Member service representative jobs in San Marcos, TX

The Customer Service Representative plays a key role in supporting the life insurance application process. This position is responsible for contacting applicants to schedule medical examinations and ensuring smooth workflow handoff to Case Associates and Underwriters once appointments are confirmed. The representative will provide exceptional customer service while maintaining accuracy, efficiency, and compliance throughout the process. Key Responsibilities Applicant Engagement & Welcome Calls Make professional, courteous welcome calls to life insurance applicants. Provide clear guidance on next steps in the application process and respond to initial questions. Application & Case Review Review applications and case notes regularly to ensure adherence to medical, financial, and regulatory requirements. Identify missing information or requirements and take appropriate action to support timely case progression. Outbound Communication & Scheduling Support Conduct proactive outbound calls to assist applicants in scheduling their medical examinations with approved vendors. Offer support and resources to help applicants complete outstanding requirements. Underwriting & Workflow Support Work closely with Underwriters and Case Associates to expedite case closures. Communicate updates effectively and ensure smooth handoff of scheduled cases to the appropriate teams. Qualifications & Skills Strong telephone communication skills with a professional and friendly demeanor. Excellent interpersonal, verbal, and written communication abilities. Ability to follow conversation flows and document interactions accurately and thoroughly. Strong organizational and time-management skills; able to multitask effectively in a fast-paced environment. Familiarity with life insurance processes preferred. Salary Range:: $38,000 - $43,000 per year

Job Title: CSV Customer Service Representative II Onsite training Works with moderate work direction and can identify issues/problems but may need assistance in resolving. Worker processes orders, prepares correspondence, and fulfils customer needs to ensure customer satisfaction. Has knowledge of commonly used concepts, practices, and procedures within a particular field. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Primary job functions do not typically require exercising independent judgment. Typically reports to a supervisor or manager. Skills: 3 years in insurance authorization or verification or medical billing OR bachelor's degree in healthcare Strong Soft Skills Computer skills (specifically in excel) Education: High School Diploma or GED

Lucifer Lighting Company is a privately held San Antonio-based designer and manufacturer of precision-engineered architectural lighting fixtures. You'll find our products everywhere from SF MOMA to the Nike Headquarters. We're in the campuses of 4 of the 5 largest tech companies and 5 of the top 10 tallest towers in the U.S. Our customers are the world's leading architects and designers who look for minimalist industrial design and place a premium on service, quality, and innovation. Our people make magic happen; we are passionate, smart, hard-working, committed, and creative. We like to make work enjoyable and engaging. We light the world's most beautiful spaces. Position Summary: Work directly with customers to process and problem solve orders, always ensuring that it is easier to do business with Lucifer Lighting than any other lighting manufacturer. Essential Duties and Responsibilities: Successful territory management- Offer best-in-class customer service, building deep relationships with our sales representatives and customers. Steward all aspects of orders, including expedites, credit holds, returns, freight quotes, and shipment methods. Problem solve at the highest level to ensure that we never say “no” to our customers; always offering them alternate suggestions and recommendations that will meet their needs. Market products and initiatives to our sales representatives and train them to ensure their understanding of the benefits and features of each. Stay up to date with new product launches with the ability to distinguish key features; able to offer up alternative product offerings. Knowledge, Skills and Abilities: Effective listening skills and emotional intelligence, with ability to read between the lines Ability to comprehend technical details and technical literacy Strong organizational skills and highly-developed attention to detail Feels a sense of ownership over responsibilities Positive personality and enjoys assisting customers by telephone Solid computer skills Excel in a fast-paced work environment with a bent towards collaboration Proficiency with Microsoft Office suite, including Word, Excel, Outlook, and PowerPoint Very strong verbal and written communication skills Independent, self-starter Required Education and Experience: At least two years of experience in roles involving customer support. Bachelor's degree in Communications, Business Administration, Business Management, or related discipline. Preferred Qualifications Experience in the lighting industry. Familiarity with Infor Syteline ERP and/ or Salesforce CRM. Working Environment: Smoke free workplace. Lucifer Lighting Company is an equal opportunity employer.

About the Role: Viaplus is seeking an energetic and detail-oriented Customer Service Representative (CSR) to join our team in Austin. This position is responsible for providing exceptional service and support to customers, assisting with inquiries, account updates, and resolving issues in a professional and efficient manner. Key Responsibilities: · Handle incoming calls, emails, and other communications from customers in a timely and courteous manner. · Provide accurate information about products, services, and account details. · Research and resolve customer issues or escalate when necessary. · Update and maintain customer records in the internal system. · Follow standard operating procedures and maintain quality service standards. · Collaborate with team members and management to improve processes and customer experience. · Meet daily performance and attendance expectations. Qualifications: · High school diploma or equivalent required. · Previous customer service, call center, or administrative experience preferred. · Strong communication and problem-solving skills. · Comfortable using computer systems and navigating multiple applications. · Reliable, punctual, and able to work full-time onsite. · Friendly, professional, and team-oriented attitude. Benefits: · Competitive hourly pay. · Consistent weekday schedule with weekends off. · Opportunity for growth within a supportive and professional environment.

The following information aims to provide potential candidates with a better understanding of the requirements for this role. /RESPONSIBILITIES Provides general clinic management and supervision of assigned staff in the designated clinic setting. Ensures efficient, appropriate therapeutic health care is administered to clinic patients. Supports and maintains University Healths policies, protocols, values and guest relations. EDUCATION/EXPERIENCE Bachelors Degree in Nursing is required (Magnet). Three years clinical or hospital nursing with two years of supervisory/charge experience in nursing preferred. LICENSURE Current RN licensure in the State of Texas. xevrcyc Must have a current AHA BLS Healthcare Provider or AHA BLS Instructor Provider card.

Performs a variety of complex administrative duties for patients in need of routine and/or urgent appointments, medical procedures, tests, and associated ancillary services in an ambulatory in/outpatient setting. Assess patients' needs, including but not limited to, financial counseling, interpreter services, social services and refers to appropriate person or area. Alerts providers to emergent patient care needs. Responsibilities: Receives and directs phone calls from patients and physician offices Schedules patients for treatment by multiple providers and treatment areas, and arranges a variety of associated tests and procedures according to established guidelines and specific criteria Prioritizes appointments in a manner that fosters optimum patient care, efficient utilization of physician's clinical staff, as well as equipment and facilities Handles urgent patient care calls and may alert providers to emergent patient care symptoms and concerns Schedules urgent care appointments as needed and directed by physician Greets patients for scheduled and/or urgent care appointments and procedures Confirms and verifies patient demographic and insurance information Collect co-payments from patients upon arrival when applicable Obtains signatures of consent from patient/guardian for treatment authorization and insurance/billing information Collaborates with insurers to obtain patients' prior-authorizations for procedures and tests as needed Follows guidelines established by insurers to ensure that pre-authorization, pre-certification, and physician referrals for treatment are obtained prior to patient visits Reviews and audits billing discrepancy reports and researches errors for resolution Verifies eligibility for procedures or tests from various health care institutions Maintains accurate and timely records, logs, charges, files, and other related information as required Requirements: High School Diploma Work Schedule: 6:30AM - 3PM Work Type: Part Time

Do you have experience in customer service? Do you want to work for a company with a proven record? Then look no further. Here at Glass Doctor of Austin, we invest in our employees and make sure you have the tools and training to be successful. As the CSR/Receiving Associate, you will answer calls and customer inquiries, book new estimates, reply to after hour calls and ER requests. Customer follow ups, taking payments, dispatching technicians and keeping up with them daily. Receive glass from delivery trucks and compares packing lists to purchase orders to ensure accurate deliveries. Inventory control. Vehicle maintenance management Skills and Qualifications: * Strong listening, communicating, and customer service skills. * Ability to multi-task and provide effective solutions. * Works well with others and helps foster a supportive work environment. * Knowledge of our company's market, industry, and products. * Comfortable problem solving while also creating an enjoyable experience for our customers. * Able to document customer service calls efficiently and with detail. * Knows how to ease conflict and provide the appropriate resolutions. * Completes tasks on time and can prioritize work load. Requirements: * College degree is preferred. * Four to five years of customer service experience is required. * Proficient with Microsoft Office software and phone systems. * Dispatching experience is preferred, but not required. * Clean driving record and able to clear back ground check. * Must be able to lift 100+ lbs. * Salary depends on experience.

Job Description We review Future Consideration resumes regularly and reach out for upcoming openings. Submit now to be first in line. Departments: Commercial Lines (includes, Surety, Condo & HOA) Personal Lines Employee Benefits Overview Our Insurance Customer Service roles are essential to the client experience ensuring every policy, question, and interaction reflects the care and professionalism our agency is known for. They support our Account Managers and Producers by managing policy changes, resolving billing questions, and assisting with client communications with accuracy and attention to detail. You'll become a part of insurance professionals and contribute to a collaborative, client-focused culture. These roles exist across our Commercial Lines, Personal Lines, and Employee Benefits departments and each contributes to our mission of delivering responsive, relationship-driven service. We encourage you to connect with us whether you're just beginning your insurance journey or have years of experience. Distinguishing Characteristics Active Texas General Lines P&C license (or L&H for Employee Benefits). Not required for entry-level roles 1-2 years of insurance support or policy servicing experience. Not required for entry-level roles Experience with insurance systems such as Applied Epic (and/or Ease for Employee Benefits) preferred Industry designation related to area of expertise Knowledge of insurance coverages (e.g., auto, property, group health, workers' comp) We welcome individuals who value collaboration, growth, and integrity. Ready to Join Us? Submit your resume today to join our Talent Community and be among the first considered for upcoming roles in your specialty area.

As a Welcome Center Representative you would be responsible for: When you join Hilton Grand Vacations, you join a group of Team Members dedicated to helping Owners and Guests around the world make every vacation they take a memorable one. Hilton Grand Vacations is a leading vacation ownership company bringing our Guests vacation dreams to life. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. RSALMK.1820.683.20 * Check in guests, Qualify Guest, NQ Guest, assigning tour times, modifying tour times, Rescheduling mini-vacation packages, cancelling mini-packages and creating mini-vacation packages. * Must reconcile tickets and bank inventory daily. * Thorough knowledge of local area and major attractions is a must. * Agents must perform confirmation calls for all pre-arrivals. * Verify all late arrivals checked-in their assigned hotel and confirm their assigned tour date and time. * Answer phones professionally and with-in 3 rings. * And other assignments as requested by management.

The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customer's accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations. The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations. Essential Functions: New Accounts * Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank. * Responsible for maintaining current knowledge of bank products and services offered. * Open new accounts and service existing accounts for personal and commercial customers. * Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.) * Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.) * Update customer files, signature cards, resolutions, etc. for bank records. * Screen personal account holders via ChexSystems. * Screen commercial accounts via FIS eAccess/ChexSystems online * Process ATM/Debit Card and check order requests. * Establish and reset online banking access through NetTeller. * Cross-sell bank products and services to new and existing bank customers. * Open, close and service certificate of deposits for personal and commercial customers * Process Individual Retirement Accounts (IRA) opening, closing, and transfer request. * Establish and update new account files. * Maintain daily rate sheet. * Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier). Teller Line * Maintain and operate a teller cash drawer. * Assist bank customers with account deposits, check cashing, and savings and checking withdrawals. * Process loan payments. * Issue Cashier's checks and money orders. * Keep records of money and negotiable instruments as required per banking regulations. * Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation. * Answer general account questions for bank customers. * Cross-sell bank products and services. * Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS. * Balance cash drawer at the close of the business day. * File all proof work at the close of the business day. Safe Deposit Box: (if applicable at your assigned branch location) * Open and close safe deposit boxes via FIS. * Establish and update safe deposit box account files. * Prepare new and updated safe deposit box contracts. * Allow access to Safe Deposit Box Vault to customers. * Complete entry tickets for customers accessing box and enter the data into FIS. * Maintain current job knowledge and adhere to all bank policies and procedures Maintain current job knowledge of bank products and services. Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center. Answer telephones, answer questions and direct callers to proper Bank personnel. Assume responsibility for various department functions in the absence of staff members or in overwhelming situations. Supervisory Responsibility: This position has no supervisory responsibilities. Job Type: This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Travel: No travel is expected for this position. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. Education and Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. * High school diploma or general education degree (GED) required, Bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred. * Intermediate experience, knowledge and training in branch operation activities, terminology and products and services. * Knowledge of related state and federal banking compliance regulations, and other Bank operational policies. * Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.

World Finance, winner of the Top Workplaces USA award for five 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. Hourly Pay: $15 - $19 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 bilingual. 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. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. 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 the 1st of the month following 30 days. 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. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. 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.

Job DescriptionROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ivan Cosme - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred Bilingual Spanish preferred. BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency License reimbursement

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Dental insurance Employee discounts Free food & snacks Health insurance Paid time off Training & development Vision insurance ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Yan Yan Tung - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Assist customers with life insurance needs review. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 65 and 63 licenses preferred.

Job DescriptionBenefits: Bonus based on performance Competitive salary Dental insurance Flexible schedule Health insurance Paid time off Vision insurance ROLE DESCRIPTION: As a Financial Services Rep with Marc Nascimento State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 2+ years of experience in financial services. Analytical and communication skills. FINRA Series 6 and 63 licenses required.

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first insurance and financial services agency backed by a major national carrier. We combine modern technology, AI-assisted systems, and real human connection to change how families protect their futures. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You're building your own book of business with the support, training, and infrastructure of a proven organization. We specialize in life insurance, mortgage protection, final expense, and retirement solutions, helping middle-America families create generational wealth. What you'll do - Call and connect with warm leads who have requested information. - Conduct virtual or in-person appointments to understand clients' goals. - Present tailored insurance and financial protection solutions. - Submit applications, follow up with carriers, and serve clients long-term. What we provide - Remote, flexible schedule (full-time or part-time). - Commission-only structure with uncapped earning potential. - World-class training, mentorship, and personal development culture. - Clear path to build and grow your own agency if desired. Who this is for - Self-motivated, coachable individuals with strong integrity. - People who want more time, freedom, and income than a traditional W-2 job. - Those who are serious about personal growth and breaking generational poverty. Compensation is 100% commission with scalable income based on activity, skill, and leadership development.

/ RESPONSIBILITIES Apply fast, check the full description by scrolling below to find out the full requirements for this role. The Care Coordinator is responsible for coordinating and streamlining the care of patients referred to the Interventional Cardiology Clinic. In this role, you will work closely with multidisciplinary teams, triage referred patients, facilitate timely and appropriate provider scheduling, and ensure continuity of care across outpatient and inpatient settings. The coordinator also serves as a liaison between referring providers, the interventional team, and patients, while supporting program growth through outreach and data management. EDUCATION/EXPERIENCE Graduation from an accredited school of nursing with current RN licensure in the State of Texas, BSN preferred. Three years recent, full-time hospital experience preferred. Work experience in cardiovascular or interventional cardiology nursing preferred. Strong knowledge of cardiac procedures, terminology, and clinical workflow. Familiarity with catheterization lab operations, cardiovascular imaging, and post-procedure. Prior experience with patient navigation or care coordination in a cardiology setting preferred. Proficiency in Epic or other major EHR systems preferred. LICENSURE/CERTIFICATION Current license from the Board of Nurse Examiners of the State of Texas to practice as a registered nurse is required. National certification in related field is preferred. xevrcyc Case Manager Certification (CCM or ANCC) is highly desirable.

Performs a variety of complex administrative duties for patients in need of routine and/or urgent appointments, medical procedures, tests, and associated ancillary services in an ambulatory in/outpatient setting. Assess patients needs, including but not limited to, financial counseling, interpreter services, social services and refers to appropriate person or area. Alerts providers to emergent patient care needs. Responsibilities: Receives and directs phone calls from patients and physician offices Schedules patients for treatment by multiple providers and treatment areas, and arranges a variety of associated tests and procedures according to established guidelines and specific criteria Prioritizes appointments in a manner that fosters optimum patient care, efficient utilization of physicians clinical staff, as well as equipment and facilities Handles urgent patient care calls and may alert providers to emergent patient care symptoms and concerns Schedules urgent care appointments as needed and directed by physician Greets patients for scheduled and/or urgent care appointments and procedures Confirms and verifies patient demographic and insurance information Collect co-payments from patients upon arrival when applicable Obtains signatures of consent from patient/guardian for treatment authorization and insurance/billing information Collaborates with insurers to obtain patients prior authorizations for procedures and tests as needed Follows guidelines established by insurers to ensure that pre-authorization, pre-certification, and physician referrals for treatment are obtained prior to patient visits. Verifies eligibility for procedures or tests from various health care institutions Reviews and audits billing discrepancy reports and research errors for resolution Maintains accurate and timely records, logs, charges, files, and other related information as required Performs a variety of related administrative and clerical duties, such as retrieving files and other records, faxing, collating, data entry, and relaying messages to physicians, residents and staff Prepares special reports or spreadsheets for physicians as requested Complies with established departmental policies, procedures and objectives Complies with all health and safety regulations and requirements Contributes to maintaining a respectful environment of professionalism, tolerance, and acceptance toward all employees, patients and visitors Performs other duties as required. Requirements: Education/Skills High School Diploma or GED Proficient in software and computer systems Knowledgeable of business office terminology / procedures Ability to multi task and work under stressful situation Effective written and verbal communication skills Experience 1+ year of customer service experience required Experience with medical office terminology preferred Licenses, Registrations, or Certifications None Work Schedule: Varies Work Type: Full Time

Job Description The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customer's accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations. The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations. Essential Functions: New Accounts Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank. Responsible for maintaining current knowledge of bank products and services offered. Open new accounts and service existing accounts for personal and commercial customers. Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.) Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.) Update customer files, signature cards, resolutions, etc. for bank records. Screen personal account holders via ChexSystems. Screen commercial accounts via FIS eAccess/ChexSystems online Process ATM/Debit Card and check order requests. Establish and reset online banking access through NetTeller. Cross-sell bank products and services to new and existing bank customers. Open, close and service certificate of deposits for personal and commercial customers Process Individual Retirement Accounts (IRA) opening, closing, and transfer request. Establish and update new account files. Maintain daily rate sheet. Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier). Teller Line Maintain and operate a teller cash drawer. Assist bank customers with account deposits, check cashing, and savings and checking withdrawals. Process loan payments. Issue Cashier's checks and money orders. Keep records of money and negotiable instruments as required per banking regulations. Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation. Answer general account questions for bank customers. Cross-sell bank products and services. Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS. Balance cash drawer at the close of the business day. File all proof work at the close of the business day. Safe Deposit Box: (if applicable at your assigned branch location) Open and close safe deposit boxes via FIS. Establish and update safe deposit box account files. Prepare new and updated safe deposit box contracts. Allow access to Safe Deposit Box Vault to customers. Complete entry tickets for customers accessing box and enter the data into FIS. Maintain current job knowledge and adhere to all bank policies and procedures Maintain current job knowledge of bank products and services. Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center. Answer telephones, answer questions and direct callers to proper Bank personnel. Assume responsibility for various department functions in the absence of staff members or in overwhelming situations. Supervisory Responsibility: This position has no supervisory responsibilities. Job Type: This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Travel: No travel is expected for this position. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. Education and Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED) required, Bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred. Intermediate experience, knowledge and training in branch operation activities, terminology and products and services. Knowledge of related state and federal banking compliance regulations, and other Bank operational policies. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.

World Finance, winner of the Top Workplaces USA award for five 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. Hourly Pay: $15 - $19 Bilingual Required (Spanish) 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. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. 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 the 1st of the month following 30 days. 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. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. 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.