Customer Success Associate
Service specialist job in Chicago, IL
Job Title: Customer Success Associate (Microsoft Business Applications)
Employment Type: Full-Time
About the Role:
We are looking for a highly collaborative and communicative Customer Success Associate to join our team in downtown Chicago. In this role, you will work closely with the Microsoft team to understand customer business challenges and help propose tailored solutions within the Microsoft Business Applications platform (e.g., Dynamics 365, Power Platform).
You'll report to one of our Customer Success Managers and play a key role in ensuring a smooth customer onboarding experience, coordinating internal and external stakeholders, and driving customer satisfaction through a proactive and solution-oriented approach. This is an in-person role, and your presence at our Millennium Park Loop office will help foster a high level of collaboration with colleagues and partners.
Key Responsibilities:
Partner with Microsoft sales and success teams to understand customer goals and business pain points and drive more net new engagements to Imperium
Own the sales and onboarding journey for new customers, ensuring a seamless transition from sales to delivery
Collaborate with technical, solution, and marketing teams to propose solutions using Microsoft Business Applications
Serve as the first point of contact for customers, building trust and long-term relationships
Track progress, follow up on action items, and ensure timelines and quotas are met
Identify opportunities to expand value and engagement within existing accounts
Contribute to the improvement of our customer success playbook and onboarding processes
What We're Looking For:
Strong interpersonal and communication skills - both verbal and written
A background in sales or customer-facing roles (preferably within tech or SaaS)
Experience or familiarity with Microsoft Business Applications (Dynamics 365, Power Platform, etc.) is a plus
A team-oriented mindset with a passion for solving customer problems
Organized, detail-oriented, and capable of managing multiple priorities
Bachelor's degree or equivalent experience preferred
Why Join Us?
Work at the intersection of customer success and cutting-edge technology
Collaborate directly with Microsoft and enterprise-level customers
Commission and performance-based incentives
Comprehensive benefits package (medical, dental, vision, 401(k), PTO)
Be part of a fast-paced, mission-driven team in a prime downtown Chicago location
Opportunities for growth and development in the Microsoft ecosystem
Client Services Associate
Service specialist job in Lincolnshire, IL
We are SGS - the world's leading testing, inspection and certification company. We are recognized as the global benchmark for sustainability, quality and integrity. Our 98,000 employees operate a network of 2,650 offices and laboratories, working together to enable a better, safer and more interconnected world.
Under general supervision, act as a liaison between clients and the laboratory to help deliver good service and scope future work as needed. Prepare and submit response quotes for work. Help prepare responses to Requests for Proposals (RFPs) and more complex quotes. Work with clients and the technical laboratory to scope work for proposal. Collaborate with clients to help ensure service is being delivered and provide follow up as needed. Monitor SGS activities against quote scope, schedule teleconferences and face to face meetings as needed. Maintain pricelists. Upon request give clients sample information and coordinate technical support and advice where needed to maintain high customer satisfaction. Follow Training SOP for training and training records.
Use of general knowledge of Biopharmaceutical and/or pharmaceutical analysis from development to commercial testing encompassing methods development, validation or method transfer
Work with departments to ensure Technical and analytical Interpretation of client compendia or other reference Bioanalytical or Analytical methods to scope out requirements to meet client needs
Prepare proposals in a way that matches client enquires
Scope and speed of decision is critical to help engage new & keep existing clients happy in our services.
Incorrect scoping of work has potential to not meet client/regulatory requirements and open SGS to regulatory scrutiny.
Review & approve routine quotes
Able to review & interpret compendial and client methods to gather relevant information from the technical experts & department heads to scope out the effort and or resources required.
Uses general knowledge to develop & present technical solutions to clients in proposals indicating cost timelines & resource
With support and details from departments construct complex proposals including Development, validation, transfer or stability studies for review by the Department Heads or TCM's.
Qualifications
Degree in Pharmacy, Biotechnology, Biology, Chemistry or related science
3 - 5 years' experience working as a scientist in a lab environment or equivalent
1 - 2 years' experience in a customer service position - preferred.
Additional Information
SGS is an Equal Opportunity Employer, and as such we recruit, hire, train, and promote persons in all job classifications without regard to race, color, religion, sex, national origin, disability, age, marital status, sexual orientation, gender identity or expression, genetics, status as a protected veteran, or any other characteristics protected by law.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily with or without reasonable accommodations. The requirements listed above are representative of the knowledge, skills, and/or abilities required.
This job description should not be construed as an exhaustive statement of duties, responsibilities or requirements, but a general description of the job. Nothing contained herein restricts the company's rights to assign or reassign duties and responsibilities to this job at any time.
If you are applying for a position within the United States and you have difficulty completing the on-line employment application because of a disability, please call ************ for assistance and leave a message. You will receive a call back. Please note, this phone number is not for general employment information, but is only for individuals who are experiencing difficulty applying for a position due to a disability.
Customer Service Representative
Service specialist job in Chicago, IL
Job Title: Customer Service Representative - Producer Services
Duration: 6 months Temp to Perm
Hourly contract Position (W2 only)
Note:
Job Hours of operation 7:30am-8:00pm central time
Job Schedule-Some Saturday hours may be required.
Job Schedule-five days on site.
TEMP TO PERM
bilingual is a plus but not required
Job Hours-40 hours
Interview process- 1 Interview - Onsite/WEBEX
Client, is seeking a Producer Service Representative to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 90 years. Come join our team of hard-working, talented professionals!
Job Summary
The Producer Service Center Representative is responsible for addressing escalated customer service concerns, inquiries and activities. The Producer Service Center Representative is responsible for handling specific call types and completing the requests in accordance with departmental guidelines and procedures. As a Producer Service Center Representative, he/she is responsible for creating a positive customer experience through professionalism, amicability, and knowledge of Combined's products and systems.
Responsibilities
Demonstrate consistent good quality and performance results.
Provide consistent service that is customer focused and professional.
Supporting Field Sales agents with insurance product information
Assist with basic technical troubleshooting
Be able confident and capable to handle all new business, underwriting, claim and compensation situations.
Learn soft skills while communicating with customers
Focus on customers' needs and develops a customer centric approach in servicing customer's needs.
Consistently meets or exceeds expectations for departmental standards related to quality, average handle time, auxiliary time, after call work, customer satisfaction and other KPI's.
Exhibits and practices the Organization's Common Purposes and Shared Traits. Understands organizational objectives, supports process improvements, and provides feedback to leadership.
Learn all policy product lines, all procedures for the core and worksite calls.
Provides support for business partners as needed.
Represents the Combined tenants: Personal Connection, Empathy, Problem-Solving, and Ownership.
Skills
Ability to effectively communicate and build strong partnerships with newer employees.
Basic computer skills and knowledge of database software.
Effective problem solving/process improvement skills used to identify and resolve day-to-day operation and employee relation situations that may arise.
Demonstrated attention to detail, organizational skills, and time management skills.
Ability to work a flexible schedule to meet the needs of the business and performance requirements.
Friendly and professional demeanor.
Excellent communication and interpersonal skills.
Ability to remain calm in stressful situations.
Supplemental insurance knowledge and licensing is a plus.
Bilingual language proficiency is a plus.
Bilingual skills (verbal, written, read) in Spanish a plus
Competencies
Problem solving - take an organized and logical approach to thinking through problems and complex issues
Initiative - Willing to do more than is required or expected
Adaptability - ability to redirect personal efforts to respond to changing environment
Results Oriented - effectively executes son plans, drives for results and takes accountability for outcomes
Qualifications - External
Education and Experience
High school diploma or general education degree (GED); Associate degree preferred.
2+ years' experience in a contact center environment preferred.
Compensation:
The hourly rate for this position is between $20.00 -$22.00 per hour.
Factors which may affect starting pay within this range may include [geography/market, skills, education, experience and other qualifications of the successful candidate].
Benefits: Sunrise offers ACA compliant medical coverage/dental insurance/vision insurance to all employees. We also offer Sick time benefits as required per State regulations
Customer Service Representative
Service specialist job in Chicago, IL
Exciting new Customer Service Representative opening with a well-established Non-profit Organization located in the River North neighborhood.
Hybrid schedule, 2/3-days a week in office.
Temporary: ASAP through end of the year
$20-$22/hour based on experience
Job description
We are looking for a customer-oriented service representative. A customer service representative will act as a liaison, provide product/services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency.
Responsibilities
Make outbound membership renewal calls
Inbound calls
Identify and assess customers' needs to achieve satisfaction
Build sustainable relationships and trust with customer accounts through open and interactive communication
Provide accurate, valid and complete information by using the right methods/tools
Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
Keep records of customer interactions, process customer accounts and file documents
Follow communication procedures, guidelines and policies
Skills
Proven customer support experience or experience as a client service representative
Strong phone contact handling skills and active listening
Familiarity with CRM systems and practices
Customer orientation and ability to adapt/respond
Excellent communication and presentation skills
Ability to multi-task, prioritize, and manage time effectively
Schedule
Monday-Friday, 8:30am-5pm
Bilingual Customer Service Representative
Service specialist job in Chicago, IL
Job Title: Bilingual Spanish/English-Loyalty Services Representative
Duration: 6 Months (Contract to Hire-CTH)
No. of Positions: 1
Bilingual English/ Spanish candidates only
Interview Process: WEBEX
Job Hours: 7:30am-6:00pm CST- timeframe. Monday-Friday
Job Schedule:5 days in office
TEMP TO PERM: Yes
JOB SUMMARY
Often the first point of contact for customers, the Loyalty Services Representative is responsible for addressing customer service concerns, inquiries and activities. The Loyalty Services Specialist is responsible for retention and selling the value of Combined products and services. As a Loyalty Services Representative, he/she is responsible for creating a positive customer experience through professionalism, amicability, and knowledge of Combined's products and systems.
RESPONSIBILITIES
• Provides routine information and support to Designated Customers such as Worksite, Client Workplace, Individual Policyholders and other lines of business administered by Client.
• Ability to sell the value and retain policyholders
• Services customers via inbound and outbound calls to assist those that wish to cancel their existing insurance coverage by reviewing products, benefits and/or solving service and claims issues.
• Assists in the collection of current and past due premiums and may support additional call domains such as Claim Intake, Policyholder/Policy administration, billing/payments, or Agent servicing on a as needed basis.
• Ability to service 90% of calls independently, using the tools and resources acquired in training and continued experience.
• Collects, documents and enters data from and into multiple applications.
• Provides instructions and set expectations for policyholders
• Consistently meets or exceeds expectations for departmental standards related to quality, average handle time, auxiliary time, after call work, close rate and other KPI's.
• Exhibits and practices the Organization's Common Purposes and Shared Traits.
• Understands organizational objectives, supports process improvements, and provides feedback to leadership.
• Willingness to perform other duties as assigned.
• Expected to be able work various shifts within 7:30 a.m. - 6:00 p.m. CDT timeframe.
SKILLS
•Provide a needs analysis assessment for what a policyholder may need
• Strong verbal and written skills
• Ability to partner with others to resolve issues resulting in service or claim related issues
• Ability to utilize critical thinking skills
EDUCATION AND EXPERIENCE
• High School Required; bachelor's degree preferred
• Minimum 1 year previous contact center experience
• Previous Retention skills within a contact center environment preferred
• Previous sales experience a plus
• Licensed to sell health/life Insurance a plus
Customer Service Specialist
Service specialist job in Lisle, IL
We have multiple openings for Customer Service Representatives to join our growing team! If you're someone that believes in the positive impact of continuing education and wants to help ensure colleagues and students are compliant with their healthcare benefit documents, this might be the career for you!
This position is primarily responsible for coordinating and maintaining student and faculty healthcare requirements records for all University programs.
Schedule: Mon-Fri 8am-5pm CST schedule
Pay: The starting pay range will be between $19-20/hr and we promote career progression opportunities
Work Model: Hybrid (Mon-Thurs in-office, Fridays remote)
Employee Benefits: We offer weekly pay, medical insurance, dental insurance, vision insurance, life insurance, 401k, short-term disability, employee discounts, career advancement opportunities, and so much more!
Day in the Life:
Communicate with students and faculty via inbound phone calls regarding status of compliance documents
Review/approve/reject compliance documents and advise on overall compliance
Meet and exceed expected service level agreements and key performance indicators for individual and team goals
Communicate professionally in a written format via cases with students and faculty regarding compliance questions
Enter data into internal systems regarding dates and results of student screenings
Review Health Insurance auto enrollment errors, cost discrepancies, and resolve issues surrounding student health insurance
Update job aides and process documents
Review flagged screenings, determine next steps for students, and send disclosure documents via DocuSign
Keys to Success:
Minimum 3 years customer service experience with a focus on customer satisfaction and one-contact resolution required
1-3 years equivalent experience working in an educational institution is a plus
Excellent verbal & written communication skills with the ability to professionally interact with students and colleagues at varying professional levels
Ability to successfully balance multiple tasks simultaneously with competing deadlines
Ability to take ownership from start to completion, and meet deliverables of assigned tasks and projects in a timely manner
Proficiency with Microsoft Office Suite programs including Word, Outlook, PowerPoint and Excel
Strong problem-solving and analytical skills required
Healthcare experience/medical terminology with basic knowledge of immunizations is a plus
Provider Relations Specialist
Service specialist job in Chicago, IL
Maintain accuracy of provider information in core internal and member facing systems.
Requires frequent contact with our provider partners to confirm the accuracy of information provided with 95% or greater accuracy.
Requires the data entry of updates to internal provider systems with a 95% or greater accuracy rate.
The Job Requirements are as follows:
-Ability to focus on completing all assignments on time and with the expected level of quality (quality rating of 95% or higher) in a high-volume production environment
-Ability to quickly learn moderately complex business rules
-Ability to quickly learn moderately complex computer systems that support the business area and processes
-Ability to assimilate quickly into a team setting and display a high level of teamwork
-Ability to establish strong business relationships
-Expert written and verbal communication skills
-Professional in appearance and demeanor
-High attention to detail
-Fully proficient in use of office automation software including MS-Office-Office experience either through internships or work after graduation
-Candidate is smart, driven, and has a "can do" attitude. Team player, conflict resolution, excellent communication skills.
HS Diploma/GED (education verification not required). College Degree preferred.
Client Services Representative
Service specialist job in Bolingbrook, IL
The Client Success Representative is responsible for leading client support across assigned client accounts, ensuring accuracy, speed, and responsiveness at every step of the order lifecycle. Serves as a subject matter expert and key liaison between Sales, Client Success, and Production teams, this role translates client needs into seamless production and delivery. Must excel independently and collaborating cross-functionally to deliver outstanding client experiences.
Manage the end-to-end process of the order lifecycle (PO data entry, confirmation, changes, tracking, and invoicing via ERP system).
Link Client Services/Sales with Operations for daily order processing and updates.
Coordinate across Production, Scheduling, Procurement, Quality, and Shipping teams for accurate and on-time fulfillment.
Maintain and update WIP/dashboards; share timely updates with respective teams.
Follow SOPs, maintain data accuracy and quality standards.
Support Client Service management on client visits, audits, press checks.
Investigate and quickly resolve quality issues with Production/Quality teams.
Provide team backup; train on SAP and other tools.
Qualifications:
Bachelor's degree in Business Administration or related field required.
Minimum 5 years of experience in a similar or related client-facing role.
Order management experience in a Manufacturing, Printing, Financial, or related environment.
Advanced working knowledge of end-to-end client order processes across varying client types.
Strong organization, planning, and multitasking skills with high attention to detail.
Excellent written and verbal communication skills; professional and client-oriented demeanor.
Self-motivated, proactive and team-oriented, with a proactive and collaborative approach to meeting client expectations and deadlines.
ERP experience required with respect to order processing, inventory management, status monitoring and receiving; SAP strongly preferred.
Proficient in Microsoft Office (Word, Excel, Outlook, Teams); experience in digital file navigation and document handling.
Experience in the card, payment or printing industries strongly preferred.
The above job description is meant to describe the general nature and level of work being performed. It is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.
BENEFITS INCLUDE
Medical (PPO and HDHP with HSA), dental, Vision, PTO, paid holidays, 401k with employer match, short/long term disability, life insurance, healthcare and dependent care flexible spending, EAP, commuter benefits, education assistance and more.
Customer Support Specialist
Service specialist job in Chicago, IL
We are currently seeking a meticulous and highly motivated Customer Support Specialist to join our AMC Operations team. This role offers a unique opportunity for personal and professional growth, as you will be challenged to deliver industry-leading customer service and contribute to continuous process improvement.
Responsibilities:
Develop lasting relationships with clients and appraisers
Strong, detailed, and respectful communication required to understand and meet the needs of clients and the Customer Support Team
Handling challenging client requests and questions as needed with a positive and effective approach
Ability to have challenging conversations with appraisers and Customers, while keeping the end goal of meeting client needs in mind
Effectively managing emails, providing clear and timely responses
Reviewing order details and resolving any conflicts, discrepancies, or errors
Identifying efficiencies in the workflow and providing suggestions to the management team
Managing a queue-based workload that requires quick decision making, prompt communication and ability to move orders through statuses in a timely manner
Reviewing order details with the ability to identify mistakes
Ensuring new orders are assigned efficiently with the highest level of quality and diligence.
Utilizing established policies and industry guidelines/procedures to ensure efficient workflow
Managing risk by ensuring no information, documentation, or commentary is used causing AIR or USPAP violations
Working independently and as a team to achieve goals and meet company expectations
Seeking opportunities to expand knowledge of the appraisal and real estate industry
Supporting a continuous improvement environment and providing suggestions or shared ideas to improve procedures and/or policies
Meeting or exceeding specific departmental and personal goals.
Exceptional customer service when answering phones and meeting SLA's.
Skills you'll need:
Comfortable in a high-production environment
Immaculate interpersonal communication skills
Experience in the Appraisal business (minimum 2 years)
Proficient experience with Microsoft Office
Experience in continuous process improvement and proactive problem-solving
Ability to work effectively in a fast-paced, team-oriented environment
Nice to have:
USPAP Certification
Located local to Rosemont, IL or Toledo, OH (Hybrid work schedule)
Benefits:
Medical, Dental, Vision, Life
401(k)
Hybrid work environment
Competitive PTO and Sick leave
About Us:
We are a high-energy, collaborative company that is revolutionizing the real estate appraisal industry in the United States. We value flexibility, dedication, and humility, and we are committed to working together to achieve our goals. If you're looking for a challenging and rewarding opportunity to grow your skills and make a real impact, we encourage you to apply.
Operations Specialist
Service specialist job in Portage, IN
Salary Classification: Non-Exempt
Reports to: Branch Manager
At U S Federal Credit Union, the Operations team ensures seamless, secure, and efficient back-office support to protect our members and deliver superior service. We are proud to offer roles that contribute to a safe and compliant operating environment through diligent processing of ACH, wires, fraud disputes, and other critical functions.
The Operations Specialist is responsible for performing essential back-office operations including ACH processing, wire transfers, dormant accounts, fraud, and other account maintenance. The role supports the credit union's internal and external service goals and works closely with frontline teams to ensure member needs are met.
Key Responsibilities
· Process ACH files, wire transfers, share drafts, ATM processing, and card transactions.
· Reviews all new accounts to ensure compliance with required documentation, KYC/CIP and funding requirements
· Handle daily incoming mail and process deposits, payments, address changes, name changes, and account closures.
· Manage bill pay, remote deposit capture, certificate renewals, subpoenas, and power of attorney requests.
· Assist with IRA administration and validate cross-departmental data entry.
· Support handling of deceased member accounts and dormant accounts.
· Work E-Oscar disputes and ensure timely credit bureau corrections.
· Finalize wire approvals and provide expertise on fraud and dispute resolution.
· Assist in ensuring compliance with Regulation E, D, NACHA, and other applicable rules.
· May perform other duties related to general operations of the credit union.
Qualifications:
Required:
· Minimum 2 years of experience in financial institution operations or back-office roles.
· In-depth knowledge of ACH, wire transfers, fraud resolution, and compliance procedures.
· Strong understanding of credit union regulations and operational risk management.
· Excellent analytical, and organizational skills.
· Strong collaboration and communication skills, especially cross-functionally.
Preferred:
· Experience working in a credit union or similar regulated financial institution
· Knowledge of NCUA regulatory reporting requirements
· Experience with credit union core systems
Additional Expectations
· Standard office environment, ability to sit for extended periods and perform tasks using a computer
· Occasional travel may be required for training or audits
We are an equal opportunity employer
Customer Service Supervisor
Service specialist job in Elk Grove Village, IL
On behalf of Robert Half client, we are looking for a dedicated Customer Service Supervisor to lead and oversee customer service operations within their manufacturing company near Elk Grove Village, Illinois. This role requires a proactive individual who can manage supervise operational processes, process orders, and ensure the smooth execution of contracts and customer interactions. The ideal candidate will also be skilled at identifying areas for improvement and implementing solutions to enhance efficiency and customer satisfaction.
7:30am-4:00pm
Compensation: $80k-$100k + 0%-20% of the base salary based on performance
3 days in office 2 days WFH
Medical, Dental, Vision, 401k
15 Days PTO
Responsibilities:
• Build and maintain strong relationships
• Monitor and manage customer credit in collaboration
• Supervise customs declarations and clearance processes
• Lead and manage the assigned product team
• Review sales contracts and purchase orders
• Coordinate the preparation of essential documentation for orders, including invoices, bills of lading, packing lists, certificates, and other required paperwork.
• Oversee payments for purchases, freight, and service provider invoices, ensuring authorization aligns with contracted terms.
• Identify and recommend improvements to operational procedures
Requirements:
• Must have manufacturing experience
•Proven experience in a supervisory role within customer service or related fields.
• Exceptional communication and interpersonal skills
• Ability to manage and prioritize multiple tasks while maintaining attention to detail.
• Familiarity with preparing and reviewing contracts, invoices, and other trade-related documentation.
• Proficiency in managing customer credit and payment follow-ups.
• Experience in customs declaration and clearance processes.
• Analytical skills to identify risks and implement solutions for process improvements.
Personal Lines Customer Service Representative
Service specialist job in Bartlett, IL
About Us
Founded in 1975, Arachas Group, LLC is an independent insurance and risk management company offering business, employee benefits, and personal solutions to clients of Bartlett, IL, and 44 states across the United States. At Arachas Group, we work as one to focus on the needs of our clients. We have been providing insurance services to our clients for over 40 years. As an independent insurance agency, we have direct contracts with some of the best insurance companies in the industry.
We believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. Our professionals are integral in defining our business-delivering results to our clients and driving our company to success. We make it our job to treat them well. We recognize the importance of our employees' health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees' benefit needs. Our benefits package is regularly reviewed and modified to offer those benefits most valuable to both the employee and their family. Our agency understands the importance of focus and dedication and we are looking for a permanent team member who understands delivering superior service is what separates us from the rest. We offer competitive salary, generous benefits, and the option for hybrid work.
Personal Lines Customer Service Representative
Position Summary
The primary function of this role is to provide exceptional service to clients by assisting with policy inquiries, processing changes, and ensuring client satisfaction across all personal lines insurance products, including auto, home, renters, and umbrella policies.
Responsibilities:
Respond promptly and professionally to client inquiries via phone, email, and in-person.
Process policy changes, endorsements, renewals, cancellations, and billing inquiries.
Educate clients on policy coverage, limits, and options to ensure they have appropriate protection.
Collaborate with insurance carriers to resolve client issues and ensure timely processing of requests.
Maintain accurate and up-to-date client records in the agency management system (Applied Epic).
Identify opportunities to cross-sell or upsell additional personal lines products.
Assist with new business quoting and application processing as needed.
Ensure compliance with all regulatory requirements and internal procedures.
Other duties as assigned.
Qualifications:
High School Diploma or equivalent required; Associate or Bachelor's Degree a plus
Valid and relevant Property & Casualty license within state of business, or willingness to obtain the license within 90 days of employment
1-2 years of experience in personal lines insurance or a customer service role
Strong knowledge of personal lines insurance products and industry practices
Proficiency in agency management systems (Applied Epic) and Microsoft Office Suite (Word, Excel, Outlook)
Excellent communication, interpersonal, and problem-solving skills
Ability to multi-task, prioritize, and manage time effectively in a fast-paced environment
Ability to pass a criminal background check as permitted by law
Schedule: Monday-Friday, 8:30am-5:00pm
Office Location: 852 W Bartlett Road, Bartlett, IL 60103
Benefits:
Competitive Compensation Commensurate with Experience
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
Talented Tarot and Psychic Reader experts
Service specialist job in Chicago, IL
Prestigious 1-800 psychic line has opportunities for quality Tarot and Psychic advisors. Render services from home by phone. No hold times, yearly increases, and good pay rate. All applicants will be tested. Professionals only, please.
CSR & Sales Associate
Service specialist job in Chicago, IL
Are you outgoing, ambitious, and ready to build a career that lets you grow, travel, and earn great money?
At AGI, we're not just hiring - we're developing tomorrow's leaders. Our company helps young professionals build real-world sales, communication, and leadership skills through hands-on customer interaction.
You'll be part of a fun, high-energy team that represents top brands in the field. If you're someone who thrives on face-to-face connections, teamwork, and learning fast, this opportunity is for you. We train you from the ground up, so no prior experience is needed.
Compensation & Benefits
Hourly or Commission-Only Options (depending on experience)
Average Weekly Pay: $800-$1,500
Bonus Incentives: cash prizes, team trips, and contests
Paid Training and continuous mentorship from industry leaders
Career Growth: opportunities to move into leadership or management
Travel Opportunities - regional events, retreats, and conferences
Fun, supportive environment - team nights, networking, and recognition events
Engage with customers to understand their needs and provide tailored solutions.
Represent top brands with professionalism and enthusiasm during face-to-face interactions.
Collaborate with team members to achieve sales targets and enhance customer satisfaction.
Participate in ongoing training sessions to refine your sales and communication skills.
Contribute to a positive team environment by sharing insights and supporting colleagues.
Track and report sales activities and outcomes to ensure transparency and accountability.
Adapt to changing market trends and customer preferences to maintain a competitive edge.
Experience in customer service or sales is a plus, but not required.
Ability to engage and communicate effectively with diverse customers.
Proven track record of working collaboratively in a team setting.
Strong problem-solving skills to tailor solutions to customer needs.
Willingness to learn and adapt to new sales techniques and market trends.
Ability to maintain professionalism and enthusiasm in face-to-face interactions.
Comfortable with tracking and reporting sales activities for transparency and growth.
Client Relationship Specialist
Service specialist job in Highland Park, IL
The Opportunity:
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services.
Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With roughly $10B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals. Wealth Management has been Mesirow's flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.
We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park office to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.
Responsibilities:
Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions, including but not limited to:
Maintaining information in the Client Relationship Management System
Exception report review
Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.
Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries
Trade execution and trade error resolution, as may be applicable and required
Requirements:
Bachelor's degree
Minimum of 3 years relevant experience required
FINRA Series 7 and 66 licenses preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred
Demonstrates an ability to learn new processes and technology platforms
Takes direction well and demonstrates proactive follow through on assigned tasks
Ability to prioritize and effective time management skills
Excellent verbal and written communication skills
Remains focused on tasks and retains composure under pressure or with conflicting priorities
Gathers information and consults appropriate parties when additional guidance is needed
Solicits feedback from team members on a regular basis and commits to performance improvement in identified areas
Responsive to client requests and escalates to team members whenever necessary
In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $75,000 and $95,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a bonus and the Mesirow benefit program.
EOE
Client Specialist
Service specialist job in Chicago, IL
* Responsible for 20-40 total accounts (depending on other responsibilities and factors), doing all responsibilities of the Account Coordinator and Senior Account Coordinator * Builds and manages relationships with client(s) (core team and/or carrier)
* Reviews, completes and delivers Budget Projections to core teams
* Completes renewal package (enter carrier responses, claims and premium experience, benchmarking, Monte Carlo, formatting of tables and charts, finalizing Power Point deliverable)
* Negotiates with carrier partners the most optimal outcome for our client(s)
* Sends final client deliverable, as well as written recommendation, to dedicated team member for peer review
* Revises deliverable and recommendation based on peer review and delivers final results to core team
* Hosts standard meetings with core teams to discuss marketing status and other open items
* Provides feedback to carrier partners on renewal and new business
* Attend client meetings/calls to observe presentation by manager and/or leadership
* Liaison between core team and claims team
* Liaison between core team and AMAP team
* Obtain/maintain license
This is a remote eligible position.
Compensation and Benefits
Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant sate/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.
Compensation
* Base salary: $60,000 USD
* Performance Bonus: This role is also eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate.
Lockton Benefits Offerings
At Lockton, our caring culture means we're invested in your health and wellbeing. That's why we've developed a benefits program that is all about helping you reach your ultimate potential, both at the office and at home. From health and wellness to financial wellbeing and everything in between, we have you covered. We encourage you to take advantage of the broad range of available offerings.
* Health Plans - Options include United Healthcare Consumer-driven health plan or Surest variable copay plan
* Wellness incentive program for health premium savings
* Dental Plans - MetLife PPO & Copay option
* Vision Plan - VSP Choice Plan
* Health Savings Account
* Flexible Spending Accounts - Dependent Care, Ltd. Purpose, Healthcare, Transportation
* Life Insurance - Group term life, AD&D plus voluntary life options
* Paid parental leave
* Disability benefits - salary continuation & long-term disability for qualifying events
* Legal services
* Critical illness care
* Hospital indemnity
* Pet insurance
* Gym membership discount programs
* Retirement 401(K) Plan - 100% match up to 6% with immediate vesting
* Student loan 401(K) match option
* Associate assistance mental health program
* Merchant discounts
* Paid time off including vacation, holidays, personal days, volunteer days, and sick time
* Associate referral bonus & new business finder's fee
* Company sponsored charitable and community events
* Note: the above applies to regular full-time Associates; see Human Resources for part-time benefits
Customer Retention Specialist
Service specialist job in Elk Grove Village, IL
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Employee discounts
Free uniforms
Health insurance
Training & development
Wellness resources
About the Role:
As a Customer Retention Specialist at Mr. Rooter of Cook County, you'll play a vital role in ensuring our customers receive exceptional service and support. Join our passionate team in Elk Grove Village, IL, and help us foster lasting relationships with our clients while contributing to our mission of delivering top-notch plumbing solutions.
Responsibilities:
Engage with customers to address inquiries and resolve issues promptly.
Develop and implement customer retention strategies to enhance satisfaction.
Analyze customer feedback and data to identify trends and opportunities.
Collaborate with team members to create personalized follow-up plans.
Monitor customer interactions to ensure service excellence and compliance.
Maintain accurate records of customer communications and resolutions.
Utilize CRM software to track customer engagement and retention metrics.
Assist in creating customer loyalty programs and promotions.
Maintain a low or no anxiety position
Requirements:
Proven experience in customer service or retention roles, preferably in the service industry.
Strong communication and interpersonal skills with a customer-centric attitude.
Ability to analyze data and derive actionable insights.
Familiarity with CRM systems and customer engagement tools.
Excellent problem-solving skills and attention to detail.
Ability to work independently and as part of a team.
High school diploma or equivalent; degree in business or related field preferred.
Positive demeanor and a passion for helping others.
Ability to keep the everyday anxious situations at a very low position to remain effective in the role
About Us:
Mr. Rooter of Cook County has been proudly serving the Elk Grove Village community for over 20 years. Our commitment to reliable, professional plumbing services has earned us a loyal customer base and a stellar reputation. We value our employees and foster a supportive work environment where everyone can thrive and grow.
Client Specialist, Commercial Real Estate Banking, Commercial Term Lending
Service specialist job in Chicago, IL
Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
**Job responsibilities**
+ Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
+ Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
+ Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
+ Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
+ Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
+ Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
+ Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows.
+ Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
+ Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.
**Required qualifications, capabilities and skills:**
+ Minimum 2 years' experience in mortgage lending, with inside sales/customer service background.
+ Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
+ Enthusiastic and self-motivated.
+ Superior written and oral communication.
+ Superior customer service skills.
+ Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
+ Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization.
**Preferred qualifications, capabilities, and skills:**
+ College graduate preferred.
+ Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
+ Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately.
+ Superior interpersonal communication skills, as well as strong attention to detail and time management.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $25.49 - $34.62 / hour
Call Center Customer Service Representative
Service specialist job in Chicago, IL
Job Title: Customer Service Representative - Producer Services
Duration: 6 Months (Contract to Hire -CTH)
No. of Positions: 1
Job Hours of operation 7:30am-8:00pm central time
Job Schedule-Some Saturday hours may be required.
Job Schedule-five days on site.
TEMP TO PERM
bilingual is a plus but not required
Job Hours-40 hours
Interview process- 1 Interview - Onsite/WEBEX
JOB SUMMARY
The Producer Service Center Representative is responsible for addressing escalated customer service concerns, inquiries and activities. The Producer Service Center Representative is responsible for handling specific call types and completing the requests in accordance with departmental guidelines and procedures. As a Producer Service Center Representative, he/she is responsible for creating a positive customer experience through professionalism, amicability, and knowledge of Combined's products and systems.
RESPONSIBILITIES
• Demonstrate consistent good quality and performance results.
• Provide consistent service that is customer focused and professional.
• Supporting Field Sales agents with insurance product information
• Assist with basic technical troubleshooting
• Be able confident and capable to handle all new business, underwriting, claim and compensation situations.
• Learn soft skills while communicating with customers
• Focus on customers' needs and develops a customer centric approach in servicing customer's needs.
• Consistently meets or exceeds expectations for departmental standards related to quality, average handle time, auxiliary time, after call work, customer satisfaction and other KPI's.
• Exhibits and practices the Organization's Common Purposes and Shared Traits. Understands organizational objectives, supports process improvements, and provides feedback to leadership.
• Learn all policy product lines, all procedures for the core and worksite calls.
• Provides support for business partners as needed.
• Represents the Combined tenants: Personal Connection, Empathy, Problem-Solving, and Ownership.
SKILLS
• Ability to effectively communicate and build strong partnerships with newer employees.
• Basic computer skills and knowledge of database software.
• Effective problem solving/process improvement skills used to identify and resolve day-to-day operation and employee relation situations that may arise.
• Demonstrated attention to detail, organizational skills, and time management skills.
• Ability to work a flexible schedule to meet the needs of the business and performance requirements.
• Friendly and professional demeanor.
• Excellent communication and interpersonal skills.
• Ability to remain calm in stressful situations.
• Supplemental insurance knowledge and licensing is a plus.
• Bilingual language proficiency is a plus.
• Bilingual skills (verbal, written, read) in Spanish a plus
EDUCATION AND EXPERIENCE
• High school diploma or general education degree (GED); Associate degree preferred.
• 2+ years' experience in a contact center environment preferred.
Client Relationship Specialist
Service specialist job in Highland Park, IL
The Opportunity: Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services.
Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With roughly $10B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals. Wealth Management has been Mesirow's flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.
We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park office to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.
Responsibilities:
* Client onboarding, including preparation of new account paperwork and client information-gathering
* Account maintenance, including any account registration and account profile changes
* Asset movement processing, including journals, wire transfers and EFTs
* Assist with quarterly billing and performance reporting
* Client issue resolution
* Gathering tax information for clients and assisting with tax reporting
* Relationship management, including regular client contact
* General administrative functions, including but not limited to:
* Maintaining information in the Client Relationship Management System
* Exception report review
* Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.
* Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries
* Trade execution and trade error resolution, as may be applicable and required
Requirements:
* Bachelor's degree
* Minimum of 3 years relevant experience required
* FINRA Series 7 and 66 licenses preferred
* Familiarity with estates preferred
* Highly motivated self-starter with a strong work ethic and positive "can-do" attitude
* Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
* Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred
* Demonstrates an ability to learn new processes and technology platforms
* Takes direction well and demonstrates proactive follow through on assigned tasks
* Ability to prioritize and effective time management skills
* Excellent verbal and written communication skills
* Remains focused on tasks and retains composure under pressure or with conflicting priorities
* Gathers information and consults appropriate parties when additional guidance is needed
* Solicits feedback from team members on a regular basis and commits to performance improvement in identified areas
* Responsive to client requests and escalates to team members whenever necessary
In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $75,000 and $95,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a bonus and the Mesirow benefit program.
EOE