Finance service representative jobs in Appleton, WI

Job Description Join The Insurance Resource as a Licensed Insurance Customer Service Representative in Kimberly, Wisconsin, where we believe in building meaningful customer relationships through exceptional service. Our team is dedicated to fostering a supportive and engaging environment that enhances both personal and professional growth. In this role, you'll have the opportunity to work directly with our clients, ensuring they receive the help and guidance they need with their insurance policies. We are searching for a communicative and customer-focused individual who can thrive in a collaborative setting. Your role will involve direct client interactions to solve inquiries, resolve issues, and provide excellent support. If you are committed to making a positive impact and enjoy helping clients, this position is perfect for you. Benefits Paid Time Off (PTO) Mon-Fri Schedule Retirement Plan Evenings Off Flexible Schedule Responsibilities Client Support: Provide exceptional customer service by addressing policyholders' queries and concerns promptly and professionally. Policy Management: Assist clients in understanding policy details and make necessary changes or updates as required. Claims Assistance: Guide clients through the claims process, ensuring all documentation is submitted accurately and timely. Problem Resolution: Collaborate with clients to resolve any issues related to their insurance policies effectively. Education: Educate clients about policy provisions, coverage options, and renewals to enable informed decision-making. Feedback Collection: Gather and report on customer feedback to improve service delivery and customer satisfaction. Requirements Licensing: Possession of a valid insurance license is mandatory. (However, if you are the right fit, we will consider helping you get licensed.) Experience: Proven experience in customer service within the insurance industry. Communication Skills: Excellent verbal and written communication skills. Customer Focused: A strong commitment to delivering exceptional customer service and ensuring client satisfaction. Problem-solving: Demonstrated ability to address customer inquiries and resolve issues effectively. Interpersonal Skills: Ability to build and maintain strong client relationships. Organizational Skills: Capacity to manage multiple tasks efficiently and prioritize work. Teamwork: Ability to work collaboratively with other team members in a dynamic environment. Tech Literacy: Familiarity with basic computer applications and customer relationship management (CRM) software.

Join our dynamic team! We are seeking enthusiastic individuals with exceptional customer service skills for exciting opportunities in the car rental industry. Become an integral part of a welcoming, supportive team committed to delivering outstanding customer experiences. As a Sales & Customer Service Representative, you will play a key role in assisting customers with their rental needs at our Appleton airport location. Your responsibilities include renting vehicles, promoting our products and services, processing rental contracts, and actively listening to identify customer needs. You will also upsell additional offerings to enhance their travel experience-all while providing friendly, efficient, and professional service. Candidates must be flexible to work any shift within our hours of operation, which are seven days a week from 8:00 a.m. to 11:45 p.m. Shift differential will apply for nights and weekends. Key Responsibilities: Assist customers in understanding our rental offerings, providing detailed information, and facilitating the rental process. Build and maintain strong customer relationships to ensure satisfaction and encourage repeat business. Clearly communicate and offer vehicle upgrades and additional products and services to enhance the customer's travel experience. Deliver accurate and comprehensive information, aiding customers in making well-informed rental decisions. Assist customers with vehicle exchanges, returns, future reservations, and any concerns they may have. Compensation & Benefits: Total Earning Potential: $45,000-$60,000+ per year. This will include an hourly base rate plus uncapped incentive bonuses for sales upgrades and additional services. Paid time off (PTO) that begins accruing from day one. Paid holidays, including your birthday! Comprehensive benefit package for full-time employees, including medical, dental, vision, life, and disability insurance. 401(k) retirement plan with generous company match. Employee discounts including discounts on car rentals and Avis/Budget vehicle purchases. Access to employee assistance program. Free parking. About us: Midwestern Wheels, Inc. is a proud licensee of Avis Budget Group, a leading provider of mobility solutions including Avis, Budget and Budget Truck brands. With over 65 years of experience and locations throughout Wisconsin, we are committed to delivering outstanding service and creating exceptional customer experiences. We have a loyal customer base because we truly care about our customers! At Midwestern Wheels, our culture sets us apart! Our employees are essential to our mission and are treated like part of the Midwestern Wheels family. We offer a supportive, respectful, and team-oriented workplace and invest in your success with training, professional development, and recognition for your hard work. Requirements Previous sales experience is beneficial but not required. Utilize proven sales techniques while consistently delivering exceptional customer experiences in a fast-paced setting. Demonstrate professionalism, enthusiasm, and outstanding communication skills with customers, colleagues, and management. Basic computer proficiency, including the ability to use email and reservation software. Strong problem-solving and conflict resolution skills. Minimum age of 18 and a valid driver's license with a good driving record. Salary Description $45,000 - $60,000 Annually

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.

MRC Global serves the oil and gas industry across the upstream, midstream and downstream sectors as well as the chemical and gas distribution market sectors worldwide. **Job Purpose** The Sales & Service Representative is responsible for delivering business-to-business customer service throughout the order process of pipe, valves, and fitting products (PVF). This role involves creating and entering quotes, processing customer orders, and resolving customer issues. It is critical in maximizing customer value while supporting MRC Global's strategies for safety, gross margin growth, and financial/operational performance. The Sales & Service Representative is responsible for delivering business-to-business customer service throughout the order process of pipe, valves, and fitting products (PVF). This role involves creating and entering quotes, processing customer orders, and resolving customer issues. It is critical in maximizing customer value while supporting MRC Global's strategies for safety, gross margin growth, and financial/operational performance. **Key Duties & Responsibilities** + Respond to customer quote requests by sourcing products from inventory or external suppliers. + Build quotes that create customer value and profitability for MRC Global. + Identify and pursue sales opportunities to support overall growth. + Engage proactively with customers, using product knowledge to recommend solutions. + Use MRC Global systems/software for quotes, order processing, vendor POs, and related tasks. + Adhere to customer contract requirements (pricing, freight, delivery, KPIs). + Monitor shipping/delivery status and communicate updates to customers. + Resolve customer concerns using a problem-solving approach. + Ensure quoted products comply with approved manufacturer lists (AML) or specifications. + Reference customer guides and consult with internal/external resources to enhance service. + Handle advanced customer needs (external labor, RMAs, PO changes, special invoicing). + Communicate professionally with customers, suppliers, and coworkers. **Education & Experience** + One (1) or more years in a customer-facing role, inside sales, or warehouse services; or recent completion of post-secondary education (Technical/Trade School, Associate or Bachelor's degree), preferably in industrial or sales fields. **Skills & Abilities** + Proficient in computer and software use. + Strong communication and knowledge-sharing skills. + Effective in one-on-one and small group presentations. + Detail-oriented with a sense of urgency. **Working Conditions** + Frequent driving/traveling. + Regular interaction with others. + Primarily desk/computer-based work. + Ability to sit/stand for extended periods. + For position-specific details regarding the physical and mental demands and working conditions, contact Human Resources. + Reasonable accommodation may be made to enable individuals to perform essential functions. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. California Employee Data Collection Notice (******************************************************************************************************* At MRC Global, you can build a satisfying career, while making a difference. You'll be rewarded for your contributions and encouraged to learn and grow. Most importantly, you'll be joining a team of people who care about each other sincerely, and who care about the communities where they live and work. We invest in the growth and professional training of our team members creating more opportunities in your career. We offer tuition assistance and career development to support your professional growth. **MRC Global** offers comprehensive benefits and incentives. We value your time and talent and know how to show our appreciation for having you as a part of our expanding global team. At **MRC Global** , we care about and value all employees. During life changes and challenges, our Employee Assistance Program is available to all employees and household family members to help resolve issues, connect with the right mental health professional or community resource, and to identify other support tools designed to help our team members. We care about our community and place a major focus on environmental and social responsibility. We are committed to our people, our communities and preserving our planet. As a part of our company's culture and efforts in preserving our environment, we are supporting our customers in the transition to green energy and decarbonization.

Shift Hours: Full-time, Part-time, As needed PRN; position has 12 hour shift requirements. R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. As our Customer Service Representative, you'll work to help our patients check into the hospital. It's fast-paced on occasion and you'll be the person they rely on to answer questions during registration. You'll build trust in these interactions by collecting information accurately and quickly but also by listening with compassion - not just to hear information, but to address their fears, concerns, and questions. To thrive in this job, you'll need to be a confident multi-tasker who is a quick study with technology and can type and answer phones. You don't need to have any previous experience or knowledge in healthcare. Since this is a hospital/lab environment, you will need to be prepared to see illness and injuries. We'll teach you everything you need to know, which makes this a perfect starting point to launch your healthcare career. You must also be up to date on all vaccinations, pass a drug test, and pass a background check prior to hire. Here's what you can expect working in Patient Registration (Customer Service): * Working on computers and answering phones to intake information in a busy environment. You'll work across multiple screens collecting details that must be input correctly between physician and nurse check-ins. You should feel comfortable working across multiple programs and typing as quickly as patients can talk. You will work around clinicians interrupting the registration process for emergent clinical care. * Helping people who may be very ill or worried. We're not human computers intaking information. Patients need you to be there for them and listen carefully to ease their anxiety. You'll ask follow-up questions and build rapport in real time. * Fast-paced work environment, often on your feet assisting patients complete their registration. While collecting patient and insurance information may seem straightforward, there is a lot of variation in health plans and coverage, that will require knowledge through training. While the data you collect may be predictable, the people you'll get it from aren't. You must work quickly and expect the unexpected. This is not a casual desk job. * A team you can rely on. We care about your progress toward career goals. This is just the first step of your healthcare career at R1 RCM Inc. Requirements: * High School Diploma or GED * Excellent customer service experience For this US-based position, the base pay range is $16.00 - $21.88 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook

Copart, Inc. a technology leader and the premier online vehicle auction platform globally, with over 200 facilities located across the world, Copart links vehicle sellers to more than 750,000 buyers in over 190 countries. We believe in providing an unmatched experience, every day and everywhere, driven by our people, processes, and technology. The Customer Service Representative (CSR) provides exceptional customer service to internal and external customers of Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. The primary function of this role is to obtain the release of vehicles that are located at body shops and/or other locations including residences. In addition to other office support functions as needed. The CSR is the face of the Company as they are often the first interaction our customers have with Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. Understanding client needs and offering solutions and support. Position may expand to include Chat and Email Customer Support. Answer and place calls in a professional manner. Measured on call quality -- (Knowledge, level of professionalism, time to place follow-up calls) Focus on a call resolution& use company resources to gather information and offer solutions to meet customer needs. Other duties as assigned. Required Skills and Experience: One year of office support experience in a customer service role preferred High School diploma Excellent customer service skills and attitude Excellent written and verbal skills Proficient with office equipment Attention to detail Problem-solving Computer proficiency - MS Suite Typing speed 45WPM Professional appearance Ability to multi-task in a fast-paced environment Bilingual skills a plus Occasional overtime as needed Pay $18.00 - $20.29 Benefits Summary: · Medical/Dental/Vision · 401k plus a company match · ESPP - Employee Stock Purchase Plan · EAP - Employee Assistance Program (no cost to you) · Vacation & Sick pay · Paid Company Holidays · Life and AD&D Insurance · Discounts Along with many other employee benefits. At Copart, we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully. E-Verify Program Participant: Copart participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program: E-verify Participation Right to Work

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.

Financial Services Representative ANSWERS TO: Billing Team Leader SUPERVISORY RESPONSIBILITY: None WORK HOURS: Full-time, Monday through Friday 8:00 a.m. - 5:00 p.m., 40 hours per week POSITION DESCRIPTION: Join our dynamic specialty medical practice as a Financial Services Representative, where you'll serve as a key liaison, assisting patients with account payments and managing all aspects of patient and insurance billing. In this role, you will: Facilitate patient payment coordination with clarity and professionalism. Oversee insurance billing processes to ensure accuracy and timely reimbursements. Address billing inquiries and support patients in navigating financial aspects of their care. Maintain compliance with billing regulations while optimizing efficiency. ESSENTIAL DUTIES AND RESPONSIBILITIES: (not limited to): Communicate with patients about their accounts via verbal and written correspondence. This role requires frequent telephone conversations. Prepare surgical estimates. Set up payment plans with patients. Process patient credit card payments. Work with attorney offices for resolution of patient accounts. Review monthly delinquency report. Refer delinquent accounts to collection. Review bankruptcy notices. Call insurance companies. SKILLS NEEDED: Work well in a team environment. Have basic knowledge of insurance plans (HMO, PPO, etc.) contracts, claims and payment processes. Have excellent computer and telephone skills. Have basic knowledge of medical office practices, terminology, and abbreviations. Have excellent communication/customer service. Must be able to clearly and precisely communicate with doctors, nurses, therapists, co-workers and patients. Adhere to OSHA, HIPAA, and MEDICARE guidelines. REQUIRED EDUCATION: High school or Equivalent REQUIRED EXPERIENCE: 1 to 20+ years BENEFITS INCLUDE: Health and Wellness Insurance (health, vision, dental), Disability Insurance (short-term and long-term), Life Insurance, Paid Time Off (vacation, sick and holiday), 401K/Profit Sharing plan.

This employee communicates with customers for the purposes of answering questions, resolving problems, determining ongoing and additional product/service needs, and supporting compliance to physician direction. JOB FUNCTIONS: Communicates with customers via inbound and outbound manual calls and outbound calls generated via automated dialer system Assesses customer need for additional products/services Assesses customer compliance with physician orders Answers questions and provides customer education regarding products/services Documents calls in computerized record keeping system Enters customer orders in computerized system Verifies and updates demographic information such as address and telephone number in computerized records

Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance Paid time off Training & development About Us At Leudtke Agency LLC, an American Family Insurance agency, we believe in protecting dreams and strengthening our community. Our team helps clients prepare for the unexpected while building lasting relationships. If youre friendly, organized, and love helping others, this is a great place to grow your career. What Youll Do Assist customers by phone, email, and in-person Handle policy updates, billing, renewals, and claims Help clients explore coverage options and prepare quotes Support agency goals through customer follow-up and partnering with sales leads Maintain accurate customer records and documentation What Were Looking For Excellent communication and problem-solving skills Friendly, detail-oriented, and dependable Comfortable using technology and learning new systems Prior insurance or customer service experience a plus Property, Casualty, & Life licenses preferred (well help you get licensed if not) Compensation & Benefits $35,000$50,000/year (base + commissions & bonuses) Paid training & licensing support Career growth within the Insurance industry Paid time off & consistent weekday hours Schedule MondayFriday | Full-Time | In-Office Why Youll Love Working Here Supportive, team-oriented environment Opportunity to learn and grow with a respected brand Meaningful work that helps people protect what matters most American Family Insurance, customer service, insurance sales, agency staff, account representative, licensed agent, property and casualty, insurance office, local insurance agency, insurance representative, service and sales

This employee communicates with customers for the purposes of answering questions, resolving problems, determining ongoing and additional product/service needs, and supporting compliance to physician direction. JOB FUNCTIONS: Communicates with customers via inbound and outbound manual calls and outbound calls generated via automated dialer system Assesses customer need for additional products/services Assesses customer compliance with physician orders Answers questions and provides customer education regarding products/services Documents calls in computerized record keeping system Enters customer orders in computerized system Verifies and updates demographic information such as address and telephone number in computerized records

Job DescriptionBenefits: 401(k) matching Paid time off ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 6 and 65 licenses preferred.

Why NEBAT? Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development. Position Summary As a Customer Service Representative, you will have the opportunity to create a difference in the lives of our customers every single day. You will be responsible for completing account transactions, offering appropriate bank products and services, opening new accounts, as well as providing guidance to help customers make decisions about their financial needs. Skills & Attributes Needed The following skills and attributes are needed to succeed in your banking career: Excellent customer service Attention to detail Great communication Ability to multi-task Problem solving skills Ability to work independently as well as part of a team Qualifications Ideal candidates will possess the following qualifications: Interpersonal skills necessary to relate to and empathize with other people and to maintain a friendly, cheerful, and courteous demeanor throughout the day. Maintain composure and professionalism under pressure, including the ability to effectively deal with unexpected situations and potentially difficult engagements and to maintain a cohesive work environment with coworkers. Maintain the highest level of confidentiality and discretion of customer and bank information. Show high attention to detail, with the ability to problem solve basic issues. Operate a computer and other standard office equipment. A high school diploma or equivalent. Cash handling and customer service experience. May require travel to neighboring offices for staffing coverage upon request. Benefits Offered National Exchange Bank & Trust offers a competitive benefit package including, but not limited to: Health, Dental, and Vision Insurance Health Savings Account with Employer Contributions Short and Long Term Disability Employer Paid Life and AD&D Insurance Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance 401(k) with Employer Match & Profit Sharing Paid Time Off Flexible scheduling Education Assistance Program Product & Service Discounts & more!

Why NEBAT? Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development. Position Summary As a Customer Service Representative, you will have the opportunity to create a difference in the lives of our customers every single day. You will be responsible for completing account transactions, offering appropriate bank products and services, opening new accounts, as well as providing guidance to help customers make decisions about their financial needs. Skills & Attributes Needed The following skills and attributes are needed to succeed in your banking career: Excellent customer service Attention to detail Great communication Ability to multi-task Problem solving skills Ability to work independently as well as part of a team Qualifications Ideal candidates will possess the following qualifications: Interpersonal skills necessary to relate to and empathize with other people and to maintain a friendly, cheerful, and courteous demeanor throughout the day. Maintain composure and professionalism under pressure, including the ability to effectively deal with unexpected situations and potentially difficult engagements and to maintain a cohesive work environment with coworkers. Maintain the highest level of confidentiality and discretion of customer and bank information. Show high attention to detail, with the ability to problem solve basic issues. Operate a computer and other standard office equipment. A high school diploma or equivalent. Cash handling and customer service experience. May require travel to neighboring offices for staffing coverage upon request. Benefits Offered National Exchange Bank & Trust offers a competitive benefit package including, but not limited to: Health, Dental, and Vision Insurance Health Savings Account with Employer Contributions Short and Long Term Disability Employer Paid Life and AD&D Insurance Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance 401(k) with Employer Match & Profit Sharing Paid Time Off Flexible scheduling Education Assistance Program Product & Service Discounts & more!

Job Description Welcome to Brian Van De Hey Insurance, a trusted name in the insurance industry, located in De Pere, Wisconsin. We are eagerly seeking an enthusiastic Insurance Customer Service Representative to join our dedicated team. As an integral part of our company, you'll have the opportunity to positively impact our clients' lives by providing outstanding service and support. Our office environment is friendly, and we pride ourselves on our personalized approach to customer care. You'll have the chance to grow your skills and knowledge in a positive atmosphere where collaboration is integral to our success. If you are passionate about helping others and eager to be a key player in our team, we would love to hear from you! Base salary is $20 hr for newly licensed inexperienced applicants. Base salary for experienced applicants can start up to $28 hr. Bonus opportunities available Office Hours Monday-Thursday 8:30am-4:30pm Friday 8:30am-12:30pm Benefits Hourly Base Salary + Bonus Opportunities Hands on Training Retirement Plan Evenings Off Mon-Fri Schedule Paid Time Off (PTO) Weekends Off Paid Holidays Holidays Off Pay Raise Opportunities Employee Discounts Work-Life Balance Mon-Thur 830-430 Fri 830-1230 Responsibilities Client Assistance: Provide top-notch assistance to clients, answering inquiries and resolving issues related to their insurance policies. Claim Processing: Guide clients through the process of filing insurance claims, ensuring that they understand the steps involved and receive timely updates. Policy Management: Help clients with policy amendments, renewals, and cancellations as needed. Problem Solving: Utilize problem-solving skills to offer practical solutions to clients' challenges, ensuring satisfaction. Documentation: Maintain accurate client records and document interactions for future reference. Team Collaboration: Work effectively with team members to provide a cohesive and seamless customer service experience. Requirements A Property & Casualty insurance license is required to get within 6 months.. Prior insurance experience is preferred. Organizational Skills: Effective time management skills to balance multiple tasks and priorities efficiently. Problem-Solving: Ability to promptly understand and address customer concerns with effective solutions. Detail-Oriented: Keen attention to detail to ensure accuracy in data entry and policy customization.

Who are we? Evolution Group Consulting is a rapidly growing marketing firm, servicing the greater Appleton area, that specializes in promotions and hosting special events. Our company develops campaigns to increase market share and public awareness for some of the area's most prestigious clients. We have excelled and rapidly expanded this past year due to our ability to grasp our clients' marketing needs and fulfill them through our technique of reaching the public directly. By developing unique, creative advertising campaigns, we have executed new marketing strategies with resounding results in lead generation and new customer acquisition. Our goals are to work on expanding our offices even further this year. Expansion requires us to begin scouting for new managers, account executives, and retail sales representatives for our offices. Since every opening is ENTRY LEVEL we do not require that you have any prior marketing, management, or sales experience. (Although, any previous experience will be taken into consideration!) Job Description WE ARE SEEKING TO ADD NEW TEAM MEMBERS IMMEDIATELY! Evolution Group Consulting is looking to fill several full-time positions in retail-based sales and customer service. We are specifically looking for individuals that are career focused with an upbeat personality and outstanding people skills. We train and coach our team members with the technical skills they will need to excel in the program. These positions are all entry-level and are ideal for someone with experience in the restaurant, bartending, or retail industries and looking to make a professional shift! What You Would be Doing: Acting as the first point of contact with customers and representing our company brand Asissting with any questions or concerns customers may have Promoting sales and informing customers of special offers Maintaining existing customer relationships to the highest standard Working with marketing team to generate leads and analzye the market Keep up a positive attitude and friendly disposition (: Our training is designed to focus on the individual, using your strengths to help build up your weaknesses. Promotions are based on how quickly you grasp information, generate goal results, and your ability to mentor other individuals - not how long you have worked in our offices. LET US HELP YOU START YOUR CAREER! BENEFITS: * Unlimited Growth Potential * 3 weeks fully paid training program * Energetic Work Environment * Professional Skills Coaching * Management Training * Guaranteed Base Pay & Commission Structure ($10-$15/hour) * Chance To Work With Some Of The BEST In The Advertising Industry! * Opportunity to travel internationally NOW INTERVIEWING! Qualifications REQUIREMENTS: We are looking for individuals that possess the following: * The ability to be coached * The desire to succeed * A winning work ethic * A competitive mindset * Flexible availability Additional Information All your information will be kept confidential according to EEO guidelines.

Elevate your professional journey as an HVAC CSR - Customer Service Rep at Wesley Heating & Cooling! Nestled in the heart of Green Bay, Wisconsin, we're seeking a dynamic individual to join our esteemed team. Brace yourself for a competitive salary ranging from $18 to $23 per hour, complemented by a comprehensive benefits package featuring health insurance, paid vacations, and a 401k plan with an impressive 10% company match. If you're ready to make a mark in the HVAC industry, continue reading-your next career move awaits. ABOUT OUR COMPANY Wesley Heating & Cooling is all about comfort. Our mission is to excel in HVAC services, specializing in residential and light commercial clients. From furnaces to indoor air quality solutions, we're dedicated to keeping our community comfortable. We're a locally owned family company, providing top-tier service rooted in professionalism, technical expertise, and unwavering customer satisfaction. With an impressive 98% client satisfaction rating, we're industry leaders. If you seek a company valuing your expertise and fostering inclusivity, Wesley Heating & Cooling awaits your contribution! DAY-TO-DAY As the HVAC CSR - Customer Service Rep, you'll enjoy a full-time commitment from 8 am to 4:30 pm, offering you a balanced work-life harmony. Picture yourself orchestrating excellence in HVAC service satisfaction. Your day commences with precision as you answer calls, meticulously schedule service appointments, and ensure seamless communication between clients and our skilled technicians. A call comes in-a satisfied client commending your exceptional service coordination. Your day unfolds as a symphony of organization, dispatching, and delivering unparalleled customer experiences. As the HVAC CSR - Customer Service Rep, you are the linchpin, ensuring Wesley Heating & Cooling stands out in every client interaction. MINIMUM REQUIREMENTS TO BE CONSIDERED High school diploma Experience dealing with clients Data processing skills and familiarity with Microsoft Office products Above-average communication skills Preferred qualifications? We're impressed if you've got experience booking and dispatching calls, the ability to type sales agreements, and can handle a sometimes fast-changing environment. Does this sound like the right fit for you? If so, and you meet the above requirements, apply now with our quick, mobile-friendly initial application. Don't wait, we want to hear from you today!

Job DescriptionSummary The Customer Service Representative handles more complex customer accounts.. This role manages escalated issues, coordinates closely with cross-functional teams, and ensures a seamless customer experience. Primary Duties & Responsibilities Manage customer accounts, including more complex orders and projects. Coordinate with Sales, Design, and Production teams to meet unique customer needs. Assist in resolving escalated customer concerns, ensuring timely and effective solutions. Maintain accurate customer data and order histories within the system. Help identify opportunities for improving customer satisfaction and process efficiency. Process orders, changes, and cancellations accurately. Update customer account information and maintain accurate records. Resolve basic product or service issues and escalate complex cases as needed. Assist with general administrative tasks in the department. Perform all other duties as assigned. Education & Experience High school diploma required; Associate's degree preferred. 2-3 years of customer service experience, preferably in manufacturing or corrugated packaging. Experience managing more complex customer accounts preferred. Required Skills / Abilities Strong problem-solving and critical-thinking abilities. Proficiency with Microsoft Office and customer service systems. Excellent communication and relationship-building skills. Ability to manage multiple priorities in a fast-paced environment. High attention to detail and accuracy. Physical & Travel Requirements Prolonged periods of sitting and computer use. Occasional lifting up to 15 pounds. No travel required. EE Statement L&M Corrugated Container Corporation is an equal opportunity employer. Powered by JazzHR ANRcWF9SDU

Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by receiving members in person and by telephone and meeting all of their needs and requests in the areas of consumer lending and new accounts. Promotes products and services in a professional and effective manner. Essential Responsibilities Concentrates on building financial relationships with members, using a member advocacy approach. Educates members about Home Banking, E-Services and other products. Promotes applicable Credit Union products and services to new and existing members, presenting necessary information suited to members' needs, including but not limited to all types of consumer loans, debt protection, GAP, shares, sharedrafts, share certificates, IRAs, credit cards, home banking, debit cards, and direct deposit. Maintains an effective working knowledge, including the technical aspects of the products listed above. Helps members determine the suitability of those products. Accurately maintains and follows-up on all types of accounts on the computer system. Interprets key documents and makes decisions based on policies and member data. Corresponds with the membership on eligibility requirements for accounts and loans and denials of credit. Answers member questions as well as other employees' questions concerning the broad range of Credit Union products and information. Assists in preparing procedures and documentation for the position. May be required to handle teller functions, including responsibility for a cash drawer. May be required to open/close branch, following all applicable procedures and policies. May assist in training new employees Necessary Experience and Qualifications Ability to read, write, and comprehend detailed and technical instructions, short correspondence, and memos; the ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education. Ability to pass a federal criminal background check and be listed on the Federal Mortgage Loan Officer registry as required by The S.A.F.E. Act. Ability to operate an on-line computer terminal, word processing, email, and adding machine as normally acquired through a basic course or one to three months of on-the-job experience. Comprehensive knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience. Ability to concentrate on and pay close attention to detail for over fifty percent of work time. Must be able to closely examine documentation. Requires a high degree of accuracy. Analytical ability necessary to research and resolve member problems and determine the appropriate course of action. Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members in various degrees of stressful situations. Requires strong communication/listening skills to deal diplomatically and effectively with sensitive situations. Demonstrates strong motivation and sales skills. Ability to exercise a high degree of independent judgment when addressing member concerns. Must be supportive of the overall business objectives. Work Environment and Physical Requirements Office environment with moderate level of noise. Frequent use of telephone, copier, computer, fax machine and other office machines. Prolonged sitting or standing. Frequent mental and visual concentration. Occasional travel for training, meetings, and assisting other branch locations. The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.