Bilingual Medicaid Customer Service Representative
Member service representative job in Tampa, FL
FLSA STATUS: Not-Exempt
About Leeds Resources:
At Leeds Professional Resources, our priority is client and candidate customer service. We want our clients to feel that they have received the best customer service experience from start to finish of the recruitment process.
We pride ourselves on taking the time to understand the client's business and the challenges that an organization incurs on a daily basis.
About our Client
Our client is a reputable resource center for senior citizens and is committed to excellence for their client base. Their staff of professionals work closely with seniors, their families, and help to identify and locate any services they need.
The team is looking to add an additional Medical Customer Service Representative to the growing team. This role is a temp to perm role (Pending performance). This role is an hourly based position and will be eligible for overtime payment.
Job Qualifications:
Bilingual in English and Spanish
Bachelors Degree; or Associate Degree and two (2) years of experience; or High School Graduate or Equivalent and four (4) years of experience
Successful completion of applicable background screening required
Customer Service Specialist
Member service representative job in Saint Petersburg, FL
Our commercial banking client is looking to hire a Client Service Specialist who would be responsible for managing the client journey to ensure exceptional services are provided with quick and accurate turnaround times. This would include engaging assigned team on client onboardings for deposit account and treasury services as well escalating research requests.
Responsibilities include but are not limited to:
• Identify customer needs and take proactive steps to maintain positive experience.
• Act as the main point of contact for clients within assigned market vertical and take ownership of completion of request.
• Foster a culture of partnership and collaboration with internal business partners to drive consistent communication and alignment.
• Liaise and advocate on behalf of the client and ensure a continuation of care when additional internal expert involvement is needed.
• Identity cross sale opportunities to appropriate line of business partners.
Customer Service Representative
Member service representative job in Riverview, FL
Leviat, a CRH company, is a global leader in lifting, insulating and connecting technology for the construction industry. The company employs nearly 3,000 diverse, talented employees at 60 locations globally. Leviat's engineered products and innovative construction solutions are used in a variety of market segments from residential, non-residential and infrastructure, enabling users to build better, stronger, safer, and faster. We stand together to REINVENT THE WAY OUR WORLD IS BUILT.
Job Summary
Receives, records, and reconciles customer service orders, inquiries, and complaints in a timely and professional manner. This is primarily an inbound position where you are working with customers to process orders, resolve issues, billing and supporting the outside sales reps etc. Ideally, we would like to find someone that is familiar with construction and/or industrial manufacturing business but are willing to train someone that has the right attitude.
Job Location
This role will work from our Riverview, FL facility.
Job Responsibilities
Answers incoming customer telephone calls in a courteous and professional manner
Responds to and investigates customer inquiries, concerns, and issues via phone, fax, mail, and e-mail in a timely and courteous manner
Receives, records, and routes customer orders/changes in appropriate manner
Answers customer inquiries and provides appropriate technical and/or product-related information
Researches and resolves customer complaints and/or billing issues
Contacts customers when necessary to follow-up on customer issues or orders/quotes
Obtains customer feedback information
Effectively communicates customer issues and concerns to all applicable internal staff members
Documents all contacts, actions, and responses in customer database
Route qualified opportunities to the appropriate sales executives for further development and closure.
Organizes and maintains file system: files correspondence and other records
Maintains working knowledge of products and/or services
Prepares reports and correspondence as needed
Performs other duties as assigned by supervisor
Job Requirements
Previous experience in outbound call center, insides sales, or related sales/customer service type role is a plus
Excellent customer service skills
Continuous operation of computer and telephone to answer customer inquiries
Excellent verbal and written communication skills
Proficient on [Microsoft Word and Excel]
Commitment to excellence and high standards
Strong organizational skills; able to manage priorities and workflow
Ability to work independently and as a member of various teams and committees
Ability to understand and follow written and verbal instructions
Acute attention to detail
Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
Ability to perform diversified clerical functions and basic accounting procedures.
Ability to effectively communicate with people at all levels and from various backgrounds.
Bilingual skills a plus.
ERP - AX a plus
Transportation System - Lima a plus
What CRH Offers You
Highly competitive base pay
Comprehensive medical, dental and disability benefits programs
Group retirement savings program
Health and wellness programs
A diverse and inclusive culture that values opportunity for growth, development, and internal promotion
About CRH
CRH has a long and proud heritage. We are a collection of hundreds of family businesses, regional companies and large enterprises that together form the CRH family. CRH operates in a decentralized, diversified structure that allows you to work in a small company environment while having the career opportunities of a large international organization.
If you're up for a rewarding challenge, we invite you to take the first step and apply today! Once you click apply now, you will be brought to our official employment application. Please complete your online profile and it will be sent to the hiring manager. Our system allows you to view and track your status 24 hours a day. Thank you for your interest!
Leviat, a CRH Company, is an Affirmative Action and Equal Opportunity Employer.
EOE/Vet/Disability
CRH 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
PARK SERVICES SPECIALIST - 37001140 1
Member service representative job in Thonotosassa, FL
Working Title: PARK SERVICES SPECIALIST - 37001140 1 Pay Plan: Career Service 37001140 Salary: $3,176.43 month/$38,117.16 annual Total Compensation Estimator Tool
Park Services Specialist (37001140)
State of Florida
Department of Environmental Protection
This position is located in Thonotosassa, FL
POSITION OVERVIEW AND RESPONSIBILITIES:
Hillsborough River Park is looking for a self-motivated park service professional to fill a Park Services Specialist position, providing visitor services, maintenance, protection, administration, and cultural resource management. The applicant must possess good visitor service and administrative skills, be able to work independently and have the ability to perform a variety of skilled trade functions using assorted equipment and tools. The applicant must be able to work rotating shifts including evenings, weekends and holidays.
DUTIES AND RESPONSIBILITIES:
Compliance with the processing requirements of Chapter 215.422, F.S. is mandatory. Persistent failure to comply with this section by any agency of the state shall constitute good cause for discharge of employees duly found responsible, or predominantly responsible, for failure to comply.
This is moderately independent work providing Visitor Services, Resource Management, Maintenance, Administration and Protection of Hillsborough River State Park, Fort Foster State Historic Site and Ybor City Museum State Park.
VOLUNTEER COORDINATOR
Recruits, screens, trains and oversees volunteers. Utilizes established system to coordinate the park's volunteer and manpower augmentation program. Determine park needs and coordinates volunteer placement. Develop volunteer job descriptions, procedural manuals, and evaluations. Plans and oversees volunteer schedules, tracks hours, prepares reports, and coordinates awards program
VISITOR SERVICES
Explains facilities and services provided for public use, enjoyment and education. Visitor interaction including answering questions, providing information, assistance, and directions. Resolve customer complaints while maintaining good customer service and upholding the Florida Park Service image
RESOURCE MANAGEMENT
Participates in all aspects of prescribed fire. Monitors, maintains, and protects the natural and cultural resources of the park. Develops and implements resource management plans. Plans and participates in invasive species control using chemical and mechanical means. Implements site restoration projects. Participates in hydrological resource restoration and monitoring. Collects, analyzes, and records data
MAINTENANCE - Construct maintains and repairs buildings, fences, trails, service roads, fire lanes, boardwalks, campsites, picnic areas and all other necessary facilities. Maintains cleanliness of grounds, facilities, and vehicles.
ADMINISTRATION Prepares forms and reports on a wide range of subjects including fees, receipts, visitor use, visitor contact, patrols, wildlife sightings and population counts, accidents, crisis and miscellaneous incidents, vehicle, boat and equipment operations, property records, purchase orders and requisitions, etc. Answer telephone, operate radio equipment and maintain logs. Answers correspondence and maintains park files
PROTECTION - Ensures park rules are enforced pertaining to all natural, historical and archaeological facilities and resources and use thereof for the enjoyment of the visitor
OTHER - Performs other related duties as required
Required Knowledge, Skills, and Abilities:
KNOWLEDGE OF:
* natural and cultural resource preservation and restoration techniques
* the principles, methods and techniques of training
* administrative principles and practices
* volunteer recruitment and management
* grounds and facilities maintenance techniques
SKILL IN:
* communicating effectively verbally and in writing
* accurately preparing reports
* interacting with all internal and external customers and the general public in a professional, tactful and courteous manner
* use of assorted hand tools, power tools and equipment.
* utilize a computer including, but not limited to software programs such as Microsoft Office Suite
ABILITY TO:
* participate in all aspects of resource management, including, but not limited to, prescribed fire activities, non-native plant removal which may include application of herbicide
* work outdoors in inclement weather conditions
* operate motorized vehicles
* communicate effectively verbally and in writing
* follow verbal and written instructions/directions
* work independently with minimal supervision
* establish and maintain effective working relationships with others
* collect fees, operate computer and point of sale systems, reconcile transactions
* recruit, screen and train volunteers
* complete interpretive training, present interpretive programs and coordinate special events
* identify and investigate problems and take appropriate action to correct problems
* conduct inspections, identify needs and investigate problems
* work rotating shifts including nights, weekends and holidays
* successfully complete ranger academy
* maintain a valid drivers' license
* successfully complete background & fingerprint check
* properly wear uniform
* comply with male and female hair grooming standards and body art and piercing restrictions
Minimum qualifications:
Valid drivers' license
BACKGROUND SCREENING REQUIREMENT: This position is a Position of Trust. Any applicant being considered for employment must successfully complete a Level 2 State and National criminal history check as a condition of employment before beginning employment, and also be screened in accordance with the requirements of Chapter 435, F.S. No applicant may begin employment until the background screening results are received, reviewed for any disqualifying offenses, and approved by the Agency.
Pay:
$3,176.43 month/$38,117.16 annual
Our Organization and Mission:
The Florida Department of Environmental Protection (DEP) is the state's leading agency for environmental management and stewardship - protecting our air, water and land. The vision of DEP is to advance Florida's position as a world leader in protecting natural resources while growing the state's economy. DEP encourages its leaders to constantly innovate and seek efficiencies. We believe in supporting and encouraging you as you take on important and often complex projects while offering you the opportunity to gain valuable experience quickly.
Where You Will Work:
Hillsborough River State Park
Ybor City Museum State Park
Fort Foster State Historic Site
c/o Hillsborough Island Administration
15402 N. US 301
Thonotosassa, FL 33592
Opened in 1938 as one of Florida's first state parks, this park is divided by the swiftly flowing Hillsborough River. Fort Foster, a replica of an 1837 fort from the Second Seminole War, is located on the park grounds adjacent to the river. Ybor City Museum is located in Ybor City. The museum interprets the cigar industry dating back to the late 1800's.
The Benefits of Working for the State of Florida:
Working for the State of Florida is more than a paycheck. The State's total compensation package for employees features a highly competitive set of employee benefits including:
* Annual and Sick Leave benefits.
* Nine paid holidays and one Personal Holiday each year.
* State Group Insurance coverage options, including health, life, dental, vision, and other supplemental insurance options.
* Retirement plan options, including employer contributions (For more information, please click ***************
* Tuition waivers.
* Total Compensation Estimator Tool
* And more!
For a complete list of benefits, visit ****************************
Special Notes:
DEP is committed to successfully recruiting and onboarding talented and skilled individuals into its workforce. We recognize the extensive training, experience, and transferable skills that veterans and individuals with disabilities bring to the workforce. Veterans and individuals with disabilities are encouraged to contact our recruiter for guidance and answers to questions through the following email addresses:
HR_**********************************
HR_**************************
An individual with a disability is qualified if he or she satisfies the skills, experience, and other job-related requirements for a position and can perform the essential functions of the position with or without reasonable accommodation. Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must contact the DEP Human Resources (HR) Office at **************. DEP requests applicants notify HR in advance to allow sufficient time to provide the accommodation.
The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.
Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (***************. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.
The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.
VETERANS' PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans' Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans' Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans' Preference documentation requirements are available by clicking here. All documentation is due by the close of the vacancy announcement.
Location:
Easy ApplyCustomer Support Representative
Member service representative job in Tampa, FL
Job Description
About the Role As the Customer Support Representative, you will be responsible for providing a positive experience to requesters in need of help, ranging from administrative assistance to product concerns. You are excellent at communicating with people of all levels and backgrounds, can empathize with even the most unhappy customer, and enjoy the relentless pursuit of knowledge. We currently offer support via email-to-case, phone, and chat. So, you must be a flawless, speedy, and empathetic written communicator. This Support Tier I position will enable you to learn best practices in customer service, case management, product expertise, and industry knowledge with a growing global company. Validity's strong commitment to customer success will provide you with a unique opportunity to become an integral part of Validity's continued growth.
Position Duties and Responsibilities
Triage Support inquiries and respond to incoming requests from customers, prospects, and colleagues through our support channels.
Educate requesters about best practices and product questions by recommending Help Center content and/or providing status updates.
Verify and/or modify user accounts, profiles, permissions, passwords, and contacts for customers upon request.
Become an expert on how Validity products work to help requesters understand the features and benefits pertaining to their specific needs.
Reproduce customer issues in a development environment to resolve basic troubleshooting issues.
Complete preliminary troubleshooting steps in reviewing customer nuances to determine cause of results in the products.
Understand what the requester needs and why they are asking, in order to troubleshoot before escalating to responsible internal parties.
Analyze customer issues using proprietary tools, publicly accessible tools, and data provided by the customer to determine root cause.
Consistently maintain excellent customer satisfaction ratings.
Provide prompt and accurate feedback to requesters.
Ensure the support SLA is met on all assigned Support cases.
Prioritize and manage several open issues at one time.
Create and/or maintain internal training documentation.
Participate in holiday on-call rotation as required.
Required Experience, Skills, and Education
Self-starting, intellectually curious, and creative individual comfortable operating in ambiguity.
2 years experience in a technical role.
Experienced in providing SaaS support.
Ability to work independently with little supervision and to seek assistance proactively to meet role-specific KPIs.
Proven ability to work in a fast-paced, iterative department with rapidly changing conditions.
Write and speak to customers in a clear, concise manner appropriate for the audience.
Ability to learn quickly, both about businesses and technologies.
Preferred Experience, Skills, and Education
One year of experience in answering support cases (i.e., Salesforce or Zendesk).
Experience working in a customer service environment and/or email deliverability.
Salesforce administration experience.
Hands-on experience with Validity products.
About Validity
For over 20 years, tens of thousands of organizations across the world have relied on Validity solutions to target, contact, engage, and retain customers - using trustworthy data as a key advantage. Validity's flagship products - Everest, DemandTools, BriteVerify, and GridBuddy Connect - are all highly rated, #1 solutions for sales and marketing professionals. These solutions deliver smarter email campaigns, more qualified leads, more productive sales, and ultimately faster growth.
Validity is a truly unique company - massive revenue growth, top-tier investors, 5-star product ratings, proven ability to acquire and integrate top tech companies and welcome them into the Validity family, a winning culture, and a work environment that fosters hard work, trust, and fun.
Headquartered in Boston, Validity has offices in Denver, London, Sao Paulo, and Sydney. For more information, connect with us on LinkedIn, Instagram, and Twitter.
_____________________________________________________________________________
Validity is proud to be an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants for employment regardless of actual or perceived race, color, ancestry, national origin, citizenship, religion or creed, age, physical or mental disability, medical condition, AIDs/HIV status, genetic information, military and veteran status, sex, parental status (including pregnancy and pregnancy-related conditions, childbirth, post childbirth, nursing mother, parent of a young child and parent of a foster child), gender (including gender identity and expression), sexual orientation, marital status (including registered domestic partner status), or any other characteristic protected by applicable federal, state, or local law.
_____________________________________________________________________________
Please review our Applicant Privacy Notice before submitting any information: Applicant Privacy Notice
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Service Specialist - No Nights, Weekends, or Holidays!
Member service representative job in Saint Petersburg, FL
…
Are you looking to continue your career path in hospitality and also have your nights, weekends, and holidays free? We've got the best of both worlds! The Power Design Surge Café is seeking a Café Service Specialist / Barista to join our growing team.
While working at the on-campus café at our corporate headquarters in sunny St. Pete, you will play a pivotal role in helping keep our culture fueled by building relationships with our PDI guests and serving items to keep their body and mind balanced. We are seeking candidates who can work in an evolving environment and deliver our "PlusONE" raving-fan customer service experience to the PDI Family. Apply today!
position details/responsibilities …
Be a front-facing ambassador of the Surge café and PDI culture.
Make and serve coffee/espresso drinks, smoothies and beverages in a timely manner.
Deliver and set up catered events for campus functions.
Partner with marketing on new and exciting café specials.
Replenish condiments, beverages and supplies as needed.
Assist with food and beverage services, assisting café team where needed.
Perform closing tasks and daily cleaning duties to preserve the café environment as safe, clean, and inviting.
here's what we're looking for …
At least 2-5 years of experience working in a field within the hospitality and service industry.
Excellent customer service skills, including patience and a friendly demeanor.
Engaging and outgoing personality to build relationships and ensure customer satisfaction.
Ability to multi-task, prioritize, and problem-solve while ensuring a “customer first” mentality.
Demonstrate and uphold all of Power Design's core values, which include integrity, accountability, teamwork, innovation and growth.
At Power Design, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates without regard to race, color, religion, sex, pregnancy, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information, military and veteran status, and any other characteristic protected by applicable law. Power Design believes that diversity and inclusion among our teammates is paramount to our success as a national company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool nationwide
Auto-ApplyHead Start Services Specialist
Member service representative job in Tampa, FL
Performs duties assisting with the coordination of services to pre-kindergarten children and conducts community outreach programs.
Ideal Candidate
The ideal candidate for the Head Start/Early Head Start Services Specialist (IT) position will have a Bachelor's Degree in Computer Science, Information Systems (IS), Cybersecurity, Computer or Software Engineering, or other related Information Technology (IT) Degree. Additionally, the ideal candidate will have at least one year of experience troubleshooting basic computer issues. Must be able to handle a high volume of work, prioritizing tasks when handling multiple assignments. Head Start knowledge and/or experience a plus.
Salary
Minimum: $42,057.60- $54,674.88/per year
Core Competencies
Customer Commitment
- Proactively seeks to understand the needs of the customers and provide the highest standards of service.
Dedication to Professionalism and Integrity
- Demonstrates and promotes fair, honest, professional and ethical behaviors that establishes trust throughout the organization and with the public we serve.
Organizational Excellence
- Takes ownership for excellence through one's personal effectiveness and dedication to the continuous improvement of our operations.
Success through Teamwork
- Collaborates and builds partnerships through trust and the open exchange of diverse ideas and perspectives to achieve organizational goals.
Duties and Responsibilities
Note: The following duties are illustrative and not exhaustive. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position. Depending on assigned area of responsibility, incumbents in the position may perform one or more of the activities described below.
Establishes and conducts outreach and recruitment programs to ensure enrollment of eligible children.
Conducts Individual Education Plan meetings to determine services needed to meet the special needs of each child.
Monitors the Individual Education Plan to assure that identified services are provided.
Refers children with disabilities for placement in kindergarten and provides parent/child transition services such as parent involvement, familiarity with school requirements and onsite visits.
Organizes and maintains both manual and computerized health record keeping systems in accordance with federal standards regarding control and confidentiality.
Compiles data on enrolled children using classroom observations and interviews with parents and teachers.
Writes narratives and reports.
Acts as liaison between staff, parents, and participating agencies in planning and conducting nutrition service programs designed to assist in meeting the needs of children.
Encourages parent participation as paid employees, volunteers or observers in Head Start activities such as program planning and classroom activities.
Refers families of Head Start children to community-based family support programs.
Assists with coordination of the Head Start Transportation System.
Assists with development and implementation of strategies for achieving educational objectives.
Evaluates educational services at Head Start Centers to ensure compliance with federal, state and local regulations.
Develops and conducts staff/parent training/education in the areas of health, child behavioral/development, and referral resources.
Assist in inspecting Head Start Centers to ensure compliance with fire, health and safety requirements.
Performs other related duties as required.
Job Specifications
Knowledge of the laws and regulations governing education and health service for children with disabilities.
Knowledge of developmental/child psychology.
Knowledge of social services and community resources available for pre-kindergarten children and their families.
Knowledge of human behavior and social problems.
Skill in the application of interviewing techniques.
Ability to work effectively with disabled children as well as others.
Ability to collect, organize and evaluate data and to develop logical conclusions.
Ability to communicate effectively, both orally and in writing.
Ability to develop and implement social service and basic education training programs.
Physical Requirements
This job is performed in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; and reach with hands and arms.
This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.
Work Category
Medium work - Exerting up to 50 pounds of force occasionally, and/or up to 20 pounds of force frequently, and/or up to 10 pounds of force constantly to move objects.
Minimum Qualifications Required
Graduation from an accredited four-year degree granting college or university with a major in a Social or Behavioral Science or Education; OR
An equivalent combination of education (not less than a High School Diploma/GED), training and experience that would reasonably be expected to provide the job-related competencies noted below.
Emergency Management Responsibilities
In the event of an emergency or disaster, an employee may be required to respond promptly to duties and responsibilities as assigned by the employee's department, the County's Office of Emergency Management, or County Administration. Such assignments may be for before, during or after the emergency/disaster.
Auto-ApplyConsumer Services Representative I
Member service representative job in Tampa, FL
Join us in our mission to transform healthcare! nirvana Health (under RxAdvance Corp.) is committed to bringing the art of the possible to the payer and PBM industries. We invest in our employees at every stage of life. Success radiates across all levels of our organization, driven by competitive benefits and a strong focus on employee wellness, we aim to support all aspects of employee growth.
Characterized by curiosity, innovation, and an entrepreneurial mindset, nirvana Health is the first to offer medical and pharmacy benefit management solutions that run on the same platform, made possible by our creation, Aria - the first robotic process automation cloud platform designed for healthcare.
Under the leadership of our Chairman John Sculley, former Apple CEO, and our President & CEO Ravi Ika, nirvana Health endeavors to sizably reduce the $1 trillion in waste in healthcare administrative and medical costs. We are seeking self-determined players to join our team - folks who embrace the grind and hustle of a growing company, are collaborative and innovative, are life-long learners and growers, and have an entrepreneurial and positive mindset.
Job Summary:
The Consumer Services Representative I is responsible for answering member, pharmacy, and provider inquiries via phone and written communication. They use problem solving skills and collaboration to resolve the non-clinical questions and/or concerns presented to RxAdvance. The Consumer Services Representative I works in a high-volume call center environment.
Job Responsibilities (but not limited to):
* Triage phone calls and written inquiries from members, pharmacy personnel, and providers.
* Maintain accurate and complete documentation of all inquiries for continuous improvement.
* Effectively communicate issues and resolutions to members, pharmacy personnel, providers, and appropriate internal staff.
* Follow all internal policies and procedures to ensure consistency, accuracy, and operational effectiveness.
* Use judgment and problem-solving skills to resolve members, pharmacy personnel, and providers concerns.
* Attend and complete required trainings as needed.
* Monitor ticketing system and respond to inquiries internal and external to RxAdvance.
* Assist in supplying suggestions and input into training manuals and training documentation.
* Monitor System Dashboard for accuracy and to verify documentation process is followed.
* Assist in peer level training and call observation of new hires.
* Take direction from Consumer Services Leads, Supervisors, Managers, and the VP of Consumer Services.
* Keep up to date with industry trends and regulatory changes in the Health Care industry
Qualifications:
Education and/or Training:
* High School Diploma or Equivalent required.
* Associate's or Bachelor's Degree is preferred.
Professional Experience:
* 1-3 years of Customer Service experience required.
* 1-3 years of Call Center or healthcare experience preferred.
Technical Skills:
* Basic level PC skills Required (for example: start up and shut down computer, use mouse to point and click, start, and close programs, switch between programs, save files, print documents and/or access information on-line).
* Basic Search Engines Skills Required, to include opening a browser, typing in URLs in the correct location, using a search engine, bookmarking a site, navigating using back/forward/stop buttons, and filling out forms online.
* Intermediate level keyboarding skills Required (at least 25 WPM, touch typing, formatting documents).
* Communicate effectively in writing and verbally.
* Basic or higher understanding of Microsoft Office preferred.
Additional Considerations:
* Applicants must be able to pass a background investigation as all offers are pending a successful completion of background check per the company policy.
Customer Service Representative
Member service representative job in Tampa, FL
Banko Overhead Doors is searching for a friendly and highly analytical and sales success driven Customer Success Specialist to join our customer care team. In this role, you will answer customer queries and resolve issues via appropriate channels, maintain knowledge of our products and services, obtain customer feedback, provide training to new hires and support the department management and lead roles.
A top-notch Customer Success Specialist will demonstrate excellent time management skills and be passionate about customer service and self-improvement. Ideal candidates should be great brand ambassadors who are willing to go the extra mile to ensure customer satisfaction.
Customer Success Specialist Responsibilities:
Promptly responding to customer queries via email, phone and in-person channels.
Immediately escalating serious complaints or issues that you are not equipped to deal with.
Liaising with colleagues or managers to find the best solutions to customers issues.
Identifying common problems and escalating them to management, along with possible suggestions for improvement, wherever possible.
Maintaining a polite, empathetic, helpful, and professional manner at all times.
Obtaining and sharing customer feedback with colleagues and other departments so that products and services can be improved.
Familiarizing yourself with new products and services as they are introduced.
Attending meetings as required.
Providing training to new customer service agents.
Respecting client confidentiality at all times.
Customer Success Specialist Requirements:
High school diploma or GED.
Bachelors degree in business, communications, or a related field may be advantageous.
Practical experience with help desktop software (i.e. Microsoft Suite), and CRM software.
Previous experience in a customer service role is preferred.
The ability to respond appropriately under pressure.
Sound judgment and excellent problem-solving skills.
The ability to speak a second language may be advantageous.
A positive attitude and the ability to build relationships with clients.
The flexibility to work irregular hours, when required. (specific role hours 10am-7pm)
Superb written and verbal communication skills.
It is the policy of Banko Overhead Doors to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Banko Overhead Doors will provide reasonable accommodations for qualified individuals with disabilities.
{Show Up for Banko & Banko Will Show Up for You We strive to provide long-standing partnerships with our customers. To do that requires our team members to be present and on the ready according to their schedules. We require all team members to show up for work with minimal call-outs based on our attendance policy. }
Compensation details: 21-22 Hourly Wage
PI35109138ea1a-31181-38847255
Member Service Representative (Full-Time) - Kissimmee
Member service representative job in Kissimmee, FL
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Desired Qualifications
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 1310 West Osceola Parkway, Kissimmee, Florida 34741
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at
****************************
.
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Auto-ApplyCommercial Services Specialist II (Manheim)
Member service representative job in Tampa, FL
Company Cox Automotive - USA Job Family Group Vehicle Operations Job Profile Commercial Services Specialist II Management Level Individual Contributor Flexible Work Option No remote option; must work at a specified Cox location Travel % No Work Shift Day Compensation
Hourly base pay rate is $19.57 - $29.38/hour. The hourly base rate may vary within the anticipated range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include commission (annual, monthly, etc.) and/or an incentive program.
Job Description:
This position will be responsible for the Closed Sale for Ford Motor Credit.
This position is responsible for the accurate and efficient preparation of vehicles for sale by coordinating the required paperwork and performing data entry of vehicle information. The Commercial Services Specialist ensures that an accurate and complete computerized and physical inventory of customer vehicles is established, and maintains and updates the inventories on a continuous basis in order to assign and prepare vehicles for the sale as required by Ford Motor Credit.
What You'll Do:
* Perform data entry of required information in the AS 400 system of vehicle identification number (VIN), and other descriptive information.
* Manage account relationships, maintaining effective communications and ensuring customer requirements are met.
* Maintain vehicle files; verify title information; log in titles when received; create and file in folders. Work with title department to ensure that a negotiable title is obtained for each vehicle assigned to the account.
* Work with posting clerk to ensure completion of recon, transportation, and all other vehicle charges are applied to the appropriate vehicle in the AS400 system.
* Respond to customer inquiries relating to vehicles. Provide quality service and assist in resolving problems.
* Mail out sale packages the day after sale.
* Pull and update consignment inventory information of vehicles transmitted by customer. Investigate transmission errors. Verify vehicle eligibility for the sale and provide customer with inventory reconciliation report.
* Communicate with Transportation department in order to arrange required transportation or obtain information including transportation condition reports, bills, etc. Pull transmitted transportation charges as needed.
* Establish customer vehicle files in the computer system. Update vehicle files on a continuous basis with standardized abbreviations to assure that vehicle location, condition, special announcements, and other activities relative to the vehicle are properly recorded.
* Seek floor price information from account representative and enter it into computer system.
* Review, enter, and update vehicle condition report information in the computer system. Pull and print electronic condition reports. Provide customer with copies as necessary.
* In coordination with account representative, account operations coordinator, and account specific procedures, prepare sale vehicle run process including run order, scheduling, notice to customer account, etc.
* Follow up on vehicle preparation for the sale by reconciling incoming bills against ordered work/repairs for each Institutional customer vehicle. Contact customer coordinators, service vendors and/or account representative when the information is missing or problems occur.
* Communicate with accounting department in order to balance the sale and perform post-sale invoicing for accounts receivable as needed.
* Maintain and update physical vehicle inventory files that document all activities relative to each customer vehicle, assuring accurate sale processing/closing records.
* Communicate with Online Operations department in order to prepare assigned vehicles for online programs.
* Prepare various reports, lists and handouts such as sales and expense report, sold vehicles by net amounts report, dealer attendance report, lot and transportation damage report, block summaries, etc.
* Visibly demonstrate safety commitment by following all safety and health procedures and modeling the behaviors related to such. Actively participate in support of all safety activities aligned with Safety Excellence.
* Perform other duties as assigned by management.
Qualifications:
* High School Diploma/GED and 3 years' experience in a related field.
OR the right candidate could also have a different combination, such as any level degree/certification beyond a HS diploma/GED in a related discipline.
OR 5 years' experience in a related field.
* Ability to work in a fast-paced environment, receptive to change and able to multitask.
* Prior clerical or administrative experience required.
* Proficient in Microsoft Excel required.
* Commitment to providing excellent customer service required.
* Must be able to operate adding machines and other office equipment (i.e., copier, fax machine, etc.).
* Ability to sit or stand for prolonged periods of time.
* Communications and Organizational skills required.
Drug Testing
To be employed in this role, you'll need to clear a pre-employment drug test. Cox Automotive does not currently administer a pre-employment drug test for marijuana for this position. However, we are a drug-free workplace, so the possession, use or being under the influence of drugs illegal under federal or state law during work hours, on company property and/or in company vehicles is prohibited.
Benefits
Employees are eligible to receive a minimum of sixteen hours of paid time off every month and seven paid holidays throughout the calendar year. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.
About Us
Through groundbreaking technology and a commitment to stellar experiences for drivers and dealers alike, Cox Automotive employees are transforming the way the world buys, owns, sells - or simply uses - cars. Cox Automotive employees get to work on iconic consumer brands like Autotrader and Kelley Blue Book and industry-leading dealer-facing companies like vAuto and Manheim, all while enjoying the people-centered atmosphere that is central to our life at Cox. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.
Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship.
Auto-ApplyPATIENT FINANCIAL SERVICES REP SENIOR - INS VERIFICATION
Member service representative job in Lakeland, FL
Job DescriptionDescription:
Summary/Objective:
Insurance Verification Representative reviews electronic eligibility response tasks daily. Updates patient insurance information to ensure accurate processing of claims. Accesses information through use of billing system and utilizes resources to determine eligibility and determine contracted status. Reviews claims halted or denied for insurance mastering corrections and refiles claims or processes balances to patient responsibility. Assists PFS Insurance Verification Representatives.
Essential Functions
Answers calls in a professional and timely manner while assisting patients, clinic personnel and insurance carriers with accurate information to ensure patient receives exceptional customer service.
Enters/Masters insurance information into the patient account system; received via patient calls, Internal clinic communications, and hospital information.
Reviews and Updates Patient Insurance per Pre-Visit tasks generated in the patient account system to ensure the patient's coverage is Active, HMO PCP Match, Contracted plan and mastered per the Managed Care Insurance Selection Grid.
Reviews and Updates Patient Insurance per TES-Edits generated in the patient account system, allowing the claims to be processed to the appropriate insurance carrier per effective and termination dates.
Reviews and Updates Patient Insurance per Rejection Tasks generated within the patient account system or Claim Logic program. Processes per established guidelines.
Identify Hospital patients, master insurance information in the patient account system and update the documentation presented by Coding department
Requirements:
Required Education and Experience: High school graduate. One - two years medical business office experience or related field.
Preferred Education and Experience: Basic medical terminology. Familiarity with various types of insurance plans (HMO's, PPO's, etc.)
Additional Eligibility Qualifications: Excellent organizational and problem-solving skills. Aptitude to retain detailed information. Ability to be multi-task oriented, to prioritize and to maintain production standards. Accurate typing rate of 40 wpm. Ability to operate the following equipment: computer, copier, fax, and 10-key calculator. Possess advanced skills in using telephone as a primary instrument for communicating and are knowledgeable with telephone etiquette. Must be able to assess a situation and decide best course of action. Professional appearance and manner required.
Care Center Representative
Member service representative job in Oldsmar, FL
Are you looking to make a difference in patients' lives with a company that values your expertise? Join us in our mission of delivering compassionate healthcare where it matters most -at home.
Days: Sunday, Monday, Tuesday, Friday Hours: 8:00 AM - 6:30 PM ET (Training Week #1 8:00 AM - 5:00 PM M-F ET)
Pinnacle Home Care, Florida's largest Medicare-certified home health provider, has been delivering high-quality, patient-centered care for over two decades, and we're looking for Care Center Representatives to join our award-winning team.
Key Responsibilities
Serve as the first point of contact for patients, caregivers, and healthcare professionals seeking information, assistance, or services.
Demonstrate interpersonal communication skills, empathy, and a customer-centric approach to provide outstanding support and ensure a positive experience for callers.
Provide crucial support in coordinating appointments, addressing inquiries, and facilitating communication between patients and the healthcare team.
Answer incoming calls promptly and professionally.
Provide information on home health services, scheduling, and general inquiries.
Follow established call center protocols and quality standards.
Escalate complex issues to appropriate personnel for resolution.
Document calls within medical records.
Code calls depending on the request and resolution provided.
Qualifications
Must have a high school diploma or equivalent. Additional education or training is a plus.
Proven experience in a call center or customer service role, preferably in healthcare.
Proficiency in using call center software and computer applications.
Excellent written and oral communication skills.
Ability to multitask, prioritize, and work in a fast-paced environment.
Why Choose Pinnacle?
Growth & Stability: Over two decades as Florida's largest home health agency.
Competitive Benefits & Perks: Including Daily Pay (work today, get paid tomorrow!) and an employee referral program where you can earn rewards.
Recognized Excellence: Ranked as a USA Today Top Workplace.
Supportive & Fun Culture: Join a collaborative, forward-thinking team that values both professional excellence and personal fulfillment.
Pinnacle promotes an inclusive environment and is an equal opportunity employer. We prohibit discrimination or harassment based on race, religion, age, gender, national origin, disability, veteran status, or other legally protected characteristics.
Be part of a company that empowers clinicians to make a difference in the lives of over 10,000 patients across Florida every day. Apply now!
Welcome Center Representative
Member service representative job in Kissimmee, FL
Job Description
Join Our Growing Family
Recognized as a leader in the vacation ownership industry, Vacation Village Resorts at Vacatia has sent family and friends on memorable vacations since 1981. Our Company offers deeded real estate interests at more than 30 resort and affiliate properties and has generated a worldwide owner base that exceeds 400,000 families. From mountaintops to beachfront, our resorts are located in some of the most popular vacation destinations in the U.S.
At Vacation Village Resorts at Vacatia, we are committed to providing our employees with a workplace environment that is safe, inclusive, productive, challenging, rewarding, and fun. When you become a member of our family, you join a company that is as passionate about its employees as it is about its customers and owners.
Job Summary:
The Welcome Center Representative enters data for tour reservations into SPI, Olympus & Excel from logs
received from In-House and field Off-Site Personal Contact (“OPC”). The Welcome Center Representative
receives phone calls from the field, to make tour reservations and reschedule tours. Runs manifest reports to
send to the tour registration desk(s).
Essential Duties and Responsibilities:
Enters the tour reservations data from OPC reports and phone calls.
Searches existing owners to link customer records.
Enters tour reservation into Olympus and logs data in Excel spreadsheet.
Generates tour manifests and support paperwork for In-house OPC's.
Totals tour counts and forwards to the department Director daily.
Reviews daily and weekly data and reports for distribution including; the tour manifests,
daily results, gifts and deposits.
Ensures reports are sent to the Marketing Directors, Marketing Managers, and Timekeepers.
Performs other duties as assigned.
Requirements:
Equitable work experience with a HS Diploma or equivalent considered.
Basic computer skills, including working knowledge of Microsoft Word , Excel and general computer
applications.
Excellent customer service skills and professional phone etiquette are mandatory.
Strong attention to detail.
Ability to work well in a team environment.
Must be able to demonstrate prompt, reliable and motivational demeanor at all times.
Organizational skills are required and a general professional appearance and attitude must be maintained.
May be required to work weekends, holidays and extended hours, if needed.
Must have the ability to work at multiple designated local locations on a weekly basis as needed.
Prior experience with Systems Products International (SPI) software systems.
Benefits:
Paid Weekly
Flexible Schedule
Paid Training
Paid Time Off
Health/Dental/Vision/Life Insurance
Accidental/Pet Insurance
401k Retirement Plan
Employee Discounts
Banking Representative - Westshore Office
Member service representative job in Tampa, FL
It is the goal of our Banking Representatives to provide quality exceptional service to our clients and prospective clients while operating a paying and receiving client window, balancing individual cash drawers and performing a variety of transactions including deposits, cash checks, payments, CTR preparation and client inquiries.
Primary Duties and Responsibilities
Consistently delivers outstanding client service with a friendly, can-do attitude, and willingness to help at all times.
Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction.
Initiates conversations to uncover client needs and capable of effectively referring customers to business partners for the selling and cross-selling of Bank products and services to clients, so that personal and Bank goals are consistently met and /or exceeded.
Demonstrates a developed rapport with the client base, greet by/use name, have knowledge of account ownership, be responsive and timely with requests and problem resolution and display a caring attitude.
Maintains a balancing record that is in line with policy and has the ability to find and correct outages and to enlist help as needed for more difficult errors.
Utilizes knowledge of the Bank policies and procedures and takes responsibility to keep up to date on any changes.
Continuously increases knowledge and skills through self-motivation, formal education, seminars and in-house training.
Maintains a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
Communicates via written or verbal format, at a professional level common within a business setting.
Works in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
Maintains a position of trust and responsibility by keeping all client business confidential.
This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
Minimum Qualifications
Experience with direct customer contact
High school diploma/GED
Preferred Qualifications
Experience delivering high levels of customer service and working with clients on a daily basis.
Previous teller or cash handling experience.
Experience working with Fiserv suite of systems.
Our Way
Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work
Make a meaningful difference in our community through our service and financial support
Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators
Benefits
You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:
Eligibility for health, dental, vision, life and disability insurance coverages
Retirement Plan - 401k with matching
ESOP- Employee Stock Ownership Plan
Time away from work - vacation time, sick time and holidays
Paid parental leave
Tuition Assistance
Professional development opportunities
THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER
A DRUG FREE WORKPLACE
E-VERIFY EMPLOYER
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Member service representative job in Winter Garden, FL
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Were a State Farm Chairmans Circle and Ambassador for Life office, recognized for our commitment to excellence and service. Our team proudly gives back to the community through events like Pizza Fridays, toy drives for homeless children with Matthews Hope Ministry, and other impactful initiatives. With a vibrant team of 9 professionals and over 100 years of combined insurance experience, we foster a supportive, collaborative, and energetic work environment.
Be part of a team that values hard work, celebrates success, and gives back to the community.
ROLE DESCRIPTION:
As a Financial Services Representative State Farm Agent Team Member with Craig Martin - 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:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Use your knowledge of State Farm insurance products to recommend, explain and sell policies to both cold and warm leads.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must currently hold their Florida 215 license.
Must currently hold Series 6/63/65 or SIE license.
Must be able to obtain other relevant financial service licenses.
Proven experience working as a financial services representative preferred.
Sound knowledge of financial legislation.
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
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Financial Services Representative - State Farm Agent Team Member
Member service representative job in Winter Garden, FL
Job DescriptionBenefits:
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 Blake Price - 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 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:
Prior financial services experience preferred.
Analytical and communication skills.
Ability to make presentations to potential customers.
Series 6/63/65 or 7 licenses preferred (must be able to obtain).
Financial Services Representative - SIE (Tampa, FL)
Member service representative job in Tampa, FL
Are you interested in financial services ? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team!
As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios.
To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses .
In This Role You Will :
Provide excellent customer service by identifying customer needs and determining the best solution for them.
Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from.
Show us your determination to drive sales by engaging customers and identifying new opportunities.
Follow processes and manage your time efficiently throughout the day.
Continually learn about investments and the financial markets to address the individual client's investment needs .
Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary.
Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important.
Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family).
Be involved in other projects and tasks (because there may be other things you can help with).
A Typical Workday as a Financial Services Representative includes :
Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests .
Following up with customers regarding outstanding account related items .
Participating in continuing education and development.
Benefits of being a Morgan Stanley Financial Services Representative
Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions .
Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning .
Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley .
Enjoy a hybrid work environment that enables employees to thrive .
Competitive base salary and a wide range of additional benefits including.
paid time off
savings programs
health care (medical, dental, vision)
insurance plans
tuition and licensing reimbursement along with student loan refinancing
fitness subsidy
401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program
family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments
generous parental leave
Commitment to Diversity and Inclusion .
Employees are encouraged to give back to your community.
.What You Bring to the Table:
You've successfully passed the Securities Industry Essentials (SIE ) Exam
A bachelor's degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education)
You've spent at least 2 years working in a customer-facing role
MUST be flexible to work a hybrid schedule (3 days a week in office)
Even better if you:
Have at least 2 years' experience working in a call center environment or within a financial institution
You can articulate your experience working on a team and in a highly collaborative environment
You have previously been in a role where you had to meet sales goals either through full time work or college internships
You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Member service representative job in Pinellas Park, FL
Job DescriptionBenefits:
Simple IRA
Hiring bonus
4 day work week
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 JOANNE DAUPHIN - State Farm Agent, you will successfully market the securities & financial products that manage everyday risks. Your proficient knowledge of securities & 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:
Must be able to obtain relevant securities licenses.
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
Member Service Representative (Full-Time) - South Tampa
Member service representative job in Tampa, FL
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 4530 S Dale Mabry Hwy, Tampa, FL 33611
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Auto-Apply