Service representative jobs in Jacksonville, FL - 798 jobs

Brightway Insurance is hiring a Full-Time Client Concierge in PVB As a Client Concierge you will be the first point of contact for our clients, providing them with exceptional service and support. You will play a crucial role in maintaining our agency's reputation for excellence and ensuring client satisfaction. Key Responsibilities Greet and assist clients in person, via phone, email, and live chat, addressing inquiries and providing information on insurance products and services. Assist clients with policy changes, renewals, and claims, ensuring timely and accurate processing. Collaborate with the sales team to identify client needs and recommend appropriate insurance solutions. Maintain organized client records, process paperwork, and manage scheduling to support agency operations. Follow up with clients to ensure satisfaction and encourage policy renewals and referrals. Qualifications High school diploma or equivalent; college degree preferred. Previous experience in customer service, insurance, or administrative roles is advantageous. Strong communication, organizational, and multitasking abilities; proficiency in Microsoft Office Suite and CRM software. Possession of a 4-40 Customer Representative license is preferred or the willingness to obtain one. Established in 2008, Brightway Insurance has grown to become one of the largest privately-owned property and casualty insurance distribution companies in the U.S., with more than 350 agencies across 38 states and over $1.4 billion in annual premiums. Our unique franchise model offers agents the opportunity to focus on sales while we handle back-office operations, including carrier relations, licensing, and marketing support. This approach allows our agents to maximize their sales efforts and build lasting client relationships. If you're an ambitious and driven individual eager to advance in the thriving insurance industry, Brightway Insurance offers the perfect opportunity. Take the next step in your career as a Client Concierge-apply today!

Advantage Design Group is a digital media and software company that builds interactive online orientation experiences for students and employees. We help colleges, universities and companies guide people through important life transitions using video, storytelling and our proprietary orientation platform. Our core values are Client Focus, Optimization, Relationships and Excellence. You will join a close knit team that collaborates across creative, development, video production and client services. About This Role As a Client Success and Account Coordinator, you are the day to day contact for a group of clients after their orientation sites launch. Your focus is outreach, communication and coordination so clients see strong engagement and feel supported. What You Will Do Client Outreach and Account Care • Serve as the main contact for an assigned list of clients • Call and email to check in before key intake dates • Confirm timelines, answer questions and keep tasks on track • Capture notes and next steps from each interaction in our systems • Monitor basic usage reports and flag risks or opportunities Product Guidance and Proposals • Learn our orientation platform and common use cases • Recommend features and options that fit each client's goals and budget • Help prepare proposals, renewals and change requests using templates • Follow up on outstanding items with polite reminders and clear next steps Onboarding and Training • Welcome new clients after launch and introduce yourself as their main contact • Schedule and lead short online training sessions for new admins and staff • Walk clients through how to log in, update content and publish changes • Show clients how to view and export key reports so they can track logins and completions Working With the Team • Coordinate with project managers, sales, designers, developers and video producers • Use tools such as our content management system, Dynamics, Function Point, SharePoint, Zendesk and our custom orientation platform What You Bring Required • One to two years experience in a customer facing role such as inside sales, customer service, account coordination or client services • Comfortable making outbound calls and sending professional emails each day • Very comfortable using web based software and learning new systems • Strong written communication with a clear, concise and friendly style • Confident verbal communication on phone and video calls • Organized and detail aware, able to track many small commitments and always close the loop • A service mindset that matches our value of Client Focus and an interest in building long term relationships Nice To Have • Experience with a content management system such as WordPress, Umbraco or Drupal • Familiarity with basic web concepts and simple HTML • Experience working with a ticketing or CRM tool such as Zendesk or Dynamics • Exposure to higher education, HR or onboarding software How You Show Up You describe yourself as client focused, tech savvy, comfortable with daily outreach and follow up, a natural coordinator, proactive and calm under pressure and interested in growing in client success, account management or project management. What You Gain You will receive a competitive entry level salary and benefits including group health and dental insurance, 401k with company matching, paid vacation and holidays and profit sharing opportunities. Our large Jacksonville office offers a friendly culture with the option for a hybrid schedule after onboarding, gym membership, flex time and a break room with snacks, tea and coffee. Growth Path In this role you will build skills in client communication, light sales support, proposal coordination and software driven client success. Over time strong performers may grow into more advanced client success, account management or project management roles depending on interest and business needs.

Job Description HR Delivered is committed to providing comprehensive human resources solutions to businesses, ensuring they operate smoothly while maintaining compliance with regulations. We are seeking a Client Experience Specialist to join our team. The Client Experience Specialist is responsible for providing unparalleled client experience through client support, service coordination, and service education. This person will be responsible for success as it relates to client experience and work with other service departments to meet client needs. Responsibilities: • Supporting various client experience needs and directly overseeing assigned client throughout the client lifecycle. • Ensure overall client satisfaction • Facilitate software demonstrations and educational meetings to aid clients in utilizing service offering. • Perform client level continued education on services provided and train on system functionality. • Promote all the services to clients to provide the appropriate solutions. • Provide administrative support to departments related to the client's experience. • Facilitate client transitions between various service departments on multiple department service needs. • Conduct routine client engagement activities and maintain effective communication channels. • Monitor and facilitate client experience recovery as needed through additional engagement and needed solution implementation. • Work with other departments and members of leadership to ensure that client needs and expectations are met. • Complete other tasks as assigned. Education and Experience: • Bachelors in business administration or similar degree (preferred) •3+ years of business-to-business customer service experience •1+ years of business administration or related experience Skills and Abilities: Salary •Extensive knowledge of the PEO and ASO industry •Strong presentation and interpersonal skills •Strong public presence and professional image •Computer proficiency and technical aptitude with the ability to use Microsoft Suite, including Excel, Word, and Outlook •Proven ability to work effectively in a team environment with associates. •Effective planning and priority setting. The ability to manage several complex projects simultaneously while working under pressure to meet deadlines. •Strong analytical and problem-solving skills. •Excellent communication and organization skills.

The main function of an Executive Client Specialist is to service the top Paysafe partner accounts (inbound call queue & incoming ticketing & email queue). Primary objective is to exceed client expectations while resolving their issues pertaining to their merchant portfolio. This role is complementary to our sales efforts and has direct impact on future revenue. Individual must focus on quality, pricing and product differentiation. Position must create and retain partner loyalty by providing a differentiated experience through rapport and industry expertise. Additional responsibilities may be assigned by the manager. Key Responsibilities: * Provide consistent, timely, & accurate information to our partners * Assist agents with Technical questions * Articulate how a new account is received, underwritten, and booked. * Answer questions regarding Underwriting Guidelines. * Answer questions regarding card processing industry and products. * Adhere to company and department's attendance and punctuality policy and procedure. * Evaluate competitor's financial statements and create cost comparison. * Respond/resolve to complaints & conflicts * Handle operational details * Explain policies and procedures * Explain and consolidate Residuals * Research Merchant accounts on Partner's behalf * Work as liaison for our Partners with internal departments * Work as initial escalation point for partner issues * Track and report daily individual representative Zendesk tickets, calls taken, logged in time and rolled calls * Track and report daily/weekly/monthly department statistics including Zendesk tickets, and accumulated calls Key Competencies: * Ability to handle higher level tasks; including being proactive to solve issues, work with members of management and influence the actions of others. * Extremely organized and detail oriented. * Excel in a fast pace environment and ability to meet deadlines. * Able to handle multiple tasks simultaneously. * Dependable with strong follow through skills. * Ability to handle difficult phone calls and remain calm and courteous under pressure. * Excellent written and verbal communication skills. * Good data entry and keyboard skills. * Knowledge of Agent/ISO/ISV business models. * Ability to "own" issues & see them through resolution. * Sense of "urgency" in actions & responsiveness to clients. * Support & service "mind set" always. * Be a good "corporate citizen". Experience and Education: * Bachelor's Degree or 4 years' equivalent industry experience. * 2 Years' Bankcard experience. * Minimum 1 year in a Sales Support role with proven progressive responsibility and leadership capabilities * Customer service / relationship building experience * Leadership or Supervisory experience a plus, but not required * Merchant acquisition/processing experience.

The main function of an Executive Client Specialist is to service the top Paysafe partner accounts (inbound call queue & incoming ticketing & email queue). Primary objective is to exceed client expectations while resolving their issues pertaining to their merchant portfolio. This role is complementary to our sales efforts and has direct impact on future revenue. Individual must focus on quality, pricing and product differentiation. Position must create and retain partner loyalty by providing a differentiated experience through rapport and industry expertise. Additional responsibilities may be assigned by the manager. Key Responsibilities: Provide consistent, timely, & accurate information to our partners Assist agents with Technical questions Articulate how a new account is received, underwritten, and booked. Answer questions regarding Underwriting Guidelines. Answer questions regarding card processing industry and products. Adhere to company and department's attendance and punctuality policy and procedure. Evaluate competitor's financial statements and create cost comparison. Respond/resolve to complaints & conflicts Handle operational details Explain policies and procedures Explain and consolidate Residuals Research Merchant accounts on Partner's behalf Work as liaison for our Partners with internal departments Work as initial escalation point for partner issues Track and report daily individual representative Zendesk tickets, calls taken, logged in time and rolled calls Track and report daily/weekly/monthly department statistics including Zendesk tickets, and accumulated calls Key Competencies: Ability to handle higher level tasks; including being proactive to solve issues, work with members of management and influence the actions of others. Extremely organized and detail oriented. Excel in a fast pace environment and ability to meet deadlines. Able to handle multiple tasks simultaneously. Dependable with strong follow through skills. Ability to handle difficult phone calls and remain calm and courteous under pressure. Excellent written and verbal communication skills. Good data entry and keyboard skills. Knowledge of Agent/ISO/ISV business models. Ability to “own” issues & see them through resolution. Sense of “urgency” in actions & responsiveness to clients. Support & service “mind set” always. Be a good “corporate citizen”. Experience and Education: Bachelor's Degree or 4 years' equivalent industry experience. 2 Years' Bankcard experience. Minimum 1 year in a Sales Support role with proven progressive responsibility and leadership capabilities Customer service / relationship building experience Leadership or Supervisory experience a plus, but not required Merchant acquisition/processing experience.

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Client Specialist Locations: Jacksonville, FL Get To Know The Team: SS&C Advent, a leading provider of innovative software and services for the global investment management industry, is seeking a Client Specialist to join our industry leading Black Diamond Service Team. In this role, you will join a dynamic team as an integral part of the day-to-day process of supporting our clients using our Black Diamond Wealth Platform™ solution. Like what you read? Then you may be a perfect candidate to join the company ranked #1 on the list of Best Places to Work in Jacksonville. Why You Will Love It Here! Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: You will work directly with clients to help solve their problems and ensure their satisfaction. You will also work closely with other teammates to ensure customer questions and concerns are addressed in a timely manner. In doing this, you will be responsible for undertaking discovery and education activities that help clients troubleshoot our technology and financial industry based issues via phone, email, Salesforce, virtual meetings, and occasional in person scenarios. Customer Value Realization Spend time getting to know the client's business model and individual system needs Act in a consultative manner by offering creative solutions, and proactively identifying opportunities where we can deliver even greater value for our customers through our platform Pin point the root cause of problems, provide solutions, and own the relationship from start to finish Adoption and Client Retention Educate and train clients on rapidly changing software systems to drive adoption Troubleshoot platform specific and technology-based issues and work with internal teams to produce a resolution Be a Black Diamond power user in order to provide the most relevant and creative platform solutions Emotional Intelligence Have the ability to empathize and connect with clients Be approachable and display a selfless attitude towards others Don't be afraid to ask the “why” and continue to learn Build trust and transparency with your clients to strengthen the relationship they have to the business Collaboration Show a strong desire to work with others to solve internal issues and client problems Care about the success of teammates and help inspire and empower creative solutions Be a great team player that steps up to help others, and sees the positive in any situation Have fun! Celebrate with our Product & Development teams as they unveil updates to our platform Give back and get involved in the community by participating in various philanthropic opportunities and company events What You Will Bring: The ideal candidate should be highly motivated with excellent communication and analytical skills. Within this role, you will build and maintain strategic relationships with existing clients through effective communication in a proactive, consultative and professional manner. You're a self-starter who can establish priorities, meet deadlines, and work independently in a remote/hybrid environment You have proven work experience as a Customer Success Manager or similar role You have excellent communication skills, including presentations and written documents You are a strong problem solver and work cross-functionally to deliver results. You quickly grasp new and complex topics and communicate them clearly. Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at ************************ #LI-AL1 #CA-AL Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Job Description Customer Relations Specialist - Jacksonville Earn $1,000-$2,500+ WEEKLY • No Experience Needed • Weekly Pay Service Pros Auto Glass is hiring friendly, motivated people to work inside our partnered auto dealerships. If you enjoy talking to people and want a high-earning, entry-level opportunity, this is it. What You'll Do Greet customers in the service drive Identify simple windshield replacement needs (we train you!) Explain options and help schedule service Build relationships with dealership staff Track customer interactions and hit daily/weekly goals What We're Looking For No experience required - we train fast Positive, outgoing, and coachable Strong people skills Valid driver's license & reliable transportation What You Get $1,000-$2,500+ weekly Weekly pay Fast training & clear growth opportunities Supportive, team-first culture Fun team events & bonuses Apply Today Start earning quickly in a role with simple duties, strong support, and excellent weekly pay.

Relationship Specialist/CSR needs 1-3 years customer service, customer support or inside sales experience Relationship Specialist /CSR requires: Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment. Ability to quickly learn, multi-task and to meet expectations in a customer-centric and results-driven environment. Financial/banking experience Careful attention to details and excellent time management skills. Proficiency in basic computer skills- Advanced Excel knowledge preferable. Intellectually curious about our business, our clients and focused on finding the best solutions. Excellent negotiation and analytical skills - Sales or Customer Service experience preferred Ability to work effectively both independently and as a team member. Comfortable with handling high call volume and forming strong and lasting relationships with clients over the phone. Ability and willingness to work a flexible schedule/overtime, as needed. Ability to take constructive feedback and implement training concepts into your ongoing development. Relationship Specialist /CSR duties: Communicates with external and internal customers through various channels (phone, email and letters) maintaining a positive, empathetic and professional attitude at all times. Demonstrates excellent interpersonal, written, and oral communication skills. Including the ability to ask probing questions to understand concerns and overcome objections. Responds promptly and accurately to customer inquiries and process a variety of customer requests within different levels of complexity. Including account reconciliation, account updates, document requests, invoices, buyout quotes, web portal troubleshooting, etc.

Job Summary: The Customer Satisfaction Representative (CSR) is responsible for establishing and maintaining profitable relationships with internal and external customers on behalf of the company by taking personal and complete responsibility for each customer contact and by ensuring that all customer requirements are completely met. This position reports directly to the Customer Satisfaction and Operations Manager and will be onsite, Monday thru Friday, 8a - 5p. Supervisory Responsibilities: None. Essential Duties and Responsibilities: Applies accessorials as necessary. Processes EDI as required (key account/OEM) Prioritizes tasks and workload to focus on issues that directly impact quality and service performance. Adheres to company standards on customer satisfaction, accuracy, and timeliness. Coordinate appointments with carriers, shippers, and consignees within the US, Mexico, & Canada. Update and maintain transportation management and operation systems. Proactively identify problems and swiftly implement the appropriate solutions. Answer all customer inquiries in accordance with the customer satisfaction standards. Further increase customer satisfaction and business share through proactive and regular contact Provide complex problem resolution and guidance to others. Utilize specialized industry and company computer systems and procedures, reference materials/documentation and personal industry knowledge to process client shipments. Maintains regular, timely, and consistent attendance at work. Flexibility to work overtime as needed. Must demonstrate professional behavior. Perform other duties as assigned. The above-cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform. Required Skills: Strong customer service (preferably from a logistics background involving phone experience, pricing, quotes, conflict resolution/problem solving). AS400 experience preferred. Knowledge of North America geography. Proficient with computer and Microsoft Office applications. Excellent data entry/keyboard skills. Strong interpersonal skills to effectively interact with internal and external customers. Excellent problem-solving skills with the ability to seek alternative solutions. Self-directed, displays initiative and can work independently. Organizational and time management skills. Team player with proven ability to work under pressure. Strong attention to detail with excellent follow-up. Excellent communications skills, both written and oral. Strong knowledge of customer service principles & practices. Attention to detail. Must be fluent in English. Education and Experience: High School Diploma/GED required. College degree preferred. Minimum three years of experience in a Logistics/Supply Chain/Freight Forwarding/Courier company.

Job Description As an Account Service Representative III, you will be responsible for monitoring, reconciling, invoicing and reporting of accounts on multiple system platforms. Provide professional customer service to insureds, agents and accounts both verbally and in written format. Assist accounts with questions on their products and programs. Monitor accounts for outstanding balances due LOTS. Meet the demands of a production environment in both the input of information and service standards including quality, quantity, aged balance tracking and phone response times. This is a seasoned position; candidates must have appropriate work experience in an office environment, be professional and customer focused. Responsibilities include but are not limited to: Review error reports to determine which items need action taken: certificates / business is complete, accurate, and insured eligibility based on established underwriting guidelines. Take appropriate action by making adjustments to coverage, underwriting age, limit, premium, terms or health information for eligibility as needed. Endorse certificates or deny coverage according to master policy limits. Communicate with agents, accounts, and customers when problems occur by phone and/or written correspondence to resolve the problem. Calculate premium to verify that the correct rate is being charged. Reconcile business entered into the system with actual reports and money received. Audit remittance report for accuracy and verify correct payment was received. Report data and account errors to Team Leader or Supervisor. Maintain a list of all monies due and owed from each account and follow up with accounts and agents for collection as defined by company policy. Maintain all accuracy and production standards for processing business. Monitor assigned group email folders and respond to requests within SLA. Process assigned daily reports such as, bank recon, chargebacks, sales trackers, customer service tracker, etc. within SLA. Provide premium and refund quotes to agents, accounts, and customers. Research past due balances or late / non remitting issues and notify accounts, agents and appropriate business unit leaders. Complete tasks in tracker as needed to meet SLA. Identify potential workflow improvements and impediments and suggest changes in process. Responsible for Clients billing and settlements. Provides professional customer service to associates and accounts who contact the department for information. Provides client reporting within contractual SLA guidelines. Process premium checks and send to the lockbox for deposit. Reconcile client premium, commission, cash, and bank accounts Qualifications Strong reconciliation background and accounting knowledge/background is REQUIRED Intermediate Excel (VLOOKUP, etc.) REQUIRED 5-7 years of work experience in an office environment Ability to accurately make 6000 to 8000 keystrokes per hour Ability to use Word and WinZip preferred Experience with Windows operating systems preferred High School Diploma or Equivalency Required The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform. Additional Information Full benefit package including medical, dental, vision, life, company paid short/long term disability, 401(k), tuition assistance and more. #LI-Onsite

We are seeking an outgoing individual for our Remote Travel Coordinator opportunity. As a Coordinator, you will be responsible for booking amazing trips for corporate and leisure clients in destinations all around the world! This is great for anyone who absolutely loves to travel and help others with planning. Roles & Responsibilities Research, Create, and Execute exceptional itineraries for clients Review individuals needs and wants for travel, to ensure you can cater a trip specially designed to meet their needs Complete ongoing training to earn and maintain certification to book travel Attend ongoing webinars with vendors and suppliers, to become specialized with specific destinations Review budgets, and plan trips according to clients budget constraints Create promotional materials to utilize Monitor restrictions on travel that come and go Book travel needs (airline, car rental, hotel accommodations, cruise, ticket/event sales, etc) Effectively communicate with clients pre/post travel Handle issues that may arise during the bookings and/or travel for clients Network with tour operators regarding packages that you can possibly offer to clients Part Time or Full time Requirements Must be at least 18years of age, and be authorized to work within the US, Mexico, Australia or United Kingdom. Must be able to effectively communicate with clients (strong sales background a plus) Must have a smartphone with internet access, laptop recommend but not required Personal travel experience is a huge plus, however not required Previous experience in customer service or hospitality also a plus, but not required Benefits Flexible Schedule Travel Perks Licensed & Bonded Personal Website E&O Insurance with Fraud Protection Daily Training Available Travel Agent Certification

If you reside in California, please see our California Applicant Privacy Policy for more information about our data handling practices and your data rights. Responsibilities MV Transportation is seeking a Reservationist to accept trip reservations from eligible passengers, collecting all necessary data required to schedule trips accordingly. Job Responsibilities: * Answer passenger calls collecting all necessary trip information for the permissible time period. * Provide system information for current and new passengers as well as for potential passengers on accessing the transportation service and using it effectively. * Complete data entry of passenger file information and for specific trip requests, negotiating requested times where necessary or appropriate. * Provide feedback to passengers in the way of follow-up calls as a course of duty or as required by schedule changes. * Communicate passenger cancellations in a timely manner to scheduling, dispatch, or vehicle operations personnel. * Maintain up to date passenger records in customer database, making all necessary changes in status, client contact information, fare/rider type or other important field entries. * Maintain a safe work area and a focus on safety to reduce the opportunity for injury to self or other employees. * Maintain accurate records and appropriate filing systems. * Communicate effectively with operations staff regarding scheduling or passenger issues. * Ability to handle multiple tasks accurately and effectively. * Excellent customer service. * Professional demeanor and appearance. * Reliable in attendance. * Team player and helpful to staff, management, and peers. Qualifications Talent Requirements: * High School diploma or equivalent. * Able to work in a fast-paced environment. * Experience in paratransit scheduling utilizing Trapeze PASS, preferred. * Possess excellent decision-making skills. * Excellent attendance record. * Excellent verbal and written communication skills. * Telephone speaking and/or call center experience. * Computer experience. MV Transportation 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 or ancestry, sex, physical or mental disability, veteran or military status, genetic information or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances. The information collected by this application is solely to determine suitability for employment, verify identity and maintain employment statistics on applicants. Where permissible under applicable state and local law, applicants may be subject to a pre-employment drug test and background check after receiving a conditional offer of employment.

Department: Call Center Operations Job Title: Call Center Supervisor Reporting to: Call Center Director FLSA Status: Non- Exempt Date Prepared: January 2021 Job Summary: We are looking for Patient Support Specialists that truly has compassion for patients, is professional and dependable, with successful experience managing a high volume of phone calls to join our team. This role requires a high level of comfort with Electronic Medical Records and Athena EMR experience will be helpful but is not required. Additionally, a consistent work history with the desire to build a long-term career is mandatory. Essential Duties and Responsibilities: Responsible for the scheduling of patient appointments for consultations, evaluations, and treatments; follow-up or re-evaluation Responsible for collecting existing and new patient insurance information for insurance verification purpose Responsible for entering data into EMR, as well as maintaining the integrity and accuracy of the data Take or respond to telephone calls promptly to establish or confirm appointments Utilize appropriate schedule codes for scheduling office and hospital based medical procedures, for patients with appropriate provider and time/location slot Provide support to other members of the department as needed. Demonstrate compassion and understanding for the patient and caring parties. Display patience in understanding and satisfying patient's request. Maintain an adequate level of productivity as defined with the Call Center Supervisor. Provide patient support and take appropriate action in response to patient inquiries regarding appointments, referrals, billing, prescription and other medical services and programs within the Complete Health family of Primary Care practices. Accurately registering new patients to include all demographics and insurance information. Written communication in the EMR with individual providers and staff relative to patient calls. Making outbound calls for outreach to schedule appointments such as Annual Wellness exams and other appointments beneficial to patients. Appropriately transferring calls to the correct person who can help the caller (i.e. billing questions). Following all privacy guidelines as set forth in HIPAA. Ongoing personal/professional development through training. Commitment to putting our patients first-always. The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform. Education and Experience Requirements: Minimum of a High School Diploma and 1-3 years of experience in healthcare scheduling, or equivalent combination of education and experience. Must demonstrate consistent professional conduct and meticulous attention to detail. Must possess excellent verbal and written communication skills as well as interpersonal skills with patients, staff, and other healthcare professionals. Critical thinking skills and a positive attitude essential. Familiarity with EMR system preferred but not required Knowledge/Skills/Abilities: Provide bullet points of specific KSA's that are needed for the job. Skill Requirements: (X = Required for job) X Typing/computer keyboard X Verbal communication X Utilize computer software (specified above) X Written communication X Retrieve and compile information Public speaking/group presentations X Maintain records/logs X Research, analyze and interpret information X Verify data and information X Investigate, evaluate, recommend action X Organize and prioritize information/tasks Leadership and supervisory, managing people X Operate office equipment X Basic mathematical concepts (e.g. add, subtract) Advanced mathematical concepts (fractions, decimals, ratios, percentages, graphs) Abstract mathematical concepts (interpolation, inference, frequency, reliability, formulas, equations, statistics) Physical Requirements: (X = Required for job) X Sitting for extended periods X Lifting/carrying up to 20 pounds various items Standing for extended periods Lifting/carrying more than 20 pounds various items X Extended periods viewing computer screen X Repetitive Motions X Walking X Pushing/Pulling X Reading X Bending/Stooping X Speaking X Reaching/Grasping X Hearing X Writing Other (List): Other (List): Hazards: (X = Required for job) X Normal office environment X Electrical current Toxic or caustic chemicals Housekeeping and/or cleaning agents Flammable, explosive gases Proximity to moving mechanical parts Employee Acknowledgement: I have reviewed and understand the requirements stated in this Job Description. Employee's Signature Date

Brightway Insurance is a leading property and casualty insurance distribution company with over 300 franchise locations in 35 states. We pride ourselves on delivering exceptional customer experiences and empowering our agents with innovative tools and support. We are currently seeking Customer Service Representative (CSR) to join our team Position Summary: As a CSR, you will play a key role in ensuring our clients receive excellent service and support. You'll assist both new and existing customers by answering questions, processing changes to policies, handling billing inquiries, and supporting sales efforts when needed. Responsibilities: Provide exceptional customer service to policyholders via phone, email, and in-person interactions Assist clients with policy changes, billing inquiries, claims, and general insurance questions Educate clients on available coverages, products, and discounts Maintain accurate records in our CRM and carrier systems Collaborate with agents and producers to ensure a seamless customer experience Support retention efforts by identifying opportunities for cross-selling and upselling Qualifications: High school diploma or equivalent required; college degree a plus 4-40 Customer Service License required 1+ years of experience in insurance or a customer service-related role preferred Strong communication and interpersonal skills Detail-oriented with excellent organizational abilities Proficient in Microsoft Office Suite and comfortable learning new software Why Join Us? Competitive salary plus performance bonuses Opportunities for career growth and professional development Supportive team environment Work that makes a difference in people's lives

HR Delivered is committed to providing comprehensive human resources solutions to businesses, ensuring they operate smoothly while maintaining compliance with regulations. We are seeking a Client Experience Specialist to join our team. The Client Experience Specialist is responsible for providing unparalleled client experience through client support, service coordination, and service education. This person will be responsible for success as it relates to client experience and work with other service departments to meet client needs. Responsibilities: • Supporting various client experience needs and directly overseeing assigned client throughout the client lifecycle. • Ensure overall client satisfaction • Facilitate software demonstrations and educational meetings to aid clients in utilizing service offering. • Perform client level continued education on services provided and train on system functionality. • Promote all the services to clients to provide the appropriate solutions. • Provide administrative support to departments related to the client's experience. • Facilitate client transitions between various service departments on multiple department service needs. • Conduct routine client engagement activities and maintain effective communication channels. • Monitor and facilitate client experience recovery as needed through additional engagement and needed solution implementation. • Work with other departments and members of leadership to ensure that client needs and expectations are met. • Complete other tasks as assigned. Education and Experience: • Bachelors in business administration or similar degree (preferred) •3+ years of business-to-business customer service experience •1+ years of business administration or related experience Skills and Abilities: Salary •Extensive knowledge of the PEO and ASO industry •Strong presentation and interpersonal skills •Strong public presence and professional image •Computer proficiency and technical aptitude with the ability to use Microsoft Suite, including Excel, Word, and Outlook •Proven ability to work effectively in a team environment with associates. •Effective planning and priority setting. The ability to manage several complex projects simultaneously while working under pressure to meet deadlines. •Strong analytical and problem-solving skills. •Excellent communication and organization skills.

The Customer Satisfaction Representative (CSR) is responsible for establishing and maintaining profitable relationships with internal and external customers on behalf of the company by taking personal and complete responsibility for each customer contact and by ensuring that all customer requirements are completely met. This position reports directly to the NATG Customer Satisfaction Manager. Essential Duties and Responsibilities: Applies accessorials as necessary. Processes EDI as required (key account/OEM) Prioritizes tasks and workload to focus on issues that directly impact quality and service performance. Adheres to company standards on customer satisfaction, accuracy, and timeliness. Coordinate appointments with carriers, shippers, and consignees Update and maintain transportation management and operation systems. Proactively identify problems and swiftly implement the appropriate solutions. Answer all customer inquiries in accordance with the customer satisfaction standards. Further increase customer satisfaction and business share through proactive and regular contact Provide complex problem resolution and provides guidance to others. Utilize specialized industry and company computer systems and procedures, reference materials/documentation and personal industry knowledge to process client shipments. Maintains regular, timely, and consistent attendance at work. Flexibility to work overtime as needed. Must demonstrate professional behavior. Perform other duties as assigned. Knowledge/Skills/Abilities: Strong customer service (preferably from a logistics background involving phone experience, pricing, quotes, conflict resolution/problem solving) AS400 experience preferred. Knowledge of North America geography Proficient with computer and Microsoft Office applications Excellent data entry/keyboard skills Strong interpersonal skills to effectively interact with internal and external customers. Excellent problem-solving skills with the ability to seek alternative solutions. Self-directed, displays initiative and can work independently. Organizational and time management skills Team player with proven ability to work under pressure. Strong attention to detail with excellent follow-up Excellent communications skills, both written and oral Strong knowledge of customer service principles & practices Attention to detail. Must be fluent in English. Education and Experience Requirements: High School Diploma/GED required. College degree preferred. Minimum three years of experience in a Logistics/Supply Chain/Freight Forwarding/Courier company.

Department: Call Center Operations Job Title: Call Center Supervisor Reporting to: Call Center Director FLSA Status: Non- Exempt Date Prepared: January 2021 Job Summary: We are looking for Patient Support Specialists that truly has compassion for patients, is professional and dependable, with successful experience managing a high volume of phone calls to join our team. This role requires a high level of comfort with Electronic Medical Records and Athena EMR experience will be helpful but is not required. Additionally, a consistent work history with the desire to build a long-term career is mandatory. Essential Duties and Responsibilities: Responsible for the scheduling of patient appointments for consultations, evaluations, and treatments; follow-up or re-evaluation Responsible for collecting existing and new patient insurance information for insurance verification purpose Responsible for entering data into EMR, as well as maintaining the integrity and accuracy of the data Take or respond to telephone calls promptly to establish or confirm appointments Utilize appropriate schedule codes for scheduling office and hospital based medical procedures, for patients with appropriate provider and time/location slot Provide support to other members of the department as needed. Demonstrate compassion and understanding for the patient and caring parties. Display patience in understanding and satisfying patient's request. Maintain an adequate level of productivity as defined with the Call Center Supervisor. Provide patient support and take appropriate action in response to patient inquiries regarding appointments, referrals, billing, prescription and other medical services and programs within the Complete Health family of Primary Care practices. Accurately registering new patients to include all demographics and insurance information. Written communication in the EMR with individual providers and staff relative to patient calls. Making outbound calls for outreach to schedule appointments such as Annual Wellness exams and other appointments beneficial to patients. Appropriately transferring calls to the correct person who can help the caller (i.e. billing questions). Following all privacy guidelines as set forth in HIPAA. Ongoing personal/professional development through training. Commitment to putting our patients first-always. The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform. Education and Experience Requirements: Minimum of a High School Diploma and 1-3 years of experience in healthcare scheduling, or equivalent combination of education and experience. Must demonstrate consistent professional conduct and meticulous attention to detail. Must possess excellent verbal and written communication skills as well as interpersonal skills with patients, staff, and other healthcare professionals. Critical thinking skills and a positive attitude essential. Familiarity with EMR system preferred but not required Knowledge/Skills/Abilities: Provide bullet points of specific KSA's that are needed for the job. Skill Requirements: (X = Required for job) X Typing/computer keyboard X Verbal communication X Utilize computer software (specified above) X Written communication X Retrieve and compile information Public speaking/group presentations X Maintain records/logs X Research, analyze and interpret information X Verify data and information X Investigate, evaluate, recommend action X Organize and prioritize information/tasks Leadership and supervisory, managing people X Operate office equipment X Basic mathematical concepts (e.g. add, subtract) Advanced mathematical concepts (fractions, decimals, ratios, percentages, graphs) Abstract mathematical concepts (interpolation, inference, frequency, reliability, formulas, equations, statistics) Physical Requirements: (X = Required for job) X Sitting for extended periods X Lifting/carrying up to 20 pounds various items Standing for extended periods Lifting/carrying more than 20 pounds various items X Extended periods viewing computer screen X Repetitive Motions X Walking X Pushing/Pulling X Reading X Bending/Stooping X Speaking X Reaching/Grasping X Hearing X Writing Other (List): Other (List): Hazards: (X = Required for job) X Normal office environment X Electrical current Toxic or caustic chemicals Housekeeping and/or cleaning agents Flammable, explosive gases Proximity to moving mechanical parts Employee Acknowledgement: I have reviewed and understand the requirements stated in this Job Description. Employee's Signature Date

Call Queue Specialist needs 3 years experience Call Queue Specialist requires: Call queue management Experience collecting and organizing documentation Ability to navigate title Excel: Creation of Pivot Tables, basic filtering of reports Call Queue Specialist duties: Call queue management Title transfer support Prepared documentation monitoring call quality and evaluating agent performance identifying pain points and friction in the customer experience.

Job Description About Brightway Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation's largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development. We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets. ----------------------------------------------------------------------------------------------------------------------------------------- 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 Jacksonville, Florida. ----------------------------------------------------------------------------------------------------------------------------------------- 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. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.