Medical Customer Service / Phlebotomist - Training Provided with Advancement Opportunities | Green Bay Isbell Location
Member service representative job in Green Bay, WI
By clicking the “Apply” button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Takeda's Privacy Notice and Terms of Use. I further attest that all information I submit in my employment application is true to the best of my knowledge.
Job Description
*Must have availability for nights and rotating weekends
Please take this virtual tour to get a sneak peek of one of our Plasma Donation Centers.
We are seeking dedicated individuals interested in building a long-term career with us in a permanent part-time or full-time capacity. This opportunity is ideal for candidates seeking professional growth and ongoing development within our organization. Please note that this is a permanent position and not intended for seasonal or short-term employment. We are looking for individuals who are available to work evening shifts and participate in a weekend rotation.
At BioLife, you'll find more than just a job - you'll discover a supportive, inclusive, and mission-driven culture where your contributions matter. Whether you're beginning your career or seeking new opportunities for growth, we provide clear pathways for professional development, including advancement into leadership roles.
The expected availability for is role includes evenings and rotating weekends. Scheduling needs may vary based on business operations.
What We Offer:
• Comprehensive benefits starting on Day 1 - because your well-being matters
• On-demand pay - access a portion of your earned wages before payday
• Debt-free education opportunities - earn your degree or certifications with no out-of-pocket costs
• Paid training - we'll set you up for success from day one
• Career growth and advancement opportunities - build your future here!
About the role:
Every day, the donors you meet will motivate you. The high-quality plasma you collect will become life-changing medicines. Here, a commitment to customer service and quality is expected. You will report to the Plasma Center Manager and will perform as a plasma donor screener and perform phlebotomy to support plasma center operations.
How you will contribute:
· You will answer phones, and greet and focus on our donors, while ensuring the safety of donors and our team.
· You will screen new and repeat donors and take and record donor vital signs and finger stick results.
· You will use our Donor Information System, prepare donor charts, maintain accurate records, and coordinate donor compensation.
· You will help identify operational opportunities for continuous improvement and initiate changes to center processes using company approved procedures.
· You will be there for our donors, which includes working a variety of shifts, Saturdays and Sundays, and holidays.
What you bring to Takeda:
· High school diploma or equivalent
· Ability to walk and/or stand for the entire work shift
· Will work evenings, weekends, and holidays
· Ability to lean, bend, stoop, crouch, and reach above shoulders and below knees
· Ability to lift to 5 lbs., and occasional lifting of materials up to 32 lbs. and rarely 50 lbs.
· Fine motor coordination, depth perception, and ability to hear equipment from a distance
· Because of potential exposure to bloodborne pathogens (risk level 1), 90% of work tasks require prolonged glove wear
· 1 or more years minimum experience working in a customer or patient facing role is helpful
What Takeda can offer you:
Every day at Takeda, we feel good knowing that what we do helps improve the lives of patients with rare diseases. At BioLife, while you focus on our donors, we will support you. We offer a purpose you can believe in, a team you can count on, opportunities for career growth, and a comprehensive benefits program to include retirement benefits, medical/dental, family leave, disability insurance and more, all in a fast-paced, friendly environment.
More about us:
At Takeda, we are transforming patient care through the development of novel specialty pharmaceuticals and best in class patient support programs. Takeda is a patient-focused company that will inspire and empower you to grow through life-changing work.
Certified as a Global Top Employer, Takeda offers stimulating careers, encourages innovation, and strives for excellence in everything we do. We foster an inclusive, collaborative workplace, in which our teams are united by an unwavering commitment to provide Better Health and a Brighter Future to people around the world.
BioLife Compensation and Benefits Summary
We understand compensation is an important factor as you consider the next step in your career. We are committed to equitable pay for all employees, and we strive to be more transparent with our pay practices.
For Location:
USA - WI - Green Bay - Isbell St
U.S. Starting Hourly Wage:
$16.00
The starting hourly wage reflects the actual starting rate for this position. The actual hourly wage offered will be in accordance with state or local minimum wage requirements for the job location.
U.S. based employees may be eligible for short-term incentives. U.S. based employees may be eligible to participate in medical, dental, vision insurance, a 401(k) plan and company match, short-term and long-term disability coverage, basic life insurance, a tuition reimbursement program, paid volunteer time off, company holidays, and well-being benefits, among others. U.S. based employees are also eligible to receive, per calendar year, up to 80 hours of sick time, and new hires are eligible to accrue up to 120 hours of paid vacation.
EEO Statement
Takeda is proud in its commitment to creating a diverse workforce and providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, parental status, national origin, age, disability, citizenship status, genetic information or characteristics, marital status, status as a Vietnam era veteran, special disabled veteran, or other protected veteran in accordance with applicable federal, state and local laws, and any other characteristic protected by law.
LocationsUSA - WI - Green Bay - Isbell StWorker TypeEmployeeWorker Sub-TypeRegularTime TypePart time
Job Exempt
No
Auto-ApplyVehicle Service Specialist - Now Hiring
Member service representative job in Kaukauna, WI
ALL ROADS LEAD TO THIS OPPORTUNITY
The journey to Valvoline Instant Oil Change (VIOC) is different for everyone. Our employees are students, recent grads, parents, veterans, career changers-who have all found their way to our team. No matter where you've been or what you're looking for, discover how your road leads to Valvoline.
ROLE OVERVIEW: What you'll do to drive success
When you join us as an Entry-Level Lube Technician, your personal and professional goals will be fueled by a friendly and collaborative team environment. Together, we'll help keep our guests safe on the road by providing top-tier customer service, while performing preventative maintenance services for their vehicles.
Your road to VIOC doesn't require previous automotive experience. Through our award-winning training program, we'll teach you how to:
Change oil
Check and refill fluids
Rotate tires
Test and replace batteries
Inspect and replace lights and wipers
Perform an 18-point maintenance check
And other preventive maintenance services
BENEFITS: What you'll gain to fuel your goals
We're committed to putting our people first in every way possible. That's why we offer a variety of benefits* to help you navigate and advance a better future.
Here's a look at some of our unique benefits:
Compensation:
Compensation: $16.50 per hour weekly pay.
Career Acceleration: Hands-on training for the potential to become a Service Center Manager within 18-24 months.
Debt-Free Education: 13 paid credit hours/year at WilmU, covering part-time enrollment over two semesters.
Life Balance: No late-night hours, holidays off, paid time-off availability, and back-up child and elder care.
Health Benefits: Medical, dental, and vision, plus prescription drug coverage with Health Savings Account contributions.
Employee Assistance Program (EAP): Quick, free, and confidential well-being support for all areas of life, including personal and work relationships, family, mental health, and legal issues.
Employee Perks: Company-provided uniforms and tools, 50% discount on VIOC automotive services, and 401(k) savings plans with a 100% match up to 5%.
QUALIFICATIONS: What you'll need to keep moving forward
From day one, you'll get hands-on training and support to thrive as a Lube Technician. All you need to do is bring your positive attitude, attention to detail, and passion for learning-and we'll help you every step of the way.
We seek team members with:
Schedule flexibility (Weekend availability is likely, but we ensure you don't work late nights or holidays)
An eagerness to learn, a friendly attitude, and a desire to be part of a customer-focused team
English fluency in reading, writing, and speaking
We expect you can:
Stand for up to 8 hours, climb stairs, and occasionally lift up to 50 pounds
Crouch, bend, twist, and work with your hands above your head
Be comfortable working in a non-climate-controlled environment
Wherever you are, wherever you're going, your future starts here. Because given the opportunity and support, we know everyone has something different, meaningful, and exciting to contribute. This is your chance to join a supportive team that's willing to go the extra mile to help you succeed in your own way. So, bring your story, bring your goals, bring yourself-bring what drives you.
*Terms and conditions apply, and benefits may differ depending on location.
Valvoline is proud to be an Equal Opportunity Employer and welcomes everyone to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
The Company endeavors to make its recruitment process accessible to any and all users. Reasonable accommodations will be provided, upon request, to applicants with disabilities in order to facilitate equal opportunity throughout the recruitment and selection process. Please contact Human Resources at 1.833.VVV.Report or email ...@valvoline.com to make a request for reasonable accommodation during any aspect of the recruitment and selection process. The contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Client Relationship Specialist - Appleton, WI
Member service representative job in Appleton, WI
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
To read more about our client offerings visit: Charles Schwab - Investor Services
What you have
Required Qualifications:
1+ years of Client/Customer Service experience
Preferred Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industry.
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Retail Customer Service Specialist (Shared-Multiple Locations)
Member service representative job in Appleton, WI
The individual selected for this role will be expected to work at Stores #703520, #703114, #703534 & 723989, located at:
- #************ N Westhill Blvd, Appleton, WI 54914
- #703114: 1023 W College Ave, Appleton, WI 54914
- #************ W Springfield Dr, Appleton, WI 54915
- #************ W Winneconne Ave Ste A, Neenah, WI 54956
This position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the products and store. Customer Service Specialists are tasked with achieving excellent customer service, while consistently meeting the store's sales goals.
Job duties involve contact with customers, which may include minors; and access to cash and other payment methods, electronic equipment, personal information, store merchandise and other items of value, and such access may be supervised or unsupervised. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company's customers, staff, employees, vendors, contractors, and the general public.
At Sherwin-Williams, our purpose is to inspire and improve the world by coloring and protecting what matters. Our paints, coatings and innovative solutions make the places and spaces in our world brighter and stronger. Your skills, talent and passion make it possible to live this purpose, and for customers and our business to achieve great results. Sherwin-Williams is a place that takes its stability, growth and momentum and translates it to possibility for our people. Our people are behind the strength of our success, and we invest and support you in:
Life … with rewards, benefits and the flexibility to enhance your health and well-being
Career … with opportunities to learn, develop new skills and grow your contribution
Connection … with an inclusive team and commitment to our own and broader communities
It's all here for you... let's Create Your Possible
What is the Process to get Started?
Step 1 - Online Application
Find the role(s) that interest you on our Careers page:
Set aside 15 minutes to create your profile by entering or importing your details from one of our job board partners
Step 2 - Digital Interview
Upon review of your application, qualified candidates will be invited to complete a digital video interview via HireVue, our interview partner. The interview will consist of a few behavioral based questions
You'll be able to record and complete your video interview anytime, anywhere! While you can complete this video interview on your own schedule, we ask that this step be completed within 7 days of receiving an invitation
Step 3 - In-Store Interview
Your video interview is reviewed by a member of our Recruitment team and our top candidates are invited to meet with our team in a store, specialty wholesale branch, floorcovering facility or delivery service terminal.
At Sherwin-Williams, part of our mission is to help our employees and their families live healthier, save smarter and feel better. This starts with a wide range of world-class benefits designed for you. From retirement to health care, from total well-being to your daily commute-it matters to us. A general description of benefits offered can be found at Click on “Candidates” to view benefit offerings that you may be eligible for if you are hired as a Sherwin-Williams employee.
Compensation decisions are dependent on the facts and circumstances of each case and will impact where actual compensation may fall within the stated wage range. The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. The wage range, other compensation, and benefits information listed is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable federal, state, and local laws including with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act where applicable.
Sherwin-Williams is proud to be an Equal Employment Opportunity employer. All qualified candidates will receive consideration for employment and will not be discriminated against based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, pregnancy, genetic information, creed, marital status or any other consideration prohibited by law or by contract.
As a VEVRAA Federal Contractor, Sherwin-Williams requests state and local employment services delivery systems to provide priority referral of Protected Veterans.
Please be aware, Sherwin-Williams recruiting team members will never request a candidate to provide a payment, ask for financial information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process.
Ensure high levels of customer satisfaction through excellent sales service
Assist customers in person and over the phone by determining needs and presenting appropriate products and services
Build productive trust relationships with wholesale and retail customers
Process sales transactions accurately and consistent with policies and procedures
Follow and achieve sales goals on a monthly, quarterly, and yearly basis
Maintain precise work order files and formulas
Pull appropriate products from the sales floor or warehouse
Tint and mix products, as needed, to customer specifications
Stock shelves and set up displays
Clean store equipment
Load/unload delivery trucks
Assist in making deliveries, as needed
Maintain in-stock and presentable condition assigned areas
Remain knowledgeable on products offered and discuss available options
Comply with inventory control procedures
Suggest ways to improve sales
Minimum Requirements:
Must be at least eighteen (18) years of age
Must be legally authorized to work in the country of employment without needing sponsorship for employment work visa status now or in the future
Must have a valid, unrestricted Driver's License
Must be able, with or without reasonable accommodation, to retrieve material from shelves and floor stacks and lift and carry up to 50 lbs. frequently and up to 70 lbs. on occasion
Must be willing to work all scheduled hours, which may include evenings and weekends, with or without reasonable accommodation
Preferred Qualifications:
Have at least a High School diploma or GED
Have at least one (1) year experience working in a delivery, retail, or customer service position
Have previous work experience selling paint and paint related products
Have previous work experience operating tinting and mixing equipment
Ability to read, write, comprehend, and communicate in more than one language
Ability to read, write, comprehend, and communicate in Spanish
#SHWSales
Event Services Specialist
Member service representative job in Green Bay, WI
Discover Green Bay is looking for a warm, organized, energetic team member to help us welcome visitors and showcase everything Greater Green Bay has to offer. Our Event Services Specialist stays plugged in as the heartbeat of hospitality in our community. Build and maintain relationships with local business owners and decision makers. Help match event needs with the incredible restaurants, venues, attractions, and service providers that make Greater Green Bay a showcase destination. Coordinate details, prepare materials, create unique gift baskets, schedule logistics, and ensure every individual group feels genuinely welcomed. Your work will shape how visitors experience Greater Green Bay.
This flexible, part-time position (about 16 hours per week) is perfect for someone who loves details, communication, and creating memorable moments. You'll join a fun, supportive team and take pride in bringing events to life with professionalism, creativity, and heart.
If you're ready to help make unforgettable experiences happen, we'd love to meet you.
GENERAL SUMMARY:
The Event Services Specialist provides exceptional support to conventions, meetings, and sports events that bring visitors to the Greater Green Bay area. This part-time role focuses on delivering outstanding service to event planners and guests while showcasing everything Greater Green Bay has to offer as a premier meeting destination.
The Specialist coordinates event logistics, communicates with planners and local partners, and ensures that each group enjoys a seamless and welcoming experience. Through professionalism, attention to detail, and genuine enthusiasm for the region, this position helps reinforce Discover Green Bay's reputation for excellence.
RESPONSIBILITIES: ESSENTIAL JOB FUNCTIONS:
Serve as the primary point of contact for assigned conventions, meetings, and sports events after booking, providing responsive, professional, and proactive support to planners and attendees.
Serve as liaison between confirmed meeting, convention, and sports event planners and local hospitality partners to ensure service needs are met efficiently.
Promote Greater Green Bay's hospitality community by connecting event organizers with local venues, attractions, restaurants, and service providers that enhance their group's experience.
Collaborate with the Sales team to develop and implement service plans that align with each event's goals, including timelines, communications, and follow-up.
Prepare and coordinate event materials, such as name badges, welcome packets, delegate kits, signage, and destination information.
Assist event planners with program enhancements such as transportation, identifying local speakers, entertainment, spouse programs, tours, special activities, and signature experiences; coordinate welcome addresses and on-site registration logistics to ensure a smooth and engaging start to each event.
Work closely with the Director of Partnerships to assemble and deliver donation baskets or welcome gifts that highlight Greater Green Bay's local products, attractions, and hospitality partners.
Represent Discover Green Bay at events by providing on-site assistance-including registration or hospitality desk coverage-and ensuring guests receive a warm and knowledgeable welcome to the community.
Recruits, engages, and schedules volunteers for conventions, meetings, and sports events, ensuring they represent the Discover Green Bay's values and deliver a welcoming, professional, well-prepared, exceptional experience for all guests.
Maintain a strong understanding of the destination's amenities, attractions, and hospitality offerings to confidently promote Greater Green Bay to visiting groups and partners.
Support repeat business and client satisfaction efforts by documenting post-event feedback, updating CRM records (Simpleview), and assisting with follow-up communications.
Collaborate with internal departments to ensure consistent messaging and quality across all visitor-facing materials and experiences.
Maintain all necessary records and reports including entertainment databases through the organization's chosen CRM system.
Demonstrates the DGB's mission, vision, and values by consistently providing warm, authentic, and service-oriented experiences that reflect the spirit of Greater Green Bay. Acts as an ambassador of the community, fostering collaboration, inclusion, and pride among visitors, partners, and colleagues.
Performs all other duties as assigned.
KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
1. Demonstrated ability to provide professional, proactive support to clients and partners in the meetings and hospitality industries.
2. Strong written and verbal communication; able to represent the community positively with planners, vendors, and the public.
3. Ability to manage multiple servicing projects, track timelines, and meet deadlines in a part-time schedule.
4. Demonstrates empathy, active listening, and situational awareness when working with planners, partners, and teammates; effectively manages stress, maintains professionalism, and builds trust-based relationships that reflect the Discover Green Bay's culture of hospitality and respect.
5. Well-versed in Microsoft Office Suite and CRM software as well as demonstrated expertise in database management and CRM systems.
6. Flexible and collaborative; able to work independently, anticipate needs, and problem-solve in a fast-paced environment.
7. Enthusiasm for Greater Green Bay and its tourism assets; commitment to sharing destination knowledge with visitors and partners.
EQUIPMENT TO BE USED:
Hardware and software chosen by the organization including Microsoft Office, Simpleview, Google Docs, etc.
Audio/Visual equipment such as projectors and other presentation/speaker related equipment.
Trade show booths, displays and equipment associated with trade shows.
Must be able to operate a motor vehicle and have a valid driver's license.
TYPICAL PHYSICAL DEMANDS:
Frequent mobility and/or sitting required for extended periods of time. Requires eye-hand coordination and manual dexterity to operate keyboard and other standard office equipment. Eyesight correctable to 20/20 to read communications, reports and computer terminals. Requires hearing within normal range when communicating with company personnel or clients in person or via the telephone. Must have a valid driver's license in order to perform outside convention sales calls. Requires occasional lifting to 50 pounds. May require some irregular work hours.
WORK ENVIRONMENT:
1. Normal office environment with little exposure to excessive noise, dust, temperature, and the like.
2. Regular local travel to partner facilities and event venues.
3. Position is part-time (averaging approximately 16 hours per week) based upon the needs of the organization and the event calendar.
Customer Support Representative
Member service representative job in Plymouth, WI
Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee discounts * Health insurance * Vision insurance Benefits/Perks * Medical insurance * Dental insurance * Vision insurance * 401K retirement with company match * Vacation, paid time off * Company-paid training
* Employee discounts for Culligan in-home products
* Eligibility for annual recognition and training meetings/events
Job Summary
We are looking for a Full-Time Customer Service Representative in our Plymouth location for the hours of Monday-Thursday 8-5 and Friday 8-2. Culligan Water is seeking an individual experienced in customer relations. The Customer Service Representative works directly with customers to discuss orders, resolve problems, and meet related needs. To be a successful Customer Service Representative, you should be detail-oriented, organized, and have strong interpersonal and communication skills.
Responsibilities
* Extensive problem-solving, order processing, and helping to manage customer accounts
* Provide proactive sales support by developing close relationships with customers
* Schedule service and delivery orders
* Coordinate schedules with the service/operations team
* Contact customers for purposes of scheduling additional services or offering maintenance plans
* Refer unresolved customer grievances to designated departments for further investigation
Qualifications
* High school diploma or GED
* Minimum of two years of customer service experience required
* Strong time management and project management skills
* Proficient in Microsoft Office (word, excel, outlook)
* Excellent communication skills, both written and verbal
About Culligan
As the world's leading water experts, we are dedicated to delivering high-quality water solutions to residential, commercial, and industrial customers. Culligan International offers technologically advanced, state-of-the-art water filtration products, including water softeners, water filtration systems, industrial water treatment solutions, drinking water systems, and whole-house filtration systems.
About Culligan
Great tasting water. Brighter future. Bigger job opportunities. Culligan is making a real difference in the lives of people all over the world by providing better, cleaner water through our suite of innovative products and exceptional customer service. Join the Culligan team. Apply for a job now.
Culligan provides healthy, delicious water for our customers in their homes, offices, businesses, and industrial facilities around the world. Our complete line of water softeners, water filtration systems, commercial and industrial water treatment solutions, drinking water systems, whole-house filtration systems and bottled water delivery options set the standard in the water treatment industry.
This location is independently owned and operated. Your application will go directly to the owner, and all hiring decisions will be made by the management of this location. All inquiries about employment at this location should be made directly to the location owner, and not to Culligan Corporate.
Licensed Insurance Customer Service Representative
Member service representative job in Kimberly, WI
Job Description
Join The Insurance Resource as a Licensed Insurance Customer Service Representative in Kimberly, Wisconsin, where we believe in building meaningful customer relationships through exceptional service. Our team is dedicated to fostering a supportive and engaging environment that enhances both personal and professional growth. In this role, you'll have the opportunity to work directly with our clients, ensuring they receive the help and guidance they need with their insurance policies. We are searching for a communicative and customer-focused individual who can thrive in a collaborative setting. Your role will involve direct client interactions to solve inquiries, resolve issues, and provide excellent support. If you are committed to making a positive impact and enjoy helping clients, this position is perfect for you.
Benefits
Paid Time Off (PTO)
Mon-Fri Schedule
Retirement Plan
Evenings Off
Flexible Schedule
Responsibilities
Client Support: Provide exceptional customer service by addressing policyholders' queries and concerns promptly and professionally.
Policy Management: Assist clients in understanding policy details and make necessary changes or updates as required.
Claims Assistance: Guide clients through the claims process, ensuring all documentation is submitted accurately and timely.
Problem Resolution: Collaborate with clients to resolve any issues related to their insurance policies effectively.
Education: Educate clients about policy provisions, coverage options, and renewals to enable informed decision-making.
Feedback Collection: Gather and report on customer feedback to improve service delivery and customer satisfaction.
Requirements
Licensing: Possession of a valid insurance license is mandatory. (However, if you are the right fit, we will consider helping you get licensed.)
Experience: Proven experience in customer service within the insurance industry.
Communication Skills: Excellent verbal and written communication skills.
Customer Focused: A strong commitment to delivering exceptional customer service and ensuring client satisfaction.
Problem-solving: Demonstrated ability to address customer inquiries and resolve issues effectively.
Interpersonal Skills: Ability to build and maintain strong client relationships.
Organizational Skills: Capacity to manage multiple tasks efficiently and prioritize work.
Teamwork: Ability to work collaboratively with other team members in a dynamic environment.
Tech Literacy: Familiarity with basic computer applications and customer relationship management (CRM) software.
Customer Support Representative
Member service representative job in Plymouth, WI
Job DescriptionBenefits:
401(k)
401(k) matching
Dental insurance
Employee discounts
Health insurance
Vision insurance
Benefits/Perks
Medical insurance
Dental insurance
Vision insurance
401K retirement with company match
Vacation, paid time off
Company-paid training
Employee discounts for Culligan in-home products
Eligibility for annual recognition and training meetings/events
Job Summary
We are looking for a Full-Time Customer Service Representative in our Plymouth location for the hours of Monday-Thursday 8-5 and Friday 8-2. Culligan Water is seeking an individual experienced in customer relations. The Customer Service Representative works directly with customers to discuss orders, resolve problems, and meet related needs. To be a successful Customer Service Representative, you should be detail-oriented, organized, and have strong interpersonal and communication skills.
Responsibilities
Extensive problem-solving, order processing, and helping to manage customer accounts
Provide proactive sales support by developing close relationships with customers
Schedule service and delivery orders
Coordinate schedules with the service/operations team
Contact customers for purposes of scheduling additional services or offering maintenance plans
Refer unresolved customer grievances to designated departments for further investigation
Qualifications
High school diploma or GED
Minimum of two years of customer service experience required
Strong time management and project management skills
Proficient in Microsoft Office (word, excel, outlook)
Excellent communication skills, both written and verbal
About Culligan
As the worlds leading water experts, we are dedicated to delivering high-quality water solutions to residential, commercial, and industrial customers. Culligan International offers technologically advanced, state-of-the-art water filtration products, including water softeners, water filtration systems, industrial water treatment solutions, drinking water systems, and whole-house filtration systems.
Member Service Representative
Member service representative job in Little Chute, WI
Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by receiving members in person and by telephone and meeting all of their needs and requests in the areas of consumer lending and new accounts. Promotes products and services in a professional and effective manner.
Essential Responsibilities
Concentrates on building financial relationships with members, using a member advocacy approach.
Educates members about Home Banking, E-Services and other products. Promotes applicable Credit Union products and services to new and existing members, presenting necessary information suited to members' needs, including but not limited to all types of consumer loans, debt protection, GAP, shares, sharedrafts, share certificates, IRAs, credit cards, home banking, debit cards, and direct deposit.
Maintains an effective working knowledge, including the technical aspects of the products listed above. Helps members determine the suitability of those products.
Accurately maintains and follows-up on all types of accounts on the computer system.
Interprets key documents and makes decisions based on policies and member data.
Corresponds with the membership on eligibility requirements for accounts and loans and denials of credit.
Answers member questions as well as other employees' questions concerning the broad range of Credit Union products and information.
Assists in preparing procedures and documentation for the position.
May be required to handle teller functions, including responsibility for a cash drawer.
May be required to open/close branch, following all applicable procedures and policies.
May assist in training new employees
Necessary Experience and Qualifications
Ability to read, write, and comprehend detailed and technical instructions, short correspondence, and memos; the ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education.
Ability to pass a federal criminal background check and be listed on the Federal Mortgage Loan Officer registry as required by The S.A.F.E. Act.
Ability to operate an on-line computer terminal, word processing, email, and adding machine as normally acquired through a basic course or one to three months of on-the-job experience.
Comprehensive knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience.
Ability to concentrate on and pay close attention to detail for over fifty percent of work time. Must be able to closely examine documentation. Requires a high degree of accuracy.
Analytical ability necessary to research and resolve member problems and determine the appropriate course of action.
Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members in various degrees of stressful situations. Requires strong communication/listening skills to deal diplomatically and effectively with sensitive situations. Demonstrates strong motivation and sales skills.
Ability to exercise a high degree of independent judgment when addressing member concerns. Must be supportive of the overall business objectives.
Work Environment and Physical Requirements
Office environment with moderate level of noise.
Frequent use of telephone, copier, computer, fax machine and other office machines.
Prolonged sitting or standing.
Frequent mental and visual concentration.
Occasional travel for training, meetings, and assisting other branch locations.
The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements.
Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
Technical Service Representative
Member service representative job in Ripon, WI
Job Description
Technical Service Representative in the Midwest
Duties & Qualifications
Must be knowledgeable about water-based and solvent-based liquid coatings and all application methods and equipment used in OEM industrial coating applications.
Excel at troubleshooting, conducting line audits and trials, training, recommending productivity and quality enhancements, and providing responsive customer support in the assigned territory.
Provide technical support to existing and prospective customers, including but not limited to troubleshooting, conducting line audits and trials, implementing SOPs, and data collection programs, and recommending productivity and quality enhancements.
Partner with Sales to set territory plans to achieve annual business objectives.
Coordinate daily and weekly activities to provide technical support to customers and prospects in the territory.
10 years' experience in liquid Industrial Coatings in a field technical capacity.
Degree in a related field.
Reside in either the upper Midwest territory, ideally WI, southern MN, or eastern IA.
Join this dynamic team today and be part of an exciting journey as they push the boundaries of product development and make a real difference in the market.
Apply now to unleash your potential as a Technical Service Representative!
Service Specialist I
Member service representative job in Oshkosh, WI
Job Details Oshkosh WI Main St - Oshkosh, WI Full TimeDescription
The Service Specialist I provides frontline support to members and prospective members through multiple channels, including phone, email, fax, online message center, and live chat. This role is responsible for resolving inquiries, troubleshooting issues, and delivering accurate information about credit union products and services. The position requires professionalism, attention to detail, and a commitment to delivering high-quality service in a dynamic environment.
POSITION RESPONSIBILITIES
Member Engagement
Deliver prompt, courteous, and accurate assistance to members and prospects across all supported communication channels.
Educate members on credit union products, services, and policies while identifying opportunities to refer appropriate solutions.
Issue Resolution & Documentation
Troubleshoot member concerns by identifying root causes and applying appropriate solutions or escalation paths.
Accurately document all appropriate member interactions, including resolutions, and follow-up actions, in accordance with compliance and procedural standards.
Performance & Accountability
Consistently meet or exceed performance expectations in the following areas:
Scheduling Adherence
Quality Assurance (QA) evaluations
Call Handling Metrics
Speed to Answer
Referral generation
Support team goals by contributing to a culture of continuous improvement and service excellence.
Collaboration & Development
Partner with internal teams to ensure seamless service delivery and issue resolution.
Participate in ongoing training and development to maintain proficiency in systems, procedures, and service standards.
Qualifications
EDUCATION AND EXPERIENCE
High school diploma or equivalent required.
English language proficiency required.
Phone Center experience preferred.
Financial experience preferred.
KEY COMPETENCIES
Knowledge of customer service principles and practices.
Some experience in a call center or customer service environment.
Possess a high degree of accuracy and attention to detail in work product.
Excellent data entry and typing skills.
Ability to operate standard office equipment, such as personal computer, printer, fax, copier and scanner.
English language is proficient.
Able to read, comprehend and analyze general business material, technical procedures, and government regulations.
Excellent communication skills; proficient business writing, good presentation and verbal ability to effectively respond to members and coworkers.
Able to solve practical problems and interpret instructions furnished in a variety of formats.
PHYSICAL DEMANDS AND WORK ENVIRONMENT
Work Environment: Business office, the noise level in the work environment is usually quiet to moderate
Physical Requirements: Ability to sit or stand at a desk the majority of the day; talk or hear; stand or walk occasionally. While performing the duties of this job, the team member is typically utilizing a computer, keyboard, and phone. May occasionally reach with hands and arms; stoop, kneel, and crouch
WHAT DO WE OFFER?
BENEFITS
Medical, dental and vision insurances
Supplemental insurances
Pre-tax and Roth 401(k) Safe Harbor options
Flexible spending accounts
Health Savings Account (HSA)
Paid time off (PTO)
Paid holidays, including birthday
Bereavement and pet leave
Basic Life/AD&D, short-term and long-term disability coverage at no cost
Voluntary Life/AD&D
Employee Assistance Program
The above information has been designed to indicate the general nature and level of work performed by persons within this job this job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, and qualifications required of persons assigned to this job. Additional duties may be required to perform the job effectively.
Member Service Representative
Member service representative job in Sheboygan, WI
We have a full-time position available in our Sheboygan Branch for a Member Service Representative. MSR II's are trusted advisors and have exceptional service and sales skills to build loyalty while promoting products and services that benefit the member. MSR II's are dedicated to continually improving their product knowledge, along with their service and sales skills, in order to provide value to our members and prospective members by uncovering needs and recommending solutions. MSR II's actively demonstrate the “Fish Philosophy” principles, our “Creating Member Loyalty” service and sales culture and our “United for You” service promise. They take personal responsibility for outstanding member service while contributing to a sales environment that focuses on either closing sales that benefit the member, or referring them to the appropriate credit union employee for closing the sale. MSR II's are confident and engaged team members who believe in working collaboratively to meet or exceed goals, UnitedOne's mission, strategic objectives, and promote the overall success of the credit union.
Minimizes the risk of doing business by using good judgement and ensuring compliance with sound practices, work rules, policies/procedures, laws, and regulations. Protects member and credit union information/data by making confidentiality a priority. Maintains personal responsibility for researching, troubleshooting, and resolving member and internal inquiries efficiently and in a timely manner. Shows accountability by researching and reporting all posting errors, variances, and exceptions. Contributes to a safe environment for members and team members by following security/safety/robbery measures and loss prevention methods.
Fosters and demonstrates our “Creating Member Loyalty” service and sales culture, "United for You' service promise, and Fish Philosophy principles to exceed expectations and support the strategic goals of the credit union. Understands that UnitedOne is dedicated to delivering an exceptional member experience that's unlike any other by demonstrating it with every interaction. Takes great satisfaction in helping members develop lifelong relationships with us. Highly skilled in uncovering members' needs and recommending products and services that benefit the member and build loyalty. Demonstrates strong listening skills and the ability to focus, paraphrase, and empathize with others. Determines eligibility for membership, opens/closes accounts and loans, and processes member inquiries. Ensures timely follow up with members to address concerns, thank them for their business, and follow through on quality leads and activities generated through referrals and other sources.Maintains personal responsibility for requests and follows through to resolution in a timely manner. Educates, encourages, and sells members/guests on the use of alternative delivery channels including PTM's/ATM's, Mobile Banking/Mobile Deposit, Bill-Payer, P2P, and other ancillary systems.
Demonstrates an enthusiastic, positive attitude, and genuinely enjoys working with people. Fosters a sense of collaboration by proactively assisting co-workers and other departments with requests and tasks as we adhere to the credit union's mission and strategic goals. Utilizes their strong interpersonal skills to work effectively and diplomatically with a diverse group of individuals in various degrees of sensitive, confidential, and sometimes stressful situations.
Is motivated, engaged, and excited to achieve goals and initiatives. Skilled at using TIPS action steps, as required to originate and close loan applications. Offers all loan protection products consistently to each eligible applicant, outlines product benefits as a means to allow members to make an educated, well informed decision. Actively participates in skills practice sessions, service and sales meetings, coaching sessions, team meetings, and other opportunities to continuously build skills and strategize methods for success. Holds themselves accountable for meeting or exceeding established goals and initiatives and proactively utilizes tools and other planned activities to drive performance results. Demonstrates reliability through regular and consistent attendance, meeting deadlines, and being responsive to the needs of others.
Monitors branch activity by actively using telephone and lobby queues to minimize wait times and ensure goals and service standards are met. Assists with a wide variety of member services including consumer loans, credit cards, opening/closing accounts, account assistance and other requests while using the credit union's CRM and other tracking systems to document information. Ensures timely follow up with members to address concerns, thank them for their business, and follow through on quality leads and activities generated through referrals and other sources.
The above list of duties is not meant to be all inclusive, and other duties may be assigned, as necessary.
Cultivates community awareness and supports the credit union's community involvement and business development efforts. Serves as an active member of the community by volunteering and participating in community events on behalf of UnitedOne Credit Union and promoting the benefits of membership.
Requirements
Experience
2-5 years of similar or related experience, including preparatory experience. Must demonstrate exceptional service and sales skills that provide value to our members. Must maintain confidentiality and be meticulous, security conscious, and pay close attention to details.
Education/Certifications/Licenses
High school degree or GED required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.
Other Skills
Must comply with applicable laws and regulations. Must create and maintain a clean, neat, pleasant work environment by maintaining a professional appearance (i.e. dress, posture, attitude, etc.) positive outlook and behavior towards internal and external members.
ADA Requirements
Physical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 25 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise. This position also includes going outdoors periodically to fill and maintain financial equipment.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to use basic math skills and spell accurately up to a high school graduate level. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of member service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Member Service Representative (Teller)- 20 Hours
Member service representative job in Neenah, WI
Job Description
Our Member Service Representative (MSR) is the ultimate multi-tasker, experience-maker and arguably one of the most important roles at the credit union. If you possess a love for people and a flare for precision - this role is for you!
In other words, the MSR is one of our most critical member experience touchpoints; they are the face of the organization and first contact for members. MSRs provide superior service and an awesome experience to all members, offering a full range of products and services through meaningful conversations.
Join us at Prospera Credit Union and become part of a team that is passionately committed to providing personal, tailored financial guidance to each of our members.
At Prospera Credit Union, people aren't just numbers or transactions, and you won't be treated that way either.
What sets us apart:
Generous PTO - Enjoy great paid time off benefits to support work-life balance!
High 401(k) Matching - Dollar-for-dollar matching up to 5% of contributions to build your retirement savings!
We currently have an opportunity as a 20 Hour/ Week Member Service Rep (Teller) at our Neenah Location:
Wage: Minimum of $17.00/hour starting
Hours: 20 hours per week
Schedule: Must be available to work within the hours of 10 AM - 5:15PM weekdays
Weekend Schedule: Must be available to work on Saturdays from 8:45AM - 12:15PM (Once or Twice a month at our Neenah location)
Location: Neenah Branch - 934 S Green Bay Rd, Neenah, WI 54956
Premium Pay: Additional $1.00 per weekend hours worked
As a member of our dynamic team, you will be responsible for:
Providing professional, friendly and personalized member service during each interaction.
Act as the face of the organization and one of the first points of contact for our members
Accurately processing a variety of financial transactions (deposits, withdrawals, advances, loan payments, etc.).
Creating conversations with members to help identify their needs
Providing information and education about various products and services
Making appropriate referrals, suggestions and referrals to other team members who specialize in different areas such as loans, investments, mortgages, etc.
What could make YOU a great candidate for this opportunity?
High School Diploma or GED required
A passion for helping people and being part of an awesome team
Excellent verbal communication skills
Strong attention to detail
Customer Service experience
Ability to hear, assimilate and solve problems quickly, using a member service approach
If you are looking for a great opportunity to join a growing team, let's talk!
Prospera Credit Union is a local, member-owned financial institution in the Fox Valley area. We offer competitive compensation, an excellent benefits package and the opportunity to work in a fun, friendly, team-oriented atmosphere.
Life is short. Work somewhere awesome!
Prospera Credit Union is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran status. Information collected regarding categories as provided by law will in no way affect the decision regarding an employment application.
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Product Service Specialist
Member service representative job in Green Bay, WI
, Inc.
For more than 40 years, Wisconsin Converting, Inc. has been a trusted manufacturer of high-quality paper bags for the retail, food service, medical, and e-commerce industries. We proudly produce and ship millions of eco-friendly, fully recyclable, and compostable packaging products every year-supporting both small businesses and national brands. As our business grows, we remain committed to quality, reliability, and exceptional customer partnerships.
Why Join WCI?
If you're a customer service professional with experience in manufacturing, order processing, or production-driven environments, this is an opportunity to put your skills to work in a rewarding and stable industry. As a Product Service Specialist, you'll play a critical role in ensuring orders move accurately and efficiently through our system. You'll work closely with production, sales, and scheduling teams to keep customers informed and operations running smoothly, all within a collaborative, supportive workplace.
What You'll Do
Process and enter customer orders with precision in our ERP system.
Verify pricing, discounts, shipping details, and credit status while proactively communicating with customers.
Maintain and update customer accounts and coordinate sample requests.
Troubleshoot order discrepancies, process returns, and partner with production to resolve issues quickly.
Provide responsive support to customers, ensuring a seamless order-to-shipment experience.
Collaborate daily with sales, production, scheduling, and accounting departments.
Support management with updates and participate in key team meetings.
Assist with additional projects and tasks that keep operations moving.
What We're Looking For
High school diploma or equivalent required.
At least 1 year of customer service experience, ideally in a manufacturing, logistics, or production-based environment.
Strong communication, problem-solving, and follow-through skills.
Detail-oriented with the ability to multitask in a fast-paced setting.
Comfortable using computers, ERP or order-entry systems, and office equipment.
Solid math skills and accuracy in data entry.
Team-focused mindset and commitment to excellent customer service.
What We Offer
Consistent Schedule: Monday-Friday, 8-hour shifts.
Time Off: Immediate PTO plus 8 paid holidays.
Health Benefits: Medical, dental, and vision insurance beginning the first of the month after hire.
Retirement Savings: 401(k) with 50% match on the first 6%.
Ready to Take the Next Step?
If you bring manufacturing know-how, strong customer service skills, and a passion for accuracy, we'd love to meet you. Apply today and grow your career with WCI!
Loan Services Documentation Review Representative
Member service representative job in Fond du Lac, WI
Why NEBAT?
Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
As a Loan Services Documentation Review Representative, you will perform loan documentation review for mortgage and heloc loans including a detailed review on all HMDA and/or CRA reportable loans and also flood insurance coverage amounts. You will also be responsible for the accuracy of data entry, tracking exceptions on our tickler system, closing out paid files, and performing back-up duties for credit inquiries and the file room.
Skills & Attributes
The following skills and attributes are needed to be successful in your banking career:
Ability to interact collaboratively and productively to establish and maintain effective working relationships.
Must be able to quickly re-establish priorities, responding to the changing needs of the department.
Ability to work under high stress levels, with frequent interruptions and with tight and often changing deadlines.
Strong attention to detail.
Ability to operate standard office equipment and Microsoft products.
Qualifications
Ideal candidates will have the following qualifications:
Associate or bachelor's degree in a business-related field is helpful.
Relevant 3-5 years' experience including prior exposure to mortgage and secondary market processing preferred, or an equivalent combination of education and experience is helpful.
Regulatory and compliance training to stay abreast of current and new state and government regulations.
Approximately six months to one year of on the job training to become familiar with bank systems and procedures.
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package including but not limited to the following:
Health, Dental, and Vision Insurance
Health Savings Account with Employer Contributions
Short and Long-Term Disability
Employer Paid Life and AD&D Insurance
Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
401(k) with Employer Match & Profit Sharing
Paid Time Off
Flexible Scheduling
Education Assistance Program
Product & Service Discounts & more!
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Member service representative job in Sheboygan Falls, WI
Job DescriptionBenefits:
Hiring bonus
401(k)
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 Dexter Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
Educate clients about insurance products and recommend appropriate coverage options.
Foster strong client relationships through regular follow-ups and proactive communication.
QUALIFICATIONS:
Experience in financial services preferred.
Analytical and communication skills.
Goal-oriented and motivated by achieving measurable results.
Ability to manage multiple priorities and work effectively in a fast-paced environment.
Series 6, 63, 65 or 7 license preferred.
Financial Services Representative
Member service representative job in Appleton, WI
Financial Services Representative
ANSWERS TO: Billing Team Leader
SUPERVISORY RESPONSIBILITY: None
WORK HOURS: Full-time, Monday through Friday 8:00 a.m. - 5:00 p.m., 40 hours per week
POSITION DESCRIPTION:
Join our dynamic specialty medical practice as a Financial Services Representative, where you'll serve as a key liaison, assisting patients with account payments and managing all aspects of patient and insurance billing. In this role, you will:
Facilitate patient payment coordination with clarity and professionalism.
Oversee insurance billing processes to ensure accuracy and timely reimbursements.
Address billing inquiries and support patients in navigating financial aspects of their care.
Maintain compliance with billing regulations while optimizing efficiency.
ESSENTIAL DUTIES AND RESPONSIBILITIES: (not limited to):
Communicate with patients about their accounts via verbal and written correspondence. This role requires frequent telephone conversations.
Prepare surgical estimates.
Set up payment plans with patients.
Process patient credit card payments.
Work with attorney offices for resolution of patient accounts.
Review monthly delinquency report.
Refer delinquent accounts to collection.
Review bankruptcy notices.
Call insurance companies.
SKILLS NEEDED:
Work well in a team environment.
Have basic knowledge of insurance plans (HMO, PPO, etc.) contracts, claims and payment processes.
Have excellent computer and telephone skills.
Have basic knowledge of medical office practices, terminology, and abbreviations.
Have excellent communication/customer service. Must be able to clearly and precisely communicate with doctors, nurses, therapists, co-workers and patients.
Adhere to OSHA, HIPAA, and MEDICARE guidelines.
REQUIRED EDUCATION:
High school or Equivalent
REQUIRED EXPERIENCE:
1 to 20+ years
BENEFITS INCLUDE:
Health and Wellness Insurance (health, vision, dental), Disability Insurance (short-term and long-term), Life Insurance, Paid Time Off (vacation, sick and holiday), 401K/Profit Sharing plan.
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Member service representative job in Green Bay, WI
Job DescriptionBenefits:
401(k) matching
Paid time off
ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 6 and 65 licenses preferred.
Service Specialist - Entry Level
Member service representative job in Kaukauna, WI
ALL ROADS LEAD TO THIS OPPORTUNITY
The journey to Valvoline Instant Oil Change (VIOC) is different for everyone. Our employees are students, recent grads, parents, veterans, career changers-who have all found their way to our team. No matter where you've been or what you're looking for, discover how your road leads to Valvoline.
ROLE OVERVIEW: What you'll do to drive success
When you join us as an Entry-Level Lube Technician, yourpersonal and professional goals will be fueled by a friendly and collaborative team environment. Together, we'll help keep our guests safe on the road by providing top-tier customer service, while performing preventative maintenance services for their vehicles.
Your road to VIOC doesn't require previous automotive experience. Through our award-winning training program, we'll teach you how to:
Change oil
Check and refill fluids
Rotate tires
Test and replace batteries
Inspect and replace lights and wipers
Perform an 18-point maintenance check
And other preventive maintenance services
BENEFITS: What you'll gain to fuel your goals
We're committed to putting our people first in every way possible. That's why we offer a variety of benefits* to help you navigate and advance a better future.
Here's a look at some of our unique benefits:
Compensation:
Compensation: $16.50 per hour weekly pay.
Career Acceleration: Hands-on training for the potential to become a Service Center Manager within 18-24 months.
Debt-Free Education: 13 paid credit hours/year at WilmU, covering part-time enrollment over two semesters.
Life Balance: No late-night hours, holidays off, paid time-off availability, and back-up child and elder care.
Health Benefits: Medical, dental, and vision, plus prescription drug coverage with Health Savings Account contributions.
Employee Assistance Program (EAP): Quick, free, and confidential well-being support for all areas of life, including personal and work relationships, family, mental health, and legal issues.
Employee Perks: Company-provided uniforms and tools, 50% discount on VIOC automotive services, and 401(k) savings plans with a 100% match up to 5%.
QUALIFICATIONS: What you'll need to keep moving forward
From day one, you'll get hands-on training and support to thrive as a Lube Technician. All you need to do is bring your positive attitude, attention to detail, and passion for learning-and we'll help you every step of the way.
We seek team members with:
Schedule flexibility (Weekend availability is likely, but we ensure you don't work late nights or holidays)
An eagerness to learn, a friendly attitude, and a desire to be part of a customer-focused team
English fluency in reading, writing, and speaking
We expect you can:
Stand for up to 8 hours, climb stairs, and occasionally lift up to 50 pounds
Crouch, bend, twist, and work with your hands above your head
Be comfortable working in a non-climate-controlled environment
Wherever you are, wherever you're going, your future starts here. Because given the opportunity and support, we know everyone has something different, meaningful, and exciting to contribute. This is your chance to join a supportive team that's willing to go the extra mile to help you succeed in your own way. So, bring your story, bring your goals, bring yourself-bring what drives you.
*Terms and conditions apply, and benefits may differ depending on location.
Valvoline is proud to be an Equal Opportunity Employer and welcomes everyone to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
The Company endeavors to make its recruitment process accessible to any and all users. Reasonable accommodations will be provided, upon request, to applicants with disabilities in order to facilitate equal opportunity throughout the recruitment and selection process. Please contact Human Resources at 1.833.VVV.Report or email ...@valvoline.com to make a request for reasonable accommodation during any aspect of the recruitment and selection process. The contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Member Specialist
Member service representative job in Fond du Lac, WI
Job Details Fond du Lac WI FDL West Branch - Fond du Lac, WI $18.00 - $19.00 HourlyDescription
The Member Specialist serves as a member ambassador, providing exceptional service and personalized solutions across in-person, phone, and digital channels. This role delivers accurate and efficient transaction processing, opens and services consumer deposit accounts, and takes applications for credit cards and unsecured loans and lines of credit. The Member Specialist explains account features and regulatory requirements in clear, member-friendly terms while ensuring compliance with all applicable policies, procedures, and regulations. In addition to providing financial solutions, this role actively identifies opportunities to deepen relationships and support Verve's growth objectives.
POSITION RESPONSIBILITIES
Member Experience
Greet members promptly and professionally, creating a welcoming environment.
Process member transactions including deposits, withdrawals, loan payments, cash advances, check cashing, and official checks.
Verify endorsements, signatures, and proper identification; always maintain confidentiality.
Open and close all standard consumer deposit accounts, adding, changing, or removing beneficiaries and Payable on Death designations as requested.
Clearly explain consumer account summaries, product features, and regulatory terms in language members understand.
Handle “Red Flag” identity theft prevention procedures accurately.
Assist members with digital banking tools and problem resolution.
Growth
Take applications for credit cards, unsecured loans, and unsecured lines of credit.
Identify opportunities to help members thrive financially with a focus on managing money, saving for the future, optimizing payments, and borrowing responsibly.
Maintain current knowledge of Verve products, services, promotions, and competitor offerings to effectively position solutions.
Participate in branch and community outreach activities to promote Verve's brand and attract new members.
Operational & Compliance Excellence
Balance and maintain cash drawer and recycling supply daily, process ATM, night deposit, and mail transactions.
Complete product code changes accurately and in a timely manner.
Follow all operational policies, procedures, and security protocols.
Ensure compliance with all applicable laws and regulations, including BSA/AML, OFAC, and USA PATRIOT Act requirements.
Complete required annual compliance training and apply standards consistently.
Qualifications
EDUCATION AND EXPERIENCE
High school diploma or equivalent required.
Minimum six (6) months of customer service, retail banking, or cash handling experience.
Basic knowledge of financial products, services, and regulations preferred.
KEY COMPETENCIES
Strong interpersonal skills with a friendly, professional demeanor.
Excellent attention to detail and accuracy in transactions.
Ability to explain financial concepts clearly to members.
Proficient computer skills including Microsoft Office; ability to learn core banking systems.
Reliable and consistent in attendance and performance.
Ability to work Saturdays as scheduled.
PHYSICAL DEMANDS AND WORK ENVIRONMENT
Work Environment: Business office, the noise level in the work environment is usually quiet to moderate.
Physical Requirements: Ability to sit or stand at a desk the majority of the day; talk or hear; stand or walk occasionally. While performing the duties of this job, the team member is typically utilizing a computer, keyboard, and phone. May occasionally reach with hands and arms; stoop, kneel, and crouch.
WHAT DO WE OFFER?
BENEFITS
Medical, dental and vision insurances
Supplemental insurances
Pre-tax and Roth 401(k) Safe Harbor options
Flexible spending accounts
Health Savings Account (HSA)
Paid time off (PTO)
Paid holidays, including birthday
Bereavement and pet leave
Basic Life/AD&D, short-term and long-term disability coverage at no cost
Voluntary Life/AD&D
Employee Assistance Program
The above information has been designed to indicate the general nature and level of work performed by persons within this job this job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, and qualifications required of persons assigned to this job. Additional duties may be required to perform the job effectively.