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TurboTax Customer Service Representative - Work from Home
Turbotax
Remote retention 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-38k yearly est. 22d ago
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Remote Customer Service
Hire Standard Staffing
Remote retention specialist job
Remote Benefits Representative Company: American Income Life (a proud member of Globe Life, a publicly traded company on NASDAQ) Earning Potential: $70,000 - $120,000+ per year (commissions + residual) Work From: Anywhere in the U.S. or Canada
About the Opportunity
Tired of clocking in, clocking out, and getting nowhere fast?
This opportunity was built for those ready to break free from the ordinary.
American Income Life empowers driven, self-starting professionals to take control of their income and career. As a Remote Benefits Representative, individuals connect with clients virtually (via Zoom) to help them understand and enroll in benefit programs that protect their families. There's no cold calling, no micromanaging - just meaningful conversations and real impact, all from the comfort of home.
Those who are hungry for growth, financial freedom, and a career that truly rewards performance will find this to be the perfect fit.
Why Candidates Love Working Here
A Culture That Feels Like Family
Success is celebrated at every level. Expect a vibrant, supportive environment filled with recognition, giveaways, and virtual team events that make Mondays something to look forward to.
Freedom + Flexibility
Work from anywhere. Set a schedule that fits your life. Take control of your day - and your paycheck.
Real Growth Potential
Every leader in the organization began in this same position. Advancement is based on performance, not politics.
Financial Rewards That Match Effort
Base pay plus bonuses means earnings grow alongside results. Top representatives regularly earn $90K+ annually and advance quickly.
Comprehensive Benefits
Employees receive access to health, dental, and vision plans through Globe Life, along with voluntary coverage options tailored to individual needs.
Key Responsibilities
Meet with families virtually to help them select benefit programs that align with their goals.
Build trust, answer questions, and guide clients through enrollment.
Manage a personal book of business and maintain long-term relationships.
Collaborate with teammates and leadership committed to mutual success.
Ideal Candidate Profile
Self-motivated, positive, and eager to grow.
Excellent communicator - friendly, confident, and authentic.
Comfortable using Zoom and other online communication tools.
Must be a U.S. or Canadian citizen.
Passionate about helping others and building meaningful relationships.
No prior insurance experience is required - only a strong drive to succeed and a willingness to learn. Full training and mentorship are provided.
Application Process
Hiring managers are actively reviewing applications. Candidates should apply and watch for communication via text, email, or phone from a hiring representative.
Your future doesn't have to look like your past.
Take the first step toward freedom - apply today.
$28k-35k yearly est. 13d ago
Customer Service Representative
Russell Tobin 4.1
Remote retention specialist job
Job title: Customer Support/Account Rep
Duration: 6months
Pay rate: $18/hr - $19.17/hour
Remote to Start: Kick off your journey with us from home! All classes and training sessions will be held remotely for 4-5 weeks.
In-Office Experience: Once training is complete, your role will transition to 5 days per week in-office, fostering collaboration, hands-on experience, and strong team bonds.
Hybrid Work Flexibility: After 6 months of service, enjoy a hybrid schedule that balances in-office and remote work-3 days in-office and 2 days from home-for greater flexibility and convenience.
Preference Criteria:
We prefer candidates with either a College Degree or Previous Contact Center Experience.
Position Description: Join our Client as a Customer Support Representative where you'll handle incoming phone calls regarding various service inquiries. You'll respond with accuracy and efficiency, consistently meeting key department performance metrics. Functional support areas include cash management products, online services, and general account or financial-related inquiries. Successful applicants will be highly professional, career-driven, and committed to delivering world-class service.
Key Responsibilities:
Addressing incoming phone calls with a high degree of accuracy and efficiency.
Providing support on cash management products, online services, and general financial inquiries.
Contributing to a fast-paced, team-oriented environment.
Multi-tasking and adjusting quickly to changes in a busy financial service center.
Qualifications:
Preference for a College Degree or Previous Contact Center Experience.
Highly professional, career-driven, and committed to delivering world-class service.
Excellent communication skills and ability to work effectively in a team environment.
Strong aptitude for multitasking and adjusting to fast-paced environments.
Why Join Us:
Opportunity to work with a reputable financial institution.
Dynamic and collaborative work environment.
Competitive compensation package and opportunities for career advancement.
Be part of a team dedicated to delivering excellence in client service.
"All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment".
Job Title: Customer Support, Customer Service, Collection Representative
Location: Columbus, OH 43219, USA
Duration: 06+ Months (Conversion to full time)
Pay range: $18-19.17/hr.
Job Description:
Client Support Service Professionals handle incoming phone calls regarding various service inquiries on accounts.
Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics.
Functional support areas include Cash Management products and services, Online (client website) and Mobile app, and general account or financial related inquiries. Successful applicants will be highly professional, career driven, and committed to World-Class Service.
Ability to contribute in a fast paced, team-oriented environment.
Aptitude to multi-task and adjust quickly to change in a busy financial service center
About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities
ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.
$18-19.2 hourly 1d ago
Customer Support Associate
Insight Global
Retention specialist job in Columbus, OH
Customer Support Associate - 2 Openings
Store Hours: M-F 10A-6P, Sat: 11A-5P
1300 Aida Dr. Reynoldsburg, Ohio, 43068
Must Haves:
Basic computer skills - Understanding of Microsoft Office Suite
2-5+ years of Customer Service experience and/or Sales experience
Organized, reliable, & meet deadlines
Strong written and verbal communication skills
Retail experience
Microsoft Office/ Teams
Plusses:
Logistics experience/supply chain experience
Experience with FedEx, UPS, USPS, etc.
Day to Day:
This is a great opportunity to work for an international Logistics any Supply Chain company. As the Customer Service & Sales Associate, you will have the potential opportunity to grow within Operations as well. You will be opening and closing the store each day, helping customers with shipment rate quotes, logging data, and much more! You will be servicing customers in the store, with some over-the-phone support as well. You will also be able to reach out to other team members for any questions that need to be escalated.
$26k-38k yearly est. 2d ago
Customer Service & Documentation Operations Representative (Remote)
Glorium Technology 3.6
Remote retention specialist job
We are currently looking for responsible and detail-focused individuals to join our remote team as Customer Service & Documentation Operations Representatives. This work-from-home position supports daily business operations by assisting customers and maintaining accurate documentation within internal systems. The role is well suited for individuals who are organized, reliable, and comfortable working independently while following clear guidelines.
In this role, you will communicate with customers through inbound phone calls and written communication channels such as email or internal messaging platforms. Your primary responsibility will be to respond to general inquiries, provide basic assistance, and ensure customers receive accurate and clear information. A professional, respectful, and patient communication style is required, as you will represent the company during every interaction. All customer interactions must be recorded accurately to support internal tracking and service quality.
Alongside customer service duties, you will perform documentation and records entry tasks. These responsibilities include entering information into internal databases, reviewing documents for accuracy and completeness, updating existing records, and organizing digital files. Attention to detail is critical, as the information you process supports internal workflows, reporting, and operational decision-making.
This position involves routine and structured tasks that require focus and consistency. Training materials, written procedures, and quality standards will be provided during onboarding to help you understand systems and expectations. Although the role is remote, regular communication with supervisors and team members will take place through online tools to ensure alignment and support.
Applicants must have access to a reliable internet connection, a personal computer or laptop, and a quiet workspace suitable for professional communication. Basic computer skills are required, including familiarity with email, spreadsheets, and web-based systems. Strong time management skills and dependability are essential to meet assigned schedules and deadlines.
Previous experience in customer service, administrative support, or documentation roles is helpful but not required. Entry-level candidates who demonstrate a positive attitude, attention to detail, and willingness to learn are encouraged to apply. Training and ongoing support will be provided to help new team members succeed.
Work schedules may be part-time or full-time depending on operational needs. Compensation and schedule details will be discussed clearly during the interview process. This position does not require any application fees, equipment purchases, or upfront payments.
$25k-32k yearly est. 6d ago
Customer Service Specialist
Us Tech Solutions 4.4
Remote retention specialist job
Job Details:
Job Title: Customer Services Specialist II
Work from home: Monday & Friday
Onsite: Tuesday, Wednesday & Thursday
Duration: 6 Months
Summary:
Reviews analyzes, evaluates, validates provider/producer information against business/credentialing requirements and maintains information on Credentialing databases. Supports extensive research and analysis of sensitive provider/producer issues; addresses data integrity issues.
Process agent onboarding contracts.
Verify insurance licenses, add appointments.
Work with agents to ensure records are complete and validated.
Utilize various systems and websites to ensure accuracy.
Job Responsibility
Reviews analyzes, evaluates, validates provider/producer information against business/credentialing requirements and maintains information on Credentialing databases. Supports extensive research and analysis of sensitive provider/producer issues; addresses data integrity issues.
Process agent onboarding contracts.
Verify insurance licenses, add appointments.
Work with agents to ensure records are complete and validated.
Utilize various systems and websites to ensure accuracy.
Required Qualifications
High School Diploma or GED (required)
1-3 years of customer service experience
Insurance industry knowledge (preferred)
Strong attention to detail and quality standards
Excellent organizational skills with the ability to prioritize and manage multiple tasks
Strong analytical and research skills
Ability to work independently with minimal supervision
Excellent verbal and written communication skills (emails, memos, letters)
Ability to handle confidential information reliably and tactfully
Proficiency with Microsoft Office applications (Word, Excel, Access) and internet-based tools
Ability to build and maintain effective working relationships with internal teams and external partners
Education
Master's Degree level Family Nurse Practitioner program with current National Board Certification and State of Employment license to practice in the Advanced Practice Nurse role.
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is 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 status as a protected veteran.
Recruiter Details:
Name:- Pihul Kumar Raj
Email:- ****************************
Internal Id #- 25-55013
$26k-32k yearly est. 1d ago
Customer Service Representative
Leeds Professional Resources 4.3
Remote retention 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 1d ago
Customer Service and Sales Support
Vitric 7
Retention 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. 1d ago
Customer Service Representative
Concero
Remote retention 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 - 50k-60k/Year - Work From Home
Spade Recruiting USA
Remote retention specialist job
We're looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day providing outstanding service and product knowledge.
Duties:
• Distributes all benefit enrollment materials and determines eligibility.
• Handle incoming customer service calls
• Dispatch incoming customer phone calls
• Accept customer calls and return customer
• Respond to client requests for coverages while representing their best interests.
• Create and explain individualized policies via our Needs Analysis system.
• Work and learn from management teams to stay up to date on new products, services, and policies.
Job Benefits:
• Full training provided
• 100% work from home.
• Competitive compensation.
• Paid weekly along with earned bonuses.
• Career advancement opportunities.
• Full benefits after 3 months.
• Values a healthy work-life balance
$32k-41k yearly est. 60d+ ago
Remote Support Assistant Customer Messaging & Online Assistance
G. Inc. 4.5
Remote retention specialist job
We are currently seeking reliable individuals to join our Customer Messaging and Online Assistance team as Remote Support Assistants. This position is fully remote and designed for people who enjoy helping customers through written communication while working from the comfort of their own home. Customers contact our support team with general inquiries, service-related questions, and basic guidance requests. Your role will be to review each message carefully and provide clear, accurate, and professional responses.
As part of this role, you will manage incoming customer messages through email and chat platforms. Each interaction requires thoughtful review to ensure that the response addresses the customer's concern properly. You will also be responsible for recording all communication in the internal support system, helping maintain service consistency and allowing smooth follow-ups when needed. Training is provided to introduce you to internal tools, communication guidelines, and workflow expectations. This makes the role suitable for candidates with or without prior customer support experience.
Working remotely requires strong focus and personal accountability. You must be able to manage your time effectively, follow assigned schedules, and maintain productivity throughout your shift. A reliable internet connection and a quiet workspace are required. While most tasks are completed independently, teamwork remains important. You will stay connected with supervisors and colleagues through online communication channels, participate in virtual meetings, and receive ongoing feedback.
We are looking for individuals who communicate respectfully, stay patient when handling repetitive questions, and take pride in providing quality assistance. Strong written communication skills and attention to detail are essential. This position offers long-term work-from-home opportunities, continuous training, and the ability to develop valuable remote support experience.
Interested applicants should submit their résumé along with a short message explaining their interest in this role.
$28k-33k yearly est. 16d ago
Member Enrollment Representative
Christian Healthcare Ministries 4.1
Retention specialist job in Circleville, OH
At Christian Healthcare Ministries (CHM), we exist to glorify God, show Christian love, and serve members of the Body of Christ by sharing each other's medical bills.
The Member Enrollment Representative (MER) plays a vital role in this mission by increasing membership through various communication channels while delivering exceptional member experience. The MER is responsible for converting sales leads into new memberships, guiding prospective members through the enrollment process, and ensuring that every interaction reflects CHM's core values and commitment to service excellence.
WHAT WE OFFER
Compensation based on experience.
Faith and purpose-based career opportunity!
Fully paid health benefits
Retirement and Life Insurance
12 paid holidays PLUS birthday
Professional Development
Paid Training
ESSENTIAL JOB FUNCTIONS
Meet sales targets, goals, and performance expectations.
Engage in inbound and outbound phone sales (no cold calling) to assist and guide prospective members through the enrollment process.
Establish referrals, build relationships, and develop contacts with potential prospects.
Respond promptly and professionally to prospective member calls and inquiries.
Ensure delivery of high-quality, Christ-centered service.
Address member questions, concerns, and provide thoughtful recommendations.
Assist in retaining memberships when appropriate.
Respond to emails, calls, and voicemail promptly.
Clearly explain CHM guidelines, programs, and options to members.
Offer suggestions for improvement to the Member Enrollment Supervisor and Team Leader.
Maintain professionalism, empathy, and a positive attitude.
Demonstrate strong communication skills in both phone and written correspondence.
Uphold CHM's Core Values and Mission Statement in all interactions.
Collaborate with other departments, including Member Services, Marketing, and Communications, to ensure seamless member experience.
Gain a deep understanding of the Member Enrollment Team's structure and objectives.
Input, track, and manage prospects using HubSpot and internal CHM systems.
Develop ongoing relationships with prospects through consistent and intentional follow-up.
OTHER FUNCTIONS
Demonstrate Christian values and adhere to ethical and legal business practices.
Support CHM initiatives and departmental goals as assigned.
EDUCATION, EXPERIENCE & SKILLS REQUIRED
Prior experience in online or phone-based sales (preferred).
College education or equivalent work experience (preferred).
Strong verbal and written communication skills, including professional phone and email etiquette.
Proficiency in CHM guidelines, programs, and policies (training provided).
Competence with Microsoft Office Suite and CRM tools such as HubSpot.
Excellent organizational and time management skills with the ability to handle multiple priorities.
Self-motivated, collaborative, and committed to teamwork.
Strong problem-solving and conflict resolution skills.
Willingness to ask questions, seek guidance, and support team initiatives.
TRAINING & DEVELOPMENT
New representatives will complete a structured training program designed to build a strong understanding of CHM's membership process, communication tools, and ministry values. Ongoing professional development and mentorship opportunities are also provided.
WORKING CONDITIONS
Must adhere to organizational policies and procedures as outlined in the employee handbook.
Occasional travel may be required for ministry or business purposes.
Flexibility to work hours between 8:00 a.m. and 6:00 p.m., based on department needs.
Requires extended periods of sitting, working on a computer, and communicating by phone or email.
Strong reasoning and problem-solving abilities to overcome objections and assist prospective members effectively.
About Christian Healthcare Ministries
Founded in 1981, Christian Healthcare Ministries (CHM) is a health care sharing ministry for Christians. CHM is a nonprofit, voluntary cost-sharing ministry through which participating Christians meet each other's medical bills. The mission of CHM is to glorify God, show Christian love, and experience God's presence as Christians share each other's medical bills.
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone.
What You Will Do:
* Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options.
* Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
* Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
* Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
* Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
* Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
* Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
* Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
* High school diploma or equivalent.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook.
* Minimum Typing speed of 30 wpm.
* Experience in a call center environment preferred.
* Some experience in insurance and/or sales is preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
Location: 7677 Henneman Way, McKinney, Texas
$62k-109k yearly est. 50d ago
Customer Success Consultant
Granicus 4.3
Remote retention specialist job
The Company
Serving the People Who Serve the People
Granicus is driven by the excitement of building, implementing, and maintaining technology that is transforming the Govtech industry by bringing governments and its constituents together. We are on a mission to support our customers with meeting the needs of their communities and implementing our technology in ways that are equitable and inclusive. Granicus has consistently appeared on the GovTech 100 list over the past 5 years and has been recognized as the best companies to work on BuiltIn.
Over the last 25 years, we have served 5,500 federal, state, and local government agencies and more than 300 million citizen subscribers power an unmatched Subscriber Network that use our digital solutions to make the world a better place. With comprehensive cloud-based solutions for communications, government website design, meeting and agenda management software, records management, and digital services, Granicus empowers stronger relationships between government and residents across the U.S., U.K., Australia, New Zealand, and Canada. By simplifying interactions with residents, while disseminating critical information, Granicus brings governments closer to the people they serve-driving meaningful change for communities around the globe.
Want to know more? See more of what we do here.
Job Summary
The Customer Success Consultant is accountable for our clients' adoption of our growing suite of SaaS solutions and services across client segment tiers, driving visible value aligned with our clients' business outcomes. As a consultant, you will act as a powerful client advocate, providing exceptional customer service so that our clients can deliver high-quality civic and citizen experiences in their communities. You will develop your experience with Software as a Service (SaaS) platforms and the ability to translate the capabilities of a technology platform into specific benefits for a given client.
What Your Impact Will Look Like
Proactively manage an assigned portfolio of clients through the customer journey, adjusting approach based on client needs and segment requirements
Act as interface among sales, implementation, and support to track, resolve and follow up on customer issues
Advise customers on best practices of Granicus products through various engagement methods appropriate to the client segment
Build strong relationships by maintaining engagement, creating communication plans and routine account reviews
Manage escalations by creating save plans and engaging leadership as needed
Analyze client usage data via Salesforce reports and PowerBI signature dashboards to make data-driven recommendations
Collaborate with Sales to develop territory expansion plans and coordinate customer outreach
Identify and document expansion opportunities through the Client Services Qualified Leads Program
Present solutions and value propositions to client stakeholders where appropriate
Contribute to strategic upsell/cross-sell initiatives across your portfolio
Advocate for customers through participation in internal cross-functional meetings
Achieve quarterly and annual targets for Net Promoter Score Program and Business Reviews
Identify Customer References and Success Stories quarterly
Pursue developments in Granicus product portfolio, SaaS customer-success practices, and modern engagement trends
Represent Granicus at internal and external speaking events as a subject-matter expert
Maintain strong knowledge of product policies, integrations, and industry developments
Employ best practices for customer success within your client segment
Monitor and optimize customer health scores and engagement metrics
Contribute to churn mitigation strategies
Follow standardized operating procedures for workflow optimization
You Will Love This Job If You Have
2-3+ years of experience in a relevant field such as customer success, account management, or client services
Strong appetite for analytics and advancement driven by data
Excellent organizational skills and ability to manage multiple priorities efficiently
Adaptability to different client needs and engagement approaches
Exceptional interpersonal skills for building and maintaining client relationships
Experience with CRM platforms (Salesforce preferred) and customer success technologies (Totango preferred)
Ability to thrive in a lean, self-propelling, proactive environment
Experience with or knowledge of public sector organizations preferred
Change management experience valued
Commitment to diversity of thought and consideration of different ideas
Performance Metrics:
Client engagement effectiveness
Customer satisfaction scores and Net Promoter Score (NPS)
Customer retention rates
Product adoption metrics
Process efficiency achievements
Expansion opportunity identification
Account growth through upsell and cross-sell where applicable
Travel Requirements: This position may require domestic U.S. travel for Client Meetings in your designated portfolio, with frequency varying based on client segment assignment, as global conditions allow.
Pay Range USD $60,600.00 - USD $73,000.00 /Yr. About Us
Don't have all the skills/experience mentioned above? At Granicus, we are trying to build diverse, inclusive teams. We do not have degree requirements for most of our roles. If you don't meet every requirement above but are excited to learn more, we encourage you to apply. We might just be able to find another role that could be a perfect fit!
Security and Privacy Requirements
Responsible for Granicus information security by appropriately preserving the Confidentiality, Integrity, and Availability (CIA) of Granicus information assets in accordance with the company's information security program.
Responsible for ensuring the data privacy of our employees and customers, their data, as well as taking all required privacy training in a timely manner, in accordance with company policies.
The Team
We are a remote-first company with a globally distributed workforce across the United States, Canada, United Kingdom, India, Armenia, Australia, and New Zealand.
The Culture
At Granicus, we are building a transparent, inclusive, and safe space for everyone who wants to be
a part of our journey.
A few culture highlights include - Employee Resource Groups to encourage diverse voices
Coffee with Mark sessions - Our employees get to interact with our CEO on very important and
sometimes difficult issues ranging from mental health to work-life balance and current affairs.
Microsoft Teams communities focused on wellness, art, furbabies, family, parenting, and more.
We bring in special guests from time to time to discuss issues that impact our employee
population
The Impact
We are proud to serve dynamic organizations around the globe that use our digital solutions to make the world a better place - quite literally. We have so many powerful success stories that illustrate how our solutions are impacting the world. See more of our impact here.
The Benefits At Granicus, we offer a comprehensive and flexible benefits package designed to support your well-being, growth, and work-life balance-starting from day one.
Here's what you can expect as a U.S.-based team member:
Flexibility & Balance
Flexible Time Off - Take the time you need to rest, recharge, and live your life.
Company-Wide Wellbeing Days - Paid days off to unplug and focus on your mental health.
Work From Home Reimbursement - Support a productive home office environment.
Health & Wellness
Multiple Health Plan Options - Including a 100% employer-paid plan.
Employer HSA Contributions - When enrolled in a High-Deductible Health Plan.
Fitness Reimbursement Program - Stay active, your way.
On-Demand Mental Health Support - Access to Headspace and other wellness tools.
Family & Future
Paid Parental Leave - For both birthing and non-birthing parents.
Traditional & Roth 401(k) - With a generous company match.
Life & AD&D Insurance - 100% employer-paid coverage for peace of mind.
Growth & Recognition
Online Learning Platforms - Fuel your professional development.
Competitive Salary & Bonuses - Your contributions are valued and rewarded.
Equal Opportunity Employer Granicus is committed to providing equal employment opportunities. All qualified applicants and employees will be considered for employment and advancement without regard to race, color, religion, creed, national origin, ancestry, sex, gender, gender identity, gender expression, physical or mental disability, age, genetic information, sexual or affectional orientation, marital status, status with regard to public assistance, familial status, military or veteran status or any other status protected by applicable law.
$60.6k-73k yearly Auto-Apply 1d ago
Inbound GWA- 4:30 AM - 1:00 PM
HD Supply 4.6
Retention specialist job in Groveport, OH
Preferred Qualifications
Prior experience working in multiple departments in a distribution center.
Previous experience operating material handling equipment.
Ability to understand written material.
Job Summary
Works in multiple departments within a distribution center, including case pick, shipping, receiving, returns, loading, order processing, and replenishment. Operates material handling equipment to move inventory within the facility.
Major Tasks, Responsibilities, and Key Accountabilities
Uses material handling equipment to locate and deliver products, supplies, and equipment to designated areas.
Assists with staging and loading orders into trucks for customer delivery.
Verifies quantity and quality of incoming products from vendors and distribution centers.
Uses packing list information to collect items for customer orders, including building and wrapping pallets of products.
Examines and inspects stock items for wear and defects and notifies management of inventory issues.
Returns misplaced products to proper storage areas.
Maintains a clean working environment in accordance with company safety policies.
Performs inventory control functions as needed.
Nature and Scope
Refers complex, unusual problems to supervisor.
Under general supervision, exercises some judgment in accordance with well-defined policies, procedures, and techniques. Work typically involves regular review of output by a senior coworker or supervisor.
Work Environment
Typically located in a comfortable environment but with regular exposure to factors that may cause noticeable discomfort or a moderate risk of accident or illness, such as temperature extremes, moving machinery, loud noises, and fumes.
Ability to lift and carry up to 50 pounds in a physical environment. Ability to stand for periods of time up to and exceeding 60 minutes. Ability to make repetitive movements, such as using a 10-key or calculator, bending, or squatting.
No travel required.
Education and Experience
HS Diploma or GED strongly preferred. Specialized skills training/certification may be required. Generally 2-5 years of experience in area of responsibility.
CA, CO, CT, D.C., HI, IL, MA, MD, MN, NJ, NV, NY, OH, RI, VT , WA Job Seekers:
Pay Range
$18.50-$21.25 Hourly
HDS provides the following benefits to all permanent full-time associates:
Medical (with Prescription drug coverage), dental, and vision plans
Health care and Dependent Care FSA (as applicable)
401(K) with company match
Paid Holiday, Vacation, Personal Time, and Wellness Day
Paid Sick Time
Life and Accidental Death & Dismemberment Insurance
Short and Long-term Disability Insurance
Critical Illness Insurance
Accident Insurance
Whole Life insurance
Commuter Benefits
Tuition Reimbursement
Employee Assistance Program
Adoption and Surrogacy Assistance
CA, CO, CT, D.C., HI, IL, MA, MD, MN, NJ, NV, NY, OH, RI, VT and WA law requires the posting of the potential salary range for advertised jobs. Individual base pay is determined based on a variety of elements including market data, experience, skills, internal equity and other factors.
Our Goals for Diversity, Equity, and Inclusion
We are committed to creating a culture that promotes equity, respect, and advocacy for every HD Supply associate. We value the diversity of our people.
Equal Employment Opportunity
HD Supply is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
Job DescriptionAbout The Strickland Group: The Strickland Group is a family-driven, vision-first financial services agency helping families protect and build wealth through life insurance and retirement solutions. This is a 100% commission, remote role with flexible hours, mentorship, and a clear path to agency ownership. You'll meet with warm leads, uncover needs, present options, and help clients put protection in place. Training is provided; no experience required, but strong work ethic, coachability, and a desire to grow are musts.
$45k-85k yearly est. 28d ago
Remote Call Center Sales Specialist
MDS Communications
Remote retention specialist job
MDS Communications is looking to hire Call Center Representatives!
Are you seeking a job with real purpose-where your efforts help people in need and support causes you care deeply about? As a Communication Specialist at MDS Communications, you won't just make calls-you'll make a difference.
For over 33 years, the nation's most respected non-profits have partnered with MDS Communications to lead impactful telephone fundraising programs and donor communications. With over 400 employees across 18 states, we're one of the largest and most trusted names in the industry. Our clients include renowned charities like: Special Olympics, Habitat for Humanity, CARE, Heifer International, Operation Smile, Project Hope, Save the Children, the International Fellowship of Christians and Jews, The American Red Cross, and Christian ministries like Focus on the Family, Prison Fellowship, the Navigators and Catholic Medical Mission Board. We are fully registered in all 50 states and uphold the highest standards of legal and ethical compliance.
As an MDS Communication Specialist you will:
Receive in-depth training.
Be assigned to one of four MDS “Teams” that calls on behalf of a set of MDS clients.
Call for 4-8 different clients over the course of an 8 hour day, using predictive dialing equipment. We typically handle about 16-24 completed calls per hour with an average of about 20 - 30 seconds between calls.
Communicate with donors and prospective donors in a positive, engaging and enthusiastic manner using a carefully crafted script that is approved by our clients.
Secure financial gifts from donors and prospective donors on behalf of our clients.
Maintain minimum fundraising and productivity metrics.
Successful applicants will bring:
1 year or more of successful outbound telemarketing experience or a strong general employment record with long term stability
Dedicated wired internet connection
A quiet place to work at home free from normal household interruptions
Basic computer skills.
A commitment and enthusiasm to the charitable and non-profit causes we represent.
A willingness to learn.
Persistence
Benefits of joining MDS:
$15-$16 per hour for 40 hours shifts (depending on schedule).
Participation in our performance bonus program (MDS paid $635,000 in bonuses in 2024, equating to over $12,000 per week). Top performers consistently earn $8-$10+ in hourly bonus on top of the wages mentioned above.
Paid break time.
Health insurance eligibility after just 2 months. MDS pays 75% of base employee premiums.
Paid time off.
The opportunity to advance to management positions, Inbound Donor Services positions, as well as manage portfolios of $1k-$10k donors for our clients. MDS seeks to promote from within whenever possible.
MDS Communications is a faith-based company rooted in Christian values. While we don't require employees to share our beliefs, we do ask they respect our desire to be salt and light in a dark and desperate world -both through our work and how we treat one another. Because God loves redemption stories, we're proud to be a recovery-friendly workplace. If you are sober and committed to extending your sobriety, we want to help you on that journey.
$15-16 hourly 38d ago
Client Advocate Specialist
Health Catalyst 4.7
Remote retention specialist job
Join one of the nation's leading and most impactful health care performance improvement companies. Over the years, Health Catalyst has achieved and documented clinical, operational, and financial improvements for many of the nation's leading healthcare organizations. We are also increasingly serving international markets. Our mission is to be the catalyst for massive, measurable, data-informed healthcare improvement through:
Data: integrate data in a flexible, open & scalable platform to power healthcare's digital transformation
Analytics: deliver analytic applications & services that generate insight on how to measurably improve
Expertise: provide clinical, financial & operational experts who enable & accelerate improvement
Engagement: attract, develop and retain world-class team members by being a best place to work
Role: Client Advocate SpecialistProduct Team: CRStarLocation: US RemoteTravel:
Provide first line of support for client questions and issues. Assist in issues pertaining to the use of the software.
Engage with clients to better understand changing needs and priorities, in turn to help prioritize new features and services.
Develop and maintain client relationships; proactively engage with clients in designated territory to understand their utilization, changing needs, broader circumstance around registry engagement with the cancer center administration with the goal of engaging with Registry Team leaders, Cancer Center leaders or Oncology Service Line leaders.
Coordinate implementation efforts with new clients to include building the plan, training and set up
Engage with regional state associations with the objective of establishing leadership credentials. Attend regional state and national conferences as needed.
Maintain knowledge of state and national standards
Assist and coordinate with the Manager of Education to provide ongoing education and training for existing clients.
Assist the Director, Growth with new prospects in the designated region, which may include software demonstrations on line or on site
Periodically, support continuing Product Management and enhancement efforts
Periodically, support Software quality and testing efforts as needed.
Become the Subject Matter Expert in one key area that will support the company's objectives.
What you bring to this role:
Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
Excellent computer proficiency (MS Office - Word, Excel and PowerPoint)
Good presentation skills
At least 3 years Cancer Registry experience, preferably with CRStar.
Active Certified ODS-C, certification required
Information Security and Compliance Responsibilities:
Maintain compliance with training directives required by the organization pertaining to Information Security, Acceptable Use Policy and HIPAA Privacy and Security.
Adhere to and comply with the organizations Acceptable Use Policy.
Safeguard information system assets by identifying and reporting potential and actual security events to the organizations Security and Compliance Officers.
The above statements describe the general nature and level of work being performed in this job function. They are not intended to be an exhaustive list of all duties, and indeed additional responsibilities may be assigned by Health Catalyst.
Studies show that candidates from underrepresented groups are less likely to apply for roles if they don't have 100% of the qualifications shown in the job posting. While each of our roles have core requirements, please thoughtfully consider your skills and experience and decide if you are interested in the position. If you feel you may be a good fit for the role, even if you don't meet all of the qualifications, we hope you will apply. If you feel you are lacking the core requirements for this position, we encourage you to continue exploring our careers page for other roles for which you may be a better fit.
At Health Catalyst, we appreciate the opportunity to benefit from the diverse backgrounds and experiences of others. Because of our deep commitment to respect every individual, Health Catalyst is an equal opportunity employer.
$42k-70k yearly est. Auto-Apply 49d ago
Client Access Specialist
Neighborhood Service Organization 3.9
Remote retention specialist job
Job Title: Client Access Specialist
Department: Centralized Patient Access
Reports To: Client Access Manager
FLSA Status: non-Exempt
Client Access Specialists will provide exceptional customer service and knowledge of NSO's programs, services, and policies to assist callers with inquiries, requests, appointments, complaints, verifications, and problems. They must meet or exceed key performance metrics while handling a high volume of inbound calls in a fast-paced environment. Successful candidates must possess strong communication skills, time management, and organizational skills.
This position promotes the mission, vision, values and strategic plan of Neighborhood Service Organization and helps to achieve the strategic goals and objectives of the unit in an administrative capacity for specified NSO clinics.
Requirements and Duties
Answer high volume of phone calls, route, and respond appropriately
Schedule appointments for consumers
Confirm upcoming appointment times and reschedule if necessary
Monitor clinician calendars and schedule appointments
Perform insurance verification and confirm consumer demographic and contact information
Register new consumers in the electronic medical records system
Monitor for referrals and conduct follow up activities
Perform other clerical duties such as filing, photocopying, transcribing and faxing
Manage patient demographic and personal information.
Issue medical files to persons and agencies compliant to all NSO policies, state and federal laws, including HIPAA regulations.
Compile, verify, type, file medical records, correspondence, and reports
Update records upon receipt of new information
Assist with departmental / unit audits and investigations.
Distribute medical charts to the appropriate departments / units within NSO.
Maintain quality and accurate records by following NSO procedures.
Ensure consumer charts, paperwork and reports are completed in an accurate and timely manner.
Ensure all medical records are protected and kept confidential
Other duties as assigned.
Work Environment
Works in an office environment and uses a computer, telephone and other office equipment as needed, to perform duties.
The noise level in the work environment is typical of that of an office with occasional contact with consumers/patients.
Bends, stoops and reaches in order to file, search for and retrieve records and documents. Manual dexterity and regular fine-finger and hand/wrist motions are required for operating a keyboard, writing and filing.
Must be able to lift up to 15lbs on occasion
Seeing/vision, talking/speaking and listening/hearing are continuously required.
Frequently required to sit & stand during working hours Frequently required to sit, walk or drive.
Occasionally required to travel between work locations.
Requirements
Qualifications:
Education : High School Diploma or equivalent
Minimum Required Experience 1-year minimum experience in a call center, administrative assistant, receptionist or related role
Additional Requirements
Proficiency in MS Office (Word, Excel, PowerPoint & Outlook)
Proficiency in electronic medical records systems
Ability to learn additional software
Proficiency in general office equipment (PC, printer/fax/copier, telephony system)
Proficiency in data entry, filing
Valid Michigan Driver's license/access to private transportation.
Required Skills/Abilities:
Excellent verbal and written communication skills.
Proficient in Microsoft Office Suite or related software.
Experience working remotely and proficient with software/tools related to remote work.
Experience working with data in all forms including electronic formats and databases.
Ability to interact with staff, students, parents, and visitors at school while remaining professional, polite, and courteous.
E.E.O.C. Statement
The above elements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities and duties of personnel so classified, or a contractual commitment, and NSO retains the right to amend or revise this job description at any time.
NSO is an Equal Opportunity Employer and is committed to excellence through diversity and considers candidates without regard to sex (including pregnancy related conditions) genetic information, race, color, weight, height, religion, nation ,origin, citizenship, age, disability, martial or veteran status, misdemeanor arrest record, sexual orientation, transgender status or gender identity or any other legally protected status