Attention to detail in composing, typing, and proofing materials, establishing priorities and meeting deadlines.
* Ability to work in a ticket and metrics driven environment
* Familiarity with CRM systems and practices (e.g. Salesforce)
* Must be able to communicate in a clear and logical fashion verbally and in writing
* Must take pride and satisfaction in helping people
* Must prioritize identifying and solving problems above merely answering questions
WHY JOIN REPAY.… BECAUSE CULTURE IS EVERYTHING
GROWTH & PEOPLE-CENTERED LEADERSHIP
As the industry-leading financial technology provider in the Consumer Finance and Business to Business spaces, we continue to set the standard for application development and delivery. In 2019, REPAY became a public company listed on the Nasdaq Stock Market (RPAY). For the past three consecutive years, we have placed on the ACG Atlanta Georgia Fast 40, a list recognizing the top 40 fastest-growing middle-market companies in Georgia. REPAY's leadership empowers each team member to make a difference and stretch to their fullest potential. Our dedication to frequent, transparent communication is shown with companywide meetings where our leaders share company vision and encourage employees to ask questions.
FUN WORK ENVIRONMENT & GREAT TEAMS
We offer it all: business to casual dress, great snacks & beverages, and open-air collaborative team settings. REPAY has been certified as a Great Place to Work company for 2017, 2018, 2019, 2020, 2021, and 2022. The REPAY team is fun, smart, collaborative, and truly enjoys working together. Making a difference in our local communities - we support several philanthropic initiatives every year to give back to our local communities. We are self-driven, motivated professionals who do not require micro-management to ensure we produce high quality and timely work.
INNOVATION & EDUCATION
We create highly sophisticated payment processing applications and are always pushing the boundaries of what is possible. We are constantly revolutionizing the industry by building on new ideas from clients and employees. We provide the resources necessary to ensure new innovations can develop quickly and with quality. We encourage continuing education, including professional conferences and events.
PUTTING OUR PEOPLE FIRST
We believe our people are the best, and we care immensely about their success. We offer a comprehensive benefits package which includes 100% coverage of employee healthcare premiums and several free benefits, including life insurance, disability insurance, and work-life balance resources. All benefits go into effect day one. Our employees' futures are important to us, which is why we have a 401(k)-employer match and and an Employee Stock Purchase Plan. REPAY employees are eligible to participate in our Annual Bonus Program. This bonus award reflects excellent performance of individual contributions and goals achieved during the past year.
REPAY's core values are Excellence, Passion, Innovation, Respect, and Integrity.
REPAY is an Equal Opportunity Employer and we promote a company culture where diversity, equity and inclusion are central. We are committed to build our teams and grow a company in which employees can succeed, regardless of race, color, national origin, sex, sexual orientation, gender identity or expression, transgender status, pregnancy, religion, age (40 and over), disability, service in the uniformed services, protected veteran status, genetic information, or any other classification protected by federal, state or local law. Celebrating our diverse backgrounds, views and beliefs allows us to embrace what makes us unique and continue to innovate and push the boundaries of what is possible.
We are interested in every qualified candidate who is eligible to work in the United States. This position is not eligible for hire in California. Additionally, we are not able to sponsor visas.
Auto-ApplyAssociate Customer Service Representative Spanish Bilingual Everyday Banking
Customer support representative job in Irving, TX
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers.
In this role you will:
* Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
* Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
* Regularly receive direction from supervisor and escalate questions and issues to more senior employees
* Interact with team on basic information, plus internal or external customers
Required Qualifications:
* 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* Bilingual reading, speaking, and listening proficiency in Spanish/English
Desired Qualifications:
* Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
* Ability to execute in a fast paced, high demand, metric driven call center environment
* Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
* Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
* Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
* Knowledge, understanding and experience of internet, mobile, and social media technology
Job Expectations:
* Must be able to attend full duration of required training period
* This position is not eligible for Visa sponsorship
* Ability to work additional hours as needed
* Schedule may be eligible for a shift differential under the terms of the shift differential policy
* Must work on-site at the location posted
* Must complete and pass required language assessment
Training Schedule:
* You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
* Training class starts on 2/9 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training.
* We're open from Sunday - Saturday, 6:00 a.m. - 12:00 am (Central Time Zone). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays.
* Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy.
Compensation:
* Starting rate $20.00 per hour
Posting Location:
* 401 W. Las Colinas Blvd. Bldg #1, Irving TX 75039
@RWF22
Posting End Date:
10 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Treasury Management Client Onboarding Specialist
Customer support representative job in Dallas, TX
PlainsCapital Bank is currently looking to hire a Treasury Management Client Onboarding Specialist in Dallas, Texas. The Treasury Management Client Onboarding Specialist is responsible for the complete onboarding support of all Treasury Management products and services while providing the client with a personalized onboarding experience.
Responsibilities
Provides a highly personalized onboarding experience for all Treasury Management clients.
Onboard all Treasury products and services for new and existing Treasury clients with emphasis on accuracy and timeliness.
Collaborates with Treasury Sales to identify a prospect's need for new Treasury service set-up.
Reviews and manages all Treasury Management agreements, internal forms, and off boarding requests to ensure proper execution and storage.
Performs installation, system and file testing, and all onboarding support for the Treasury Management client.
Schedules and completes Treasury product training with Treasury Management client and completes a warm introduction to Treasury Management client support for ongoing service needs.
Supports new accounts opening and related processes including document management as needed for the Treasury Management client.
Treats customers and coworkers with a high level of professionalism at all times and attends client meetings and trainings as required.
Performs other duties as required.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Qualifications
High school diploma, general education degree (GED), or equivalent required; Associates degree or higher preferred.
1 year of previous Treasury Management experience in a related field of expertise; experience with the servicing of commercial accounts strongly preferred.
Proven strong service orientation and professional customer service skills with the ability to spend significant amounts of time answering customer inquiries via phone and email.
Excellent verbal, written, and interpersonal communication skills.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products, Adobe Pro and other custom applications and systems.
Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
Must be self-motivated with strong attention to detail and accountability.
Must be available to travel locally to meetings (less than 10%).
Auto-ApplyClient Success Specialist - 100% Commission (TSG-20251204-052)
Customer support representative job in Arlington, TX
Job DescriptionThe Strickland Group is a family-driven, vision-first insurance and financial services agency backed by a major national carrier. From day one, we provide warm leads, mentorship, and proven systems so you can build a business - not just have a job. In this 100% commission role, you will meet with families virtually or in person, uncover financial protection needs, and offer life insurance, mortgage protection, and retirement solutions. We seek coachable, growth-minded individuals who want schedule freedom, personal development, and a clear path to agency ownership.
Client Relationship Specialist
Customer support representative job in Dallas, TX
The Client Relationship Specialist (CRS) is responsible for providing outstanding, dedicated client care while maintaining professional relationships with current, potential, and former clients. Working as part of a team that manages a portfolio of new and existing accounts, the CRS serves as the main point of contact for client questions or concerns, ensuring a positive and seamless client experience. The role involves resolving client issues, educating clients on products and services, and supporting strategies for retention and growth.
Please note: Required working hours for the Client Experience department are 8:30 a.m. - 5:30 p.m. within your time zone.
Note: AE Perkins is a holding company that supports three innovative operating entities: Ameriflex, Workforce Go, and Accresa.
PRINCIPAL DUTIES & RESPONSIBILITIES (Core Competencies):
Client Interaction and Issue Resolution: Serve as the primary contact for clients, addressing questions and concerns in a timely manner. Own client issues from start to finish, ensuring resolutions meet or exceed client expectations (Intermediate).
Empathy and Client Care: Exhibit a high level of empathy and interpersonal skills when working with clients, ensuring they feel heard, supported, and valued (Advanced).
Proactive Client Support: Anticipate client needs by identifying potential questions or concerns and providing answers before they arise, offering a proactive approach to service (Intermediate).
Relationship Building and Retention: Build, maintain, and foster positive relationships with Plan Administrators, Brokers, and other stakeholders to support client retention and business growth (Intermediate).
Client Education: Educate clients on systems, tools, and policies related to Ameriflex products and services, ensuring they can utilize offerings effectively (Intermediate).
Account Organization and Documentation: Maintain organized and accurate account information for each client, including records of interactions, service issues, and resolutions (Advanced).
Regulatory Compliance: Handle confidential information with discretion in accordance with HIPAA and other relevant regulations, remaining knowledgeable about all regulations related to business services (Advanced).
Collaboration and Strategy Execution: Collaborate with internal partners to execute business plans and strategies that align with company goals (Intermediate).
Efficiency and Resource Utilization: Leverage company resources and tools to maximize efficiency, ensuring a seamless and reliable service experience for clients (Intermediate).
Additional Duties: Perform other duties as required to support business needs, as assigned by the Client Experience Manager (Beginner).
Requirements
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
Service Orientation: Passion for delivering outstanding client service and maintaining a client-focused mindset (Advanced).
Problem-Solving Skills: Ability to think on your feet and resolve issues effectively, even in high-pressure situations (Intermediate).
Communication Skills: Superior written and verbal communication skills, with the ability to clearly convey information and handle client interactions with professionalism (Advanced).
Organizational Skills and Multitasking: Strong organizational abilities, with a keen attention to detail and the capability to manage multiple tasks and high call and email volumes (Advanced).
Adaptability and Stress Management: Ability to adapt quickly to changing priorities and work well under stressful conditions (Intermediate).
Technical Proficiency: Competence in navigating multiple web-based programs and utilizing technology to address client needs efficiently (Intermediate).
Goal Orientation and Initiative: Highly goal-oriented and self-motivated, with a drive to grow and advance within the organization (Advanced).
Team Collaboration: Strong ability to work as part of a team, supporting colleagues and contributing to a positive work environment (Intermediate).
Compliance Awareness: Understanding of HIPAA regulations and other compliance requirements for handling sensitive information (Advanced).
CREDENTIALS & EXPERIENCE:
Education: Bachelor's Degree from an accredited institution required.
Experience:
3+ years of account management experience preferred, with a focus on client relationship management and service delivery (Intermediate).
Experience in Benefits Administration preferred (Beginner).
Technical Skills:
Intermediate to advanced skills in Microsoft Excel and other data management tools preferred (Intermediate).
Travel Requirements: Ability to travel as needed, ideally once per year, to support client relationship initiatives (Beginner).
Benefits
NOTE: Starting pay for this position is set at $53,000.00 - $55,000.00 annually with additional bonus potential.
BENEFITS
Medical Insurance
Vision Insurance
Dental Insurance
401(k) Matching
Flexible Spending Accounts
Health Savings Accounts
Disability & Life Insurance
Employee Assistance Program
LegalShield
ID Shield
Commuter Reimbursement Plan
Tuition Reimbursement
Bonus Pay - Our Client Experience team operates on a quarterly bonus structure with earning potential between 4% and 6% of base compensation quarterly.
ADDITIONAL BENEFITS INCLUDE:
Wellable membership
Telescope Health (telehealth) through Accresa
Intellect (mental health) application
Employee engagement activities, including voluntary events, raffles, book club, and more!
PHYSICAL DEMANDS AND WORKING CONDITIONS:
Work in an office environment; sustained posture in a seated position for prolonged periods of time; use hands to grasp and reach; occasionally stoop or kneel; see, hear, and speak with sufficient acuity to successfully perform all aspects of the job; use telephone and write or use a keyboard to communicate through written means; lift up to five pounds of weight.
Auto-ApplyClient Experience Specialist
Customer support representative job in Grapevine, TX
Under direct supervision, this position is responsible for ensuring all functions regarding set-up, waivers, eligibility, enrollment and customer care are completed. This includes responsibility for processing new data or changes into the various systems, answering waivers, eligibility and enrollment questions or verifying status, and reconciliation of discrepancies.
Your Impact
Complete all incoming services tasks (as assigned to the CES-I role within the group) accurately and in a timely manner.
Assist the universities for adding students, deleting students, making any status changes, etc.
Assist the students regarding waivers, eligibility and enrollment questions, changes, support e-mails, refunds, etc.
Group service ticket queue monitoring, tracking and completing (tickets within queue).
Emergency adds of students who were left off original file, not been sent to us yet, etc.
Processing and reconciling of payments received from the universities.
Assist the carriers and TPA's with questions, such as dates and coverage periods.
Reconciling of Invoices and Discrepancy reports; sending invoices to schools; monitoring payments.
Assist accountant with monthly payments that are sent to carriers and schools.
Successful Candidate Will Have
Bachelor's Degree (preferred)
Previous customer service and data entry experience preferred
PC proficiency to include Microsoft Word, Excel, PowerPoint, and Outlook
Accounting or health insurance experience a plus
Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada.
Our industry recognition includes being named a Best Places to Work in Insurance for five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
Auto-Apply