Customer Service Specialist
Service specialist job in West Palm Beach, FL
Must be based in South Florida (Juno Beach)
Up to $33/hr
Looking to hire right away!
Required Skillsets:
Bachelor's degree in Education, Instructional Design, or related field preferred
3-5 years of Customer Service Experience
Experience in training design and development, preferably in a technical or utility environment
Proficiency with eLearning authoring tools (e.g., Articulate, Rise, Canva)
Additional Considerations:
SAP experience strongly preferred
Job Description:
Insight Global is looking for a Training Analyst to support the design, development, and delivery of comprehensive training programs for SAP implementations impacting back office operations. Role plays a critical part in ensuring employees are equipped with the knowledge and skills needed to successfully adopt new systems and processes, while capturing and documenting key workflows to support sustainability and ongoing reference.
Duties & Responsibilities
• Support the design, development, and delivery of training materials for SAP items impacting back office users
• Collaborate with Subject Matter Experts (SMEs) to ensure training content is accurate, comprehensive, and aligned with operational needs
• Collaborate in the development of multiple training modalities including eLearning modules, videos, simulations, job aids, and instructor-led training materials
• Facilitate instructor-led and/or virtual-led training sessions for back office end-users impacted by SAP implementations
• Support process documentation to capture workflows and system procedures
Collaboration & Stakeholder Engagement
• Partner closely with SMEs and business stakeholders to gather requirements and validate training approaches
• Work alongside internal training team members to ensure consistency and quality across all training deliverables
Customer Service Representative
Service specialist job in North Palm Beach, FL
Our client is seeking a Client Service Representative to join their team! This position is located in North Palm Beach, Florida.
Execute and submit client account servicing requests within appropriate time frames, including submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues
Handle paying and receiving activities, including cash transactions and daily balancing activities, while fully understanding and adhering to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet
Develop strong understanding of the required steps involved in each request, communicating with relationship management and NCSS teams as needed to obtain information necessary to properly execute requested activities
Maintain strong understanding of policies and procedures, addressing the requirements of each activity in a timely manner and in strict adherence with company and Wealth Management Risk Management and Compliance guidelines, promptly escalating any issues or concerns to management
Develop strong knowledge of various business applications critical to client and account servicing, including online tools, and actively seek to expand knowledge of the latest enhancements to company partner and client technology and systems to maintain the highest standards of service
Assist with the maintenance and servicing of Safe Deposit Boxes in offices where available
Stay informed of new and existing company and Wealth Management products, services, and compliance requirements to respond to client inquiries and assist in recommending services that help expand overall client relationships
Monitor banking reports and provide assistance with banking audits as directed by the Team Leader or Manager
Desired Skills/Experience:
Knowledge of federal regulation banking guidelines banking operations products and services acquired through related work experience is preferred
Strong client service skills problem solving and organizational skills are required to identify research and resolve requests
Ability to think critically and to work well independently and as part of a team
Strong verbal and written communication skills
Benefits:
Medical, Dental, & Vision Insurance Plans
Employee-Owned Profit Sharing (ESOP)
401K offered
The approximate pay range for this position is between $12.00 and $17.13. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.
Vendor Relations Specialist
Service specialist job in Boca Raton, FL
Nation Safe Drivers has been in business for 60 years and has a stellar reputation as an industry leader in the Automotive Industry and one of the finest places to work in South Florida. Our Corporate Headquarters is located in the heart of Boca Raton's business park district. Employees are valued at NSD and enjoy a fun corporate culture, a supportive leadership team and excellent benefits.
Position Summary:
Vendor Support Representatives are responsible to ensure that all support functions regarding our provider networks are handled in a timely manner. They will coordinate, develop, and maintain all facets of damage related issues and administration. This position will be an integral, logistical, and administrative support role for the Service Provider Network.
Duties and Responsibilities:
Excellent telephone, oral and written communication skills.
Responsible for all inbound calls from the provider support line.
Organizational skills, attention to detail and the ability to manage time wisely.
Assist with vendor-payable issues and research as needed.
Responsible for sending out provider mail (contracts, applications, updates, and changes)
Investigate, evaluate, and settle damage claims by mediating between both claimants and service providers.
Processing and reconciling service provider and member disputes, maintaining
documentation of credit card disputes and monitor transactions for possible
fraudulent activity.
Review and process purchase orders and supplemental costs submitted by our
provider network.
Manage interaction with insurance carriers and get updated insurance information
to meet compliance standards.
Ensure contracts, vendor information, damage administration, insurance updates
and incoming calls are performed in a timely manner, meeting compliance
requirement.
Ensure Certificate of Insurances are updated along with W9 tax forms for all
providers.
Modifies existing vendor information to expedite the payment process
Maintain a database for Out of Network Providers services for 1099 tax purposes.
Qualifications:
High school diploma or GED
1+ year of relevant work experience with proven success in direct customer service, and/or administrative work
Strong work ethic, dependable, and reliable
High energy, self-driven, problem solving, and positive attitude with a strong desire to succeed
Excellent time management, resource organization and priority establishment skills, and ability to multi-task in a fast-paced environment
Strong knowledge of Microsoft Word, Microsoft Excel, Outlook, Adobe, electronic file system and website navigation
Must be very proficient with inbound and outbound calls
Provide support to the Regional Field Managers and their regions
**NSD maintains a drug-free workplace and performs pre-employment substance abuse testing.
Nation Safe Drivers provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, pregnancy, marital status, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Client Services Specialist
Service specialist job in Boca Raton, FL
Flight Operations Coordinator
This Role is an In-House Role. The Candidate must be able to travel to our Boca Raton Office. We are not considering remote candidates.
Are you ready to embark on a thrilling journey with a company that offers a dynamic, fun, and relaxed work environment? Look no further! At Jets.com, we take pride in delivering top-tier, personalized 24/7 service to our distinguished clientele who demand the best.
We are seeking an experienced and detail-oriented Flight Operations Coordinator to join our team. This role is critical in coordinating and scheduling flights while ensuring seamless operations and an exceptional client experience. Additionally, we are prioritizing candidates with leadership experience, as we see this role evolving into managing a team of coordinators in the future.
Key Responsibilities:
Coordinate and Schedule Flights - Efficiently arrange flight itineraries, considering client preferences and operational requirements.
Ensure Safe Operations - Monitor flight progress, weather conditions, and other factors that impact travel, making real-time adjustments as needed.
Client Communication - Maintain clear and professional communication with clients, providing updates and addressing any travel-related inquiries.
Accurate Documentation - Maintain detailed flight records, manage billing processes, and reconcile accounts.
Customer Service - Handle customer inquiries with professionalism, ensuring issues are resolved efficiently.
Compliance and Safety - Adhere to aviation regulations and company protocols to uphold the highest standards of service and safety.
Ad Hoc Projects - Support the Vice President of Sales on projects aimed at building, optimizing, and innovating the sales department.
Qualifications:
Leadership Experience - Ability to mentor and guide others, with the potential to lead a team of coordinators in the future.
Proficiency in Excel and PowerPoint - Comfortable analyzing data, preparing reports, and presenting insights.
Detail-Oriented and Organized - Ability to multitask and manage multiple flights and clients simultaneously.
Strong Communication Skills - Professional verbal and written communication with both clients and internal teams.
Ability to Work Under Pressure - Remain calm and efficient in a fast-paced, time-sensitive environment.
Aviation Knowledge - Preferred but not required; a willingness to learn is essential.
If you have a passion for aviation, thrive in a dynamic work environment, and are ready to grow into a leadership role while contributing to the evolution of our sales department, we encourage you to apply!
Senior Customer Service Representative
Service specialist job in Boca Raton, FL
The Senior Customer Service Representative supports the daily operations of the agency by providing advanced customer service, policy support, and account management. This role acts as a primary point of contact for clients, resolves complex inquiries, assists with policy changes, and ensures exceptional service delivery while maintaining compliance with state and carrier requirements.
Client Service & Support
Serve as the main contact for policyholders, delivering high-quality service via phone, email, and in-person interactions.
Handle complex customer inquiries related to coverage, billing, claims, renewals, and endorsements.
Assist clients with policy changes, cancellations, reinstatements, and general account updates.
Review client accounts to ensure accuracy and identify gaps in coverage or service needs.
Policy Administration
Process endorsements, certificates of insurance, evidence of insurance, bind requests, and other policy documentation.
Support new business and renewal processes by gathering required information and preparing applications.
Verify policy accuracy, rating information, and carrier guidelines prior to final processing.
Coordinate with insurance carriers on underwriting requirements, coverage questions, and policy adjustments.
Claims Support
Guide clients through the claims filing process and provide follow-up as needed.
Act as a liaison between carriers, adjusters, and policyholders to ensure timely updates.
Team & Operational Support
Provide guidance and support to junior CSRs and team members.
Assist in workflow improvement, procedure updates, and best-practice implementation.
Maintain compliance with all state regulations, company policies, and carrier requirements.
Customer Experience & Retention
Build strong client relationships through responsive service and proactive communication.
Identify opportunities for cross-selling or up-selling appropriate P&C products (within 4-40 license permissions).
Support retention efforts by reviewing renewal options and assisting in remarketing when needed.
Required Qualifications
Valid Florida 4-40 Customer Representative License.
3-5+ years of customer service or account management experience in a Property & Casualty insurance environment.
Strong knowledge of personal lines and/or commercial lines insurance products, coverage forms, and terminology.
Proficiency with insurance management systems (e.g., Applied Epic, AMS360, QQ, Hawksoft) preferred.
Excellent communication, problem-solving, and organizational skills.
Ability to work independently, prioritize tasks, and manage high-volume workloads.
Resident Services Specialist
Service specialist job in Plantation, FL
The Resident Services Specialist will provide residents, board members, managers, and vendors with information in response to inquiries, concerns, and requests about products and services. In addition, the Resident Services Specialist will resolve account questions, complaints, errors, billing, and other queries. The Resident Services Specialist may occasionally log and document residents' calls if necessary or directed by management.
Responsibilities:
* Professionally handle incoming requests from residents, board members, vendors, managers, and regional directors and ensure that issues are resolved both promptly and thoroughly.
* Collaborate directly with property managers, regional directors, internal departments, and associates to ensure a timely resolution of all inquiries.
* Document the appropriate resolution of all interactions within the appropriate systems and applications.
* Resolve all open inquiries within prescribed timelines while meeting all key performance indicators.
* Thoroughly and efficiently gather information from residents, board members, and vendors, access their accounts and evaluate their needs, educate them where applicable to prevent the need for future contacts, and document interactions through contact tracking.
* Provide quality service and support in a variety of areas.
* Review and close all homeowner service tickets and open calls in Connect that are not specifically awaiting a Community Association Manager's response.
* Maintain an open line of communication with property managers, regional directors, and internal departments and associates.
* Maintain a balance between company policy and customer benefit in decision-making. Handles issues in the best interest of both customer and company.
* Continuously evaluate and identify opportunities to drive process improvements that positively impact the customer's experience.
* Work cross-functionally to effectively solve client-facing problems.
* Coordinate:
* Assessment and late fees - waive late fees, if appropriate.
* Move in/out - scheduling - including making special arrangements.
Skills & Qualifications:
* Must maintain regular and punctual attendance to required shifts, meetings, training, and related employment engagements to support position responsibilities and duties. Any alterations to the required schedule must be reviewed and approved, in advance, by your supervisor.
* Practice and adhere to FirstService Residential Global Service Standards.
* Conduct business at all times with the highest standards of personal, professional, and ethical conduct.
* Perform or assist with any operations as required to maintain workflow and meet deadlines.
* Ensure all safety precautions are followed while performing the work.
* Follow all policies and standard operating procedures as instructed by management.
* Perform any range of special projects, tasks, and other related duties as assigned.
* May participate in any variety of meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve inquiries and issues, and maintain a specified level of knowledge about new developments, requirements, policies, and regulatory guidelines.
What We Offer:
As an associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision. In addition, you will be eligible for time off benefits, paid holidays, and a 401k with company match.
Disclaimer:
The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time
TEAM MEMBER RELATIONS SPECIALIST
Service specialist job in Fort Lauderdale, FL
Job Description
Under the direction of the Human Resources Manager, the Team Member Relations Specialist provides expert consultation and professional advice to members of management, assistance to hourly Team Members and is involved in a variety of positive Team Member initiatives.
Responsibilities
• Maintain a working knowledge of industry best practices and be knowledgeable of changing laws pertaining to Human Resources.
• Communicates daily and weekly terminations with appropriate departments and processes in the HRIS system.
• Responsible for managing the Team Member Relations inbox for the department.
• Conducts Team Member related Tier 1 investigations, especially highly sensitive issues that require confidentiality.
• Provides direction, coaching and advisement to Team Members in interpreting and communicating company policies, procedures, and practices as they relate to resolving issues.
• Assists in the coordination of Culture Club events and Team Member assistance programs.
• Utilize the leave administration platform, UNUM, for tracking and reporting Team Member requests and determinations.
• Administer the Exit Interview process, analyze data and generate reports to operators.
• Participate on corporate and business task teams as dictated by departmental needs
• Maintain a high level of confidentiality.
• Champion, within the organization, a commitment to honesty, integrity, and responsible corporate behavior.
• Responsible for managing the recognition programs.
• Assist Team Member Relations Manager's in various tasks and projects.
• Other assignments as directed.
Qualifications
• Minimum two (2) years of Team Member Relations experience.
• Bachelors/associate's degree in HR or related discipline preferred.
• Experience in casino and/or hotel environment preferred.
ADDITIONAL REQUIREMENTS:
• Demonstrate ability to communicate effectively and build strong interpersonal relationships; must be outgoing and approachable.
• Proven problem-solving skills with the ability to think creatively and adapt to unique situations - recognizing that no two challenges are exactly alike.
• Demonstrated experience in Team Member Relations, including handling employee concerns, conflict resolution, and navigating sensitive workplace issues with professionalism and discretion.
• Solid understanding of ADA (American with Disabilities Act) and FMLA (Family and Medical Leave Act) regulations, with practical experience applying these laws in workplace scenarios.
• Results-oriented with a commitment to delivering high-quality work in a fast-paced, high-pressure environment that may be demanding for some.
• Strong organizational skills with the ability to prioritize tasks and manage multiple assignments under tight deadlines.
• Proficiency in Microsoft Office Suite, particularly Outlook, Word, and Excel.#indeed HRI#zipcorporate#LI-DA
Reservations Agent
Service specialist job in Fort Lauderdale, FL
Job DescriptionJoin Vacatia and Deliver Exceptional Experiences for Owners & Guests
Location: Current location: Vacation Village at Weston location at 16461 Racquet Club Road Weston Fl 33326
Location will be moving to come February of 2026: 2626 East Oakland Park Blvd Fort Lauderdale, FL 33306
Vacatia is an innovative hospitality company reinventing the vacation rental and ownership experience across discovery, booking, and stay. We're building the next generation of travel lifestyle products; blending technology, hospitality, and design to create smarter, more connected experiences for guests, owners, and partners.
We're looking for a detail-oriented, service-driven reservations professional who will support owners and guests through accurate, efficient, and high-quality reservation management across multiple systems and channels. If you thrive in fast-paced environments and excel at solving customer needs with warmth and precision, this is your opportunity to support our frontline commitment to excellence.
Why You'll Love Working at Vacatia
Build the Future: Support a modern, tech-enabled reservations operation leveraging Salesforce, Cloudbeds, and integrated booking platforms.
Impact That Matters: Be the first point of contact delivering a seamless, positive experience for owners, guests, and partners.
Innovation at Scale: Work with cross-functional teams and multiple systems to streamline reservations, verifications, rental agreements, and maintenance fee inquiries.
Autonomy and Ownership: Own your queue, manage high-volume communication channels, and make service decisions that directly impact the customer experience.
Culture of Growth: Join a people-first environment that values learning, collaboration, adaptability, and continuous improvement.
Your Impact
Manage reservation workflows by processing new bookings, exchanges, modifications, and cancellations across Salesforce, Cloudbeds, and connected platforms.
Support owners directly by handling maintenance fee inquiries, account questions, rental agreements, and verification processes.
Elevate service delivery by managing high-volume inbound/outbound calls, as well as email and message-based communication channels.
Ensure system accuracy by documenting updates, interactions, and reservation details within Salesforce and booking systems.
Collaborate cross-functionally with Owner Services, resort teams, and third-party partners to resolve issues and secure smooth arrivals.
Adapt quickly during high-demand periods, supporting overflow call volume and shifting priorities with professionalism and poise.
What You Bring
1+ year of experience in reservations, hospitality, customer service, travel, or related fields.Timeshare, hotel, or travel agent experience strongly preferred.
Strong communication, service mindset, and problem-solving abilities.
Ability to manage high call volume while maintaining accuracy and professionalism.
Comfort working in Salesforce, Cloudbeds, or similar reservation/CRM systems (preferred).
Bilingual English/Spanish strongly preferred.
High school diploma preferred.
Ability to multitask, learn quickly, and thrive in a fast-paced, evolving environment.
Join Us
Join us at the start of something big. If you're ready to deliver exceptional owner experiences and be a key part of our high-performing Owner Services team, we'd love to hear from you.
Customer Retention Specialist - ACA Health Insurance (Licensed)
Service specialist job in Deerfield Beach, FL
Job Title
Customer Retention Specialist - ACA Health Insurance (Licensed)
We are seeking a motivated, licensed Customer Retention Specialist to support and retain our Affordable Care Act (ACA) health insurance book of business. This role focuses on building strong relationships with existing policyholders, proactively addressing their needs, and ensuring they maintain the right coverage year after year.
Join a fun, high-energy working environment!
You must hold an active Health Insurance License to be considered for this position.
Key Responsibilities
Policyholder Retention & Support
Make outbound and receive inbound calls to existing ACA members to review their coverage and encourage policy retention.
Conduct annual and periodic coverage reviews with customers to ensure plans still meet their needs and budget.
Proactively identify customers at risk of cancelling or lapsing and provide solutions to retain their business.
Educate members on plan benefits, networks, and basic ACA concepts (premium tax credits, cost-sharing reductions, etc.) without providing tax or legal advice.
Enrollment & Renewal Assistance
Assist customers with ACA renewals, plan changes, and updates during Open Enrollment and Special Enrollment Periods.
Verify and update customer information to maintain accurate records (income, household size, contact details, etc.).
Help members understand important deadlines and the impact of changes on their coverage and subsidies.
Compliance & Documentation
Follow all CMS, marketplace, and state regulatory guidelines for ACA enrollments and member communications.
Accurately document all customer interactions, retention efforts, and outcomes in the CRM and/or agency management system.
Protect customer privacy and handle all PHI and PII in compliance with HIPAA and company policies.
Collaboration & Performance
Work closely with sales, service, and operations teams to ensure a smooth customer experience.
Meet or exceed retention, call quality, and productivity targets.
Provide feedback and insights on customer trends, common issues, and opportunities for process improvement.
Qualifications
Required
Active Health Insurance Producer License in [State] (or ability to obtain prior to start date).
1-2+ years of experience in customer service, account management, or retention, preferably in health insurance or financial services.
Working knowledge of ACA individual and family plans (on- and off-exchange), or strong willingness to learn quickly.
Strong verbal and written communication skills, with a professional and empathetic phone presence.
Ability to explain complex information in simple, clear language.
Comfortable working with call metrics, KPIs, and performance goals.
Proficiency with basic computer applications and CRM or agency management systems.
Preferred
Prior experience working with ACA enrollments on Healthcare.gov or a state-based marketplace.
Experience in a call center or high-volume customer contact environment.
Bilingual (e.g., English/Spanish) a strong plus.
Core Competencies
Customer Focus: Genuinely cares about helping people maintain appropriate coverage.
Persuasion & Retention Skills: Able to address concerns, handle objections, and present alternatives that keep customers insured.
Detail-Oriented: Accurate with data entry, documentation, and compliance steps.
Problem-Solving: Quickly identifies issues and offers practical solutions.
Resilience: Stays positive and professional when dealing with upset or anxious customers.
Team Player: Collaborates well with colleagues and supports team goals.
Work Environment & Schedule
Monday - Friday 9am - 6pm
Full-time position; extended hours and overtime may be required during peak periods such as Open Enrollment.
Pay
Base of $700 week + commission. $1000+ per week.
Auto-ApplyNew Client Onboarding Specialist
Service specialist job in West Palm Beach, FL
Opportunity SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a New Client Onboarding Specialist to join our Client Success team. This role is focused on ensuring a seamless onboarding experience for new clients, overseeing account activations, and supporting the successful adoption of the SMArtX platform.
As a New Account & Implementation Specialist, you will act as the primary liaison between advisors, internal teams, and operations to deliver accurate and efficient new account setups. You will help clients navigate onboarding, manage account-related requests, and ensure long-term success through strong communication, proactive problem-solving, and attention to detail.
Responsibilities
Guide new clients through the onboarding and implementation process, ensuring smooth adoption of the SMArtX platform.
Review and activate new accounts, including account setup, mappings, and required documentation.
Enable and disable account trading per advisor requests.
Manage account maintenance, including updates, closures, and modifications.
Act as the main point of contact between advisors, traders, operations, and portfolio accounting teams for account-related matters.
Communicate daily account status updates, maintenance requests, and follow-ups with clients.
Collaborate with the implementation team for seamless handoffs during new onboarding.
Assist in migrating existing client portfolios to the SMArtX platform.
Escalate and resolve extraordinary account circumstances in partnership with internal teams.
Prepare and update client-facing and internal documentation to support onboarding and account management processes.
Contribute feedback and ideas to improve platform onboarding workflows and client experience.
Qualifications
Bachelor's degree preferred (Business, Finance, or related field a plus).
1+ years of experience in client success, account management, or client service, preferably in financial services or fintech (not required).
Strong organizational skills with the ability to manage multiple client accounts simultaneously.
Excellent communication and interpersonal skills; able to liaise effectively between clients and internal teams.
High attention to detail and accuracy in handling account data and documentation.
Proficiency in Microsoft Office Suite; ability to quickly learn new software.
Problem-solving mindset with the ability to resolve client and account-related issues quickly.
Self-driven, proactive, and passionate about delivering an outstanding client experience.
About SMArtX Advisory Solutions
Founded in 2018, SMArtX Advisory Solutions is a rapidly growing, leading financial technology firm developing breakthrough innovations in the wealth management industry. We foster a professional yet relaxed atmosphere where motivated individuals thrive and contribute to building strong, long-lasting client relationships.
Membership Services Executive
Service specialist job in Fort Lauderdale, FL
The Membership Services Executive will provide exemplary service to all Inter Miami CF Season Ticket Members, as well as guests at Chase Stadium and Miami Freedom Park. You will be directly responsible for all revenue goals associated with an assigned account base of existing Season Ticket Members, with a priority on renewals, referrals, add-ons, and upgrades. The Membership Services Executive will build and develop relationships with assigned account base by taking a pro-active approach, delivering superior service, and anticipating member needs.
As a Membership Services Executive, you will:
Strive to achieve all revenue goals associated with an assigned Season Ticket Membership account base.
Prioritize renewals and retention, referrals, add-ons, and upgrades to increase membership revenues.
Proactively communicate with assigned season ticket members.
Establish relationships with assigned season ticket members at all points of contact.
Field and respond to all season ticket member inquiries, requests, concerns, feedback, etc.
Ensure customer data and profile requirements are accurately represented in database.
Accurately and successfully convey all key messages to season ticket members.
Educate members on all applicable Membership benefits, programs, rewards, experiences, and events.
Identify opportunities to add-value to Membership benefits, programs, rewards, experiences, and events.
Identify areas to improve on and off game-day experience.
Reporting of various individual and/or departmental efforts.
Plan, facilitate, and execute exclusive season ticket member events throughout the calendar year.
Act as information liaison for all Inter Miami CF home games and stadium events.
Survey and analysis of various reporting (attendance, game day experience, etc.)
All other responsibilities as required.
Requirements
Bachelor's degree in Business, Sports Management, Marketing or related field preferred.
Minimum of 1-2 years' related experience working in professional or collegiate sports preferred.
Experience in the Florida marketplace preferred.
Fluency in English and Spanish preferred.
Experience with Archtics & Ticketmaster ticket systems preferred.
Strong understanding of MLS and international soccer a plus.
Highly proactive, goal oriented and motivated with a positive attitude.
Very strong interpersonal and communication skills with a passion for providing great customer service.
Coordinate changing priorities in a dynamic, high pressure, fast paced environment.
Ability to coordinate multiple tasks and creatively solve day-to-day challenges.
Advanced knowledge of Microsoft Office applications, including Power Point, Word, Excel and Outlook.
Ability to work flexible hours, including but not limited to evenings, weekends and holidays.
Compensation:
Inter Miami CF offers a competitive compensation package, medical, dental, vision, disability insurance, life insurance and 401k retirement plan.
Applicants must have work authorization to work in the U.S. on a permanent and ongoing basis and must not require work visa sponsorship from Inter Miami CF now or in the future to retain authorization to work in the United States.
All applicants must pass a pre-employment background check.
Inter Miami CF is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, protected veteran status, disability status, or any other characteristic protected by law
Customer Retention/Billing Specialist
Service specialist job in Boca Raton, FL
Job DescriptionROLE DESCRIPTION: State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a Customer Retention/Billing Specialist - State Farm Agent Team Member.
Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.
RESPONSIBILITIES:
Greet clients, answer phone calls, respond to emails, and handle client inquiries.
Manage schedules, book appointments, and maintain office supplies.
Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed.
Enter client information into the agency management system and update records as necessary.
Handle billing inquiries, process payments, follow up on overdue accounts.
Act as a liaison between clients and agents, ensuring clear and effective communication.
Assist in organizing marketing events, preparing promotional materials, and managing social media accounts.
Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters.
BENEFITS:
Monthly Bonuses based on performance
Opportunity for advancement
Paid time off
Health Insurance
Retirement Plan
Training & development
QUALIFICATIONS:
Must be able to obtain FL 4-40 Customer Representative License
Knowledge of Citizens and EasyLink a must.
Previous insurance experience preferred (State Farm)
Previous administrative or customer service experience, preferably in an insurance or financial services setting.
Proficiency in Microsoft Office Suite and familiarity with agency management software.
Excellent verbal and written communication skills.
Strong organizational skills with the ability to multitask and prioritize tasks effectively.
Friendly and professional demeanor with a strong focus on customer satisfaction.
High level of accuracy in data entry and document preparation.
Ability to work independently, handle client issues, and find effective resolutions.
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
Client Specialist
Service specialist job in Boca Raton, FL
About the Role
Client Specialists are the first line of contact at all Barry's studios. As such, they are well-versed in all aspects of our business complying with company policies, procedures and directives. Client Specialists are key to developing lasting client relationships through providing superior hospitality and assisting clients with class selections, bookings, and questions; maintaining a clean studio; FuelBar orders; and merchandise purchases. Our Client Specialists are excellent communicators and positive brand ambassadors, helping convey memorable experiences for our clients. Their passion for Barry's is conveyed in every client interaction. We are looking for passionate, hard-working, reliable, team-oriented, and forward-thinking problem-solvers with outgoing interpersonal skills, a love for health, an excitement for our brand, and the desire to be a part of building a stronger Barry's community. This position encompasses the following responsibilities, each of which is carried out in equal measure: Front Desk, Facilities & Fuel Bar.
What You'll Do
Front Desk Responsibilities:
Client Experience: Understanding of hospitality principles & processes and ability to execute as part of the Barry's Client Experience
Support the client experience with hospitality and studio amenities to build personalized experiences with the goal of positively impacting both sales and service
Be an effective brand ambassador, ensuring clients are warmly welcomed, assisted accordingly, and have a memorable experience commensurate with the Barry's brand
Establishing and maintaining Interpersonal Relationships: The candidate must develop constructive and cooperative working relationships with clients/staff, and maintain them over time
Assist clients, building individual connections, and providing direction with any questions or concerns
Communicating with Supervisors, peers: the candidate must provide information to supervisors and co-workers, by telephone, in written form, e-mail, text, or in person in a timely and efficient manner
Deliver first class client experience at all times
Ensure a clean and welcoming atmosphere at all times by assisting in studio cleaning, restocking, and upkeep as needed
Guide clients with regards to the latest studio promotions, membership discounts and/or special events
Maintain product knowledge for all studio retail operations
Participate in all relevant training and development programs and meetings as directed by Operations leaders
Have flexibility with schedule, having the ability to work weekends, holidays, morning or night shifts and adhere to work schedule, and meeting minimum availability requirements
Fuel Bar Responsibilities:
Deliver quality protein smoothies and customer service in the Fuel Bar
Handle pre-orders and orders on the spot, custom to each client's needs
Assist clients with questions and product selection
Complete client's orders in a timely manner utilizing a POS transaction
Maintain fuel bar department areas clean and sanitized
Follow departmental procedures for safety, proper food handling, and sanitation according to local, state, and federal health code regulations
Properly rotate merchandise in refrigerated coolers and department tables, paying special attention to spoiling goods according to company policy
Prepare various fuel bar goods following company recipes
Facility Maintenance:
Prepare studio spaces before, after, and in-between classes by cleaning exercise equipment, sweeping, mopping and/or vacuuming floors, and wiping mirrors
Support in cleaning and maintaining of locker rooms to brand standard as directed
Regular deep cleaning, organization, and service of common areas, including the lobby space, FuelBar, Red Room/Lift/Ride spaces, retail shelves, locker rooms, hallways, and storage areas
Conduct small studio repairs when appropriate
Laundry services, including collecting, washing, and folding towels
Adhere to daily and weekly cleaning and maintenance checklists
Customer Service:
Ensure all existing and new clients are provided with the highest level of hospitality
Maintain client database and utilize information to increase client contact
Attend social functions within the community to generate new business, invite current and prospective clients to in-studio events, and reach out through curated clienteling tools
Qualifications
Strong hospitality skills and alignment with Barry's Mission, Vision and Values.
Ability to work either a full-time or part-time schedule
Full-time employees: Must be available for a minimum of 30 hours per week with minimal restrictions. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs.
Part-time employees: Must be available for a minimum of 24 hours per week and minimum of 3-4 hours per available shift depending on state regulations. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs.
Friendly, outgoing personality and enjoy social interaction
Exhibits enthusiasm for the studio and for the job
Must be a patient, courteous listener, able to show empathy
Responding to clients request with a can-do attitude
Cooperative manner with a focus on team culture.
Ability to prioritize and work within a fast-paced environment
Exceptional cleaning skills and a clear understanding of what constitutes a sanitary environment
Have an eye for detail and care for the studio's appearance and cleanliness
Work as a cohesive team with all Barry's staff members to ensure efficiency and effectiveness
Maintain a professional appearance and behavior
Demonstrate excellent communication skills
Candidates must be at least 18 years or older to apply
Customer Relations Specialist
Service specialist job in Fort Lauderdale, FL
Job DescriptionSalary: DOE
One Stop Pool Pros Inc., celebrating its 40th Anniversary this year, is the nationally recognized leader in commercial swimming pool and aquatic facility management. We take pride in fostering a collaborative and growth-oriented work environment. With over four decades of operational excellence, our team of aquatic experts has played a pivotal role in setting the standards nationally for all things aquatic. As we continue to expand our operations, we are looking for a highly motivated and detail-oriented individual to join our team as a Customer Relations Specialist.
"Dive into Excellence with One Stop Pool Pros Inc."
Position Overview:
One Stop Pool Pros Inc. is seeking a dedicated and motivated individual to join our team as a Customer Care Specialist in our Oakland Park, FL office. This position offers the opportunity to provide exceptional customer service, facilitate proposals, and support business development efforts. Fluency in English and Spanish is preferred, and experience as a proposal facilitator is a plus.
Primary Duties and Responsibilities:
Answer phone calls from customers regarding service and work, providing efficient solutions and responses.
Write responses to customer solicitations such as daily work bids and Requests for Proposals (RFPs), adhering to RFP style guidelines and meeting all proposal deadlines.
Manage field efforts via electronic work order system and associated protocols.
Prepare daily follow-up logs for customer approvals and follow up with customers as required.
Edit documents for grammar, style, and content, ensuring compliance with RFP instructions.
Participate in Technical/Quality Reviews of proposals and assist with proposal production and shipping processes.
Develop and maintain databases of responses and work completion.
Perform other duties as assigned, including customer follow-up on outstanding approvals.
Job Requirements:
Strong computer skills, proficiency in cloud systems, and experience with Apple and MAC products.
Strong written communication, editing, and interpersonal skills.
Proposal experience is a plus, but not required.
Experience with Oracle is a plus.
Fluency in English and Spanish is preferred.
2-3 years of experience in customer service.
1 year of experience in proposal writing or editing.
Exceptional listening, writing, editing, and formatting skills.
Physical Requirements:
Qualified individuals must be capable of fulfilling the essential duties of the position, with or without reasonable accommodation. If an individual with a disability qualifies for the position, they may request adjustments to the job or work environment to meet their physical needs. We are committed to accommodating such requests, provided they are reasonable and do not pose undue hardship.
This position is predominantly sedentary, requiring the ability to work at a keyboard for extended periods with minimal interruption. Proficiency in keyboard operation is essential. Additionally, the role entails working under potentially stressful conditions in a fast-paced and dynamic environment with multiple priorities. Occasionally, the employee may be required to lift objects weighing up to 50 pounds.
How to Apply:
Interested candidates should submit their resume along with a cover letter expressing their interest in the position. We value diversity and look forward to welcoming talented individuals to our team.
Job Type: Full-time
References: Required
Compensation: Commensurate with Experience
Employment Type: Full-time
Benefits: Vacation Pay, Sick Pay, Discounted Benefits.
This role demands a keen eye for detail, a commitment to quality, and the ability to work effectively within a team. If you possess the required experience and skills, we invite you to apply and be part of our dynamic team dedicated to delivering excellence.
Client Experience Specialist
Service specialist job in Boca Raton, FL
Job Title: Client Experience Specialist Department: Corporate Reports To: President FLSA Status: Exempt BlueTeam is a US-based provider of national disaster recovery, remediation, reconstruction, renovation, and roofing services for commercial properties. Our core business focuses on cleanup and mitigation efforts for recovery from fire damage, roof leaks, flooding, pipe bursts, and post-disaster remediation due to severe weather. We exclusively serve commercial sectors including hospitality, senior housing, healthcare, commercial offices, municipalities, multifamily living, and institutional markets.
SUMMARY: The Client Experience Specialist will serve as the primary advocate for customers, acting as the voice of the customer internally while providing exceptional service and communication. This role is pivotal in ensuring a seamless experience for clients across all restoration, reconstruction, and roofing projects. The Client Experience Specialist will work closely with project teams, assist with client training, and support efforts to collect outstanding invoices, ensuring customer satisfaction and loyalty.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Customer Advocacy and Communication
* Serve as the primary point of contact for clients, ensuring timely updates and addressing concerns throughout the project lifecycle.
* Collaborate with internal teams to ensure customer needs and expectations are met, proactively communicating any project changes or issues.
* Represent the customer's perspective during internal meetings and decision-making processes.
* Be in communication during the projects with multiple stakeholders, from the corporate level client, regional level and the local property.
* Create a cadence of touch points to the local property to identify quality of services throughout the lifecycle of the project.
Project Coordination
* Monitor project timelines and milestones, ensuring proactive communication of progress to clients.
* Facilitate seamless handoffs between sales, operations, and billing teams, ensuring a unified customer experience.
Training and Support
* Conduct client onboarding and training sessions to ensure understanding of services, processes, and systems.
* Create and update customer resources, such as user guides, FAQs, and training materials.
Invoice Management
* Assist in the collection of open invoices, working closely with the accounts receivable team to resolve billing issues.
* Communicate with clients regarding payment timelines and resolve any concerns related to invoices or services provided.
Customer Feedback and Continuous Improvement
* Gather and analyze customer feedback, providing actionable insights to improve services and processes.
* Track Customer Satisfaction through utilization and follow up on Customer Survey post project.
* Build and aggregate both internal metrics for staff performance and external reporting for client success reporting on quarterly, semi-annual, and annual perspective.
* Develop and implement strategies to enhance the overall client experience.
QUALIFICATIONS:
* Strong proficiency in office software and tools (e.g., Microsoft Office Suite)
* Excellent communication, organizational and time management skills
* Strong knowledge of commercial construction practices, materials, and methods.
* Problem-solving mindset with a proactive approach to identifying and resolving client concerns.
* Familiarity with CRM systems and project management tools.
* Basic understanding of invoicing and accounts receivable processes.
* Ability to multitask and prioritize effectively in a fast-paced environment
* Fluent in English, Spanish a plus
EDUCATION and/or EXPERIENCE:
* Bachelor's degree in business administration, communications, construction management or related field
* 3+ years of experience in a customer-facing role, ideally within the construction industry
PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to type and look at a computer screen for long periods of the day. The employee must be able to sit for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required.
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. BBMK Contracting, LLC dba BlueTeam (BlueTeam) is a Drug Free Workplace as well as an Equal Opportunity Employer. Qualified applicants shall be considered for all positions without regard to race, color, sex, religion, national origin, age, disability, veteran status, or any other status protected by federal, state or local law.
Client Experience Specialist
Service specialist job in Boca Raton, FL
Job Title: Client Experience Specialist Department: Corporate Reports To: President FLSA Status: Exempt Company Summary BlueTeam is a US-based provider of national disaster recovery, remediation, reconstruction, renovation, and roofing services for commercial properties. Our core business focuses on cleanup and mitigation efforts for recovery from fire damage, roof leaks, flooding, pipe bursts, and post-disaster remediation due to severe weather. We exclusively serve commercial sectors including hospitality, senior housing, healthcare, commercial offices, municipalities, multifamily living, and institutional markets. SUMMARY: The Client Experience Specialist will serve as the primary advocate for customers, acting as the voice of the customer internally while providing exceptional service and communication. This role is pivotal in ensuring a seamless experience for clients across all restoration, reconstruction, and roofing projects. The Client Experience Specialist will work closely with project teams, assist with client training, and support efforts to collect outstanding invoices, ensuring customer satisfaction and loyalty. ESSENTIAL DUTIES AND RESPONSIBILITIES: Customer Advocacy and Communication
Serve as the primary point of contact for clients, ensuring timely updates and addressing concerns throughout the project lifecycle.
Collaborate with internal teams to ensure customer needs and expectations are met, proactively communicating any project changes or issues.
Represent the customer's perspective during internal meetings and decision-making processes.
Be in communication during the projects with multiple stakeholders, from the corporate level client, regional level and the local property.
Create a cadence of touch points to the local property to identify quality of services throughout the lifecycle of the project.
Project Coordination
Monitor project timelines and milestones, ensuring proactive communication of progress to clients.
Facilitate seamless handoffs between sales, operations, and billing teams, ensuring a unified customer experience.
Training and Support
Conduct client onboarding and training sessions to ensure understanding of services, processes, and systems.
Create and update customer resources, such as user guides, FAQs, and training materials.
Invoice Management
Assist in the collection of open invoices, working closely with the accounts receivable team to resolve billing issues.
Communicate with clients regarding payment timelines and resolve any concerns related to invoices or services provided.
Customer Feedback and Continuous Improvement
Gather and analyze customer feedback, providing actionable insights to improve services and processes.
Track Customer Satisfaction through utilization and follow up on Customer Survey post project.
Build and aggregate both internal metrics for staff performance and external reporting for client success reporting on quarterly, semi-annual, and annual perspective.
Develop and implement strategies to enhance the overall client experience.
QUALIFICATIONS:
Strong proficiency in office software and tools (e.g., Microsoft Office Suite)
Excellent communication, organizational and time management skills
Strong knowledge of commercial construction practices, materials, and methods.
Problem-solving mindset with a proactive approach to identifying and resolving client concerns.
Familiarity with CRM systems and project management tools.
Basic understanding of invoicing and accounts receivable processes.
Ability to multitask and prioritize effectively in a fast-paced environment
Fluent in English, Spanish a plus
EDUCATION and/or EXPERIENCE:
Bachelor's degree in business administration, communications, construction management or related field
3+ years of experience in a customer-facing role, ideally within the construction industry
PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to type and look at a computer screen for long periods of the day. The employee must be able to sit for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. 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. BBMK Contracting, LLC dba BlueTeam (BlueTeam) is a Drug Free Workplace as well as an Equal Opportunity Employer. Qualified applicants shall be considered for all positions without regard to race, color, sex, religion, national origin, age, disability, veteran status, or any other status protected by federal, state or local law.
Private Client Specialist I - Greenville, SC
Service specialist job in West Palm Beach, FL
Greenville, South Carolina, United States of America **Hours:** 40 **Pay Details:** $52,000 - $77,480 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
TD Wealth
**Job Description:**
The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support.
**Depth and Scope:**
+ Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth
+ Under supervision, demonstrates competence executing tasks on required platforms (Private Banking, Investments and Trusts)
+ Handles complex financial transactions where products and services are highly competitive
+ Is competent using financial planning software
+ May act as a subject matter expert to Sales Support team
+ Coordinates with relationship mangers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents
+ Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an exceptional client experience
+ Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients
+ May act as primary contact for client relationships with regards to portfolio information and basic financial planning
+ May resolve more difficult Client issues, problems, and requests
+ Identifies opportunities within the portfolio to seek ways to Retail, Commercial and other Wealth Partners
+ Executes in a manner that is compliant with regulations, policies, and procedures
+ Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g., OCC, SEC, FINRA etc.); ensures all Continuing Education requirements are attained
+ Responsible for understanding and adhering to TD Wealth FCRM/ATF Policies and Procedures
+ Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit FCRM procedures
+ Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors
+ Represents TD Wealth to the public in a professional manner
+ Is involved in your community and supports TDBG charity and community initiatives
+ Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles
+ Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients
+ Provides consistent and accurate administrative support to assigned team members including filing, report generation, presentation material, written proposals, and spreadsheet reporting
+ Efficiently manages and promptly responds to all incoming inquiries/requests for information independently/or direct to appropriate person or area
+ Completes all applicable specialized training
+ Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization
+ Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information, as required
+ Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas
+ Keeps others on the team informed about status of account administration, retention, and projects
+ Completes assigned administrative/Client service tasks within policy and operating procedures
+ Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction
**Education and Experience:**
+ Bachelor degree preferred
+ Internal candidates: 3+ years of experience working with TD's client platforms required
+ Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire
+ Knowledge of investments, banking and credit products preferred
+ A self-starter, ability to work with minimal supervision
+ Ability to excel at administration and be exceptionally well organized
+ Demonstrates considerable initiative in providing a high level of organization
+ Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential
+ Possess a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role
+ Demonstrates ability to manage multiple responsibilities and timelines
+ Proven track record of delivering results and executing with excellence
+ Excellent written and verbal communication skills
+ Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Invoice Submission & Dispute Specialist
Service specialist job in Boca Raton, FL
Job Description
Invoice Submission & Dispute Specialist
Summary: Join a prestigious, fast-paced creditor rights firm renowned for its excellence and growth. We are seeking driven and ambitious individuals to fill the Invoice Submission & Dispute Specialist role. This position entails submitting meticulously prepared invoices to our esteemed clients and expertly resolving any disputes to ensure prompt payment. Our firm offers an environment that emphasizes support, continuous training, and unparalleled opportunities for advancement, fostering a culture where exceptional performance is recognized and rewarded.
Essential Duties/Responsibilities:
Ensure the accurate submission of meticulously prepared invoices to esteemed clients, preventing financial discrepancies and safeguarding the firm's financial interests.
Process and submit all invoices created each day to clients for review and approval within the same day.
Assist with the review and resolution of client-disputed invoices to ensure timely payment.
Collaborate with billers and the legal department during the invoice remediation process.
Engage in billing tasks as required.
Audit work performed by billers to ensure accuracy and compliance.
Contribute innovative ideas and solutions to special projects assigned by management.
Work in a dynamic, fast-paced environment that emphasizes teamwork and excellence.
Maintain a high degree of precision and commitment to financial integrity.
Qualifications:
Required Qualifications:
Excellent analytical, deductive reasoning, and decision-making skills
Superior time management abilities, multitasking and meeting deadlines effectively
Keen attention to detail and commitment to delivering precise, high-quality work
Preferred Qualifications:
Familiarity with Quality Assurance and/or Quality Control principles
Previous background in the Legal field and/or Billing
Required Education:
-Bachelor's or Associate's Degree strongly preferred (or applicable experience)
Invoice Submission & Dispute Specialist
Service specialist job in Boca Raton, FL
Invoice Submission & Dispute Specialist
Summary: Join a prestigious, fast-paced creditor rights firm renowned for its excellence and growth. We are seeking driven and ambitious individuals to fill the Invoice Submission & Dispute Specialist role. This position entails submitting meticulously prepared invoices to our esteemed clients and expertly resolving any disputes to ensure prompt payment. Our firm offers an environment that emphasizes support, continuous training, and unparalleled opportunities for advancement, fostering a culture where exceptional performance is recognized and rewarded.
Essential Duties/Responsibilities:
Ensure the accurate submission of meticulously prepared invoices to esteemed clients, preventing financial discrepancies and safeguarding the firm's financial interests.
Process and submit all invoices created each day to clients for review and approval within the same day.
Assist with the review and resolution of client-disputed invoices to ensure timely payment.
Collaborate with billers and the legal department during the invoice remediation process.
Engage in billing tasks as required.
Audit work performed by billers to ensure accuracy and compliance.
Contribute innovative ideas and solutions to special projects assigned by management.
Work in a dynamic, fast-paced environment that emphasizes teamwork and excellence.
Maintain a high degree of precision and commitment to financial integrity.
Qualifications:
Required Qualifications:
Excellent analytical, deductive reasoning, and decision-making skills
Superior time management abilities, multitasking and meeting deadlines effectively
Keen attention to detail and commitment to delivering precise, high-quality work
Preferred Qualifications:
Familiarity with Quality Assurance and/or Quality Control principles
Previous background in the Legal field and/or Billing
Required Education:
-Bachelor's or Associate's Degree strongly preferred (or applicable experience)
Auto-ApplyService Consultant
Service specialist job in Boca Raton, FL
Job Objective The Service Consultant ensures excellent client service to all internal and external clients by coordinating, prioritizing, communicating, and following up on all Service Orders. They will be responsible for the quality of each aftercare experience, ensuring the department standards are in line with company strategy. This role supports the organization, workflow, special order/spare parts management long-term operational efficiency, and generation of revenue throughout the Aftercare department.
Responsibilities
Identifying, sharing best practices throughout the business, and demonstrating excellent teamwork across the showroom and support services.
Provide an exceptional client service experience by exceeding client expectations.
Obtain a firm understanding all watch functions and ability to teach others when necessary.
Measuring wrist sizes, changing straps and sizing bracelets.
Utilize up-selling and cross-selling techniques for aftercare and special-order services to generate revenue.
Constant and clear communication regarding status updates with clients, management and sales associates on an as needed basis.
Client outreach/follow up to ensure satisfaction of services and to promote further business.
Maintain organization of Aftercare area and toolkits as well as spare parts catalogue.
Monthly audit of repair tools.
Weekly audit of repairs via Perpetual Inventory and bi-weekly follow-up with repairs at vendors/clients.
Duties such as but not limited to wrapping timepieces for protection, warranty activation, preparing timepieces post-transaction, preparing and shipping repairs.
Ensure a cohesive working relationship between Aftercare and other departments/boutiques
Ensure a strong and collaborative relationship with the Service Centers.
Respond to client queries by telephone or email within the agreed upon timeframe.
Oversee the client repairs process from beginning to end.
Handle and resolve client complaints with a sense of urgency.
Maintain all documentation, objectives, initiatives, PCI compliance and audit policy within the Aftercare department.
Assist the manager with general fulfilment duties.
Represent company and brand values.
Attend departmental meetings, represent the brand at interna external meetings and or trainings.
Recommend changes to systems and procedures to improve the efficiency of the showroom operations. Continually review operational practices to ensure best practice is delivered at all times.
Implement the Equal Opportunities policy into your daily activities whenever possible.
Be responsible for your own health & safety and that of your colleagues, in accordance with the Health & Safety and relevant directives.
Work in accordance with IT policies and to ensure all new systems and data are secure.
Other projects or tasks as assigned.
Knowledge and Skills
Preferred Experience
* Experience with luxury watches.
* Technical knowledge of timepieces and ability to change or size straps/bracelets
* Knowledge of legal requirements surrounding their role particularly in the areas of Retail law, Health & Safety, & Security.
Required Skills
* Ability to manage and deliver operating costs, identifying suitable efficiency improvements.
* Excellent project, planning, change and time management capabilities.
* Exceptional communication and interpersonal skills.
* IT literate.
* Highly numerate with ability to understand and analyze performance and make effective decisions to ensure KIPs are delivered.
* Results focused, understanding what is important to the business and to the client.
* Flexible/Adaptable to change.
Physical Requirements
Required to stand up for long periods of time
Ability to travel when required
Working Conditions and Environment
Schedule flexibility and availability required to accommodate showroom hours, including evenings and weekends
Documents
* Service Consultant (2).pdf (126.32 KB)
* Apply Now