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  • Finance Representative

    GE Appliances 4.8company rating

    Finance service representative job in Carolina, PR

    At GE Appliances, a Haier company, we come together to make "good things, for life." As the fastest-growing appliance company in the U.S., we're powered by creators, thinkers and makers who believe that anything is possible and that there's always a better way. We believe in the power of our people and in giving them the freedom to explore, discover and build good things, together. The GE Appliances philosophy, backed by three simple commitments defines the way we work, invent, create, do business, and serve our communities: we come together, we always look for a better way, and we create possibilities. Interested in joining us on our journey? The Finance Representative will play a key role in supporting the GE Appliances Air & Water Pro Solutions Stores by ensuring efficient order processing and maintaining financial accuracy. This position is responsible for assisting with inventory control, maintaining precise financial records, and supporting the resolution of discrepancies in the accounts receivable reconciliation process. The role ensures compliance with internal policies and procedures and reports directly to the Controller. This position is based at the GE Appliances office in Puerto Rico Position Finance Representative Location USA, Carolina, PR How You'll Create Possibilities Essential results-based duties * Provide guidance and support to Pro Solution Store Representatives in addressing any discrepancies and exceptions to ensure proper and timely processing of orders. * Lead review of daily log payments from Pro Solution Stores to ensure all stores have submitted timely. * Review Pro Solution Stores daily logs to confirm all receipts are properly recorded in Oracle to streamline monthly cash reconciliation. * Partner with Pro Solution Stopres to manage and support in Store inventory count process, including confirming adjustments have proper root cause analysis and have been made at system level. * Analyze Cash in Advance customer accounts to reconcile upon invoice issuance and support with other customer accounts as requested. * Support physical inventory count audit processes to ensure compliance with policies. * Support quarterly tracking of required documents to ensure validity of supplier/vendor data. * Assist all functional financial audit requests, both internal and external, while exemplifying both a strong sense of urgency and attention to detail in regard to all audit requests. * Utilize process improvement skills to simplify and improve accuracy and efficiency of overall monthly & quarterly closing, forecasting, and reporting rhythm activities. * Perform other tasks or special projects as assigned within the scope of Controllership/Finance. What You'll Bring to Our Team Position Requirements Minimum Qualifications: * Bachelor's degree in accounting, finance, business administration, or a related field. * 3 years of relevant experience in finance, accounting, or a related field. * Proficiency using MS Office suite applications (Outlook, Excel, PowerPoint) * Ability to work under pressure meeting tight deadlines * Demonstrated ability to adapt effectively to changing routines, peak workloads, and shifting priorities. * Skilled in building strong relationships and communicating across all levels of the organization. * Speed, accuracy and efficiency crucial - data entry * Ability to manage multiple priorities * Excellent verbal and written communication skills * Strong organizational skills with a proven ability to manage tasks, time, and priorities effectively. * Proficient in inspection techniques and quality assurance practices * Fully Bilingual - English & Spanish * Proven analytical, negotiation, and influencing skills * Accountable and willing to take initiative Preferred Qualifications: * Knowledge of US GAAP * Experience with Oracle Finance applications Working Conditions: * Working conditions are normal for an office environment. * 15% travel to store locations Our Culture Our work is centered on our People and Culture as reflected in our Zero Distance philosophy and we recognize the importance of reaffirming our commitment to inclusion and diversity (I&D). This underscores our commitment to fostering an environment where every individual feels valued, connected, and empowered to contribute, while positioning our organization to adapt seamlessly to the evolving needs of our workforce and communities. This reflects our dedication to creating solutions that: Empower colleagues by fostering an environment where all voices are heard, valued, and encouraged to contribute. Strengthen communities where we live and work. Reinforce a culture of belonging, purpose, and engagement. Reflect the diversity of the communities we serve through our workforce, products, and practices. By further embedding Zero Distance into our People and Culture framework, we will continue to build a deeply connected organization. We are cultivating a culture of engagement, belonging, and connection, because while attracting new talent remains a priority, retention is a cornerstone of our strategy. GE Appliances is a trust-based organization. It is important we offer our employees the flexibility they need to do their best work while balancing the needs of the business and individuals. When you join GE Appliances, you will have the opportunity to work with your leader to create a flexible work arrangement that balances the needs of the individual, team, and organization. GE Appliances is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Appliances participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S If you are an individual with a disability and need assistance or an accommodation to use our website or to apply, please send an e-mail to *******************************
    $46k-74k yearly est. 18d ago
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  • Customer Service Representative - Collections

    Ford Motor Company 4.7company rating

    Finance service representative job in San Juan, PR

    We are the movers of the world and the makers of the future. We get up every day, roll up our sleeves and build a better world -- together. At Ford, we're all a part of something bigger than ourselves. Are you ready to change the way the world moves? The Ford Motor Credit Company team helps put people behind the wheels of great Ford and Lincoln vehicles. By partnering with dealerships, we provide financing, personalized service and professional expertise to thousands of dealers and millions of customers in over one hundred countries around the world. **In this position...** + We are looking for collection representatives who will be responsible for taking inbound and making outbound customer phone calls to Ford Credit customers, dealers, insurance companies, or other third parties while maintaining high levels of customer satisfaction in a call center environment. + Representatives will navigate multiple systems to resolve many and varied phone calls related to vehicle financing or leasing. + The primary focus of a Customer Service Representative is to build customer relationships and brand advocates by servicing customers with honesty, expertise, and care. **What you'll do...** + Provide account support to identify solutions for customers with payment delinquencies. + Perform skip-tracing and collection duties to determine customer contact information and make account payments current. + Navigate through a variety of system applications while speaking with customers directly. + Display strong communication, analytical, and problem-solving skills to find solutions to bring accounts current. + Always remain empathetic and emotionally resilient when determining the best solution for the customer and Ford Credit. + Always maintain a professional demeanor (i.e., attendance, promptness, focus upon job and tasks, always working and contributing) + Show team spirit by respecting the needs of others, offering to help, and having flexibility by joining in team efforts to work during our busiest times (near the holidays, etc.). **You'll have...** + High School Diploma or equivalent combination of relevant education and experience. + Strong communication and organizational skills (oral and written). + Sales and negotiation skills to get commitments from customers. + Strong time management and follow-up skills. + Experience in automotive finance industries. + Proficiency PC and typing skills, i.e. Excel and Word + Initiative and ability to multi-task and problem-solve independently. + Independent and logical thinking to make fact-based decisions. + Interpersonal skills to work successfully in a large group. + Integrity, dependability, self-motivation, and drive to learn and improve. + Able to work a 40-hour work week plus overtime. + Must be available to work a flexible schedule Monday-Friday which will include some evenings, holidays, and Saturdays. Shift range: + Monday - Thursday: 8-hour shift, ranging from 8am - 8pm CST + Friday: 8-hour shift, ranging from 8am - 5pm CST + Saturday: 4-hour shift, ranging from 8am - 12pm CST **Even better, you may have...** + 2+ years of Collections experience You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Ford Motor Company, we encourage you to apply! As an established global company, we offer the benefit of choice. You can choose what your Ford future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a changemaker, a technical expert, a culture builder...or all of the above? No matter what you choose, we offer a work life that works for you, including: + Immediate medical, dental, vision and prescription drug coverage + Flexible family care days, paid parental leave, new parent ramp-up programs, subsidized back-up child care and more + Family building benefits including adoption and surrogacy expense reimbursement, fertility treatments, and more + Vehicle discount program for employees and family members and management leases + Tuition assistance + Established and active employee resource groups + Paid time off for individual and team community service + A generous schedule of paid holidays, including the week between Christmas and New Year's Day + Paid time off and the option to purchase additional vacation time. For more information on salary and benefits, click here: ***************************** This position is a range of salary grades SG3-SG4 . Visa sponsorship is not available for this position. Candidates for positions with Ford Motor Company must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, disability status or protected veteran status. In the United States, if you need a reasonable accommodation for the online application process due to a disability, please call **************. This position is hybrid. Candidates who are in commuting distance to a Ford hub location may be required to be onsite four or more days per week. \#LI-Hybrid #LI-FordCredit #LI-AW2 **Requisition ID** : 57417
    $23k-27k yearly est. 1d ago
  • Customer Service Representative (Call Center)

    Worldnet Telecommunications LLC 4.1company rating

    Finance service representative job in Guaynabo, PR

    We are an Equal Employment Opportunity Employer and take Affirmative Action to recruit Protected Veterans and Individuals with Disabilities. Attends all call types - from order status, billing balances and/or repair status. To create and maintain service documentations for a new service request, claim or technical situations using the systems assigned by the company. Orientation for a new services or rates plans. Perform outgoing calls to confirm completed service and repairs orders. Promote and develop the VISION of the company within the group. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. In charge of handling all external and internal Customer issues related to service via telephone calls, email or fax, analyze them using the operations systems and to reply any request with a time frame of 30 to 60 seconds. Maintain an average call monitoring percentage of no less than 85% (Satisfactory). Responsible to refer any situation to the right area/department using the operations systems provided. In charge to manage in excellence all the Customer calls following the VISION of the Company. Responsible of handling the assigned duties and follow the ongoing process according to the rules and procedures established in the Operations Department. Assist the Customer in billing, collections request, services orientation, order status. Handle customer calls of repairs, but not limited to, POTS, and SF services. Complete basic troubleshooting for POTS services. Responsible to realize outgoing calls to confirm service for repairs and service orders completed, provide status and testing. Responsible of reporting and escalating to the Specialist, Supervisor or Manager any unusual situation with the service identified while communicating and helping the Customer. Responsible of updating on a daily basis all the operations systems and related departments with the corresponding information and actions taken in a short, detailed and clear manner to facilitate reading and understanding. Responsible of processing investigations or special projects required by the Supervisor in the time frame indicated. Responsible of keeping the Call Center Area well attended all the time including supporting the team task when another customer representative is out of the office. Assist in training and orientation of the new employees. Support and inform other area/departments regarding the services issues. Performs all other duties as required. SUPERVISORY RESPONSIBILITIES This Job has no supervisory responsibilities QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Associates Degree and two years of call center/ customer service experience and/or training or equivalent combination of education and experience. 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. Performing the duties of this job requires the employee to sit, stand, and bend, and a normal range of hearing and vision. We are an Equal Employment Opportunity Employer and take Affirmative Action to recruit Protected Veterans and Individuals with Disabilities.
    $14k-21k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative

    Genpt

    Finance service representative job in San Juan, PR

    Under close supervision, the Customer Service Representative is responsible for accurately fulfilling customer orders and managing incoming customer calls. • Responds to basic customer inquires regarding products, provides quotes, and handles order entry. • Places customer orders via telephone, fax, email, electronic methods, or walk in (counter sales). • Influences Motion Industries' gross profit through negotiating the sale price and purchase price, within certain parameters. • May adjust non-contract customer pricing to meet the demands of the customer based on competition, while maximizing the profit for Motion Industries. • Builds customer relationships to drive repeat business by relating to the customer and drive process improvements. • Orders items to ensure appropriate inventory levels are maintained for customers. • May place orders without approval for orders up to $5,000 per line and $10,000 per purchase order. • Responsible for sourcing products in branch inventory, distribution center inventory or supplier inventory. • Determines the most cost effective shipping method for customer orders. • Partners with Account Representatives to ensure customer satisfaction. • Expedites backorders. May pull inventory and prepare order for shipment to customer. • May handle customer returns. • Performs other duties as assigned. EDUCATION & EXPERIENCE: Typically requires a high school diploma or GED and zero (0) to three (3) years of related experience or an equivalent combination. KNOWLEDGE, SKILLS, ABILITIES: • Reliability, organization, and attention to detail required. • Strong communication skills including written, verbal, and listening. • Ability to multi-task and time management skills required. • Moderate computer skills, including information processing, communicating internally and externally via email, using business systems and searching capabilities to find products on the internet. • Product knowledge is preferred. COMPANY INFORMATION: Motion Industries offers an excellent benefits package which includes options for healthcare coverage, 401(k), tuition, reimbursement, vacation, sick, and holiday pay. Not the right fit? Let us know you're interested in a future opportunity by joining our Talent Community on jobs.genpt.com or create an account to set up email alerts as new job postings become available that meet your interest! GPC conducts its business without regard to sex, race, creed, color, religion, marital status, national origin, citizenship status, age, pregnancy, sexual orientation, gender identity or expression, genetic information, disability, military status, status as a veteran, or any other protected characteristic. GPC's policy is to recruit, hire, train, promote, assign, transfer and terminate employees based on their own ability, achievement, experience and conduct and other legitimate business reasons.
    $13k-21k yearly est. Auto-Apply 54d ago
  • Customer Service Representative

    Adecco Us, Inc. 4.3company rating

    Finance service representative job in San Juan, PR

    Adecco is hiring immediately for Customer Service Representatives at United Healthcare in San Juan, PR. Customer Service Representatives handle essential tasks with one of our premier clients with starting pay at $13.00 - $13.50/hr depending on experience, plus available overtime. As a Customer Service Representative, you will provide phone support to address the needs of members or providers, taking care to thoroughly understand the type of assistance required, ask appropriate questions and listen actively to identify specific questions or issues while documenting required information in computer systems, research complex issues across multiple databases and work with support resources to resolve member or provider issues and/or partner with others to resolve escalated issues, may assist customers in navigating UnitedHealth Group websites while encouraging and reassuring them to become self-sufficient in using our tools, and may contact care providers (doctor's offices) on behalf of the customer to assist with appointment scheduling or connections with internal specialists for assistance when needed in a call center environment. Requirements: + High School Diploma/GED + Prior health care experience preferred + Previous Data Entry experience + Knowledge of medical or health insurance terminology preferred + 1+ years of customer service experience analyzing and solving customer problems OR 1+ years of experience in an office setting environment using the telephone and computer as the primary instruments to perform job duties + Intermediate Windows PC navigation proficiency or higher and ability to navigate in multiple systems + Bilingual Spanish/English proficiency What's in this for you? + Weekly pay starting at $13.00 - $13.50/hr depending on experience + Competitive benefits with options such as medical, dental, vision, and 401(k) Click on apply now for immediate consideration for these Customer Service Representative positions in San Juan, PR! **Pay Details:** $13.00 to $13.50 per hour Benefit offerings available for our associates include short-term disability and additional voluntary benefits including medical, dental, vision, life insurance, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave and Vacation Leave or any other paid leave required by Federal, State, or local law where applicable. Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ********************************************** The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: + The California Fair Chance Act + Los Angeles City Fair Chance Ordinance + Los Angeles County Fair Chance Ordinance for Employers + San Francisco Fair Chance Ordinance
    $13-13.5 hourly 16d ago
  • Customer Service Rep.

    Cai 4.8company rating

    Finance service representative job in San Juan, PR

    **Req number:** R6896 **Employment type:** Full time **Worksite flexibility:** Remote **Who we are** CAI is a global technology services firm with over 8,500 associates worldwide and a yearly revenue of $1 billion+. We have over 40 years of excellence in uniting talent and technology to power the possible for our clients, colleagues, and communities. As a privately held company, we have the freedom and focus to do what is right-whatever it takes. Our tailor-made solutions create lasting results across the public and commercial sectors, and we are trailblazers in bringing neurodiversity to the enterprise. **Job Summary** As the Customer Service Representative you will be the first point of contact for our providers, delivering exceptional support and addressing inquiries related to behavioral and physical health services. **Job Description** We are seeking **Customer Service** **Representatives** to join our team. In this role, you will be the first point of contact for our providers, delivering exceptional support and addressing inquiries related to behavioral and physical health services. This role is **remote** and **full-time. Due to our end client, clients must reside in North Carolina.** **What You'll Do** + Respond to provider questions,emails, and calls in a timely and professional manner + Assist with navigating and resolving a variety of issues, including claims and continuity of care + Work towards meeting and exceedingcall center metrics + Manage a high volume of inbound andoutbound callswith efficiency and courtesy + Maintain detailed records of interactions, transactions, and comments + Collaborate with Provider Relations and Contracts teams to ensure seamless service + Contribute to team efforts by accomplishing related results as needed **What You'll Need** Required: + High school diploma or equivalent; higher education or certifications inhealthcareorcustomer servicepreferred + Experience incustomer service, ideally in ahealthcaresetting + Strongcommunication skills, both verbal and written + Ability to handle stressful situations withpatienceand professionalism + Proficiency with computers and typicaloffice software + Knowledge ofhealthcaresystems and terminology is a plus + Flexibilityto work holidays and extended hours as required by the Department. **Physical Demands** + Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state, and local standards + Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc. + Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor **Reasonable accommodation statement** If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to application.accommodations@cai.io or (888) 824 - 8111. $17.00 per hour The pay range for this position is listed above. Exact compensation may vary based on several factors, including location, experience, and education. Benefit packages include medical, dental, and vision insurance, as well as 401k retirement account access. Employees in this role may also be entitled to paid sick leave and/or other paid time off as provided by applicable law.
    $13k-22k yearly est. 6d ago
  • Pharmacy Customer Service Assoc. Cert

    Walgreens 4.4company rating

    Finance service representative job in Fajardo, PR

    Job Objectives Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. In accordance with state and federal regulations, assists the pharmacist, under direct supervision, in the practice of pharmacy. Responsible for using pharmacy systems to obtain patient and drug information and process prescriptions. Job Responsibilities/Tasks Customer Experience * Engages customers and patients by greeting them and offering assistance with products and services. Resolves customer issues and answers questions to ensure a positive customer experience. * Models and shares customer service best practices with all team members to deliver a distinctive and delightful customer experience, including interpersonal habits (e.g., greeting, eye contact, courtesy, etc.) and Walgreens service traits (e.g., offering help proactively, identifying needs, servicing until satisfied, etc.). Operations * Provides customers with courteous, friendly, fast, and efficient service. * Recommends items for sale to customer and recommends trade-up and/or companion items. * Registers customer purchases on assigned cash register, collects cash and distributes change as requested; processes voids, returns, rain checks, refunds, and exchanges as needed. Takes customer to OTC aisle when possible to assist in locating products. * Keeps counters and shelves clean and well merchandised, takes inventory, and maintains records. Checks in and prices merchandise as required or as directed by store manager or communicated by the shift leader. * Performs duties as assigned by Pharmacy Manager, Staff Pharmacist and Store Manager including utilizing pharmacy systems to enter patient and drug information, ensuring information is entered correctly, filling prescriptions by retrieving, counting and pouring pharmaceutical drugs, verifying medicine is correct, and checking for possible interactions. Assists pharmacists in scheduling and maintaining work flow. * Reports, immediately, prescription errors to pharmacist on duty and adheres to Company policies and procedures in relation to pharmacy errors and the Quality Improvement Program. Reviews and complies with the Walgreen Co. Pharmacy Code of Conduct. * Strictly adheres to the Walgreen Co. policy regarding Good Faith Dispensing during all applicable prescription dispensing activities. * Handles telephone calls that do not require personal attention of the pharmacist, including those to physicians. * Processes (corrects and resubmits) manual claims for third party program prescription services in a timely and efficient manner, and performs other clerical duties, as assigned by the Pharmacy Manager. * Assists and supports Pharmacy Department on inventory management activities, such as, ordering, unpacking, checking and storing shipment of pharmaceuticals. Maintains knowledge of Company asset protection techniques, and files claims for warehouse overages (merchandise received, but not billed), shortages (merchandise billed, but not received), order errors or damaged goods involving Rx drugs. * Ensures compliance with state and local laws regarding regulated products (e.g., alcoholic beverages and tobacco products). * Constructs and maintains displays, including promotional, seasonal, super structures, and sale merchandise. Completes resets and revisions as directed. * Assists with separation of food items (e.g., raw foods from pre-cooked) and product placement as specified by policies/procedures (e.g., raw and frozen meats on bottom shelves). For consumable items, assists in stock rotation, using the first in, first out method and restock outs. * Has working knowledge of store systems and store equipment. * Provides customer service in the photo area, including digital passport photo service, poster print and creative machine, suggestive sell of promotional photo products. * Assumes web pick-up responsibilities (monitors orders in Picture Care Plus, fills orders (pick items), delivers orders to customers as they arrive at store). * Assists with exterior and interior maintenance by ensuring clean, neat, orderly store condition and appearance. * Complies with all company policies and procedures; maintains respectful relationships with coworkers. * Completes special assignments and other tasks as assigned. Training & Personal Development * Earns and maintains PTCB certification through the designated PTCB training program and/or state required certification/registration. * Attends training and completes PPLs requested by Manager or assigned by corporate and acquires continuing education credits. Maintains knowledge and skill in healthcare and pharmacy, including latest news and developments. About Walgreens Founded in 1901, Walgreens (****************** proudly serves more than 9 million customers and patients each day across its approximately 8,000 stores throughout the U.S. and Puerto Rico. Walgreens has approximately 211,000 team members, including roughly 85,000 healthcare service providers, and is committed to being the first choice for pharmacy, retail and health services, building trusted relationships that create healthier futures for customers, patients, team members and communities. Basic Qualifications * Must be fluent in reading, writing, and speaking English. (Except in Puerto Rico) * Requires willingness to work flexible schedule, including evenings and weekend hours. Preferred Qualifications * Prefer six months of experience in a retail environment. * Prefer to have prior work experience with Walgreens. * Prefer good math skills so they can fill prescriptions accurately, including counting, measuring and weighing medications. * Prefer good computer skills. * Prefer the knowledge of store inventory control. * Prefer PTCB certification. We will consider employment of qualified applicants with arrest and conviction records. An Equal Opportunity Employer, including disability/veterans. The actual compensation that you will be offered will depend on a variety of factors including geography, skills and abilities, education, experience and other relevant factors. This role will remain open until filled. To review benefits, please click here jobs.walgreens.com/benefits. If you are applying on a job board or unable to click on the link, please copy and paste this URL into your browser jobs.walgreens.com/benefits Salary Range: $16 - $18 / Hourly
    $16-18 hourly 3d ago
  • Customer Service Rep. - Insurance

    Tpis

    Finance service representative job in Carolina, PR

    The Customer Service Representative is responsible for assisting customers and prospects with information about the company's products and services. They address and clarify any questions from beneficiaries who have concerns. Resolves service needs by following established operational processes and service guidelines and documents the services provided to ensure the continuity of offerings by the Service Center. ESSENTIAL FUNCTIONS: Handles and resolves service requests from customers and prospects, including inquiries about the eligibility of policyholders and dependents, cancellation letters, changes to Independent Practice Associations (IPAs) and Primary Care Physicians (PCPs), issuance of duplicate cards, coverage certifications, beneficiary value programs, utility collections, premium collections, and reimbursement requests, among others. Prepares coverage certifications and letters of non-covered services, among others, according to the policyholder's request. Maintains updated the database regarding policyholder demographics information in the systems. Registers visitors in the system and evaluates each member's service situation before interaction to identify areas that need improvement and to determine the appropriate course of action, adhering to established standards such as wait times, service quality, transaction accuracy, and error rates. Logs cases in the system or applications, works the cases received through the Customer Relationship Management (CRM) case referral tool, keeps customers informed of the status, and notifies them of the outcome of the request. Documents in the system the steps taken to complete the service cycle complying with documentation parameters and preparing transaction reports. Handles calls from the Call Center of the company's different lines of business received from members who have questions, concerns, or discomfort about complex situations regarding benefits, processes, and coverage, among others. Ensures that any service cycle is completed for calls that could not be resolved during the first contact or for which there was a commitment to follow up with the customer. Refers to the corresponding unit the complaints received from policyholders, following the established protocol. Receives, documents, solves, and/or channels service requests from other departments to support customer retention, ensuring a response is received. Support other departments by completing Health Risk Assessment (HRA) calls. Education and Experience: Bachelor's Degree from an accredited institution. At least one (1) year of experience performing duties in a similar position in Customer Service areas, preferably in a Call Center in the Health Insurance Industry. OR Education and Experience: Sixty (60) college credits, equivalent to two (2) years of study or an Associate's Degree. At least two (2) years of experience working in Customer Service areas, preferably in a Call Center in the Health Insurance Industry. OR Education and Experience: High School Diploma. At least three (3) years of experience working in Customer Service areas, preferably in a Call Center in the Health Insurance Industry. Languages: Spanish - Intermediate (comprehensive, writing and verbal) English - Intermediate (comprehensive, writing and verbal) TPIS is an employer with equal opportunity in employment and take Affirmative Action to recruit Women, Minorities, Protected Veterans, and Persons with Disabilities.
    $13k-21k yearly est. Auto-Apply 13d ago
  • Customer Service Representative Bilingual

    3500 Square

    Finance service representative job in Arecibo, PR

    Customer Service Representative (Bilingual - English/Spanish) | Arecibo, Puerto Rico Clearance Requirement: Must successfully pass a federal background check with fingerprinting Work Authorization: U.S. Citizenship required 3500 Square LLC is seeking dedicated and bilingual Customer Service Representatives to join our on-site call center team in Arecibo, Puerto Rico. In this role, you will provide support to U.S. veterans by handling inbound calls, guiding them through processes, and ensuring they receive accurate information and assistance. This is a fast-paced, production-driven environment where strong communication, keyboarding accuracy, and multitasking skills are essential. Key Responsibilities Handle a high volume of inbound calls from veterans, providing clear guidance in English and Spanish. Accurately document call details and process service requests in company systems. Meet productivity and quality metrics (call handling, accuracy, timeliness). Maintain confidentiality and adhere to all compliance and security standards. Work collaboratively with supervisors and team members to ensure excellent customer experience. Schedule Second Shift: 11:00 a.m. - 8:00 p.m. (local PR time) Daylight Saving Adjustment: 12:00 p.m. - 9:00 p.m. (local PR time) Minimum Qualifications U.S. Citizen with ability to successfully pass a federal background check with fingerprinting. High School Diploma or equivalent required; Associate's degree preferred. Fully bilingual (English/Spanish) - must speak, read, and write fluently in both languages. Strong typing/keyboard skills and proficiency with Microsoft Office (Word, Excel, Outlook). Previous call center or customer service experience strongly preferred. Ability to work on-site in Arecibo, PR on a full-time schedule. Education & Certifications High School Diploma or GED required. Additional training or certifications in customer service, communications, or related areas is a plus. What We Offer Competitive hourly wage Paid holidays, vacation, and sick leave Health insurance and professional development reimbursement. Career growth opportunities in federal contracting services. How to Apply Make a difference by supporting veterans while building your career in a professional call center environment! Equal Employment Opportunity and E-Verify Statement 3500 Square, LLC is proud to be an Equal Opportunity Employer. We do not discriminate against any applicant or employee on the basis of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, protected veteran status, military status, citizenship status, or any other legally protected status, in accordance with federal, state, and local laws. As a federal contractor, 3500 Square, LLC complies with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act (VEVRAA), providing equal opportunity and affirmative action for qualified individuals with disabilities and protected veterans. All employment decisions are based on qualifications, merit, and business needs. Fair consideration is provided to all candidates, including U.S. citizens and nationals, as required by federal regulations regarding national origin discrimination. If you require a reasonable accommodation to complete the application process due to a disability, please contact our Human Resources team at ***************** or **************. 3500 Square, LLC participates in E-Verify. If E-Verify cannot confirm that you are authorized to work, you will receive written instructions and an opportunity to contact the Department of Homeland Security (DHS) or Social Security Administration (SSA) to resolve the issue before any employment action is taken against you, including termination. Employers can only use E-Verify after you have accepted a job offer and completed the Form I-9. 3500 Square, LLC is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
    $13k-21k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker- San Juan Corners Financial Center- Spanish Language Required

    Bank of America 4.7company rating

    Finance service representative job in San Juan, PR

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $43k-51k yearly est. Auto-Apply 60d+ ago
  • Core Sales Representative

    Unum Group 4.4company rating

    Finance service representative job in San Juan, PR

    When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: + Award-winning culture + Inclusion and diversity as a priority + Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability + Generous PTO (including paid time to volunteer!) + Up to 9.5% 401(k) employer contribution + Mental health support + Career advancement opportunities + Student loan repayment options + Tuition reimbursement + Flexible work environments **_*All the benefits listed above are subject to the terms of their individual Plans_** **.** And that's just the beginning... With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! **General Summary:** The Unum Sales Representative is responsible for contributing to sales goals, through building relationships with other insurance professionals - brokers, financial planners, agents, stockbrokers, consultants, enrollment firms and other Unum sales professionals. The Sales Representative is the marketing and technical expert who represents Unum, educating and motivating other professionals to sell our products to their clients with particular focus on selling the full portfolio of integrated products. The Sales Representative is responsible for achieving profitable revenue growth through ethical operations and balance of Unum's risk objectives with integrated sales goals attainment. This role is remote eligible, with preference for candidates based in or willing to relocate to Birmingham, AL. Existing remote employees and field-based employees are eligible to apply. **Principal Duties and Responsibilities** + Build, maintain and enhance strong producer relationships through superior product and services knowledge, territory management practices, and excellent customer service. + Achieve office and personal sales goals through consultation, negotiations and positioning of Unum offerings within profit and product design guidelines. + Identify and procure new customer sales opportunities in partnership with brokers in territory + Execute on the annual renewal strategy in support of office renewal goals. + Manage the inforce block of business to build new/integrated sales opportunities with existing clients + Manage a high volume quote/sales activity territory with primary focus on small to mid-sized employers + Represent both Group, Dental/Vision and Voluntary products in the local market + Operating within reliable business acquisition and retention processes, effectively utilize technology, financial analysis practices, marketing tools, and the support infrastructure, including full knowledge of the enrollment process to generate successful product and service solutions for our customers. + Effectively understand and collaborate with all Field and Home Office resources in the acquisition and retention of business. + Build strong field sales/service team partnership. Energize the sales, enrollment and service support team by clarifying the broader purpose and mission of their work. Encourage high standards of performance. + Develop solution selling skills by understanding employee benefit challenges and issues facing employers and provide solutions to these challenges. **Job Specifications** + Bachelors degree required + Licensed to solicit insurance in the states within assigned territory (use Field Comp Policy & Practice document for specific details on licensing requirements) + Able to articulate Unum's value proposition as it relates to employee benefits, exhibits a thorough, deep understanding of Unum's products and services + Ability to demonstrate a leadership presence with internal and external partners with strong ability to create relationships and be a team player + Superior interpersonal, communication and presentation skills + Ability to quickly analyze, adapt, incorporate and apply new information and concepts + Strength in applying accurate logic and common sense in making decisions + Ability to excel in a highly charged, fast paced environment, handling multiple, often competing priorities + Excellent time management, organization and project management abilities + Ability to aggregate a variety of statistical data and draw accurate conclusions + Demonstrate a willingness to experiment with new ideas, within acceptable boundaries + Full understanding of underwriting and risk concepts. + Demonstrate a "can-do" spirit, a sense of optimism, ownership and commitment + Ability to travel \#LI-FF1 -IN1 Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide. Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status. Annual Draw $65,000 - $90,000 This role pays an annual draw in the range above that pays out on a bi-weekly basis. The role is 100% incentive based, so this draw must be validated with actual sales production. Any compensation earned over and above the draw amount will be paid out in bonus 7 times a year. Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans. Company: Unum
    $65k-90k yearly 6d ago
  • Independent Sales Representative

    One Park Financial 3.7company rating

    Finance service representative job in San Juan, PR

    Job Description One Park Financial (OPF) is a leading FinTech company headquartered in Coconut Grove, Florida. We help small business owners access the working capital they need through a variety of flexible financing and funding options. We're expanding our presence in Puerto Rico and seeking motivated, entrepreneurial Independent Sales Representatives to join our growing team. This is a unique opportunity to work independently, earn uncapped commissions, and represent a trusted financial brand that supports small businesses. About this role As an Independent Sales Representative, you will be responsible for generating new business by directly engaging with small business owners across Puerto Rico. This is a door-to-door sales position that requires exceptional people skills, persistence, and a results-driven mindset. You'll have the freedom to manage your own schedule, build relationships within your community, and earn substantial commissions for every deal you help close. Why Join OPF as an Independent Representative Represent a respected FinTech brand that genuinely helps small business owners. High earning potential with uncapped commissions. Ongoing support from OPF's internal sales and funding teams. Opportunity to build lasting relationships and grow your own business network. Requirements Main Responsibilities Prospect and engage small business owners through door-to-door and in-person outreach. Educate potential clients on OPF's financing solutions and funding options. Build trust-based relationships with business owners to understand their needs and offer suitable funding products. Submit qualified leads and support clients through the application process. Collaborate with OPF's internal funding team to ensure smooth deal flow and successful approvals. Maintain consistent communication and follow-up with clients to maximize conversion rates. Represent OPF professionally and uphold company values in every interaction. Compensation Stipend Commission-based earnings. Earn up to 5% commission on all deals closed. Uncapped commissions - the more you sell, the more you earn. Requirements Based in Puerto Rico and willing to travel locally. Proven experience in door-to-door sales, field sales, or business development. Strong interpersonal and communication skills; confident engaging small business owners face-to-face. Entrepreneurial mindset with high self-motivation and discipline. Ability to work independently and manage time effectively. Reliable transportation. Bilingual (English and Spanish) **Required Familiarity with small business financing or financial services is a plus, but not required.
    $49k-60k yearly est. 5d ago
  • Sales Representative

    Reliable Enterprises Development (Red

    Finance service representative job in Bayamn, PR

    Job Description Reliable Enterprises Development (RED) Sales Representative // Full Time // Job Opportunity Company Profile We are a company committed to providing comprehensive support in managing and improving customer service for you, your users, and your business. We dedicate all our knowledge and experience to optimizing customer service strategies to increase response times, improve customer communication, and streamline support processes, always adhering to the highest standards of quality and service. Overview As a Sales Representative, you should identify and reach out to potential clients, understand their needs and requirements, compellingly present the company's Customer Service Center, negotiate and close deals, and provide ongoing support to ensure customer satisfaction. You are also expected to maintain strong relationships with existing clients, stay updated on industry trends and competitors, and collaborate with other team members to achieve sales targets and contribute to the company's growth. Strong communication, negotiation, and problem-solving skills, along with a customer-centric approach, are essential for success in this role. Duties and Responsibilities Interacts with prospects and or customers on one-to-one sessions, sales team meetings, and stand-up presentations. Explains the Contact Service Center process and benefits to customers to support their needs accordingly. Demonstrates in-depth product, market, and competitor knowledge. Proactively maintains abreast of changes in the Contact Service Center field. Maintains a continuous professional relationship with key opinion leaders in the medical community, among other industries. Addresses key customer needs by creating and successfully implementing business plans. Prepares and updates customer profiles. Maintains customer profiles and call notes. Sets the next call objective after every customer contact. Implement market development plans and strategies, as well as quarterly sales plans, to achieve sales goals and objectives. Evaluates results versus assigned objectives. Analyzes territory sales performance data and identifies areas for improvement. Develops and follows daily itinerary and routing schedule to meet call plan goals. Develops customer-specific team action plans with measurable outcomes and time frames. Work directly with prospects and or customers. Utilize approved sales collateral to support promotional and territorial needs. Key Credentials Bachelor's degree in Business Administration or related fields. Minimum of three (3) years of experience in sales and promotion of Contact Service Center, preferably. Prior experience in medical device services or business-to-business sales in the health sector is highly preferred. Strong data analysis, evaluation, and problem-solving skills. Fully Bilingual English/Spanish. Proficient in Microsoft Office (Word, Excel, PowerPoint) and Internet applications. Ability to meet or exceed sales targets. Ability to impact and influence key customers and opinion leaders. Selling and research skills. Ability to prioritize, assign, and allocate resources to gain maximum return. Communicate technical information effectively to target customers. Understanding of the local healthcare environment, customers, and competition is a plus. Work requires significant local travel, so you must have a valid Puerto Rico driver's license. Work irregular hours, weekends, and holidays, when necessary. Available to travel within the island 75% of the time. Equal Opportunity Employer
    $24k-47k yearly est. 20d ago
  • Sales Representative

    Nazareno Services

    Finance service representative job in Bayamn, PR

    Job Description Sales Representative Metro and North Central Area Who are we? We are the authorized distributor of the Diabetes medical equipment Dexcom (Continuous Glucose Monitor) and Tandem (Insulin Pumps), among other brands, in Puerto Rico and the Caribbean. Overview: Attend targeted meetings with physicians, associations, and related personnel to present product advantages and ensure follow-up is completed until the sales cycle is closed, thereby meeting the established Company goals. Responsibilities: Follow established promotional plans and strategies to sell the glucose monitor to potential customers through key physicians, office and nursing personnel, patients, associations, etc. Prepares, guides, and offers presentations to all potential clients and follows up on them. Establishes and maintains excellent business relations with all targeted providers and key personnel (e.g., community opinion leaders). Interacts with customers in one-to-one sessions, sales team meetings, and stand-up presentations. Explain treatment and benefits to customers to appropriately oversee their medical condition. Provides samples to physicians as applicable and maintains records and accountability for samples. Proactively maintains abreast of changes in their medical field. Creates detailed service business plans to serve key customers. Discusses characteristics and clinical studies about diabetes products with physicians and other potential customers (i.e., key opinion leaders and associations). Creates and maintains customer profiles and call notes, and sets the next call objective after every customer contact. Plan and direct strategies and projects that generate sales. Monthly evaluates results versus assigned objectives. Analyzes assigned territory sales performance data and identifies and shortly attends to areas for improvement. Develop, discuss, and report on sales efforts and the status of the weekly itinerary and routing schedule to meet call plan goals. Develop customer-specific team action plans to report results on a weekly basis. Educate physicians, patients, nurses, educators, and other referral sources regarding the importance of intensive diabetes management and continuous glucose monitoring for patients. Utilize approved sales collateral to support promotional and territorial needs. Represent the Company in industry events, like conventions, conferences, or any other activity where their assistance is required. Must comply fully and consistently with all company policies, procedures, applicable laws, and regulations to maintain appropriate business and employment practices. May carry additional duties and responsibilities as assigned, according to the requirements of education and experience mentioned in this document. Requirements: Bachelor's degree in business administration, pharmacy, science, marketing, finance, or related fields, or Associate's degree or two years of studies equivalent to 60 approved university credits. At least three (3) years of experience in sales or related areas, preferably with experience in Diabetes, Pharma, Science, or the Health Care industry. Minimum of two (2) years of experience in sales and promotion of products and services, preferably in the Diabetes and or health industry. Languages: Spanish - Advanced (comprehensive, writing, and verbal) English - Advanced (comprehensive, writing, and verbal) A valid driver's license in the Commonwealth of Puerto Rico. Demonstrates in-depth product, market, and competitor knowledge. Computer literate (Microsoft Office: Word, Excel, PowerPoint, Outlook, Teams). Ground Transportation required (car allowance provided). Excellent organization skills (monitoring and reporting). Ability to work collaboratively with colleagues and staff to create individual and team results (team-oriented environment). Solid research, analytical, and technical skills. Excellent communication, persuasion, negotiation, and leadership skills (able to sell the product, personalized service, and influence opinion leaders). Capability to manage priorities and workflow. Versatility, agility, and willingness to work within constantly challenging priorities with enthusiasm. Proven capacity to handle multiple tasks and meet deadlines while maintaining high-quality standards. Understanding of the local healthcare environment, customers, and competition. Flexibility to work irregular working hours, weekends, and holidays when required. Equal Opportunity Employer
    $24k-47k yearly est. 25d ago
  • BDC Sales Representantive

    Ricardo Caballero Auto 4.4company rating

    Finance service representative job in Barranquitas, PR

    The BDC Sales Representative interacts with prospective customers and customers who contact us via phone to learn about RCGA and their desire to purchase a car. Demonstrates and models the company values of high-quality service, integrity, respect, honesty and professionalism. Responsibilities: Review in the morning at 9:00 a.m. lead quantity and call customers Review new leads at all times of the day to call and refer Answer incoming calls, collect customer information, transfer calls to representative, Verify lead gogo where calls are coming from and add to system. Communicates with the lot and gives them information about the prospective customer. Ensure that the prospective customer is assisted by the Dealership Sales Executive (verify documentation) Follow up with the prospective customer to ensure that they have received assistance, if they purchased a car and if they did not, investigate the reason. Follows up on clients of the month in the Desk log. Follows up on folders (working, new, CRM sold) Contacts via telephone when the client does not attend the appointment, investigates and convinces him/her to attend. Meets the established quota of more than eighty calls per day. Collects complete client documentation. Understand: (Full name, number, email, unit of interest and town). Must document the details or conversation of each lead [client] in the CRM system. Comply with established procedures. Follows up on calls registered in Lead Gogo, verifying if they are added to the system correctly. Must punch/register 4 times daily, when entering, leaving to enjoy his/her break or end of shift. Must punch in his/her 15 minutes granted in the morning and in the afternoon to take a short break. Must be attentive to the training received. Comply with hygiene rules, wash hands, wear uniform well and free of stains or tears, clean and well-groomed hair for ladies - simple makeup, gentlemen if they have a beard, it must be well-groomed. Use the E-lead and Lead Gogo tool to access customer profile and always update their information, both platforms must also always be open. Access the car inventory and check that you have visible scripts for new and used cars. Confirm appointments scheduled for the next day. Validate missed calls from the previous day Make calls to customers who did not come to the lot and follow up. Make calls to customers who have not bought a car. Make calls to customers who bought, welcoming them to RCGA and thanking them for their trust. Make a report on the 15th and 30th of each month for Motorambar [sales traffic] in the case of the Nissan brand Other tasks can be assigned by your supervisor. Non-Essential Tasks Informs the client about the RCGA Credit Protection service and its benefits. Required Supervision: This position receives general direction from the BDC Manager. Requirements: High School Degree or Associate Degree in Business Administration [preferred] Six (6) months to one (1) year of experience in a similar position. Sales experience [preferred] Knowledge of E lead CRM Knowledge of Lead Gogo Basic knowledge of Excel and Word. Very good verbal and written communication in Spanish and English [preferred] Excellent interpersonal relationships. Ability to convince and negotiate. Mathematical skills [addition and subtraction] Computer skills and knowledge. Ability to understand and follow instructions. Ability to move to other work areas. Organized Results-oriented and team-work oriented Detail-oriented Job type: Full-time, Permanent contract Benefits: Professional development training. Private health insurance Uniform provided Christmas bonus Hours: Monday to Saturday One day off during the week and on Sundays Work location: On-site employment *Equal Employment Opportunity
    $19k-35k yearly est. Auto-Apply 51d ago
  • Claims CSR

    Harris Computer Systems 4.4company rating

    Finance service representative job in Florida, PR

    * Interpret contract benefits accurately to policyholder, agents, and providers with a positive and professional approach. * Provide claim status to policyholders or providers with a positive and professional approach. * Answer calls as required by company policy in a helpful, professional, timely manner. * Place outgoing calls as needed to provide or obtain information. * Document (written/on-line) all calls while in progress. * Transfer calls to employees in other departments as required to meet customer needs. * Fully document policy file or imaging system with all related material so as to leave a clear and concise audit trail. * Actively participate in cross training and group training sessions to maximize team efficiency and maintain or exceed service standards. * Communicate openly with Supervisor, Team Lead and other team members to ensure accurate responses and avoid duplication of efforts.
    $17k-25k yearly est. Auto-Apply 5d ago
  • Finance Representative

    GE Appliances, a Haier Company 4.8company rating

    Finance service representative job in Carolina, PR

    At GE Appliances, a Haier company, we come together to make "good things, for life." As the fastest-growing appliance company in the U.S., we're powered by creators, thinkers and makers who believe that anything is possible and that there's always a better way. We believe in the power of our people and in giving them the freedom to explore, discover and build good things, together. The GE Appliances philosophy, backed by three simple commitments defines the way we work, invent, create, do business, and serve our communities: _we come together_ , _we always look for a better way_ , and _we create possibilities_ . Interested in joining us on our journey? The Finance Representative will play a key role in supporting the GE Appliances Air & Water Pro Solutions Stores by ensuring efficient order processing and maintaining financial accuracy. This position is responsible for assisting with inventory control, maintaining precise financial records, and supporting the resolution of discrepancies in the accounts receivable reconciliation process. The role ensures compliance with internal policies and procedures and reports directly to the Controller. This position is based at the GE Appliances office in Puerto Rico **Position** Finance Representative **Location** USA, Carolina, PR **How You'll Create Possibilities** **Essential results-based duties** + Provide guidance and support to Pro Solution Store Representatives in addressing any discrepancies and exceptions to ensure proper and timely processing of orders. + Lead review of daily log payments from Pro Solution Stores to ensure all stores have submitted timely. + Review Pro Solution Stores daily logs to confirm all receipts are properly recorded in Oracle to streamline monthly cash reconciliation. + Partner with Pro Solution Stopres to manage and support in Store inventory count process, including confirming adjustments have proper root cause analysis and have been made at system level. + Analyze Cash in Advance customer accounts to reconcile upon invoice issuance and support with other customer accounts as requested. + Support physical inventory count audit processes to ensure compliance with policies. + Support quarterly tracking of required documents to ensure validity of supplier/vendor data. + Assist all functional financial audit requests, both internal and external, while exemplifying both a strong sense of urgency and attention to detail in regard to all audit requests. + Utilize process improvement skills to simplify and improve accuracy and efficiency of overall monthly & quarterly closing, forecasting, and reporting rhythm activities. + Perform other tasks or special projects as assigned within the scope of Controllership/Finance. **What You'll Bring to Our Team** **Position Requirements** **Minimum Qualifications:** + Bachelor's degree in accounting, finance, business administration, or a related field. + 3 years of relevant experience in finance, accounting, or a related field. + Proficiency using MS Office suite applications (Outlook, Excel, PowerPoint) + Ability to work under pressure meeting tight deadlines + Demonstrated ability to adapt effectively to changing routines, peak workloads, and shifting priorities. + Skilled in building strong relationships and communicating across all levels of the organization. + Speed, accuracy and efficiency crucial - data entry + Ability to manage multiple priorities + Excellent verbal and written communication skills + Strong organizational skills with a proven ability to manage tasks, time, and priorities effectively. + Proficient in inspection techniques and quality assurance practices + Fully Bilingual - English & Spanish + Proven analytical, negotiation, and influencing skills + Accountable and willing to take initiative **Preferred Qualifications:** + Knowledge of US GAAP + Experience with Oracle Finance applications **Working Conditions:** + Working conditions are normal for an office environment. + 15% travel to store locations **Our Culture** Our work is centered on our People and Culture as reflected in our Zero Distance philosophy and we recognize the importance of reaffirming our commitment to inclusion and diversity (I&D). This underscores our commitment to fostering an environment where every individual feels valued, connected, and empowered to contribute, while positioning our organization to adapt seamlessly to the evolving needs of our workforce and communities. This reflects our dedication to creating solutions that: Empower colleagues by fostering an environment where all voices are heard, valued, and encouraged to contribute. Strengthen communities where we live and work. Reinforce a culture of belonging, purpose, and engagement. Reflect the diversity of the communities we serve through our workforce, products, and practices. By further embedding Zero Distance into our People and Culture framework, we will continue to build a deeply connected organization. We are cultivating a culture of engagement, belonging, and connection, because while attracting new talent remains a priority, retention is a cornerstone of our strategy. GE Appliances is a trust-based organization. It is important we offer our employees the flexibility they need to do their best work while balancing the needs of the business and individuals. When you join GE Appliances, you will have the opportunity to work with your leader to create a flexible work arrangement that balances the needs of the individual, team, and organization. GE Appliances is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Appliances participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S _If you are an individual with a disability and need assistance or an accommodation to use our website or to apply, please send an e-mail_ _to *******************************_
    $46k-74k yearly est. 17d ago
  • Customer Service Representative (Call Center)

    Worldnet Telecommunications LLC 4.1company rating

    Finance service representative job in Guaynabo, PR

    We are an Equal Employment Opportunity Employer and take Affirmative Action to recruit Protected Veterans and Individuals with Disabilities. Attends all call types - from order status, billing balances and/or repair status. To create and maintain service documentations for a new service request, claim or technical situations using the systems assigned by the company. Orientation for a new services or rates plans. Perform outgoing calls to confirm completed service and repairs orders. Promote and develop the VISION of the company within the group. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. In charge of handling all external and internal Customer issues related to service via telephone calls, email or fax, analyze them using the operations systems and to reply any request with a time frame of 30 to 60 seconds. Maintain an average call monitoring percentage of no less than 85% (Satisfactory). Responsible to refer any situation to the right area/department using the operations systems provided. In charge to manage in excellence all the Customer calls following the VISION of the Company. Responsible of handling the assigned duties and follow the ongoing process according to the rules and procedures established in the Operations Department. Assist the Customer in billing, collections request, services orientation, order status. Handle customer calls of repairs, but not limited to, POTS, and SF services. Complete basic troubleshooting for POTS services. Responsible to realize outgoing calls to confirm service for repairs and service orders completed, provide status and testing. Responsible of reporting and escalating to the Specialist, Supervisor or Manager any unusual situation with the service identified while communicating and helping the Customer. Responsible of updating on a daily basis all the operations systems and related departments with the corresponding information and actions taken in a short, detailed and clear manner to facilitate reading and understanding. Responsible of processing investigations or special projects required by the Supervisor in the time frame indicated. Responsible of keeping the Call Center Area well attended all the time including supporting the team task when another customer representative is out of the office. Assist in training and orientation of the new employees. Support and inform other area/departments regarding the services issues. Performs all other duties as required. SUPERVISORY RESPONSIBILITIES This Job has no supervisory responsibilities QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Associates Degree and two years of call center/ customer service experience and/or training or equivalent combination of education and experience. 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. Performing the duties of this job requires the employee to sit, stand, and bend, and a normal range of hearing and vision. We are an Equal Employment Opportunity Employer and take Affirmative Action to recruit Protected Veterans and Individuals with Disabilities.
    $14k-21k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative (CSR)

    Adecco Us, Inc. 4.3company rating

    Finance service representative job in San Juan, PR

    Adecco is assisting a local client recruiting for Customer Service Representative (CSR) opportunities. This is an excellent opportunity to join a winning culture and get your foot in the door with a leading healthcare organization that supports providers and improves access to care. If the Customer Service Representative (CSR) role sounds like something you would be interested in, and you meet the qualifications listed below, apply now! **Responsibilities for a Customer Service Representative (CSR) include but are not limited to:** + Answer incoming calls from healthcare providers (physician offices, clinics) and identify assistance needs related to benefits & eligibility, billing, payments, authorizations, and explanations of benefits + Provide customer service support via phone and live chat, including updates on member eligibility and claims status while validating state-specific requirements + Resolve provider inquiries on the first call by navigating multiple, complex computer systems to determine issue status and provide accurate responses + Deliver information in a professional and positive manner to build strong relationships with providers and their staff + Complete detailed documentation to track provider issues and support reporting on trends and outcomes **Candidates for the Customer Service Representative (CSR) must meet the following requirements to be considered:** + 1+ year of experience in an office, administrative, clerical, or customer service environment using phones and computers as primary tools + Proficiency with Microsoft Office and Windows-based computer applications, including the ability to learn new systems quickly + Fully bilingual in English and Spanish (required) + Ability to work 40 hours per week, Monday-Friday, within business hours of 8:00 AM - 9:00 PM (ATL), including flexibility for varying 8-hour shifts + Ability to work onsite in a temp-to-hire role + Availability to attend 12 weeks of mandatory training (no PTO permitted during training period) Preferred Qualifications: + Previous healthcare or health insurance experience **What's in this Customer Service Representative (CSR) position for you?** + Pay: $13.00 per hour + Shift: Monday-Friday | 8:00 AM - 9:00 PM (8-hour shifts within business hours) + Start Date: Monday, February 16 + Weekly paycheck + Dedicated Onboarding Specialist & Recruiter + Access to Adecco's Aspire Academy with thousands of free upskilling courses This Customer Service Representative (CSR) position is being recruited for by one of Adecco's Centralized Delivery Teams and not your local Branch. For instant consideration for this position and other opportunities with Adecco, apply today! **Pay Details:** $13.00 per hour Benefit offerings available for our associates include short-term disability and additional voluntary benefits including medical, dental, vision, life insurance, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave and Vacation Leave or any other paid leave required by Federal, State, or local law where applicable. Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ********************************************** The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: + The California Fair Chance Act + Los Angeles City Fair Chance Ordinance + Los Angeles County Fair Chance Ordinance for Employers + San Francisco Fair Chance Ordinance
    $13 hourly 8d ago
  • Pharmacy Customer Service Assoc. Cert

    Walgreens 4.4company rating

    Finance service representative job in Las Piedras, PR

    **Job Objectives** Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. In accordance with state and federal regulations, assists the pharmacist, under direct supervision, in the practice of pharmacy. Responsible for using pharmacy systems to obtain patient and drug information and process prescriptions. **Job Responsibilities/Tasks** **Customer Experience** + Engages customers and patients by greeting them and offering assistance with products and services. Resolves customer issues and answers questions to ensure a positive customer experience. + Models and shares customer service best practices with all team members to deliver a distinctive and delightful customer experience, including interpersonal habits (e.g., greeting, eye contact, courtesy, etc.) and Walgreens service traits (e.g., offering help proactively, identifying needs, servicing until satisfied, etc.). **Operations** + Provides customers with courteous, friendly, fast, and efficient service. + Recommends items for sale to customer and recommends trade-up and/or companion items. + Registers customer purchases on assigned cash register, collects cash and distributes change as requested; processes voids, returns, rain checks, refunds, and exchanges as needed. Takes customer to OTC aisle when possible to assist in locating products. + Keeps counters and shelves clean and well merchandised, takes inventory, and maintains records. Checks in and prices merchandise as required or as directed by store manager or communicated by the shift leader. + Performs duties as assigned by Pharmacy Manager, Staff Pharmacist and Store Manager including utilizing pharmacy systems to enter patient and drug information, ensuring information is entered correctly, filling prescriptions by retrieving, counting and pouring pharmaceutical drugs, verifying medicine is correct, and checking for possible interactions. Assists pharmacists in scheduling and maintaining work flow. + Reports, immediately, prescription errors to pharmacist on duty and adheres to Company policies and procedures in relation to pharmacy errors and the Quality Improvement Program. Reviews and complies with the Walgreen Co. Pharmacy Code of Conduct. + Strictly adheres to the Walgreen Co. policy regarding Good Faith Dispensing during all applicable prescription dispensing activities. + Handles telephone calls that do not require personal attention of the pharmacist, including those to physicians. + Processes (corrects and resubmits) manual claims for third party program prescription services in a timely and efficient manner, and performs other clerical duties, as assigned by the Pharmacy Manager. + Assists and supports Pharmacy Department on inventory management activities, such as, ordering, unpacking, checking and storing shipment of pharmaceuticals. Maintains knowledge of Company asset protection techniques, and files claims for warehouse overages (merchandise received, but not billed), shortages (merchandise billed, but not received), order errors or damaged goods involving Rx drugs. + Ensures compliance with state and local laws regarding regulated products (e.g., alcoholic beverages and tobacco products). + Constructs and maintains displays, including promotional, seasonal, super structures, and sale merchandise. Completes resets and revisions as directed. + Assists with separation of food items (e.g., raw foods from pre-cooked) and product placement as specified by policies/procedures (e.g., raw and frozen meats on bottom shelves). For consumable items, assists in stock rotation, using the first in, first out method and restock outs. + Has working knowledge of store systems and store equipment. + Provides customer service in the photo area, including digital passport photo service, poster print and creative machine, suggestive sell of promotional photo products. + Assumes web pick-up responsibilities (monitors orders in Picture Care Plus, fills orders (pick items), delivers orders to customers as they arrive at store). + Assists with exterior and interior maintenance by ensuring clean, neat, orderly store condition and appearance. + Complies with all company policies and procedures; maintains respectful relationships with coworkers. + Completes special assignments and other tasks as assigned. **Training & Personal Development** + Earns and maintains PTCB certification through the designated PTCB training program and/or state required certification/registration. + Attends training and completes PPLs requested by Manager or assigned by corporate and acquires continuing education credits. Maintains knowledge and skill in healthcare and pharmacy, including latest news and developments. **About Walgreens** Founded in 1901, Walgreens ( ***************** ) proudly serves more than 9 million customers and patients each day across its approximately 8,000 stores throughout the U.S. and Puerto Rico. Walgreens has approximately 211,000 team members, including roughly 85,000 healthcare service providers, and is committed to being the first choice for pharmacy, retail and health services, building trusted relationships that create healthier futures for customers, patients, team members and communities. **Job ID:** 1729298BR **Title:** Pharmacy Customer Service Assoc. Cert **Company Indicator:** Walgreens **Employment Type:** Part-time **Job Function:** Retail **Full Store Address:** 120 CARR 183,LAS PIEDRAS,PR,00771 **Full District Office Address:** 120 CARR 183,LAS PIEDRAS,PR,00771-03481-00945-S **External Basic Qualifications:** + Must be fluent in reading, writing, and speaking English. (Except in Puerto Rico) + Requires willingness to work flexible schedule, including evenings and weekend hours. **Preferred Qualifications:** + Prefer six months of experience in a retail environment. + Prefer to have prior work experience with Walgreens. + Prefer good math skills so they can fill prescriptions accurately, including counting, measuring and weighing medications. + Prefer good computer skills. + Prefer the knowledge of store inventory control. + Prefer PTCB certification. We will consider employment of qualified applicants with arrest and conviction records. An Equal Opportunity Employer, including disability/veterans. The actual compensation that you will be offered will depend on a variety of factors including geography, skills and abilities, education, experience and other relevant factors. This role will remain open until filled. To review benefits, please click here jobs.walgreens.com/benefits . If you are applying on a job board or unable to click on the link, please copy and paste this URL into your browser jobs.walgreens.com/benefits **Shift:** **Store:** 00945-LAS PIEDRAS PR **Pay Type:** Hourly **Start Rate:** 16 **Max Rate:** 18
    $16k-18k yearly est. 14d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Levittown, PR?

The average finance service representative in Levittown, PR earns between $25,000 and $72,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Levittown, PR

$42,000
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