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Manager, Salesforce CRM (Operational Lead)
Apryse
Member service representative job in Charlotte, NC
The Role:
Apryse is seeking a Manager of Salesforce CRM (Operational Lead) who brings strong, hands-on Salesforce expertise, can oversee day-to-day activity, and has the aptitude to grow into a broader leadership role. This role is ideal for a high-performing senior admin who enjoys solving problems, driving improvements, and supporting a cross-functional team - not someone who needs everything defined or mapped out for them.
You will be the player/coach of the Salesforce Admin function: Executing configuration work, supporting the business, guiding junior admins/contractors, and ensuring our core GTM systems run smoothly. You should thrive in ambiguity, collaborate well with others, and bring a proactive, positive attitude every day.
This is not a "big strategy" role - it's a day-to-day operational leadership role for someone who can think clearly, communicate well, and keep the engine running while also spotting opportunities to improve process, quality, and user experience.
Please note that candidates must be able to work Eastern Standard Time (EST) hours, as the position requires leadership and support across a global team.
Responsibilities:
Team & Workflow Leadership
Serve as the operational lead for the Salesforce Admin team (player/coach model).
Oversee workload management, ticket triage, prioritization, and day-to-day issue resolution.
Provide guidance, feedback, and support for junior admins and contractors.
Help build the team from the ground up - including processes, norms, and expectations.
Hands-On Salesforce Administration
Perform and oversee configuration across Sales Cloud, Service Cloud, and CPQ as needed.
Build and optimize: flows, fields, objects, validation rules, record types, permissions, and layouts.
Maintain org structure, documentation, data hygiene, and change management standards.
Conduct quality checks and ensure changes follow defined deployment processes.
Support Salesforce CPQ in a day-to-day operational capacity (pricing, product rules, approvals, troubleshooting).
Spot opportunities for cleaner configuration, process efficiency, and error reduction.
Collaborate with Sales Ops, Finance, and RevOps to resolve quoting issues quickly.
Systems Oversight & Improvement
Monitor system health, integrations (e.g., Boomi), and automation behavior daily.
Identify patterns, risks, and improvement opportunities across the CRM ecosystem.
Recommend tactical enhancements to reduce friction, improve usability, and increase data reliability.
Work through ambiguity and help shape clearer processes as the environment evolves.
Cross-Functional Collaboration
Partner closely with Sales, CS, Finance, Legal, Marketing Ops, and RevOps on requests and enhancements.
Translate business needs into clear tasks or configuration changes.
Communicate with calm, clarity, and confidence - even when navigating incomplete information.
Requirements:
8+ years of Salesforce admin experience
Solid understanding of CPQ, Sales Cloud, and a strong understanding of the GTM tech ecosystem
Experience guiding or mentoring admins/contractors
Strong communication skills across business and technical audiences
Experience with release management, sandboxes, and deployments
SaaS or high-growth company experience preferred
Hands-on builder who takes pride in accuracy and best practices
Salesforce Certifications: Admin, Advanced Admin, Platform...etc.
Benefits:
Competitive salary commensurate with experience and qualifications.
A comprehensive extended benefits package including health, dental and vision for you and your family, with company paid offerings.
401K savings program with company match.
Generous paid time off (PTO) is offered to support the ability to rest and recharge.
A great team environment and resources, supporting you to do the best work of your life and providing unlimited career growth potential.
Highly autonomous and entrepreneurial environment.
Annual recurring WFH allowance for you to purchase items you need for your home office.
Ongoing support for learning development so you can master your craft.
Work with the hardware you're most comfortable with (Windows or Mac).
Diverse and inclusive workplace where we all learn from each other.
Company Description
As the industry-leading provider of document software development (SDK) technology powering everything from traditional desktop software to innovative web and mobile applications, at Apryse we are committed to delivering cutting-edge technology solutions that empower our clients to achieve their goals. With a broad international portfolio of combined companies, products, and leading technologies, we are actively changing the way the world works with documents to make work better and life simpler.
Customers like IBM, Autodesk, DocuSign, Boeing, Microsoft (and many more!) come to us to realize their web and mobile strategies for document management, editing, and collaboration as the #1-ranked commercial document SDK of choice for companies worldwide. As a result, you can find our document technology in thousands of solutions, including those of household names, used by millions across virtually every industry. Our XODO app alone has 25M unique installs -- and counting -- and the highest ratings among PDF productivity apps on the largest online app marketplaces.
Ready to join our team?
If you are interested in helping Apryse deliver on its commitments and taking your career to the next level, we invite you to apply online now. Additionally, we view the above section as a guide, not a checklist. We welcome diverse and non-traditional backgrounds and encourage you to apply even if you do not have every requirement listed.
The compensation for this position is commensurate upon experience, with a range between $95,000.00-$128,000.00 USD in on target earnings.
We are committed to a work environment that is inclusive to all and free of discrimination. It is our policy to be an equal opportunity employer without regard to race, color, religion, sex, age, national origin, disability, sexual
$95k-128k yearly 2d ago
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Customer Account Specialist
Insight Global
Member service representative job in Charlotte, NC
Must Haves:
Associate's degree or equivalent work experience required. Undergraduate degree preferred.
3-5 years of experience in a corporate environment
Excellent telephone skills required in order to deliver the best experience to the customer. Requires a good attitude, attentiveness, timeliness, and personalization of each customer's experience.
Outgoing personality with strong organizational and time management skills.
Resilient, persistent and dedicated sales skills conducted predominantly by phone.
Proficient in Windows Operating Systems.
Plusses:
Experience working in supply chain or logistics
Proven leadership experience
Consistency in past positions
Client facing experience
Experience using SAP
Experience using a video conferencing platform like MS Teams or Ring Central
Day to Day:
Receive and process orders via inbound telephone calls, email, and EDI from B2B customers.
Expedite as required to ensure customer satisfaction. Responsible for confirming order, product availability, delivery status using company guidelines and assigned distribution lanes.
Build effective team unity through collaboration, trust, and accountability as a member of a high-performance work team to deliver profitable results to our customers.
Assure to follow all company policies regarding product information and sales policy portals to ensure all customer transactions are accurate.
Create action plan with external sales team to meet established goals and objectives for volume and market share.
Track customer facing measures to include missed order and shipment reporting.
Research and resolve customer disputed items while working with the customer solution team.
Maximize daily shipments and volume while working with the BMD insides sales team to contribute to company's market share and achieve sales volume targets.
Collaborating with customer solutions team and sales.
Job Description:
A well-known manufacturing client of Insight Global is looking to bring on a Customer Account Specialist in Charlotte, NC. This role is hybrid, with 3 days a week onsite in the office. The main focus is making sure B2B customers get top-notch service-processing orders, handling special requests, building strong relationships, and helping drive company profits. You'll be juggling a high volume of inbound calls from customers, plant contacts, carriers, and field sales. They're looking for someone who's collaborative, a strong team player, thinks analytically, and can make smart decisions independently. If you're highly motivated and thrive in a fast-paced, high-performing team, this could be a great fit.
Compensation:
$20/hour while on contract, upon permanent conversion, salary is $57k.
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
$57k yearly 2d ago
Customer Service Assistant
Alphabe Insight Inc.
Member service representative job in Charlotte, NC
About Us Property Soar is a forward-thinking real estate solutions company dedicated to elevating property management, client satisfaction, and operational excellence. We focus on building strong professional teams that drive long-term success, innovation, and exceptional service. Our culture empowers individuals to grow, lead, and create meaningful impact within a dynamic and supportive environment.
Job Description
We are seeking a detail-oriented and service-driven Customer Service Assistant to join our team in Charlotte, NC. In this role, you will support daily operations, assist clients, and help maintain smooth communication across departments. This position is ideal for a proactive individual who enjoys problem-solving, staying organized, and providing exceptional customer support.
Responsibilities
Respond to client inquiries with professionalism and accuracy.
Assist in maintaining updated records, files, and documentation.
Coordinate communication between clients and internal teams.
Provide support in scheduling appointments and property-related tasks.
Ensure a high level of service quality in every interaction.
Identify opportunities to improve processes and client satisfaction.
Qualifications
Qualifications
Strong communication and interpersonal skills.
Excellent organizational and multitasking abilities.
Ability to handle inquiries with clarity, patience, and problem-solving.
Proficiency with basic office software and digital tools.
Strong attention to detail and commitment to accuracy.
Ability to work independently and in a collaborative environment.
Additional Information
Benefits
Competitive salary ($47,000 - $52,000 per year).
Career growth and development opportunities.
Supportive and professional work environment.
Skill-building and ongoing training.
Stable, long-term job position.
$47k-52k yearly 2d ago
Client Service Representative
Howden 4.0
Member service representative job in Charlotte, NC
Why Join Howden US?
At Howden, we're not just building a business- We're rewriting the rules of what a global insurance broker can be. And now, it's your turn to be part of something extraordinary. From three people and a dog to over 22,000 employees across 56 countries, we've grown into a $4bn revenue powerhouse with bold ambition: to become a $13bn business with 40,000 people by 2030.
We're launching our US retail platform with the same entrepreneurial spirit that's driven our success worldwide- and we're looking for trailblazers to help shape the future.
Why Howden?
You'll Own It
With 6,000 employee shareholders owning 34% of the company, our unique ownership model means you're not just joining a team-you're building a business you truly own.
You'll Be Empowered
We're a destination for talent where people are trusted to look after their clients and grow together. You'll have the freedom to lead, backed by global scale and local expertise.
You'll Be Part of Something Bigger
Our integrated platform spans broking, reinsurance, and MGA capabilities-giving you access to everything you need to deliver for clients and build something remarkable
We have always been employee-owned and driven by entrepreneurial spirit. Right from the beginning, we've focused on employing talented individuals and empowering them to make a real difference to the company, whilst building successful and fulfilling careers at the same time. Simply put, we hire talented specialists and give them what they need to make a difference for clients. Always have, always will.
What is the role?
The Client ServiceRepresentative plays a critical role in supporting the end-to-end client lifecycle-from onboarding through renewal and ongoing service. This role partners closely with Account Executives and Account Representatives to ensure timely, accurate, and compliant delivery of client documentation and service requests.
You will serve as the operational backbone of the client team, coordinating with carriers, accounting, and internal service teams to ensure seamless execution and an exceptional client experience. The Client ServiceRepresentative combines strong attention to detail with proactive communication and problem-solving skills to maintain client satisfaction and operational excellence.
What will you be doing?
Client Onboarding & Data Management
Collect and organize client data to support onboarding, renewals, and program changes.
Maintain accurate records in internal systems, ensuring data integrity and audit readiness.
Assist in setting up new client accounts, verifying information, and coordinating across teams for a smooth onboarding experience.
Placement & Renewal Support
Prepare renewal materials, marketing submissions, and side-by-side coverage comparisons to support placement activities.
Coordinate with clients and carriers to gather, validate, and reconcile exposure data and program details.
Track key renewal milestones and ensure timely completion of all deliverables.
Proposal & Binding
Develop draft client proposals, including financing options, coverage summaries, and supporting documentation.
Facilitate the binding process by coordinating with carriers and ensuring all program details are accurately captured in systems.
Verify accuracy of binders, endorsements, and policy confirmations before delivery to clients.
Billing & Accounting Coordination
Partner with accounting teams to manage invoices, allocations, and fee agreements.
Ensure compliance with internal controls and regulatory requirements, including surplus lines tax filings.
Investigate and resolve billing discrepancies promptly, maintaining clear communication with clients and internal stakeholders.
Policy Issuance & Documentation
Deliver policies, certificates of insurance (COIs), and Auto ID cards to clients accurately and on time.
Review endorsements, renewals, and policy documents for completeness and accuracy.
Maintain organized documentation in line with audit, compliance, and data standards.
Ongoing Client Service
Support mid-term adjustments and policy changes, ensuring timely confirmation and documentation to clients.
Conduct audit checks and assist with ad hoc client reporting or analysis as requested.
Respond promptly to client inquiries, providing clear, professional, and solution-oriented communication.
Key Skills & Competencies
Client Focus: Committed to delivering timely, accurate, and high-quality service.
Organizational Skills: Able to manage multiple deliverables and priorities with attention to detail.
Communication: Strong written and verbal communication for collaborating across clients, carriers, and internal teams.
Problem-Solving: Skilled at identifying issues and resolving them efficiently and diplomatically.
Technical Proficiency: Comfortable working in insurance management systems (Epic, AMS360, or similar) and Microsoft Office tools.
Team Collaboration: Works effectively as part of a client service team, demonstrating reliability and initiative.
Qualifications
Bachelor's degree in Business, Insurance, or a related field; or equivalent work experience.
2+ years of experience in insurance operations, client servicing, or administrative support preferred.
Familiarity with Certificates of Insurance, policy documentation, and billing procedures a plus.
Strong organizational and communication skills with a client-service orientation.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
Experience with insurance agency management systems (Epic, CSR24, AMS360, or similar) preferred.
What do we offer in return? A career that you define.
Our business succeeds by allowing our people to make a mark in the areas they care about most: personal development, volunteering, and fundraising for charity, or creating new insurance products that address society's greatest challenges. And we know that separate home and work lives don't really exist. If you're happy and healthy at home, you're more likely to be happy and fulfilled at work - and vice versa. That's why we do our best to support our people in every aspect of their lives.
Diversity and Inclusion At Howden we value diversity - there is no one Howden ‘personality type'. Instead, we're looking for individuals who share the same values as us:
Our successes have all come from someone brave enough to try something new
We support each other, in the small everyday moments and the bigger challenges
We are determined to make a positive difference, at work and beyond
We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect - regardless of age, disability, race, religion or belief, gender, sexual orientation, marital status, or family circumstances.
Our sustainability promise
We're on a life-long journey to become an ever-more sustainable group. It's a commitment to taking care of our people and the world we live in, to doing good business, and to making a positive impact wherever we can. Our governance processes, company policies, and review systems are all geared towards our goal of making a positive impact in the world. You can read more about our sustainability work here.
$27k-47k yearly est. 5d ago
Energy Service Representative
Willdan Group, Inc. 4.4
Member service representative job in Charlotte, NC
Energy ServiceRepresentative responsibilities include prospecting for qualified small business customers, conducting energy assessments, developing solutions for lighting, refrigeration, HVAC, and water, presenting proposals to customers, and signing up new customers for the electrical utility program design. Willdan encourages candidates who are committed, motivated, and passionate sales representatives to apply.
Essential Duties and Responsibilities
Conduct onsite energy assessments of non-residential buildings, which include but are not limited to identifying existing lighting and refrigeration equipment.
Prospect and develop new business relationships within your territory.
Conduct needs analysis to determine the best energy efficiency products for customers.
Provide information to customers on available utilityincentives and program details.
Prepare and present proposals that recommend energy conservation measures, provide customer costs and incentives, andthensell the value proposition to the customer.
Maintain strong ongoing communications with customers to assure customer satisfaction.
Track pipeline, maintain Outlook calendar with field appointments, and monitor progress towards program goals.
Meet or exceed set proposal and sales objectives.
Responsible for representing the company in a professional manner and abiding by all safety and employee guidelines.
Responsible for maintaining and protecting all company equipment issued.
Job Requirements / Qualifications
Bachelor's degree or equivalent preferred in related field.
2 or more years of outside sales experience.
Self-motivated, accountable, sales-oriented mentality.
Outgoing personality and the ability to interact positively with people and provide excellent customer service.
Excellent verbal, interpersonal, and written communication skills.
Detail-oriented with the ability to work to schedules and objectives.
Ability to learn and present energy efficiency scopes, including but not limited to lighting, refrigeration, HVAC, and water.
Proven ability to conduct successful cold calls and generate leads.
Local working knowledge of assigned territory preferred.
Sound business ethics, including the protection of proprietary and confidential information.
Ability to prioritize multiple projects and tasks to ensure timely delivery of high-quality deliverables.
Demonstrated ability to collaborate with a wide range of stakeholders while delivering excellent customer service in a highly dynamic growth environment.
Ability to work effectively in a fast-paced, evolving, entrepreneurial work environment.
Proficiency with technology, including use of iPad and MS Office Applications (Word, PowerPoint, Outlook, Excel, Teams)
Ability to travel within assigned territory up to 90% of the time.
Must possess a valid driver's license.
Experience with energy auditing or commercial lighting is required.
Passing a drug test is required to be hired due to client contract requirements.
EEO Non-Discrimination and ADA Reasonable Accommodation Statement
Willdan is an equal opportunity employer. Applicants are considered for all positions without regard to race, religious creed, color, age marital status, sex, sexual orientation, gender identity, gender expression, citizenship status, national origin, ancestry, religion, military service or veteran status, disability, medical condition, childbirth and related medical conditions, genetic testing, reproductive status or any other classification protected by federal, state or local laws and ordinances. Willdan does not discriminate on the basis of physical or mental disability where the essential functions of the job can be reasonably accommodated. Determinations on requests for reasonable accommodation will be made on a case-by-case basis. If you need reasonable accommodation for any part of the application and hiring process, please notify us.
Willdan Energy Company participates in E-Verify.
$47k-66k yearly est. 5d ago
Customer Service Associate
American Signature, Inc. 4.5
Member service representative job in Charlotte, NC
At American Signature Inc., we believe everyone has the right to a well-furnished life. Every day, our customers embark upon their personal style journey-an adventure. To that purpose, we are committed to providing our customers with an easy and fun furniture shopping experience. The Customer Service Associate is critical in ensuring we meet that goal. This person serves customers by answering questions, forwarding messages, confirming orders, scheduling deliveries and keeping customers informed of their order status. The Customer Service Associate is responsible for executing all office operations.
Some of the functions the Customer Service Associate will perform:
Embodies our values: Adventure Guides, Serve Others and Own It
Assists in fostering an energetic and positive working environment
Frequently communicates with customers via phone
Partners with all team members to create an easy transaction and great in home delivery service
Develops strong relationships with customers who shop with us in-store and online
Listens to the customers' needs and presents possible options
Requirements
The Ideal Candidate will have, among other skills and abilities:
High school diploma or general education degree (GED); or equivalent combination of education and experience
Ability to read, write and comprehend simple instructions, short correspondence, and memos
Ability to effectively present information in one-on-one and small group situations to customers and team members
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Demonstrated ability to handle customer calls displaying good phone skills
Track record of serving others and putting team goals first
Owners mindset; takes ownership over everything within scope of responsibility
Embody an adventure guide; passion for the business, bringing curiosity and innovation to the job
Proactive approach; identifies and solves problems
Adaptability; flexible to shifting priorities and a changing environment
Desire to continuously improve
If you are selected for an interview, a formal job description is available. Your interviewer can answer any questions you may have about your role in our company.
$20k-26k yearly est. 2d ago
B2B Customer Service Representative
LHH 4.3
Member service representative job in Matthews, NC
LHH is looking for a detail-oriented and proactive professional for a contract-to-hire B2B Customer ServiceRepresentative role in Matthews, NC! The ideal candidate will have a background in manufacturing environments and a strong understanding of global trade operations. This position is fully in office Monday - Friday.
Responsibilities
Serve as the primary point of contact for business clients, distributors, and internal teams regarding order status and logistics.
Accurately enter and validate customer purchase orders in the internal system.
Coordinate with production, sales, and logistics teams to ensure timely fulfillment and delivery.
Manage freight arrangements, including booking carriers, scheduling pickups, and tracking shipments.
Prepare and review shipping documentation such as commercial invoices, customs declarations, and regulatory paperwork.
Troubleshoot and resolve any issues related to shipments, documentation, or customer inquiries.
Maintain compliance with internal procedures, international trade regulations, and customer-specific requirements.
Provide regular updates to the sales team on order and delivery status.
Support general administrative tasks and contribute to continuous process improvements.
Qualifications
2+ years of business to business customer service experience within a manufacturing or distribution setting.
Familiarity with import/export processes and documentation is preferred
Strong organizational skills and attention to detail.
Excellent communication skills, both written and verbal, with a professional demeanor.
Ability to collaborate across departments including engineering, finance, and production.
Experience with ERP or order management systems.
$29k-35k yearly est. 3d ago
Branch Customer Service and Sales Representative - Gastonia, NC
The Auto Club Group 4.2
Member service representative job in Gastonia, NC
Why Choose a Career with the AAA The Auto Club Group (ACG)
* Established brand that has been around for over 100 years. Our members know and trust us!
* Branch Offices house travel, membership, insurance sales and support employees
* You will be challenged to drive new business with competitive products and help retain The Auto Club Group's 14+ million members.
Excellent Opportunities to Build a Career Path:
The Branch Customer ServiceRepresentative can be the start of a long-term career with The Auto Club Group. Your position could lead to a rewarding career and opportunities to grow and pursue other ACG roles such as:
* Other Branch positions - Field Insurance Sales Agent, Travel Agent or
* Other Departments such as:
* Call Centers (ERS, Sales and Service, etc.)
* Automotive Services
* Claims
* Underwriting and more
A DAY IN THE LIFE of a Branch Customer ServiceRepresentative
The Auto Club Group is seeking prospective MemberRepresentative I's or Branch Customer ServiceRepresentatives who can promote ACG products and services, promote customer satisfaction, and participate in office events to help generate revenue by improving member awareness of products. As the face of our branch, you will greet our customers and provide peace of mind by servicing their needs.
* Provide sales and support services to members including greeting, servicing, and selling membership, travel products (car, hotel, basic tour packages, etc.) and (some) banking products.
* Generate leads, update members on travel and insurance specials, and provide travel information
* Respond to customer inquiries and refer to senior staff or agent when appropriate
* Provide cashiering services to members which includes taking and processing payments for insurance policies (installment, lapse or reinstatement), travel and sale of tickets, and travel money products, processing remittance/depository transfers and balancing cash drawer
* Receive and resolve member/customer complaints and seek assistance from management in complaint resolution when appropriate
* Provide administrative support to the travel and/or insurance sales staff during peak periods
* Conduct outbound promotional calls for insurance and/or travel products
* Other duties as assigned
HOW WE REWARD OUR EMPLOYEES
Our Auto Club Group Branch Customer ServiceRepresentatives earn a competitive hourly wage of $19.00 with additional incentives and an annual bonus potential based on performance.
ACG offers excellent and comprehensive benefits packages:
* Medical, dental and vision benefits
* 401k Match
* Paid parental leave and adoption assistance
* Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays
* Paid volunteer day annually
* Tuition assistance program, professional certification reimbursement program and other professional development opportunities
* AAA Membership
* Discounts, perks, and rewards and much more
WE ARE LOOKING FOR CANDIDATES WHO
Required Qualifications:
Education:
* High School Diploma or equivalent
Work Experience:
* Working in a customer focused environment
* Providing customer focused service and timely solutions to problems
* Microsoft Office applications
* Taking personal responsibility in seeking solutions to problems
* Multi-tasking and appropriately prioritizing tasks to ensure meeting office customer service goals
Successful candidates will possess:
* Passion and enthusiasm for working with people
* Basic mathematical calculations to accurately perform monetary transactions
* Communicate effectively (verbal and written) with others in a work environment
* Work effectively in a team environment
* Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service (on phone or in person) and maintenance of workstation and office facility
* Work under pressure in a high volume, fast paced customer service environment
* Work irregular hours including holidays and weekends (may include community events)
Work Environment
This is an in-office position. Employees will service ACG members in-person and are based on site in an ACG branch facility.
Who We Are
Become a part of something bigger.
The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.
By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance.
And when you join our team, one of the first things you'll notice is that same, whole-hearted, enthusiastic advocacy for each other.
We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger.
To learn more about AAA The Auto Club Group visit ***********
Important Note:
ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level.
The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.
The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.
Regular and reliable attendance is essential for the function of this job.
AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
$19 hourly 3d ago
Regional Technical Service Sales Representative
Ppg Architectural Finishes 4.4
Member service representative job in Charlotte, NC
As a Senior Technical ServiceRepresentative, you will provide onsite and remote support to a designated group of national and regional accounts. You will manage and increase the customer base buying through our portal. You will work closely with our national strategic account team and customer support to ensure seamless exchange between us, distributors, and customers. The Senior Technical Service Rep will resolve related issues to provide a smooth customer experience for the Region covering the Carolinas, Virginia, & Tennessee. You will report to the Regional Manager.
Key Responsibilities
Maximize MSO account retention, profitability and partnership.
Increase sales growth by identifying areas for expansion and improvement.
Communicate market changs.
Stay current on products, processes, and system upgrades (Continuous Learning).
Be a gatekeeper for installations, upgrades and national account mandates.
Account Management.
Communicate with the sales team about the product needs or product information.
Industry Knowledge
Qualifications
College Degree preferred or 3+ years of equivalent work experience in a related field, preferred but not required.
Customer Service Experience
Accountability with experience and accurate follow up.
Work with all levels of team.
Ownership of technical customer service support.
PPG pay ranges and benefits can vary by location which allows us to compensate employees competitively in different geographic markets. PPG considers several factors in making compensation decisions including, but not limited to, skill sets, experience and training, qualifications and education, licensure and certifications, and other organizational needs. Other incentives may apply.
Our employee benefits programs are designed to support the health and well-being of our employees. Any insurance coverages and benefits will be in accordance with the terms and conditions of the applicable plans and associated governing plan documents.
$30k-36k yearly est. Auto-Apply 60d+ ago
Immigration Services Officer
Department of Homeland Security 4.5
Member service representative job in Charlotte, NC
Protect your homeland and defend your culture. Join USCIS, America's frontline defense against illegal foreign infiltration and fraud.
If you're ready to help safeguard the nation's immigration system and combat immigration fraud, review the
$67k-100k yearly est. 7d ago
Customer Segment Consultant
Bank of America 4.7
Member service representative job in Charlotte, NC
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!
This role is accountable for design, analysis, execution and/or ongoing sustainment support for a program initiative within the enterprise strategy and performance goals for one of the Customer Segments (i.e. Retail, Preferred & Small Business). Provides support to senior team leader and partners with product(s) and channel(s) teams to drive execution and integrate delivery to ensure the customer view is at the forefront of decisions in the achievement of goals. Accountable for initiative support, coordination, robust analysis and communications.
This role will reside within the Business Enablement and Intelligence team and will be responsible for supporting the Workplace Benefits data strategy to help drive revenue, optimize expenses, and deliver for our clients. The role will partner directly with stakeholders to develop business requirements, participate in user acceptance testing, and analyze data. Additionally, this individual will be asked to explore leveraging enterprise Business intelligence tools (e.g. MicroStrategy, Tableau, Alteryx etc.) to help deliver streamlined / automated reporting. The candidate will be required to work with peers across Workplace Benefits and across the company in other LOBs (e.g. Technology, CXO, Merrill, Consumer, etc.) to exert influence, integrate, and ultimately deliver mutually beneficial outcomes.
Responsibilities:
Liaison with technology and business partners to develop and design consumable reporting views
Partner with Workplace Benefits Sales, Product, Relationship Management and Participant Experience teams to define data and reporting priorities
Partner with Workplace Benefits Controls and LRC to proactively manage risk associated with access and use of Workplace Benefits data
Proactively identify new reporting tools to streamline processes and provide improved insight to business partners
Proactively develop and deepen trusted relationships with peers across Workplace Benefits and partner LOBs (e.g. Workplace Benefits Technology, Merrill, Private Bank, etc.)
Support the development of data requirements, analysis, and reporting for other ad hoc priorities
Requirements:
Minimum of 5 years of data analysis / data strategy
Demonstrated experience with reporting analytics platforms and tools
Desired:
Hadoop
Alteryx
Tableau
MicroStrategy
Agile
Project Management
Bachelor's Degree or equivalent work experience
Skills:
Attention to Detail
Collaboration
Verbal and Written Communications
Problem Solving
Business Analytics
Continuous Improvement
Critical Thinking
Excellent analytical and organizational skills, with reporting and / or data management experience strongly preferred.
Proficiency in data management - data quality, metadata management and governance
Data analysis experience with strong SQL writing skills
Ability to translate requirements from business leaders to operationalize reporting
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
For internal employees; participation in a work from home posture does not make you ineligible to post
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range$73,200.00 - $116,900.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$73.2k-116.9k yearly Auto-Apply 60d+ ago
Customer Retention Specialist
CPI Security 4.7
Member service representative job in Charlotte, NC
CPI Security, a leader in the security and automation solutions industry, is looking for a Customer Retention Specialist to join our growing team at our headquarters in Charlotte, NC! We are more than “just a security company,” and we offer more than “just a job.” CPI's mission is to protect our customers while providing world-class service and peace of mind. That's not something you can bottle up and sell - it's a feeling and a comfort our customers are guaranteed by our Customer Retention Specialists.
What You'll Do:
Provide fantastic customer service focused on dispute resolution and overcoming challenges
Build value in the CPI brand to drive long term relationships with customers as a leading competitor in Security and Home Automation industry.
Provide solutions-based approaches to retain customers who are considering service cancellation.
Champion the customer care process, which includes, troubleshooting technical issues, answer questions or concerns regarding systems or services.
Problem solve as you quickly identify the root cause of customer issues, pinpoint strategies to eliminate those issues, and work with customer to retain them.
Consistently improve retention rates and achieve retention goals.
Handle each call with empathy, compassion, and professionalism to ensure excellent customer service.
What We're Looking For:
Upbeat personality and a fun, positive attitude
1-2 years previous customer retention experience
Strong customer service and people skills
Ability to consistently meet and exceed performance targets
Coachability with a desire to grow professionally
Ability to work a flexible schedule, including weekends
Experience with CRM system such as SalesForce is a plus, but not required
Exceptional sales skills are a plus, particularly with strong upselling and closing abilities
What's In It For You:
$50,000 to $80,000 Annual Compensation
Base hourly rate with tiered commission structure, performance based, training and quarterly bonus
Higher shift pay for working nights and weekends
Great medical, dental, vision, 401(k) with company matching, short- & long-term disability and life insurance options. Company paid holidays, floating holiday, and PTO
Free monitored security system after 90 days.
Engaging and fun company culture that's made up of a diverse group of people
Talk about perks! An on-site café, coffee/smoothie bar, walking trail, basketball court, and state-of-the-art fitness facility with a dedicated Fitness Director
$26k-31k yearly est. Auto-Apply 13d ago
Financial Services Representative - State Farm Agent Team Member
Rob Heath-State Farm Agent
Member service representative job in Charlotte, NC
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
ROLE DESCRIPTION: As a Financial ServicesRepresentative with Rob Heath State Farm office, 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 7 and 63 licenses preferred.
$30k-48k yearly est. 26d ago
Patient Financial Services Representative
Paa/CABS
Member service representative job in Charlotte, NC
Job DescriptionDescription:
SUMMARY: The Patient Financial ServicesRepresentative is responsible for the review of the patient financial information and the communication with the patient, and/or responsible party, of any third-party reimbursement coverage and/or the portion due from the patient for healthcare services. The Patient Financial ServicesRepresentative will complete a social and financial assessment and appropriately refer patients who have no insurance coverage or qualify for financial assistance to a medical eligibility agency for potential assistance through Federal, State, or local healthcare programs. The Patient Financial ServicesRepresentative will respond to all incoming financial related inquiries including billing, explaining EOB's, fielding patient calls, applying adjustments, accepting proposals/negotiations. The Patient Financial ServicesRepresentative reports directly to the Patient Financial Services Supervisor.
Essential Duties and Responsibilities
Duties include but are not limited to:
Reviews accounts to determine insurance coverage.
Fields incoming calls and addresses all finance/billing related inquiries.
Interviews the patient and/or responsible party to obtain any missing insurance information.
Evaluate the need for financial assistance and discuss the patient's financial responsibility.
Responsible for the entry or update of insurance information on the patient's account and assists in maintaining the insurance database.
Refers account for insurance verification and benefit coverage to the Insurance Verification staff in a timely manner.
Identifies patient with no third-party reimbursement and/or with financial assistance needs and communicates with the patient regarding potential sources for financial assistance.
Makes timely referral to the medical eligibility agency to explore all available assistance and help in qualifying and filing for the eligible programs.
Based upon the evaluation of ability to pay, collects from the patient or responsible party the patient portion, or establishes payment arrangements within the hospital guidelines.
Properly documents all pertinent financial information and efforts in the account comments.
Uses best judgment to resolve patient problems or refer issues to department supervisor.
Remains current on knowledge of Medicare, Medicaid, Managed Care Contracts, and compliance regulations, as well as system and department processes. Complies with and supports department and organization policies and procedures.
Responsible for the collection of payments or setting up payment plans prior to services being rendered, at time of admission, or during the discharge process.
Seeks out relevant training or cross training from supervisor. Seeks out guidance from supervisor and teammates when uncertain of procedure. Solicits feedback from the supervisor to assess the quality and effectiveness of work. Participates in the dialogue process with supervisor regarding quality improvement. Demonstrates a personal commitment to continuous quality improvement through active participation.
Other duties as assigned by Supervisor.
Minimum Qualifications
To perform this job successfully an individual must be able to perform each essential duty to a satisfactory standard. 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: High School Diploma required. An associate degree preferred.
Experience: Minimum of one (1) to three (3) years of experience working with patient accounting, insurance verification and precertification, financial counseling, and medical terminology is required. Previous experience in customer service, managing inbound calls, and patient collections within a healthcare setting is preferred.
Language Skills: Demonstrated ability to exercise professional oral and written communication skills with all internal and external audiences.
Computer Skills: Experience with medical billing software systems is required. Strong Microsoft Excel skills are required. Proficiency in Microsoft Outlook, Word, and PowerPoint is also required.
Reasoning Ability: Ability to organize and manage personal workload and the workload of assigned direct reports and associated teams. Ability to achieve and maintain strong working knowledge of anesthesia billing operation practices. Ability to analyze and assess the production effort of operations teams. Ability to work within an ambiguous, fast-moving environment, while driving toward clarity and solutions. Ability to make consider possible solutions and make decisions quickly. Ability to develop and execute corrective action plans.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by any 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. Hybrid based position, requiring two to three days of being in the office, with standard working hours. While performing the duties of this job, the employee is regularly required to sit, stand, walk, use hands to finger, handle, or feel, reach with hands and arms, and talk or hear. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must occasionally be able to work in a standing position for long periods of time and up to the entire shift. Travel is primarily local during the day, although some out-of-area and overnight travel for conferences may be required.
Requirements:
About Providence Anesthesiology Associates Headquartered in Charlotte, North Carolina, Providence Anesthesiology Associates (PAA) is an independent physician owned practice compromised of over 150 anesthesiologists. Founded in 1991, PAA provides anesthesia and perioperative care at numerous healthcare facilities throughout North and South Carolina, serving more than 246,000 patients annually.
Why work for PAA?
PAA continues to experience impressive growth and success. Our anesthesiologists are among the most elite in their field.
Our physicians are committed to providing the best culture and experience to their employees. Awarded one of the Top Workplaces in 2021 - 2023, PAA's core values include commitment, accountability, performance, integrity, transparency, adaptability, and leadership. We do what's right and don't compromise.
What's in it for you?
Strong workplace culture. We care about each other as people. We build relationships and connections beyond the time spent on the job. We offer a supportive, highly team-oriented work environment.
We provide competitive total rewards including salary, benefits - Day 1, retirement, profit sharing, life insurance, paid time off, holidays, education reimbursement, employee recognition for birthdays and anniversaries, fun team building events, and more.
We want you to succeed and our employer to employee relationship is proven to help you reach your goals and the goals of PAA.
What else should you know?
Providence Anesthesiology Associates is an equal opportunity employer and does not tolerate discrimination based on any protected status.
PAA participates in E-Verify. E-Verify is an internet-based system that compares the information you provide on the Form I-9 with information from the Social Security Administration and Department of Homeland Security records.
$30k-48k yearly est. 8d ago
Patient Financial Services Representative
Paa/Cabs
Member service representative job in Charlotte, NC
Full-time Description
SUMMARY: The Patient Financial ServicesRepresentative is responsible for the review of the patient financial information and the communication with the patient, and/or responsible party, of any third-party reimbursement coverage and/or the portion due from the patient for healthcare services. The Patient Financial ServicesRepresentative will complete a social and financial assessment and appropriately refer patients who have no insurance coverage or qualify for financial assistance to a medical eligibility agency for potential assistance through Federal, State, or local healthcare programs. The Patient Financial ServicesRepresentative will respond to all incoming financial related inquiries including billing, explaining EOB's, fielding patient calls, applying adjustments, accepting proposals/negotiations. The Patient Financial ServicesRepresentative reports directly to the Patient Financial Services Supervisor.
Essential Duties and Responsibilities
Duties include but are not limited to:
Reviews accounts to determine insurance coverage.
Fields incoming calls and addresses all finance/billing related inquiries.
Interviews the patient and/or responsible party to obtain any missing insurance information.
Evaluate the need for financial assistance and discuss the patient's financial responsibility.
Responsible for the entry or update of insurance information on the patient's account and assists in maintaining the insurance database.
Refers account for insurance verification and benefit coverage to the Insurance Verification staff in a timely manner.
Identifies patient with no third-party reimbursement and/or with financial assistance needs and communicates with the patient regarding potential sources for financial assistance.
Makes timely referral to the medical eligibility agency to explore all available assistance and help in qualifying and filing for the eligible programs.
Based upon the evaluation of ability to pay, collects from the patient or responsible party the patient portion, or establishes payment arrangements within the hospital guidelines.
Properly documents all pertinent financial information and efforts in the account comments.
Uses best judgment to resolve patient problems or refer issues to department supervisor.
Remains current on knowledge of Medicare, Medicaid, Managed Care Contracts, and compliance regulations, as well as system and department processes. Complies with and supports department and organization policies and procedures.
Responsible for the collection of payments or setting up payment plans prior to services being rendered, at time of admission, or during the discharge process.
Seeks out relevant training or cross training from supervisor. Seeks out guidance from supervisor and teammates when uncertain of procedure. Solicits feedback from the supervisor to assess the quality and effectiveness of work. Participates in the dialogue process with supervisor regarding quality improvement. Demonstrates a personal commitment to continuous quality improvement through active participation.
Other duties as assigned by Supervisor.
Minimum Qualifications
To perform this job successfully an individual must be able to perform each essential duty to a satisfactory standard. 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: High School Diploma required. An associate degree preferred.
Experience: Minimum of one (1) to three (3) years of experience working with patient accounting, insurance verification and precertification, financial counseling, and medical terminology is required. Previous experience in customer service, managing inbound calls, and patient collections within a healthcare setting is preferred.
Language Skills: Demonstrated ability to exercise professional oral and written communication skills with all internal and external audiences.
Computer Skills: Experience with medical billing software systems is required. Strong Microsoft Excel skills are required. Proficiency in Microsoft Outlook, Word, and PowerPoint is also required.
Reasoning Ability: Ability to organize and manage personal workload and the workload of assigned direct reports and associated teams. Ability to achieve and maintain strong working knowledge of anesthesia billing operation practices. Ability to analyze and assess the production effort of operations teams. Ability to work within an ambiguous, fast-moving environment, while driving toward clarity and solutions. Ability to make consider possible solutions and make decisions quickly. Ability to develop and execute corrective action plans.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by any 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. Hybrid based position, requiring two to three days of being in the office, with standard working hours. While performing the duties of this job, the employee is regularly required to sit, stand, walk, use hands to finger, handle, or feel, reach with hands and arms, and talk or hear. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must occasionally be able to work in a standing position for long periods of time and up to the entire shift. Travel is primarily local during the day, although some out-of-area and overnight travel for conferences may be required.
Requirements
About Providence Anesthesiology Associates Headquartered in Charlotte, North Carolina, Providence Anesthesiology Associates (PAA) is an independent physician owned practice compromised of over 150 anesthesiologists. Founded in 1991, PAA provides anesthesia and perioperative care at numerous healthcare facilities throughout North and South Carolina, serving more than 246,000 patients annually.
Why work for PAA?
PAA continues to experience impressive growth and success. Our anesthesiologists are among the most elite in their field.
Our physicians are committed to providing the best culture and experience to their employees. Awarded one of the Top Workplaces in 2021 - 2023, PAA's core values include commitment, accountability, performance, integrity, transparency, adaptability, and leadership. We do what's right and don't compromise.
What's in it for you?
Strong workplace culture. We care about each other as people. We build relationships and connections beyond the time spent on the job. We offer a supportive, highly team-oriented work environment.
We provide competitive total rewards including salary, benefits - Day 1, retirement, profit sharing, life insurance, paid time off, holidays, education reimbursement, employee recognition for birthdays and anniversaries, fun team building events, and more.
We want you to succeed and our employer to employee relationship is proven to help you reach your goals and the goals of PAA.
What else should you know?
Providence Anesthesiology Associates is an equal opportunity employer and does not tolerate discrimination based on any protected status.
PAA participates in E-Verify. E-Verify is an internet-based system that compares the information you provide on the Form I-9 with information from the Social Security Administration and Department of Homeland Security records.
$30k-48k yearly est. 15d ago
Sales & Services Contact Center Representative
Comporium 4.0
Member service representative job in Rock Hill, SC
Comporium is a diversified communications company providing a Quintuple Play of five services -- voice, video, data, wireless and security -- at the retail level; as well as, providing security monitoring and media services for its industry customers. Under this concept, the Comporium Group is uniquely positioned to offer customers a one-stop-shopping for all their communications needs.
SUMMARY
Responsible for providing customer service responses for all Comporium Services and Products to include, but not limited to: billing, sales, and services issues. Maintain strong knowledge on all Comporium Services and Products, and providing world class customer service and meet or exceed all sales objectives.
RESPONSIBILITIES
Respond to customer inquiries either by phone, text, email, social media or chat in a timely and professional manner to ensure customer inquiries or concerns are addressed in a satisfactory manner. Performance is measured by meeting and/or exceeding monitoring scores, as well as adherence to KPI's.
Responsible for meeting and/or exceeding sales goals.
Responsible for meeting and/or exceeding exit scores.
Adhere to departmental guidelines as related to attendance.
Notify Team Supervisor as to the need for additional training on Comporium products and services as needed and keep Team Supervisor informed of items requiring immediate attention or for the benefit of co-workers, including matters such as outages, equipment troubles and customer service issues.
Other duties as assigned and requested .(ex. Outbound calling, new hire training, special projects, OT)
REQUIREMENTS
High School Diploma/GED required
1-2 years Customer Service and Sales preferred
Excellent computer, oral and written communication skills
We firmly believe that our company is only as good as the people we employ. Join a company that values its employees and rewards them for a job well done!
Equal Opportunity Employer/Contractor
$28k-31k yearly est. Auto-Apply 60d+ ago
Financial Service Representative I
South Carolina Federal Credit Union 4.5
Member service representative job in Spartanburg, SC
South Carolina Federal Credit Union is currently seeking a Full-Time Financial ServiceRepresentative I to join our team of outstanding professionals at our Spartanburg Financial Center in Spartanburg, SC. Are you passionate about helping others? Do you enjoy interacting with customers regularly and working in a team environment? As a Financial ServiceRepresentative, you will provide exceptional customer service and offer financial products and services that meet the customers' needs.
As a Financial ServiceRepresentative I, a typical day might look like this:
* Participate in a morning huddle brainstorming with team members about ways to meet referral goals.
* Talk with a customer about the payoff amount for their auto loan.
* Review and deposit a check into a customer's account.
* Cash a large payroll check.
* Meet with a service leader to review your current performance.
* Balance your drawer before heading home.
This job might be for you if:
* You are a whiz at handling cash and thrive in a fast-paced environment. Multitasking is your strength.
* You connect well with others and you're comfortable talking to people. You are not bothered by offering financial products and services to customers.
* You are seeking some work/life balance and want a schedule that allows you to spend nights and weekends with family and friends.
* You are awesome at consistently following policies and procedures.
* You are cool under pressure. You don't get flustered or take it personally when you have to deal with an irate customer.
* You volunteer for new challenges without being asked.
The Perks:
We know that pay and benefits are important to you, and they are important to us too. Join our team and you'll enjoy:
* A chance to build lasting relationships with not only your team, but our customers as well.
* Opportunities to make a difference by volunteering and getting involved in the community.
* A company that cares about your total wellness by providing a program that includes workshops, onsite physicals, and more.
* Opportunities to grow within a company that's dedicated to your development and promoting talent internally.
To land this role, you need to have a high school diploma (or equivalent), at least one year of cash handling experience in a customer service or banking environment, and a positive attitude.
NOTE: Relevant military experience is considered for veterans and transitioning servicemembers.
South Carolina Federal Credit Union is an Equal Employment Opportunity Employer.
#TeamBlue23
$29k-35k yearly est. Auto-Apply 13d ago
Financial Services Representative - State Farm Agent Team Member
Sig Holcomb-State Farm Agent
Member service representative job in Conover, NC
Job DescriptionBenefits:
Simple IRA
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial ServicesRepresentative - State Farm Agent Team Member with Sig Holcomb - 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 7 and 63 licenses preferred.
$30k-48k yearly est. 17d ago
Customer Service Assistant
Alphabe Insight Inc.
Member service representative job in Charlotte, NC
About Us At Harvest Evo, we are dedicated to delivering excellence through innovation, precision, and genuine partnership. Our mission is to empower businesses with solutions that promote growth, efficiency, and long-term success. As a company built on integrity and collaboration, we take pride in creating a professional environment where every team member is valued and inspired to thrive.
Job Description
We are seeking a Customer Service Assistant to join our dedicated team in Charlotte. This role focuses on supporting customers through clear communication, efficient problem-solving, and a commitment to outstanding service. The ideal candidate will demonstrate professionalism, adaptability, and a customer-oriented mindset.
Responsibilities
Respond to customer inquiries via phone, email, and internal systems with accuracy and courtesy.
Assist in processing orders, tracking shipments, and resolving service-related issues.
Maintain detailed and organized records of client interactions.
Collaborate with internal departments to ensure customer satisfaction and timely resolution of concerns.
Contribute to improving processes and overall service efficiency.
Qualifications
Qualifications
Excellent written and verbal communication skills.
Strong organizational and multitasking abilities.
Detail-oriented and reliable in maintaining confidentiality and accuracy.
Proficiency in basic computer and office software.
Positive attitude and a team-focused mindset.
Additional Information
Benefits
Competitive salary range of $46,000 - $50,000 per year.
Opportunities for professional growth and advancement.
Supportive and inclusive work environment.
Comprehensive training and development programs.
Full-time, on-site position with stable career potential.
$46k-50k yearly 2d ago
Service Advisor
The Auto Club Group 4.2
Member service representative job in Charlotte, NC
Why Choose a Career with the AAA The Auto Club Group (ACG) / AAA Car Care:
At AAA Car Care, we are your preferred automotive experts providing customers with friendly, knowledgeable advice and technicalexpertise. With 34 stores and counting, we are the largestchainsof AAA club-owned repair facilities in the USA. In our clean and convenientlylocatedfacilities, we offer a full range of automotive repair and maintenance services to AAA members and non-members. Every AAA Car Care facility is staffed with ASE-certified technicians who ensure that every car is treated with the utmost care.
Now you know about us, but who are you? You arelikely someonewho is organized, a skilledcommunicatorand enjoys interacting with customers.Learning and growing professionally is something that is important to you and at AAA Car Care, you will find that and more.
We are members serving members. We are committed. We aspire to create a workplace that helps others,membersand team members alike. This is What Makes Us . . . Us. Come join our team!
A day-in-the-life of a Service Advisor:
Service Advisors serve as the liaison between customers and the automotive technicians, properly informing and educating customers on repair and maintenance needs to ensure customer safety and satisfaction. They schedule,confirmandprepare forappointments with customers toexpeditetheir service experience. In addition, they enter repair orders into service database system; produce repair orders for customers with full transparency including cost and time estimates. Service Advisors also complete documentation of automotive problems and service needs by listening to customer's description of symptoms, clarifying description of problems, and examining service schedules while providing clear and consistent documentation within the digital vehicle inspection and the point of sale.
In this role, Service Advisors will alsohave the opportunity to:
Prepare pricing estimates for labor and parts based on technician's notes and documentation, per business line predetermined matrix
Utilize the consultative selling process toassistcustomers in recommending needed maintenance based on technician notes and recommendations to accommodate each customer's situation, vehicle age,mileageand history
Communicatefrequentlywith technicians to ensuretimelycompletion of work
Gain superior product knowledge to effectivelyassistcustomers with service maintenance requirements and warranty information
Process customer payments for services
Collect deposit (minimum 50%) from customer on repairs that exceed $1,000
Be an integral part ofmaintainingcustomer satisfaction scores
Activelyidentifymember / customer needs across all business lines; introducing members to other departments.
Advocate for membership,insuranceand travel departments
Assistmanagement with inventory count andmaintainof efficient stock level, as needed
How we reward our employees:
You know compensation goes way beyond take-home pay. AAA offers best in class benefits including, but not limited to following:
This role is a salaried, non-exempt position
(eligible for overtime pay)
.
Competitive pay range starting at $45,000 annually (rate based on experience and actual hours worked: base rate + monthly bonus + annual bonus eligibility).
In addition to an annual base salary, Service Advisors are also eligible for:
Monthly incentive opportunity:gross-profitbased
Annual incentive opportunity
Certification bonus opportunity
Excellent medical, dental, vision and prescription
Free AAA membership
Free uniforms and shoes
Up to 3 weeks of vacation in your first year
11 paid holidays
We offer profit sharing, and 401k with matching contributions.
Automatic 4% 401K employer contribution
Additional 401K match of 50% up to 6% contribution
(6% personal contribution @ 50% match = 3% company contribution + 4% automatic company contribution = 7% of your annual income)
We are committed to work-life balance
Closed Sundays
Shorter workdays than competitors (we close at 6pm)
Weekdays, hours are 7:30am-6pm
Saturday, hours are 8am to 4pm
Closed major holidays
We are looking for candidates who:
Required Qualifications:
Have a High School diploma,GEDor Technical school certification
Possesa valid driver's license
6 months or more of relevant customer service or sales experience
Knowledge & Skills:
Sales Acumen - uses knowledge to promote product/service value
Communication - effectively conveys information;demonstratesuse of listening skills
Taking Initiative - proactively seeks out ways to improve
Collaborative Partner- works well with individuals and groups to achieve common goals
Deliver Results - achieves excellence in all tasks and goals
Customer Focus -anticipatesand meets needs of customer
Ability to work effectively in a busy environment, interacting with people and dealing withdifficult situations
Preferred Qualifications:
Bachelor's degree
Work Environment
May experience loud noises and odors intermittently in the shop environment.
This position involves standing, walking and normal physical mobility, including reaching, grabbing,liftingand carrying automotive parts and equipment (averaging up to approximately 80 pounds in weight)
Must haveowntoolsappropriate fortheir skill level for use in the center.
Must be able to work in the heat, as some locations do not have air conditioning. Fans are presentinall facilities.
Must be able tomaintainworking on your feet in a concrete facility for the entire work shift.
Interested in learning more? Apply Today!
Who We Are
Become a part of something bigger.
The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.
By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance.
And when you join our team, one of the first things you'll notice is that same, whole-hearted, enthusiastic advocacy for each other.
We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger.
To learn more about AAA The Auto Club Group visit ***********
Important Note:
ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level.
The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.
The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.
Regular and reliable attendance is essential for the function of this job.
AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
$45k yearly 6d ago
Learn more about member service representative jobs
How much does a member service representative earn in Gastonia, NC?
The average member service representative in Gastonia, NC earns between $15,000 and $33,000 annually. This compares to the national average member service representative range of $21,000 to $45,000.
Average member service representative salary in Gastonia, NC