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Member service representative jobs in Port Charlotte, FL - 739 jobs

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Service Specialist
  • Service Advisor

    Camping World Holdings, Inc. 4.3company rating

    Member service representative job in Fort Myers, FL

    Determine specialized product needs and services by working directly with customers. Suggest add-on sales to increase average transactions. Provide price estimates for designated installations prior to scheduling appointments. Keep customers apprised Service Advisor, Advisor, Retail, Compensation
    $32k-43k yearly est. 2d ago
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  • Customer Service Delivery Advocate

    Carvana Company 4.1company rating

    Member service representative job in Bradenton, FL

    Customer Advocates with at least 2 years of customer-facing experience to build an exciting career at Carvana - the fastest-growing used automotive retailer in U.S. history and one of the four fastest companies to make the Fortune 500! Whether it's d Customer Service, Advocate, Delivery, Service, Customer, Performance, Retail, Automotive
    $30k-34k yearly est. 2d ago
  • Customer Service Representative

    American Health Associates 4.0company rating

    Member service representative job in Bradenton, FL

    AMERICAN HEALTH ASSOCIATES, INC. is a premier clinical laboratory servicing over 4000 long-term care facilities. AHA is the fastest growing independent laboratory in the nation. By investing in technology and a skilled work force, we can offer a superior program focused on serving the long-term care industry. THE ROLE: Customer Service Representative RESPONSIBILITIES: Provide exceptional customer service to nursing home staff, physician office staff, and patients always via phone; Enter data into a specialized computer system; Dispatch AHA's Mobile Phlebotomists and Couriers; Track specimen collection and reporting; Trouble shoot missing, incomplete, and incorrect orders; Must have the ability to interact effectively and professionally with clients and coworkers always; Exceptional Customer Service skills, a must. Requirements QUALIFICATIONS: High School diploma 1-year of customer service experience in healthcare, preferred. Detail oriented with ability to multi-task daily. Knowledge of lab test orders; solid understanding of the importance of critical results. Excellent customer service and telephone etiquette skills required. Effective verbal and written communications, especially listening skills. 10-Key & Alpha Numeric Data Entry, 40 WPM speed and accuracy. Advanced computer skills. Ability to work independently, set priorities, and manage time effectively in a fast-paced work environment. Ensure patient privacy, confidentiality, and HIPAA are upheld always. "Team Player" mindset a must! AHA IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER!
    $22k-29k yearly est. 2d ago
  • SERVICE ADVISOR

    Acmgmt LLC

    Member service representative job in Cape Coral, FL

    Experience required Chrysler experience preferred but not required CDK experience a plus We are an equal opportunity employer. All applicants will be considered without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity, or any other protected characteristic. "Florida Drug-Free Workplace: Pre-employment Drug Testing"
    $37k-65k yearly est. 2d ago
  • Client Service Specialist (Teller)

    Bank of The Ozarks 4.8company rating

    Member service representative job in Fort Myers, FL

    Responsible for nurturing professional relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing financial transactions. Promote a positive, help Client Service, Teller, Specialist, Customer Service, Banking, Retail
    $29k-35k yearly est. 2d ago
  • Customer Service Representative

    Benecard Services, Inc.

    Member service representative job in Bonita Springs, FL

    Under the direction of Call Center leadership, a Customer Service Representative is primarily responsible for handling incoming telephone calls and making outbound calls as needed. A Customer Service Representative may also be required to handle e-PA, e-mail and facsimile inquiries as needed and will have to meet established productivity and quality objectives. Initial training is 10 - 12 weeks in duration, Monday - Friday from 8:30 AM - 5:00 PM, work schedule change will be required after completing training. ESSENTIAL DUTIES AND RESPONSIBILITIES Respond promptly to all incoming inquiries/issues from pharmacy providers, members, and authorized client representatives. Make outbound calls as needed. Navigate multiple systems across dual screens and clearly document each call. Stay current with new policies and procedures. Maintain strong working relationships with co-workers and managers in support of a cohesive team environment. Maintain required quality and productivity metrics. Be proactive by reporting any repeat complications that may be occurring because of systems, policies, or technological deficiencies. Gain timely supervisory assistance in the event the situation requires intervention or investigation beyond normal capacity. Treat others with dignity and respect and demonstrate empathy on a regular basis, especially during difficult situations. Other duties as assigned. QUALIFICATIONS Three years' experience in a call center environment, (Must have high school diploma) or equivalent. Process oriented, ability to work in a team environment, Knowledge of Microsoft Outlook, Excel and Word is preferred, Excellent written and oral communication skills are required, Demonstrated ability to work and make decisions in a fast-paced environment, Demonstrated ability to multi-task, Flexible work schedule as needed Proven track record of reliability Will need to support weekend and possible second shift work. We are an equal opportunity employer.
    $23k-31k yearly est. 2d ago
  • Sales Enrollment Representative

    3M Expansions 4.6company rating

    Member service representative job in Sarasota, FL

    As a Sales Enrollment Representative, you will play a key role in helping individuals access essential telecommunications services through compelling, relationship-focused sales campaigns. This entry-level position offers comprehensive training, empowering you to build your skills while connecting people to custom telecommunications solutions that enhance their lives! Due to increased demand from our telecommunications client partner, we are in need of a Sales Enrollment Representative with an unrelenting work ethic, tenacious attitude, and a reputation as a dependable team player. The Sales Enrollment Representative will play a key role in acquiring new customers through the execution of residential sales campaigns. Their primary responsibility is to guide prospective customers through the sales process and help them enroll in internet, TV, and phone plans. Sales Enrollment Representative Responsibilities: Interact with customers directly through residential sales campaigns in an effort to drive and achieve new customer acquisition targets Establish genuine relationships with customers, identify their pain points and needs, and clearly explain the value and benefits of telecommunications products and services Close sales and facilitate the enrollment process by completing orders using CRM software, and ensure all necessary information is collected for successful account set up Promote and upsell services to meet customer needs and achieve sales growth Track sales metrics and report directly to Senior Managers regularly to ensure personal success Keep up-to-date with changes in pricing, product offerings, and company policies. Professionally represent the company at all times. Benefits of Being a Sales Enrollment Representative: Competitive compensation package with industry-leading commission incentives Help connect people to the newest & top telecommunication products and services Learn valuable techniques in sales, customer service, and program enrollment Work in diverse settings, meeting with various consumers directly Collaborate with the Sales Enrollment Representative team to achieve company-wide goals while also progressing your career What We Look For Sales Enrollment Representative: Previous experience as a Sales Enrollment Representative, customer service, or marketing is preferred but not required Excellent communication and interpersonal skills A goal-driven mindset with long-term aspirations Ability to thrive in a fast-paced, collaborative environment Basic understanding of technology & devices Flexibility to work weekends, evenings, or events as needed This is a performance-driven position with uncapped commission incentives. Compensation is commission only, with estimates based on average earnings in the role. Take the first step toward a fulfilling career as a Sales Enrollment Representative. Join us to build your foundation in sales and customer service while improving communities and achieving your personal and professional goals. Join us today! Powered by JazzHR
    $29k-35k yearly est. 2d ago
  • Client Service Associate

    Beacon Pointe Advisors LLC 3.5company rating

    Member service representative job in Sarasota, FL

    We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Sarasota, FL office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry. Responsibilities Responds to routine client requests via phone, email and/or other contact methods Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM Prepares custodian paperwork, facilitate account updates and communicates with clients on status Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures Other duties, as assigned Qualifications Four-year college degree (Bachelor's degree in Finance, Business or Economics preferred) Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team environment Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.) About the Beacon Pointe Family of Companies Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit Awards Disclosures.
    $40k-61k yearly est. 2d ago
  • Advisor Development Program Client Associate

    Bank of America 4.7company rating

    Member service representative job in Sarasota, FL

    Sarasota, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************** **:** **Advisor Development Program Client Associate** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. **The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:** + Developing a book of business in order to meet and exceed established performance hurdles + Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences + Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning + Organizing and managing resources (time, people, budget) to run a productive practice + Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client + Completing mandated training, assessments, performance goals and continuing education requirements **We'll help you** + **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success. + **Get training and one-on-one coaching** fromour-award winning Academy at Bank of Americaand local leadership who are invested in your success. + **Grow your business knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions. + **Provide end-to-end comprehensive advice** , deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities. + **Collaborate with core banking and investment partners.** Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Displays confidence working as a self-starter in a sales role + Builds strong client relationships through effective communication and collaboration + Displays a proactive mindset and effective time management + Demonstrates a results-driven growth mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + Exceptional interpersonal and relationship building skills + Effective communication skills (written and verbal) + Proven ability to quickly build trust and credibility + Proven ability to assess needs of and recommend appropriatesolutions + Proven ability to work both collaboratively on a team with key partners and independently + Proven ability to listen and probe for clarity and understanding + Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking + Strong follow-through skills + Computer/technical literacy and proficiency in applications such as Microsoft Suite **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of work experience + Learns and adapts to new technology or applications + Executes multiple tasks simultaneously **Job Responsibilities:** + Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs **Skills** **:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Trade Operations Management + Administrative Services + Client Investments Management + Emotional Intelligence + Referral Identification + Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $37k-47k yearly est. 2d ago
  • Business Recruitment/Retention Specialist / Economic Development / CityManager's Office #9122

    City of Cape Coral 4.1company rating

    Member service representative job in Cape Coral, FL

    GENERAL STATEMENT OF JOB SAFETY SENSITIVE: No FINGERPRINTING REQUIRED: Yes About Us The City of Cape Coral is the seventh largest city in Florida, has over 1,500 full-time employees, offers diverse career advancement opportunities, and features a comprehensive training and development initiative to enhance existing abilities, cultivate fresh skills, and foster valuable professional connections. Perks and Benefits Free city-paid employee health coverage, additional for spouse or family City Employee Health & Wellness Center for healthcare services 5 weeks Paid Time Off (sick & vacation) 11 paid holidays Pension plan City-paid life and long-term disability insurance Optional Vision and Dental Plans Tuition reimbursement Gym membership reimbursement And much more! Qualifications Bachelor's Degree from an accredited college or university in a related field; or Associate's degree from an accredited college or university and four (4) additional years of related experience. Three (3) years of experience in economics, public administration, business administration, business development, planning, or a closely related field. Must possess a valid state driver's license and obtain a valid Florida driver's license within thirty (30) days of hire or promotion. Key Responsibilities Meets and works with clients and/or business owners, investors and developers to commit to bringing their business or starting, expanding or investing in the growth of a business in the Cape Coral market. Generates and cultivates leads and important business contacts that promote and guarantee the creation of future clients and the assurance of business and investment growth and a stronger, more diversified commercial tax base. Attends local business and real estate networking events, educational events, and national trade shows, for business recruiting and demographic-related purposes. Speaks to and makes presentations for business entities, agencies, organizations and network affiliate groups to help generate leads/projects and promote a stronger influence towards the City of Cape Coral and business expansion goals. Maintains a strong working relationship with the Commercial real estate community and the Development Services Department (DSD) to generate and coordinate project opportunities and assist clients with location-related issues. Assists in preparing and implementing the City's Comprehensive and Economic Development Master Plans, and other reports and documents as requested. Researches and understands current and changing market conditions that affect client retention and market resilience in Cape Coral. Effectively uses research and market data to influence commercial expansion and business/job growth. Perform other related duties as required. Please review the full by clicking on the link below. To apply for this position, click on the "Apply" button located in the top right corner of the window. Business Recruitment/Retention Specialist Job Description An Equal Opportunity Employer and Drug-Free Workplace
    $33k-41k yearly est. 2d ago
  • Surgical Services Specialist PACU (Charge RN)

    Lee Health 3.1company rating

    Member service representative job in Fort Myers, FL

    Department: Peri-Anesthesia Care Unit Work Type: Full Time Shift: Shift 1/2:30 PM to 11:00 PM Minimum to Midpoint Pay Rate:$35.04 - $47.30 / hour Responsible for the delivery and documentation of patient care through the nursing process of assessment// diagnosing// planning// implementation// and evaluation. Performs responsibilities in five areas of nursing practice: clinician// teacher// researcher// leadership and professional development. Responsible for directing and coordinating nursing care for patients based on established clinical nursing practice standards subscribed to by American Nursing Association and in accordance with the Florida Nurse Practice Act. Collaborates with other professional disciplines to ensure effective and efficient patient care delivery and the achievement of desired patient outcomes. Supports the organization vision and mission. Uses knowledge of patient's age and cultural diversity into the provision of patient care. Contributes to the provision of quality nursing care through excellence in customer service and performance improvement techniques that demonstrate positive outcomes in patient care. Clinically competent RN vested with the responsibility and control of all tasks associated with equitable// on time delivery of the surgery schedule. Collaborates// integrates and communicates to all team members providing optimal efficiency of daily operations. Requirements Educational Requirements Degree/Diploma ObtainedProgram of StudyRequired/ Preferredand/or Additional Requirements Graduate of an accredited school of practical nursing Experience Requirements Minimum Years RequiredArea of ExperienceRequired/ Preferredand/or2 YearsSurgical ServicesRequired State of Florida Licensure Requirements LicensesRequired/ Preferredand/or Registered Nurse LicenseRequired Certifications/Registration Requirements Certificates/RegistrationsRequired/ Preferredand/or US:FL:Fort Myers
    $35-47.3 hourly 60d+ ago
  • Account Service Rep

    The Hertz Corporation 4.3company rating

    Member service representative job in Estero, FL

    **Account Service Representative - Corporate Contracts:** The primary focus of the Account Service Representative is to provide contract support to Account Managers and Sales Leadership. This position will report to the Manager, Sales Support. Expected salary is $50,000 **What You'll Do:** + Manage contracting process from pricing request form (PRF) through contract execution, including generating contract proposals, drafts, amending existing agreements, redlining process, approvals, and final agreements checking for accuracy and completeness. + Ensuring all contracts, exhibits, and amendments templates are up to date and accurate. + Track contract status, approvals, and signatures to ensure timely execution + Work with Legal department to discuss and work through contract language. + Data input and management: Accurately enter, update, and maintain data in the Compliance tool. + Support training for Account Management and is the subject matter expert for Salesforce contract process to ensure approvals are set up and are accurately reflected. + Drive optimization and process improvement while applying best practice methodologies. + Aid in conflict resolution. + Additional duties and projects as assigned. **What We're Looking For:** + Bachelor's Degree. + Knowledge of contracting policies, legal requirements, and best practices. + Excellent communication (written and verbal) and interpersonal skills. + A well-organized individual, able to adapt and adjust to different daily tasks, detail oriented, and ability to prioritize multiple projects. + The ability to learn new programs, software and reports quickly, must have a working knowledge with Microsoft Office, specifically with Word, Excel & Outlook. + The ability to collaborate with others as well as work independently. + The ability to adapt quickly to changes in business climate. + Excellent problem-solving skills, research/investigate to find resolution. **What You'll Get:** + Up to 40% off the base rate of any standard Hertz Rental + Paid Time Off + Medical, Dental & Vision plan options + Retirement programs, including 401(k) employer matching + Paid Parental Leave & Adoption Assistance + Employee Assistance Program for employees & family + Educational Reimbursement & Discounts + Voluntary Insurance Programs - Pet, Legal/Identity Theft, Critical Illness + Perks & Discounts -Theme Park Tickets, Gym Discounts & more The Hertz Corporation operates the Hertz, Dollar Car Rental, Thrifty Car Rental brands in approximately 9,700 corporate and franchisee locations throughout North America, Europe, The Caribbean, Latin America, Africa, the Middle East, Asia, Australia and New Zealand. The Hertz Corporation is one of the largest worldwide airport general use vehicle rental companies, and the Hertz brand is one of the most recognized in the world. **US EEO STATEMENT** At Hertz, we champion and celebrate a culture of diversity and inclusion. We take affirmative steps to promote employment and advancement opportunities. The endless variety of perspectives, experiences, skills and talents that our employees invest in their work every day represent a significant part of our culture - and our success and reputation as a company. Individuals are encouraged to apply for positions because of the characteristics that make them unique. EOE, including disability/veteran
    $50k yearly 59d ago
  • Customer Success Representative

    Life Surge

    Member service representative job in Palmetto, FL

    Job Title: Customer Success (Impact Counselor) Employment Type: Full-Time, 40 hours/week Reports to: Impact Counselor Team Lead FLSA Status: Not Exempt In-Person Who We Are Life Surge is a leading company in the industry of faith-based live events and financial education programs. One of the fastest-growing organizations in the country, Life Surge exists to inspire, train, and equip people to build their personal impact in ways that glorify God. By producing 30+ annual events and providing financial education to thousands around the nation, we do just that. We are a team of experienced professionals who are passionate about helping people learn, grow, and connect so they may live more enriched lives. Our culture is one where we celebrate each other, individually and as a team. We look to acknowledge and reward our star performers. Let your light shine in our company! Opportunity We're looking for a Customer Success Specialist (internally called an Impact Counselor) who thrives on connecting with people, delivering exceptional service, and ensuring customers get the most out of their Impact Classes. This role is perfect for someone who loves communication, relationship-building, and encouraging others to achieve their goals. Responsibilities: Proactively connect with customers through calls, texts, and emails to ensure they feel supported and encouraged to attend their Impact Classes. Build and maintain meaningful relationships that keep customers engaged long-term. Provide outstanding customer service before, during, and after classes. Confidently communicate class details and program benefits in a clear, professional manner. Support retention efforts by following up with warm leads and customers who may need encouragement. Collaborate with teammates to achieve shared goals and deliver excellent results. Qualifications: Previous customer service or account management experience. Excellent written and verbal communication skills. Confident, warm, and professional phone presence. Highly organized, adaptable, and motivated by results. Able to navigate software and technology as needed to perform the role. Team-oriented with a positive, “whatever it takes” attitude. Willingness to work evenings and weekends when needed in rotation. If you love building connections, motivating people, and delivering top-notch customer experiences, we'd love to meet you. Join us and help our customers stay inspired and committed to their journey to make Kingdom impact. Job Benefits: Health, Dental, Vision, Life, Holiday, and Paid Time Off. Non-corporate, casual, entrepreneurial, comfortable, fun, and proactive work environment. High-level performers, disciplined, and self-motivated people will do very well in this environment. Life Surge is an Equal Opportunity Employer. We value diversity and seek to empower each individual while supporting the many perspectives, skills, and experiences within our workforce. All employment is decided based on qualifications, merit, and business needs.
    $30k-49k yearly est. Auto-Apply 60d+ ago
  • Tier 1 - Customer Experience Representative

    Edist

    Member service representative job in Bonita Springs, FL

    Starting Salary: $46,550 Schedule: Monday to Friday, 8:30 a.m.- 5:30 p.m. (EST) eDist is a profitable, self-funded, and well-established AI Speech Automation technology company offering stable, non-seasonal roles and rapid advancement. Overview of Responsibilities: Respond to inbound customer inquiries. Provide navigation and usage support for Dictation.Cloud. Perform initial troubleshooting using SOPs. Document interactions accurately in HubSpot. Maintain service levels and quality standards. Participate in paid on-call rotation. Core Competencies: Customer Focus Technical Aptitude Communication Problem Solving Attention to Detail Time Management Adaptability Teamwork Qualifications: Drive to learn about technology and grow your knowledge. Strong communication and customer-service skills. Ability to troubleshoot basic technical issues. Familiarity with Windows and Microsoft Office. Ability to work full-time in office. Ability to assess Clients' support needs as they arise and provide solutions or direct to the proper channels. Comfortable communicating verbally with Clients to explain company and product values to ensure satisfaction. Ability to utilize, and supplement self-service resources (internal guides, manuals, SOPs, etc.). Ability to thrive on change and a sense of urgency to get things done. High energy with the ability to multitask and prioritize efficiently. Desire to learn our solutions, help others, and rapidly advance. Have excellent time management skills and can make decisions quickly. Maintain composure and Client focus while resolving issues. Superb ability to focus on detail as well as the overall view. Optional Qualifications: English/Spanish bilingual (preferred). Bachelor's Degree in computer science or similar industry experience. Comp TIA or equivalent experience Experience in HubSpot Healthcare IT experience is desirable Knowledge of Dragon Voice Recognition Software. Knowledge of Philips Dictation software and hardware products. Knowledge of Dictation & Transcription Hardware or Software. Any IT certifications in Networking, Citrix, VM Ware, Microsoft, or mac OS. Sales or hospitality experience. Work in Medical EHR or similar experience in vertical-specific software platforms. JOB CODE: 1000144
    $46.6k yearly 60d+ ago
  • Financial Service Representative

    The Check Cashing Store

    Member service representative job in Port Charlotte, FL

    Are you a dynamic and driven sales professional? If so, The Check Cashing Store wants you to join our team. In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. What we offer: Market competitive hourly pay rates Earn a percentage of the store's profits for exceeding company targets Other benefits include: Comprehensive medical/dental benefits Paid Time Off 401K with company match Tuition assistance Career development Branch Location: 1931 Tamiami Trail #11 During a typical day, you will: Deliver results on store profitability goals Provide a quality customer sales experience through efficient execution of all customer transactions Determine customers' needs and provide them with solutions that satisfy those needs Handle cash and accurately enter transactions into the system Contact customers over the phone with past due balances and negotiate payment terms and schedules Complete all documentation accurately Follow safety, security, and compliance requirements Successful candidates will: Be sales driven Have a minimum of one year of financial services and sales experience Have a passion for customer service Have previous cash handling experience Have a high school diploma or equivalent #SJ About us: Momentum Financial Services Group is a top financial services provider in North America We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store We offer access to cash and related financial products to help customers achieve their financial goals We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store We value: Employees who are committed to continuously improving their performance and achieving new levels of success Recognizing our employees for their achievements and developing them to be future leaders Diversity is an essential element for the success of our business Giving back to our local communities through annual contributions to charities and non-profit organizations Next Steps: Apply now to be considered for this opportunity! About The Check Cashing Store - Our Commitment to Responsible Innovation At The Check Cashing Store, we are committed to building innovative solutions grounded in ethical, transparent, and responsible use of data and technology. Aligned with the principles outlined in Canada's Artificial Intelligence and Data Act (AIDA), we take a proactive approach to ensuring that any AI or data-driven systems we use are safe, fair, and accountable. We prioritize strong data governance, clear communication around how systems work, and safeguards that reduce risks and protect individuals. Our focus is on developing tools and processes that promote equity, reliability, and trust, supported by ongoing monitoring and continuous improvement. Joining The Check Cashing Store means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities.
    $26k-40k yearly est. Auto-Apply 14d ago
  • Member Service Specialist-7362

    Youfit 3.4company rating

    Member service representative job in North Port, FL

    Your purpose As a Member Service Specialist (MSS) at YouFit Gyms, your role is to create an outstanding experience for every member and guest. You are the first point of contact, setting the tone with a welcoming attitude and top-tier customer service. Your primary focus is engaging with members, answering their questions, and ensuring smooth check-ins and transactions. In addition to assisting with memberships, you play a key role in supporting retention efforts and ensuring gym policies are upheld. Your ability to build strong connections and maintain a positive environment makes you an essential part of the YouFit team. Compensation At YouFit, we believe in rewarding our team members for their dedication and hard work. Our compensation structure is designed to recognize and incentivize performance while providing stability and growth opportunities within our organization. YouFit offers compensation packages that are competitive in the industry. These packages typically include base pay, along with opportunities for additional earnings through commissions and/or bonuses. What You'll Do Deliver exceptional customer service by greeting members, guests, and prospects warmly to create a welcoming environment. Manage member check-ins by ensuring smooth entry, verifying account status, and addressing any alerts. Answer phone calls and assist members by providing accurate information, assisting with inquiries, and directing calls as needed. Handle account management and billing by assisting members with account updates, payment processing, and past-due balances. Support retention efforts by engaging with members considering cancellations and offering solutions to retain them. Process transactions and manage the cash drawer by handling retail purchases, guest passes, and payments while maintaining cash-handling accuracy. Enforce gym policies and maintain standards by ensuring a safe and respectful environment by upholding club rules and guidelines. Perform opening and closing duties by following established procedures to prepare the facility for members. Assist with gym cleanliness by helping maintain a clean and organized front desk and facility as needed. Create an engaging gym experience by welcoming prospects, understanding their fitness needs, introducing them to the facility, and guiding them through the membership options. What We're Looking For Must be at least 18 years of age. Proficient in reading, speaking, and writing in English. Fluency in multiple languages is favored. Availability to work flexible hours, including mornings, evenings, weekends, and holidays as needed. Strong customer service skills with the ability to engage positively with members, guests, and prospects. Ability to multitask and stay organized in a fast-paced environment. Basic proficiency in handling transactions, balancing a cash drawer, and following cash-handling procedures. Ability to enforce gym policies professionally and resolve member concerns effectively. Basic computer skills for processing check-ins, updating accounts, and managing member interactions. A team-oriented mindset with a proactive approach to problem-solving and service excellence. Physical Demands This is an active role requiring frequent bending, stooping, and lifting up to 50 pounds. Get Fit, Get BeneFits: YouFit Gyms Offers More Than Just a Workout! Explore Your Employee Benefits HERE ! Have we proved YOU matter yet? Apply Today! YouFit Gyms provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.
    $19k-26k yearly est. 12d ago
  • Financial Services Representative State Farm Agent Team Member

    George Quarterman-State Farm Agent

    Member service representative job in Bradenton, FL

    Job DescriptionBenefits: Company Team Events 401(k) matching Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: The G. Quarterman State Farm Agency is seeking a qualified and energetic professional for the role of Financial Services Representative. As a customer-oriented expert, you will market Life/Health/Annuity Insurance along with Investments Products to benefit the public and their families to protect their ability to create wealth. Position Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for the George Quarterman - State Farm Agency may be the career for you! Our office markets both insurance and financial service products. We have been highly successful for over 30-years with recognition statewide and nationally. The right professional will be able to duplicate this performance, should they desire to have an opportunity to own their personal agency at some point in the future. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn new computer functions Ability to work in a team environment NW Mutual, New York Life, Farm Bureau, State Farm, AAA, etc. or Independent Agency Experience preferred 215 & 220 Licensing required, Series 6 preferred if possible Bi-lingual: Spanish Preferred but optional Our team mission is to serve our community and customer base to the fullest so that each can strive toward success and happiness. What's most important to me and my team is that we're here to help people! With over 34 years in this industry, I have built a business from nothing into an opportunity that has provided life changing events for my family. This is what I want to share with our employees who seek a better future as well. 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. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $26k-40k yearly est. 9d ago
  • Advisor Development Program Client Associate

    Bank of America Corporation 4.7company rating

    Member service representative job in Sarasota, FL

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Job Description: The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in: Developing a book of business in order to meet and exceed established performance hurdles Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning Organizing and managing resources (time, people, budget) to run a productive practice Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client Completing mandated training, assessments, performance goals and continuing education requirements We'll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from our-award winning Academy at Bank of America and local leadership who are invested in your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: Displays confidence working as a self-starter in a sales role Builds strong client relationships through effective communication and collaboration Displays a proactive mindset and effective time management Demonstrates a results-driven growth mindset and prioritizes client interests Identifies appropriate client solutions through application of learnings and new information Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) Proven ability to quickly build trust and credibility Proven ability to assess needs of and recommend appropriate solutions Proven ability to work both collaboratively on a team with key partners and independently Proven ability to listen and probe for clarity and understanding Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking Strong follow-through skills Computer/technical literacy and proficiency in applications such as Microsoft Suite Desired Qualifications: Bachelor's degree and/or a minimum of one year of work experience Learns and adapts to new technology or applications Executes multiple tasks simultaneously Job Responsibilities: Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs Skills: Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Trade Operations Management Administrative Services Client Investments Management Emotional Intelligence Referral Identification Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift: 1st shift (United States of America) Hours Per Week: 37.5
    $37k-47k yearly est. 2d ago
  • Account Service Rep

    The Hertz Corporation 4.3company rating

    Member service representative job in Estero, FL

    Account Service Representative - Corporate Contracts: The primary focus of the Account Service Representative is to provide contract support to Account Managers and Sales Leadership. This position will report to the Manager, Sales Support. Expected salary is $50,000 What You'll Do: * Manage contracting process from pricing request form (PRF) through contract execution, including generating contract proposals, drafts, amending existing agreements, redlining process, approvals, and final agreements checking for accuracy and completeness. * Ensuring all contracts, exhibits, and amendments templates are up to date and accurate. * Track contract status, approvals, and signatures to ensure timely execution * Work with Legal department to discuss and work through contract language. * Data input and management: Accurately enter, update, and maintain data in the Compliance tool. * Support training for Account Management and is the subject matter expert for Salesforce contract process to ensure approvals are set up and are accurately reflected. * Drive optimization and process improvement while applying best practice methodologies. * Aid in conflict resolution. * Additional duties and projects as assigned. What We're Looking For: * Bachelor's Degree. * Knowledge of contracting policies, legal requirements, and best practices. * Excellent communication (written and verbal) and interpersonal skills. * A well-organized individual, able to adapt and adjust to different daily tasks, detail oriented, and ability to prioritize multiple projects. * The ability to learn new programs, software and reports quickly, must have a working knowledge with Microsoft Office, specifically with Word, Excel & Outlook. * The ability to collaborate with others as well as work independently. * The ability to adapt quickly to changes in business climate. * Excellent problem-solving skills, research/investigate to find resolution. What You'll Get: * Up to 40% off the base rate of any standard Hertz Rental * Paid Time Off * Medical, Dental & Vision plan options * Retirement programs, including 401(k) employer matching * Paid Parental Leave & Adoption Assistance * Employee Assistance Program for employees & family * Educational Reimbursement & Discounts * Voluntary Insurance Programs - Pet, Legal/Identity Theft, Critical Illness * Perks & Discounts -Theme Park Tickets, Gym Discounts & more
    $50k yearly Auto-Apply 59d ago
  • Financial Service Representative

    The Check Cashing Store

    Member service representative job in Port Charlotte, FL

    Are you a dynamic and driven sales professional? If so, The Check Cashing Store wants you to join our team. In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. What we offer: Market competitive hourly pay rates Earn a percentage of the store's profits for exceeding company targets Other benefits include: Comprehensive medical/dental benefits Paid Time Off 401K with company match Tuition assistance Career development Branch Location: 3718 Tamiami Trail During a typical day, you will: Deliver results on store profitability goals Provide a quality customer sales experience through efficient execution of all customer transactions Determine customers' needs and provide them with solutions that satisfy those needs Handle cash and accurately enter transactions into the system Contact customers over the phone with past due balances and negotiate payment terms and schedules Complete all documentation accurately Follow safety, security, and compliance requirements Successful candidates will: Be sales driven Have a minimum of one year of financial services and sales experience Have a passion for customer service Have previous cash handling experience Have a high school diploma or equivalent #SJ About us: Momentum Financial Services Group is a top financial services provider in North America We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store We offer access to cash and related financial products to help customers achieve their financial goals We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store We value: Employees who are committed to continuously improving their performance and achieving new levels of success Recognizing our employees for their achievements and developing them to be future leaders Diversity is an essential element for the success of our business Giving back to our local communities through annual contributions to charities and non-profit organizations Next Steps: Apply now to be considered for this opportunity! About The Check Cashing Store - Our Commitment to Responsible Innovation At The Check Cashing Store, we are committed to building innovative solutions grounded in ethical, transparent, and responsible use of data and technology. Aligned with the principles outlined in Canada's Artificial Intelligence and Data Act (AIDA), we take a proactive approach to ensuring that any AI or data-driven systems we use are safe, fair, and accountable. We prioritize strong data governance, clear communication around how systems work, and safeguards that reduce risks and protect individuals. Our focus is on developing tools and processes that promote equity, reliability, and trust, supported by ongoing monitoring and continuous improvement. Joining The Check Cashing Store means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities.
    $26k-40k yearly est. Auto-Apply 14d ago

Learn more about member service representative jobs

How much does a member service representative earn in Port Charlotte, FL?

The average member service representative in Port Charlotte, FL earns between $17,000 and $42,000 annually. This compares to the national average member service representative range of $21,000 to $45,000.

Average member service representative salary in Port Charlotte, FL

$26,000
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