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  • Client Service Representative

    Howden 4.0company rating

    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 Service Representative 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 Service Representative 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. 4d ago
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  • Customer Service Representative

    Judge Direct Placement

    Member service representative job in Charlotte, NC

    Responsibilities · Responds to inquiries received by phone, e-mail and/or face-to-face contact with customers and prospects about companies products · Processes all orders, customer requests, complaints, status of order questions, etc. · Input orders, prepare and issue RGA's and submit documentation for invoicing and credits · Process orders with appropriate internal departments to ensure inquiries are answered quickly · Apply customer IDs, part numbers and accurate pricing and discounts on all orders entered the system. · Receive customer order and confirm it is on file prior to shipment of goods. · Reviews duplicate purchase order report daily. Make corrections and communicate accordingly · Review open order report on a weekly basis to flag late orders. Follow up with the appropriate internal department to expedite the shipment of any late orders. Follow up with customer on status. · Prepare freight claims for damaged shipments. · Maintain up-to-date literature and price lists on shared servers for customer and internal needs. · Prepare Proforma invoices for export shipments. Issue insurance certificates for all export shipments · Obtain freight quotes for domestic and international shipments · Updates all product price lists with new prices. Circulate price lists to appropriate persons and for entry in MAX. · Performs other administrative tasks to include duties required to maintain the organization and maintenance of Customer Service files. · May assess needs and suggest/promote alternative products or services. Possesses comprehensive knowledge of subject matter. REQUIRMENTS High School Diploma or equivalent 4 plus years customer service experience in a manufacturing or production environment
    $26k-35k yearly est. 2d ago
  • Customer Service Representative

    LHH 4.3company rating

    Member service representative job in Charlotte, NC

    LHH is seeking a contract position, with potential for permanent employment, to support day-to-day customer interactions and administrative support functions within a fast-paced environment. This role is ideal for candidates with strong communication skills who enjoy problem-solving and delivering a high level of service. Key Responsibilities: Respond to customer inquiries via phone, email, or internal systems Provide order status updates, resolve issues, and escalate concerns as needed Enter and maintain accurate customer and order information in internal systems Coordinate with internal teams to ensure timely and accurate responses Assist with general administrative and customer support tasks Maintain professionalism and a customer-focused approach in all interactions Qualifications: Previous customer service or call center experience preferred Strong verbal and written communication skills Ability to multitask and manage priorities in a fast-paced setting Proficiency with Microsoft Office or similar systems preferred Position Details: Employment Type: Contract-to-Hire Pay Rate: $18-$20 per hour, based on experience Schedule: Full-time
    $18-20 hourly 1d ago
  • Nutrition Care Representative- Atrium Health Cabarrus- FT

    Advocate Aurora Health 3.7company rating

    Member service representative job in Concord, NC

    Department: 11903 Atrium Health Cabarrus - Food and Nutrition Status: Full time Benefits Eligible: Yes Hours Per Week: 40 Schedule Details/Additional Information: Varies Pay Range $18.85 - $28.30 Summary Ensures patients are served appropriate meals in accordance with the physician diet order. May be assigned as a host or hostess to explain patient meal service to patients. Works in the dishroom performing duties in cleaning and ensuring sanitation and safety of the department. Job Description Essential Functions * Transports and serves meals to patients on nursing units. * Assembles patient trays in the kitchen according to the physician diet order and patient meal selections. * Answers the telephone in the call center and enters the patient meal selections into the diet office software. * Works in the dishroom washing pots and utilizing the dish machine to wash patient and cafeteria dishes. * Delivers supplies to nursing units or other departments. Physical Requirements Must be able to lift a maximum of 35 pounds with frequent lifting and carrying up to 25 pounds. Pushing 350 pounds on carts up and down ramps. Repetitive motions such as turning, bending, lifting, pushing, pulling and twisting. Requires standing and walking for extensive periods of time. Education, Experience and Certifications High School Diploma or GED preferred. Must have basic math skills. Must be trainable on the diet office software and hospital information system. Must be able to use the printer, telephone, copier and calculator. Our Commitment to You: Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more - so you can live fully at and away from work, including: Compensation Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training Premium pay such as shift, on call, and more based on a teammate's job Incentive pay for select positions Opportunity for annual increases based on performance Benefits and more Paid Time Off programs Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability Flexible Spending Accounts for eligible health care and dependent care expenses Family benefits such as adoption assistance and paid parental leave Defined contribution retirement plans with employer match and other financial wellness programs Educational Assistance Program About Advocate Health Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation's largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.
    $18.9-28.3 hourly 5d ago
  • Customer Experience Representative

    GSM Services 3.7company rating

    Member service representative job in Gastonia, NC

    Are you looking for a reputable, stable company with supportive management who will value what you bring to the organization? If you are a self-motivated individual with great work ethic, then we would love to get to know you! GSM Services has been providing high-quality home and commercial improvement services to the Greater Charlotte area since 1927. We offer a wide variety of services for residential and commercial properties, including heating and cooling, insulation, and roof repair and replacement. The great people we add to our team enjoy a fun, friendly workplace where we provide training and benefits to allow us to keep them for years. Our high standards and uncompromising commitment to customer satisfaction has made GSM Services a success and a great place to work. We are always looking for qualified individuals who are willing to provide the highest quality of work possible. GSM Services wants to be the best place to work in our region and it takes teamwork to come together, work together and succeed together. Experience: 1+ years in Customer Experience or Customer Service (preferred) Hours Monday - Friday 8:00 am - 5:00 pm and On-Call Phone Support Rotation for weekends and holidays Be the Voice of Comfort & Peace of Mind At GSM Services, our customers come first-and that starts with you. As a Customer Experience Representative, you'll be the friendly, professional voice that connects our customers to the high-quality service we've delivered for nearly a century. If you thrive in a fast-paced environment, love helping people, and take pride in delivering exceptional service, we want to meet you! What You'll Do * Deliver outstanding customer service while upholding GSM Services' quality and performance standards * Answer incoming calls and direct them efficiently * Make outbound follow-up calls for service and sales support * Schedule service and sales appointments accurately and professionally * Take and relay phone messages promptly * Provide clear, helpful information to customers * Perform general administrative and clerical support duties * Prepare correspondence and documents * Conduct 3-Month Happy Calls to ensure customer satisfaction * Confirm appointments across all divisions as needed * Participate in the On-Call Phone Support Rotation for weekends and holidays What We're Looking For * Professional appearance and demeanor * Strong attention to detail and excellent organizational skills * Reliable, self-motivated, and proactive * Ability to remain calm and effective under pressure * Excellent verbal and written communication skills * Strong interpersonal and customer-focused skills * Proficiency with MS Word, Excel, and Outlook * Proven ability to multitask in a fast-paced, dynamic environment * Ability to read and write English at a high school level Why Join GSM Services? * Be part of a respected company with a long-standing reputation for excellence * Work with a supportive, team-oriented leadership group * Make a real impact on customer satisfaction and company success * Enjoy opportunities for growth and long-term career development
    $37k-56k yearly est. 8d ago
  • Service Point Specialist

    Mecklenburg County, Nc 4.2company rating

    Member service representative job in Charlotte, NC

    Sr Adm Support Assistant (Service Point Specialist) Department of Community Resources "Follow Your Calling, Find Your Career" Application deadline: 2/2/2026 Hiring Range: $20.00 - $26.13/hour This is a non-exempt (hourly) position. Pay rates are based on education, skill, experience level and internal equity. Internal equity considerations include an assessment of the applicant's salary history and qualifications in comparison to the market rate and requirements for the job. At Mecklenburg County, you'll have the chance to build a career as unique as you are with support, inclusive culture, and technology to become the best version of you. We're counting on YOUR unique voice and perspective to help Mecklenburg County become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. The Department of Community Resources (DCR) through its Community Resource Center, supports the core departments of Mecklenburg County Health and Human Services (HHS) in doing their business through an integrated service delivery model of subject-matter experts from each core department and community partners who provide services to County residents in our HHS Community Resource Center. In addition, DCR is responsible for administering Child Support Services, Economic Services, MeckSuccess, HOMES, and Unified Workforce Development programs, as well as Integrated Health and Human Services Mail Services. Position Specific Summary This is a part-time, temporary position. The selected candidate will support the Department Monday - Friday up to 20 hours a week. Shifts may vary between 10:00 AM to 2:00 PM or 11:00 AM to 3:00 PM. Applicants should be comfortable with scheduling flexibility within these time frames. Location: 3205 Freedom Drive Charlotte, NC 28208 Position Summary This is a customer-facing position that will greet, receive, and assign customers and the public who have come into the Mecklenburg County Community Resource Center (CRC) to apply for Health and Human Services and supporting programs. Health and Human Services agencies represented in the CRC are the Department of Social Services, Public Health, Child Support, Veterans Affairs and various community service organizations/agencies. This position is responsible for reviewing information in the state and county computer systems to assess need and case status, provide information and referral services, and utilize the queuing system to successfully route customers to the appropriate portal for the assistance they seek. This position may also provide administrative back-up to other administrative support functions. The goal of the Community Resource Center is to deliver quality, accurate, and personalized solutions that enhance customer satisfaction with every interaction. Essential Functions * Greets and receives customers who are in the Center to seek assistance and/or apply for benefits/services through the Department of Social Services, Child Support Enforcement, Public Health and Veterans Affairs and other Community Partner services offered within the CRC. * Researches various State and County computer systems to determine case status and to identify need. * Provides basic answers about services offered and referral information based on customers situation. * Inputs customer's demographic data into the computer systems as necessary to assign customer to appropriate service area. * Assigns customers to the appropriate department within the CRC by successfully utilizing the queueing system. * Scans customers' documents appropriately, provides detailed narrative information in the appropriate computer applications relative to the various departments' standard operating procedures within the CRC. * Assists customers with completion of required forms and applications as needed per program policy and procedural requirements. * Monitors customer activity in the lobby and waiting areas of the CRC to insure safety and to verify that all customers have been assessed. * Addresses the needs of customers of diverse languages, ethnic and socio-economic groups, and those with special needs. When appropriate, utilizes bi-lingual staff, agency interpreter, or contracted interpreter service using dual phone line or arranges an appointment with qualified interpreter. * Assess need for short-term child care while customer is inquiring or applying for services. * Must remain informed and knowledgeable of all programs and services offered within CRC including those offered by Community Organizations. * Maintain personal and professional competency via trainings. * General Administrative duties to include printing, copying, meetings, managing documentation, scanning and data entry. * Collaborate with staff to ensure the customer workflow is efficient and successful. Keep current with CRC process changes and ensure that customer communications reflect the correct and current protocols. * Collaborate with staff to function in support of each other to achieve the mission of HHS and Mecklenburg County; Assist with additional lobby services as needed (Scanning, Kids' Corner, Computer Room, etc.) * Maintain a professional environment. * Maintain county standards in professional appearance Minimum Qualifications Experience: Minimum of four years of administrative experience Education: High School Diploma or equivalent Combination of relevant education and relevant experience accepted?: Yes Licenses and Certifications May require a valid North Carolina or South Carolina Driver's License May require County Driving Privileges Preferred Qualifications Bilingual (Spanish and English) proficiency oral and written Knowledge, Skills and Abilities Knowledge of * Knowledge of proper and professional etiquette and skill in greeting and assisting customer. * Knowledge, understanding, and ability to relate to a diverse customer population. * Knowledge of proper grammar and formatting of correspondence and documentation; ability to compose short and concise summaries/narrative entries. * General familiarity with all services offered at the CRC, including requirements for submission of applications and referrals for multiple Departments including DSS, Public Health, Veterans Affairs and Child Support. * Knowledge of community-based agencies that may temporarily provide service in the CRC and communicate appropriately to the customer. * Knowledge of internal and external community resources. * Knowledge of the CRC operations, policies and procedures. * Administrative and clerical procedures and systems using various computer operations, managing files and records * Principles and processes for providing customer and employee services * Structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar Skills * Strong customer service skills including the ability to manage difficult customers. * Coordination and organization * Judgement and decision making * Time management skills, efficiency in navigating multiple required state and local computer applications/queuing systems to successfully perform the duties of the job, organization skills. * Effective listening, verbal, and written skills. Abilities * Adaptability: Maintain effectiveness when experiencing major changes in work responsibilities or environment; adjusting effectively to work within new work structures, processes, requirements, or cultures. Must have the ability to multi-task, including ability to receive requests, manage computer applications, and deliver service timely and with accuracy * Building Trust: Interacting with others in a way that gives them confidence in one's intentions and those of the organization * Communication: Clearly conveying information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the information provided * Customer Focus: Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty * Initiating Action: Taking prompt action to accomplish objectives; take action to achieve goals beyond what is required; being proactive. Possess sound judgement, think critically and the ability to make appropriate assessments timely * Planning and Organizing: Establishing courses of action for self and others to ensure that work is completed efficiently * Stress tolerance: Maintaining stable performance under pressure or opposition; handling stress in a manner that is acceptable to others and to the organization Computer Skills Data entry Intermediate use in various computer applications. Proficient in various computer applications including Microsoft Office Suite including, but not limited to: ISSI, NC Fast, EBT Edge, Crossroads, Microsoft queuing system, ACTS, OnBase, Microsoft Outlook, Excel and Word. Work Environment Works in an office setting with moderate noise Reasonable Accommodations Statement To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions. Disclaimer Statement This is not intended to be an all-inclusive list of job-related responsibilities, duties, skills, requirements or working conditions. Other duties may be assigned based on business need and the supervisor's request. Mecklenburg County reserves the right to revise the job description at any time. Designated positions may be required to assist in emergency and/or disaster situations.
    $20-26.1 hourly 8d ago
  • Inside Sales & Customer Support Representative - Marietta, OH

    Alliance Industries 4.8company rating

    Member service representative job in Monroe, NC

    The Customer Success Representative (CSR) supports customer relationships and internal sales activity by managing inquiries, orders, quotes, and service coordination from initial contact through completion. This role serves as a key point of contact for customers while working closely with Sales, Project Management, and Field Operations to ensure accurate execution and a consistent customer experience. WHO YOU ARE You are organized, proactive, and comfortable owning details. You communicate clearly, follow through, and can balance customer needs with internal operational priorities. You're comfortable working in a fast-paced, technical environment and understand that strong customer relationships, accuracy, and responsiveness directly impact business results. WHAT YOU'LL DO • Serve as a primary contact for customers, handling inbound and outbound communications related to products, services, orders, and scheduling • Conduct regular outbound outreach by assigned region or industry to support customer relationships and business development • Prepare and manage parts orders, equipment quotes, and service documentation • Support site visit coordination and appointments with sales representatives, project managers, and field supervisors • Respond to customer questions and resolve issues or complaints professionally and efficiently • Maintain accurate customer records, job files, and documentation within the CRM system • Identify and correct data discrepancies, including contact information, ownership changes, and duplicate records • Support billing and collections efforts for past-due accounts as needed • Act as a communication bridge between customers, operations, sales, and management to ensure alignment and follow-through WHAT WE'RE LOOKING FOR • Clear, confident communication skills, including the ability to present information and respond to questions in one-on-one and small group settings • Comfort working with both technical and non-technical information in an operations-driven environment • Strong organizational skills and attention to detail, particularly when managing quotes, orders, and customer data • A practical, problem-solving mindset and the ability to ask clarifying questions • Ability to manage multiple priorities without losing accuracy or responsiveness • A customer-first approach balanced with respect for internal processes and timelines QUALIFICATIONS • High school diploma or GED required • 1-2 years of experience in customer service, inside sales, customer success, or a related role; or an equivalent combination of education and experience (bonus points for industrial, manufacturing, construction environment experience) • Ability to read and interpret business documents, technical procedures, and role-related regulatory or compliance materials • Ability to perform basic business math, including percentages, discounts, and simple measurements relevant to quoting and order accuracy • Proficiency with Microsoft Office tools and CRM/database systems PHYSICAL REQUIREMENTS • Ability to stand, walk, reach, and communicate verbally throughout the workday • Regular use of hands and computer equipment • Ability to lift up to 25 pounds as required
    $34k-41k yearly est. Auto-Apply 23d ago
  • Customer Success Consultant - 100% Commission | Charlotte, NC (CSP-1063)

    Strickland Group LLC 3.7company rating

    Member service representative job in Charlotte, NC

    Job DescriptionAbout the Company The Strickland Group is a fast-growing, family-driven financial services organization built on integrity, vision, and long-term impact. Our mission is simple: serve people well and leave them better than we found them. We combine modern technology, AI-assisted systems, and real human connection to help families protect their future while creating meaningful career paths for our partners. Role Overview As a Customer Success Partner, you will work directly with individuals and families who have already requested information and support. Your role is to guide clients through a consultative process, ensure an exceptional experience, and help them make informed decisions that align with their long-term goals. No cold calling. No door knocking. You'll engage with warm inquiries using company-provided systems, training, and support. Responsibilities • Serve as a primary point of contact for assigned clients • Conduct virtual consultations via Zoom or phone • Educate clients on available solutions and next steps • Deliver a professional, relationship-based customer experience • Follow up with clients to ensure clarity and satisfaction • Utilize company CRM and systems to manage communication • Attend weekly virtual training and development sessions • Meet activity and performance benchmarks • Maintain compliance and licensing standards What We Offer • 100% commission-based compensation • Flexible remote schedule (part-time or full-time) • Warm client inquiries • Clear advancement and leadership pathways • Ongoing training and mentorship
    $64k-102k yearly est. 26d ago
  • Products and Services Specialist

    Duke Energy 4.4company rating

    Member service representative job in Charlotte, NC

    Important Application Submission Information In order to ensure your application is successfully received before the job posting expires, please submit your application by 11:59 PM on Thursday, February 12, 2026More than a career - a chance to make a difference in people's lives. Build an exciting, rewarding career with us - help us make a difference for millions of people every day. Consider joining the Duke Energy team, where you'll find a friendly work environment, opportunities for growth and development, recognition for your work, and competitive pay and benefits. Position Summary This position supports the management and day‑to‑day operations of Duke Energy and Piedmont Home Protection products, programs, and services. These offerings support Duke Energy's residential customer base and contribute roughly $150 million in annual revenue across all jurisdictions and affiliates. The role serves as a key representative for the Residential Solutions and Piedmont business units, providing expertise in program management, service offerings, marketing support, data insights, and process optimization. The ideal candidate has strong knowledge of product development processes, market research, and client relationship management. This role partners closely with cross‑functional teams to drive product innovation, enhance service delivery, and improve overall customer satisfaction. Additional responsibilities include supporting marketing analytics, sales performance reporting, and campaign measurement to guide promotional strategy and contribute to program growth across all channels. Analytical work will help identify customer segment nuances and support strategic targeting to increase portfolio engagement. This role also collaborates with internal partners to coordinate collateral for promotions, programs, and products. A working knowledge of Residential Solutions programs-including system processes, service and installation fulfillment, and invoicing-is essential. The position assists in training efforts, helping teams adopt new processes and procedures tied to updated policies and new initiatives. The role may occasionally act as a liaison with internal and external partners. Responsibilities Projects/Reporting Design diagnostic tools and reports for deeper understanding of performance and financial impact Support product lifecycle from ideation to launch, including research, documentation, governance support as well as planning and execution Contribute information & ideas for product/program/service plans designed to deliver expected financial results within budget guidelines Develop stakeholder relationships (vendor, market insights, campaign management, finance, regulatory, program performance) that support program plans and performance initiatives Recommend improvements or tests which improve customer response rates, lower acquisition expense, and reduce loss cost Coordinate and track proper follow up on system defects Provide input to product/program/services support teams for operational improvements Operations Develop, manage and maintain program documentation of financial performance Monitor product performance, analyze sales data, and gather customer feedback to identify areas for improvement and optimize product offerings Stay informed about industry trends, emerging technologies, and competitive developments to identify new business opportunities and stay ahead of the curve Collaborate with cross-functional teams, including marketing, sales, operations, and customer support, to ensure seamless execution of product and service initiatives Develop and implement processes for program performance reconciliation and validation Support processes for invoicing, processing and reconciliation Work with internal and external stakeholders to coordinate events and activities Create reports to analyze KPI information, prepare a summary of findings that lead to actionable improvement recommendations Coordinate and facilitate training for internal and external stakeholders Administer contract terms and track compliance Audit to call recordings to ensure compliance with customer interaction Interface with stakeholders to obtain and report customer satisfaction results Provide draft accrual submission Administration Understand and monitor issues impacting assigned programs including items like financial challenges, regulatory constraints, code & standard modifications, technology, and environmental standards which impact offerings. Formulate recommendations to address negative impacts and deliver a compelling case for the proposed modifications. Evaluate program outreach/engagement strategies and results to develop future research improvement initiatives Required/Basic Qualifications Bachelors degree in Business Administration, Engineering, Finance, Marketing or related degree In lieu of Bachelors degree(s) listed above, High School/GED degree AND 5 year(s) related work experience Desired Qualifications Bachelors degree In addition to desired degree, 1-year related work experience Business operation experience Demonstrated excellent interpersonal skills including communications skills, presentation skills, conflict resolution and management skills Proficient in Microsoft Office software tools Experienced in Power BI for data visualization and analysis Excellent leadership skills and good facilitation skills at all levels, both internally and externally to Duke Energy Experience working in utility regulatory environment Comprehensive financial and business acumen Analytics capability/ proven ability to analyze market and financial data and research to develop successful customer and product strategies and plans, e.g., market research, market strategy, competitive intelligence, product management, project development Proven project management skills Demonstrated ability to learn new systems Experience successfully working in a team environment to achieve shared goals Strong analytical skills with the ability to interpret data, analyze market trends, and make data-driven decisions Excellent communication, presentation, and interpersonal skills Ability to manage multiple projects simultaneously and prioritize effectively in a fast-paced environment Working Conditions Hybrid Mobility Classification - Work will be performed from both remote and onsite locations after the onboarding period. However, hybrid employees should live within a reasonable daily commute to the assigned Duke Energy facility. #LI-ZM1 #LI-Hybrid Travel Requirements 5-15%Relocation Assistance Provided (as applicable) NoRepresented/Union PositionNoVisa Sponsored PositionNoPlease note that in order to be considered for this position, you must possess all of the basic/required qualifications. Privacy Do Not Sell My Personal Information (CA) Terms of Use Accessibility
    $53k-78k yearly est. Auto-Apply 3d ago
  • Customer Segment Consultant

    Bank of America 4.7company rating

    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 4.7company rating

    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 23d ago
  • Member Services Representative

    Charlotte Nc 3.9company rating

    Member service representative job in Charlotte, NC

    is a set schedule, Saturday and Sunday from 2pm-10pm. The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. Essential Duties and Responsibilities Greet members, prospective members and guests, providing exceptional customer service. Handle all front desk related activities including: Answer phones in a friendly manner and assist callers with a variety of questions. Check members into the system. New member sign-up. Take prospective members on tours. Facilitate needed updates to member's accounts. Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed. Assist in maintaining the neatness and cleanliness of the club. Qualifications/Requirements Customer service background preferred. Basic computer proficiency. A passion for fitness and health. Upbeat and positive attitude! Punctuality and reliability is a must. Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations. Strong listener with the ability to empathize and problem solve. Demonstrate diplomacy in all interactions while using appropriate behavior and language. High School diploma/GED equivalent required. Must be 18 years of age or older. Physical Demands Continual standing and walking during shift. Continual talking in person or on the phone during shift. Must be able to occassionally lift up to 50 lbs. Will occasionally encounter toxic chemicals during shift. JOIN THE CLUB. Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team! Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet. TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU. Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
    $19k-27k yearly est. Auto-Apply 60d+ ago
  • Senior Commercial Loan Servicing Representative: Syndication and Participation Operations

    Wells Fargo 4.6company rating

    Member service representative job in Charlotte, NC

    About this role: Wells Fargo is seeking a Senior Commercial Loan Servicing Representative within Commercial Banking Operations. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Service Syndicated and Participated commercial loans. * Provide direct customer service and acts as primary servicing contact with various bank partners for the syndicated and participated loans * Determine appropriate course of action and conduct investigative steps to fully identify customer issues * Perform complex administrative and customer support tasks by managing daily schedules, and providing work direction to the team * Assist in setting performance standards, and recommend process or policy improvements to enhance customer satisfaction * Review moderately complex loan servicing documentation language, book and fund new loans and modifications, including reviewing of input * Provide training and guidance to less experienced loan administrators and perform quality assurance and approve the work of other staff * Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals * Interact with internal customers * Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: * 4+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Commercial Loan experience * Ability to review and interpret complex commercial loan documents * Ability to navigate multiple computer systems, applications, and utilize search tools to find information * Intermediate Microsoft Office (Word, Excel, and Outlook) skills * Excellent verbal, written, and interpersonal communication skills * Strong analytical skills with high attention to detail and accuracy * Intermediate Microsoft Office (Word, Excel, and Outlook) skills * Ability to manage a pipeline within key performance indicators Job Expectations: * This position is not eligible for Visa sponsorship * Candidate must be based out of posted location * Relocation assistance is not available for this position * Ability to work additional hours as needed * Not a hybrid position, position full-time in office Posting Location: * CHARLOTTE, NC Posting End Date: 5 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $65k-114k yearly est. 1d ago
  • New Hire

    International Paper 4.5company rating

    Member service representative job in Charlotte, NC

    Title** **:** New Hire **Pay Rate** : $22.42/hr **Category/Shift** : Hourly Full-Time 2nd or 3rd with some Saturdays **The Job You Will Perform:** + Set up the machine according to machine specific procedures. + Make necessary adjustments during set up and run to ensure quality work + Successful candidates will be required to learn the duties of assistant and/or machine operator and be prepared to promote to the next position level when a vacancy becomes available + Monitor quality throughout the production run + Complete the box Quality check required on each order + Follow all Lock out and Try procedures + Enter production data into computer + Keep machine from jam ups + Counting and stacking finished product + Report significant and major mechanical failure to department supervisor immediately. + Work at a fast pace. Machinery can run up to speeds of 360 pieces per minute + Work in close proximity to electrical, hydraulic and mechanical energy sources. + Ensure correct unit configuration per customer requirements. + Clean up housekeeping procedures such as blowing down the machine, wiping off shafts, cleaning ink systems, vacuuming and sweeping the machine area, and picking up and shredding miscellaneous scrap. + Work overtime and weekends as required + Interpret documents such as safety rules, operating and procedure manuals, etc. + Read a tape measure up to 1/16 + High school diploma or state registered GED preferred **The Skills You Will Bring:** + Counting and stacking finished product + Reading factory orders + Attention to detail and quality **The Benefits You Will Enjoy:** + Paid time off including Vacation and Holidays + Retirement, pension, and 401k Matching Program + Medical, Dental & Vision + Life & Disability Insurance **The Career You Will Build:** + Leadership training + Promotional opportunities **The Impact You Will Make:** We continue to build a better future for people, the plant, and our company! IP has been a good steward of sustainable practices across communities around the world for more than 120 years. Join our team and you'll see why our team members say they're **Proud to be IP** **Job Identification** 1079598 **Locations** Charlotte, NC, United States
    $22.4 hourly 30d ago
  • Senior Commercial Loan Servicing Representative: Syndication and Participation Operations

    W.F. Young 3.5company rating

    Member service representative job in Charlotte, NC

    About this role: Wells Fargo is seeking a Senior Commercial Loan Servicing Representative within Commercial Banking Operations. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Service Syndicated and Participated commercial loans. Provide direct customer service and acts as primary servicing contact with various bank partners for the syndicated and participated loans Determine appropriate course of action and conduct investigative steps to fully identify customer issues Perform complex administrative and customer support tasks by managing daily schedules, and providing work direction to the team Assist in setting performance standards, and recommend process or policy improvements to enhance customer satisfaction Review moderately complex loan servicing documentation language, book and fund new loans and modifications, including reviewing of input Provide training and guidance to less experienced loan administrators and perform quality assurance and approve the work of other staff Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 4+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Commercial Loan experience Ability to review and interpret complex commercial loan documents Ability to navigate multiple computer systems, applications, and utilize search tools to find information Intermediate Microsoft Office (Word, Excel, and Outlook) skills Excellent verbal, written, and interpersonal communication skills Strong analytical skills with high attention to detail and accuracy Intermediate Microsoft Office (Word, Excel, and Outlook) skills Ability to manage a pipeline within key performance indicators Job Expectations: This position is not eligible for Visa sponsorship Candidate must be based out of posted location Relocation assistance is not available for this position Ability to work additional hours as needed Not a hybrid position, position full-time in office Posting Location: CHARLOTTE, NC Posting End Date: 5 Feb 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $59k-97k yearly est. Auto-Apply 2d 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 Services Representative 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. 6d ago
  • Patient Financial Services Representative

    Paa/CABS

    Member service representative job in Charlotte, NC

    Job DescriptionDescription: SUMMARY: The Patient Financial Services Representative 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 Services Representative 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 Services Representative will respond to all incoming financial related inquiries including billing, explaining EOB's, fielding patient calls, applying adjustments, accepting proposals/negotiations. The Patient Financial Services Representative 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. 18d ago
  • Sales & Services Contact Center Representative

    Comporium 4.0company rating

    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 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 Services Representative - 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. 27d ago
  • B2B Customer Service Representative

    LHH 4.3company rating

    Member service representative job in Matthews, NC

    LHH is looking for a detail-oriented and proactive professional for a contract-to-hire B2B Customer Service Representative 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. 2d ago

Learn more about member service representative jobs

How much does a member service representative earn in Huntersville, NC?

The average member service representative in Huntersville, 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 Huntersville, NC

$22,000

What are the biggest employers of Member Service Representatives in Huntersville, NC?

The biggest employers of Member Service Representatives in Huntersville, NC are:
  1. Planet Fitness
  2. Charlotte Country Club
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