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TurboTax Customer Support Agent - Remote ($18.50 per hour plus Bonus)
Turbotax
Remote order specialist job
Work from home with TurboTax Product Expert
Get paid $18.50 per hour¹
Get a $405 Certification bonus³
Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴
Earn an additional $5/hr from April 9-15 for all hours worked
Fast 24 hour Certification³
As a Customer Service Representative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. Most of these questions concern Downloading, Logging In, Getting Started with Basic Navigation, Importing Documents, Printing and Filing and very basic Tax questions. We'll give you amazing continuous support for everything.
Get paid $18.50 per hour¹
Earn a $405 Bonus just for participating in getting certified as a TurboTax Product Expert³
$5.00 per hour Turbo Bonus Boost: Enjoy the bonus from April 9th through 15th with unlimited hours available, must work a minimum of 8 hours each day on April 13th, 14th, and 15th to qualify
Certification takes place over 3 days
Build your own schedule with flexible hours anytime between 8am EST and 12am midnight EST Monday to Sunday⁴
Minimum 25 hours per week required, want to work more? Go for it!¹
You'll be assigned an SME (Subject Matter Expert) who will support you during live calls. Plus Support an (MPS) Marketplace Performance Specialist as your advocate
Required Experience & Skills To be successful in this Gig as a Service Provider for TurboTax you will need to be proficient in the following:
This role doesn't require any specific accounting background. We're looking for enthusiastic individuals who are eager to learn and help TurboTax customers with their questions.
Strong communication is key in assisting customers with TurboTax products and tax return software. You'll need to articulate solutions clearly and empathetically.
The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service.
$29k-39k yearly est. 1d ago
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Customer Support Specialist
Russell Tobin 4.1
Order specialist job in Columbus, OH
/Details:
Are you ready to join a Fortune 500 global financial services firm where accuracy, client care, and operational excellence drive everything we do? Do you excel under pressure, communicate with clarity, and thrive when details matter? If so, you'll be a perfect fit for an open contract position we are hiring for!
Join a premier global financial institution renowned for its unwavering commitment to integrity, client-centric solutions, and operational excellence. With a legacy spanning decades, this firm is actively hiring a Customer Support Specialist to join its team in Columbus, Ohio.
Important Details:
6-month contract (Temp to Perm Goal)
Columbus, Ohio (on-site)
$19.17/Hour Pay
PTO, 401K retirement savings, healthcare coverage, supplemental coverage
Responsibilities Include:
Responding to client inquiries via phone with professionalism and accuracy, assisting with a wide range of brokerage-related questions, including account details, transactions, and general financial services, while ensuring all responses align with internal quality and compliance standards.
Supporting clients with digital platforms, providing guidance and troubleshooting for the brokerage's online portal and mobile app-resolving login issues, navigating features, and ensuring a smooth digital experience.
Assisting with Brokerage Cash Management services, including debit cards, check-writing, and funds transfers-ensuring clients understand and can effectively use the full suite of cash management tools available to them.
Consistently meeting performance goals such as call quality, response time, and customer satisfaction, while escalating complex issues when necessary and maintaining a strong commitment to delivering a world-class client experience.
Qualifications:
Degree in Finance, Accounting, Business, or related field
Ability to thrive in a fast-paced, team-oriented environment
Strong multitasking skills and adaptability in a dynamic financial service center
Pride Global and its affiliates, including Russell Tobin, Pride Health, Pride Now, and Pride One, offer eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.
As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.
Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies. We are the staffing arm of the Pride Global network, a minority-owned integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization.
$19.2 hourly 11h ago
Customer Service Specialist
Calculated Hire
Remote order specialist job
Service Scheduling Administrator (SSA)
Part-Time | Fully Remote After Training
Training Location:
Charlotte North Ops Center
115 Rhyne Road, Charlotte, NC
Training is conducted onsite, five days a week.
Work Schedule & Mobility:
Onsite for training; fully remote after training
Part-time role (minimum 22 hours/week)
Hours may increase to 36+ per week if the contingent worker is available
Required availability:
Weekends: 7:00 AM - 6:00 PM
Holidays: 7:00 AM - 4:00 PM
Position Purpose:
The Service Scheduling Administrator (SSA) is responsible for assigning, routing, and adjusting workloads for field service personnel to support daily operations, customer service commitments, and emergency response. This role serves as a critical point of contact for technicians, first responders, and emergency customers, ensuring timely, accurate, and professional resolution of service needs.
The SSA supports after-hours operations and contributes to maintaining 24/7/365 emergency coverage across the service area.
Nature & Scope
The SSA supports the Planning & Progression Department, a centrally-led and regionally-executed team responsible for receiving, routing, and assigning all service orders for the Natural Gas Business Unit.
This role requires:
Independent judgment and analytical skills to optimize workloads in a dynamic operational environment
The ability to assess service calls and emergencies and apply appropriate human relations skills
Coordination of service and emergency response across a three-state service area operating 24/7/365
Operational Impact:
Supports approximately 350 Service Technicians
Helps manage an average of 56,000 emergency calls annually
Key Responsibilities:
Assign, route, and adjust daily workloads for field service personnel
Answer inbound calls from technicians, first responders, and emergency customers
Handle complex calls requiring research, follow-up, and sound judgment
Monitor service workflows and adjust schedules as operational conditions change
Ensure timely, accurate resolution of customer inquiries and emergencies
Support after-hours technician operations and emergency response coverage
Required Skills & Qualifications:
Strong analytical, problem-solving, and decision-making skills
Ability to multitask and prioritize in a fast-paced, high-volume environment
Excellent communication and customer service skills
Ability to remain calm and professional during emergency situations
Education Requirement:
High School Diploma or GED required
$27k-35k yearly est. 1d ago
Customer Experience Advocate
Cymbiotika
Remote order specialist job
At Cymbiotika, we believe that wellness starts with trust. That's why we're committed to creating supplements that are not only effective but also transparent. From the moment you pick up one of our products, you'll know exactly what's inside-no hidden ingredients, no confusing labels. We take pride in using only the highest-quality ingredients, carefully sourced and backed by science, to ensure you're getting the best of nature and innovation in every supplement.
We understand that health is personal, which is why our supplements are designed to work with your body, not against it. By focusing on bioavailability and using advanced liposomal delivery systems, we ensure that your body can absorb and use the nutrients to their fullest potential. Our goal is simple: to help you feel your best, with products you can trust, made with ingredients you feel good about.
With Cymbiotika, you're not just taking a supplement-you're joining a community of people who value wellness, science, and the power of transparency. We're here to empower you on your journey to better health, every step of the way.
We are looking for a motivated and experienced Customer Experience Advocate to join our Cymbiotika team! As a Customer Experience Advocate, you will be tracking all points of customer engagement, addressing customer queries, and identifying ways to improve our customer services.
Role Overview
As a Customer Experience Advocate, you are the voice of the company, specializing in extensive product knowledge, record keeping, and problem solving. Working alongside multiple departments, you will answer customer questions and concerns with confidence and a positive attitude.
Responsibilities:
Provide customers with order verification, updates regarding shipment, product availability and pricing.
Work closely with cross-functional departments to enhance customer services and brand awareness.
Provide analytical and specialized administrative support with general instructions.
Inform customers about new products and usage.
Analyze customer feedback on new and existing products, as well as preparing reports.
Respond to customer queries in a timely and effective manner, via phone, email, or social media.
Participate in weekly meetings that are structured to aid in the enhancement of professional development.
Maintain accurate records and document all customer service activities and discussions.
Requirements:
At least 1 year of relevant experience
Exceptional communication, collaboration, and problem-solving skills.
Exceptional interpersonal skills and a client-centered approach.
Great organizational and time management abilities.
Proficiency in Google and customer service softwares
What We Offer:
Welcome Package: Receive a curated selection of Cymbiotika products to kickstart your wellness journey with us at your 45th day.
Exclusive Employee Discounts: Enjoy 70% off all products for yourself and 50% off for friends and family.
Flexible Fridays: Work from home Fridays to ease into your weekend with balance and flexibility.
Catered Team Lunches: Connect with your colleagues over delicious catered lunches every Wednesday.
Beverage Perks: Cold brew, coffee, and fridge full of drinks.
Snacks: Variety of snacks to keep you fueled.
Wellness Facilities: Unwind in our on-site meditation room or recharge with red-light therapy.
VIP Access: Enjoy exclusive suite access at Petco Park for San Diego Padres home games.
Fitness Perks: Complimentary ClassPass membership for access to fitness classes and wellness activities.
Paid Time Off: Enjoy 13 paid company holidays, a generous PTO policy that grows with your tenure, and dedicated sick time to support your health and work-life balance.
Comprehensive Health Benefits: Dental, vision, and health insurance plans with 100% employer-paid coverage options.
Exclusive Lifestyle Discounts: Special offers through partners like Farmers Insurance, hotels, movie theaters, theme parks, and more.
Team-Building Activities: Join regular team outings and events that foster collaboration, creativity, and fun.
Retirement Plan: 401(k) plan with matching contributions to help secure your financial future.
Community Engagement: Participate in company-sponsored volunteer events and give back to causes that matter.
$40k-55k yearly est. 4d ago
Remote Customer Support Specialist
Talentoma
Remote order specialist job
Remote Customer Support Specialist (Work From Home) | $3,300-$3,900/month
We're hiring Remote Customer Support Specialists to join our growing team. This is a fully remote / work-from-home customer service role focused on handling inbound calls and helping customers with general questions, updates, or basic support needs.
You'll be the first point of contact for customers-so clear communication, patience, and a calm, professional tone matter. If you enjoy talking to people, following simple processes, and solving straightforward issues while working independently, you'll feel right at home here.
What You'll Do (Key Responsibilities)
Answer inbound customer support calls and provide accurate, helpful responses
Make occasional outbound calls (appointment reminders, follow-ups, or status updates)
Maintain a friendly, patient, and professional tone on every interaction
Document call notes and key details accurately using our digital tools and systems
Follow step-by-step call handling procedures to keep conversations efficient and consistent
Stay connected with your remote team through chats, updates, and scheduled check-ins
What We're Looking For (Qualifications)
Strong speaking skills, active listening, and clear communication
Comfortable using a computer and switching between basic tools (calls, notes, systems)
Reliable internet connection and a quiet, distraction-free home workspace
Team-minded attitude-willing to ask questions and support others
No experience required - paid training is provided
Customer service experience (call center, retail, hospitality) is a plus, not required
Pay & Benefits
Monthly pay: $3,300-$3,900 (based on experience)
100% remote - work from the comfort of home
Paid training starting day one
Flexible scheduling options (including weekends based on availability)
Supportive team culture with approachable managers
Growth and advancement opportunities within the company
If you're ready to start a remote customer support role with training, flexibility, and a supportive team, apply today. 📞💻
$3.3k-3.9k monthly 2d ago
Customer Service Representative
Convoco East Coast
Order specialist job in Columbus, OH
ColumbusOH | Customer Service Representative - Full Time
This is an in-person role.
We're hiring Customer Service Representatives to support our clients face-to-face at live events and retail activations. You'll be the first point of contact for customers, welcoming them, answering questions, and ensuring they have a great experience. If you have a background in retail, hospitality, or customer service, you'll thrive here and if you don't, we'll train you from the ground up.
What You'll Do
Greet and assist customers in person
Answer questions about products and services
Guide customers through sign-ups or sales
Work alongside a supportive team to meet goals
What You Get
Weekly pay: base + weekly bonuses
Full-time schedule (Monday-Friday, in person)
Paid training and coaching from experienced leaders
Benefits after qualifying period
A clear path to promotions and leadership
If you're energetic, reliable, and people-focused, we want to meet you. Apply now, interviews this week.
$27k-35k yearly est. 4d ago
Memory Care Coordinator (LPN) Danbury Westerville
Danbury Westerville
Order specialist job in Westerville, OH
You walk in the door to a work family who wants to make the day count. We truly believe our employees and residents are a family that comes together to enjoy the good things in life, including one another. When our employees feel special, so do our residents.
We offer a great FULL TIME benefits and perks package!
Short Term Disability (Guardian)-for employee only, benefit percentage 60% of salary!
Long Term Disability (Guardian)-for employee only, benefit percentage 60% of salary!
Health Advocate (Employee Assistance Program)-for Employee, Spouse, Dependents, Parents, and Parents in Law.
Examples that are available for help: Emotional Support-Stress, Relationships, Addictions, Mental Illness, Anger, Loss, Depression, Time Management.
Medical (BCBS)-for Employee, Spouse, and/or Dependents.
HSA (Health Savings Account) is optional if Medical is selected. Great tax benefit!
Dental (Guardian)- for Employee, Spouse, and/or Dependents.
Hospital Indemnity (Guardian)- for Employee, Spouse, and/or Dependents.
MetLife Legal (Legal Shield)- for Employee, Spouse, and/or Dependents.
Assistance with Adoption, Lawyers, Wills and Trusts and much more!
No waiting periods, no claim forms, no deductibles!
Wide range of coverages for your fur babies!
All dog and cat breeds are covered.
~ Tuition Reimbursement
Bonuses :
Resident Referral Bonus Opportunities
Employee Referral Bonus Opportunities
Employees are not mandated to have the COVID-19 vaccine.
As a member of the community leadership team, this person must have business experience to direct and manage the overall administrative activities: reception and secretarial, recordkeeping, and human resources at the community level to assure that proper administrative procedures are maintained. The office manager interacts with residents and their sponsors in financial matters as well.
Plan and coordinate a therapeutic program which meets spiritual, social, emotional, physical, and intellectual needs of the resident
· Asses resident characteristics (i.e., stages, sex, ethnic background, prior lifestyles, cognitive and functional abilities) and, in conjunction with other departments, plans and organizes program content
· Assist in developing, implementing, and conducting in service training and education of care to all staff regarding memory care programs/activities working alongside the Director of Nursing and Life Enrichment Director.
· Market the program through involvement in community organizations and participates in the local Alzheimer's and like associations
· Maintain accurate and timely documentation that complies with state regulations and community policy
· Work with management to develop and maintain written program objectives and procedures for implementation; Serve as a role model for staff regarding care of dementia resident
· In coordination with the nursing department and Director of Life Enrichment, perform a pre-admission assessment for each potential resident
· Assist with the resident's admission to ensure a smooth transition
· Assist with the adjustment of the resident and family to the community; Keep abreast of current research, new programs, and community resources which may benefit residents and families and makes referrals as appropriate to facilitate the resident's use of resources, and to promote the resident's increase level of social functioning
· Assist residents in the maintenance and adequate supply of personal clothing and other personal items
· Refer the resident/resident's sponsor internal and external services that are available to the Director of Life Enrichment
· Agree not to disclose assigned user ID code and password for accessing resident/facility information and promptly report suspected or known violations of such disclosure to the Executive Director
Must be an LPN
·Two years of previous experience in programming: including but not limited to: POC (plan of care programs, scheduling staff, coordinating meeting with POAs and families, planning activities and working with dementia residents in an assisted living environment
· Background in nursing/ proving one on one care for seniors
· Flexible schedule, including availability to work evenings, weekends and holidays as needed
We are an Equal Opportunity Employer and considers all applicants for positions without the regard to race, color, religion, sex, national origin, age, sexual orientation, marital or veteran status, or non-job-related handicap or disability.
$35k-49k yearly est. 1d ago
Customer Service Representative
Leeds Professional Resources 4.3
Remote order specialist job
We are hiring a customer service representative to manage customer queries and complaints. To do well in this role you need to be able to remain calm when customers are frustrated and have experience working with computers.
Pay $18/HR (Monday-Friday Day Shift)
Work Environment: In-office training for 10 weeks. After successful training this position will become work from home.
Additional Info:
Must have reliable transportation and home internet access
Must have Long Term Care, Medicare, or Medicaid experience for this role
Customer Service Representative Responsibilities:
Maintaining a positive, empathetic, and professional attitude toward customers at all times.
Responding promptly to customer inquiries.
Communicating with customers through various channels.
Acknowledging and resolving customer complaints.
Knowing our products inside and out so that you can answer questions.
Processing orders, forms, applications, and requests.
Keeping records of customer interactions, transactions, comments, and complaints.
Communicating and coordinating with colleagues as necessary.
Providing feedback on the efficiency of the customer service process.
Managing a team of junior customer service representatives.
Ensure customer satisfaction and provide professional customer support.
Customer Service Representative Requirements:
High school diploma, general education degree, or equivalent.
Ability to stay calm when customers are stressed or upset.
Comfortable using computers.
Excellent communication skills and Microsoft Office Suite
$18 hourly 4d ago
Customer Service Specialist
Net2Source (N2S
Remote order specialist job
Title: Customer Service
Duration: 6+ months (Extension)
Shift: 8am - 5pm
Qualifications:
A combination of formal education such as bachelor's degree, associate's degree with certifications and/or at least 2-4 years of progressive customer service experience
Excellent communication skills
Excels at interpersonal and relationship management skills
Prior experience with the ability to successfully resolve conflict
Strong ability to multi-task
Some exposure to building products and/or retail industry preferred
Developed systems aptitude and Microsoft Office skills
SAP experience required
Order Management
Accept, enter, schedule and maintain orders within SAP
Sales Force
Order Entry Document Manager (OEDM)
Understands and executes all types of order processing (EDI/Business Connections)
Verify pricing
Respond to inquiries, e.g. inventory availability, production schedule, technical questions, products and policies
Ability to build efficient truckloads and schedules in coordination with the traffic department
Verify accurate information on ship schedule/OEDM
Is a high performer in the CAS Learning Path - achieving agreed upon metrics and demonstrating critical behaviours
Can function across all regions and in multiple business groups
Understands and correctly provides direction of the Service Advantage for our customer and Sales Team.
Communicates, when necessary, with internal departments regarding Credit and Pricing
Expedites hot or special orders as agreed upon with sales and supervisor
Conflict Management
Properly communicates, manages and resolves customer and sales issues in a professional and empathetic manner
Address and correct customer service issues, forward issues to appropriate department, continued follow-up through resolution to ensure overall customer satisfaction
Collaborate with cross-functional teams to expedite orders
Perform backorder coordination/shipping
Maintain customer records within all software databases
Communicate any schedule delays in customer orders in a timely manner
Manage the Return Material Authorization (RMA) process within agreed upon policy, ensuring customer satisfaction, while ensuring guidelines and goals are achieved.
Order Management & Customer Service Supply Chain Support
Cross train to gain understanding of the functions within Supply Chain to effectively support the overall Siding Products Group.
Provide coverage for time off, peak periods and perform at the Learning Path proficient level and as a high performer in all aspects of customer service and related cross trained function(s).
Maintain customer records within all software databases
Manage the Return Material Authorization (RMA) process within agreed upon policy, ensuring customer satisfaction, while ensuring guidelines and goals are achieved.
Is proficient in Salesforce or equivalent computer related skillset
Maintain customer records within all software databases
Responsibilities:
Under the supervision of the Service Center Supervisor located in Malvern, PA (this is not a remote position) or Manager the Customer Service Temp is accountable for establishing a strong customer relationship based on trust and responsiveness to deliver World Class Service to the incumbents' customer base.
The CST will accurately process customer orders in an efficient manner to ensure we exceed our customers' expectations.
Additionally, the CST will manage multi-part customer complaints/concerns and be empowered to resolve issues in a timely and professional manner.
The CST is fully proficient in all aspects of the Learning Path and is knowledgeable across all lines of business and regions.
The CST will adhere to policies and procedures currently in place and maintain the required level of service to our customers.
The CST works within the parameters as defined by customer service standards and the Service Advantage guidelines.
The incumbent must analyse and respond to fluctuating situations and conditions in such a manner that not only meets/exceeds the expectations of our customer but considers the overall impact to the business.
Proactively resolves customer problems/issues, exhibiting ownership for our customers.
Demonstrates relentless customer service
Flexibility in working hours 7:30am - 6pm with some overtime
Willingness and ability to work from home during inclement weather or emergency situations - requires home phone line & internet
$27k-36k yearly est. 4d ago
Remote Customer Service Representative - Product Testing
Glocpa
Remote order specialist job
We're looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.
$27k-36k yearly est. 60d+ ago
Customer Service Representative
Teksystems 4.4
Remote order specialist job
** This Customer Service Representative position is unique compared to traditional call center roles. It is highly relationshipdriven and does not rely on scripts. In this role, you will work closely with clients and may interact with the same partners multiple times per week. The ideal candidate delivers a premium, whiteglove service experience rooted in problem solving, ownership, and proactive communication.
Responsibilities
Customer Support & Relationship Management
Provide whiteglove customer service to Husqvarna dealers, distributors, national accounts, and internal partners.
Serve as a trusted point of contact for recurring dealer interactions, building strong ongoing relationships.
Respond to customer inquiries via phone, email, chat, and CRMgenerated cases.
Order & Product Support
Look up and research parts in the Husqvarna system to resolve customer questions.
Address pricing inquiries and provide accurate information to customers.
Respond to technical questions from internal and external stakeholders.
Case Management
Maintain active login status and process assigned cases across phone, chat, email, CRM, Web Warranty, and written correspondence within established departmental metrics.
Document case details, actions taken, and resolutions thoroughly in the CRM system.
Communicate escalations clearly and promptly to the Customer Care Leadership Team to ensure timely resolution.
Report discrepancies related to parts, pricing, Illustrated Parts Lists (IPLs), or manuals through established internal procedures.
*Job Type & Location*
This is a Contract position based out of Charlotte, NC.
*Pay and Benefits*The pay range for this position is $29.88 - $29.88/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a fully remote position.
*Application Deadline*This position is anticipated to close on Jan 16, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$29.9-29.9 hourly 7d ago
Customer Service Representative (Regional Remote)
Diamond Credit Union 3.6
Remote order specialist job
Member Advocate - Member Experience Center-Call handles member requests and provides exceptional member service, using product knowledge to recognize cross sell opportunities and refer to appropriate credit union specialists.
Supervisory Responsibilities:
No direct reports.
Essential Functions:
Effectively handle incoming calls, making sure all calls are answered within 2 rings, while ensuring established average speed of answer performance and abandon rate standards are met.
Assist members with general inquiries, account management, routine account-related requests such as: account reconciliation, evaluation and explanation of products, service fee and overdraft charges, up to and including fee refunds, transfer of funds, stop payment requests, debit cards (i.e.: usage, limits and dispute processing), credit card and loan payment processing, account maintenance changes (i.e.: name/address, phone, etc.) check reorders and interaction with internal support departments and 3rd parties.
Requirements
Required Skills / Abilities:
Demonstrated dedication to positive, member-focused service.
Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
Good organizational skills and attention to detail.
Ability to work through member situations and provide effective and accurate resolutions.
Good technical skills and ability to work with multiple systems.
Ability to be available at 8:00am M-Sat.
Available to work until 5:00pm M-W, 7:00pm Th, 6:00pm Fri, and 1:00pm Sat on a rotational basis.
Education / Experience:
High school diploma or equivalent.
Two plus years of customer service experience, preferably within a financial institution.
Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
$24k-29k yearly est. 3d ago
Customer Service Specialist II (100% Remote) - Frankfort, KY
Wesbanco Bank Inc. 4.3
Remote order specialist job
Back Customer Service Specialist II (100% Remote) #42-8656 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
Consideration for location is in all WesBanco markets.
This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely).
Market Lexington Work Hours per Week 40 Requirements
High school diploma or GED required.
Minimum of one year of customer service experience required; customer service experience within banking or financial institution preferred.
Minimum of one year of contact center experience or equivalent required.
Minimum of six months of Outbound calling experience preferred.
Minimum of six months of any Sales experience preferred.
Job Description
This position works an alternate schedule:
Schedule is 9 am to 6 pm, Monday through Friday, including some Federal Reserve holidays (MLK day, President's Day, Juneteenth, Indigenous People Day and Veteran's Day)
Summary
Responsible for identifying, responding to, and resolving customer requests related to bank products and services in the Bank's call center. The Customer Service Specialist II is often the primary interaction a customer may have with the bank and provides professional and courteous customer support while adhering to required metrics. Customer inquiries are expected to be responded to and resolved within established departmental service levels.
Essential Function
Banking is a highly regulated industry and will be expected to acquire and maintain a proficiency in the Bank's policies and procedures and adhere to all laws, rules and regulations that are applicable to conduct, and the work being performed. All assigned training is expected to be completed timely.
Essential Duties and Responsibilities include the following:
Personally, models the standards of the Bank's Mission, Vision, and Pledge.
Processes inbound calls from all queues, including account questions, product and service information, digital banking services, debit card processing, bank policy and various customer requests. Uses the training and reference materials provided to work and resolve an issue or question independently.
De-escalates situations when necessary or escalates call to supervisor after de-escalation attempt.
Assists customers with various computing environments, including both Apple and Android products, browsers and operating systems to support and promote our digital banking services on all supported devices.
Accepts ownership of the customer request and follows it through to resolution.
Completes customer transactions and corrects account information by engaging correct business partners.
Identifies and resolves customer issues and complaints promptly and accurately.
Attends a weekly quality review meeting for ongoing development including coaching, career development, call metrics, updates on policy and procedure.
Attends a monthly departmental meeting.
Adheres to agent metric standards for calls handled, adherence to schedule, call quality score, ready/not ready time and customer satisfaction.
Maintains knowledge of deposit, loan, digital banking services and other banking products.
Provides service and support thru multiple communication channels (phone, chat, and/or email) and demonstrates proficiency in the channel.
Contacts potential customers regarding products and services, focusing on customer needs, explaining benefits and advantages of the services or products and closing the sale. May be required to read from a prescribed script.
Supports all outbound campaigns assigned and meets Key Performance Indicators set by the customer service center in a productive manner.
Identifies financial needs of customers and submits referrals accordingly.
Accepts other assigned job duties and or responsibilities with or without prior notice.
Qualifications
To be successful in this position, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Technical Requirements
Expertise in using a personal computer and managing one's own home networking infrastructure needed to support reliable access to the Bank's virtual environment.
Possesses knowledge and experience using Android and Apple products and Bank supported web browsers and operating systems.
Ability to type with speed and accuracy.
Ability to operate standard office equipment, including phones, computer and peripherals.
Other Skills and Abilities
Demonstrates strong time management skills.
Ability to work independently and multi-task in a fast-paced environment, with an emphasis on resolving most customers' issues during the call with minimal follow up.
Adhere to communication protocols with supervisors when unable to adhere to schedule or perform duties as expected.
Willingness to work a flexible schedule, with frequent adjustments to hours and able to work additional hours if needed.
Ability to work outside of normal banking hours.
Possess an ability to work under pressure, minimizing distractions and maintaining a positive attitude.
Adapt quickly to change and learn readily in a remote environment.
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Ability to build and retain customer relationships against competition.
Accepts ownership of the customer request and follows it through to resolution.
Identifies customer concerns or needs, resolves the inquiry or recommends best solution, expedites the correction or adjustment and follows up to ensure resolution.
Demonstrates effective communication skills, showing empathy and active listening skills.
Maintains professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Exhibits clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Firm grasp of spelling, grammar and email and phone etiquette.
Collaborates with co-workers and employees.
Maintains confidentiality.
Ability to build rapport with potential customers and engage in financial journey conversations.
Achieve proficiency and certification in one or more customer service skills.
Physical Demands
This position requires long periods of sitting in one area while on the telephone and in front of a computer screen. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Full-Time/Part-Time Full-time Area of Interest Customer Experience All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesBowie, Maryland, United StatesCincinnati, Ohio, United StatesIndependence, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesWheeling, West Virginia, United StatesYoungstown, Ohio, United States Show more
$30k-34k yearly est. 3d ago
Customer Service and Sales Support
Vitric 7
Order specialist job in Columbus, OH
📋 Customer Service and Sales Support | Customer Service, Marketing, Sales |
🚨 Start ASAP
📍 Columbus, OH | 💼 Entry Level | ⏱ Full-Time
Our goal is to help our team members first master the basics of customer service and sales, client relationship building, and self-management. The Vitric 7 training program is designed to help team members strengthen communication skills, develop strong negotiation skills, and plant a foundation for great work habits that will propel them into the future.
📋 Job Summary:
This is a full-time on-site role for a Customer Service and Sales Support Representative, located in Columbus, OH. The representative will handle day-to-day tasks including being the face of our store, providing customer support, maintaining customer satisfaction, and helping to facilitate sales processes. Responsibilities include answering customer issues, problem-solving with customers, providing detailed information about products and services, assisting the sales team, and contributing to a positive customer experience.
✅ Key Responsibilities:
Promote products, services, and promotions to customers one on one.
Greet and assist customers with a friendly and professional attitude.
Provide in-depth product knowledge and recommendations to meet customer needs.
Meet or exceed retail sales goals and performance targets.
Participate in product training and stay up-to-date on promotions and new arrivals.
Collaborate with team members to ensure a smooth and effective retail operation.
🎯 Who We're Looking For:
High school diploma or equivalent; post-secondary education is a plus.
Previous experience in retail or customer service is preferred but not required.
Strong communication and interpersonal skills.
Positive attitude with a passion for customer service.
Ability to work in a fast-paced environment and handle multiple tasks.
📋 Why This Role?
This is more than just a job-it's a launchpad for your career. With our rapid growth, you'll have the opportunity to take on leadership roles and make a real impact. If you're ready to grow, lead, and succeed, we want to hear from you!
Competitive hourly wage plus commission/bonuses (if applicable)
Employee discounts
Opportunities for growth and advancement
Supportive and inclusive team environment
Ongoing training and development
$22k-30k yearly est. 4d ago
Customer Service Representative
Concero
Remote order specialist job
We are looking for a dedicated and empathetic Inbound/Outbound Call Center Representative to join our Patient Services team. In this role, you will be responsible for making inbound/outbound calls to an existing patient list to schedule doctor appointments. The ideal candidate will have excellent communication skills, a compassionate approach to patient interactions, and the ability to manage a high volume of calls efficiently.
Key Responsibilities:
Outbound Calling:
Make a minimum of 25 outbound calls per hour to existing patients to schedule doctor appointments.
Inbound:
Take high volume incoming calls from patients to assist in scheduling doctor appointments. Navigate through multiple applications to answer insurance and account questions.
Appointment Scheduling:
Accurately book and confirm appointments based on patient availability and doctor schedules with a goal of setting a minimum of 125 appointments per month.
Patient Interaction:
Engage with patients in a courteous and professional manner, addressing their questions or concerns and providing relevant information about their appointments.
Data Management:
Update patient information, appointment details, and call outcomes in the company's scheduling and CRM systems.
Documentation:
Maintain accurate records of patient interactions and appointment status, ensuring all information is entered correctly and promptly.
Compliance:
Adhere to privacy regulations and company policies regarding patient information and appointment scheduling.
Feedback and Improvement:
Report any issues or patient feedback to the Call Center Manager to help improve processes and patient satisfaction.
Performance:
Maintain and exceed company metrics for outbound and inbound calls and appointments set.
Qualifications:
Experience:
Previous experience in a call center or customer service role is preferred, particularly in a healthcare or insurance setting. Training will be provided.
Communication Skills:
Strong verbal communication skills with a focus on clear, compassionate, and effective patient interaction.
Organizational Skills:
Excellent organizational skills with the ability to manage multiple tasks and maintain a high level of productivity.
Technical Proficiency:
Familiarity with scheduling software and CRM systems is a plus; proficiency in data entry and technical aptitude use required.
Attention to Detail:
High attention to detail to ensure accuracy in scheduling and patient information.
Empathy:
Ability to approach each call with empathy and professionalism, particularly when dealing with sensitive patient information.
Working Conditions:
Schedule:
Full-time. Flexibility in scheduling may be required based on call volume and patient needs. Hours are Monday-Friday between the hours of 8:30-6:00. There are occasional Saturdays based on Company needs
Environment:
Remote work environment.
Noise Requirements:
Must be able to provide and maintain a quiet, distraction-free workspace with
zero background noise
to ensure clear, professional-quality inbound and outbound calls.
$26k-34k yearly est. 2d ago
Customer Service Representative
Randstad USA 4.6
Order specialist job in Columbus, OH
As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate marketing strategies when communicating with customers.
Key Responsibilities:
Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing.
Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.
Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws.
Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.
Setting goals and expectations to achieve success in the role as well as future opportunities.
May perform other duties as assigned.
Education:
High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
License/Certification/Designation:
ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.
Experience:
One year of experience in customer service, sales related occupations.
Knowledge, Skills and Ability:
Knowledge of various insurance products and the sales process.
Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states.
Understands the consequences of not following the FINRA rules and regulations.
Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software.
Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers.
Other criteria, including leadership skills, competencies and experiences may take precedence.
$28k-35k yearly est. 4d ago
Customer Service Enrollment Specialist - In Office
The Whittingham Agencies
Order specialist job in Plain City, OH
Crafting Brighter Futures for Businesses & Families across the US
At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client.
As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of our company, embodying our values and commitment.
Primary Responsibilities:
Engage with clients to understand their financial goals and concerns.
Present tailored solutions to safeguard their assets effectively.
Maintain a pulse on the industry, ensuring you offer the best and most updated advice.
Foster relationships and ensure our clients always have someone they can turn to.
Why Work With Us?
Flexible Scheduling: Enjoy the benefits of a full-time role that has flexible hours.
Unlimited Earning Potential: Your dedication determines your earnings*.
Company Culture: At our company people are ambitious but respectful, high-energy, and treat every member like family. We do (optional) company outings frequently!
Grow with Us: Dive into continuous learning and development opportunities.
Application Process:
Submit Your Application: No stringent qualifications needed. We believe in potential.
Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day.
Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions.
FAQs:
When will I hear back after applying? Typically, within 24 hours.
Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation.
What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our reps have seen exponential career growth within our organization.
* This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance.
State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.
$65k yearly 11d ago
Licensed Customer Service Representative
Commonwealth Casualty Company
Remote order specialist job
The Customer Service Representative is responsible for delivering high-quality support to policyholders and prospective customers. This entry-level role ensures a positive customer experience by answering questions, resolving issues, processing policy updates, and providing accurate information in a timely and professional manner.
Duties and Responsibilities:
· Manage multiple tasks and priorities while efficiently navigating various systems to perform job functions.
· Demonstrate a strong understanding of company procedures, processes, tools, and systems.
· Take full ownership of customer accounts during the review and servicing process.
· Maintain accurate internal records by archiving all necessary documentation and evidence.
· Develop and maintain strong knowledge of company products, pricing, underwriting guidelines, and policy features.
· Receive, investigate, and respond to all customer inquiries, concerns, and complaints in a timely and professional manner.
· Request, track, and follow up on any missing or required information from customers.
· Provide accurate quotations, pricing details, and policy information to new and existing customers.
· Successfully complete the sales process in accordance with the company's regulatory requirements.
· Answer incoming calls promptly, professionally, and courteously while maintaining excellent customer service standards.
Job Requirements
· High school diploma or equivalent required.
· Active insurance license (Property & Casualty)
· Bilingual skills are a plus (Spanish/English preferred).
· Ability to learn and apply insurance guidelines, processes, and systems.
· Ability to thrive in a fast-paced, high-pressure environment while maintaining accuracy and professionalism.
· Proficient in Microsoft Office applications and comfortable handling phone communications with a professional disposition
· Time-management skills
· Customer-focused mindset with strong problem-solving skills
· Previous customer service experience preferred.
· Candidates are required to complete a basic computer proficiency and customer service skills test and achieve an acceptable passing score.
Work Environment & Schedule
· Standard schedule: Monday-Friday; Currently hiring for shifts between 5:00 AM and 6:00 PM MST and the schedule will vary depending on call center needs at the time of hiring.
· In-office position and require on-site attendance for all scheduled shifts for Arizona.
· Remote position available for out-of-state applicants only, and this position requires
the schedule to accommodate Arizona time.
$28k-37k yearly est. 3d ago
Remote P&C Licensed Insurance CSR
The Auto Club Group 4.2
Remote order specialist job
Why Choose a Career with the AAA The Auto Club Group (ACG)
You excel at interacting with others and providing a high level of customer service. You enjoy a job that keeps you busy but also one that provides for you and your family. At AAA The Auto Club Group (ACG), you will find that you can have a fulfilling career and will be joining a company that truly cares about its members and employees. Continue reading to see what our Insurance Customer Sales and Service Rep opportunities are all about!
A Day in the Life of an Insurance Customer Sales and Service Rep:
Our Insurance Customer Sales and Service Representatives provide service to internal and external customers in a customer-focused, high-volume, fast-paced sales call center environment. Insurance Customer Sales and Service Representatives explain product features and service advantages to existing and potential customers to promote and sell the various membership and/or insurance products and services to achieve sales production goals.
In this role, you will also have the opportunity to:
Provide price quotes on all insurance products that factor in all applicable rules (underwriting, business, etc.) and discounts to complete the sale.
Rewrite and reinstate insurance policies according to underwriting and business rules.
Complete membership and/or insurance applications, endorsements, and change forms (e.g., address change, etc.) as necessary.
Accept & process payments at the point of sale.
Make outbound follow-up calls to customers in response to questions or complaints.
Correspond with and respond to inquiries from sales representatives, insureds, mortgage companies, and other sources regarding ratings, premiums, billing problems, and cancellations, as well as obtain and verify payments and other types of information.
Provide efficient processing of customer policies, endorsements, and status and coverage changes.
Assist agents in resolving technical and business-related issues. May assist other Customer Interaction Centers (e.g., Emergency Road Service, Claims, Membership, Travel, etc.) in servicing members and/or customers when necessary to ensure quality service goals are met.
How we reward our employees:
In addition to a competitive starting salary, ACG offers excellent and comprehensive benefits packages:
Hourly rates starting at $21.75/hour plus bonuses and sales incentives
Overtime earning potential at time and a half the hourly wage
Fully paid training
Medical, dental, and vision benefits
401k with employer match
Paid parental leave and adoption assistance
Paid Time Off (PTO), company-paid holidays, CEO days, and floating holidays
Paid volunteer day annually
Tuition assistance program, professional certification reimbursement program, and other professional development opportunities
AAA Membership
Discounts, perks, rewards, and much more
$1,000 sign-on bonus for Licensed Property and Casualty Agents. **To qualify for the Sign-On Bonus, applicants must be new to ACG.Our Recruiting Team can provide additional details at the time of application**
We are looking for candidates who have:
Education
High School Diploma or equivalent (GED)
Experience
Providing a high level of customer-focused service
Navigating through a PC Windows environment, including accessing information from multiple applications
Managing and navigating multiple sources of information and applying them as needed
Performing monetary transactions (e.g., entering key data into the cash terminal, adjusting account balances, etc.
Cross-selling
Certifications / Licensure
Current Property & Casualty Insurance license
May be required to attain and maintain state membership licenses as appropriate by the department
Preferred Qualifications
College-level coursework, certification, or equivalent (i.e., relevant continuous learning)
To prepare you for this exciting opportunity, we offer:
Full-time paid training on Monday, February 2, 2026
Monday through Friday from 9:00 a.m. - 5:30 p.m. EST during training
Monday through Friday, 12:30 p.m. - 9:00 p.m. and rotational Saturday, 9:30 a.m. - 6:00 p.m. EST after training
Work Environment
This is a remote call center position. Call Center employees to work remotely full-time. An exception to this would be in the case of connectivity or service level issues, in which employees would be required to report temporarily to a designated ACG facility (if located
Interested in learning more? Apply Today!
#LI-Remote
#Appcast
Who We Are
Become a part of something bigger.
The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.
By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance.
And when you join our team, one of the first things you'll notice is that same, whole-hearted, enthusiastic advocacy for each other.
We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger.
To learn more about AAA The Auto Club Group visit ***********
Important Note:
ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level.
The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.
The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.
Regular and reliable attendance is essential for the function of this job.
AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
$21.8 hourly 7d ago
Customer Service Representative
Thermoid
Order specialist job in Bellefontaine, OH
The Customer Service Representative supports Thermoid's customers by providing accurate product and service information, processing orders, resolving delivery and service issues, and coordinating closely with internal teams. This role requires strong verbal communication skills, confident phone interaction, and excellent time management to ensure daily tasks are completed accurately and on schedule. The ideal candidate is proactive, motivated, and eager to take on additional responsibilities to support team success.
Principal Duties and Responsibilities:
Customer Support & Order Processing
• Answer customer questions by phone and email, requiring clear, confident verbal communication and a professional demeanor.
• Process customer orders and respond promptly to sales and service inquiries.
• Provide accurate quotes and lead times for new and existing products.
• Maintain customer records with up-to-date account information.
• Assist in resolving customer credit issues and documentation needs.
Customer Outreach Responsibilities
• Conduct proactive outreach, with an emphasis on phone-based communication, to follow up on open orders, quotes, delivery timing, backorders, and general service needs. This outreach is essential to driving excellence in customer service, strengthening customer relationships, and ensuring customers receive clear, timely, and accurate communication throughout the order lifecycle.
• Document all outreach interactions accurately in D365 per established company standards.
• Support Thermoid's Customer Outreach Program by completing required weekly outreach activities.
Issue Identification & Resolution
• Clarify customer complaints or delivery issues, determine root cause, and recommend the best solution.
• Coordinate internally to expedite corrections, adjustments, or order updates, ensuring timely follow-up.
• Initiate paperwork including credits, complaints, RMAs, and internal requests on behalf of customers.
Administrative Responsibilities
• Perform clerical tasks such as filing, data entry, correspondence, and document preparation for the sales and service departments.
• Ensure accurate and consistent communication across Manufacturing Operations, Scheduling/Planning, Quality, Engineering, Finance, Sales, and Marketing.
Performance & Team Responsibilities
• Demonstrate strong time management and ensure daily tasks are completed consistently and accurately.
• Work with a high degree of motivation and ownership; proactively seek opportunities to take on additional responsibilities that support the team.
• Participate in improving workflow, customer experience, and cross-departmental communication as business needs evolve.
Experience and Education:
• Associate's Degree preferred; equivalent experience considered.
• Minimum of two years of customer service experience preferred, ideally in a manufacturing or industrial setting.
• Friendly, helpful, customer-focused approach with strong problem-solving skills.
• Proven attention to detail, accuracy, and consistency in following procedures.
• Strong time-management, task prioritization, and organizational abilities.
Technical Skills:
• Proficiency with Microsoft Office, especially Outlook and Excel.
• Strong verbal and written communication skills; high comfort level handling phone-based customer interaction.
• Ability to perform basic math and geometry calculations.
• Experience with ERP or order-entry systems; ability to learn new systems quickly (D365 preferred but not required).
• Solid administrative and documentation skills.
Organizational Relationships:
• Reports to: Customer Service Manager
• Internal communication with: Manufacturing Operations, Quality, Planning/Scheduling, Engineering, Finance, Sales, and Marketing.
• External communication with: Customers and distributors to maintain strong partnerships and support coordination.
HBD Industries is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
HBD NOTICE OF COLLECTION - CALIFORNIA - December 2022
Please click on this link to view the notice.