Member service representative jobs in West Palm Beach, FL

Who We Are: TradeStation is the home of those born to trade. As an online brokerage firm and trading ecosystem, we are focused on delivering the ultimate trading experience for active traders and institutions. We continuously push the boundaries of what's possible, encourage out-of-the-box thinking, and relentlessly search for like-minded innovators. At TradeStation, we are building an AI-First culture. We expect team members to embrace AI as a core part of their daily workflow, whether that's using AI to accelerate development, enhance decision-making, improve client outcomes, or streamline internal processes. We hire, grow, and promote people who can harness AI responsibly and creatively. We treat AI as a partner in problem-solving, not just a tool; following our governance standards to ensure AI is used ethically, securely, and transparently. If you join us, you're joining a culture where AI is how we work . Are you ready to make yourself at home? What You'll Be Doing: The Account Services Representative is responsible for a wide range of tasks related to account opening, maintenance, and servicing. This position involves processing client account requests, conducting Know Your Customer (KYC) reviews, offering exceptional customer support, and ensuring effective communication between clients and internal teams. In addition, the role requires the ability to manage multiple tasks in a fast-paced environment, resolve issues quickly, and maintain strong written communication skills. Prepare new account paperwork for principal reviews Process account openings, closings, and other administrative requests Enter account information in various back-office systems Conduct background checks for new customers through third-party vendor applications Collaborate with internal teams (e.g., Treasury, Client Experience, Sales, Financial Crimes) to resolve client issues and provide timely solutions Link brokerage accounts to customer trading log-ins Maintain and update accurate client records and account documentation in the firm's CRM and account management systems Monitor collaboration queues and take a proactive approach to ensure issues are handled efficiently Document procedures to ensure consistency and transparency in processes Identify opportunities to improve client satisfaction and escalate complex issues as needed Represent TradeStation Securities professionally by providing excellent service and consistently exceeding expectations Ensure compliance with regulatory requirements and internal policies The Skills You Bring: High attention to detail with the ability to thrive in a fast-paced, deadline-driven environment Ability to multitask and manage a high volume of requests with accuracy Strong data entry and processing skills Reliable, punctual and self-starter Customer service oriented Strong analytical and organization abilities Ability to identify areas for process and procedural improvement Excellent written communication skills Familiarity with back-office functions and data entry processes Proficiency in Microsoft Office (Excel, Word, Outlook); familiarity with SunGard Phase 3, GMI, or other back-office brokerage systems is a plus Minimum Qualifications: 1-2 years of experience in customer service, financial services, or brokerage operations Desired Qualifications: Bachelor's degree preferred What We Offer: Collaborative and dynamic work environment Competitive Salaries Yearly bonus opportunities Comprehensive benefits for you and your family starting Day 1 Generous paid time off policies Access to TradeStation employee benefits, including full access to trading education materials Pay Range (US) $60-65K (Countries outside of the US have differing ranges in accordance with local labor markets) TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws. #LI-Hybrid

Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at ************************* Job Title: Customer Support Services Rep I Duration: 6+ Months Location: 2915 Weston Road, Weston Florida 33331 Job Description: Work schedule: Mon - Fri; 10:00 am to 7:00 pm, and 1 Saturday a month 11:00 am to 2:00 pm (but person would leave early 3 hrs during the week, to avoid OT). *** Candidates must be bilingual and able to fully communicate in SPANISH. Previous inbound Customer Service/Call Center experience in a Medical/Hospital/Pharma setting is preferred. Above average PC skills required. Summary: Under close supervision, receives various inquiries from consumers, health care professionals and direct customers. Receives customer orders and answers customer inquiries regarding product information, delivery dates and back-order status. Monitors customer information database. Assists field sales personnel with requests from customers. This is the entry-level position in the Customer Support Services Representative job family. Essential Job Functions: This is not intended as a comprehensive list; it is intended to provide a representative summary of the major duties and responsibilities. Incumbent(s) may not be required to perform all duties listed, and may be required to perform additional, position-specific tasks. • Carries out responsibilities in accordance with the organization's policies, procedures, and state, federal and local laws. • Communicates with customers via telephone, email, fax or in person, and receives product orders and general inquiries. • Monitors and provides updates to the customer master group. • Investigates customer complaints concerning billing of products, shipping errors, and damages, referring quality complaints to designated departments for investigation. • May be required to participate as a Super User with SAP. • May be requested to work on specific projects. • Interfaces with other departments in the processing of any customer related issues. • Assists customers with requests for and the processing of returned goods. • Complies with Company policies and procedures, including safety rules and regulations. • Performs related duties as assigned. Required Knowledge and Skills: Knowledge of: • Current Good Manufacturing Practices (cGMP), Food and Drug Administration (FDA), and other regulatory requirements. • Standard office procedures, practices and protocols. • Basic sales, contract administration and customer service principles. • English usage, spelling, grammar and punctuation. • Current Company policies and procedures, including safety rules and regulations. • Computer systems and software applications, such as Microsoft Office. • Proficiency with 10-key data entry. • SAP experience preferred. • General office experience including filing & copying. Qualifications Skill in: • Achieving goals, objectives and practices for effective, efficient and cost effective management of allocated resources. • Interpreting and closely following instructions and procedures. • Participating in a full range of Sales-related support services. • Typing and keyboarding with a high degree of accuracy. • Writing and composing business correspondence. • Working under time constraints and in pressure situations. • Communicating clearly and concisely, both orally and in writing. • Establishing and maintaining effective relationships with individuals contacted in the course of work. • Operating computer systems and software applications, such as Microsoft Office, specifically MS Word and Excel. • Representing the Company professionally, effectively and efficiently. • Organizational skills and time management. Physical Requirements and Working Conditions: Requires the ability to sit for extended periods, stand, walk, communicate via telephone, computer and/or face-to-face contact, hearing and vision within normal range, and use basic office equipment such as a personal computer, copier and fax machines regularly in the course of work. Work is performed in an office environment. Noise level in this environment is within the normal range. Thank You ! Additional Information All your information will be kept confidential according to EEO guidelines.

Job Description We are a property & casualty insurance agency looking for an additional team member to provide exceptional customer service to our existing customers. Excellent opportunity to grow your income and career with sales of insurance products as well. The Agency has been in business for 30 years with a great team in place. No insurance experience necessary and we will provide on the job training. Benefits Annual Base Salary + Commission + Bonus Opportunities Retirement Plan Paid Time Off (PTO) Mon-Fri Schedule Hands on Training Friday Lunch Appreciation Annual Bonus Opportunity Career Growth Opportunities Evenings Off Responsibilities Achieve sales goals through generating new business and cross-selling existing customers Identify and qualify sales leads generated from a variety of sources Help protect customers by offering Allstate products that will meet their needs Serve your local community by helping them prepare for lifes uncertainties Educate prospective customers on how to protect their families and assets Provide a positive customer experience Requirements Strong interest in a sales and service career No insurance experience required, Licensing assistance available Willing to obtain necessary Property and Casualty (existing license is a plus!) Licensing assistance available Confident, motivated individual who works well independently Able to multi-task, follow through and follow-up Have excellent verbal and written communication skills

The Resident Services Specialist will provide residents, board members, managers, and vendors with information in response to inquiries, concerns, and requests about products and services. In addition, the Resident Services Specialist will resolve account questions, complaints, errors, billing, and other queries. The Resident Services Specialist may occasionally log and document residents' calls if necessary or directed by management. Responsibilities: * Professionally handle incoming requests from residents, board members, vendors, managers, and regional directors and ensure that issues are resolved both promptly and thoroughly. * Collaborate directly with property managers, regional directors, internal departments, and associates to ensure a timely resolution of all inquiries. * Document the appropriate resolution of all interactions within the appropriate systems and applications. * Resolve all open inquiries within prescribed timelines while meeting all key performance indicators. * Thoroughly and efficiently gather information from residents, board members, and vendors, access their accounts and evaluate their needs, educate them where applicable to prevent the need for future contacts, and document interactions through contact tracking. * Provide quality service and support in a variety of areas. * Review and close all homeowner service tickets and open calls in Connect that are not specifically awaiting a Community Association Manager's response. * Maintain an open line of communication with property managers, regional directors, and internal departments and associates. * Maintain a balance between company policy and customer benefit in decision-making. Handles issues in the best interest of both customer and company. * Continuously evaluate and identify opportunities to drive process improvements that positively impact the customer's experience. * Work cross-functionally to effectively solve client-facing problems. * Coordinate: * Assessment and late fees - waive late fees, if appropriate. * Move in/out - scheduling - including making special arrangements. Skills & Qualifications: * Must maintain regular and punctual attendance to required shifts, meetings, training, and related employment engagements to support position responsibilities and duties. Any alterations to the required schedule must be reviewed and approved, in advance, by your supervisor. * Practice and adhere to FirstService Residential Global Service Standards. * Conduct business at all times with the highest standards of personal, professional, and ethical conduct. * Perform or assist with any operations as required to maintain workflow and meet deadlines. * Ensure all safety precautions are followed while performing the work. * Follow all policies and standard operating procedures as instructed by management. * Perform any range of special projects, tasks, and other related duties as assigned. * May participate in any variety of meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve inquiries and issues, and maintain a specified level of knowledge about new developments, requirements, policies, and regulatory guidelines. What We Offer: As an associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision. In addition, you will be eligible for time off benefits, paid holidays, and a 401k with company match. Disclaimer: The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time

Working Title: STATE VETERANS' SERVICE OFFICER - 50202204 Pay Plan: Career Service 50202204 Salary: $45,479.98 Total Compensation Estimator Tool Requisition # 866948 STATE VETERANS' SERVICE OFFICER - West Palm Beach VAHCS FLORIDA DEPARTMENT OF VETERANS' AFFAIRS 7305 N Military Trail West Palm Beach, FL - 33410-6400 Starting Annual Salary: $45,479.98 Paid Bi-weekly Excellent retirement package and optional deferred compensation plan. Health, vision, dental, disability, and other supplemental insurance available at reasonable premium rates. Paid vacation and sick leave. Nine (9) paid holidays and personal day. Tuition waiver available for State Universities and Community Colleges (up to 6 credits per semester). Education and employment history must be verifiable. Please attach any credentials you claim (degrees, certifications, etc.) to your application. MINIMUM QUALIFICATIONS: An employee in this class must have served as a member of the Armed Forces of the United States; and must have been separated from such service under honorable conditions. A DD-214, Member Copy #4, MUST accompany your application. In addition, the following is required: * Must have the ability and willingness to deal effectively and professionally at all times with diverse individuals. * Must have a valid Florida driver's license. * Excellent customer service skills. * Effective team Player. * Excellent interpersonal skills. * Excellent verbal and written communication skills. * Strong organization skills and ability to multi-task. * Successful completion of a Level 2 Background Screening and due diligence process. PREFERRED QUALIFICATIONS: Preference will be given to candidates with the following knowledge, skills and abilities, as listed on their employment application / resume. * Three (3) years' employment experience as a Veterans Claims Examiner or comparable title / experience counseling and handling veterans' affairs. * Proficiency in Microsoft Office Suite: Word, Excel, and Outlook. * Proficiency in web-based applications and specialized internet research. POSITION DESCRIPTION: The incumbent will be assigned to the Bureau of Field Services, West Palm Beach, VAHCS and Ardie R Copas State Veterans' Nursing Home. The primary responsibility of the incumbents in the positions allocated to this class is to perform administrative and professional duties required to work within the medical clinic and vet center as needed, interviewing veterans and family members, preparing and submitting claims for benefits to the U.S. Department of Veterans Affairs. This task will be accomplished using established policies and procedures to ensure that all phases of assigned duties are covered. To advocate with purpose and passion for Florida veterans and link them to superior services, benefits and support. Meet, interview, counsel, using VA Data systems and obtain information in order to prepare and submit claims for any and all federal and state benefits that each client may be entitled to. Assist in preparing and perfecting" appeals", provide representation at fee basis, hardship eligibility hearings, request for waivers of federal entitlements, military discharge review hearings or Regional Office VA hearings as required. Review and interpret VA laws, rules and regulations affecting veteran's entitlements in applying for federal and state veterans' benefits. Respond to telephonic or written inquiries from citizens, veterans, dependents, Post, Chapter, County, and State Veterans Service officers with accurate and complete information. Provide accurate and current information relative to problems with the administration of benefits with the local agency of jurisdiction, process daily incoming mail and correspondence. Complete forms and documents utilizing the Department's Systems. This includes entering all clients' information into the computer database. Assist all accredited organizations, state, county or others in obtaining medical information necessary to support claims for benefits. Maintain rapport and liaison with VA outpatient staff regarding case development and treatment to support claims processing and advocacy issues. Confer with clinic, service center and medical center staff as required. Safeguard and protect all private medical information and claims information in accordance with appropriate regulations and statutes. Represent the Florida Department of Veterans Affairs by providing briefings and information on State and Federal veterans benefits at local events, military bases, medical center meetings, and community fairs and other events as determined your supervisor and the department. Represent FDVA on committees, advisory boards and consumer service programs established at VA medical centers and satellite outpatient facilities. Deploy and provide assistance during State emergencies such as providing assistance at disaster recovery centers (DRC) throughout the state after natural disasters. Assist in preparing forms, obtaining signatures, financial data, and personal information for veterans requesting admission to State Veterans Nursing Homes. When necessary visit and provide assistance to the home in completing applications, verifying eligibility and financial data and assisting family members in obtaining state and federal veterans' benefits. Visit and provide on-site assistance, claims preparation and submission of claims to all Florida National Guard and Reserve units in the geographical area. Maintain contact with all guard and reserve units and active military installations in the Florida geographical area. Perform other related duties to include but not limited to, attendance at conferences, seminars, schools of instruction and upon request serve as an instructor, or speaker at public events. This position is in the Career Service System. The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace. Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (***************. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation. The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act. VETERANS' PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans' Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans' Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans' Preference documentation requirements are available by clicking here. All documentation is due by the close of the vacancy announcement. Location:

Job DescriptionROLE DESCRIPTION: State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a Customer Retention/Billing Specialist - State Farm Agent Team Member. Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team. RESPONSIBILITIES: Greet clients, answer phone calls, respond to emails, and handle client inquiries. Manage schedules, book appointments, and maintain office supplies. Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed. Enter client information into the agency management system and update records as necessary. Handle billing inquiries, process payments, follow up on overdue accounts. Act as a liaison between clients and agents, ensuring clear and effective communication. Assist in organizing marketing events, preparing promotional materials, and managing social media accounts. Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters. BENEFITS: Monthly Bonuses based on performance Opportunity for advancement Paid time off Health Insurance Retirement Plan Training & development QUALIFICATIONS: Must be able to obtain FL 4-40 Customer Representative License Knowledge of Citizens and EasyLink a must. Previous insurance experience preferred (State Farm) Previous administrative or customer service experience, preferably in an insurance or financial services setting. Proficiency in Microsoft Office Suite and familiarity with agency management software. Excellent verbal and written communication skills. Strong organizational skills with the ability to multitask and prioritize tasks effectively. Friendly and professional demeanor with a strong focus on customer satisfaction. High level of accuracy in data entry and document preparation. Ability to work independently, handle client issues, and find effective resolutions. If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Overview Deposita(TM), An Allied Universal(R) Company has perfected the art of cash management using world-class innovation, technology, and tailored solutions. We serve customers in retail, wholesale and banking sectors through in-depth consultations. We ensure every security need is met and exceeded every step of the way. Join our Phenomenal team today! Job Description Deposita, an Allied Universal Company, is hiring a Customer Experience Representative. The Customer Experience Representative is a part of a dynamic, customer focused team and plays a pivotal role in providing the highest quality customer experience to our customers. Must be able to attend in-person training in Jupiter, Florida for at least 45 days Remote Work possible after successfully completing 45 days in office training (Jupiter, Florida) and meeting required metrics with occassional in office meetings/trainings. Intial Training will be in Jupiter, Florida Starting Rate at $17.00 per hour, with increased rate for bilingual FRENCH (CANADIAN) and/or Spanish speaking representatives of $18.00 per hour IDEAL CANDIDATES SHOULD HAVE A MIMIMUM OF 2 YEAR TECHNICAL CUSTOMER SERVICE CALL CENTER EXPERIENCE IN A B2B ENVIORNMENT. RESPONSIBILITIES: Identify customers' needs, clarify information, provide direct support or guidance toward to resolution Tackle a variety of problems in technical systems with skill and accuracy Create cases for all calls and emails received, enter the history of the problem, all steps taken, and subsequent resolution if resolved at the Help Desk or escalate to appropriate next level Willingness and Ability to be cross trained in other areas of the department Consistently demonstrate effective personal performance that positively impacts the departmental performance metrics are met through effective personal work performance QUALIFICATIONS (MUST HAVE): High school diploma or equivalent Minimum of two (2) years of work experience in a Technical Customer Service Call Center Stable work history must demonstrate each of the following: Strong understanding of customer service and customer relations Highly motivation and strong desire to learn Ability to exercise good judgment and decision-making Familiarity with creating cases and case numbers and escalations to Senior team members, departments, and vendors using CRM and other systems Effective written and oral communication skills Able to assess and evaluate situations effectively Skilled in identifying critical issues quickly and accurately Able to write informatively, clearly, and accurately Problem solving and analytical skills Ability to work in a team environment PREFERRED QUALIFICATIONS (NICE TO HAVE): Experience in a technical support role, or other technical experience Associate's degree in information technology, Computer Science, or a related field Basic understanding of software/hardware troubleshooting Experience in Service Now and TalkDesk Experience in retail cash offices BENEFITS: Medical, dental, vision, basic life, AD&D, and disability insurance Enrollment in our company's 401(k)plan, subject to eligibility requirements Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1499177

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents are independent contractors that market State Farm insurance and financial services products. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs required by the agent. Competencies Expected for This Role Enthusiastic and motivated to assist customerswith insurance and financial services to help them manage the risks of everyday life, recover from the unexpected, and realize their dreams. As an Agent Team Member, you will receive... Hourly pay plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office Additional Desired Abilities/Competencies People-oriented Self-motivated Dedicated to customer service Ethical and Honest Ability to work in a team environment Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. This position will be with a State Farm independent contractor agent, not with State Farm Mutual Automobile Insurance Company ("State Farm"). Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs required for the position sought. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm. State Farm Insurance is an equal opportunity employer.

Are you a dynamic and driven sales professional? If so, Momentum Financial Services Group wants you to join our team. In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. What we offer: Market competitive hourly pay rates Earn a percentage of the store's profits for exceeding company targets Other benefits include: Comprehensive medical/dental benefits Paid Time Off 401K with company match Tuition assistance Career development Branch Location: 3198 S. Congress Ave During a typical day, you will: Deliver results on branch profitability goals Provide a quality customer experience through efficient execution of all customer transactions Determine customers' needs and provide them with solutions that satisfy those needs Handle cash and accurately enter transactions into the system Contact customers over the phone with past due balances and negotiate payment terms and schedules Complete all documentation accurately Follow safety, security, and compliance requirements Successful candidates will: Be sales driven Have a minimum of one year of financial services and or sales experience Have a passion for customer service Have previous cash-handling experience Have a high school diploma or equivalent #SJ About us: Momentum Financial Services Group is a top financial services provider in North America We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store We offer access to cash and related financial products to help customers achieve their financial goals We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store We value: Employees who are committed to continuously improving their performance and achieving new levels of success Recognizing our employees for their achievements and developing them to be future leaders Diversity is an essential element for the success of our business Giving back to our local communities through annual contributions to charities and non-profit organizations Next Steps: Apply now to be considered for this opportunity!

Over 20 million individuals benefit from services that Altegra Health provides. When you join our team, you stand on the foundation of a successful organization that enriches an individual's life. We place a high value on qualities such as integrity, empathy, excellence and trust. As an Altegra Health Advocate you will have every opportunity to improve the lives of others. You become the voice of our organization to millions of individuals who are looking for services and solutions to improve their quality of life. Join our team and set your career path in the right direction! The Advocate role is a full-time position based in our Miami Lakes, Florida call center and reports to the Supervisor of Member Engagement for Altegra Health in the Eligibility & Enrollment division. This position holds accountability for conducting outbound and inbound telephonic inside sales/intake services to pre-qualified health plan members. Job Description RESPONSIBILITIES: • Interact with health plan members through outbound and inbound telephonic contact to review and assess health plan member's eligibility for services. • Achieve individual growth and production goals. • Contribute to the department's success by succeeding at departmental and quality metrics. • Review correspondences and/or inquiries from the health plan members to determine needs and fast track highly qualified cases. • Acknowledge, follow-up, and close out correspondence and/or inquiries as assigned. • Stay informed with current knowledge of state and federal regulatory requirements. • Comply with all company and department operational guidelines and policies. • Participate in Altegra Health staff and operational development programs as assigned. Qualifications • Must have a High School diploma or GED and some college coursework. Associates degree preferred with a focus in Health Care Administrative, Business, Finance, or a related field from an accredited college or university. Verifiable experience which demonstrates the ability to perform the functions of the position. • Must have 5 to 8 years of professional call center experience. • Ability to work independently • Demonstrates patience and empathy. • Business demeanor and skills with the ability to communicate effectively (verbal, written and listening skills). • Ability to successfully market, sell, and promote company services in an outbound call center (production driven) environment. • Professional behavior with courteous, polite and energetic qualities. • High commitment to accuracy, high quality work, and detail-oriented. • Must be driven and motivated to exceed individual and team goals. • Able to learn and adapt to changing environments, applications and software. • Experience with the health care industry. Prefer general knowledge of Medicare, Medicaid, and Managed Care. • Knowledge of MS Word, Excel and PowerPoint. • Bilingual is a plus (English/Spanish). MUST BE ABLE TO WORK M-F 9-6pm Additional Information We are located in Miami Lakes, FL now but in November we are moving to Weston, FL .

Job Title Customer Retention Specialist - ACA Health Insurance (Licensed) We are seeking a motivated, licensed Customer Retention Specialist to support and retain our Affordable Care Act (ACA) health insurance book of business. This role focuses on building strong relationships with existing policyholders, proactively addressing their needs, and ensuring they maintain the right coverage year after year. Join a fun, high-energy working environment! You must hold an active Health Insurance License to be considered for this position. Key Responsibilities Policyholder Retention & Support Make outbound and receive inbound calls to existing ACA members to review their coverage and encourage policy retention. Conduct annual and periodic coverage reviews with customers to ensure plans still meet their needs and budget. Proactively identify customers at risk of cancelling or lapsing and provide solutions to retain their business. Educate members on plan benefits, networks, and basic ACA concepts (premium tax credits, cost-sharing reductions, etc.) without providing tax or legal advice. Enrollment & Renewal Assistance Assist customers with ACA renewals, plan changes, and updates during Open Enrollment and Special Enrollment Periods. Verify and update customer information to maintain accurate records (income, household size, contact details, etc.). Help members understand important deadlines and the impact of changes on their coverage and subsidies. Compliance & Documentation Follow all CMS, marketplace, and state regulatory guidelines for ACA enrollments and member communications. Accurately document all customer interactions, retention efforts, and outcomes in the CRM and/or agency management system. Protect customer privacy and handle all PHI and PII in compliance with HIPAA and company policies. Collaboration & Performance Work closely with sales, service, and operations teams to ensure a smooth customer experience. Meet or exceed retention, call quality, and productivity targets. Provide feedback and insights on customer trends, common issues, and opportunities for process improvement. Qualifications Required Active Health Insurance Producer License in [State] (or ability to obtain prior to start date). 1-2+ years of experience in customer service, account management, or retention, preferably in health insurance or financial services. Working knowledge of ACA individual and family plans (on- and off-exchange), or strong willingness to learn quickly. Strong verbal and written communication skills, with a professional and empathetic phone presence. Ability to explain complex information in simple, clear language. Comfortable working with call metrics, KPIs, and performance goals. Proficiency with basic computer applications and CRM or agency management systems. Preferred Prior experience working with ACA enrollments on Healthcare.gov or a state-based marketplace. Experience in a call center or high-volume customer contact environment. Bilingual (e.g., English/Spanish) a strong plus. Core Competencies Customer Focus: Genuinely cares about helping people maintain appropriate coverage. Persuasion & Retention Skills: Able to address concerns, handle objections, and present alternatives that keep customers insured. Detail-Oriented: Accurate with data entry, documentation, and compliance steps. Problem-Solving: Quickly identifies issues and offers practical solutions. Resilience: Stays positive and professional when dealing with upset or anxious customers. Team Player: Collaborates well with colleagues and supports team goals. Work Environment & Schedule Monday - Friday 9am - 6pm Full-time position; extended hours and overtime may be required during peak periods such as Open Enrollment. Pay Base of $700 week + commission. $1000+ per week.

The Retail Banking Representative (Downtown Fort Laurderdale) is responsible for opening new accounts, personal and business; ensuring the proper documentation for new accounts has been gathered and properly documented, and cross sells banks products/services. Responsibilities Inputs data and documents KYC (Know Your Customer). Assists branch personnel and customers with any account related inquiry. Provides quality customer service on a personal basis to customers in person, e-mail and by phone. As well as providing customer service to the internal departments of the bank. Also, performs as a Teller when needed. Processes teller transactions at the teller line; performs all teller paying and receiving functions for commercial and personal accounts, including services such as deposits, Cashier's Checks, Money Orders, and Cash Advances, gathers CTR information for transactions that exceed the established threshold and balances the cash drawer. Qualifications High school diploma or equivalent with at least two (2) years of teller or related financial customer service experience in handling cash and one (1) year of banking experience required. New Accounts experience preferred. Must possess the ability to deal with customers in a pleasant and effective manner. Must be knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell. Must possess good verbal and written communication skills, interpersonal, and organizational skills. Must possess good computer knowledge in MS Software, (e.g. Excel, Word, and Outlook). Job Posting Locations In this role you can work onsite from Fort Lauderdale, Florida, United States

Job DescriptionBenefits: Company parties Opportunity for advancement Paid time off Signing bonus Wellness resources ROLE DESCRIPTION: As a Financial Services specialist with Jessica Alvarez Agency, 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: Series 6 or 7, and 65 required. Must have 215 Life and Health Insurance License. Proven experience working as a financial services representative for Life Insurance Premium goals and Annuities. 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 BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Growth potential/Opportunity for advancement within my office

Job Brief: We are looking for a Credit & Collections Clerk who wants to excel in an environment of operational excellence. The Credit and Collections Clerk performs vital functions to the business as well as to the customers (both internal and external) by focusing on customer billing and collections. Responsibilities: Gathers records such as purchase orders, sales tickets, work order & charge slips in order to verify billing Confers with customer by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service or credit contract with customer Records information about financial status of customer and status of collection efforts Documents correspondence on the customer accounts within the billing system Assist customers with online payment services Work closely with brokered accounts to track payments and provide information requested by them to identify short pays Produce manual invoices for certain customers requiring additional details Learn and utilize all billing tools available Other duties as assigned Skills Required: Speaks clearly and persuasively in positive or negative situations; listens and gets clarifications; responds well to question Solid working knowledge of Microsoft Office Applications (i.e Word, Excel, Outlook) Good Communication skills

Job DescriptionBenefits: 401(k) Bonus based on performance Health insurance ROLE DESCRIPTION: As a Finacial Services Rep with Darrell Shelton 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: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 6 and 66 licenses preferred. Florida 2-15 Life, Health, Variable Annuities License

Overview Deposita(TM), An Allied Universal(R) Company has perfected the art of cash management using world-class innovation, technology, and tailored solutions. We serve customers in retail, wholesale and banking sectors through in-depth consultations. We ensure every security need is met and exceeded every step of the way. Join our Phenomenal team today! Job Description Deposita, an Allied Universal Company, is hiring a Customer Experience Representative. The Customer Experience Representative is a part of a dynamic, customer focused team and plays a pivotal role in providing the highest quality customer experience to our customers. Must be able to attend in-person training in Jupiter, Florida for at least 45 days Remote Work possible after successfully completing 45 days in office training (Jupiter, Florida) and meeting required metrics with occassional in office meetings/trainings. Intial Training will be in Jupiter, Florida Starting Rate at $17.00 per hour, with increased rate for bilingual FRENCH (CANADIAN) and/or Spanish speaking representatives of $18.00 per hour IDEAL CANDIDATES SHOULD HAVE A MIMIMUM OF 2 YEAR TECHNICAL CUSTOMER SERVICE CALL CENTER EXPERIENCE IN A B2B ENVIORNMENT. RESPONSIBILITIES: Identify customers' needs, clarify information, provide direct support or guidance toward to resolution Tackle a variety of problems in technical systems with skill and accuracy Create cases for all calls and emails received, enter the history of the problem, all steps taken, and subsequent resolution if resolved at the Help Desk or escalate to appropriate next level Willingness and Ability to be cross trained in other areas of the department Consistently demonstrate effective personal performance that positively impacts the departmental performance metrics are met through effective personal work performance QUALIFICATIONS (MUST HAVE): High school diploma or equivalent Minimum of two (2) years of work experience in a Technical Customer Service Call Center Stable work history must demonstrate each of the following: Strong understanding of customer service and customer relations Highly motivation and strong desire to learn Ability to exercise good judgment and decision-making Familiarity with creating cases and case numbers and escalations to Senior team members, departments, and vendors using CRM and other systems Effective written and oral communication skills Able to assess and evaluate situations effectively Skilled in identifying critical issues quickly and accurately Able to write informatively, clearly, and accurately Problem solving and analytical skills Ability to work in a team environment PREFERRED QUALIFICATIONS (NICE TO HAVE): Experience in a technical support role, or other technical experience Associate's degree in information technology, Computer Science, or a related field Basic understanding of software/hardware troubleshooting Experience in Service Now and TalkDesk Experience in retail cash offices BENEFITS: Medical, dental, vision, basic life, AD&D, and disability insurance Enrollment in our company's 401(k)plan, subject to eligibility requirements Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1499177

Are you a dynamic and driven sales professional? If so, Momentum Financial Services Group wants you to join our team. In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. What we offer: Market competitive hourly pay rates Earn a percentage of the store's profits for exceeding company targets Other benefits include: Comprehensive medical/dental benefits Paid Time Off 401K with company match Tuition assistance Career development Branch Location: 3493 Davie Blvd During a typical day, you will: Deliver results on store profitability goals Provide a quality customer sales experience through efficient execution of all customer transactions Determine customers' needs and provide them with solutions that satisfy those needs Handle cash and accurately enter transactions into the system Contact customers over the phone with past due balances and negotiate payment terms and schedules Complete all documentation accurately Follow safety, security, and compliance requirements Successful candidates will: Be sales driven Have a minimum of one year of financial services and sales experience Have a passion for customer service Have previous cash handling experience Have a high school diploma or equivalent About us: Momentum Financial Services Group is a top financial services provider in North America We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store We offer access to cash and related financial products to help customers achieve their financial goals We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store We value: Employees who are committed to continuously improving their performance and achieving new levels of success Recognizing our employees for their achievements and developing them to be future leaders Diversity is an essential element for the success of our business Giving back to our local communities through annual contributions to charities and non-profit organizations Next Steps: Apply now to be considered for this opportunity!

Overview Deposita(TM), An Allied Universal(R) Company has perfected the art of cash management using world-class innovation, technology, and tailored solutions. We serve customers in retail, wholesale and banking sectors through in-depth consultations. We ensure every security need is met and exceeded every step of the way. Join our Phenomenal team today! Job Description Deposita, an Allied Universal Company, is hiring a Customer Experience Representative. The Customer Experience Representative is a part of a dynamic, customer focused team and plays a pivotal role in providing the highest quality customer experience to our customers. Must be able to attend in-person training in Jupiter, Florida for at least 45 days Remote Work possible after successfully completing 45 days in office training (Jupiter, Florida) and meeting required metrics with occassional in office meetings/trainings. Intial Training will be in Jupiter, Florida Starting Rate at $17.00 per hour, with increased rate for bilingual FRENCH (CANADIAN) and/or Spanish speaking representatives of $18.00 per hour IDEAL CANDIDATES SHOULD HAVE A MIMIMUM OF 2 YEAR TECHNICAL CUSTOMER SERVICE CALL CENTER EXPERIENCE IN A B2B ENVIORNMENT. RESPONSIBILITIES: Identify customers' needs, clarify information, provide direct support or guidance toward to resolution Tackle a variety of problems in technical systems with skill and accuracy Create cases for all calls and emails received, enter the history of the problem, all steps taken, and subsequent resolution if resolved at the Help Desk or escalate to appropriate next level Willingness and Ability to be cross trained in other areas of the department Consistently demonstrate effective personal performance that positively impacts the departmental performance metrics are met through effective personal work performance QUALIFICATIONS (MUST HAVE): High school diploma or equivalent Minimum of two (2) years of work experience in a Technical Customer Service Call Center Stable work history must demonstrate each of the following: Strong understanding of customer service and customer relations Highly motivation and strong desire to learn Ability to exercise good judgment and decision-making Familiarity with creating cases and case numbers and escalations to Senior team members, departments, and vendors using CRM and other systems Effective written and oral communication skills Able to assess and evaluate situations effectively Skilled in identifying critical issues quickly and accurately Able to write informatively, clearly, and accurately Problem solving and analytical skills Ability to work in a team environment PREFERRED QUALIFICATIONS (NICE TO HAVE): Experience in a technical support role, or other technical experience Associate's degree in information technology, Computer Science, or a related field Basic understanding of software/hardware troubleshooting Experience in Service Now and TalkDesk Experience in retail cash offices BENEFITS: Medical, dental, vision, basic life, AD&D, and disability insurance Enrollment in our company's 401(k)plan, subject to eligibility requirements Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1499177

Are you a dynamic and driven sales professional? If so, Momentum Financial Services Group wants you to join our team. In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. What we offer: Market competitive hourly pay rates Earn a percentage of the store's profits for exceeding company targets Other benefits include: Comprehensive medical/dental benefits Paid Time Off 401K with company match Tuition assistance Career development Branch Location: 240 State Road 7 During a typical day, you will: Deliver results on store profitability goals Provide a quality customer sales experience through efficient execution of all customer transactions Determine customers' needs and provide them with solutions that satisfy those needs Handle cash and accurately enter transactions into the system Contact customers over the phone with past due balances and negotiate payment terms and schedules Complete all documentation accurately Follow safety, security, and compliance requirements Successful candidates will: Be sales driven Have a minimum of one year of financial services and sales experience Have a passion for customer service Have previous cash handling experience Have a high school diploma or equivalent About us: Momentum Financial Services Group is a top financial services provider in North America We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store We offer access to cash and related financial products to help customers achieve their financial goals We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store We value: Employees who are committed to continuously improving their performance and achieving new levels of success Recognizing our employees for their achievements and developing them to be future leaders Diversity is an essential element for the success of our business Giving back to our local communities through annual contributions to charities and non-profit organizations Next Steps: Apply now to be considered for this opportunity!