Service Specialist jobs at Town & Country Federal Credit Union - 1183 jobs
Customer Retention Representative -PT AM MCK-Remote
Globe Life and Accident Insurance Company 4.6
Remote
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment.
We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next PT PM Customer Retention Representative? Globe Life is looking for a PT PM Customer Retention Representative to join the team!
In this role, you will be responsible for conserving business on behalf of the Company. You'll be a vital part of a dedicated, professional team.
Representatives play a key role in ensuring that customers who call in with the intention of canceling are aided in understanding the importance of keeping their coverage, as well as providing policy maintenance.
This is a remote / work-from-home position.
What You Will Do:
Answer questions regarding coverage, premium, and other policy information.
Compose business letters, communicating effectively through written and verbal communication.
Work independently and making judgment decisions is required.
Make outbound calls to existing policyholders to collect delinquent premium payments.
Resell the benefits of our policies and provide excellent customer service.
Record policyholder information for reporting and transactional purposes.
Extensive telephone contact and appropriate telephone skills are required.
Maintain discretion and tact when providing service to customers.
Additional production incentive pays after the training period.
Bilingual (Spanish) hourly pay differential.
What You Can Bring:
High school diploma or equivalent is required.
Basic Microsoft Office Skills, including Word, Excel, and Outlook, are required.
A minimum typing speed of 30 wpm is required.
Experience in a call center environment is preferred.
Some insurance and/or sales experience is preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full-time and/or part-time based on the position specifications.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Bilingual Customer Retention Representative? American Income Life is looking for a Bilingual Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining American Income Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This is a remote / work-from-home position. We have full-time and part-time positions available with morning and evening shifts.
What You Will Do:
Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
Must be fully bilingual in English and Spanish, with the ability to speak, read, and write fluently in both languages.
High school diploma or equivalent.
Basic Microsoft Office Skills, including Word, Excel, and Outlook.
Minimum Typing speed of 30 wpm.
Experience in a call center environment preferred.
Some experience in insurance and/or sales is preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone.
What You Will Do:
Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options.
Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
High school diploma or equivalent.
Basic Microsoft Office Skills, including Word, Excel, and Outlook.
Minimum Typing speed of 30 wpm.
Experience in a call center environment preferred.
Some experience in insurance and/or sales is preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
$62k-109k yearly est. 60d+ ago
Customer Retention Representative (Remote)
Globe Life Family of Companies 4.6
McKinney, TX jobs
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.
Role Overview:
Could you be our next Customer Retention Representative? Globe Life is looking for a Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers a schedule Monday through Friday, with a 10:00 a.m. to 6:30 p.m. Central Time Zone workday.
What You Will Do:
Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
High school diploma or equivalent.
Basic Microsoft Office Skills, including Word, Excel, and Outlook.
Minimum Typing speed of 30 wpm.
Experience in a call center environment preferred.
Some insurance and/or sales experience preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including a pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.
Role Overview:
Could you be our next Bilingual Customer Retention Representative? Globe Life is looking for a Bilingual Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This is a remote / work-from-home position. We have full-time and part-time positions available with morning and evening shifts.
What You Will Do:
Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
Must be fully bilingual in English and Spanish, with the ability to speak, read, and write fluently in both languages.
High school diploma or equivalent.
Basic Microsoft Office Skills, including Word, Excel, and Outlook.
Minimum Typing speed of 30 wpm.
Experience in a call center environment preferred.
Some experience in insurance and/or sales is preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full-time and/or part-time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
INDGLA1001
$62k-109k yearly est. 60d+ ago
Client Svcs Specialist II
City National Bank 4.9
Beverly Hills, CA jobs
WHAT IS THE OPPORTUNITY? This person will handle a variety of branch transactions for Entertainment Operations except new accounts. They are expert in all aspects of providing exemplary customer service and assisting customers with any transaction. Has good working knowledge of bank policies and procedures.
WHAT WILL YOU DO?
* Responsible for the "back office" functions of the branch.
* Provides the branch with the flexibility and expertise to perform the duties of the Client Service Representative functions at a moments notice. Actively identifies and participates in the cross selling of CNB products and services when appropriate.
* Responsible for coaching of branch colleagues in policies, procedures, and/or processes in the various functions.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Minimum 2 years of experience working in a bank branch or bank operations role with cash handling experience required
* Minimum 2 year direct customer service experience required
* Minimum 2 year of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required
*Additional Qualifications*
* Minimum of 1 year experience in a banking environment required.
* Good problem solving and communication skills required.
* A general understanding of branch operations preferred.
* Basic computer skills including ability to use Microsoft Word and Excel preferred.
* Ability to perform branch positions with minimal supervision required.
* Working knowledge of Federal Regulations and Bank policies and procedures required.
* Thorough knowledge of Bank products and services required.
* Good verbal and written communication skills required.
* Ability to handle problem situations with colleagues and clients effectively required.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $18.39 - $27.62 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-ST1
\#CA-ST
$18.4-27.6 hourly 24d ago
Virtual Customer Service Sales Executive
Unitrust Financial Group 4.1
Newark, NJ jobs
Compensation: 100% Commission License Required: Must be willing to obtain a state life insurance license (we ll help you through the process)
About Us At InsuraTec Services Group, we help families across the country protect their futures with life insurance and financial solutions. We re expanding our national team and looking for self-motivated professionals who want to grow a career from home with the support of proven systems, mentorship, and a mission-driven culture.
What You ll Do
As a Virtual Customer Service Sales Executive, you ll guide clients through the process of selecting life insurance coverage that fits their needs, all through virtual appointments. This is not a cold-calling role all leads are warm, and all client meetings are scheduled in advance.
Responsibilities
Help families understand their coverage options through virtual consultations
Use our proven scripts and tools to guide client conversations
Follow up with clients and provide exceptional support
Stay organized, meet weekly goals, and track your activity
Maintain licensing requirements and follow all compliance protocols
What We re Looking For
Strong communication skills and a desire to help people
Comfortable working in a commission-based, performance-driven environment
Self-disciplined with a strong work ethic
Willing to learn, coachable, and open to feedback
Sales or customer service experience is helpful but not required
Must be able to pass a background check and get licensed if not already
What You ll Get
Full training and mentorship from day one
Flexible schedule you set your own hours
Access to warm leads and support from our national team
Monthly bonus opportunities for top performance
The ability to grow into a leadership or management role
Ready to Apply?
If you re looking for a remote opportunity where you can grow your income while helping others, apply today. We'll walk you through the licensing and onboarding process to get you earning quickly.
$43k-72k yearly est. 6d ago
Virtual Customer Service Sales Executive
Unitrust Financial Group 4.1
Sunrise, FL jobs
Compensation: 100% Commission License Required: Must be willing to obtain a state life insurance license (we ll help you through the process)
About Us At InsuraTec Services Group, we help families across the country protect their futures with life insurance and financial solutions. We re expanding our national team and looking for self-motivated professionals who want to grow a career from home with the support of proven systems, mentorship, and a mission-driven culture.
What You ll Do
As a Virtual Customer Service Sales Executive, you ll guide clients through the process of selecting life insurance coverage that fits their needs, all through virtual appointments. This is not a cold-calling role all leads are warm, and all client meetings are scheduled in advance.
Responsibilities
Help families understand their coverage options through virtual consultations
Use our proven scripts and tools to guide client conversations
Follow up with clients and provide exceptional support
Stay organized, meet weekly goals, and track your activity
Maintain licensing requirements and follow all compliance protocols
What We re Looking For
Strong communication skills and a desire to help people
Comfortable working in a commission-based, performance-driven environment
Self-disciplined with a strong work ethic
Willing to learn, coachable, and open to feedback
Sales or customer service experience is helpful but not required
Must be able to pass a background check and get licensed if not already
What You ll Get
Full training and mentorship from day one
Flexible schedule you set your own hours
Access to warm leads and support from our national team
Monthly bonus opportunities for top performance
The ability to grow into a leadership or management role
Ready to Apply?
If you re looking for a remote opportunity where you can grow your income while helping others, apply today. We'll walk you through the licensing and onboarding process to get you earning quickly.
$35k-69k yearly est. 5d ago
Transactions Specialist III / 2nd shift
Jpmorgan Chase 4.8
Columbus, OH jobs
Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues.
**Job responsibilities**
+ Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence
+ Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints
+ Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures
+ Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development
+ Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact
**Required qualifications, capabilities, and skills**
+ Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions
+ Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints
+ Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management
+ Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment
+ Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures
+ High school diploma or GED required
**Preferred qualifications, skills, and capabilities**
+ Familiarity or developing knowledge of automation and process optimization tools or technologies.
Schedule: Tuesday - Saturday, 1: 30 pm EST to 10:00 pm EST
Shift differential: 10%
This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
$59k-84k yearly est. 26d ago
Virtual Customer Service Sales Executive
Unitrust Financial Group 4.1
Los Angeles, CA jobs
Compensation: 100% Commission License Required: Must be willing to obtain a state life insurance license (we ll help you through the process)
About Us At InsuraTec Services Group, we help families across the country protect their futures with life insurance and financial solutions. We re expanding our national team and looking for self-motivated professionals who want to grow a career from home with the support of proven systems, mentorship, and a mission-driven culture.
What You ll Do
As a Virtual Customer Service Sales Executive, you ll guide clients through the process of selecting life insurance coverage that fits their needs, all through virtual appointments. This is not a cold-calling role all leads are warm, and all client meetings are scheduled in advance.
Responsibilities
Help families understand their coverage options through virtual consultations
Use our proven scripts and tools to guide client conversations
Follow up with clients and provide exceptional support
Stay organized, meet weekly goals, and track your activity
Maintain licensing requirements and follow all compliance protocols
What We re Looking For
Strong communication skills and a desire to help people
Comfortable working in a commission-based, performance-driven environment
Self-disciplined with a strong work ethic
Willing to learn, coachable, and open to feedback
Sales or customer service experience is helpful but not required
Must be able to pass a background check and get licensed if not already
What You ll Get
Full training and mentorship from day one
Flexible schedule you set your own hours
Access to warm leads and support from our national team
Monthly bonus opportunities for top performance
The ability to grow into a leadership or management role
Ready to Apply?
If you re looking for a remote opportunity where you can grow your income while helping others, apply today. We'll walk you through the licensing and onboarding process to get you earning quickly.
An exciting opportunity exists to join the ProAssurance family of companies! Our mission is powerful and simple: We protect others. Choosing a place to apply your talents is an important decision for anyone. You have plenty of options. Why choose ProAssurance?At ProAssurance, we sell a pledge, and that pledge is delivered by our team members. We are seeking individuals who value integrity, leadership, relationships, and enthusiasm-and want to build their career with a great company where they can be their authentic self and feel valued, recognized, and rewarded for their contributions. ProAssurance specializes in healthcare professional liability, products liability for medical technology and life sciences, legal professional liability, and workers' compensation insurance. We are an industry-leading specialty insurer, with job opportunities in much of the contiguous United States.This position supports our workers' compensation line of business, Eastern Alliance. While we prefer the position to be hybrid and based in our Carmel, IN office, we're also open to fully remote candidates located in Michigan, Kentucky, Tennessee, or elsewhere in Indiana.
Our Client Outcomes team members travel periodically to support the needs of the business.
The primary responsibility of the Client Outcomes Specialist is to serve as the internal champion of the Eastern Way, Client Services, and Return to Wellness (RTW), and to maximize the favorable outcomes and financial benefits of these philosophies and protocols for the Company, its team members, agents, policyholders, and injured workers. Working under minimal supervision, this position will be partnering with the regional service teams to ensure that the Eastern Way, Client Services, and RTW are effectively and consistently executed across the Company.
What you'll do:
60% - Executes Client Services protocols. Provides Client Services oversight for the Company's Large Accounts and accounts over $100,000 in manual premium, for all product offerings (Guaranteed Cost, Retros, Large Deductibles, Specialty Risk and Inova) across all Regions. Supports the consistent execution of Eastern's Service Cycle, including:
Independently coordinates, schedules and leads Client Services meetings, including:
New business acquisition and set up - Point of Sale.
Proper planning and execution of New Account Orientation and set up.
Sends welcome email and follows up regarding initial needs.
Serves as an active presenter by reviewing materials at the annual stewardship meeting to discuss and present solutions.
Key contributor in Claim Review meetings.
Fields the requests, coordinate with team members, prepares materials.
Functions as subject matter expert in RTW, Client Services and Eastern Way strategies.
Under minimal guidance and direction, develops service plans and follows through on, execution and measurement.
Provides ideas and feedback regarding needs to develop and refresh materials, works with Marketing to execute.
Functions as a point person for client specific needs and maintains consistent expectations regarding service across all teams.
Analyze accounts where the company was not successful (new and renewal) by making recommendations for improved outcomes. Recommendations to be reviewed with assigned underwriter and review with appropriate team members as a learning opportunity.
Assist teams in analyzing account trends throughout policy term and plan appropriate action steps to address/communicate.
Acts as a point of contact for any special reports to assist with trending discussions.
Facilitates claim system and/or website training for customers and agents.
Establishes and maintains location codes for accounts.
Works with the Claim Support team to update claims.
Coordinate and lead the roll out of new client facing tools and materials.
Educates internal team members, agency partners and clients.
Works with the policy support team to create account specific panels and serves as the contact for requests from both internal and external customers.
Serves as a key contributor to provide feedback and determine future service needs at large account meetings.
Attend and/or participate in industry related events related to Client Services.
Serve as a resource and active participant in projects related to improving customer engagement. Work with Supervisor of Client Outcomes to research and recommend Insurtech offerings.
Continuously analyze current Client Services model for improvements in efficiency and effectiveness.
Actively scan the insurance marketplace to identify current trends, competitive offerings and emerging ideas that specifically serve large customers.
25% - Executes RTW protocols. Serves as a subject matter expert on RTW. Supports the consistent execution of RTW in the following ways:
Leads the RTW Committee.
Attends Service Team and Department meetings to participate in account-specific RTW discussions and action plans.
Works directly with Service Teams, agents, and insureds on an as-needed basis to facilitate resolution of RTW issues.
Tracks and reports on RTW initiatives, results, and financial outcomes.
Monitors RTW log; provides timely and immediate feedback to Supervisors and Managers to address RTW-related performance and training issues.
3% - Facilitates team collaboration and communication. Assist with problem/complaint resolution when necessary. Communicates successes and accomplishments internally and externally. Manages SharePoint utilization & maximization.
3% - Interacts with agency partners (e.g. attends agency visits and events, etc.) and collaborates regularly with Marketing team.
3% - Participate in the development and execution of annual strategic initiatives to support the Eastern Way/Client Services model.
3% - Offer mentoring and guidance for assigned Client Outcome team members and less experienced Client Outcome team members in the organization.
3% - Works with Supervisor of Client Outcomes to conduct RTW and Client Services trainings for new RM, Claims and UW team members.
What we're looking for:
Bachelor's degree is required. A minimum of seven years of experience in workers' compensation insurance in an underwriting, claims, marketing and/or risk management capacity. Advanced knowledge of workers' compensation claims preferred. A CPCU or other related industry designation is preferred.
Demonstrates advanced technical proficiency in Client Outcomes skills through achieving targeted financial and operational results.
Proven leadership skills with the ability to effectively coach, motivate and develop staff.
Excellent written and verbal communication skills with proven ability to coach, lead, influence and motivate others is required.
Excellent time management skills.
Strong analytical ability, to gather data and summarize for reports; find solutions to problems and prioritize work.
The ability to drive financial results on Client Services and Return to Wellness initiatives.
Ability to lead and instill confidence in others through professional credibility with all levels of the organization as well as with outside customers and agents.
Knowledgeable in various software packages, including Microsoft Office products, such as Word, Excel, PowerPoint, Outlook.
#LI-Hybrid
We are committed to providing a dynamic and inclusive environment where everyone can do their best work and grow personally and professionally.
For that reason, we partner with The Predictive Index (PI) - an organization equally committed to improving the working lives of people, to help us hire the best talent by providing additional insight about one's work style.
The position you applied to requires completion of two assessments prior to being scheduled to interview with a hiring manager.
A Talent Acquisition team member may review your application and contact you before the assessment is complete.
These assessments are Behavioral and Cognitive (internal candidates will only receive the Behavioral assessment), and each assessment takes less than 12 minutes to complete.
After submitting your application, you will receive two emails from The Predictive Index inviting you to complete each of these assessments (please check your SPAM or Junk email folder if you do not see these emails in your inbox).
Position Salary Range
$64,930.00 - $107,146.00
The salary range displayed represents the entirety of the pay grade for this position. Most candidates will start in the bottom half of the range. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have, your location and comparison to other team members already in this role.
Build your career with us and enjoy access to a best-in-class benefits program.
$64.9k-107.1k yearly Auto-Apply 42d ago
Virtual Customer Service Sales Executive
Unitrust Financial Group 4.1
New Mexico jobs
Compensation: 100% Commission License Required: Must be willing to obtain a state life insurance license (we ll help you through the process)
About Us At InsuraTec Services Group, we help families across the country protect their futures with life insurance and financial solutions. We re expanding our national team and looking for self-motivated professionals who want to grow a career from home with the support of proven systems, mentorship, and a mission-driven culture.
What You ll Do
As a Virtual Customer Service Sales Executive, you ll guide clients through the process of selecting life insurance coverage that fits their needs, all through virtual appointments. This is not a cold-calling role all leads are warm, and all client meetings are scheduled in advance.
Responsibilities
Help families understand their coverage options through virtual consultations
Use our proven scripts and tools to guide client conversations
Follow up with clients and provide exceptional support
Stay organized, meet weekly goals, and track your activity
Maintain licensing requirements and follow all compliance protocols
What We re Looking For
Strong communication skills and a desire to help people
Comfortable working in a commission-based, performance-driven environment
Self-disciplined with a strong work ethic
Willing to learn, coachable, and open to feedback
Sales or customer service experience is helpful but not required
Must be able to pass a background check and get licensed if not already
What You ll Get
Full training and mentorship from day one
Flexible schedule you set your own hours
Access to warm leads and support from our national team
Monthly bonus opportunities for top performance
The ability to grow into a leadership or management role
Ready to Apply?
If you re looking for a remote opportunity where you can grow your income while helping others, apply today. We'll walk you through the licensing and onboarding process to get you earning quickly.
$27k-38k yearly est. 6d ago
Financial Service Trainee - Albuquerque, NM - Customer Service
Lending Solutions Incorporated 4.4
Albuquerque, NM jobs
Customer Service - Financial Service Representative - Full-Tme Schedules - Evenings and Saturday or Sunday Required! Compensation: $17.00 an hour, plus (evening, weekend, holiday) Shift Differentials of +$2-$5 an hour! Bilingual (Spanish) Shift Differential of +$1.00/an hour for those that qualify.
Hours: Our contact center is open 24 hours a day 7 days a week - more hours to serve our client's needs creates a variety of schedule options for our staff based on our business needs.
DESCRIPTION
In this exciting, fast-paced position, you will be responsible for providing remarkable customer service on behalf of Credit Unions/Banks nationwide by handling primarily inbound calls, as well as occasionally returning messages left by members/customers requesting a call back.
Summary: Service banking transactions on behalf of a credit union or bank by accessing sensitive information and completing the transaction in the various computer platforms. You will be responsible for protecting the account by ID verifying every caller (fraud prevention) along with answering and resolving a lengthy list of banking inquiries (not all inclusive): view and reconcile account and loan related inquiries, online banking issues, transfer funds, reorder checks, use third party platforms to resolve various issues (unblock debit cards, submit loan payments), view and explain why funds are on hold, and provide loan and deposit rates. A Financial Service Representative answers back-to-back calls and typically handles 10-12 calls per hour. You will also provide Product and Service Education to members/customers, as it relates to our Clients and have the opportunity to learn additional skills by cross-training within or outside of your department based on performance and/or business need.
Competencies:
* Language Skills: Ability to read, write, and comprehend complex instructions while clearly and professionally communicating in an accurate and timely manner.
* Mathematical Skills: Ability to accurately add, subtract, divide, and multiply to provide callers with accurate account data.
* Computer Skills: Type approximately 40 net words per minute and have the ability to troubleshoot basic computer issues.
* Physical Demands/Work Environment: While multi-tasking (reading, typing, and listening) the employee is regularly required to sit for an extended time, use a keyboard, and talk to callers via a hands-free headset. The noise level in the contact center is usually moderate, but at times there could be 100 employees on interactions. If working remotely, the noise level is minimal.
Essential Job Functions/Qualifications
* Experience with general banking knowledge/terminology and banking platforms (mobile, online banking) preferred
* Proficient typing, listening, computer, and reading skills
* Exceptional attendance record - ability to work scheduled days/evenings, Saturday or Sunday and some Holidays
* Quickly and efficiently navigate through several computer programs simultaneously while accurately documenting interaction details
* Excellent problem-solving skills with the ability to multi-task
* Ability to communicate clearly and professionally while effectively handling and diffusing challenging situations based on reason for call and
temperament of the caller
* Ability to manage and control emotions and stress while maintaining excellent customer service on all interactions
* Professional and upbeat attitude that thrives in a fast-paced environment
* Desire and ability to provide excellent customer service on every interaction
* Ability to meet the following metrics (not all inclusive): Monthly average talk time 7 minutes or less, Monthly average less than 12 minutes on chats, 98.5% or higher in-production status's, Monthly average wrap up time 40 seconds or less, and Monthly average Quality Review score 85% or higher
Work From Home:
Work-from-home eligibility is not guaranteed and will be based on performance and schedule adherence. Candidates must be prepared to work onsite as required.
EDUCATION
High school/GED or better (minimum)
OUR BENEFITS INCLUDE:
* Paid Training
* Shift Differentials ($2-$5 an hour) for hours worked in the evenings, weekends and observed holidays
* Spanish Bilingual Differential + Incentives for Eligible Bilingual Interactions
* Work-From-Home opportunity upon meeting all performance and attendance requirements, policies, and RWA eligibility requirements
* Relaxed dress environment
* Generous Paid Time Off - rest and relaxation!
* Year-round employee appreciation events and online recognition award program - you are awesome!
* Free Coffee at all LSI facility locations
* Medical, Dental and Vision Insurance for Full and Part-time employees (+30 hrs/wk)
* Life and Disability Insurance
* Pet Insurance
* Paid Volunteer Time Off - give back to your community!
* Educational Assistance and Employee-Assistance-Program
* 401k/Profit Sharing w/Safe Harbor Match
* Growth opportunities - 90% of leadership positions are filled from within!
Apply ONLINE at ****** LSIcareers.com!
Applicants, as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants, as well as employees are encouraged to contact the Human Resources Department to initiate the interactive process if a reasonable accommodation is needed to perform the essential job functions of the position. Accommodation Requests will be reviewed and approved or declined on a case-by-case basis.
$17 hourly 60d+ ago
Transactions Specialist I - Insertion Warehouse Team
Jpmorgan Chase 4.8
Westerville, OH jobs
Join the Transactions team that is instrumental in assisting our business by supporting the routine work required to run an operation. At Chase, you will focus on business results by offering options and finding solutions to help our customers. The Transactions Specialist I work is creative, exciting, and different every day.
As a Transactions Specialist I on the Insertion Team at JPMorgan Chase, you operate mail-production machinery, validate materials, and perform basic reconciliations daily. You work within Global Document Services, the firm's primary print production and distribution unit, which prints, inserts, and mails over 1.1 billion pieces annually for lines of business including Retail, Card Services, Retirement Plan Services, Private Bank, and Treasury Services. GDS produces postcards, letters, statements, checks, invoices, and marketing materials from internally composed documents and Output Systems. The team also coordinates, reviews, and extracts data files from various business lines to enable accurate, large-scale mail distribution.
**Job Responsibilities**
+ Operate Pitney Bowes and Bell and Howell high-speed insertion equipment daily to process statements and letters.
+ Validate material quality and output quality on an ongoing basis.
+ Reconcile input versus output using basic math.
**Required qualifications, capabilities, and skills**
+ Lift 40-70 lbs and deliver 200 lb supplies using industrial pull/push carts.
+ Work overtime as needed, including holidays and weekends.
+ Stand and walk for 8 to 10-hour shifts.
+ Meet and maintain quality and productivity standards.
+ Adapt to changes in the work environment, including daily directives from leadership, changes to standard operating procedures, and new technology.
+ Collaborate as a team member with strong interpersonal skills; maintain positive internal and external interactions and build team-driven success.
+ Prioritize assigned work daily based on client service level agreements; participate in and maintain departmental work area maintenance.
**Preferred qualifications, capabilities, and skills**
+ Bring experience in mail distribution or transaction processing.
+ Leverage familiarity with industrial equipment and technology integration.
+ Thrive in fast-paced, client-focused environments.
+ Demonstrate ability to support multiple lines of business.
**Work Schedule:** **Monday - Friday; 11:00PM - 7:30AM**
Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends. Specific schedule information will be provided by the Recruiter.
This position requires that you attend trainings as scheduled. Training hours may not coincide with your regularly scheduled hours.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
$59k-84k yearly est. 2d ago
Transactions Specialist I - Insertion Warehouse Team
Jpmorganchase 4.8
Westerville, OH jobs
Join the Transactions team that is instrumental in assisting our business by supporting the routine work required to run an operation. At Chase, you will focus on business results by offering options and finding solutions to help our customers. The Transactions Specialist I work is creative, exciting, and different every day.
As a Transactions Specialist I on the Insertion Team at JPMorgan Chase, you operate mail-production machinery, validate materials, and perform basic reconciliations daily. You work within Global Document Services, the firm's primary print production and distribution unit, which prints, inserts, and mails over 1.1 billion pieces annually for lines of business including Retail, Card Services, Retirement Plan Services, Private Bank, and Treasury Services. GDS produces postcards, letters, statements, checks, invoices, and marketing materials from internally composed documents and Output Systems. The team also coordinates, reviews, and extracts data files from various business lines to enable accurate, large-scale mail distribution.
Job Responsibilities
Operate Pitney Bowes and Bell and Howell high-speed insertion equipment daily to process statements and letters.
Validate material quality and output quality on an ongoing basis.
Reconcile input versus output using basic math.
Required qualifications, capabilities, and skills
Lift 40-70 lbs and deliver 200 lb supplies using industrial pull/push carts.
Work overtime as needed, including holidays and weekends.
Stand and walk for 8 to 10-hour shifts.
Meet and maintain quality and productivity standards.
Adapt to changes in the work environment, including daily directives from leadership, changes to standard operating procedures, and new technology.
Collaborate as a team member with strong interpersonal skills; maintain positive internal and external interactions and build team-driven success.
Prioritize assigned work daily based on client service level agreements; participate in and maintain departmental work area maintenance.
Preferred qualifications, capabilities, and skills
Bring experience in mail distribution or transaction processing.
Leverage familiarity with industrial equipment and technology integration.
Thrive in fast-paced, client-focused environments.
Demonstrate ability to support multiple lines of business.
Work Schedule: Monday - Friday; 11:00PM - 7:30AM
Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends. Specific schedule information will be provided by the Recruiter.
This position requires that you attend trainings as scheduled. Training hours may not coincide with your regularly scheduled hours.
$59k-84k yearly est. Auto-Apply 3d ago
Transactions Specialist III / 2nd shift
Jpmorgan Chase & Co 4.8
Ohio jobs
JobID: 210690447 JobSchedule: Full time JobShift: Evening : Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities.
As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues.
Job responsibilities
* Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence
* Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints
* Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures
* Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development
* Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact
Required qualifications, capabilities, and skills
* Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions
* Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints
* Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management
* Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment
* Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures
* High school diploma or GED required
Preferred qualifications, skills, and capabilities
* Familiarity or developing knowledge of automation and process optimization tools or technologies.
Schedule: Tuesday - Saturday, 1: 30 pm EST to 10:00 pm EST
Shift differential: 10%
This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
$59k-84k yearly est. Auto-Apply 28d ago
Transactions Specialist III / 2nd shift
Jpmorganchase 4.8
Ohio jobs
Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues.
Job responsibilities
Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence
Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints
Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures
Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development
Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact
Required qualifications, capabilities, and skills
Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions
Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints
Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management
Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment
Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures
High school diploma or GED required
Preferred qualifications, skills, and capabilities
Familiarity or developing knowledge of automation and process optimization tools or technologies.
Schedule: Tuesday - Saturday, 1: 30 pm EST to 10:00 pm EST
Shift differential: 10%
This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
$59k-84k yearly est. Auto-Apply 28d ago
Customer Service Center Representative - Operations Center
The Commercial & Savings Bank (CSB Bank 3.7
Millersburg, OH jobs
The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio.
This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.
Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank.
Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* To serve our customers in a professional and caring manner.
* Adhere to CSB Customer Service & Retail Ready! Standards
* Follow CSB professional standards of dress and conduct
* Build rapport with customers by asking quality questions to help meet their needs.
* Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
* Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans.
* Service customers in a professional, efficient and expedient manner.
* Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc.
* Resolve difficult transactions and/or sensitive customer relations.
* Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits.
* Must have excellent working relationship with all departments of the Bank.
* Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions.
* Research issues which arise from customer questions when an immediate answer is unable to be given.
* Must be able to follow-thru and get back to customer in a timely manner.
* Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department.
* No customer shall go longer than 24 hours without at least an update to the situation.
* Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others.
* Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information.
* Must be able to work independently and make the necessary decisions to take care of the customer.
* Daily and backup responsibilities for Bank Operations
* Will also assist the Bank Operations Manager with special projects.
* Create reference material for CSC staff members.
* Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Education: A high school diploma or general education degree (GED) is required.
Summary of Employee Benefits:
* Competitive base wage
* Incentive compensation and profit sharing
* Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply)
* Paid time off for vacation, illness, bereavement, and jury duty
* 401(k) with an employer match and on-site advisers
* Employee Assistant Program (EAP) with free access to mental health resources
* Comprehensive wellness program with financial incentives to promote a healthy lifestyle
* Training and professional development opportunities to help you reach your long-term goals
* Paid holidays available immediately upon hire
* Volunteerism opportunities to give back to our local communities
The Commercial & Savings Bank is an Equal Opportunity Employer.
$30k-34k yearly est. 60d+ ago
Customer Service Center Representative - Operations Center
The Commercial & Savings Bank 3.7
Millersburg, OH jobs
The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio.
This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.
Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank.
Essential Functions:
Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
To serve our customers in a professional and caring manner.
Adhere to CSB Customer Service & Retail Ready! Standards
Follow CSB professional standards of dress and conduct
Build rapport with customers by asking quality questions to help meet their needs.
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans.
Service customers in a professional, efficient and expedient manner.
Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc.
Resolve difficult transactions and/or sensitive customer relations.
Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits.
Must have excellent working relationship with all departments of the Bank.
Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions.
Research issues which arise from customer questions when an immediate answer is unable to be given.
Must be able to follow-thru and get back to customer in a timely manner.
Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department.
No customer shall go longer than 24 hours without at least an update to the situation.
Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others.
Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information.
Must be able to work independently and make the necessary decisions to take care of the customer.
Daily and backup responsibilities for Bank Operations
Will also assist the Bank Operations Manager with special projects.
Create reference material for CSC staff members.
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Education: A high school diploma or general education degree (GED) is required.
Summary of Employee Benefits:
Competitive base wage
Incentive compensation and profit sharing
Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply)
Paid time off for vacation, illness, bereavement, and jury duty
401(k) with an employer match and on-site advisers
Employee Assistant Program (EAP) with free access to mental health resources
Comprehensive wellness program with financial incentives to promote a healthy lifestyle
Training and professional development opportunities to help you reach your long-term goals
Paid holidays available immediately upon hire
Volunteerism opportunities to give back to our local communities
The Commercial & Savings Bank is an Equal Opportunity Employer.
$30k-34k yearly est. Auto-Apply 60d+ ago
Customer Service Center Representative - Operations Center
The Commercial & Savings Bank 3.7
Millersburg, OH jobs
The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio.
This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.
Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank.
Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
To serve our customers in a professional and caring manner.
Adhere to CSB Customer Service & Retail Ready! Standards
Follow CSB professional standards of dress and conduct
Build rapport with customers by asking quality questions to help meet their needs.
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans.
Service customers in a professional, efficient and expedient manner.
Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc.
Resolve difficult transactions and/or sensitive customer relations.
Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits.
Must have excellent working relationship with all departments of the Bank.
Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions.
Research issues which arise from customer questions when an immediate answer is unable to be given.
Must be able to follow-thru and get back to customer in a timely manner.
Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department.
No customer shall go longer than 24 hours without at least an update to the situation.
Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others.
Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information.
Must be able to work independently and make the necessary decisions to take care of the customer.
Daily and backup responsibilities for Bank Operations
Will also assist the Bank Operations Manager with special projects.
Create reference material for CSC staff members.
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Education: A high school diploma or general education degree (GED) is required.
Summary of Employee Benefits:
Competitive base wage
Incentive compensation and profit sharing
Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply)
Paid time off for vacation, illness, bereavement, and jury duty
401(k) with an employer match and on-site advisers
Employee Assistant Program (EAP) with free access to mental health resources
Comprehensive wellness program with financial incentives to promote a healthy lifestyle
Training and professional development opportunities to help you reach your long-term goals
Paid holidays available immediately upon hire
Volunteerism opportunities to give back to our local communities
The Commercial & Savings Bank is an Equal Opportunity Employer.
$30k-34k yearly est. Auto-Apply 20d ago
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