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Manager, Salesforce CRM (Operational Lead)
Apryse
Service advisor job in Charlotte, NC
The Role: Apryse is seeking a Manager of Salesforce CRM (Operational Lead) who brings strong, hands-on Salesforce expertise, can oversee day-to-day activity, and has the aptitude to grow into a broader leadership role. This role is ideal for a high-performing senior admin who enjoys solving problems, driving improvements, and supporting a cross-functional team - not someone who needs everything defined or mapped out for them.
You will be the player/coach of the Salesforce Admin function: Executing configuration work, supporting the business, guiding junior admins/contractors, and ensuring our core GTM systems run smoothly. You should thrive in ambiguity, collaborate well with others, and bring a proactive, positive attitude every day.
This is not a "big strategy" role - it's a day-to-day operational leadership role for someone who can think clearly, communicate well, and keep the engine running while also spotting opportunities to improve process, quality, and user experience.
Please note that candidates must be able to work Eastern Standard Time (EST) hours, as the position requires leadership and support across a global team.
Responsibilities:
Team & Workflow Leadership
Serve as the operational lead for the Salesforce Admin team (player/coach model).
Oversee workload management, ticket triage, prioritization, and day-to-day issue resolution.
Provide guidance, feedback, and support for junior admins and contractors.
Help build the team from the ground up - including processes, norms, and expectations.
Hands-On Salesforce Administration
Perform and oversee configuration across Sales Cloud, Service Cloud, and CPQ as needed.
Build and optimize: flows, fields, objects, validation rules, record types, permissions, and layouts.
Maintain org structure, documentation, data hygiene, and change management standards.
Conduct quality checks and ensure changes follow defined deployment processes.
Support Salesforce CPQ in a day-to-day operational capacity (pricing, product rules, approvals, troubleshooting).
Spot opportunities for cleaner configuration, process efficiency, and error reduction.
Collaborate with Sales Ops, Finance, and RevOps to resolve quoting issues quickly.
Systems Oversight & Improvement
Monitor system health, integrations (e.g., Boomi), and automation behavior daily.
Identify patterns, risks, and improvement opportunities across the CRM ecosystem.
Recommend tactical enhancements to reduce friction, improve usability, and increase data reliability.
Work through ambiguity and help shape clearer processes as the environment evolves.
Cross-Functional Collaboration
Partner closely with Sales, CS, Finance, Legal, Marketing Ops, and RevOps on requests and enhancements.
Translate business needs into clear tasks or configuration changes.
Communicate with calm, clarity, and confidence - even when navigating incomplete information.
Requirements:
8+ years of Salesforce admin experience
Solid understanding of CPQ, Sales Cloud, and a strong understanding of the GTM tech ecosystem
Experience guiding or mentoring admins/contractors
Strong communication skills across business and technical audiences
Experience with release management, sandboxes, and deployments
SaaS or high-growth company experience preferred
Hands-on builder who takes pride in accuracy and best practices
Salesforce Certifications: Admin, Advanced Admin, Platform...etc.
Benefits:
Competitive salary commensurate with experience and qualifications.
A comprehensive extended benefits package including health, dental and vision for you and your family, with company paid offerings.
401K savings program with company match.
Generous paid time off (PTO) is offered to support the ability to rest and recharge.
A great team environment and resources, supporting you to do the best work of your life and providing unlimited career growth potential.
Highly autonomous and entrepreneurial environment.
Annual recurring WFH allowance for you to purchase items you need for your home office.
Ongoing support for learning development so you can master your craft.
Work with the hardware you're most comfortable with (Windows or Mac).
Diverse and inclusive workplace where we all learn from each other.
Company Description
As the industry-leading provider of document software development (SDK) technology powering everything from traditional desktop software to innovative web and mobile applications, at Apryse we are committed to delivering cutting-edge technology solutions that empower our clients to achieve their goals. With a broad international portfolio of combined companies, products, and leading technologies, we are actively changing the way the world works with documents to make work better and life simpler.
Customers like IBM, Autodesk, DocuSign, Boeing, Microsoft (and many more!) come to us to realize their web and mobile strategies for document management, editing, and collaboration as the #1-ranked commercial document SDK of choice for companies worldwide. As a result, you can find our document technology in thousands of solutions, including those of household names, used by millions across virtually every industry. Our XODO app alone has 25M unique installs -- and counting -- and the highest ratings among PDF productivity apps on the largest online app marketplaces.
Ready to join our team?
If you are interested in helping Apryse deliver on its commitments and taking your career to the next level, we invite you to apply online now. Additionally, we view the above section as a guide, not a checklist. We welcome diverse and non-traditional backgrounds and encourage you to apply even if you do not have every requirement listed.
The compensation for this position is commensurate upon experience, with a range between $95,000.00-$128,000.00 USD in on target earnings.
We are committed to a work environment that is inclusive to all and free of discrimination. It is our policy to be an equal opportunity employer without regard to race, color, religion, sex, age, national origin, disability, sexual
$95k-128k yearly 5d ago
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Customer Service Assistant
Alphabe Insight Inc.
Service advisor job in Charlotte, NC
About Us Property Soar is a forward-thinking real estate solutions company dedicated to elevating property management, client satisfaction, and operational excellence. We focus on building strong professional teams that drive long-term success, innovation, and exceptional service. Our culture empowers individuals to grow, lead, and create meaningful impact within a dynamic and supportive environment.
Job Description
We are seeking a detail-oriented and service-driven Customer Service Assistant to join our team in Charlotte, NC. In this role, you will support daily operations, assist clients, and help maintain smooth communication across departments. This position is ideal for a proactive individual who enjoys problem-solving, staying organized, and providing exceptional customer support.
Responsibilities
Respond to client inquiries with professionalism and accuracy.
Assist in maintaining updated records, files, and documentation.
Coordinate communication between clients and internal teams.
Provide support in scheduling appointments and property-related tasks.
Ensure a high level of service quality in every interaction.
Identify opportunities to improve processes and client satisfaction.
Qualifications
Qualifications
Strong communication and interpersonal skills.
Excellent organizational and multitasking abilities.
Ability to handle inquiries with clarity, patience, and problem-solving.
Proficiency with basic office software and digital tools.
Strong attention to detail and commitment to accuracy.
Ability to work independently and in a collaborative environment.
Additional Information
Benefits
Competitive salary ($47,000 - $52,000 per year).
Career growth and development opportunities.
Supportive and professional work environment.
Skill-building and ongoing training.
Stable, long-term job position.
$47k-52k yearly 5d ago
Client Specialist
Barry's 3.7
Service advisor job in Charlotte, NC
We appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, citizenship or immigration status, or any other legally recognized protected basis under federal, state, or local law. Applicants with disabilities who need assistance with the application process may be entitled to a reasonable accommodation in accordance with applicable law. If you need assistance in completing this application or with the application process because of a disability, please contact the People and Culture Department (*****************).
Barry's is the Best Workout in the WorldTM. Founded in West Hollywood in 1998, it's the original strength and cardio interval fitness experience that provides an immersive, high-intensity, one-hour workout that's as effective as it is fun. Our fitness classes alternate between working out with weights and running on a treadmill. Each day focuses on a different muscle group in order to achieve real results and to prevent injuries. Our program is designed to tone muscle and maximize fat loss, while spiking the metabolism for up to 48 hours following the class.
Please be aware that smoking is prohibited in all indoor areas of Barry's studios and corporate offices.
About the Role
Client Specialists are the first line of contact at all Barry's studios. As such, they are well-versed in all aspects of our business complying with company policies, procedures and directives. Client Specialists are key to developing lasting client relationships through providing superior hospitality and assisting clients with class selections, bookings, and questions; maintaining a clean studio; FuelBar orders; and merchandise purchases. Our Client Specialists are excellent communicators and positive brand ambassadors, helping convey memorable experiences for our clients. Their passion for Barry's is conveyed in every client interaction. We are looking for passionate, hard-working, reliable, team-oriented, and forward-thinking problem-solvers with outgoing interpersonal skills, a love for health, an excitement for our brand, and the desire to be a part of building a stronger Barry's community. This position encompasses the following responsibilities, each of which is carried out in equal measure: Front Desk, Facilities & Fuel Bar.
What You'll Do
Front Desk Responsibilities:
* Client Experience: Understanding of hospitality principles & processes and ability to execute as part of the Barry's Client Experience
*
Support the client experience with hospitality and studio amenities to build personalized experiences with the goal of positively impacting both sales and service
Be an effective brand ambassador, ensuring clients are warmly welcomed, assisted accordingly, and have a memorable experience commensurate with the Barry's brand
Establishing and maintaining Interpersonal Relationships: The candidate must develop constructive and cooperative working relationships with clients/staff, and maintain them over time
Assist clients, building individual connections, and providing direction with any questions or concerns
Communicating with Supervisors, peers: the candidate must provide information to supervisors and co-workers, by telephone, in written form, e-mail, text, or in person in a timely and efficient manner
Deliver first class client experience at all times
Ensure a clean and welcoming atmosphere at all times by assisting in studio cleaning, restocking, and upkeep as needed
Guide clients with regards to the latest studio promotions, membership discounts and/or special events
Maintain product knowledge for all studio retail operations
Participate in all relevant training and development programs and meetings as directed by Operations leaders
* Have flexibility with schedule, having the ability to work weekends, holidays, morning or night shifts and adhere to work schedule, and meeting minimum availability requirements
Fuel Bar Responsibilities:
* Deliver quality protein smoothies and customer service in the Fuel Bar
*
Handle pre-orders and orders on the spot, custom to each client's needs
Assist clients with questions and product selection
Complete client's orders in a timely manner utilizing a POS transaction
Maintain fuel bar department areas clean and sanitized
Follow departmental procedures for safety, proper food handling, and sanitation according to local, state, and federal health code regulations
Properly rotate merchandise in refrigerated coolers and department tables, paying special attention to spoiling goods according to company policy
Prepare various fuel bar goods following company recipes
Facility Maintenance:
Prepare studio spaces before, after, and in-between classes by cleaning exercise equipment, sweeping, mopping and/or vacuuming floors, and wiping mirrors
Support in cleaning and maintaining of locker rooms to brand standard as directed
Regular deep cleaning, organization, and service of common areas, including the lobby space, FuelBar, Red Room/Lift/Ride spaces, retail shelves, locker rooms, hallways, and storage areas
Conduct small studio repairs when appropriate
Laundry services, including collecting, washing, and folding towels
Adhere to daily and weekly cleaning and maintenance checklists
Customer Service:
Ensure all existing and new clients are provided with the highest level of hospitality
Maintain client database and utilize information to increase client contact
Attend social functions within the community to generate new business, invite current and prospective clients to in-studio events, and reach out through curated clienteling tools
Qualifications
Strong hospitality skills and alignment with Barry's Mission, Vision and Values.
Ability to work either a full-time or part-time schedule
Full-time employees: Must be available for a minimum of 30 hours per week with minimal restrictions. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs.
Part-time employees: Must be available for a minimum of 24 hours per week and minimum of 3-4 hours per available shift depending on state regulations. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs.
Friendly, outgoing personality and enjoy social interaction
Exhibits enthusiasm for the studio and for the job
Must be a patient, courteous listener, able to show empathy
Responding to clients request with a can-do attitude
Cooperative manner with a focus on team culture.
Ability to prioritize and work within a fast-paced environment
Exceptional cleaning skills and a clear understanding of what constitutes a sanitary environment
Have an eye for detail and care for the studio's appearance and cleanliness
Work as a cohesive team with all Barry's staff members to ensure efficiency and effectiveness
Maintain a professional appearance and behavior
Demonstrate excellent communication skills
Candidates must be at least 18 years or older to apply
$40k-75k yearly est. 5d ago
Customer Service Associate
American Signature, Inc. 4.5
Service advisor job in Charlotte, NC
At American Signature Inc., we believe everyone has the right to a well-furnished life. Every day, our customers embark upon their personal style journey-an adventure. To that purpose, we are committed to providing our customers with an easy and fun furniture shopping experience. The Customer Service Associate is critical in ensuring we meet that goal. This person serves customers by answering questions, forwarding messages, confirming orders, scheduling deliveries and keeping customers informed of their order status. The Customer Service Associate is responsible for executing all office operations.
Some of the functions the Customer Service Associate will perform:
Embodies our values: Adventure Guides, Serve Others and Own It
Assists in fostering an energetic and positive working environment
Frequently communicates with customers via phone
Partners with all team members to create an easy transaction and great in home delivery service
Develops strong relationships with customers who shop with us in-store and online
Listens to the customers' needs and presents possible options
Requirements
The Ideal Candidate will have, among other skills and abilities:
High school diploma or general education degree (GED); or equivalent combination of education and experience
Ability to read, write and comprehend simple instructions, short correspondence, and memos
Ability to effectively present information in one-on-one and small group situations to customers and team members
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Demonstrated ability to handle customer calls displaying good phone skills
Track record of serving others and putting team goals first
Owners mindset; takes ownership over everything within scope of responsibility
Embody an adventure guide; passion for the business, bringing curiosity and innovation to the job
Proactive approach; identifies and solves problems
Adaptability; flexible to shifting priorities and a changing environment
Desire to continuously improve
If you are selected for an interview, a formal job description is available. Your interviewer can answer any questions you may have about your role in our company.
$20k-26k yearly est. 5d ago
Client Relationship Specialist
Brightway 4.4
Service advisor job in Charlotte, NC
About Brightway Established in 2008 Brightway has grown to become one of the largest privately owned propertycasualty insurance distribution companies in the US with more than 350 agencies in 38 states and more than 14 billion in annual premiums Brightway is a purpose and core value driven organization We provide a blueprint for a future proofed life Through our successful model agency owners focus on protecting their clients most important assets through consultation curated choice and confidence While Brightway focuses on our agency owners through back office marketing support and constant learning and development Additionally Brightway builds integrates and launches best in class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success Scope The Engagement Center ensures that Brightway clients receive exceptional service This position provides a broad range of insurance related customer service and business development support by cultivating maintaining and enhancing an organizations relationships with its clients & Agency Owners This role contributes to Brightways retention and community building efforts with carriers ensuring seamless service delivery This individual will play a pivotal role in ensuring that clients feel valued and understood which is crucial to fostering long term loyalty and satisfaction Job Responsibilities Client Interaction & Support Manage inbound requests via phone email and other communication channels ensuring timely and effective resolutions Provide exceptional service by addressing inquiries processing requests and resolving concerns with professionalism and efficiency Documents interactions accurately in CRM and other systems Sales & Retention Proactively engage and maintain relationships with clients through outbound calls to offer additional products policy reviews and solutions tailored to their needs Implement upsell and cross sell opportunities to drive business growth while ensuring client satisfaction Drive policy renewals and retention efforts by educating clients on coverage options and benefits Process Improvement & Collaboration Leverage emerging technology to streamline workflows improve efficiency and enhance the client experience Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies Collaborate with internal teams and external agents to improve service quality and operational effectiveness Skills Licenses Certifications Must obtain a personal lines insurance license within 60 days of employment Strong customer service mindset with a passion for delivering exceptional experiences Ability to learn and effectively use Brightway systems CRM tools and insurance platforms High level of accuracy attention to detail and ability to multitask in a fast paced environment Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers Analytical problem solving skills with the ability to assess customer needs and present logical solutions Demonstrated ability to work both independently and as part of a team contributing to shared goals Tech savvy with a willingness to adopt and leverage new tools and processes Education and Experience This position requires a bachelors degree and 2 4 years experience in a customer service or sales environment Education or experience focused on insurance risk management or entrepreneurship is preferred but not required This position is onsite in CharlotteNorth Carolina Equal Employment Opportunity Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals We are an equal opportunity employer and do not discriminate based on race color national origin sex age disability religion sexual orientation gender identity or any other characteristic protected by applicable law We believe that a diverse workforce is essential to our success and fosters innovation creativity and collaboration We are dedicated to ensuring that our hiring promotion and training practices reflect this commitment We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve
$36k-58k yearly est. 5d ago
Client Service Associate
Bank of America 4.7
Service advisor job in Charlotte, NC
Charlotte, North Carolina
**To proceed with your application, you must be at least 18 years of age.**
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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for providing shared client service support to potentially multiple Financial Advisors (FAs) who have both short -term and long-term coverage needs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
**Required Qualifications:**
+ Minimum of one year of experience working in a client servicing operations capacity or in the banking/ financial industry
+ Proficient in Microsoft Word and Excel
**Desired Qualifications:**
+ Bachelor's Degree in a related field
+ Knowledge of investment and banking products, policies and procedures
+ Flexible and adaptable to changing business needs and evolving job expectations
+ Strong technological skills
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Time Management
+ Organized
+ Detail Oriented
+ Multi-tasking
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$36k-45k yearly est. 3d ago
Assistant Service Manager
Auto Plus Pep Boys 4.4
Service advisor job in Charlotte, NC
Support the service and tire team under the direction of the Manager, Store Service. Assist in driving sales across service labor, parts, tires, and fleet business and you provide essential selling and task support by partnering with management to ma Service Manager, Manager, Store Manager, Assistant, Customer Service, Selling Associate, Retail
$34k-41k yearly est. 5d ago
Service Specialist
Bass Pro Shops 4.3
Service advisor job in Charlotte, NC
The Service Specialist assists in all aspects of Service Department operations including unit inventory procedures, pre-delivery inspection (PDI) and delivery orientation. Position may also assist customers requiring service or warranty repairs for t Specialist, Service Manager, Operations, Retail, Delivery, Warranty, Management
$28k-33k yearly est. 5d ago
Customer Service Representative
Circle K Stores, Inc. 4.3
Service advisor job in Mocksville, NC
Shift Availability
Flexible Availability
Job Type
Customer Service Representative
We want you to join our team as a Customer Service Representative. If you have the desire to be challenged, work in a fast-paced, fun environment and to grow your career - look no further.
As a Customer Service Representative, you will enjoy:
Medical, Vision, Dental, & Life Insurance/Short & Long Term Disability
Flexible Schedules
Weekly Pay
Weekly Bonus Potential
Large, Stable Employer
Fast Career Opportunities
Work With Fun, Motivated People
Task Variety
Paid Comprehensive Training
401K With a Competitive Company Match
Flexible Spending/Health Savings Accounts
Tuition Reimbursement
Your key responsibilities:
You will greet customers, run the register, cashier, make purchase suggestions and sometimes work with our food program. There is never a dull moment as you will be working around the store (inside and out) in many different areas to help maintain our high standards for store appearance and provide fast and friendly service to our customers.
Provide regular and predicable onsite attendance.
You will interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store!
You are good at:
Selling products to customers
Providing excellent customer care
Communication and friendly conversation
Performing at a quick pace while having fun
Working as part of a team to accomplish daily goals
Coming up with great ideas to solve problems
Thinking quickly and offering suggestions
Great if you have:
Retail and customer service experience
Sales associate or cashiering experience
High school diploma or equivalent
Motivation to advance in your career!
Willingness to learn and have fun!
Physical Requirements:
Ability to stand and/or walk for up to 8 hours
Lift and/or carry up to 30 pounds from ground to overhead up to 30 minutes in a shift
Occasionally lift and/or carry up to 60 pounds from ground to waist level
Push/pull with arms up to a force of 20 pounds
Bend at the waist with some twisting up to one hour a shift
Grasp, reach and manipulate objects with hands. This handwork requires eye-hand coordination, and may require climbing a ladder to store and retrieve materials or place and remove signs
Circle K is an Equal Opportunity Employer.
The Company complies with the Americans with Disabilities Act (the ADA) and all state and local disability laws. Applicants with disabilities may be entitled to a reasonable accommodation under the terms of the ADA and certain state or local laws as long as it does not impose an undue hardship on the Company. Please inform the Company's Human Resources Representative if you need assistance completing any forms or to otherwise participate in the application process.
Click below to review information about our company's use of the federal E-Verify program to check work eligibility:
In English
In Spanish
$25k-31k yearly est. 5d ago
Automotive Service Consultant
Woodie's Auto Service & Repair
Service advisor job in Charlotte, NC
Benefits:
Paid Training
Paid Holidays
Sensational Vacation Benefits
Dental and Vision Benefits
401(k) with Company Match
Life Insurance
401(k)
401(k) matching
Competitive salary
Dental insurance
Employee discounts
Free uniforms
Health insurance
Opportunity for advancement
Paid time off
Vision insurance
Are you ready to be a part of a TRUE winning culture?!
Woodie's Auto Service is looking for a GREAT ServiceAdvisor to join our family! We believe you can take us to the next level and we can do the same for you. We've built a business that challenges the status quo, rewards exceptionalism, and provides a comfortable life for all of us. We are constantly looking to innovate, make improvements, and set the bar higher for ourselves and the automotive industry.
We know the work is tough which is why we offer a number of Stellar benefits:
401(K) with Company Match
Health Insurance Coverage
Life Insurance Coverage
Dental and Vision Benefits
Paid Vacation
Paid Holidays
Paid Training
No Nights
No Sundays
Job Description:
Most importantly, you will focus on building a relationship, based on trust and communication, with our clients. You will serve as an advisor to our clients by guiding them through their vehicle's repairs and maintenance. Finally, you will act as an intermediary between our clients and technicians to ensure a constant stream of accurate and reliable information which will further our goal to provide an unparalleled service experience for our clients.
All candidates are required to have a high school diploma or GED and valid drivers license. Based on your ability and willingness to learn, you will have the opportunity to advance to other positions within the company.
Pay: From $50,000.00 per year to over $100k!
About Woodie's Auto Service: We are locally owned and operated and have multiple locations in the Charlotte & Charleston area. We have been on the leading edge of Automotive Service for over 60 Years.
$50k-100k yearly 18d ago
Customer Retention Specialist
CPI Security 4.7
Service advisor job in Charlotte, NC
Job Description
CPI Security, a leader in the security and automation solutions industry, is looking for a Customer Retention Specialist to join our growing team at our headquarters in Charlotte, NC! We are more than "just a security company," and we offer more than "just a job." CPI's mission is to protect our customers while providing world-class service and peace of mind. That's not something you can bottle up and sell - it's a feeling and a comfort our customers are guaranteed by our Customer Retention Specialists.
What You'll Do:
Provide fantastic customer service focused on dispute resolution and overcoming challenges
Build value in the CPI brand to drive long term relationships with customers as a leading competitor in Security and Home Automation industry.
Provide solutions-based approaches to retain customers who are considering service cancellation.
Champion the customer care process, which includes, troubleshooting technical issues, answer questions or concerns regarding systems or services.
Problem solve as you quickly identify the root cause of customer issues, pinpoint strategies to eliminate those issues, and work with customer to retain them.
Consistently improve retention rates and achieve retention goals.
Handle each call with empathy, compassion, and professionalism to ensure excellent customer service.
What We're Looking For:
Upbeat personality and a fun, positive attitude
1-2 years previous customer retention experience
Strong customer service and people skills
Ability to consistently meet and exceed performance targets
Coachability with a desire to grow professionally
Ability to work a flexible schedule, including weekends
Experience with CRM system such as SalesForce is a plus, but not required
Exceptional sales skills are a plus, particularly with strong upselling and closing abilities
What's In It For You:
$50,000 to $80,000 Annual Compensation
Base hourly rate with tiered commission structure, performance based, training and quarterly bonus
Higher shift pay for working nights and weekends
Great medical, dental, vision, 401(k) with company matching, short- & long-term disability and life insurance options. Company paid holidays, floating holiday, and PTO
Free monitored security system after 90 days.
Engaging and fun company culture that's made up of a diverse group of people
Talk about perks! An on-site café, coffee/smoothie bar, walking trail, basketball court, and state-of-the-art fitness facility with a dedicated Fitness Director
$26k-31k yearly est. 22d ago
Financial Services Consultant - Non Registered - Charlotte, NC National Contact Center
TIAA
Service advisor job in Charlotte, NC
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people-and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management.
But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. And weʼre hiring passionate, professional and caring Financial Services Consultants who are ready to join our coalition of champions.
This is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education.
But this is so much more than a call center job. As a Financial Services Consultant, you will impact the lives of thousands of participants each year, helping TIAA deliver its mission of providing guaranteed income for life. Beyond that, you will set your career on an exciting new path in the financial services industry. Over 1600 current associates began their TIAA journeys in our National Contact Center (NCC) and later changed course, ultimately arriving in entirely different career destinations including sales, learning, talent management and finance.
Every TIAA associate receives the benefits they need to achieve the same financial security we work to provide our clients. From our industry-leading pension program and family support benefits to making it easy to perform your best wherever you work, our experience is designed to set associates up for success. You can even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently licensed or registered.
Great Financial Services Consultants bring a wide range of experiences - there's no blueprint, although there are skills and qualities we look for:
- Strong customer service mindset
- Professionalism - reliable, possessing high quality standards, collaborative and team-oriented, respectful and inclusive, demonstrating strong attention to detail and able to work well in a structured operational environment
- Able to communicate clearly and professionally verbally and in writing
- Ability to prioritize multiple tasks and navigate multiple business systems
- Demonstrate care, compassion, and empathy
- A learner's mindset, being coachable and open to feedback
- Performs well in a scheduled work environment
- Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required).
While the Financial Services Consultant educates and provides services to participants, this job does not provide financial advice.
Key Responsibilities and Duties
Establishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning
Understands participant needs and outlines appropriate solutions leveraging TIAA products and services, explaining viable options using clear and simple explanations.
Answers participant questions by communicating financial plan details and providing further explanation when necessary.
Executes transactions and service requests on behalf of participant.
Maintains records of all participant interactions, including inquiries, complaints, and actions taken, as well as banking service transactions performed.
Refers participant to business partners when appropriate to help participant achieved their desired outcome.
Educational Requirements
Associate's Degree or Equivalent Experience Preferred
Work Experience
No Experience Required
FINRA Registrations
SRC Indicator: Series 6 or 7; Series 63
Licenses and Certifications
Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
5IC
Hybrid office presence
Candidates with SIE may be eligible for a $1500 bonus
The Start Date will be Apr 13th, 2026
Hours of operation are Mon - Fri 8:00 am to 9:00 pm Eastern Time
Must be able to successfully complete employment screening, including a Credit Report background check
Interview will be in-person
TIAA offers competitive compensation for this role by continually assessing market data and reflecting that in our pay ranges. Financial Consultants are paid at a base pay rate determined by your relevant experience and market data associated with the position and hiring location. Our total compensation package includes an hourly rate plus an annual bonus with a target of 15% of your base pay and eligible earnings. The potential total compensation range for this position based on the target bonus rate is between $47,000 and $66,700.
Related SkillsAdaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness
Anticipated Posting End Date:
2026-02-14Base Pay Range: $22.60/hr - $28.85/hr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
$47k-66.7k yearly Auto-Apply 2d ago
Sales & Service Consultant, Concord NC
A1 Garage Door Service
Service advisor job in Concord, NC
A Career Where Sales Meet Skilled Work
If you love closing deals and building relationships, but also don't mind rolling up your sleeves, this role is built for you.
At A1 Garage Door, our Sales & Service Consultants combine consultative sales with hands-on mechanical work. You'll meet homeowners who already need service, win their trust, recommend the right solution, close the sale-and then perform the repair yourself.
No garage door experience? We'll train you in every mechanical skill you need to succeed.
🤖We're piloting an AI assistant so you can interview anytime, 24/7. It helps us connect faster and gives more qualified candidates a chance. Give it a try! (Please check your email once you have completed your application.)
What Makes This Role Different
💰 Uncapped commissions: First-year earnings typically $90K-$150K+.
🏆 Your performance drives your paycheck-top performers routinely hit six figures.
🚐 Company vehicle (wrapped) + gas card-your mobile office.
🧰 All tools provided.
🏥 Medical, dental, vision & 401k.
🏖 Paid time off + weekly pay.
🎓 6 week paid training program. (2 weeks are in market, and 4 weeks at our Phoenix, AZ Training Academy. Flights & lodging covered).
🎉 One thousand dollar bonus when you graduate and launch in your market.
What You'll Actually Do
This is a sales role first, but you'll also get your hands dirty. Every day you will:
Sell
Meet homeowners on scheduled service calls.
Build trust quickly, explain options clearly, and close repair or upgrade sales.
Repair
Replace springs, rollers, motors and other door components.
Install keypads, run wiring, and adjust equipment for proper function.
Lubricate and test equipment to ensure smooth operation.
Use basic hand and power tools to complete the work you sell.
Serve
Deliver an outstanding customer experience that earns repeat and referral business.
Collect payments and document each job.
Who Thrives Here
Sales pros from industries like auto, RV, solar, roofing, real estate, or hospitality-anywhere your income depended on performance.
Relationship builders who love helping people and can explain technical info simply.
Hands-on doers who enjoy working with tools and aren't afraid of physical work.
Weather-ready professionals who can handle hot or cold garages.
Competitive, self-motivated individuals hungry for a six-figure + career.
What We Require
Valid driver's license (3+ years driving record)
Ability to lift 75 lbs., bend, climb, kneel, and work in varying temperatures.
Criminal background check and drug test (THC excluded).
Basic comfort with navigation apps, Google tools, tablets, and software.
Reading and basic math skills for measurements and payments.
Minimum of 1 year in consultative sales
Not the Right Fit If…
❌ You want a M-F, 9-5 desk job. We operate 7 days a week.
❌You're the pushy type. Our next customer may be your mom.
❌ You're uncomfortable interacting directly with customers.
❌ You dislike physical, hands-on work
🚀 If you're a sales-minded professional ready to pair consultative selling with mechanical know-how and earn six figures while doing it-apply today and start your career with A1 Garage Door Service!
#INDA1
Benefits and other cool stuff:
· Medical, dental, vision, 401K
· Paid Time Off
· Weekly Pay
· Internal Promotion opportunities
· Company swag
(Please note: benefits are not available for part time, temporary or contract roles)
A1 Garage Door (and affiliate companies) provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.
$90k-150k yearly Auto-Apply 3d ago
Customer Service Advisor - Migrant Help
Maximus 4.3
Service advisor job in Charlotte, NC
Description & Requirements Be part of something great Maximus is a global organisation that specialises in providing health and employment services to millions of people every year. Here in the UK we employ around 5,000 people across the country to deliver services that have a profound impact on people's lives. From assessments and health services to employability programmes and specialist support, we do work that matters with people who care.
We are more than just a call centre; we are a vital support line and a compassionate ear for some of the most vulnerable members of our communities, and we are seeking a dedicated Customer ServiceAdvisor to join our team.
This is a United Kingdom, Homebased position. You must be living in the United Kingdom, with the correct Right to Work in the UK (British passport/VISA etc.) to be considered for this role. Any applications from outside of the UK will not be considered.
This role will be working late shifts - 5 x 7.5 hour days between 12pm - 10pm Monday-Sunday and will work some weekends, which could be 1 Saturday or Sunday or on occasions the full weekend and some bank holidays.. The shifts will be a mixture of these hours and a rota will be provided in advance.
12pm - 8pm
1pm - 9pm
2pm - 10pm.
Start date: Monday 19th January 2026.
This role is perfect for someone who is passionate about providing help to those who need it most. As a Customer ServiceAdvisor in our contact centre, you will play a crucial role in delivering outstanding service to our service users by handling a high volume of calls, emails, and live chats. Partnering with the esteemed charity, Migrant Help, you will provide essential support to Asylum Seekers, making a significant difference in their lives.
1. Respond to service user enquiries, maintain accurate service user records, and escalate issues when necessary.
2. Identify and address safeguarding concerns promptly and effectively.
3. Meet customer service standards and performance goals.
4. Respond to difficult and sensitive cases with empathy, patience, and resilience.
5. Deliver information services across multiple channels (telephone, online, email, and live chat).
6. Resolve service user issues proactively, calmly, and professionally.
7. Offer guidance, tailored recommendations, and signposting to Service Users.
8. Follow established processes and adjust to evolving procedures.
9. Manage confidential information with strict adherence to data protection standards.
10. Proactively seek and address feedback to drive continuous improvement in role.
Qualifications & Experience
• Experience performing under pressure and handling demanding situations whilst staying calm and patient.
• Experience maintaining high levels of accuracy and attention to detail in all tasks.
• Experience collaborating with diverse teams to achieve common goals.
• Ability to solve complex problems and deliver solutions in a timely manner.
• Experience managing multiple tasks efficiently, ensuring deadlines are met and quality is maintained.
• Ability to resolve conflict, ensuring a positive outcome.
• Ability to work independently, demonstrating initiative and good decision-making skills.
• Strong written English skills to accurately input and record service user information.
Desirable
• Experience working with service users with additional needs and adapting to unique requirements.
• Awareness of mental health issues and a passion for further learning and development in this area.
Individual Competencies
• Ability to maintain composure and effectiveness in challenging and sometimes distressing situations, being able to regain stability following setbacks.
• Ability to listen and engage with service users, understanding their needs and replying appropriately.
• Ability to show empathy towards other's experiences and emotions.
• Clear, effective and engaging communication skills with service users.
• A positive approach to fostering an encouraging environment for colleagues and service users.
• Proficient using a variety of digital software applications, and openness to learning new technologies.
• Ability to prioritise time and tasks to meet deadlines and achieve objectives.
• An open approach to embracing diverse perspectives and adapting to new ideas and ways of working.
• Ability to adapt to changing environments and needs, being flexible and resilient in situations.
• Ability to demonstrate the Maximus Values by showcasing integrity, taking accountability for actions and decisions, and upholding high ethical standards.
Desirable
• Possess cultural awareness, with the ability to respect and interact with people from diverse backgrounds.
EEO Statement
Maximus is committed to developing, maintaining and supporting a culture of diversity, equity and inclusion throughout the recruitment process. We know that feeling included has a dramatic impact on personal wellbeing and are working to ensure that no job applicant receives less favourable treatment due to any personal characteristic. Advertisements for posts will include sufficiently clear and accurate information to enable potential applicants to assess their own suitability for the post.
We are a Disability Confident Leader, thanks to our commitment to the recruitment, retention and career development of people with disabilities and long term conditions. The Disability Confident scheme includes a guaranteed interview for any applicant with a disability who meets the minimum requirements for a job. When you complete your job application you will find a question asking you if you would like to apply under the Disability Confident Guaranteed Interview Scheme. If you feel that you have a disability and apply under this scheme, providing that you meet the essential criteria for the job, you will then be invited for interview. YourGuaranteed Interview application will only be shared with the hiring manager and the local resourcing team. Where reasonable, Maximus will review and consider adjustments for those applicants who express a requirement for them during the recruitment process.
Minimum Salary
£
25,185.00
Maximum Salary
£
25,185.00
$28k-34k yearly est. 7d ago
Customer Service
Thread True
Service advisor job in Charlotte, NC
HIRING IMMEDIATELY
We offer:
Competitive pay
Health, Dental, Vision, Telemedicine, Pet Insurance plus more!
401k enrollment
Paid sick leave, parental leave, and community service leave
The opportunity to be on the ground floor of a rapidly growing brand
Are you looking for a fun and exciting environment, flexible work schedule, or an opportunity for growth? Blending all of these together is the difference between a good job and a great career. You will discover a balance between work life and personal life, as well amazing benefits for your health, future, family and happiness.
Responsibilities:
● Provide the best customer service
● Effectively communicate with team
● Ensure quality 100% of the time.
● Oversee inventory and communicate needs
● Staying up to date with new training and procedures
● Maintain the overall cleanliness of space
$27k-34k yearly est. 60d+ ago
Service Consultant
AMSI Real Estate Services 4.2
Service advisor job in Charlotte, NC
ServiceAdvisor
Volkswagen of South Charlotte believes that its strength, continued success, future growth and profitability depend on building trusting relationships with our employees, customers and industry partners. Individual and organizational pride are critical elements of our future. Our people make all the difference. This belief fosters a commitment to provide opportunities for growth and new challenges for our employees so they may achieve professional development and personal fulfillment. Working with our local communities, we help and support those people and organizations whose fulfillment enhances their quality of life as it does our own.
Come join an award winning dealership!
Benefits:
Health insurance at group rate
Dental
Life Insurance
401k with employer match
Each consultant has their own office
Free lunch on Saturday
AC Shop
Newly renovated shop
Opportunity for growth, typically promote from within
Paid training- mentorship
Responsibilities:
Meet with customers and determine their needs for repair and/or service of their vehicle issues
Increase customer satisfaction by building customer relations.
Maintain the company's standards for ethical business practices, professional image, orderliness, customer service and good employee and community relations.
Monitor the progress of each vehicle throughout the day, and updating customers frequently
Increase profitability by maximizing sales & execute retail promotions.
Responsible for overseeing the technician working on customers' vehicle including their time management/efficiency, parts ordering, job completion times.
Oversee and participate in quality control.
Participate in the development and documentation of Standard Operating Procedures as appropriate.
Requirements:
High School Diploma or equivalent.
Accredited training in serviceadvisor skills, customer satisfaction and quality control.
Automotive serviceadvisor experience.
Ability to concentrate and accomplish tasks despite interruptions.
Ability to perform a variety of tasks simultaneously.
Must be willing to submit to a background check & drug screen
$29k-46k yearly est. Auto-Apply 60d+ ago
Service Consultant
Hyundai Motor America 4.5
Service advisor job in Wesley Chapel, NC
As a service consultant you will be responsible for initiating automotive services and repairs by ascertaining vehicle performance problems and service requests; verifying warranty and service contract coverage; developing estimates; writing repair orders; maintaining customer records. You will serve as the communicator and liaison between the customer and technician; ensuring the customer's needs are understood by the technician and the needed and recommended service/repairs are understood by the customer.
Education
High School
Experience
1-3 years
Employment Position: Full Time
Salary:
$60,000.00 - $90,000.00 Yearly
Salary is not negotiable.
Zip Code: 28110
$60k-90k yearly 39d ago
Customer Service Assistant
Alphabe Insight Inc.
Service advisor job in Charlotte, NC
About Us At Harvest Evo, we are dedicated to delivering excellence through innovation, precision, and genuine partnership. Our mission is to empower businesses with solutions that promote growth, efficiency, and long-term success. As a company built on integrity and collaboration, we take pride in creating a professional environment where every team member is valued and inspired to thrive.
Job Description
We are seeking a Customer Service Assistant to join our dedicated team in Charlotte. This role focuses on supporting customers through clear communication, efficient problem-solving, and a commitment to outstanding service. The ideal candidate will demonstrate professionalism, adaptability, and a customer-oriented mindset.
Responsibilities
Respond to customer inquiries via phone, email, and internal systems with accuracy and courtesy.
Assist in processing orders, tracking shipments, and resolving service-related issues.
Maintain detailed and organized records of client interactions.
Collaborate with internal departments to ensure customer satisfaction and timely resolution of concerns.
Contribute to improving processes and overall service efficiency.
Qualifications
Qualifications
Excellent written and verbal communication skills.
Strong organizational and multitasking abilities.
Detail-oriented and reliable in maintaining confidentiality and accuracy.
Proficiency in basic computer and office software.
Positive attitude and a team-focused mindset.
Additional Information
Benefits
Competitive salary range of $46,000 - $50,000 per year.
Opportunities for professional growth and advancement.
Supportive and inclusive work environment.
Comprehensive training and development programs.
Full-time, on-site position with stable career potential.
$46k-50k yearly 5d ago
Client Relationship Specialist
Brightway Insurance 4.4
Service advisor job in Charlotte, NC
About Brightway Established in 2008, Brightway has grown to become one of the largest privately-owned property/casualty insurance distribution companies in the U.S. with more than 350 agencies in 38 states and more than $1.4 billion in annual premiums. Brightway is a purpose and core value-driven organization. We provide a blueprint for a future-proofed life. Through our successful model, agency owners focus on protecting their clients' most important assets through consultation, curated choice, and confidence. While Brightway focuses on our agency owners through back office, marketing support, and constant learning and development. Additionally, Brightway builds, integrates, and launches best-in-class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success.
Scope
The Engagement Center ensures that Brightway clients receive exceptional service. This position provides a broad range of insurance-related customer service and business development support, by cultivating, maintaining, and enhancing an organization's relationships with its clients & Agency Owners. This role contributes to Brightway's retention, and community-building efforts with carriers, ensuring seamless service delivery. This individual will play a pivotal role in ensuring that clients feel valued and understood, which is crucial to fostering long-term loyalty and satisfaction.
Job Responsibilities
Client Interaction & Support:
Manage inbound requests via phone, email, and other communication channels, ensuring timely and effective resolutions.
Provide exceptional service by addressing inquiries, processing requests, and resolving concerns with professionalism and efficiency.
Documents interactions accurately in CRM and other systems.
Sales & Retention:
Proactively engage and maintain relationships with clients through outbound calls to offer additional products, policy reviews, and solutions tailored to their needs.
Implement upsell and cross-sell opportunities to drive business growth while ensuring client satisfaction.
Drive policy renewals and retention efforts by educating clients on coverage options and benefits.
Process Improvement & Collaboration:
Leverage emerging technology to streamline workflows, improve efficiency, and enhance the client experience.
Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies.
Collaborate with internal teams and external agents to improve service quality and operational effectiveness.
Skills, Licenses, Certifications
Must obtain a personal lines insurance license within 60 days of employment
Strong customer service mindset with a passion for delivering exceptional experiences.
Ability to learn and effectively use Brightway systems, CRM tools, and insurance platforms
High level of accuracy, attention to detail, and ability to multitask in a fast-paced environment.
Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers
Analytical problem-solving skills with the ability to assess customer needs and present logical solutions.
Demonstrated ability to work both independently and as part of a team, contributing to shared goals.
Tech-savvy with a willingness to adopt and leverage new tools and processes.
Education and Experience
This position requires a bachelor's degree and 2-4 years' experience in a customer service or sales environment. Education or experience focused on insurance, risk management or entrepreneurship is preferred, but not required.
This position is onsite in Charlotte, North Carolina.
Equal Employment Opportunity:
Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law.
We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. We are dedicated to ensuring that our hiring, promotion, and training practices reflect this commitment. We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve.
$36k-58k yearly est. 5d ago
Customer Retention Specialist
CPI Security 4.7
Service advisor job in Charlotte, NC
CPI Security, a leader in the security and automation solutions industry, is looking for a Customer Retention Specialist to join our growing team at our headquarters in Charlotte, NC! We are more than “just a security company,” and we offer more than “just a job.” CPI's mission is to protect our customers while providing world-class service and peace of mind. That's not something you can bottle up and sell - it's a feeling and a comfort our customers are guaranteed by our Customer Retention Specialists.
What You'll Do:
Provide fantastic customer service focused on dispute resolution and overcoming challenges
Build value in the CPI brand to drive long term relationships with customers as a leading competitor in Security and Home Automation industry.
Provide solutions-based approaches to retain customers who are considering service cancellation.
Champion the customer care process, which includes, troubleshooting technical issues, answer questions or concerns regarding systems or services.
Problem solve as you quickly identify the root cause of customer issues, pinpoint strategies to eliminate those issues, and work with customer to retain them.
Consistently improve retention rates and achieve retention goals.
Handle each call with empathy, compassion, and professionalism to ensure excellent customer service.
What We're Looking For:
Upbeat personality and a fun, positive attitude
1-2 years previous customer retention experience
Strong customer service and people skills
Ability to consistently meet and exceed performance targets
Coachability with a desire to grow professionally
Ability to work a flexible schedule, including weekends
Experience with CRM system such as SalesForce is a plus, but not required
Exceptional sales skills are a plus, particularly with strong upselling and closing abilities
What's In It For You:
$50,000 to $80,000 Annual Compensation
Base hourly rate with tiered commission structure, performance based, training and quarterly bonus
Higher shift pay for working nights and weekends
Great medical, dental, vision, 401(k) with company matching, short- & long-term disability and life insurance options. Company paid holidays, floating holiday, and PTO
Free monitored security system after 90 days.
Engaging and fun company culture that's made up of a diverse group of people
Talk about perks! An on-site café, coffee/smoothie bar, walking trail, basketball court, and state-of-the-art fitness facility with a dedicated Fitness Director
How much does a service advisor earn in Charlotte, NC?
The average service advisor in Charlotte, NC earns between $34,000 and $106,000 annually. This compares to the national average service advisor range of $26,000 to $79,000.
Average service advisor salary in Charlotte, NC
$60,000
What are the biggest employers of Service Advisors in Charlotte, NC?
The biggest employers of Service Advisors in Charlotte, NC are: