Customer Service Rep - Bilingual Remote
Remote job
Remote Bilingual Benefits Specialist
Why Work Here?
Room For Growth, Great Work Culture, Flexible Culture, Motivated Environment, Great Leadership
Due to the high demand for our services, we are hiring for Sales and Sales Leadership roles. We do virtual interviews via Zoom. Also, we have adapted sales positions where we can see all of our clients virtually through an online platform or on-site.
We are a publicly traded company and have been in business for over 70 years. In those 70 years, we have experienced ZERO layoffs. We are owned by Globe Life which is a Fortune 500 company out of Dallas, Texas. Globe Life is an official partner of the Dallas Cowboys and has the naming rights to Globe Life Field where the Texas Rangers play for the next 40 years. We have maintained an A (Excellent) rating from A.M. Best - an independent analyst of companies. This rating indicates that A.M. Best believes we have excellent financial strength. Our company was ranked among the Top 25 Happiest Companies to Work for in 2019. We are growing nationwide and are looking to expand our leadership team.
Our promotion track is based on hard work. We are looking for responsible individuals with high integrity, the ability to teach, coach, and train others. Our company only works with organized groups that request our services and have an interest in hearing from us. We spend ZERO time cold calling, telemarketing, or contacting friends or family members to build our client base.
We enjoy:
-weekly pay
-weekly bonuses
-residual income
-annual convention
-fun work environment
-goal-oriented promotions
Customer Service Rep Work From Home
Remote job
Remote Benefits Representative Company: American Income Life (a proud member of Globe Life, a publicly traded company on NASDAQ) Earning Potential: $70,000 - $120,000+ per year (commissions + residual) Work From: Anywhere in the U.S. or Canada
About the Opportunity
Tired of clocking in, clocking out, and getting nowhere fast?
This opportunity was built for those ready to break free from the ordinary.
American Income Life empowers driven, self-starting professionals to take control of their income and career. As a Remote Benefits Representative, individuals connect with clients virtually (via Zoom) to help them understand and enroll in benefit programs that protect their families. There's no cold calling, no micromanaging - just meaningful conversations and real impact, all from the comfort of home.
Those who are hungry for growth, financial freedom, and a career that truly rewards performance will find this to be the perfect fit.
Why Candidates Love Working Here
A Culture That Feels Like Family
Success is celebrated at every level. Expect a vibrant, supportive environment filled with recognition, giveaways, and virtual team events that make Mondays something to look forward to.
Freedom + Flexibility
Work from anywhere. Set a schedule that fits your life. Take control of your day - and your paycheck.
Real Growth Potential
Every leader in the organization began in this same position. Advancement is based on performance, not politics.
Financial Rewards That Match Effort
Base pay plus bonuses means earnings grow alongside results. Top representatives regularly earn $90K+ annually and advance quickly.
Comprehensive Benefits
Employees receive access to health, dental, and vision plans through Globe Life, along with voluntary coverage options tailored to individual needs.
Key Responsibilities
Meet with families virtually to help them select benefit programs that align with their goals.
Build trust, answer questions, and guide clients through enrollment.
Manage a personal book of business and maintain long-term relationships.
Collaborate with teammates and leadership committed to mutual success.
Ideal Candidate Profile
Self-motivated, positive, and eager to grow.
Excellent communicator - friendly, confident, and authentic.
Comfortable using Zoom and other online communication tools.
Must be a U.S. or Canadian citizen.
Passionate about helping others and building meaningful relationships.
No prior insurance experience is required - only a strong drive to succeed and a willingness to learn. Full training and mentorship are provided.
Application Process
Hiring managers are actively reviewing applications. Candidates should apply and watch for communication via text, email, or phone from a hiring representative.
Your future doesn't have to look like your past.
Take the first step toward freedom - apply today.
Customer Service Representative
Remote job
We are hiring a customer service representative to manage customer queries and complaints. To do well in this role you need to be able to remain calm when customers are frustrated and have experience working with computers.
Pay $18/HR (Monday-Friday Day Shift)
Work Environment: In-office training for 10 weeks. After successful training this position will become work from home.
Additional Info:
Must have reliable transportation and home internet access
Must have Long Term Care, Medicare, or Medicaid experience for this role
Customer Service Representative Responsibilities:
Maintaining a positive, empathetic, and professional attitude toward customers at all times.
Responding promptly to customer inquiries.
Communicating with customers through various channels.
Acknowledging and resolving customer complaints.
Knowing our products inside and out so that you can answer questions.
Processing orders, forms, applications, and requests.
Keeping records of customer interactions, transactions, comments, and complaints.
Communicating and coordinating with colleagues as necessary.
Providing feedback on the efficiency of the customer service process.
Managing a team of junior customer service representatives.
Ensure customer satisfaction and provide professional customer support.
Customer Service Representative Requirements:
High school diploma, general education degree, or equivalent.
Ability to stay calm when customers are stressed or upset.
Comfortable using computers.
Excellent communication skills and Microsoft Office Suite
Customer Service Representative
Remote job
Job Title: Remote Customer Service Representative
Monthly Pay: $3,700 - $4,500
We are looking for dependable and friendly Customer Service Representatives to join our team remotely. In this role, you'll help customers by answering their questions, resolving basic issues, and guiding them through account or order-related tasks. If you enjoy helping others, are comfortable using a computer, and want a stable work-from-home job, this is a great opportunity to grow your customer service skills in a supportive and flexible environment.
Job Responsibilities:
Respond to customer inquiries via phone, email, or chat with professionalism and care
Assist customers with account issues, order status, product questions, or general support
Use internal tools and systems to enter information and retrieve answers
Follow step-by-step training, company procedures, and scripts to ensure accuracy
Stay calm and positive in all interactions, even when handling concerns or complaints
Collaborate with team members and supervisors to improve the customer experience
Qualifications:
Strong verbal and written communication skills
Organized, self-motivated, and dependable
Comfortable working independently and handling multiple tasks
Basic computer skills (familiarity with browsers, email, and data entry)
Customer service, retail, or hospitality experience is a plus but not required
Perks & Benefits:
Competitive monthly pay: $3,700 - $4,500 based on experience
100% remote work with flexible scheduling options
Paid virtual training to help you succeed from day one
Friendly and helpful management team
Opportunities to grow into advanced customer service or team lead roles
Customer Service Representative
Remote job
Job title: Customer Support/Account Rep
Duration: 6months
Pay rate: $18/hr - $19.16/hour
Remote to Start: Kick off your journey with us from home! All classes and training sessions will be held remotely for 4-5 weeks.
In-Office Experience: Once training is complete, your role will transition to 5 days per week in-office, fostering collaboration, hands-on experience, and strong team bonds.
Hybrid Work Flexibility: After 6 months of service, enjoy a hybrid schedule that balances in-office and remote work-3 days in-office and 2 days from home-for greater flexibility and convenience.
Preference Criteria:
We prefer candidates with either a College Degree or Previous Contact Center Experience.
Position Description: Join our Client as a Customer Support Representative where you'll handle incoming phone calls regarding various service inquiries. You'll respond with accuracy and efficiency, consistently meeting key department performance metrics. Functional support areas include cash management products, online services, and general account or financial-related inquiries. Successful applicants will be highly professional, career-driven, and committed to delivering world-class service.
Key Responsibilities:
Addressing incoming phone calls with a high degree of accuracy and efficiency.
Providing support on cash management products, online services, and general financial inquiries.
Contributing to a fast-paced, team-oriented environment.
Multi-tasking and adjusting quickly to changes in a busy financial service center.
Qualifications:
Preference for a College Degree or Previous Contact Center Experience.
Highly professional, career-driven, and committed to delivering world-class service.
Excellent communication skills and ability to work effectively in a team environment.
Strong aptitude for multitasking and adjusting to fast-paced environments.
Why Join Us:
Opportunity to work with a reputable financial institution.
Dynamic and collaborative work environment.
Competitive compensation package and opportunities for career advancement.
Be part of a team dedicated to delivering excellence in client service.
Customer Service Representative - Remote - 50k-60k/Year
Remote job
We're looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day providing outstanding service and product knowledge.
Duties:
• Distributes all benefit enrollment materials and determines eligibility.
• Handle incoming customer service calls
• Dispatch incoming customer phone calls
• Accept customer calls and return customer
• Respond to client requests for coverages while representing their best interests.
• Create and explain individualized policies via our Needs Analysis system.
• Work and learn from management teams to stay up to date on new products, services, and policies.
Job Benefits:
• Full training provided
• 100% work from home.
• Competitive compensation.
• Paid weekly along with earned bonuses.
• Career advancement opportunities.
• Full benefits after 3 months.
• Values a healthy work-life balance
Customer Service Representative
Remote job
Job Title : Customer Service Advocate
Required Experience:
1-2 years call center experience.
1-2 years of experience with Windows based operating systems (Microsoft Office, Suite, etc.)
Requirements:
• The ability to attend training, nesting at Quaker Lane, Warwick RI office. During nesting, must pass metrics before transitioning to remote.
• The ability to work from home includes the requirement that high-speed internet be used and must be connected to home router via ethernet cable. Hotspots not allowed.
• A quiet place to work that is secure and free of distractions. Work from home is not a substitute for childcare.
* Must be able to use video during interviews and training.
*Class Start Date: " The plan is to train on-site at client office in Warwick, RI " Training Schedule: 8:30-5pm EST, 1 Hour Lunch
Regards,
Akansha Pandey
Recruiting Partner
Americas Recruiting - Technology
HAYS Working for your tomorrow
Email- *************************
Direct Number - **************
Client Services Associate
Remote job
About the role...
This role is a member of a client team and works closely with advisors, custodians, and external professionals. It's a great opportunity for someone who enjoys problem-solving, thrives in a collaborative environment, and wants to grow in the investment advisory space. Due to the collaborative nature of the role, the position is in office but my client offers flexibility to work remotely when life warrants.
Initial responsibilities include:
Support client service and account administration
Coordinate transactions like cash flows, asset transfers, and trades
Prepare client reports and meeting materials
Manage documentation and client records
Communicate with custodians and outside advisors
Contribute to team-wide projects and office operations
Qualifications:
Degree in Finance, Accounting or similar field
Salesforce experience a plus
Proficient in Microsoft Office (especially Excel and Outlook)
Remote Insurance and Investments Financial Services Rep
Remote job
Work From Anywhere Part-Time or Full-Time Insurance • Investments • Mortgage Looking for supplemental income or a career change? We train and license you to work in 3 of the most stable, high-paying industries no experience required. What's Included: Paid training + State & Federal licenses (covered)
Flexible schedule perfect for travelers or stay-at-home professionals
No quotas or income caps
Residual income + bonuses + stock options
Tax advantages (1099 contractor)
Requirements:
18+ & no felony record
Reliable Wi-Fi & Zoom access
Self-motivated & trustworthy
Part-Time PM Customer Retention Representative (Remote)
Remote job
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone.
What You Will Do:
* Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options.
* Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
* Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
* Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
* Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
* Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
* Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
* Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
* High school diploma or equivalent.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook.
* Minimum Typing speed of 30 wpm.
* Experience in a call center environment preferred.
* Some experience in insurance and/or sales is preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
Location: 7677 Henneman Way, McKinney, Texas
Consumer Services Representative
Remote job
We are seeking a motivated and customer-focused Consumer Services Representative to join our remote team. In this role, you will provide support to customers, answer inquiries, resolve complaints, and assist with product/service information. You will work closely with other teams to ensure high-quality customer service and satisfaction, all while working from the comfort of your own home.
Key Responsibilities:
Respond to inbound customer calls, emails, or chat inquiries in a timely, friendly, and professional manner.
Address customer issues, complaints, or concerns by troubleshooting and offering solutions.
Provide accurate information about products, services, or policies.
Process orders, returns, exchanges, or refunds as per company guidelines.
Maintain detailed records of customer interactions, transactions, and resolutions.
Handle high-volume inquiries while maintaining a positive attitude and professional demeanor.
Ensure customer issues are resolved efficiently, escalating more complex issues to the appropriate department when necessary.
Collaborate with cross-functional teams (e.g., technical support, billing) to resolve customer issues.
Contribute to continuous improvement by suggesting ways to enhance customer service processes.
Maintain up-to-date knowledge of product offerings, company policies, and industry trends.
Skills & Qualifications:
High school diploma or equivalent (Associates or Bachelors degree preferred).
Previous experience in a customer service or call center environment is preferred.
Excellent communication skills, both verbal and written.
Strong problem-solving skills and ability to think on your feet.
Ability to remain calm under pressure and manage difficult conversations with tact and professionalism.
Tech-savvy and proficient in using customer service software, CRM tools, and other online platforms.
Strong organizational skills and attention to detail.
Ability to work independently with minimal supervision and in a remote environment.
A positive and empathetic attitude with a passion for helping others.
Work Environment & Requirements:
Remote work with flexible hours (may include evenings or weekends based on business needs).
Must have a quiet and dedicated workspace.
Reliable internet connection and up-to-date computer equipment.
Ability to manage multiple tasks and deadlines simultaneously.
Willingness to undergo any necessary training for tools and systems used by the company.
Preferred Qualifications:
Previous experience working remotely.
Experience in consumer-focused industries (e.g., retail, telecommunications, financial services).
Familiarity with CRM systems such as Salesforce, Zendesk, or similar tools.
Benefits:
Competitive salary and benefits package (medical, dental, vision, etc.).
Paid time off (PTO) and holidays.
Opportunities for career advancement and professional development.
Flexible work schedule with the ability to work from home.
Preferred qualifications:
Legally authorized to work in the United States
18 years or older
Real Estate Loan Servicer-Hybrid
Remote job
The Real Estate (RE) Loan Servicer is responsible for daily cash management activities, including processing exceptions, initiating and submitting wire transfers, and ensuring accurate fund disbursements. This role prepares reconveyances following loan payoffs and manages reconveyance processing for monthly paid-in-full mortgage loans and home equity lines of credit. The Real Estate Loan Servicer also audits the legal file and maintains all collateral and legal documentation to ensure compliance and data integrity.
Responsibilities
Cash Management
Posts payments received.
Prepares daily funds transfer requests for payments, payoffs, and escrow disbursements.
Prepares daily wire transfer requests for management signature with a high level of accuracy. Submits Service Events to Payment Operations for timely processing of payments, payoffs, and escrow funds.
Balances the payment file between LFCU and the sub-servicer; troubleshoots discrepancies, resolves exceptions, and escalates issues or trends to management.
Balances new loan files from LFCU to the sub-servicer; identifies and resolves issues, and reports trends to management.
Reviews paid-off loan reports; sets up and removes auto-pay for both new and existing loans.
Fulfills sub-servicer requests for paid-in-full loan documentation.
Reviews new loan reports for accuracy; identifies and reports recurring errors or trends to management.
Member/Internal Customer Service
Answers member and internal customer calls. Provides exemplary service and strives to resolve concerns during the first interaction through active listening and problem-solving.
Serves as a liaison between the subs-servicer and the Credit Union regarding member loan adjustments, concerns, and credit bureau disputes.
Monitors and responds to Service Events within SLA.
Legal File Audit - Document Custodian
Performs audits of legal files to ensure accuracy and completeness.
Tracks and fulfills outstanding documentation requests from title companies and county recorders.
Identifies error trends during audits and reports findings to management; ensures all discrepancies are corrected promptly.
Fulfills document requests for paid-in-full loans. Maintains loan files and follows up on missing documentation as needed.
Member/Internal Customer Service
Answers member and internal customer calls. Provides exemplary service and strives to resolve concerns during the first interaction through active listening and problem-solving.
Serves as a liaison between the subs-servicer and the Credit Union regarding member loan adjustments, concerns, and credit bureau disputes.
Monitors and responds to Service Events within SLA.
Legal FileAudit - Document Custodian
Performs audits of legal files to ensure accuracy and completeness.
Tracks and fulfills outstanding documentation requests from title companies and county recorders.
Identifies error trends during audits and reports findings to management; ensures all discrepancies are corrected promptly.
Fulfills document requests for paid-in-full loans. Maintains loan files and follows up on missing documentation as needed.
Report Management
Transfers daily and monthly reports from the mortgage loan servicer website to LFCU shared folders.
Understands the purpose and content of all reports to ensure proper tracking and archival.
Reconveyances
Prepares reconveyance documents daily for 1st and 2nd Trust Deeds and weekly for Home Equity Lines of Credit.
Updates tracking records and ensures accurate documentation of reconveyance activities.
Prepares loan demands for Home Equity loans; processes payoffs and coordinates with title and escrow companies as needed.
Ships reconveyance packages to designated trustees promptly.
Other Department Duties
Contributes to the development and implementation of new programs and methods to improve efficiency and service quality.
Maintains updated insurance records; communicates with insurance companies as required.
Orders and tracks department supplies.
Processes Subordinations, Re-amortizations, and Title and Escrow requests.
Audits ARM loan adjustments to ensure accurate change dates and interest rate recalculations.
May assist in special projects and departmental initiatives.
Supports various reporting needs as directed by management.
Provides feedback to the Manager on recurring issues, system concerns, and opportunities for improvement related to Real Estate Servicing.
Works within and directly impacts their function, occasionally interacts with other departments.
Qualifications
Education
Min/Preferred: Preferred
Education Level: Year / Bachelors Degree
Description: Bachelor's degree preferred.
Experience
Minimum Years of Experience: 3
Preferred Years of Experience: 5
Comments: A minimum of 3-5 years of real estate loan, loan servicing and financial institution experience.
Knowledge, Skills & Ability
Working knowledge of the Microsoft Office products.
Experience using Symitar or other related core banking systems.
Knowledge of Mortgage Servicing Systems preferred.
Contribute to large projects and are a force of proposition on their scope of work towards improvements and achievement.
Disclaimer
Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.
Pay Range USD $24.81 - USD $37.21 /Hr.
Auto-ApplyLoan Servicing Representative (Remote $18.25/Hour + Monthly Bonus)
Remote job
At Exeter Finance, we are committed to helping customers find the right financing for their next vehicle purchase. By building strong relationships with our customers and network of dealer partners we are able to give options that make sense, getting customers behind the wheel of their car.
Every team member is integral to our success. Whether you're at a servicing center helping customers with their loans, in the field building relationships with dealers, or supporting the company from its corporate offices, you'll enjoy a nurturing, invigorating and positive work environment.
Our vision is to be a premier finance company and lender of choice known for its People, Performance and Service.
Job Description
Job Summary:
Minimize losses by assisting with recovery efforts on accounts that are 5 to 80 days delinquent. Help customers with general inquiries such as daily interest accrual, payment schedules, and due date change requests. Utilize auto-dialing and manual calling strategies to connect with customers and arrange payment solutions.
Job Duties:
Contact customers via phone to collect overdue payments, discuss payment arrangements, and answer inquiries regarding account status, payment options, or collection actions.
Ensure appropriate documentation of all customer interactions and account activities using collection software and systems.
Review delinquent accounts to determine appropriate collection strategies, identify at-risk accounts, and escalate complex cases or disputes to senior staff or management as necessary.
Monitor payment trends, proactively engage with customers showing signs of financial difficulty.
Work to reduce delinquency while achieving individual and departmental performance goals such as collection targets and resolution rates.
Collaborate with internal teams, including legal and customer service, to resolve issues and support best practices across the department.
Ensure compliance with all legal and company guidelines, including adherence to the Fair Debt Collection Practices Act (FDCPA) and relevant regulations.
Education and Work Experience:
Education: High school diploma or equivalent
Work Experience: 0-3 years relevant work experience
Previous experience in collections, customer service, or a related field, with a demonstrated ability to manage delinquent accounts effectively.
Strong negotiation skills with the ability to reach mutually beneficial payment agreements with customers.
Advanced knowledge of collections processes, payment systems, and applicable laws and regulations related to collections.
Excellent verbal and written communication skills, with the ability to clearly and professionally communicate with customers.
Strong organizational skills, with the ability to manage a large portfolio of accounts and prioritize tasks effectively.
Proficiency with collection software and systems, as well as basic office software such as MS Office.
Ability to handle difficult or complex customer situations with professionalism, empathy, and problem-solving skills.
Ability to work independently, with minimal supervision, while also being a collaborative team member.
Strong attention to detail and the ability to document and track account status accurately.
Goal-oriented, with a focus on meeting or exceeding individual and team performance targets.
Ability to maintain composure in high-pressure situations and resolve customer disputes or complaints efficiently.
#LI-Remote
Exeter Finance LLC is an Equal Opportunity Employer.
Individual compensation packages are based on various factors unique to each candidate including
skill set, experience, qualifications and other job-related reasons.
18.25 USD-$22.00
Auto-ApplyREAL ESTATE Loan Service Representative - Remote - USA) $20-25 p/hr FULL TIME
Remote job
Job Description: REAL ESTATE LOAN Customer Service Representative DO NOT APPLY IF YOU DO NOT HAVE SPECIFICALLY, REAL ESTATE LOAN SERVICE EXPERIENCE Company: Trophy Point Investment GroupPosition: REAL ESTATE LOAN Service Representative - Loan ServicesLocation: Remote (USA ONLY) Status Type: Full time 40 hours p/week ContractorCompensation: USA Contractor $20-25 p/hr Website: ******************************
Job Summary:Trophy Point is seeking a dedicated and detail-oriented REAL ESTATE LOAN Service Representative to join our team. This role is integral in managing inbound communication related to our loan services. The ideal candidate will have excellent communication skills, a strong understanding of loan products, and the ability to provide exceptional service to clients and prospective customers. This position offers an opportunity to engage with clients, answer inquiries, and resolve issues regarding loan products, applications, and processes.
Key Responsibilities:
Manage Inbound Communications: Answer phone calls, emails, and other forms of communication related to Trophy Point's loan services.
Provide Accurate Information: Address inquiries from clients and prospective customers regarding loan products, terms, conditions, and application procedures.
Assist with Loan Applications: Guide clients through the loan application process, explaining necessary documentation and next steps.
Problem Solving: Assist clients with any issues or concerns regarding their loan accounts, payments, and transactions.
Follow Up on Customer Inquiries: Ensure timely and effective follow-up on customer requests and questions.
Document Client Interactions: Accurately record customer inquiries, issues, and resolutions in the company's CRM system.
Collaborate with Loan Officers and Teams: Work closely with the loan services team to provide seamless customer service and escalate any complex issues.
Maintain Product Knowledge: Stay up-to-date with the latest loan products, policies, and industry regulations.
Adhere to Compliance Standards: Ensure all client interactions and services comply with company policies and regulatory requirements.
Qualifications:
Experience: Minimum of 1-2 years of loan service experience, preferably in loan services, banking, or financial services.
Communication Skills: Strong verbal and written communication skills with the ability to explain complex loan terms and processes clearly.
Technical Skills: Proficiency in Microsoft Office, CRM software, and phone systems.
Problem Solving: Ability to handle customer concerns and resolve them efficiently.
Attention to Detail: Meticulous in managing and recording customer inquiries and interactions.
Customer-Centric: A passion for delivering excellent service and helping clients achieve their financial goals.
Additional Skills:
Familiarity with loan products (home loans, personal loans, etc.) is a plus.
Ability to work independently and as part of a team in a fast-paced environment.
Multitasking and organizational skills to manage various communication channels simultaneously.
Bilingual candidates are encouraged to apply.
Why Join Trophy Point:
Be part of a premier private direct lender with a strong reputation in the real estate industry.
Work with a dedicated and passionate team committed to excellence and integrity.
Enjoy the flexibility and convenience of a remote working environment.
Contribute to the successful completion of real estate investment projects and the effective management of draw disbursements.
About Us: Trophy Point is a premier private direct lender providing flexible financing solutions for real estate professionals. Founded by West Point graduates, we uphold the highest standards of integrity and service.
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Patient Financial Services Representative III
Remote job
Fairview is looking for a Patient Financial Services Representative III to join our team! This is a fully remote position approved for a 1.0 FTE (80 hours per pay period) on the day shift. The DME/Follow-up/Billing department manages patient accounts by applying strong knowledge of insurance guidelines, denial codes, collection practices, and customer service. The team independently resolves billing concerns, processes correspondence and payment research, reviews explanations of benefits, and communicates clearly with patients, payers, and vendors to ensure timely and accurate claim resolution. Additional responsibilities include managing bad debt, completing refunds, verifying insurance, securing authorizations, and confirming sales orders in alignment with payer and compliance requirements.
Responsibilities
* Manages and resolves complex patient accounts by ensuring accurate financial transactions, appropriate reimbursements, and timely follow-up with payers, patients, and internal partners.
* Performs daily work with high accuracy and productivity, following departmental best practices while identifying and implementing process improvements.
* Serves as a subject matter expert with advanced knowledge of revenue cycle workflows, systems (including Brightree, expected payment calculations), payer policies, and regulatory requirements.
* Conducts detailed investigations of high-complexity accounts, processes internal and external correspondence, and ensures clear, professional communication.
* Utilizes multiple systems and payer portals to secure payment, verify insurance/demographics, apply correct adjustments, and educate patients/guarantors on financial responsibilities.
* Provides mentorship and support to team members, leading discussions, facilitating meetings, and contributing to high-visibility projects.
* Collaborates across departments to expedite account resolution and support business outcomes through accurate documentation, single-touch resolution, and continuous workflow optimization.
Required Qualifications
* 2 years in a medical billing office setting or relevant experience
* Organizational skills, Communication skills, Attention to detail
* Ability to problem solve and able to utilize resources independently
Preferred Qualifications
* 2 years of medical billing office setting experience
* MS Office experience
* Coordination of benefits experience
* Epic, Brightree, Billing Bridge, or comparable software account experience
* Experience working with medical terminology
* Experience working with CPT-4 and ICD-10
* Extensive knowledge of FV account review experience
* Extensive knowledge of FV system applications
* Extensive knowledge of FV RCM workflows
* Billing certification
* Substantial system super user experience
Benefit Overview
Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: *****************************************************
Compensation Disclaimer
An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored.
EEO Statement
EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Remote job
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
ROLE DESCRIPTION: As a Financial Services Representative with Grant Buckner State Farm, 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:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field.
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
This is a remote position.
Financial Services Representative
Remote job
We are an independent financial services division of Transamerica Financial Advisors with over 40 years of experience. Our mission is to provide comprehensive financial services to families, individuals, and businesses of all financial backgrounds. We take an educational approach to our services, ensuring that our clients understand the financial decisions they make and are prepared for a safe and stress-free life.
The Opportunity
This business opportunity allows you to join a team of ambitious entrepreneurs and leaders growing financial services businesses. You will receive weekly training and a personal group of experienced mentors to help you as you start your career. Our most ambitious associates receive quick leadership advancement and grow their own divisions. We are partnered with Transamerica, Fidelity, Nationwide, Athene, and many more A-Rated companies to provide financial education and solutions for our clients.
We are looking for someone who wants:
Remote Work from Home
Lucrative Career Change
To Work With People
Ownership of a Business
Control of Their Time
Commission, Residual, and Passive Income
A Career in the Financial Sector
Mentorship and Personal Development
Our Services
We offer a wide range of financial services, including:
Financial Education
Personal Finance
Retirement Solutions
Long Term Care
Small Business Protection Plans
401K and IRA Rollovers
Life Insurance Planning
College Planning
Estate Planning
And more.
First 30 Days & Training Program
You are able to start your business full or part time. Many of our new business partners start on a part time or referral basis as we grow a foundation for your career over the next 6 months. Many associates find it suitable to make the transition from a W2 into owning their own business on our platform over time.
Expect to spend 10-20 hours per week in the beginning of your career completing the training program. You will develop your own schedule.
In your first 30 days, you will complete our training program which includes:
Acquiring Your Life and Health License
Attending Virtual Trainings and Completing Field Trainings
Marketing and Growing the Foundation to Your Business
Developing Lead Systems and Creating a Business Plans
Identifying First Clients and Business Partners
You will be assigned multiple mentors to guide you along your journey as you grow more and more independent.
Virtual Live Weekly Training
Our firm hosts live weekly trainings twice a week on Tuesday evenings and Saturday mornings (outside of normal business hours). All associates are expected to attend these sessions as they are foundational to your success in this business.
Outside of the live weekly trainings, we offer additional product training, mentorship, leadership development, and business courses throughout the month.
Who Are We Looking For? Someone With..
Legality, Ethics, and Morality
Entrepreneurial-Minded/Self-Starters
Interest in Finance, Money, & Investments
Leadership Skills / Wanting Growth
An Ambitious, Go-Getter Attitude
Great People Skills and Public Speaking
Customer Service (Client Relations)
Requirements
Background Check & Clean Record
USA Citizen with Valid Social Security Number
At Least 18 Years of Age
High Level of Integrity and Moral Compass
****Able to Complete Licensing in 30 Days****
Entry-Level Financial Services Representative
Remote job
About Us The Munger Agency is a fast-growing financial services organization focused on helping individuals and families plan for a more secure future. We believe in empowering motivated individuals to take control of their careers while making a meaningful difference in the lives of others. Our team is remote-first, growth-driven, and dedicated to mentorship and professional development.
Job Summary
We are looking for self-motivated, coachable individuals who are ready to launch a long-term career in financial services. In this role, you'll connect with clients, identify their needs, and guide them through personalized financial solutions. No experience is required-we provide complete training and support to help you succeed from day one.
Key Responsibilities
Communicate with prospective clients who have requested information
Understand individual needs and provide tailored recommendations
Manage your schedule, client follow-ups, and personal goals independently
Work within a team-focused environment that values learning and collaboration
Participate in regular training and mentorship to improve performance
What We Offer
Work-from-home flexibility with full-time or part-time options
Complete training and hands-on mentorship
A supportive and growth-oriented team culture
Clear path to advancement and leadership opportunities
Requirements
What You Need
Strong communication skills and a desire to help others
Self-discipline and a high level of personal responsibility
Willingness to learn and adapt in a fast-paced environment
Comfortable working independently and remotely
Must be 18 or older and authorized to work in the U.S.
Financial Services Representative - State Farm Agent Team Member
Remote job
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Flexible schedule
Paid time off
Training & development
ROLE DESCRIPTION: As a Financial Services Representative with Robert Reed State Farm, 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.
This is a remote position.
Financial Services Representative
Remote job
Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker