Warehouse Solutions Specialist
Customer support specialist job in Pompano Beach, FL
:
Crown Equipment Corporation, one of the world's largest lift truck manufacturers, offers local support on a global scale with more than 15 manufacturing facilities worldwide and more than 500 retail locations in over 80 countries. Our global sales and service network provides our customers with a local resource for a wide variety of quality material handling equipment, fleet management solutions, warehouse products and support services to meet their needs anytime, anywhere.
Job Posting External
Job Duties
Maximize the sale of warehouse products such as rack, mezzanines, and ancillary equipment.
Assume responsibility for large warehouse solutions projects initiated by sales staff. Support sales staff on customer visits, equipment sourcing, quotations, and order processing.
Generate new business through internally provided leads, prospecting, and networking.
Prepare warehouse solutions sales forecasts, and assist in development of warehouse solutions sales strategies, proposals, and presentations.
Identify, recommend, and conduct appropriate warehouse solutions training to develop the sales staff.
Communicate with associated product vendors.
Assist in defining specifications for customer applications. Draw full size scalable CAD drawings as required. Review drawings, quotations, quantities, and capacity calculations to ensure specifications are met.
Close sales to meet quotas for warehouse products.
Responsible for project management of the installation.
Minimum Qualifications
2-4 years related experience
Associate degree, preferably in business management, marketing, entrepreneurship, professional selling, or related business program, or equivalent experience
High school diploma or equivalent
Valid driver's license, good driving record, and the ability to safely operate lift trucks
Preferred Qualifications
A four-year college degree is desirable for this position Warehouse product knowledge and previous sales experience strongly preferred
Strong communication, organizational, and time management skills
Strong problem-solving capabilities, strong sense of responsibility and self-motivation, and ability to work in a team environment
Microsoft Office experience
Several years of successful sales experience.
Work Authorization:
Crown will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas or who need sponsorship for work authorization now or in the future, are not eligible for hire.
No agency calls please.
Compensation and Benefits:
Crown offers an excellent wage and benefits package for full-time employees including Health/Dental/Vision/Prescription Drug Plan, Flexible Benefits Plan, 401K Retirement Savings Plan, Life and Disability Benefits, Paid Parental Leave, Paid Holidays, Paid Vacation, Tuition Reimbursement, and much more.
EOE Veterans/Disabilities
Customs Brokerage Entry Specialist
Customer support specialist job in Miami, FL
A1 Worldwide Logistics, Inc. is a Freight Forwarding and Customs Brokerage firm that provides personalized one-on-one service to help individuals and businesses navigate the logistics process. We are dedicated to providing the highest level of customer service while helping our clients navigate the import and export process.
We currently have an open Customs Brokerage Entry Specialist position. The ideal candidate will have recently graduated or be pursuing a degree in International Business, be well-organized, customer-focused, and possess good communication skills.
Job Requirements:
The ideal candidate must be located in
Miami, Florida
The expected length of relevant prior experience beyond formal education is 3 to 5 years.
Excellent Customer Service skills
Detail and outcome-oriented
Well-organized and able to effectively manage multiple priorities
Professional manner with a strong ethical code
Strong analytical thinking and problem-solving skills
Good computer skills, including Microsoft Office, Word, Excel, and Outlook
Self-motivated and able to stay on task with little or no supervision
Fluent in English and Spanish preferred
A fast-paced, deadline-driven office environment demands multitasking and effective time management.
Job Responsibilities:
Perform Administrative tasks: Answer telephones, respond to inquiries, and/or refer callers accordingly
Printing documents, opening files, collecting documents from clients, tracing shipments
Work directly with customers, Customs, and overseas offices to file entries
Tracking shipments and obtaining arrival information, Air & Ocean
Make U.S. Customs entries under U.S. Customs law
Ensure that all documents required by U.S. Customs regulations are correct and complete
Classification
Ensure that entries are in compliance with U.S. Customs
Working knowledge of PGAs - FDA, FCC, USDA, FWS, etc.
Coordinating deliveries with truckers and clients
Maintain up-to-date knowledge, including any needed continuing education, of the regulations and procedures.
Perform other duties as requested by management
***Only CVs in English will be considered***
BUSINESS SUPPORT SPECIALIST - WATERFORD
Customer support specialist job in Miami, FL
Responsible for loan monitoring including all internal and external reporting requirements, company/borrower information and all relevant events. Responsible for supporting responses/ resolutions for internal and external customers and aiding the overall departmental workflow. Responsible for the maintenance of the Loan Portfolio documentation and for providing support to the SAG/ Credit departments as detailed below. Responsible for SAG/REO monitoring and handling.
Essential Responsibilities:
Coordinates with both internal and external parties as it relates to portfolio management process.
Provide weekly overview of Portfolio and preparation of reports not limited to monitoring portfolio for past dues, potential non-performing loans, delinquent borrowers; follow on past due covenants related to technical exceptions and annual reviews.
Request and follow-up on pending and missing documents, legal and other documentations supporting credit assets.
Assist with preparation of CAMs and Spreads using Ncino system. Acquire working knowledge of credit analysis/underwriting
Act as a liaison between Portfolio management/Credit administration and internal support department and clients.
Special assets assistance - Interact with investors, brokers, loan offices, and attorneys with the sale distressed assets and portfolio not limited to providing loan document information, monitoring sales and the closings, process and keep track of deficiency judgements' generation of defaults letters, manage assigned portfolio of non-performing assets in conjunction with the assigned attorney; attend meditations and/or depositions. Coordinate with First Bank Florida attorney in negotiating; Preparing and reviewing Stipulation/Forbearance Agreements; manage all incoming bank REOs.
Update reports: SAG Status update report and ensures update in Premier Collection, REO status inventory report, Portfolio Management report, and deficiency report.
Prepare Datamart validation and certification as well as TDR reporting.
Assist with review of modification of cases (Hardship and Non-hardship), generate loss mitigation letters
Assists with follow-up with various action plans that transpire from the regulatory, audit and/or loan review examinations.
Backup for the review and maintenance of the Credit reports, New Money Approved/Closed & funded, Commercial & Consumer-Residential or other as requested
Backup for CRA monthly report submission.
May serve as back up for ordering of residential appraisals and update of log.
Support for Commercial Appraisal/ Appraisal review tracking.
Assist with loan processing as needed.
Support special Project and/ or audits as needed
Other Responsibilities:
Perform/ Assist with Check request, payment of invoices and GL reconciliations
Process deficiency payments
Review the monthly covenant report for accuracies, changes and updates,
Review ONBASE system file upload accuracy.
Independent Judgement:
Exercises a moderate degree of discretion and judgment. Works within assigned parameters always consulting supervisor on variances or situations where decision making is required.
Supervisory Responsibilities:
This job has no direct supervisory responsibilities.
Impact of Errors:
The impact of errors of this position could affect essential activities of administrative, operational or business nature that have a considerable economic impact.
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.
Specific vision abilities required by this job include close vision and distance vision. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to standard walk. May be requiredto lift and move boxes or packagesnot exceeding 10 pounds in weight.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Employees in this job work in an office environment with a comfortable room temperature, good lighting, and quiet conditions. May be exposed to external elements when visiting other bank premises, government agencies, etc., as needed.
Competencies:
The competencies detailed below are the behaviors to be exhibited by the incumbent while performing his/her duties as relates to our corporate values, culture and philosophy.
Strong analytical and problem-solving skills
Well-developed written communication and verbal presentation skills.
Able to handles stress, flexible working hours.
Attention to details.
Good communication skills
Customer service oriented
Minimum Requirements
Bachelors in Business, finance or related field or relevant experience. Minimum of 3-5 years of experience working in a financial institution setting with knowledge of the loan documentation, financial information and or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is required. Microsoft Office proficient (Word,Excel, PowerPoint). CustomerService oriented. Availableto work overtime, when required. Ability to manage multiple priorities, organize daily tasks and meet deadline sin a high-volume environment.
Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not indented to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.
EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
Customer Success Specialist
Customer support specialist job in Miami, FL
Job Title: Customer Success Specialist
Type: Full Time
Client Overview: Our client is a Miami-based startup transforming how people interact with government services. Using advanced AI, they streamline complex processes like passports, visas, and vehicle registration - making them faster, easier, and stress-free. Their vision is to make the customer experience seamless through our marketplace of trusted couriers.
As a Customer Success Specialist, you will balance quality service with high-volume output - making 150-200 outbound calls per day. It is crucial keeping the conversations focused, efficient, and results-driven. Success in this role means helping customers complete their applications, preventing cancellations or refunds, and maintaining a positive experience throughout. Most customer interactions are managed by our AI platform, in this role you will join a dedicated on-site team that handles escalations, retention outreach, and follow-up calls requiring a human touch. This is a fast-paced, performance-driven position where communication skill, focus, and consistency directly impact success. Being on time, maintaining impeccable attendance, and taking full responsibility for your performance are essential.
Responsibilities
Make and manage a high volume of outbound calls (150-200 daily) through our AI platform
Guide customers through passport, visa, and registration applications
Maintain efficient call pacing - balancing quality, empathy, and productivity
Focus on retention and refund prevention, resolving concerns quickly
Document outcomes and feedback to improve AI workflows and customer experience
Collaborate with teammates and product teams to enhance customer journeys
Be punctual, reliable, and accountable every day
Qualifications
1+ year in a customer success, sales support, or call center environment
Proven ability to manage high call volume with professionalism and consistency
Strong verbal communication and persuasive problem-solving skills
Experience with CRM or AI-driven tools (training provided)
Excellent time management - able to stay productive and keep calls concise
Dependable, punctual, and responsible with a strong work ethic
Positive, team-oriented attitude with a competitive edge
Bachelor's degree preferred but not required
Must be legally authorized to work in the U.S. (background check required)
Compensation & Benefits
💰 $50,000/year
🚗 Parking pass provided
🍳 Complimentary breakfast and snacks
🩺 Aetna Health, Vision, Dental, and Life Insurance
🏖️ 10 PTO days per year + most federal holidays off
📈 Growth opportunities within a high-performing startup
Why Join Our Client? You will be part of a team where speed, accountability, and service quality go hand in hand. You will help customers complete essential government services while contributing to a fast-scaling company that blends AI efficiency with human empathy.
Customer Service Representative
Customer support specialist job in Cooper City, FL
Licensed Insurance CSR/Agent (Homeowners-Focused)
Full-Time | In-Office | Cooper City, Broward County, FL
Do you love helping people, staying organized, and making insurance feel human? We're looking for a friendly, licensed pro to join our in-office crew and take amazing care of our clients-mostly personal lines, especially homeowners. If you're more service than sales and like a little office fun with your files, let's talk.
What You'll Tackle:
- Fix policy hiccups, answer client questions, and work those remarkets like a champ
- Client emails and phone calls
- Be part of a team that actually enjoys showing up
What You Bring:
- Active 2-20, 20-44, or 4-40 ready to upgrade within a few months
- 1+ year of insurance service
- You're detailed, dependable, and drama-free
What You'll Get:
- $27/hour starting pay (negotiable)
- Monthly retention bonuses for great client service
- Additional in-office bonus for licensed full-time staff
- $110/week for health + $10/week cell phone reimbursement
- $10/week toward AFLAC of your choice
- 401(k) available
- 11 paid holidays, growing PTO, and actual lunch breaks
- Weekly office snacks, lunches & bingo with cash prizes
- Occasional work-from-home flexibility (like when life happens)
Ready to join a team that gets stuff done, treats people right, and laughs along the way? Send your resume to ************************, or text ************. Let's make insurance more awesome together!
Bilingual Customer Service Representative
Customer support specialist job in Fort Lauderdale, FL
Bilingual Customer Service Representative
$20-21 Hourly Based On Experience
Looking to HIRE RIGHT AWAY!!
Shifts:
Monday-Friday: 9am-6pm
Saturday: 11am-6pm
Must Haves:
Self-sufficient - Will be opening and closing by themselves
Basic computer skills to enter shipping/tracking information
Customer Service experience
Organized, reliable, & meet deadlines
Strong written and verbal communication skills
Ability to lift packages of 30-50lbs when needed
Bilingual in English and Spanish
Day to Day:
This is a huge opportunity to get your foot in the door with a large fortune 500 company. The associate will have the potential opportunity to eventually grow with the operations, finance, or marketing divisions of the company if desired. The Associate will be opening and closing the store each day. They will be helping take packages from customers and ensure the packages are logged correctly to end up in the right location. They will be servicing anywhere from 1-2 clients per hour and helping to create new shipment logs/labels. They will be able to reach out to other team members for any questions that need to be escalate
Customer Success Representative - Bilingual
Customer support specialist job in Miami, FL
Verifi Concrete is a leading provider of cutting-edge digital solutions for the concrete industry, revolutionizing how concrete is monitored, managed, and optimized. Our technology enables real-time tracking of concrete properties, enhancing quality control, efficiency, and sustainability across construction projects. With a strong focus on innovation, automation, and data-driven insights, Verifi Concrete empowers clients to reduce material waste, improve operational performance, and drive cost efficiencies.
As we continue our global expansion, we are looking for dynamic professionals to join our team and contribute to transforming the future of concrete & construction technology.
Candidate must be located in the Southern FL area with a preference of bilingual (English / Spanish)
Business Management:
Providing solutions for their businesses that are in line with value derived from Joint Business Plans with customer .
Monitoring competitor activity and ensuring appropriate action is taken.
Building long-term relationships with customers ensuring that value needs are fulfilled, helping provide process', structure and value support
Networking through active participation in industry association events and committee assignments
Working directly with Field Service Managers and Field Service Technicians to bring value to customer
Commercial & Excellence in Execution:
Actively works with other departments including Sales, Field Service, command center and R&D to ensure customer service needs are met. Identifies bottlenecks in service and works within the company to resolve issues
Works with Customer Success Manager to create process' and plans to promote value, derived from Joint Business plans with Client Engagement Managers
Coordinates initiatives with team members in Client Engagement and Customer Success Manager
Leads the development and implementation of the account plans and value actions. The assigned Account(s) initiatives and success will be the responsibility of the Customer Success Representative
Leveraging local relationships to generate leads in current markets up to the Client Engagement Manager and Business Development.
Is this job for you ?
Education
Required
High School Diploma or Equivalent
Preferred
Bachelor's Degree - Engineering or Business
Work Experience
Required
Microsoft Excel/Outlook
Bilingual - English / Spanish
Preferred
Business knowledge - Business, sales experience
5+ years of product engineering experience with electro-mechanical system, preferably in the industrial sector
3+ years Ready mix or equal experience
Tableau/Power BI
Licenses and Certifications
Osha 10 - Preferred
Customer Services Specialist
Customer support specialist 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.
PHS Customer Service Representative
Customer support specialist job in Miami, FL
BMI Companies, part of BMI Financial Group, Inc has nearly five decades of experience providing insurance and solutions for families worldwide. Specializing in high-quality Life Insurance, Health Insurance with global coverage, and Travel Assistance Plans, BMI is committed to innovating insurance products for the international community.
About the Role: The PHS Customer Service Representative will be responsible for providing high-quality service and support to our life insurance policyholders. He/she will be handling inquiries, processing policy change service requests, resolving issues, and delivering accurate information efficiently and professionally.
The PHS Customer Service Representative must be able to work in a high performance, customer-focused team environment, helping to maintain a positive customer experience while ensuring compliance with company standards and regulatory requirements.
This is a 100% IN- OFFICE opportunity - Applying candidates MUST live in Miami, FL and be fluent in Spanish and English.
Responsibilities:
Respond to incoming emails, calls, and inquiries from policyholders, agents, and other stakeholders.
Provide clear and accurate information regarding life plans, including billing, coverage details, and policy changes.
Process policy service requests such as beneficiary updates, payment method changes, address changes, policy assignments, in-force illustrations, benefit payments, and other policy changes.
Document all customer interactions and actions taken in the customer relationship management (CRM) system
Assist with outbound calls or follow-ups as required.
Provide limited customer service support to company local office affiliates.
Assist with special projects as assigned.
Contribute to team goals for service, accuracy, and customer satisfaction.
Qualifications:
Bilingual- Excellent written and verbal communication in Spanish and English a must.
Associate or Bachelor's Business Degree Preferred
Experience in customer service (minimum two years) preferably in the insurance or financial services sector.
Previous customer service experience with LATAM customers a PLUS
Knowledge of life insurance products and terminology.
Customer focused mindset with empathy and patience.
Ability to multi-task and manage time effectively.
Attention to detail and high level of accuracy in data entry and documentation.
Familiarity with CRM systems and Microsoft Office software
Committed team player who actively supports colleagues and contributes to team goals.
Receptionist - Financial Services
Customer support specialist job in Miami, FL
We are seeking a professional and friendly Receptionist to join our team, fully onsite in Brickell, FL. The Receptionist will be the first point of contact for visitors and provide administrative support across the organization.
Responsibilities
- Greet and welcome guests as soon as they arrive at the office
- Direct visitors to the appropriate person and office
- Answer, screen, and forward incoming phone calls
- Ensure reception area is tidy and presentable
- Provide basic and accurate information in-person and via phone/email
- Receive, sort, and distribute daily mail/deliveries
- Maintain office security by following safety procedures and controlling access via the reception desk
- Perform other clerical receptionist duties such as filing, photocopying, transcribing, and faxing
Qualifications
- Proven work experience as a Receptionist is required.
- Proficiency in Microsoft Office Suite
- Hands-on experience with office equipment (e.g., fax machines and printers)
- Professional attitude and appearance
- Solid written and verbal communication skills
- Ability to be resourceful and proactive when issues arise
- Excellent organizational skills
Customer Care Specialist
Customer support specialist job in Islamorada Village of Islands, FL
The Florida Sea Base is seeking a highly skilled professional to provide in-depth analysis of customer, product, and operational issues, and to resolve escalated problems of the highest complexity. This role ensures that customers receive exceptional service through efficient order processing, accurate correspondence, and seamless coordination with internal teams. A successful candidate for this role should possess a mix of technical expertise, customer-centric mindset, and leadership skills.
This is an ideal position for a professional looking to transition to the role of council program director or camp director.
This position reports to the Manager of Operations, Florida Sea Base.
Responsibilities
Serves as an escalation point for issues of the highest complexity; resolves conflicts involving scheduling, resources, or technical problems.
Provides analysis and audits on operational processes, call volume, scheduling, and staffing. Administers system modifications. Identifies areas for improvement and recommends process or system changes to management. Oversees or leads projects.
Provides workflow coordination, scheduling, and training to the customer service staff.
Performs other job-related duties as assigned.
Competencies
Knowledge of: Customer service best practices; relevant computer systems and applications; typical operational processes and procedures for addressing customer needs.
Skill in: Conflict resolution and de-escalation; problem-solving and critical thinking; active listening and empathy; communication, both written and verbal; teamwork and collaboration.
Ability to: Work independently and as part of a team; manage multiple tasks and prioritize effectively; analyze data and identify trends; recommend and implement process improvements and enhancements; empathize with the needs of customers and offer appropriate solutions or options.
Qualifications
Minimum of four (4) years of experience in customer service, ideally involving complex issue resolution and process improvement.
Must pass a criminal history background check.
Any work-related experience resulting in acceptable proficiency levels in the above Minimum Qualifications is an acceptable substitute for the above-specified education and experience requirements.
Preference
Bachelor's Degree in Business Administration or a related field from an accredited college or university is preferred.
Client Success Representative
Customer support specialist job in Miami, FL
Miami-Dade County, Florida
Are you a motivated and experienced healthcare services sales professional with high drive and energy, and a positive, resilient, can-do attitude? Do you have a genuine passion for helping to support Woundtech's mission to close the care access gap for those suffering from complex wounds? Are you currently or have you worked for an IPA, MSO or health plan in a provider relations or sales capacity? If the answer to these questions is yes, you might be a candidate for a mission-critical role at Woundtech!
Woundtech is seeking a highly motivated, experienced and results driven sales professional to join the Woundtech team as a Client Success Representative. In this role, you will play a crucial role in providing exceptional customer service and support to Woundtech's clients who refer patients to us for in-home, provider driven wound care services. Our referral partners include MSOs/IPAs, PCPs, Hospital Discharge Planners and Case Managers, Skilled Nursing Facilities, Home Health Companies, and Assisted Living Facilities.
As part of our close-knit team, we value strong team-focused players who excel in collaboration, transparency, resiliency, adaptability, tenacity, strong internal motivation, and a positive approach to problem solving.
Responsible for educating IPA, MSO and other referral sources about Woundtech's services and value, as well as assisting them on how to make referrals
Efficiently utilize Salesforce CRM before and after each call to maximize your effectiveness and help you more effectively understand which activities lead to results. Document and update client information accurately and in a timely manner in CRM (Salesforce) ensuring data integrity and confidentiality.
Develop and maintain a deep understanding of Woundtech's wound care offerings, becoming a subject matter expert
Utilize effective communication and exceptional sales skills to build strong relationships with clients and ensure their needs are met in a timely and professional manner.
Collaborate with internal Patient Care Coordination teams to coordinate referrals and ensure the smooth delivery of wound care to clients.
Develop and maintain relationships with providers connected with MSOs (Managed Service Organizations), IPAs (Independent Practice Associations), and healthcare delivery organizations in the Market such as hospital systems
Demonstrate a commitment to increasing access to care for wound care patients, advocating for their needs and actively promoting our services.
Proactively identify opportunities to improve client satisfaction and contribute ideas to enhance the overall customer experience.
Stay updated on industry trends, regulations, and best practices related to wound care and in-home care delivery
Be confident, polished, and professional in all interactions, driven to succeed, and able to navigate the complex healthcare landscape in the market.
Requirements-
Bachelor's or AA degree preferred
Strong preference for candidates with sales or provider relations experience within a MSO, IPA, Health Plan or other managed care focused entity
Will also consider candidates a referral driven healthcare services organization, calling on MSO and IPA clients.
Demonstrated high drive, energy, and passion for follow up, an uncompromising focus on providing exceptional care and customer service.
Excellent sales, communication, presentation, and interpersonal skills, with the ability to effectively communicate value-based information to health professionals including physicians and health care business professionals.
Strong organizational and time management abilities, able to handle multiple tasks and prioritize effectively.
Recognized as a leader on a team, ability to motivate peers to success with your positive energy and proven approaches-a true team player.
Demonstrated proficiency in using CRM, computer systems and software applications relevant to the role, including Salesforce.
Familiarity with providers, MSOs, IPAs, and other healthcare organizations in the Market.
Commitment to increasing access to care for wound care patients and improving healthcare outcomes.
Confidence, polish, and professionalism in all interactions.
Flexibility to adapt to changing priorities and a fast-paced work environment.
English and Spanish fluency
Benefits:
You will participate in a comprehensive incentive program that recognizes the impact of net referrals and starts of care on overall organizational success.
Unlock tiered performance bonuses for consistently meeting or exceeding targets.
Benefit from a supportive environment that recognizes and rewards a commitment to continuous improvement in sales and client success.
Competitive salary and benefits package.
Opportunities for professional development and advancement.
Collaborative and supportive work environment.
If you are a driven, results-oriented sales professional with a strong desire to make a difference in the lives of wound care patients and the payers and providers that support them, we encourage you to apply. Your expertise will be highly valued as we strive to provide exceptional care and support to our clients. Join the Woundtech team and be part of our mission to increase access to care for complex wound care patients!
Woundtech provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Account Service Representative -Field Sales
Customer support specialist 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.
January start date
Customer Service Representative
Customer support specialist job in Deerfield Beach, FL
We are seeking a
Customer Service Representative
will be
fully on-site
at our Deerfield Beach, FL Corporate Headquarters.
Responsible for the timely and accurate processing of customer orders and for providing effective verbal and written communications with internal and external customers to support product selection, demand, and order fulfillment activities. Position reports to the National Customer Service Manager and provides very close liaison with the following departments: Sales, R&D, Production/Shipping & Receiving, Transportation, and Purchasing
What You Get To Do:
Enter and manage customer orders, sample requests, demo requests, credit, and debit memos in AS-400.
Act as the first point of contact for our customers and sales staff, including but not limited to: basic troubleshooting response and follow-up, providing technical data sheets/documentation, etc.
Provide the input and assistance required to accurately and timely process, update the Customer Claims Tracker and Claims/RMA forms as needed, investigate, and resolve customer satisfaction issues.
Provides support for avoiding and eliminating aging and aged Finished Goods Inventory.
Assure that all internal/external inquiries are directed to the appropriate personnel for timely action. This includes inquiries from customers, sales representatives, management, etc.
Manage customer accounts professionally and efficiently.
Promote a proactive approach with customers to help reduce inventory levels, accounts receivable, and customer complaints.
Partner with the National Customer Service Manager to continuously improve the effectiveness of the Customer Service Department.
Promote the quality system through adhering to the elements of and being familiar with the philosophy, quality statement, quality manual, and procedures.
Manage sales solicitation of customer base, including existing accounts, dormant accounts, and potential new customers.
Determine customer satisfaction through the observation of daily communication and customer claims.
Supply quotes to Field Sales and to our customer base upon request.
Performs other duties as required
What You Bring To The Team:
High School Diploma or GED required.
Proficiency with Microsoft Office 365 Suite, including Outlook, Word, Excel, PowerPoint, and Teams.
Minimum of two years of industry experience or any equivalent combination of related training and experience.
Minimum of two (2) years' experience as a Customer Service Representative.
AS-400 or other CRM enterprise-wide system experience strongly preferred.
Bachelor's degree from a four-year college or university or the equivalent preferred.
Inside sales experience preferred
Take a look at why so many of our team members continue their careers with Mapei-Polyglass! Life at Polyglass
TEAM MEMBER RELATIONS SPECIALIST
Customer support specialist 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
Premium Cruise & Custom Vacation Consultant - Sunrise, FL
Customer support specialist job in Sunrise, FL
Salary Range\: $20.00 to $33.05 hourly + bonus + benefits
The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window\: https\://*******************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
This is a critical frontline role in our contact center, answering calls from our premium card members in a high-volume environment.
We pride ourselves on delivering a flawless service, as well as creating unique and exclusive experiences for our Platinum Card Members. Our Premium Cruise and Custom Vacation Consultants use their passion for travel to surpass Card Member expectations by designing unforgettable trips and memories for our Platinum Card Members. They are brand ambassadors who take pride in their ability to deliver personalized vacation using our best-in-class service, exclusive programs and premium benefits - inspiring long-term relationships and loyalty along the way.
If you have the desire to create extraordinary vacations for our valued Card Members, you are exactly who we are looking for. Delight Card Members with the unforgettable and unexpected.
As an American Express Premium Cruise and Custom Vacation Consultant, you never know what your day is going to entail. It could be a cruise, custom vacation, honeymoon, or a reunion to name a few. Here's just some of what you will be doing each day:
Deliver world-class customer service in an in-bound, high-volume travel call servicing environment
Using your exceptional consulting skills & industry knowledge to design unique travel & lifestyle experiences by expertly booking cruises, custom vacations, hotels, flights, and transportation arrangements anywhere in the world
Providing reassurance and creating rapport by listening to needs from the initial inquiry to the welcome home greeting
A flair for building long-lasting relationships through exceptional listening and communication
Networking with our destination and supplier partners which will enable you to provide extraordinary, perfectly implemented, experiences
Communicate new and existing product offerings and value propositions relevant to the Card Member
Always put the Card Member's experience at the forefront of everything you do, reinforcing the Membership First ™ approach and earning their dedication
Minimum Qualifications:
Minimum of 1 year of Cruise, Custom Vacations or Agency experience is required
Proficient understanding of world geography and emerging travel destinations
Resilience and composure to remain positive under pressure and in changing circumstances
Strong time management and multi-tasking skills
Positive attitude and outlook, demonstrated through desire to learn, willingness to ‘have-a-go' and optimistic teammate
Natural communicator with the ability to demonstrate listening skills and able to adapt conversation to suit the situation
Technically able and used to using computer applications and personal devices, can navigate PC and basic MS Office easily
Ability to thrive in a results-driven environment, with a healthy desire to meet and exceed goals
Flexibility to work shifts, including evenings and weekends
Hours of Operation (7 days/week):
Monday-Sunday; 8\:00am-11\:00pm ET
Auto-ApplyClient Specialist III
Customer support specialist job in Coral Gables, FL
The Client Specialist III position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc.).
Duties and responsibilities include:
* Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts;
* Assist Relationship Managers and Portfolio Officers in conducting the customer "onboarding" efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank's treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary;
* Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc.;
* Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents;
* Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing FedEx mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow;
* Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality;
* Monitor and manage overdrafts and past-due reports, which may include calling the customers;
* Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable;
* Prepare minimum balance covenant certificates;
* Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues;
* Organize detailed Organization Chart either provided or prepared along with preparing Adverse Media and Lexis Nexis;
* Review post-closing loan documentation collection and verification to maintain adequate quality controls;
* Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued.
Minimum Education and/or Certifications Requirements:
Bachelor's Degree required or pursuing a Bachelor's degree
Formal credit training is a plus
Minimum Work Experience Requirements:
3+ years of experience as a Lending Administrative Assistant
Technical and/or Other Essential Knowledge:
Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge
Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint
Client Success Specialist
Customer support specialist job in Miami, FL
Meet Guerra Wealth Advisors
At Guerra Wealth Advisors, we're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we've built a boutique firm that combines world-class financial expertise with a deeply personal touch.
We don't just advise - we educate, empower, and guide families toward financial confidence. Every conversation, every meeting, and every event reflects our core values of trust, integrity, and impact.
If you're seeking a role where you can truly impact people's lives, Guerra Wealth Advisors is where you need to be.
Role:
The Client Success Specialist at Guerra Wealth Advisors plays a vital role in strengthening relationships with our clients and prospects. This isn't a call center role - it's a relationship-driven position focused on building trust, gathering meaningful feedback, and generating referrals that help more families secure their financial future.
You'll serve as a friendly, professional connection point between our clients and our advisory team - collecting testimonials, reviews, and referrals while ensuring each client interaction reflects the Guerra standard of excellence. Through in-person meetings, phone conversations, and event engagement, you'll help our firm continue to grow through the power of authentic relationships.
If you have experience in the financial industry, particularly in retirement planning or investments, and you're looking for a unique opportunity to combine your client service skills with meaningful impact, this may be the perfect fit for you.
Responsibilities:
Build relationships with prospects and clients through professional, genuine communication.
Conduct client experience surveys and quality assurance follow-ups.
Collect testimonials, feedback, and reviews that showcase the Guerra client experience.
Handle incoming client service calls with warmth, empathy, and efficiency.
Proactively identify and pursue referral opportunities from satisfied clients.
Coordinate and follow up on each referral to ensure timely outreach and engagement.
Support marketing and educational events through pre-qualification calls and attendance.
Represent Guerra Wealth Advisors at client events with professionalism and enthusiasm.
Maintain accurate and detailed notes in the CRM system.
Update client and prospect records, run reports, and support data tracking initiatives.
Assist with marketing event preparation and prospect communication via phone, text, and email.
Participate in ongoing education and industry training to enhance your knowledge and contribution.
Perform other duties as needed to support the firm's client engagement strategy.
Requirements:
1+ years of experience in a client-facing role.
Experience in lead generation or referral-based roles (preferred).
Financial industry or retirement investment experience (preferred).
Excellent interpersonal skills with a natural ability to establish rapport and trust.
Strong phone presence and confident communication style.
Bilingual in English and Spanish (verbal and written) strongly preferred.
Tech-savvy with the ability to quickly learn new systems and software.
Positive attitude, team-player mindset, and a passion for personal growth.
Self-motivated, organized, and driven to exceed expectations.
What We Are Expecting:
Authentic, lasting relationships that strengthen client trust and satisfaction.
A consistent flow of client testimonials, reviews, and referrals.
Organized CRM documentation and data accuracy.
Visible contribution to firm growth through enhanced client engagement and referral activity.
Strong collaboration with advisory, marketing, and leadership teams.
Schedule:
Full-time, Hybrid role based in Miami, FL (combination of remote and in-office work).
Standard weekday schedule, with occasional evening events as assigned.
Compensation:
$45,000-$65,000 Annually (Base Salary + Commissions + Performance Bonuses)
Includes uncapped commission and incentive opportunities based on engagement and referral success.
Benefits:
Base salary plus uncapped commission and performance bonuses
Referral and business development bonuses
401(k) with company match
Health/Dental/Vision Plans offered
20+ combined PTO days (vacation, sick, floating holidays, birthday PTO)
Sponsored industry training and conference attendance
Access to personal financial planning services
Bonus compensation for certifications and licenses (Guerra Growth Lab)
Career advancement within a growing, established firm
Culture of continuous learning and professional growth
Guerra Core Values
These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values - they'll live them daily.
Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft.
Your Words Matter: Speak with clarity and intent. Every word builds trust - or breaks it.
All for One, One for All: We win together. No egos, no silos - just teamwork and shared accountability.
Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done.
Do the Right Thing: Integrity first, always. Choose what's right over what's easy - even when no one's watching.
If you're ready to bring your financial expertise and relationship skills to a firm where experience truly matters, this is your opportunity to make a meaningful impact - for your clients, your career, and your future.
Apply today and help us continue redefining client success at Guerra Wealth Advisors.
Auto-ApplyCustomer Relations Specialist
Customer support specialist job in Fort Lauderdale, FL
Job DescriptionSalary: DOE
One Stop Pool Pros Inc., celebrating its 40th Anniversary this year, is the nationally recognized leader in commercial swimming pool and aquatic facility management. We take pride in fostering a collaborative and growth-oriented work environment. With over four decades of operational excellence, our team of aquatic experts has played a pivotal role in setting the standards nationally for all things aquatic. As we continue to expand our operations, we are looking for a highly motivated and detail-oriented individual to join our team as a Customer Relations Specialist.
"Dive into Excellence with One Stop Pool Pros Inc."
Position Overview:
One Stop Pool Pros Inc. is seeking a dedicated and motivated individual to join our team as a Customer Care Specialist in our Oakland Park, FL office. This position offers the opportunity to provide exceptional customer service, facilitate proposals, and support business development efforts. Fluency in English and Spanish is preferred, and experience as a proposal facilitator is a plus.
Primary Duties and Responsibilities:
Answer phone calls from customers regarding service and work, providing efficient solutions and responses.
Write responses to customer solicitations such as daily work bids and Requests for Proposals (RFPs), adhering to RFP style guidelines and meeting all proposal deadlines.
Manage field efforts via electronic work order system and associated protocols.
Prepare daily follow-up logs for customer approvals and follow up with customers as required.
Edit documents for grammar, style, and content, ensuring compliance with RFP instructions.
Participate in Technical/Quality Reviews of proposals and assist with proposal production and shipping processes.
Develop and maintain databases of responses and work completion.
Perform other duties as assigned, including customer follow-up on outstanding approvals.
Job Requirements:
Strong computer skills, proficiency in cloud systems, and experience with Apple and MAC products.
Strong written communication, editing, and interpersonal skills.
Proposal experience is a plus, but not required.
Experience with Oracle is a plus.
Fluency in English and Spanish is preferred.
2-3 years of experience in customer service.
1 year of experience in proposal writing or editing.
Exceptional listening, writing, editing, and formatting skills.
Physical Requirements:
Qualified individuals must be capable of fulfilling the essential duties of the position, with or without reasonable accommodation. If an individual with a disability qualifies for the position, they may request adjustments to the job or work environment to meet their physical needs. We are committed to accommodating such requests, provided they are reasonable and do not pose undue hardship.
This position is predominantly sedentary, requiring the ability to work at a keyboard for extended periods with minimal interruption. Proficiency in keyboard operation is essential. Additionally, the role entails working under potentially stressful conditions in a fast-paced and dynamic environment with multiple priorities. Occasionally, the employee may be required to lift objects weighing up to 50 pounds.
How to Apply:
Interested candidates should submit their resume along with a cover letter expressing their interest in the position. We value diversity and look forward to welcoming talented individuals to our team.
Job Type: Full-time
References: Required
Compensation: Commensurate with Experience
Employment Type: Full-time
Benefits: Vacation Pay, Sick Pay, Discounted Benefits.
This role demands a keen eye for detail, a commitment to quality, and the ability to work effectively within a team. If you possess the required experience and skills, we invite you to apply and be part of our dynamic team dedicated to delivering excellence.
Client Specialist
Customer support specialist job in Coral Gables, FL
Schedule: Monday through Friday, 9:00AM to 5:00PM Provide assistance to Private Banking Relationship Managers. Key Responsibilities Include * Provide Lending Support to Private Banking Relationship Managers
* Review and Fund Loans
* Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
* Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency.
* Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services
* Authorize payment and fees of commercial client overdrafts
* Approve and process commercial client's withdrawals on lines of credit
* Communicate with clients, attorney's, insurance companies, title companies, and various other professionals
* Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC
* Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision
* Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents
* Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision
* Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients
* Open new accounts and ensure all required documentation is obtained from the client
* Process wire requests for clients.
* Assist other AAs and other departments with administrative support when needed
* Performs all other duties as assigned
Qualifications Include
* High school diploma or GED and 5+ years of experience or equivalent combination of education and experience
* Microsoft Office suite
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
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
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