OS Customer Service Helper
Service specialist job in Lansing, MI
Outside Service Call Center Helper Job Description GENERAL SUMMARY OF DUTIES: Assist with assigned duties delegated by the Call center, Remittance, Collections/Billing and System support Supervisors or Team Leads ESSENTIAL FUNCTIONS:
Assist with special project information as assigned by Call Center supervisor or Team Leads
Assist with assigned tasks for Collections and Billing.
JOB SPECIFICATIONS: KNOWLEDGE, SKILLS, ABILITIES
High School Diploma or equivalent.
PHYSICAL REQUIREMENTS/ WORKING CONDITIONS:
Frequently required to sit, talk, hear and listen.
Ability to effectively communicate in writing and orally.
Ability to enter and retrieve data from computerized, typed and written sources.
Normal office environment.
Some field work and standing.
Customer Retention Specialist - Grand Rapids
Service specialist job in Caledonia, MI
We are Farmers! We are… more than just your favorite commercials. At Farmers, we strive to deliver peace of mind to our customers by providing protection and comprehensive advice and delivering in the moments of truth. That means having people who can help us meet changing customer and business needs. Farmers high-performance culture is focused on results and the people who achieve them. We hold ourselves and others accountable for sustainably growing the business and each other. We seek solutions, own our actions, and grow through discomfort. We see setbacks as opportunities while continuously asking ourselves how we impact our customers.
Farmers is an award winning, equal opportunity employer, committed to the strength of an inclusive workforce. We are dedicated to supporting the well-being of our people through our extensive suite of benefits, as well as the well-being of the communities we serve through employee volunteer programs and nonprofit partnerships. Helping others in their time of need isn't just our business - it's our culture! To learn more about our high-performance culture and open opportunities, check out ********************************* and be sure to follow us on Instagram, LinkedIn, and TikTok.
Workplace: Hybrid ( #LI-Hybrid )
Farmers believes in a culture of collaboration, creativity, and innovation, which thrives when we have the ability to work flexibly in a virtual setting as well as the opportunity to be together in person. Our hybrid work environment combines the best of both worlds with at least three (3) days in office and up to two (2) days virtual for employees who live within fifty (50) miles of a Farmers corporate office. Applicants beyond fifty (50) miles may still be considered.
Job Summary
* Responsible for engaging with external customers to effectively communicate Farmers value proposition, focusing on the policy benefits and conducting thorough policy reviews.
* Assists customers in making informed decisions regarding appropriate coverage options and deductibles for their asset protection needs.
* Dedicated to delivering an exceptional service, ensuring all customer complex inquiries and policy requirements are met.
* Communicates with customers through various channels while adeptly navigating multiple brand systems and platforms to provide comprehensive and complex support. Provides both service and sales support.
* Provides peer support through on-the-job training and knowledge sharing.
* Role is hybrid to Caledonia, MI, Phoenix, AZ, Kansas City, KS or Dayton, OH
Essential Job Functions
* Explains renewal and other premium changes, educates on policy benefits, and conducts a full policy review.
* Receives and responds to inquiries related to insurance matters that require expert support. Interacts with customers, agents, and others to resolve complex issues regarding policy provisions and conditions.
* Explains premium changes. Quotes, sells, and generates premium.
* Analyze, clarify and resolve complex policy and account related questions from external customers.
* Accesses account information and communicates while working in multiple systems across all brands.
* Uses account information, advanced product knowledge, and knowledge of compliance or legal requirements to make appropriate recommendations.
* Makes decisions about ambiguous situations. Documents customer interactions and outcomes thoroughly in system, including notation and applicable data tracking.
* Resolves issues requiring expert support.
* Actively listens to customer concerns to identify trends or patterns.
* Recognizes opportunities for innovation and process improvement and makes recommendations to leadership.
* Advocates on behalf of the customer. Devises customer-centric solutions for complex insurance issues.
* Leads implementation of process changes. Monitors performance metrics and prepares reports.
* Builds and shares knowledge and acumen through self-directed learning. Stays informed about underwriting and policy guidelines and other updates including compliance and legal requirements.
* Continues to build personal skill set by participating in in-house or outside insurance or industry related courses or seminars as deemed necessary to expand product and system knowledge.
* Stays current with relevant product(s), which includes all specialty lines.
* Champions change initiatives and fosters acceptance and support for these changes within the team.
Physical Actions
* Job is performed in-person at a Farmers office or virtually at an approved alternative work location.
* The physical work environment is indoors and climate-controlled with adequate lighting and ventilation.
* Normal and customary distractions include background noise produced by office equipment and chatter among people, as well as interruptions.
* Frequently sits for prolonged periods of time, up to a full shift.
* Occasionally moves about the workplace including, navigating stairs, ramps, and level or uneven surfaces.
* Occasionally moves, pushes, pulls, lifts, carries, and/or places objects or materials weighing up to 25 pounds without assistance.
* Frequently uses shoulders, arms, hands, and fingers to manipulate equipment, tools, and objects necessary to perform job duties.
* Frequently performs fine motor tasks such as typing, mousing, or writing, up to a full shift.
* Rarely performs movements such as bending, stooping, crouching, kneeling, twisting, and reaching overhead or below the knees.
* Possesses clear vision, with or without correction, to visually read and verify information.
* Relies on depth perception and peripheral vision to navigate the work environment visually by identifying barriers, changes in terrain and locating objects.
* Possesses adequate hearing, with or without correction, to communicate with co-workers, respond promptly to auditory signals or alarms, and discern sounds essential for maintaining safety and productivity in the workplace.
* Jobs in this category require rare, if any, travel.
Education Requirements
* High School Diploma or equivalent required.
* Property and Casualty license required. Candidates must currently hold a Property & Casualty license or be willing to obtain one. Farmers will provide support and resources to help qualified candidates earn their license.
* Ability to be appointed to sell insurance in all states required.
Experience Requirements
* 2 years of experience in insurance or related field required.
* Experience providing advanced customer support within a high-volume, complex environment preferred.
Benefits
* Farmers offers a competitive salary commensurate with experience, qualifications and location.
* o DC/NJ/NY/OH Only: $27.04 - $45.90
* The starting hourly pay for this role is $27.38-$30.29, based on location.
* Bonus Opportunity (based on Company and Individual Performance)
* 401(k)
* Medical
* Dental
* Vision
* Health Savings and Flexible Spending Accounts
* Life Insurance
* Paid Time Off
* Paid Parental Leave
* Tuition Assistance
* For more information, review "What we offer" on https://*********************************/#offer
Job Location(s): US - MI - Caledonia, US - MI - Grand Rapids
Anticipated application deadline: At Farmers, the recruitment process is designed to ensure that we find the best talent to join our team. As part of this process, we typically close open positions within 8 to 21 days after posting. If you are interested in any of our open positions, we encourage you to submit your application promptly.
Farmers will consider for employment all qualified applicants, including those with criminal histories, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance or other applicable law. Pursuant to 18 U.S.C. Section 1033, Farmers is prohibited from employing any individual who has been convicted of any criminal felony involving dishonesty or a breach of trust without prior written consent from the state Department of Insurance.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Farmers is an Equal Opportunity Employer and does not discriminate in any employer/employee relations based on race, color, religion, gender, sexual orientation, gender expression, genetic information, national origin, age, disability, marital status, military and veteran's status, or any other basis protected by applicable discrimination laws.
Want to learn more about our culture & opportunities? Check out ********************************* and be sure to follow us on Instagram, LinkedIn, and TikTok.
Spokane, WA only: Residents who prefer not to provide their address click here to submit your resume via email: *******************
Easy ApplyCommercial Service Center Representative
Service specialist job in Lansing, MI
OBJECTIVE
Commercial Service Center Representative Objective
To provide excellent customer service to commercial policyholders, Farm Bureau Insurance agents and their staff in a prompt and professional manner. To proactively research and resolve policy issues, promote additional coverages for customers, and address questions and concerns from customers by providing commercial lines information via the telephone, e-mail, and interactive chat while documenting activities and reporting back to agent offices. To retain knowledge of commercial acceptance and rejection rules and guidelines, pricing, classification, and hazard recognition. To support internal and external customers by providing service for FB Partners policies. To assist Senior Commercial Service Center Representatives train and provide support to the Associate Commercial Service Center Representatives.
RESPONSIBILITIES
Commercial Service Center Representative Responsibilities
Complete service requests on commercial policies including certificates of insurance, endorsements, and renewal reviews.
Maintain a high level of knowledge of Farm Bureau commercial products to be a trusted resource on coverage and risk evaluation for agency and home office staff. Stay current on product changes.
Analyze and complete commercial service activities within the authority limit. Identify risks requiring underwriter evaluation and approval, and assign such risks based on guidelines, procedures, and service standards.
Maintain knowledge of Farm Bureau systems and procedures as they relate to job functions. Identify, recommend, and enact procedural changes to improve job efficiency and effectiveness. Look for ways to streamline and facilitate policy handling.
QUALIFICATIONS
Commercial Service Center Representative Qualifications
Required
High school diploma or equivalent required.
Associate degree preferred, with a focus on marketing, business administration, management, insurance, or finance.
Minimum of one year insurance related experience required.
Experience using Microsoft Word, Excel, and PowerPoint required.
Valid driver's license with an acceptable driving record.
Designations in CISR, AINS, or CIC required, or actively being pursued.
Must be willing to pursue self-development training including but not limited to insurance, policy rating and coverages, processing and procedures training, computer training, and customer service training.
P/C License required or obtained within 90 days of employment.
Note: Farm Bureau offers a full benefit package including medical, dental, vision, and 401K.
PM19
Auto-ApplyFinancial Services Consultant
Service specialist job in Lansing, MI
Join Our Team as a Financial Services Consultant - Empower Clients to Achieve Financial Success!
Are you passionate about helping people make informed financial decisions, building trust-based client relationships, and delivering value-driven solutions? We're looking for a results-oriented and client-focused Financial Services Consultant to join our growing team. In this role, you'll provide expert financial guidance, support clients in reaching their financial goals, and contribute to the growth of our organization.
Why You'll Love This Role
💼 Comprehensive Training & Licensing Support: Whether you're new to the financial industry or already certified, we'll provide the tools, mentorship, and education you need to thrive.
⏰ Flexible Work Options: Full-time or part-time positions with remote flexibility.
📈 Career Advancement: Clear pathways into senior consulting, financial planning, or leadership roles.
💰 Lucrative Compensation: Base salary plus commissions, performance bonuses, and growth incentives.
Key Responsibilities
Provide personalized financial consultations and solutions to clients.
Assess client needs and recommend suitable products and services (e.g., investments, insurance, retirement planning, wealth management).
Build and maintain strong, trust-based client relationships.
Educate clients on financial strategies and market trends to support informed decision-making.
Track client progress, review financial plans, and make adjustments as needed.
Stay current on financial products, regulations, and best practices to deliver top-tier service.
What We're Looking For
✔ Strong interpersonal and communication skills
✔ Analytical mindset and attention to detail
✔ Ability to build credibility and earn client trust
✔ Self-motivated, goal-driven, and organized
✔ Experience in financial services, consulting, banking, or insurance is a plus (but not required)
✔ Relevant certifications or licensing (or willingness to obtain) is an advantage
Perks & Benefits
✅ Paid training and support for licensing/certifications
✅ Health insurance and retirement plan options
✅ Commission bonuses and performance-based incentives
✅ Growth opportunities into leadership, planning, or portfolio management roles
Ready to Help Others Reach Financial Freedom?
If you're excited about making a real impact and building a rewarding career in financial consulting, we want to hear from you!
👉 Apply today and become a Financial Services Consultant-where your guidance creates financial confidence.
Auto-ApplyOperations Specialist
Service specialist job in Battle Creek, MI
The Operations Specialist is responsible for supporting the Operations Team through multiple tasks required for the successful support of each region's individual needs. Essential Functions and Job Responsibilities: * Supports operations team with discovery and training as necessary with AdaptHealth processes.
* Responsible for providing support during process improvement initiatives to assist with driving all areas of workflow, including verification, and data analysis.
* Develop and maintain working knowledge of current products and services offered by the company
* Must be familiar with payer guidelines and reading clinical documentation to determine qualification status and compliance for all equipment and services.
* Working knowledge in all areas of AdaptHealth customer service, intake, daily operations and revenue cycle processes and workflows from beginning to end, which may include
* Review all required documentation to ensure accuracy
* Accurately process, verify, and/or submit documentation
* Complete insurance verification to determine patient's eligibility, coverage, co-insurances, and deductibles
* Obtain pre-authorization if required by an insurance carrier and process physician orders to insurance carriers for approval and authorization when required (if helping a region)
* Navigate through multiple online EMR systems to obtain applicable documentation
* Enter and review all pertinent information in EMR system including authorizations and expiration dates
* Meet quality assurance requirements and other key performance metrics
* Pays attention to detail and has great organizational skills
* Actively listens to teams, region leaders and handle stressful situations with compassion and empathy.
* Ability to analyze data and reports to identify execution errors in workflow, troubleshoot and fix the exceptions, advise staff on corrections.
* Collaborate with the Operations Team on exceptions and solutions within workflow processes
* Communicate with operations teams and leadership on an on-going basis regarding any noticed trends in process errors with insurance companies
* Assist with various projects and tasks as needed for various unique processes
* Participate in the effort to define, document, and refine processes, procedures and workflows for business operations based on industry and company best-practices.
* Participate in the effort to create training materials and train client engagement and service teams
* Maintain patient confidentiality and function within the guidelines of HIPAA.
* Completes assigned compliance training and other educational programs as required.
* Maintains compliant with AdaptHealth's Compliance Program.
* Perform other related duties as assigned.
Competency, Skills and Abilities:
* Excellent ability to communicate both verbally and in writing
* Ability to prioritize and manage multiple tasks
* Proficient computer skills and knowledge of Microsoft Office
* Solid ability to learn new technologies and possess the technical aptitude required to understand flow of data through systems as well as system interaction
* General knowledge of Medicare, Medicaid, and Commercial health plan methodologies and documentation requirements preferred.
* Work well independently and as part of a group
* Ability to adapt and be flexible in a rapidly changing environment, be patient, accountable, proactive, take initiative and work effectively on a team
Requirements
Education and Experience Requirements:
* High School Diploma or equivalency
* Three (3) years' work related in health care administrative, financial, or insurance customer services, claims, billing, call center or management regardless of industry is required.
Physical Demands and Work Environment:
* Work environment will be stressful at times, as overall office activities and work levels fluctuate
* Must be able to bend, stoop, stretch, stand, and sit for extended periods of time
* Subject to long periods of sitting and exposure to computer screen
* Ability to perform repetitive motions of wrists, hands, and/or fingers due to extensive computer use
* Excellent ability to communicate both verbally and in writing
* Ability to effectively communicate both verbally and written with internal and external customers with the ability to demonstrate empathy, compassion, courtesy, and respect for privacy.
* Mental alertness to perform the essential functions of position.
Customer Service Advisor
Service specialist job in Lansing, MI
Job Description
We're looking for an enthusiastic, highly-motivated customer service representative to provide an excellent experience to our customers. Job seekers should have a background in service, and exceptional communication, listening, and problem-solving skills. If you love interacting with people and you're interested in new opportunities, career growth, and a positive, fast-paced work environment, we want to hear from you!
Compensation:
$37,185 - $45,000 yearly
Responsibilities:
Provide thorough follow-ups to customer interactions, ensuring customer satisfaction
Ensure customer account information is up-to-date
Answer incoming calls on product and service questions, customer complaints, and general customer inquiries
Interact with the sales lead to maintain and improve service and product knowledge
Find patterns in customer complaints and bring them to the team for improvement
Manage the implementation of new benefits or changes to benefits for clients. Interface with insurance carriers, process required paperwork and documentation, and perform quality checks to confirm that requests are completed appropriately
Prepare educational material for open enrollment or educational meetings
Qualifications:
Proven success working in a fast-paced environment, with the ability to handle multiple projects and responsibilities
Ability to provide raving fan service to existing accounts and prospective clients
High level of attention to detail; able to follow processes, utilize systems, and meet/exceed deadlines
Strong writing and computer skills are a must; experience in Outlook and Excel is required
Employee benefits experience preferred, but not required
Marketing and sales experience are a plus
College education preferred, but not required
About Company
We are a respected employee benefits consulting firm with over 55 years of experience. Our proven track record of providing comprehensive solutions to small-to-medium-sized business owners is a hallmark of our success. With a strong infrastructure, back-office support, and industry expertise, we help clients meet their goals of attracting and retaining key talent.
Advanced Technology: State-of-the-art tools and systems assist our benefit consultants in streamlining their clients' benefit processes and employee education to maximize their benefit costs.
Broad Product Offerings: As a non-proprietary firm, we offer a diverse portfolio of healthcare, group life, disability, dental, and vision insurance plans from traditional carriers in the marketplace. This ensures our ability to meet clients' needs.
webcam interview for IBM Jazz CLM Process Specialist (CSM or SAFe Certifications preferred)
Service specialist job in Lansing, MI
360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement.
Our services are vast and we produce software and web products. We specialize in Mobile development, i.e. iPhone and Android apps. We use Objective C and Swift programming languages to create native applications for iPhone, whereas we use Android Code to develop native applications for Android devices. To create applications that work on cross-platforms, we use a number of frameworks such as Titanium, PhoneGap and JQuery mobile.
Furthermore, we build web products and offer services such as web designing, layouts, responsive designing, graphic designing, web application development using frameworks based on model view controller architecture and content management system. Our services also extend to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one's business and ease out all the operations by giving an easy platform. Apart from this, we also provide IT Staffing services that can help your organization to a great extent as you can hire highly skilled personnel's through us.
We make sure that we deliver performance driven products that are optimally developed as per your organization's needs. Take a shot at us for your IT requirements and experience a radical change.
Job Description
Seeking an IT Specialist with a unique skill set required for Rational Team Concert (RTC). This is a new position and we would like to contract an IBM Jazz CLM Process Specialist.
Qualifications
Experience in mentoring, training and leading the effort in adopting the Jazz/CLM toolset in enterprise organizations
Experience in mentoring, training and leading the effort for effective requirement management practices in enterprise organizations
Experience in mentoring, training and leading the effort for effective test management practices in enterprise organizations
Experience in mentoring, training and leading the effort for effective configuration and change management practices in enterprise organizations
Certification as Jazz/CLM/Scrum Master
SAFe Certification
Additional Information
Thanks and Regards,
Karan Sharma
510-254-3300 ext. 150
Branch Operations Specialist (Kalamazoo, MI)
Service specialist job in Kalamazoo, MI
Who We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description:
The firm is seeking a Branch Operations Specialist to join their branch office in Kalamazoo, MI. This role requires superior interpersonal skills as well as organizational and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a team under the leadership of the Branch Manager. This role will report directly to the National Branch Operations Administrator with secondary reporting to the Branch Manager.
Responsibilities:
* Assist in maintaining the day to day operations to ensure operational excellence
* Support client onboarding process
* Maintain and process documents
* Assist with audit preparations
* Communicate effectively and efficiently with home office personnel
* Interact and support branch staff and all levels of management
* Interact on routine/sensitive matters
* Ensure that all documents are sent to home office in a timely manner
* Cross training within other positions in the Operations area
* Willing and able to take on additional tasks
Qualifications:
* FINRA Registration: SIE and Series 99 required (Within 6 months of hire)
* Brokerage operations experience
* Strong attention to detail and accuracy
* Intermediate Microsoft Office skills
* Ability to navigate multiple computer systems, applications, and utilize search tools to find information
* Excellent verbal, written, and interpersonal communication skills
* Effective organizational, multi-tasking, and prioritizing skills
Store Operations Specialist
Service specialist job in Kalamazoo, MI
The Store Operations Specialist (SOS) leads and trains teams in performing all freight functions, including: unloading, processing, stocking, and resets.
Key Roles and Responsibilities
Provides customers a positive shopping experience
Performs cashier duties accurately while processing all transactions per policy.
Maintains 5S standards (Sort, Straighten, Systematic cleanup, Standardize and Sustain) in receiving.
Leads team in performing all freight functions including stocking and resets. Ensures Specialists are focused first in their specialized areas.
Unload, process, and stock freight to correct location, following merchandising guidelines.
Timely and thorough incident reporting compliance.
Performs store recovery tasks and housekeeping (inside and out) as required during stocking efforts.
Performs and trains team on store freight processing and merchandising responsibilities
Operates all equipment in a safe manner per directed procedures.
Ensures a safe working and shopping environment while minimizing shrink and damages.
Executes company directives, policies and procedures timely, accurately, and thoroughly.
Qualifications and Competencies
At least 18 years old
High School Diploma/Equivalent
Ability to work a flexible schedule including nights, weekends, and some holiday
Ability to lift a minimum of 50 lbs., team lift 100 lbs.
Contributes to a customer focused environment while demonstrating excellent service.
Communicates clearly with customers, team and leadership.
Reliable and trustworthy
Ability to work effectively independently and within a team to perform all tasks as assigned.
Maintains a positive attitude; works with a sense of urgency; demonstrates timely and thoroughly execution.
Flexible with an ability to handle multiple tasks where priorities shift with the demands of the business.
Auto-ApplyCustomer Service Advisor - Jiffy Lube Multicare
Service specialist job in Lansing, MI
Job Description
We're seeking talented candidates for full-time and part-time Guest Service Advisor (also called Customer Service Advisor or CSA) positions at Jiffy Lube Multicare. Jiffy Lube is America's leader in vehicle preventive maintenance services with over 2,000 locations. We are Stonebriar Auto Services, America's fastest-growing Jiffy Lube franchise and we're hiring now!
The successful candidate will be responsible for conferring with our guests to determine or suggest the diagnostic and mechanical services which are needed for their vehicles. All work must be performed in a safe and efficient manner while providing an outstanding guest service experience and contributing to an energetic and fun working environment. A current and valid driver's license is required. Previous experience in an automotive service environment is preferred but not required.
All team members will receive a competitive wage and a generous discount on Jiffy Lube services including Multicare services (tires, brakes, repairs) at company cost and NO CHARGE for labor. Full-time team members are eligible for paid-time-off, health, dental, and optical insurance, life and disability insurance. Due to our growth, great career advancement opportunities are available too!
For immediate consideration, please complete our employment application. We look forward to hearing from you!
People Operations Specialist
Service specialist job in Lansing, MI
Summary/objective
Under the guidance of the People Operations Business Partner, the Specialist performs diversified and confidential administrative duties in support of the People Operations Department, requiring broad and comprehensive experience, outstanding interpersonal skills and good judgment and discretion.
The People Operations Specialist is an open minded, committed team player and is energized by keeping things organized and supporting others in being successful. The Specialist's passions include hands-on work and truly understanding the fruits of the labor and the challenges faced in accomplishing the desired outcome.
This role is critical to the sustainability and business continuity of the department.
Essential Functions
Human Resources Information System (HRIS) Management
Serve as the first line for staff file management for the entire staff employment life cycle (onboarding to termination).
Maintain the integrity and confidentiality of People Operations files and records.
Maintain compliance with federal, state, and local employment laws and regulations, and recommended best practices; reviews policies and practices to maintain compliance.
Audit and maintain ADP system; upkeep files, ensures all required documents are placed in correct file folders, updates and maintains necessary and required system changes, ensures compliance with local, state and federal labor and employment law.
Maintain internal process trackers for checks & balances systems.
Collect and process new hire paperwork, both physical and electronic files
Process status updates for staff members (title, compensation, one-time awards, etc.)
Assist with the annual career planning/compensation review process
Maintain data analytics for business awareness and decision making.
Benefits, Time-Off, & Payroll Communication & Systems Management
Ensure the accuracy of all benefits enrollments in the HRIS to provide vendors with accurate eligibility information
Assist with coordination of open enrollment period
Ensure all employees' timecards are accurately completed and approved by employees and managers for successful payroll processing.
Maintain processes and administering all leave-of-absence requests and disability paperwork: medical, personal, disability.
Maintain staff time off process within the HRIS & manage internal communications (staff member, supervisor, etc.)
In collaboration with Talent Engagement Team
Schedule and assist with candidate interviews.
Schedule and assist with new hire orientations.
Acquire background checks and employee eligibility verifications.
Prompt new hires for document completion in the HRIS for onboarding.
Perform other duties as assigned
Specific Functions
Support the mission of creating sustainability and business continuity by providing process expertise, tools, templates, guidance to document process and procedures, creating references to ensure standard and consistent practices across the department.
In collaboration with People Operations team members, create, maintain, and actively execute on the visual aids that will ensure standard, reproduceable work for all areas under the responsibility for People Operations.
Serve as point of contact for working groups; organize and share relevant documentation and reports with project team.
Competencies
Analytical and problem-solving skills
Excellent communication, organizational, time management, and interpersonal skills; Professional demeanor; calm, polite, kind, well-spoken.
Understanding of how to integrate into a new team/organization
Understanding of own communication and learning styles, ability to assess others styles, and how to use that information to optimize relationships and project outcomes
Exceptional technology skills; Expert skill with MS Office applications: Outlook, Word, PowerPoint
Extremely attentive to details, particularly with written communications, and PowerPoint presentations.
Ability to anticipate needs and use good business judgment in escalating priority issues.
Extremely confidential; experienced in handling highly sensitive information discreetly.
Accountable, responsible, and able to work independently.
Very flexible, able to pivot quickly as priorities change.
Required Education and Experience
Bachelor's degree in Human Resources or equivalent education/experience
Preferred Education and Experience
3+ years Human Resources experience in a highly technical environment
Experience with HRIS and ATS platforms and systems
SHRM Certified Professional (SHRM-CP) or SHRM Senior Certified Professional (SHRM-SCP) credential
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee must occasionally lift or move office products and supplies, up to 20 pounds
Position Type/Expected Hours of Work
Full-time position.
Company's standard operating hours are Monday thru Friday 6:00 a.m. - 6:00 p.m. with production related activities requiring 24/7/365 shifts. This position will have regular working hours during M - F with an expectation of adjusting to work outside of the standards operating hours as needed.
Niowave has multiple locations within the Lansing area. Travel between locations is expected in the role.
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
IBM Jazz/CLM Process Specialist
Service specialist job in Lansing, MI
We are from US IT Solutions, an ISO Certified, E-Verify, WMBE Certified organization established in 2005 in CA. O ur company is serving various State, Local and County Departments for over 10 years. USITSOL has been helping clients innovate across all phases of the application lifecycle for over a decade. Some of our prestigious clients are State of CA, State of OR, State of FL, State of NC, State of GA, State of CO, State of VA, State of AR, State of MI, State of OH, State of IL, State of MO, State of MS, California State University, Sacramento Area Sanitation Department, SMUD, Sound Transit, LA Superior Courts, District of Columbia, UMAS, University of Central Florida and Hennepin County and many more.
Job Description
Short Description:-
We are Seeking an IT Specialist with a unique skill set required for Rational Team Concert (RTC). This position is like to be a contract for an IBM Jazz CLM Process Specialist.
Qualifications
Complete Description:
This position functions as an expert in mentoring teams to comply with
policies and procedures from a process perspective supporting multiple business areas across the whole Department. This position will work with the tool administration team and other team to configure the tool to follow industry best practices and standards
.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Winner's Circle - Customer Service
Service specialist job in Lansing, MI
Dave & Buster's is different from everywhere else. No two days are ever the same. Time will fly by serving hundreds of people with flexible schedules you can accommodate school or other jobs. Plus, your co-workers are awesome!
Dave & Buster's offers an attractive benefits package for many positions, including medical, dental, vision, 401K, FREE GAMES and more.
POSITION SNAPSHOT: Our Winner's Circle position ensures Guests' initial impressions with Dave & Buster's are positive and welcoming. The Winner's Circle position requires a strong communicator who will guide our Guests through their Midway experience.
NITTY GRITTY DETAILS:
Delivers an unparalleled Guest experience through the best combination of food, drinks and games in an ideal environment for celebrating all out fun.
Keeps immediate supervisor promptly and fully informed of all problems or unusual matters of significance and takes prompt corrective action where necessary or suggests alternative courses of action.
Provides timely and accurate service while managing wait times and communicating information as needed to Guests, Team Members, and Managers.
Greets Guests with a positive attitude and enthusiasm while performing multiple job functions. Smiles and greets Guests upon entering.
Assists the Guest with all requests and answers questions as needed and makes recommendations on items.
Provides game assistance by promptly notifying Support Technicians or Management as needed.
Bids farewell to Guests leaving. Ensures everything was satisfactory and invites Guests to return.
Notifies Manager of any Guest that is perceived to be unhappy.
Practices proper cost controls by accurately weighing tickets and scanning merchandise.
Responsible for stocking, displaying and securing merchandise in all storage areas.
Responsible for the reconciliation of tickets and merchandise inventory.
Conducts merchandise inventory during and after shift, if applicable.
Checks for restocking of necessary supplies. Brings all areas up to standard. Discusses problem areas with Manager.
Reviews the cleanliness and organization of the Winner's Circle. Ensures all plush and shelves are stocked, properly cleaned, and maintained.
Properly positions and set up displays to increase Guest traffic and promote sales.
Assists other Team Members as needed.
Maintains a favorable working relationship with all other company Team Members to foster and promote a cooperative and harmonious working climate that will be conducive to maximum Team Member morale, productivity and efficiency/effectiveness.
Must be at least 16 years of age.
RequirementsSTUFF OUR ATTORNEYS MAKE US WRITE:
The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this position, the Team Member will regularly be required to:
Be friendly and able to smile frequently.
Work days, nights, and/or weekends as required.
Work in noisy, fast paced environment with distracting conditions.
Read and write handwritten notes.
Lift and carry up to 30 pounds.
Move about facility and stand for long periods of time.
Walk or stand 100% of shift.
Reach, bend, stoop, mop, sweep and wipe frequently.
The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified in this position.
As an equal opportunity employer, Dave & Buster's is dedicated to our policy of nondiscrimination in all aspects of employment, and we comply with all Federal, State and Local laws regarding nondiscrimination.
Dave and Buster's is proud to be an E-Verify Employer where required by law.
Salary
Compensation is from $12.48 - $16 per hour
Salary Range:
12.48
-
16
We are an equal opportunity employer and participate in E-Verify in states where required.
Auto-ApplyResolutions Specialist
Service specialist job in Lansing, MI
Responsible for performing resolution activities associated with delinquent and charged off member accounts and loans, including VISA credit and debit cards, lines of credit, secured loans, signature loans, real estate loans, and home equity lines of credit. Review delinquent and charged off accounts, determines the Credit Union's position and, as circumstances indicate, directs and assists legal counsel in resolution proceedings. Assists in fraud and bond claims when requested by management. Ensures that the Credit Union's professional image is maintained.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Assumes responsibility for the effective and professional performance of resolution functions.
Utilizes effective human relations' skills and various forms of persuasion to present a positive Credit Union image in an already negative situation. Answers member questions and complaints relevant to Department functions. Determines Credit Union position in legal proceedings and works to minimize losses.
Uses experience and knowledge of Credit Union loan policies, procedures and documentation to review member's files in order to establish effectiveness of resolution proceedings.
Works toward prompt resolution of negative and delinquent accounts through negotiations with member.
Initiates small claims proceedings when appropriate
Represents the credit union in small claims proceedings when necessary.
Prepares reports as requested by department manager.
Performs resolutions efforts in accordance with Credit Union policies and procedures and ensures they are legally compliant.
Assumes responsibility for efficient administration of resolutions activities.
Keeps accurate and up-to-date activity reports on assigned accounts and/or loan delinquencies.
Documents all resolution actions taken, including telephone conversations, alternative financial arrangements, and correspondence.
Researches negative share accounts that appear on negative reports to ensure that Credit Union errors are detected promptly. Provides members the opportunity to fully explain their negative status.
Responsible for managing the maintenance, repair and security of repossessed properties, as directed and approved by management. Responsible for collateral repossessions, and the disposition of repossessed Credit Union assets.
Assumes responsibility for ensuring that professional business relations are established and maintained with Credit Union members and all other professionals.
Maintains the Credit Union's professional reputation throughout resolution operations and in all contacts with members, legal counsel, outside agencies and all other outside professionals.
Works with negative or delinquent borrowers to reach suitable arrangements to restore accounts to current status. Utilizes effective human relations skills and persuasion to calm irate members and resolve negative situations. Discusses possible financial arrangements, informs members of possible legal actions, and provides or suggests financial counseling as means to arrive at suitable payment arrangements.
Maintains confidentiality.
Develops contacts with local authorities, Tri County loss prevention and MACI members to effectively minimize Credit Union Losses.
Assumes responsibility for establishing and maintaining effective communications and coordination with Credit Union personnel.
Assist area personnel as needed.
Keeps management informed of activities, progress attained toward established objectives, and of any significant problems.
Attends and participates in meetings as required.
Assumes responsibility for related duties as required or assigned.
Stays informed of changes in resolution policies, procedures, and related legal requirements.
Ensures that work area is clean, secure and well maintained.
PERFORMANCE MEASUREMENTS
Delinquent and negative accounts and/or loans are closely monitored and reviewed.
Appropriate resolutions actions instituted are in accordance with established Credit Union policies and are legally compliant. Legal actions are closely supervised and directed.
Delinquent and Charge off accounts and/or loans are promptly evaluated for the most cost-effective recovery. A recovery goal, which meets with management standards, is maintained.
Professional business relations exist with members and all outside professional contacts. All member questions are courteously answered.
Effective working relations and coordination exist with Credit Union legal counsel.
Required reports and records are accurate and timely.
Good working relations exist with area personnel and with management. Management is appropriately informed of area activities. Collectors are supported and directed as needed.
QUALIFICATIONS
Education/Certification: High school graduate or equivalent.
Additional business training strongly preferred.
Required Knowledge: General knowledge of resolution procedures, skip tracing and related laws and regulations.
Understanding of Credit Union loan products and policies.
Familiar with deposit programs and account ownership.
Experience Required: None
Skills/Abilities: Accuracy and thoroughness in work.
Ability to manage multiple tasks and assignments.
Excellent communication, telephone, and public relations skills.
Ability to work well independently.
Ability to work well in stressful situations.
Ability to operate related computer applications and other business.
CASE Credit Union was chartered on February 19, 1936, to serve Lansing area teachers and administrators as Lansing Teachers Credit Union. From operating within Lansing High School with 180 members, today, over 85 years later, we serve a membership of over 45,000 members and operate five branches throughout the Greater Lansing area, while controlling over $384 million in assets. We pride ourselves on living our mission of assisting members and employees to achieve financial success through service that is superior, convenient, and easy to use. CASE is a Community Development Credit Union (CDCU). A CDCU is a credit union with a mission of serving low and moderate-income people and communities.
CASE prides itself on having a culture focused on diversity and inclusion, reflected in having received the 2020 Lansing Area Economic Partnership (LEAP) Diversity award. Additionally, at CASE Credit Union, we're committed to hiring the best and brightest. Just as we are dedicated to helping our members achieve success, we are dedicated to helping our employees grow and thrive. That's why we are proud to offer a team-oriented working environment, with competitive salaries and benefits, and countless opportunities for growth and advancement. CASE Credit Union offers affordable medical, dental, and vision and provides disability insurance and life insurance to our employees at no cost to them. We also provide tuition reimbursement for those who desire to continue their education while working with us. Come work with CASE Credit Union and experience exciting career opportunities in the financial industry.
Auto-ApplyFinancial Services Specialist - West Side Branch
Service specialist job in Lansing, MI
The Financial Services Specialist role is responsible for providing superior member experience that leads to increased member engagement and satisfaction with the Credit Union. The Financial Services Specialist will deliver personalized service, making product and service recommendations after a thorough review of each member's unique financial position. Financial Services Specialists respond to member requests while recommending additional products and services that elevate the member's financial wellbeing and perform these tasks with accuracy and efficiency. Financial Services Specialists are responsible for problem solving to find the optimal solution for the member while mitigating risk to the member and Credit Union.
Work Arrangement: This position is scheduled for an onsite presence at the West Side Branch.
Schedule:
This position requires working a standard 40 hour week during Branch hours of operations
Monday - Thursday 8:45am - 5:45pm
Friday 8:00am - 6:15pm
Rotating Saturdays 8:45am - 1:15pm
Employees work every other Saturday and receive a consistent day off during the week to offset their hours
Scheduled hours could change based on business need and future department growth.
An offer of employment with MSU Federal Credit Union and affiliates is contingent upon the agreed work arrangement (onsite) and work location. MSU Federal Credit Union may or may not be able to accommodate temporary or permanent changes to work arrangements or allow employment outside the city and/or state of residency in which the new hire resides at the time of offered employment.
Compensation & Benefits:
Starting at $18/hour dependent on experience
100% Company-Paid Health, Dental, Vision, Life, and Long-Term Disability Premiums
Up to 26 days of PTO within your first year, as well as Volunteer Time Off & 11 Paid Holidays
401(k) with a company match
Tuition Reimbursement
Up to 12 Weeks of Paid Parental Leave
Learn more about our benefits here
Essential Duties and Responsibilities
Financial Services Specialist
Provide superior member service by responding to members' inquiries with urgency, process transactions accurately and with proficiency, personalizing interactions with recommendations of products and services specific to members' unique needs.
Identify and sell products and services, provide financial education to enhance the member experience, and achieve individual and departmental goals.
Utilize outbound calling and cross-selling tools to further develop relationships with current members.
Utilize department and Credit Union procedures to mitigate risk, ensuring that member requests and transactions are processed with accuracy, protecting both members and the Credit Union from loss.
Manage time effectively while demonstrating initiative within the branch, consistently seeking opportunities for personal development and expanding knowledge to better serve members and the Credit Union.
Utilize a variety of communication channels (e.g., in-person, email, team collaboration tools) to ensure clear, effective, and timely communication within the team and across the Credit Union.
Actively promote and guide members in using Credit Union technology, enhancing their experience and empowering them to manage their finances with ease and confidence.
Demonstrate proficiency in Credit Union product knowledge, services, and fintech partners.
Effectively handle escalations by taking ownership, de-escalating concerns with empathy and professionalism, and resolving issues to achieve superior service.
Apply fraud detection strategies, taking steps to mitigate risks, protecting members and the Credit Union.
Complete required departmental activities and trainings to ensure compliance with state and federal regulations, and Credit Union policies.
Adhere to safety and security procedures regarding emergency situations, third party access to secure areas, and promptly communicate suspicious activity to leadership.
Follow established processes and guidelines in daily activities, adhering to all applicable laws and regulations, adapting to new information, technology platforms, handling ambiguity and adapting to change.
Display adaptability and flexibility in meeting business needs based on member volume patterns at a branch or throughout the branch network.
Consistently meet or exceed established performance metrics, contributing to the Credit Union's goals and delivering a high standard of service.
Knowledge, Skills and Abilities
Financial Services Specialist:
High School Diploma or Equivalent required.
Follow proper balancing and cash handling procedures
Regular and predictable attendance
Demonstrate company core values
Ability to work scheduled hours including, weekend and overtime, when applicable
Receptiveness to accepting and applying feedback
Attention to detail
Proficiency in member service
Excellent listening skills
Clear and effective communication skills
Professional business etiquette and presentation skills, including maintaining a professional workspace
Strong sales skills with identifiable results
Critical thinking and problem-solving skills
Effective use of fraud detection and prevention techniques
Effective written and verbal communication skills
Skills in de-escalating and resolving escalating member situations
Adaptability and flexibility
Analytical skills and the ability to work independently
Math and general clerical aptitude
Ability to multitask and prioritize
Reliable and dependable
Error free typing skills with emphasis on accuracy
Functional knowledge of Credit Union or other financial institution systems, products, services, and procedures preferred
High School Diploma or GED
Competencies
Core Competencies that must be demonstrated by all Credit Union employees include Communicate, Navigate Change & Evolve, Solve Problems & Make Decisions, Plan, Prioritize, and Achieve, and Collaborate.
Physical Demands and Work Environment
May be required to remain in a stationary position for an extended period
Ability to operate standard office technology, equipment and tools, which may include many hours of computer and phone usage
Ability to move about inside of office area
Exposure to potentially hazardous conditions, i.e., robbery, and follows detailed instructions and procedures to minimize the exposure
The working arrangement for this position is onsite
Ability to safely lift, carry, and move items as required for branch operations
Disclaimer
Note this job description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and MSU Federal Credit Union reserves the right to change this position description and/or assign tasks for the employee to perform, as MSUFCU may deem appropriate.
MSUFCU is an affirmative-action, equal-opportunity employer.
To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.
webcam interview for IBM Jazz CLM Process Specialist (CSM or SAFe Certifications preferred)
Service specialist job in Lansing, MI
360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement.
Our services are vast and we produce software and web products. We specialize in Mobile development, i.e. iPhone and Android apps. We use Objective C and Swift programming languages to create native applications for iPhone, whereas we use Android Code to develop native applications for Android devices. To create applications that work on cross-platforms, we use a number of frameworks such as Titanium, PhoneGap and JQuery mobile.
Furthermore, we build web products and offer services such as web designing, layouts, responsive designing, graphic designing, web application development using frameworks based on model view controller architecture and content management system. Our services also extend to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one's business and ease out all the operations by giving an easy platform. Apart from this, we also provide IT Staffing services that can help your organization to a great extent as you can hire highly skilled personnel's through us.
We make sure that we deliver performance driven products that are optimally developed as per your organization's needs. Take a shot at us for your IT requirements and experience a radical change.
Job Description
Seeking an IT Specialist with a unique skill set required for Rational Team Concert (RTC). This is a new position and we would like to contract an IBM Jazz CLM Process Specialist.
Qualifications
Experience in mentoring, training and leading the effort in adopting the Jazz/CLM toolset in enterprise organizations
Experience in mentoring, training and leading the effort for effective requirement management practices in enterprise organizations
Experience in mentoring, training and leading the effort for effective test management practices in enterprise organizations
Experience in mentoring, training and leading the effort for effective configuration and change management practices in enterprise organizations
Certification as Jazz/CLM/Scrum Master
SAFe Certification
Additional Information
Thanks and Regards,
Karan Sharma
510-254-3300 ext. 150
Branch Operations Specialist (Kalamazoo, MI)
Service specialist job in Kalamazoo, MI
Who We Are:
Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description:
The firm is seeking a Branch Operations Specialist to join their branch office in Kalamazoo, MI. This role requires superior interpersonal skills as well as organizational and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a team under the leadership of the Branch Manager. This role will report directly to the National Branch Operations Administrator with secondary reporting to the Branch Manager.
Responsibilities:
Assist in maintaining the day to day operations to ensure operational excellence
Support client onboarding process
Maintain and process documents
Assist with audit preparations
Communicate effectively and efficiently with home office personnel
Interact and support branch staff and all levels of management
Interact on routine/sensitive matters
Ensure that all documents are sent to home office in a timely manner
Cross training within other positions in the Operations area
Willing and able to take on additional tasks
Qualifications:
FINRA Registration: SIE and Series 99 required (Within 6 months of hire)
Brokerage operations experience
Strong attention to detail and accuracy
Intermediate Microsoft Office skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Excellent verbal, written, and interpersonal communication skills
Effective organizational, multi-tasking, and prioritizing skills
Operations Specialist
Service specialist job in Kalamazoo, MI
The Operations Specialist is responsible for supporting the Operations Team through multiple tasks required for the successful support of each region's individual needs. Essential Functions and Job Responsibilities: * Supports operations team with discovery and training as necessary with AdaptHealth processes.
* Responsible for providing support during process improvement initiatives to assist with driving all areas of workflow, including verification, and data analysis.
* Develop and maintain working knowledge of current products and services offered by the company
* Must be familiar with payer guidelines and reading clinical documentation to determine qualification status and compliance for all equipment and services.
* Working knowledge in all areas of AdaptHealth customer service, intake, daily operations and revenue cycle processes and workflows from beginning to end, which may include
* Review all required documentation to ensure accuracy
* Accurately process, verify, and/or submit documentation
* Complete insurance verification to determine patient's eligibility, coverage, co-insurances, and deductibles
* Obtain pre-authorization if required by an insurance carrier and process physician orders to insurance carriers for approval and authorization when required (if helping a region)
* Navigate through multiple online EMR systems to obtain applicable documentation
* Enter and review all pertinent information in EMR system including authorizations and expiration dates
* Meet quality assurance requirements and other key performance metrics
* Pays attention to detail and has great organizational skills
* Actively listens to teams, region leaders and handle stressful situations with compassion and empathy.
* Ability to analyze data and reports to identify execution errors in workflow, troubleshoot and fix the exceptions, advise staff on corrections.
* Collaborate with the Operations Team on exceptions and solutions within workflow processes
* Communicate with operations teams and leadership on an on-going basis regarding any noticed trends in process errors with insurance companies
* Assist with various projects and tasks as needed for various unique processes
* Participate in the effort to define, document, and refine processes, procedures and workflows for business operations based on industry and company best-practices.
* Participate in the effort to create training materials and train client engagement and service teams
* Maintain patient confidentiality and function within the guidelines of HIPAA.
* Completes assigned compliance training and other educational programs as required.
* Maintains compliant with AdaptHealth's Compliance Program.
* Perform other related duties as assigned.
Competency, Skills and Abilities:
* Excellent ability to communicate both verbally and in writing
* Ability to prioritize and manage multiple tasks
* Proficient computer skills and knowledge of Microsoft Office
* Solid ability to learn new technologies and possess the technical aptitude required to understand flow of data through systems as well as system interaction
* General knowledge of Medicare, Medicaid, and Commercial health plan methodologies and documentation requirements preferred.
* Work well independently and as part of a group
* Ability to adapt and be flexible in a rapidly changing environment, be patient, accountable, proactive, take initiative and work effectively on a team
Requirements
Education and Experience Requirements:
* High School Diploma or equivalency
* Three (3) years' work related in health care administrative, financial, or insurance customer services, claims, billing, call center or management regardless of industry is required.
Physical Demands and Work Environment:
* Work environment will be stressful at times, as overall office activities and work levels fluctuate
* Must be able to bend, stoop, stretch, stand, and sit for extended periods of time
* Subject to long periods of sitting and exposure to computer screen
* Ability to perform repetitive motions of wrists, hands, and/or fingers due to extensive computer use
* Excellent ability to communicate both verbally and in writing
* Ability to effectively communicate both verbally and written with internal and external customers with the ability to demonstrate empathy, compassion, courtesy, and respect for privacy.
* Mental alertness to perform the essential functions of position.
Resolutions Specialist
Service specialist job in Lansing, MI
Responsible for performing resolution activities associated with delinquent and charged off member accounts and loans, including VISA credit and debit cards, lines of credit, secured loans, signature loans, real estate loans, and home equity lines of credit. Review delinquent and charged off accounts, determines the Credit Union's position and, as circumstances indicate, directs and assists legal counsel in resolution proceedings. Assists in fraud and bond claims when requested by management. Ensures that the Credit Union's professional image is maintained. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional performance of resolution functions. a. Utilizes effective human relations' skills and various forms of persuasion to present a positive Credit Union image in an already negative situation. Answers member questions and complaints relevant to Department functions. Determines Credit Union position in legal proceedings and works to minimize losses. b. Uses experience and knowledge of Credit Union loan policies, procedures and documentation to review member's files in order to establish effectiveness of resolution proceedings. c. Works toward prompt resolution of negative and delinquent accounts through negotiations with member. d. Initiates small claims proceedings when appropriate e. Represents the credit union in small claims proceedings when necessary. f. Prepares reports as requested by department manager. g. Performs resolutions efforts in accordance with Credit Union policies and procedures and ensures they are legally compliant. 2. Assumes responsibility for efficient administration of resolutions activities. a. Keeps accurate and up-to-date activity reports on assigned accounts and/or loan delinquencies. b. Documents all resolution actions taken, including telephone conversations, alternative financial arrangements, and correspondence. c. Researches negative share accounts that appear on negative reports to ensure that Credit Union errors are detected promptly. Provides members the opportunity to fully explain their negative status. d. Responsible for managing the maintenance, repair and security of repossessed properties, as directed and approved by management. Responsible for collateral repossessions, and the disposition of repossessed Credit Union assets. 3. Assumes responsibility for ensuring that professional business relations are established and maintained with Credit Union members and all other professionals. a. Maintains the Credit Union's professional reputation throughout resolution operations and in all contacts with members, legal counsel, outside agencies and all other outside professionals. b. Works with negative or delinquent borrowers to reach suitable arrangements to restore accounts to current status. Utilizes effective human relations skills and persuasion to calm irate members and resolve negative situations. Discusses possible financial arrangements, informs members of possible legal actions, and provides or suggests financial counseling as means to arrive at suitable payment arrangements. c. Maintains confidentiality. d. Develops contacts with local authorities, Tri County loss prevention and MACI members to effectively minimize Credit Union Losses. 4. Assumes responsibility for establishing and maintaining effective communications and coordination with Credit Union personnel. a. Assist area personnel as needed. b. Keeps management informed of activities, progress attained toward established objectives, and of any significant problems. c. Attends and participates in meetings as required. 5. Assumes responsibility for related duties as required or assigned. a. Stays informed of changes in resolution policies, procedures, and related legal requirements. b. Ensures that work area is clean, secure and well maintained. QUALIFICATIONS EDUCATION/CERTIFICATION: High school graduate or equivalent. Additional business training strongly preferred. REQUIRED KNOWLEDGE:
General knowledge of resolution procedures, skip tracing and related laws and regulations.
Understanding of Credit Union loan products and policies.
Familiar with deposit programs and account ownership.
EXPERIENCE REQUIRED: None SKILLS/ABILITIES:
Accuracy and thoroughness in work.
Ability to manage multiple tasks and assignments.
Excellent communication, telephone, and public relations skills.
Ability to work well independently.
Ability to work well in stressful situations.
Ability to operate related computer applications and other business
Financial Services Specialist
Service specialist job in Lansing, MI
OBJECTIVE
Financial Services Specialist Objective
To process various financial transactions to support our billing and policy issuance systems. To address questions and concerns from internal and external customers by providing billing account and personal lines and commercial lines of business policy information. To correspond with insureds, outside collection agencies, debtors, and Farm Bureau Insurance agents, while utilizing professional customer service skills. To train and provide support and assistance to the Associate Financial Services Specialists. To preserve the customer relationship, gather information, and improve the overall service process. To occasionally assist management with projects, as well as represent the department as a subject matter expert.
RESPONSIBILITIES
Financial Services Specialist Responsibilities
Maintain advanced knowledge of billing and all P/C products to process information, including changes, answering questions, and resolving problems. Ensure details of customer requests and complaints are handled accurately and efficiently by providing answers or solutions in a clear and concise manner. Make reasoned decisions quickly and appropriately.
Participate in the completion of agent chargebacks, codification, and NSFs for the financial reconciliation team.
Analyze and process nonnegotiable payments (NSFs) and initiate policy cancellations for the P/C Company. Handle write offs of NSF fees, when appropriate. Work EFT prenotes and complete insured chargebacks.
QUALIFICATIONS
Financial Services Specialist Qualifications
Required
High school diploma or equivalent required.
Professional office experience with three to five years of insurance experience preferred.
Computer experience required.
Knowledge of Microsoft Word and Excel required.
Preferred
Basic accounting or bookkeeping experience preferred.
Designations in AINS, ACS or AIS preferred.
Microsoft Access Preferred.
Note: Farm Bureau offers a full benefit package including medical, dental, vision, and 401K.
PM19
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