Customer Service Representative
Member Service Representative Job 37 miles from Port Washington
As a Store Associate, you'll be responsible for merchandising and stocking product, cashiering, and cleaning to keep the store looking its best. You'll enhance the customer shopping experience by working collaboratively with the ALDI team and providing exceptional customer service.
Position Type: Full-Time
Average Hours: 32-40 hours per week
Starting Wage: $17.50 per hour
Wage Increases: Year 2 - $18.00 | Year 3 - $18.50 | Year 4 - $18.50 | Year 5 - $19.50
Duties and Responsibilities:
Must be able to perform duties with or without reasonable accommodation.
• Consistently demonstrate the Mindsets, ALDI Acts Competencies and Professional Skills (M.A.P.) as outlined for the role.
• Processes customer purchases, perform general cleaning duties, stocks shelves and merchandise displays neatly
• Provide exceptional customer service, assisting customers with their shopping experience
• Collaborate with team members and communicate clearly to the store management team
• Provide feedback to management on all products, inventory losses, scanning errors, and general issues
• Participate in taking store inventory counts according to guidelines and monitoring inventory for accuracy
• Adheres to cash policies and procedures to minimize losses
• Complies with all established company policies and procedures while upholding the security and confidentiality of documents and data
• Other duties as assigned
Physical Demands:
• Ability to stock merchandise from store receiving to shelving; ability to place product, weighing up to 45 pounds, on shelving at various heights
• Regularly required to sit, stand, bend, reach, push, pull, lift, carry and walk about the store
• Must be able to perform duties with or without reasonable accommodation
Qualifications:
• You must be 18 years of age or older to be employed for this role at ALDI
• Ability to provide prompt and courteous customer service
• Ability to operate a cash register efficiently and accurately
• Ability to safely and properly operate equipment, including electric/manual hand jack, floor scrubber, and cardboard baler
• Ability to perform general cleaning duties to company standards
• Ability to interpret and apply company policies and procedures
• Excellent verbal and written communication skills
• Ability to work both independently and within a team environment
• Ability to stay organized, give attention to detail, follow instructions and multi-task in a professional and efficient manner
• Meet any state and local requirements for handling and selling alcoholic beverages
Education and Experience:
• High School Diploma or equivalent preferred
• Prior work experience in a retail environment preferred
• A combination of education and experience providing equivalent knowledge
ALDI offers competitive wages and benefits, including:
401(k) Plan
Company 401(k) Matching Contributions
Employee Assistance Program (EAP)
PerkSpot National Discount Program
In addition, eligible employees are offered:
Medical, Prescription, Dental & Vision Insurance
Generous Vacation Time & 7 Paid Holidays
Up to 6 Weeks Paid Parental Leave at 100% of pay
Up to 2 Weeks Paid Caregiver Leave at 100% of pay
Short and Long-Term Disability Insurance
Life, Dependent Life and AD&D Insurance
Voluntary Term Life Insurance
Click here to learn more about the benefits ALDI has to offer
ALDI is committed to equal opportunity for all employees and applicants. As a proud Equal Opportunity Employer (EOE), we do not discriminate based on race, color, national origin, ancestry, citizenship status, religion, sex, sexual stereotyping, sexual orientation, gender, gender identity, gender expression, age, marital status, mental or physical disability, medical condition, genetic information, military or veteran status, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), or any other protected characteristic. Employment may be contingent upon ALDI's receipt of an acceptable and job-related drug test, motor vehicle report, and/or reference check, as applicable and permissible by law.
Customer Service Representative
Member Service Representative Job 27 miles from Port Washington
At National Business Furniture (NBF), we believe in the power of inspiration, and in the power that inspiring spaces can have on people achieving big things. We have worked with hundreds of thousands of businesses across the country - from startups to Fortune 500 companies - to equip their workspaces with beautiful, comfortable and functional furniture for nearly 50 years. NBF helps customers in businesses, healthcare, education, government, residential and hospitality environments by providing individual products or total furniture and accessory solutions. However our customers define achievement, we are driven to help and inspire them.
We're presenting an exciting opportunity for a Customer Service Representative in Milwaukee, Wisconsin. The right individual will be responsible for all incoming emails and phone calls from our customers, suppliers, carriers, and internal customers. They answer phones and emails, provide solutions to customers based on their situation, issue credits and debits, and are responsible for the ledger accountability of each order they handle. Additionally, they will use a number of systems to perform their job including our order management system, our call center phone system, MS suite of products as well as other systems such as internet browser. The right individual for this role will need strong attention to detail and be able to manage multiple interruptions in a day without loss of focus. This person must be able to meet deadlines provided to customers.
What Makes This a Great Opportunity?
It's a great opportunity to work with a lot of different people and create key relationships with co-workers, customers, and external sources. You will have an exciting role where no two requests are the same. Someone who loves to work with people, have varying duties, and provide the best Customer Service would thrive in this role.
Here's a General Overview of What You'll Be Doing:
Answer phone calls and emails and provide solutions to customers.
A customer experience advocate must be able to sit at a computer for extended periods of time and be able to speak and type.
They must be able to follow up in a timely manner with customers so accountability and attendance are key to this role.
Some reporting as needed (1-2 hours per month)
Ledger refunds and adjustments (only specific reps, 1 hour per day)
Working in various software systems like our order management system, Cisco call center system, Vonage and Microsoft Office 365
What We're Looking For:
At least 3 years in a customer service role.
Must have proven experience working efficiently in Microsoft Office 365 which includes Outlook, Word and Excel
Demonstrated problem solving experience in exceeding customer's expectations
A can-do, optimistic attitude when communicating with customers and team members
Experience managing multiple projects and timely turnaround in resolution
It Would Also be Nice to Have:
Associates or Bachelor's degree in a relevant field (communications, business management)
Experience with Salesforce and/or other CRM platforms
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law.
If you need any assistance seeking a job opportunity at National Business Furniture or if you need reasonable accommodation with the application process, please call ************** or contact us at
**********
.
PI3195eb2f898d-26***********8
Client Service/Trading Representative
Member Service Representative Job 32 miles from Port Washington
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our established financial service firm, Drake & Associates, in Waukesha, WI is looking for an experienced Client Service/Trading Representative. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior customer service skills, a strong work ethic, attention to detail, and enjoy working with clients daily. If you are looking for an opportunity to take the initiative to make a difference within the office, please apply today!
Our expectations are high, the compensation package is generous, our culture is a top priority, and we take care of our employees and customers. You will have ample support, coaching, and time to understand and master the various deliverables required.
The ideal candidate is happy where he/she is currently employed but is interested in a more self-directed work environment and responsibility. We would like to hire someone interested in a career, not a job, who wants to do the work and be recognized for a job well done. Flexibility and autonomy will require you to be very organized, detail-oriented, and efficient with a commitment to accuracy.
Minimum Requirements:
2+ years of experience in financial services preferred
Industry knowledge/experience is strongly preferred
Experience with Google Suite and/or MS Office and ability to learn new software quickly
CRM experience preferably with Salesforce
This position requires that you possess the following skills:
Superior communication skills
Strong organization skills
Attention to detail and accuracy
Consistent follow-through
Responsibilities:
Daily priorities are to process applications, assist clients with questions, gather required documents, and follow the client onboarding through completion.
Additional daily, weekly, and/or monthly asks include:
Receive incoming client service calls in a friendly manner
Complete each service request and resolve client issues timely
Input notes into CRM and keep them updated
Coordinate and follow up on each client transfer
Maintain professional communication with clients and staff
Assist in setting client appointments for the Advisor
Assist with New Business processing
Salary Base
$50,000 - $70,000 per year - Based on Experience
Money for Nothing
Three weeks of paid time off each year
Retirement
We offer Traditional and Roth 401(k)s with our company contributing 3% regardless of team member contributions. Employees under 50 years of age can contribute $23,000 per year in addition to the 3% company contribution. Are you 50+ years of age? You can contribute $30,500 each year in addition to the 3% company contribution. We can also show you how to fund a Traditional IRA or Roth IRA at $7,000 per year if under 50 and $8,000 if 50+. We know a lot about money, it's what we do!
Let's Stay Healthy
Blue Cross Blue Shield group health insurance plan with a great provider network It's the same health insurance that Tony has for himself. We pay for part of health, dental, and life insurance.
Paid time off to go to the doctor, dentist, etc.
Hungry?
Free coffee, tea, sodas, water, and hot cocoa - all on-site
Want To Lend a Hand?
We support local charities financially and with paid time off to volunteer
Use The Force, Luke!
Mentorship is part of the deal. We want to help you as a person, not just as an employee. We'll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration. We'll even pay for your Certified Financial Planner designation. Want to get your CPA license? Let's do it.
How Do I Get There?
Waukesha location is just off the Guerke's Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd
Let's have fun!
Quarterly team lunches and team-building events off-site
Annual Team Holiday Party
Paid-for Annual Trips
Company hits our goals, let's all travel together!
Presented by Advisor Employee Services
Thank you for your interest in the Client Service/Trading Representative role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Industrial Technical Service Representative
Member Service Representative Job 32 miles from Port Washington
We are Generac, a leading energy technology company committed to powering a smarter world.
Over the 60 plus years of Generac's history, we've been dedicated to energy innovation. From creating the home standby generator market category, to our current evolution into an energy technology solutions company, we continue to push new boundaries.
The Industrial Technical Service Representative II is responsible for providing technical support to our authorized dealer network including fielding and resolving technical service issues, providing troubleshooting support, and authorizing warranty repairs under general supervision with minimal guidance from leadership and higher level TSRs. Assist customers in a variety of questions, requests, and issues, effectively research, document, track and monitor customers' requests and issues to ensure timely resolution.
Major Responsibilities
Answer inbound calls and respond to emails from Dealer Technicians and answers standard to moderately complex questions over the phone
Provide accurate, timely, and descriptive notes during calls
Solves routine to non-routine problems
Instruct new dealer technicians how to navigate Generac's warranty systems and submit claims electronically
Troubleshoot with the dealer technician to resolve moderately complex issues with the product in the field
Assist with on-site troubleshooting, diagnosis, and repair as required
Gather and prepare documentation regarding product failure
Mentors less experienced technical service representatives
Minimum Job Requirements
Associates Degree or equivalent experience in relevant technical field
1 years related technical experience
Preferred Qualifications:
Bachelor's Degree
Bilingual Spanish
Diesel or automotive repair experience, 3 years
Electrical experience, 3 years
Knowledge / Skills / Abilities
Solid understanding of basic mechanical and electrical (AC/DC) fundamental theory
Be able to read and follow wiring diagrams and schematics
Excellent Customer Service skills
Ability to communicate verbally and in writing in a professional manner
Solid understanding and knowledge of engine diagnostics and troubleshooting of gensets.
Ability to remain calm in high-stress situations
Solid knowledge of Microsoft office suit
Developing leadership competencies
Ability to effectively communicate technical concepts, while taking into consideration the varying degrees of customers' technical experience
Solid Problem-solving skills.
Basic knowledge of control system programming.
*To be considered an official applicant, please apply directly on our career website:
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Physical Demands: While performing the duties of this job, the employee is regularly required to talk and hear; and use hands to manipulate objects or controls. The employee is regularly required to stand and walk. On occasion the incumbent may be required to stoop, bend or reach above the shoulders. The employee must occasionally lift up to 25 - 50 pounds. Specific conditions of this job are typical of frequent and continuous computer-based work requiring periods of sitting, close vision and ability to adjust focus. Occasional travel.
“We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.”
Customer Solutions Representative
Member Service Representative Job 31 miles from Port Washington
VELVAC, INC.
Put your Career in the Passing Lane!
When you're riding with Velvac, your career is like an open road: full of interesting directions to go, things to do, and people to meet. Ours is a fast-growing, fun, friendly company.
We design and produces the best in vision and mirror systems and accessories for medium and heavy-duty commercial vehicles. Our world class customers include Peterbilt, Kenworth, Mack Truck, General Motors, Ford, Daimler, Volvo, Winnebago, and Fleetwood just to name a few. These businesses and products help keep the essential transportation industry up and running.
CUSTOMER SOLUTIONS REPRESENTATIVE
Join us as a Customer Solutions Rep and become a partner to these same customers who rely on us to keep them on the road and in the passing lane. Work with the purchasing teams of these top-notch vehicle OEM's as well as Aftermarket sales reps and distributors. Become a trusted extension of their day to day jobs and the heartbeat of Velvac.
What Are You Looking For?
Do you…
Have a talent for building rock solid customer relationships?
Strive to be part of the solution instead of part of the problem?
Thrive on making every contact your best?
Believe attitude is everything?
Have the problem-solving skills to help customers order the right parts?
Have the attention to detail to catch all the part numbers, quantities, and due dates on each PO.
Have the follow up skills to circle back with both internal and external customers?
Can you…
Master phone, fax, web and EDI order entry processes?
Navigate an MRP system from order entry, to scheduling, to billing, to adjustments, to shipment?
Demonstrate strong skills with Microsoft Outlook, Teams, Excel and Word?
Get excited about following old processes and improving new ones?
Join our passion for Lean culture and continuous improvement?
If so, you may be a great fit for our small but mighty Customer Solutions Team.
What We Are Looking For:
You Will…
Guide and process customer orders and inquiries in a fast-paced environment.
Communicate with customers via phone, and email.
Solve customer problems and find best possible solutions.
Provide knowledgeable answers to questions about products, pricing and availability.
Respond to shipping inquiries and answer order status questions.
Become a product expert and understand each customer's needs to provide customer service that makes a difference.
Actively participate in Kaizen and other lean activities to drive our continuous improvement culture deeper into our operation and our teams.
What You Will Need:
An associate or bachelor's degree in business, sales, marketing, or related field.
3 to 5 years of customer experience and eager to grow.
The ability to develop a working knowledge of our products.
High level of accuracy in a continuous improvement environment.
Proven ability to communicate with customers, peers and managers while maintaining a professional demeanor.
MRP understanding and experience (AS400 and/or IFS).
Bilingual in Spanish and/or French would be a plus but not required.
What You Can Expect:
In return for your talent, time, and commitment, we offer the competitive compensation and benefits you would expect of an industry leader, including career advancement, paid holidays, vacations, and matching 401(k) plan.
Equal Opportunity/Affirmative Action employer. This company considers candidates regardless of race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.
Customer Service Representative
Member Service Representative Job 46 miles from Port Washington
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 Customer Services Representative, you will have the opportunity to create a difference in the lives of our customers every single day.
As a Customer Service Representative, you will spend time:
Providing guidance to help customers make decisions about their financial needs.
Completing teller transactions including cashing checks, processing deposits, and withdrawals.
Offering appropriate bank products and services.
Balancing and maintaining a cash drawer with accuracy and attention to detail.
Essential Knowledge & Skills
The following skills are needed to be successful in your banking career as a Customer Service Representative:
Interpersonal skills necessary to relate to and empathize with customers and coworkers to maintain a friendly demeanor throughout the day.
Be able to operate standard office, and bank equipment and required software including Microsoft Word, Excel, Outlook, and Teams.
Ability to communicate effectively via phone, email and in person.
A high school diploma or equivalent.
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package for both Full-Time and Part-Time employees including:
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!
PI674b408c061d-26***********0
Assistant Client Services Specialist
Member Service Representative Job 31 miles from Port Washington
Provide superior service and administrative support for department.
Provide prompt and efficient assistance according to agency procedures and guidelines in the completi on of administrative functions, mail, phone, receptionist, backup etc.
Work in conjunction with Customer Service Specialist or Sr. Customer Service Specialist and provide service to
customers; invoicing, payment reminders, processing endorsements, checking in policies, copying, scanning, etc.
Request loss runs, identification cards, certificates of insurance and requests for proof of insurance.
Process transactions carefully paying attention to detail on a timely basis to minimize the potential for any errors and
omissions exposure.
Assist in entering claims and follow up of outstanding claims in accordance with agency guidelines.
Assist in the completion of monthly reports.
Maintain professional accreditation necessary to meet agency standards.
Participate in continuing education programs when available.
Build and maintain a favorable and professional work relationship with other staff members.
Communicate with Supervisor/Manager any issues to ensure excellent customer service.
Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
Adhere to established employee manual policies and guidelines.
Promptly report all E&O claims and potential E&O claims.
Maintain confidentiality in all aspects of client, staff and agency information.
Perform other duties and projects as assigned.
Requirements:
College degree preferred, high school diploma or equivalent required.
Experience and knowledge of Microsoft Office programs.
Experience with Vertafore a plus.
High level of organizational ability with attention to detail.
Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner.
Demonstrated ability to communicate effectively.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Salary Range is $37,500 - $42,500.
The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.
Compensation details: 37500-42500 Yearly Salary
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Customer Service Specialist
Member Service Representative Job 15 miles from Port Washington
Engauge Workforce Solutions is your one stop to get your manufacturing jobs!
We work with various companies in the Greater Milwaukee area, and have work for all skill levels. If you want to get your foot in the door, or are a seasoned manufacturing or logistics professional.
We have current opening for Inside Sales/Customer Service Representative for our client in WEST BEND,WI. This role is ON-SITE so you must be comfortable with coming to that location every day.
What our client offers:
interesting work, and a great challenge
Family owned company with stability
health/dental/vision
401K
great culture and extreme longevity
Must have:
highly organized
critical thinking
manufacturing background
understand manufacturing processes and capabilities
data entry
analytical skills
running and creating reports
ERP/CRM experience
Apply today and let's get you started!
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Customer Service Representative
Member Service Representative Job 16 miles from Port Washington
Airgas is seeking individuals with excellent verbal and written communication skills, demonstrated attention to detail, creative problem solving skills, and a positive team player who wants to contribute to the success of their team. As a Customer Support Specialist you will be responsible for managing accounts while working directly with customers and sales representatives.
As a Customer Support Specialist your responsibilities will include:
Support for customer requests which will include processing orders, generating quotes, completing emails, product research and identification.
Identifying, analyzing, and creatively solving customer issues and concerns while creating opportunities to increase customer satisfaction.
Utilizing various applications for order processing such as integrated customer portals, EDI, and eCommerce.
Managing, organizing and prioritizing workload to maximize completion of daily responsibilities. Proactively manage all open items to completion.
A high level of initiative, curiosity and potential to go beyond the described role as the team
responsibilities evolve.
Special duties as assigned.
Preferred Education and Experience:
High School Diploma required. Associate's or Bachelor's Degree preferred.
2 years of customer service/sales experience
Or Minimum 2 years of relevant work experience
Customer Service Specialist
Member Service Representative Job 36 miles from Port Washington
SUMMARY: Reporting directly to the director of sales operations, the Customer Service Specialist is responsible for providing extraordinary customer service. The Customer Service Specialist will be tasked with onboarding new customers, managing customer orders from PO to pick up to final payment, and customer communications including managing incoming email, product pricing, and general product inquiries. The individual in this role will also assist with maintaining our broker relationships and customer promotions.
PROJECTS/RESPONSIBILITIES:
· Manage incoming customer calls related to product availability, delivery, and general inquiries.
· Route customer issues to appropriate person and track complaint in database.
· Accurately complete the daily Order Management cycle including entering orders into ERP system, updating customers on status, and collaborating on escalated order dates.
· Contact customers to ensure order pickups are scheduled and request shipping bids for delivery orders.
· Assist Accounts Payable to resolve invoice discrepancies.
· Follow and understand proper Good Hygiene, Safe Work Practices, and Good Manufacturing Practices (GMP's) to aide in providing a safe quality product.
· Complete training related to food and personal safety as required.
· Other responsibilities and duties as assigned.
SKILLS & QUALIFICATIONS:
· Strong project management and organizational skills in which attention to detail and the ability to prioritize and manage multiple tasks/projects on time is essential.
· Exceptional interpersonal skills and ability to navigate organizations to build relationships and garner support; ability to work collaboratively with cross-functional teams.
· Exceptional communication skills and situational adaptability; capable of clearly conveying Pretzilla standards.
· Ability to work independently and efficiently, exercise initiative, resourcefulness, and good judgement.
· Flexible and comfortable working under pressure in a fast-paced environment.
EDUCATION & EXPERIENCE:
Required
One (1) to three (3) years of experience in a customer-facing role
Previous experience working with distributors and brokers
Proficient in the use of the Microsoft Office Suite of Products: Excel, PowerPoint, Word, Access, Outlook
Preferred
Previous experience with EAP/CRM systems, specifically Microsoft NAV
Customer Support Associate
Member Service Representative Job 23 miles from Port Washington
RHM Staffing Solutions
For the past 9+ years, RHM Staffing Solutions has been providing the highest quality professionals to a wide range of clients in the manufacturing, distribution, and industrial sectors. RHM Staffing Solutions delivers exceptional recruiting solutions for contract, contract-to-hire, and permanent placement.
JOIN THE RHM TEAM!
Office Coordinator/Customer Service Associate:
• Collection of timecards on a weekly basis and submittal of hours to payroll team.
• Addendum master checklist
• Attend daily office meetings with prepared updates and announcements.
• Onboard new clients and input data into CRM.
• Update and maintain client master lists.
• Evaluate and process workers' compensation claims.
• Oversee and submit contractor holiday pay and PTO.
• Schedule drug screenings and conduct background checks.
• Process all I-9 documentation.
• Conduct and audit contractor unemployment claims on a weekly basis.
• New hire desk set up for internal employees.
• DBO/CSM/AE Requests as assigned.
Qualifications:
• 0-2 Years of Work Experience
• Ability to work in a fast-paced environment
• Background in customer service is a plus
• Bachelor's degree preferred
RHM Staffing Solutions does not discriminate in employment on the basis of to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment.
Client Services Associate
Member Service Representative Job 46 miles from Port Washington
Established Wealth Management Office seeks a Client Service Specialist
Work directly with Ultra High Net Worth clients, in all aspects of their business and financial lives
Work on budgeting, cash flow, project management around jets, yachts, acquisitions and disposition of commercial real estate property, charitable giving, etc.
Act as quarterback with outside advisors for interactions with external providers, ensuring smooth operations and communication.
Monitor and ensure timely payments, issues spotting, and bringing critical issues to the attention of the head of client services as required
Familiarity with SAGE accounting software is a plus
Proficiency in Microsoft Office Suite, including Excel and PowerPoint, preferred
Ability to manage client engagements and work directly with Ultra High Net Worth clientele (100 mm plus)
Desire to be involved in all aspects of UHNW families' financial matters
Client is very open on backgrounds; will consider people coming from RIA's, accounting firms, other financial service companies, etc.
Low to mid 100's plus total compensation package
100% client focused; no new business requirements
~Hybrid Work Opportunity~
Customer Service Technical Support Specialist
Member Service Representative Job 25 miles from Port Washington
Why join AVIRE?
Do you have an entrepreneurial mindset? Do you like being part of high growth, high impact environments? Are you looking for an opportunity to provide your customers with consultative support--growing our business together? If you have answered yes to these questions, we should connect!
The Americas AVIRE team is looking for a highly driven, highly motivated individual to take us to new heights. In this role, you will be responsible for supporting our customers both pre and post-sale with their technical and functionality questions. You will strive to be an expert problem solver and deliver courteous and efficient troubleshooting of our products. You will be a part of a team of Inside Sales Specialists, Customer Service Specialists, Application Support Technicians, and other Technical Support Specialists with the collective goal to provide the best customer experience in the industry. Further, you will be a part of a team that has a track record of delivering double digit compound growth while supporting each other. This position reports to the Technical Support Supervisor.
What you will do:
Handle in-depth application questions and provide troubleshooting assistance
Provide telephone and occasionally local, onsite, installation assistance
Document customer calls in FreshDesk and resolve tickets
Issue return authorization numbers for repair services
Promptly and courteously resolve customer online inquiries
Maintain the company's professional reputation through superior customer service
Assist and support other personnel as needed
Interface with Sales, Production, and R&D teams for product development feedback
Assist with production items requiring technical programming, provisioning and/or activations
Perform other duties as assigned
We want someone who displays:
Action-Oriented Curiosity: You readily take on challenges, and you identify and seize new opportunities. You have an outstanding history of delivering on your projects. You work on the problems that truly need solving, and you effectively challenge the organization to be better. You can cut through the clutter and focus on the priorities that align with organizational objectives.
Collaboration: You embrace the unique experiences, viewpoints, and abilities of your teammates and proactively engage those differences to come to the best possible outcome.
Empowerment: You thrive in an environment where you can make decisions. You do not shy away from taking a stand, and you recognize the importance of challenging the team to ensure that we strive for more.
Accountability: You take responsibility for your actions, and you deliver on your commitments.
Inclusion: In all aspects of your work, you treat everyone with respect.
Performance Objectives
Provide superior customer service and technical support.
Resolve technical questions and problems promptly and accurately.
Support company personnel with training and product quality analysis.
Keep management informed of area activities and significant problems.
Maintain accurate and up-to-date records and reports.
Ensure timely delivery of technical production items to shipping & production teams
Job Skills
Strong interpersonal and communication skills
Proven ability to problem-solve
Excellent written, verbal, and interpersonal skills to work effectively with diverse groups of people both within, and outside, of the organization
Strong technical skills and effective troubleshooting
Experience with FreshDesk is a plus but not required
Attention to detail and strong organizational skills
Fluent in English and primary language used in area of responsibility and/or location
Qualifications
High School Diploma or GED and/or a related field or equivalent experience.
1+ years experience in customer service, support, or repair.
Technical knowledge of product installation and usage required.
Proficiency in computer-related applications.
Network design and/or low voltage electrical experience or telecommunications experience is a plus.
Understanding of manufacturing processes preferred.
Who is AVIRE?
Connecting and Protecting People, AVIRE combines 4 market-leading brands (Rath, Janus, Microkey, and Memco) within the elevator and emergency communications industries; currently offering light curtains, emergency telephones / GSMs, and life safety solutions. Each brand has a strong market presence, a unique identity, a distinct product range, and a long, successful history. With HQ in Maidenhead UK and manufacturing locations in Spain, USA and the Czech Republic, and sales offices in 13 locations across the globe, AVIRE is a truly global brand, employing over 300 people.
AVIRE is part of the Halma group (*************** Halma bets on talent! We are looking for bright, ambitious people to join our team and stay for the long term. With over 45 businesses under its ownership, Halma is a great place to start, advance, or accelerate your career.
Benefits
Competitive salary and bonus plan
Complete benefits package including health, dental & vision insurance, 401K, vacation, and generous parental leave
Professional development training opportunities
Hybrid schedule with flexibility
Paid time off
How do I apply?
If you are interested in learning more about the company and this position, please send your resume to: *******************************
Banking Service Representative- Back office/operations
Member Service Representative Job 26 miles from Port Washington
Job Title Senior Service Rep T&O
Mandate Fulfill routine and frequently non-routine transactions, internal business partner and/or external customer inquiries/ requests, and/or audit/ reconciliation activities, and solve issues efficiently and effectively in accordance with Bank and industry standards, focusing on up to a three-month time horizon. Follow procedures to resolve internal business partner and/or external customer inquiries/ requests and issues.
Accountabilities: Product & Process • Process and/or fulfill transactions, perform audit/ reconciliation activities and/or other activities in accordance with established priorities and deadlines on a timely, accurate and efficient basis.
Resolve discrepancies/ exceptions that frequently deal with non-routine situations, requiring further analysis.
Investigate and may resolve or make recommendations to more senior team members on more complex, non-routine issues relating to internal business partner and/or external customer inquiries or requests, business process efficiency and quality control within existing procedures.
May resolve escalated work or issues from more junior staff, where applicable.
Enable productive relationships within the line of business (LOB) and other functions through responsiveness and support. Proactively work with others (i.e., on own team, shared service center, other operational areas, or with the internal business partner and/or external customer) to ensure delivery of timely, quality and efficient fulfillment activities.
Provide advice to internal business partners and peers to support the completion of a process or activity within established procedures.
Accountabilities: Risk & Control • Escalate issues that require resolution by more senior team members, as per guidelines.
Identify potential risk situations/ impacts, and make recommendations or escalate to the manager.
Review transactions and requests for compliance with regulatory and Bank requirements, as required.
Monitor production logs and schedules to ensure key controls are followed and exceptions are actively pursued; escalate to the manager as appropriate.
Provide information for regulatory reporting and audit queries.
Ensure all appropriate authorizations/ approvals are obtained in accordance with policies and controls.
Ensure adherence to all aspects of FirstPrinciples, Our Code of Business Conduct and Ethics Corporate Policy, as well as all applicable legislation, regulatory rules and requirements, and Bank standards, policies and procedures (P&Ps) for such things as potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.
Ensure strict confidentiality is maintained for both customer and Bank information to protect the customer and the Bank and to ensure compliance with Bank P&Ps.
Follow security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to such things as fraud or defalcation.
Accountabilities: Business Performance Management • Monitor service delivery performance, production processes and quality, providing reports to the manager for the purpose of optimizing operational effectiveness.
Deliver exceptional customer service that builds trust through responsive, accurate, consistent, knowledgeable and available services and support.
Align individual performance goals to team and organizational goals.
Demonstrate behaviors that are consistent with BMO values.
Authorities This role has the authority to:
May problem-solve escalated issues from others, as appropriate.
Escalate all unresolved processing problems to the appropriate level, as per guidelines, including system, software and hardware failures.
Provide advice in the completion of processes within established guidelines and procedures.
Ensure receipt of appropriate approvals/ authorizations in accordance with P&Ps and controls.
Cross Functional Relationships • Team members
Other PO business units re: operational and customer service issues, projects, change implementation or system recoveries
May interact with internal support re: projects, change implementation or system recoveries
May provide daily support and assistance to lines of business
Suppliers, service providers and external customers
Other financial institutions re processing issues
Scope & Impact • Contributes to customer confidence and satisfaction by ensuring transactions and/or audit/ reconciliation activities are processed accurately and on a timely basis.
Contributes to customer retention by ensuring service quality in processing transactions.
Contributes to Bank financial performance by responding on a timely basis to changing operating conditions so as to mitigate financial penalties and costs; also ensures an appropriate balance between customer service and costs to minimize loss of revenue or customer dissatisfaction.
Contributes to the mitigation of reputational risk and financial loss against such things as fraud, defalcation and/or financial penalties by ensuring compliance with Bank P&Ps and regulatory requirements.
Contributes to the mitigation of costs/ impacts associated with human errors by supporting proper on-the-job training of others.
High volume and/or high risk environment with strict timeframes that are time sensitive and subject to large penalties if timelines are missed.
Knowledge & Skills a) Knowledge:
University degree/college diploma or equivalent work experience
2 to 3 years of related experience
Good knowledge of standard desktop applications used by the business unit
Good knowledge and understanding of the business unit's key products and services, processes and controls
Good understanding of the business unit's risk and regulatory requirements
Good knowledge of departmental systems and applications
b) Skills:
Good analytical and problem-solving skills
Good investigation skills
Good prioritization skills
Good organizational skills
Good customer service and relationship management skills
Good written and oral communication skills
Ability to multi-task in a fast-paced environment
Job Type: Full-time
Pay: $21.50 - $22.00 per hour
Benefits:
Dental insurance
Health insurance
Vision insurance
Shift:
Day shift
Work Location: In person
Associate Technical Service Representative ($500 Sign on Bonus!)
Member Service Representative Job 24 miles from Port Washington
Work Mode: Hybrid
Location: Hybrid - Kohler, WI (ideally 1x day/week on main campus for onsite collaboration or training)
$500 Sign on Bonus Available!
Opportunity
In this role, you will deliver top-notch technical service to both internal and external customers, while resolving complex technical issues for Kohler/Sterling/Robern products, manage warranty processes, and provide timely support to Sales Representatives and Customer Service Engineers. Maintain and update customer accounts, resolve escalated concerns, and utilize company systems proficiently. You will also represent Technical Support in cross-functional meetings, and authorize field inspections and repairs.
Specific Responsibilities
Resolve technically complex inquiries and issues associated with Kohler/Sterling/Robern products pertaining to installation, performance, repair, or maintenance.
With the input from Kohler Authorized Service Representatives (ASRs), determine if product is damaged or defective and administer the appropriate warranty procedure.
Provide prompt and accurate service to Sales Reps and Customer Service Engineers via phone and/or email, taking ownership of product issues when appropriate.
Effectively use empowerment guidelines to resolve product concerns and requests for labor; applies negotiation skills to situations where labor claims are unfounded or unsupported.
Creates and/or maintains customer accounts by recording/updating account information.
Maintain personal productivity and quality standards.
Approach every internal and external customer interaction professionally, efficiently and with good communication skills.
Understand and appropriately use the company's systems (i.e. CRM, portal, SAP, Intranet, Internet, e-mail, phone system, scheduling software) and policies.
Investigate and solve complex or long-standing customer issues that have been escalated from different levels of Customer Service.
Takes initiative to notify appropriate contact regarding deficiencies in product and/or literature.
Represent Technical Support and the voice of the customer in cross functional meetings/initiatives as it relates to product and/or process.
Advanced knowledge of Kohler/Sterling/Robern products; able to read and understand complex technical publications and diagrams.
Perform order management for customers and Kohler Co. business partners.
Proficient in all Kohler/Sterling/Robern products and warranties associated with those product lines.
Assist the department as needed with scheduled tasks such as roaming, emails, letters and customer call backs.
Authorize the dispatch of Kohler/Sterling Authorized Service Representatives to inspect and/or repair products as necessary in the field.
Skills/Requirements
High School diploma or GED required.
Bachelor's degree preferred.
At least (3) three years customer service experience preferred.
At least (2) two years technical customer service experience preferred.
Strong technical aptitude. Familiarity with CRM (Salesforce), SAP, and MS Suites preferred.
Strong verbal and written communication skills.
#LI-Hybrid
#LI-KS1
CUSTOM.PAY.TRANSPARENCY
Why Choose Kohler?
We empower each associate to #BecomeMoreAtKohler with a competitive total rewards package to support your health and wellbeing, access to career growth and development opportunities, a diverse and inclusive workplace, and a strong culture of innovation. With more than 30,000 bold leaders across the globe, we're driving meaningful change in our mission to help people live gracious, healthy, and sustainable lives.
About Us
It is Kohler's policy to recruit, hire, and promote qualified applicants without regard to race, creed, religion, age, sex, sexual orientation, gender identity or expression, marital status, national origin, disability or status as a protected veteran. If, as an individual with a disability, you need reasonable accommodation during the recruitment process, please contact *********************. Kohler Co. is an equal opportunity/affirmative action employer.
By applying, you consent to your information being transmitted by Zippia to the Employer, as data controller, through the Employer's data processor SonicJobs.
See Kohler Terms & Conditions at ************************************ and Privacy Policy at ************************************** and SonicJobs Privacy Policy at ******************************************* and Terms of Use at *********************************************
Financial Services Representative
Member Service Representative Job 23 miles from Port Washington
Returning from Military Service? Join Our Team
Serving others is your calling. You should be proud of making a difference in the lives of our country. Agents at New York Life Insurance Company also take pride in making a difference in the lives of members of their communities by helping their clients build a more secure future for their families.
Just like the military, New York Life values integrity, rewards hard work, and enjoys a long history of accountability and achievement. In fact, we've been protecting America's families and honoring our obligations since 1845.
Join us.
We are actively hiring talented people for sales and sales management positions. The discipline, drive, and leadership qualities you developed during your military service may make this career an ideal fit.
You don't need previous experience in the financial industry to succeed in this career. Our top-notch, career-long training program will provide you with the foundation you need to hone your skills and continue to serve your community in a new way. You will have the support of a Fortune 100 company behind you, providing guidance, mentors, consultants, and marketing and sales resources.
We're looking for motivated self-starters who want:
Comprehensive and ongoing professional training and development
State-of-the-art marketing and sales solutions
A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients
A clearly defined career path, including opportunities in Management for qualified individuals
Competitive benefits, including a defined benefit pension plan, and significant income potential
Visit nylbenefits.com and select “NYL Agents” to explore the benefits offered to our agents. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
New York Life Insurance Company equal opportunity M/F/Disability/Veteran/SexualOrientation/Gender Identity
1692148 (Exp. 2/10/2024)
As a New York Life Agent, you'll be offering high-quality life insurance, fixed annuities, long-term care insurance, and other products for insurance and retirement planning needs.
You'll also:
Develop and implement business and marketing plans
Prospect for potential clients
Discuss the financial concerns and needs of individuals
Present potential solutions using our suite of products and services
Develop your professional skills and knowledge
Many of our financial professionals have served their country with distinction. Why not take the steps now to become a part of this great legacy?
We are looking for people who possess the following background/characteristics:
4-year college degree
Highly self-motivated and self-disciplined with the ability to work independently
Outgoing personality with the ability to develop relationships (i.e., “People Person")
Fearless, positive attitude, and willingness to be accountable for results
Organized, detail-oriented, and excellent time-management skills
The desire for continuous learning
Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner
Consultant - Customer Experience Team
Member Service Representative Job 37 miles from Port Washington
By The Yard is seeking to hire a friendly & outgoing Sales Consultant to join our Customer Experience team at our Oconomowoc location! Full-time or part-time available.
Under the direction of the Showroom Manager, Consultants provide the best possible customer satisfaction to By the Yard's customers by addressing and resolving customer inquiries and problems by phone, email, and in person. Other primary duties include preparing and processing sales quotes and orders and ensuring the customer-facing areas are always in the best possible condition, in accordance with company policies and procedures.
This position is non-commission.
ESSENTIAL DUTIES and RESPONSIBILITIES:
· Greet and help customers in the showroom or store. Assist with whatever is needed to facilitate the selection and purchase of the order.
· Answer incoming customer telephone calls. Establish and maintain positive working relationships with customers by ensuring the best possible customer satisfaction by providing expertise in our furniture and related services.
· Provide accurate and timely information regarding the status of open orders to customers as requested and record all communications.
· Receive customer inquiries, problems, and complaints regarding products, services, billing, applications. Forward customers to the correct departments as needed.
· Enter all required information into the computerized systems to create and maintain the customer database, ensuring accuracy and timeliness. Prepare documents, letters, correspondence, etc.
· Complete and maintain all required paperwork, records, documents, processes, etc. in a timely manner.
· Maintain departmental housekeeping standards. Make sure that the store/showroom, and surrounding areas are in inspection-ready condition at all times.
· Provide inside support to the outside sales representatives as needed.
· May process distributor or web orders.
· May assist with coordinating trade shows.
· May be responsible for all daily mailings which includes: maintaining a current knowledge of pricing and correct packaging for anything that needs to be delivered through USPS; ensuring that all mail is ready to be delivered to the post office by the established deadline each day.
· May work with the marketing department to ensure that all current marketing flyers are going to the correct customers within the correct dates and geographic locations.
· This position will be required to make deliveries and assist drivers with completing enhanced deliveries. An enhanced delivery involves specific furniture placement at the customer's home which typically requires two team members to accomplish.
· Perform other duties and responsibilities as requested or required.
An individual in this position must be able to successfully perform the essential duties and responsibilities listed above. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
Requirements
Full-time hours are 36-40 hours per week.
Part-time hours are 29 or less per week.
Hours scheduled within the following time frames: Monday - Friday (8:00 AM - 7:00 PM) & Saturday (9:00 AM - 4:00 PM). Closed on Sundays!
MINIMUM QUALIFICATIONS:· High school diploma or equivalent, or related education.· One to three years of previous customer service and/or sales experience, or a combination of education and experience.· Exceptional telephone and personal customer service skills and ability to work under pressure.· Strong organizational skills and the ability to handle multiple projects tasks simultaneously.· Excellent attention to detail.· Excellent verbal, written and interpersonal communication skills.· Strong flexibility to adapt to changing priorities and direction in a dynamic work environment.· Shows initiative, regularly engages in proactive behavior and looks for opportunities.· Ability to work a typical retail-based schedule including days, evenings, weekend and/or holiday hours.
PREFERRED QUALIFICATIONS:· Basic Microsoft Outlook, Excel, and Word skills.· Experience in one or more of the following industries preferred: decorative furnishings, lifestyle, high-end fashion.
PHYSICAL AND MENTAL DEMANDS: While performing the duties of this job, the employee is regularly required to sit; talk or hear; and use hands to handle, or touch objects or controls. The employee is regularly required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 75 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.
The mental and physical requirements described here are representative of those that must be met by an individual to successfully perform the essential functions of this position.
Salary Description $20 per hour
Financial Services Representative
Member Service Representative Job 48 miles from Port Washington
World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time Team Members.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Patient Financial Services Rep I
Member Service Representative Job 27 miles from Port Washington
At Children's Wisconsin, we believe kids deserve the best.
Children's Wisconsin is a nationally recognized health system dedicated solely to the health and well-being of children. We provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Our reputation draws patients and families from around the country.
We offer a wide variety of rewarding career opportunities and are seeking individuals dedicated to helping us achieve our vision of the healthiest kids in the country. If you want to work for an organization that makes a difference for children and families, and encourages you to be at your best every day, please apply today.
Please follow this link for a closer look at what it's like to work at Children's Wisconsin:
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Responsible for answering inbound daily telephone calls within Patient Accounts - Customer Service department, a cross-functional department supporting all areas of Revenue Cycle. As the front line of CHW's revenue cycle, must provide exemplary service to our patients and families showing empathy and compassion while still working to meet the goals of resolving account balances. Responsible for making outbound calls to negotiate payment plan terms, collect outstanding self- pay balances, screen for and process financial assistance applications, and resolves accounts in assigned work queues within billing system Troubleshoots and problem solves patient family billing, payer, payment posting or system issues for all areas of the organization.
High school education or equivalent. Associates Degree preferred.
One year related experience in insurance, collections or call center customer service, preferably in a hospital setting.
Knowledge of claims processing and computerized systems desirable.
Interpersonal skills necessary to efficiently respond to questions from patients and families regarding hospital financial policies, outside agencies' programs and physician offices to help resolve patient financial issues.
Ability to hold composure and poise in escalated situations
Ability to communicate effectively, both verbally and through written correspondences to families, physicians and outside agencies.
Ability to work as part of a team, demonstrating collaboration and flexibility
Must have knowledge of all revenue cycle operations and processes
Must be able to read and interpret insurance explanation of benefits to accurately process work and resolve problems
Children's Wisconsin is an equal opportunity / affirmative action employer. We are committed to creating a diverse and inclusive environment for all employees. We treat everyone with dignity, respect, and fairness. We do not discriminate against any person on the basis of race, color, religion, sex, gender, gender identity and/or expression, sexual orientation, national origin, age, disability, veteran status, or any other status or condition protected by the law.
Certifications/Licenses:
Patient Financial Services Rep I
Member Service Representative Job 27 miles from Port Washington
At Children's Wisconsin, we believe kids deserve the best.
Children's Wisconsin is a nationally recognized health system dedicated solely to the health and well-being of children. We provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Our reputation draws patients and families from around the country.
We offer a wide variety of rewarding career opportunities and are seeking individuals dedicated to helping us achieve our vision of the healthiest kids in the country. If you want to work for an organization that makes a difference for children and families, and encourages you to be at your best every day, please apply today.
Please follow this link for a closer look at what it's like to work at Children's Wisconsin:
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Responsible for answering inbound daily telephone calls within Patient Accounts - Customer Service department, a cross-functional department supporting all areas of Revenue Cycle. As the front line of CHW's revenue cycle, must provide exemplary service to our patients and families showing empathy and compassion while still working to meet the goals of resolving account balances. Responsible for making outbound calls to negotiate payment plan terms, collect outstanding self- pay balances, screen for and process financial assistance applications, and resolves accounts in assigned work queues within billing system Troubleshoots and problem solves patient family billing, payer, payment posting or system issues for all areas of the organization.
High school education or equivalent. Associates Degree preferred.
One year related experience in insurance, collections or call center customer service, preferably in a hospital setting.
Knowledge of claims processing and computerized systems desirable.
Interpersonal skills necessary to efficiently respond to questions from patients and families regarding hospital financial policies, outside agencies' programs and physician offices to help resolve patient financial issues.
Ability to hold composure and poise in escalated situations
Ability to communicate effectively, both verbally and through written correspondences to families, physicians and outside agencies.
Ability to work as part of a team, demonstrating collaboration and flexibility
Must have knowledge of all revenue cycle operations and processes
Must be able to read and interpret insurance explanation of benefits to accurately process work and resolve problems
Children's Wisconsin is an equal opportunity / affirmative action employer. We are committed to creating a diverse and inclusive environment for all employees. We treat everyone with dignity, respect, and fairness. We do not discriminate against any person on the basis of race, color, religion, sex, gender, gender identity and/or expression, sexual orientation, national origin, age, disability, veteran status, or any other status or condition protected by the law.
Certifications/Licenses: