Customer Care Advocate jobs at UnitedHealth Group - 199 jobs
Behavioral Health Care Advocate (Utilization Review, Outpatient) - Remote
Unitedhealth Group Inc. 4.6
Customer care advocate job at UnitedHealth Group
The Optum family of businesses, is seeking a Behavioral Health CareAdvocate to join our team. As a member of the Optum Behavioral Care team, you'll be an integral part of our vision to make healthcare better for everyone. At OptumHealth, you will perform within an innovative culture that's focused on transformational change in the health care system. You will leverage your skills across a diverse and multi-faceted business. And you will make contributions that will have an impact that's greater than you've ever imagined.
The Strategic Outpatient Engagement & Management (STEM) CareAdvocate will complete telephonic clinical reviews directly with Providers to ensure members are getting the most effective and efficient care promoting best practices in the Outpatient psychotherapy and community-based treatment setting.
* This position is inbound-queue based, and is fully remote, with a Monday-Friday, 10:30am - 7:00pm schedule*
Primary Responsibilities:
* Focus on outpatient commercial, Medicaid and Medicare behavioral health services
* Conducting outpatient reviews to determine appropriate care
* Assessing if member care meets coverage guidelines
* Shaping member treatment in partnership with providers to ensure best practices
* Administering benefits and reviewing treatment plans
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
* Active, unrestricted, Independent Level Clinician in Psychology, Social Work, Counseling or Marriage or Family Counseling, or an RN with 2+ years of experience in behavioral health
* Active, unrestricted licensure in your state of residence
* 2+ years of experience in a behavioral health setting
* Outpatient psychotherapy and community-based treatment experience
* Proven MS Office proficiency (Word, Excel, Outlook, Internet)
* Distraction-free space in home to use as a home office
* Access to high-speed internet (DSL or Cable)
Preferred Qualifications:
* 2+ years of demonstrated experience (post licensure) in a related mental health environment including outpatient services
* Experience working with EMRs (electronic medical records)
* Experience in managed care
* Experience conducting clinical review to determine appropriate levels of care
* Demonstrated telephonic/office-based experience
* Telephone queue experience
* Utilization review/management experience
Explore opportunities at Optum Behavioral Care. We're revolutionizing behavioral health care delivery for individuals, clinicians and the entire health care system. Together, we are bringing high-end medical service, compassionate care and industry leading solutions to our most vulnerable patient populations. Our holistic approach addresses the physical, mental and social needs of our patients wherever they may be - helping patients access and navigate care anytime and anywhere. We're connecting care to create a seamless health journey for patients across care settings. Join our team, it's your chance to improve the lives of millions while Caring. Connecting. Growing together.
* All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy.
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $60,200 to $107,400 annually based on full-time employment. We comply with all minimum wage laws as applicable.
Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
$31k-43k yearly est. 3d ago
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Customer Service Associate Representative - Cigna Healthcare - Remote
Cigna Group 4.6
Montana jobs
The Customer Service Associate Representative answers phone inquiries from participants, clients, and providers about group health benefits and claims payments. Responsibilities also include research on claims and assisting team members as needed.
ESSENTIAL JOB FUNCTIONS
Answer telephone calls from plan participants, group contacts, and providers pertaining to benefits and claims inquiries.
Provide clear and accurate responses to requests for information.
Document all calls into Chronolog (by typing in highlights of the conversation) for future referral.
Return messages left in designated voice mailboxes.
Read and interpret plan documents for numerous clients, review new documents and amendments as added.
Meet personally with clients as necessary to assist with questions pertaining to their health benefit plan.
Assist team members as requested.
Log faxed claims (type information faxes received in Chronolog).
Return misdirected claims to appropriate provider as received.
Assist members with website.
Meet or exceed company standards for production and quality.
Contribute to the daily workflow with regular and punctual attendance.
Assist with claim information research and identification.
Assist with provider record maintenance as assigned.
Index claim and correspondence batches as assigned.
Perform assigned duties for specific client groups as needed.
Assist with employee training and cross-training as needed.
Research and write up refunds as assigned.
QUALITY ASSURANCE MEASUREMENTS
Meet or exceed company standards for production and quality and assurance audit.
REQUIREMENTS:
Minimum Education: High school graduation or GED required.
Minimum Experience: Basic computer and customer service experience required.
Other Qualifications:
▪ Excellent oral and written communication skills required.
▪ PC skills, including Windows, Word and Adobe Acrobat. Ability to adapt to software changes.
▪ Typing ability of 45 wpm.
▪ Excellent listening skills.
▪ Basic mathematical skills.
▪ High level of interpersonal skills to work effectively with others.
▪ Ability to organize and recall large amounts of detailed information.
▪ Ability to read, analyze and interpret benefit summary plan descriptions, insurance documents and regulations.
▪ Ability to project a professional image and positive attitude in any work environment.
▪ Ability to comply with privacy and confidentiality standards.
▪ Ability to be flexible, work under pressure and meet deadlines.
▪ Ability to analyze and solve problems with professionalism and patience.
Since 1981,
Allegiance by Cigna Healthcare
has specialized in the administration of medical benefits, offering core services such as claims processing, customer service, utilization management, and case management. Backed by a unique high-touch approach to both member and client service, Allegiance supports and administers some of the nation's most innovative approaches to Health Plan benefits.
If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
About Cigna Healthcare
Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage of life. We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their health and vitality. Join us in driving growth and improving lives.
Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws.
If you require reasonable accommodation in completing the online application process, please email: ********************* for support. Do not email ********************* for an update on your application or to provide your resume as you will not receive a response.
The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State.
Qualified applicants with criminal histories will be considered for employment in a manner consistent with all federal, state and local ordinances.
$33k-38k yearly est. Auto-Apply 2d ago
Customer Service Advocate I - Cambodian Bilingual
Centene 4.5
Remote
You could be the one who changes everything for our 28 million members as a CustomerCare professional at Centene. As a diversified, national organization, you'll have access to competitive benefits including a fresh perspective on workplace flexibility.
**Qualified candidates for this role should be bilingual in Cambodian and English and be able to work between the hours of 11AM-9PM EST**
Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Sponsorship and future sponsorship are not available for this opportunity, including employment-based visa types H-1B, L-1, O-1, H-1B1, F-1, J-1, OPT, or CPT.
Position Purpose: Serves as the first-line advocate that focuses on resolving inquiries, issues, or concerns for members and/or providers. Leverages a variety of communication channels to provide members and/or providers with timely, accurate, and personalized support on routine complaints.
Receives and responds to routine member and/or provider inquiries, requests and/or concerns in an accurate and timely manner
Mitigates and prevents complaints from being escalated to resolve in initial contact
Serves as the front-line resolution advocate on various member and/or provider inquiries, requests, or concerns
Resolves basic problems by communicating the requested information regarding the assessment of the member or provider needs, understanding the cause, and determining if problems need to be routed to other departments for further resolution
Maintains performance and quality standards based on established contact center metrics
Provides customer service in a high pace contact center environment over the phone, via live chats and emails
Documents all member or provider information and communications for quality and performance tracking through the Customer Relationship Management (CRM) applications
Remains up-to-date and adheres to quality standards, regulation, and all other policies to ensure quality, consistency, and compliance
Performs other duties as assigned
Complies with all policies and standards
Education/Experience: Requires a High School diploma or GED.
Entry-level position typically requiring little or no previous experience.
Experience interacting and multitasking using multiple systems and programs simultaneously preferred.Pay Range: $16.35 - $23.46 per hour
Centene offers a comprehensive benefits package including: competitive pay, health insurance, 401K and stock purchase plans, tuition reimbursement, paid time off plus holidays, and a flexible approach to work with remote, hybrid, field or office work schedules. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law, including full-time or part-time status. Total compensation may also include additional forms of incentives. Benefits may be subject to program eligibility.
Centene is an equal opportunity employer that is committed to diversity, and values the ways in which we are different. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristic protected by applicable law.
Qualified applicants with arrest or conviction records will be considered in accordance with the LA County Ordinance and the California Fair Chance Act
$16.4-23.5 hourly Auto-Apply 14d ago
Life Claims - Associate Customer Service Representative
Cincinnati Financial Corporation 4.4
Fairfield, OH jobs
Make a difference with a career in insurance At The Cincinnati Insurance Companies, we put people first and apply the Golden Rule to our daily operations. To put this into action, we're looking for extraordinary people to join our talented team. Our service-oriented, ethical, knowledgeable, caring associates are the heart of our vision to be the best company serving independent agents. We help protect families and businesses as they work to prevent or recover from a loss. Share your talents to help us reach for continued success as we bring value to the communities we serve and demonstrate that Actions Speak Louder in Person.
If you're ready to build productive relationships, collaborate within a diverse team, embrace challenges and develop your skills, then Cincinnati may be the place for you. We offer career opportunities where you can contribute and grow.
Build your future with us
Our Life Claims department is currently seeking an Associate Customer Service Representative to provide excellent claims and customer service support to beneficiaries, claim processors and other departments. You will communicate and correspond with policyholders, agents, claimants, attorneys and others to provide information needed to support claim processing and claim resolution.
The pay range for this position is $18.50 - $19.50 hourly. The pay determination is based on the applicant's education, experience, location, knowledge, skills, and abilities. Eligible associates may also receive an annual cash bonus and stock incentives based on company and individual performance
Be ready to:
* answer telephone inquiries regarding new, pending and settled claims
* communicate with policyholders, claimants, beneficiaries, and others regarding claim requirements or claim status
* prepare and mail letters to claimants
* verify data and enter information into policy administration system
* validate reinsurance information and notify reinsurers of new claims
* refer claim related questions, where appropriate, to claim processors
* distribute mail and create and assign tasks to claim processors
* manage lost policy searches received via email and mail
* order medical records for life and disability claims
* pay medical and legal expenses for claims
Be equipped with:
* exceptional verbal and written communication skills
* competency in Microsoft Office software
* ability to work independently
* ability to effectively manage time and meet deadlines
* capable of working with and supporting claim processors and team members
* strong attention to detail
* customer service knowledge
* willingness to pursue industry designations
Bring education and experience from:
* a high school diploma
* experience with LifePro (preferred)
* life insurance, annuity and disability product knowledge (preferred)
Enhance your talents
Providing outstanding service and developing strong relationships with our independent agents are hallmarks of our company. Whether you have experience from another carrier or you're new to the insurance industry, we promote a lifelong learning approach. Cincinnati provides you with the tools and training to be successful and to become a trusted, respected insurance professional - all while enjoying a meaningful career.
Enjoy benefits and amenities
Your commitment to providing strong service, sharing best practices and creating solutions that impact lives is appreciated. To increase the well-being and satisfaction of our associates, we offer a variety of benefits and amenities.
Embrace a diverse team
As a relationship-based organization, we welcome and value a diverse workforce. We grant equal employment opportunity to all qualified persons without regard to race; creed; color; sex, including sexual orientation, gender identity and transgender status; religion; national origin; age; disability; military service; veteran status; pregnancy; AIDS/HIV or genetic information; or any other basis prohibited by law. All job applicants have rights under Federal Employment Laws. Please review this information to learn more about those rights.
$18.5-19.5 hourly 17d ago
Consumer Service Operations Representative
Humana 4.8
Columbus, OH jobs
**Become a part of our caring community and help us put health first** The Consumer Service Operations Representative represents the Dual Eligible Outreach Department by taking inbound calls to members or providers regarding a variety of issues. The Consumer Service Operations Representative performs advanced administrative/operational/customer support duties that require independent initiative and judgment. May apply intermediate mathematical skills. The Consumer Service Operations Representative performs varied activities and moderately complex administrative/operational/customer support assignments. Typically works on semi-routine assignments.
**Become a part of our caring community and help us put health first**
We are seeking bilingual (English/Spanish) virtual associates who bring empathy, strong service orientation, and a passion for helping others. As a Consumer Service Operations Representative 2, you will guide members through important benefit decisions with care, accuracy, and professionalism.
This role requires associates who can think critically, build trusting relationships, high accuracy in quality and attention to detail and thrive in a fast-paced service environment.
What You'll Do
+ Engage with members on inbound calls to assess eligibility for programs like the Medicare Savings Program.
+ Help members understand state and federal benefits that can improve their quality of life.
+ Listen with empathy and demonstrate care in all interactions.
+ Utilize critical thinking to evaluate member needs, identify appropriate resources, and resolve issues.
+ Build strong relationships with members by showing respect, patience, and clarity in every conversation.
+ Accurately enter information into multiple systems while multitasking.
+ Collaborate with a supportive team and contribute to a culture of compassion, service, and excellence.
+ Thrive in a fast-paced, member‑focused environment with shifting priorities.
What Success Looks Like
+ You communicate clearly and calmly, even in challenging or emotional conversations.
+ You use critical thinking to solve member issues without relying on scripted responses.
+ You build rapport quickly and maintain positive member relationships.
+ You adapt easily to change and manage high call volumes effectively.
+ You find purpose in service and pride in helping others.
Why Join Us?
At Humana, we aim to inspire health and connect people with the care and resources they need. We value diverse voices, compassionate service, and a commitment to excellence. Join a team that truly makes a difference.
**Use your skills to make an impact**
**Required Qualifications**
+ 2+ years of customer service experience, including data entry.
+ Strong verbal, written, and listening skills.
+ Comfortable navigating multiple systems and learning new technology.
+ Proficient in Microsoft Outlook and Word.
+ Adaptable and open to change in a dynamic environment.
**Preferred Qualifications**
+ Bilingual English/Spanish.
+ Experience in healthcare or social services.
+ Previous inbound/outbound call center experience.
Schedule & Virtual Work Expectations
+ Hours: Monday-Friday, 10:40 AM - 7:10 PM
+ Location: Virtual
+ Attendance Requirements:
+ Attendance is vital to success in this role.
+ No time off is allowed during training or within the first 90 days.
+ Time off during the 180‑day appraisal period is extremely limited and must be pre-approved.
As part of our hiring process for this opportunity, we will be using an interviewing technology called HireVue to enhance our hiring and decision-making ability. HireVue allows us to quickly connect and gain valuable information from you pertaining to your relevant skills and experience at a time that is best for your schedule.
To ensure Home or Hybrid Home/Office employees' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria:
At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested.
Satellite, cellular and microwave connection can be used only if approved by leadership.
Employees who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense.
Humana will provide Home or Hybrid Home/Office employees with telephone equipment appropriate to meet the business requirements for their position/job.
Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information.
Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.
**Scheduled Weekly Hours**
40
**Pay Range**
The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.
$40,000 - $52,300 per year
**Description of Benefits**
Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.
Application Deadline: 01-30-2026
**About us**
Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.
**Equal Opportunity Employer**
It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.
Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our ***************************************************************************
$40k-52.3k yearly 8d ago
Senior Pharmacy Resolution Specialist
Centene 4.5
Remote
You could be the one who changes everything for our 28 million members as a clinical professional on our Medical Management/Health Services team. Centene is a diversified, national organization offering competitive benefits including a fresh perspective on workplace flexibility.
Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Sponsorship and future sponsorship are not available for this opportunity, including employment-based visa types H-1B, L-1, O-1, H-1B1, F-1, J-1, OPT, or CPT.
Position Purpose: The Senior Pharmacy Resolution Specialist will act as a subject matter expert and handles more complex pharmacy issues and respond to escalated calls from members, provider/physician's offices and pharmacies. This role will make outbound calls and enters pharmacy overrides into systems based on approved guidelines and approvals provided from clinical pharmacists.
Takes member/prescriber/pharmacist inquiry calls for benefit questions including prior authorization requests
Offers options including submission of a prior authorization request
Thoroughly researches issues and takes appropriate action to resolve them using the appropriate reference material within turnaround time requirements and quality standards
Answers and conducts inbound and outbound calls with members and provider offices to provide resolution to claims (i.e.: additional information requests and medication determination updates)
Thoroughly researches issues and takes appropriate action to resolve them within turnaround time requirements and quality standards
Assists team members often guiding them to the appropriate resolution of more complex and difficult inquiries
Participates in the training of less experienced staff, including opportunity for job shadowing
Acts as a liaison between internal departments on data gathering and problem solving while investigating problems of an unusual nature in the area of responsibility
Presents proposed solutions in a clear and concise manner
Assists with audit preparation as needed
Assists with miscellaneous special project work as assigned
Performs other duties as assigned
Complies with all policies and standards
Education/Experience: High School Diploma/GED. 2 years of experience with
call center/customer service. Experience in healthcare environment (pharmacy operations, managed care, pharmacy hospitals and or pharmacy retail settings)
License/Certification: Pharmacy technician certification preferred
Pay Range: $19.43 - $32.98 per hour
Centene offers a comprehensive benefits package including: competitive pay, health insurance, 401K and stock purchase plans, tuition reimbursement, paid time off plus holidays, and a flexible approach to work with remote, hybrid, field or office work schedules. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law, including full-time or part-time status. Total compensation may also include additional forms of incentives. Benefits may be subject to program eligibility.
Centene is an equal opportunity employer that is committed to diversity, and values the ways in which we are different. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristic protected by applicable law.
Qualified applicants with arrest or conviction records will be considered in accordance with the LA County Ordinance and the California Fair Chance Act
$19.4-33 hourly Auto-Apply 4d ago
Licensed Customer Service Representative - Remote Central Time Zone
Liberty Mutual 4.5
Remote
Are you a licensed insurance professional looking to join a Fortune 100 Company?
We are currently hiring exclusively for our Gold Customer Service licensed class starting March 23, 2026. Candidates must hold a valid Property & Casualty License or a Personal Lines License to qualify for this role.
This Posting is for candidates who reside in Central Time Zones.
If you reside in the Eastern time zone, please apply to 2026-74092. For Mountain/Pacific time zones please apply to 2026-74149.
If you hold a valid Property & Casualty or Personal Lines License, we invite you to join a team that truly puts people first, valuing your growth, development, and well-being every step of the way. Guided by our Common Purpose, we deliver exceptional customer experiences through integrity, expertise, care, and simplicity. As a member of the Gold Service program, you'll play a key role in supporting Safeco's leadership in the independent agency channel by providing expert, around-the-clock assistance to agents. Your contributions will not only enhance customer satisfaction but also empower agents to grow their businesses, creating a meaningful impact every day. Join a company that prioritizes your personal and professional growth and recognizes the value you bring to the team.
Our customer service team provides 24/7 support, requiring flexibility to work various shifts including weekends and holidays. We offer paid, mandatory training lasting approximately 12 weeks, held Monday through Friday from 10:00 AM to 6:30 PM EST, where attendance and performance are closely monitored to ensure your success.
The following states and territories are excluded from eligibility: Alaska, California, Hawaii, Illinois, Maryland, New York, and Washington, D.C.
Responsibilities:
Assists customers in their time of need by building rapport and efficiently handling inbound calls in a fast-paced call center environment, addressing questions related to renewals, coverage, eligibility, billing, and policy changes.
Delivers expertise by assessing customer and agent needs to drive satisfaction, business growth, and retention.
Provides guidance and recommendations to help customers protect what matters most, utilizing upselling and cross-selling techniques to educate on insurance products and services.
Upholds customercare standards by meeting individual goals for call quality, handling time, lead transfer ratio, adherence, first-call resolution, and reliability.
Accurately maintains and tracks data across various computer systems.
Qualifications
Property & Casualty License or a Personal Lines License.
Associate degree in a business-related field or equivalent experience required.
A minimum of 6 months' related work experience is required with customer service experience preferred.
Must have the ability to review, record, and organize written data from a variety of sources with no pre-established format.
Must have excellent oral, written, and interpersonal communication skills and the capacity to multitask in a structured work environment.
Must have the ability to handle confidential and proprietary information.
Proficiency with computers is mandatory.
Knowledge and ability to use Microsoft Office tools is necessary.
Must have a clear understanding of the organization`s policies, standards, and procedures to guide customer interactions.
Our Gold team is vital in providing #peaceofmind to our customers and agents, and we're excited to have you join us in working together to achieve our shared goals.
About Us
Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.
At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.
We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: ***********************
Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
Fair Chance Notices
California
Los Angeles Incorporated
Los Angeles Unincorporated
Philadelphia
San Francisco
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$30k-36k yearly est. Auto-Apply 1d ago
Remote Licensed Customer Service Representative
Liberty Mutual 4.5
Remote
Join Our Team as a Remote Experienced and Licensed Customer Service Representative!
Within our Customer Response Center, the Remote Customer Service Representative provides timely, accurate and responsive information and service to policyholders and agents for a division of Personal Lines products, plans and programs. Independently solve problems relating to policies within scope and escalate others as appropriate. Identifies, analyzes, and owns customer policy needs to ensure high customer satisfaction, growth and retention of business.
Training: Paid training is Monday - Friday, 9:00am - 5:30pm EST (full time). Training is a critical component to your success, and that success starts with reliable attendance. Attendance and active engagement during training is mandatory for success in this role.
Shift: After onboarding and training is complete, go-forward shifts will have a start time between 11:30 am - 1:30 pm EST with a weekend rotation. One weekend day (Saturday or Sunday) will be required with an alternate day off mid-week when working the weekend.
Work Location: All equipment is provided. However, to work from home you must have dependable, wired internet connectivity with an upload speed of at least 5Mbps and a download speed of at least 25Mbps along with a quiet, secure, distraction free place to work. This position is fully remote.
License: Active P&C Producers insurance license REQUIRED.
Responsibilities:
Provides exceptional customer service by responding promptly to all inbound customer calls regarding personal lines policies, limited by line.
Builds rapport with each customer.
Listen to customers' requests and inquiries.
Works to retain policyholders who inquire about canceling auto policies through open listening, negotiating, and policy review of customer issues.
Uses de-escalation tactics and when necessary, escalates to appropriate team.
Processes policyholder transactions accurately and within Customer Response Center established time standards.
Interprets policy contracts to insured based on expert knowledge of personal lines auto products.
Identifies, understands and interprets customer needs to implement resolutions and makes recommendations for coverage enhancements.
Understands aspects of billing systems as it pertains to policy coverage.
Identifies and communicates transactions and impacts to policy premium.
Evaluates and makes decisions regarding exceptions to payment plan and fees.
Manages and utilizes time effectively to ensure the department meets required service levels for improved customer satisfaction results.
Proficiently utilizes on-line reference materials relating to auto policies to provide confident, accurate, and efficient service.
Develops and maintains product, procedural and technical systems knowledge.
Completes licensing and continuing education requirements.
Utilizes technical systems, effectively and efficiently, including desktop, call center specific phone systems and has required internet connectivity.
Performs additional duties as assigned.
Qualifications
Associates degree or 1+ year Insurance experience preferred.
2 years'+ related Customer Service experience is required.
Ability to review, record and organize written data from a variety of sources with no prescribed format is essential.
Excellent communication and interpersonal skills are required.
P&C Producers insurance license required.
About Us
Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.
At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.
We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: ***********************
Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
Fair Chance Notices
California
Los Angeles Incorporated
Los Angeles Unincorporated
Philadelphia
San Francisco
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$30k-36k yearly est. Auto-Apply 1d ago
Inventory Representative - Accredo
The Cigna Group 4.6
Orlando, FL jobs
As an Inventory Representative you are responsible for processing supplier delivery receipt information in perpetual inventory system. Ensure all paperwork is received and filed properly. Resolve delivery issues between receiving department, purchasing, and suppliers. Assist with assigned recalls.
**What you'll do:**
+ Conduct daily/weekly cycle counts of inventory
+ Maintain an accurate physical count of product in dispensing and overstock locations
+ Reconcile variances to vendor invoices/packing slips; research and troubleshoot quantity discrepancies
+ Organizes and maintains dispensing and overstock for efficient dispensing and material storage and handling
+ Work with warehouse Associates to maintain accurate labeling of items and locations
+ Set up of new items and resources in software as needed
+ Continually update Inventory Descriptions in Dispensing software
+ Assist Operations Managers/Supervisors with all inventory reports
+ Performs related duties as required
**What you need to do the job:**
+ High School Diploma or GED required
+ 2+ years relevant experience
+ Intermediate computer skills including Microsoft office: Word, Outlook, Excel & Access.
+ Intermediate office equipment skills
+ Ability to understand mathematical conversions
+ Working knowledge of inventory control practices
+ Must be detail-oriented and pay close attention to accuracy
+ Ability to effectively establish rapport; present information and respond to questions related to inventory
+ Excellent verbal and written communication skills
+ Ability to quickly resolve problems and develop favorable solutions
If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
**About Evernorth Health Services**
Evernorth Health Services, a division of The Cigna Group, creates pharmacy, care and benefit solutions to improve health and increase vitality. We relentlessly innovate to make the prediction, prevention and treatment of illness and disease more accessible to millions of people. Join us in driving growth and improving lives.
_Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws._
_If you require reasonable accommodation in completing the online application process, please email:_ _*********************_ _for support. Do not email_ _*********************_ _for an update on your application or to provide your resume as you will not receive a response._
_The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State._
_Qualified applicants with criminal histories will be considered for employment in a manner_ _consistent with all federal, state and local ordinances._
$30k-35k yearly est. 42d ago
Resolution Center - Remote Call Center Specialist
Walgreens 4.4
Deerfield, IL jobs
We are seeking a dedicated Resolution Center - Remote Call Center Specialist to join our team. As a key member of our customer service department, you will play a crucial role in resolving customer inquiries and concerns while working remotely. This position offers an exciting opportunity to contribute to our company's commitment to exceptional customer satisfaction.
Handle incoming customer calls, emails, and chat messages with a friendly and empathetic approach
Identify and resolve customer issues efficiently and effectively
Escalate complex problems to appropriate departments when necessary
Maintain accurate records of customer interactions and follow-up actions
Collaborate with team members to share knowledge and best practices
Meet or exceed performance metrics related to call handling time, customer satisfaction, and resolution rates
Stay updated on company policies, products, and services to provide accurate information to customers
Participate in ongoing training and development programs to enhance customer service skills
Qualifications
Excellent verbal and written communication skills with a focus on clarity and empathy
Strong problem-solving abilities and attention to detail
Proficiency in customer service software and CRM systems
Demonstrated ability to multitask and manage time effectively in a fast-paced environment
Self-motivated with the ability to work independently in a remote setting
Previous experience in customer service or call center environment
Experience with remote work preferred
High school diploma or equivalent required; customer service certification a plus
In-depth knowledge of customer service best practices and conflict resolution techniques
Ability to maintain a professional and supportive demeanor in challenging situations
Comfortable with technology and ability to troubleshoot basic technical issues
Additional Information
All your information will be kept confidential according to EEO guidelines.
$27k-30k yearly est. 1d ago
Pharmacy Customer Service Associate
Walgreens 4.4
Garfield Heights, OH jobs
+ Models and delivers a distinctive and delightful customer experience. + Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. + In accordance with state and federal regulations, assists the pharmacist, under direct supervision, in the practice of pharmacy. Responsible for using pharmacy systems to obtain patient and drug information and process prescriptions.
**Customer Experience**
+ Engages customers and patients by greeting them and offering assistance with products and services. Resolves customer issues and answers questions to ensure a positive customer experience.
+ Models and shares customer service best practices with all team members to deliver a distinctive and delightful customer experience, including interpersonal habits (e.g., greeting, eye contact, courtesy, etc.) and Walgreens service traits (e.g., offering help proactively, identifying needs, servicing until satisfied, etc.).
**Operations**
+ Provides customers with courteous, friendly, fast, and efficient service.
+ Recommends items for sale to customer and recommends trade-up and/or companion items.
+ Registers customer purchases on assigned cash register, collects cash and distributes change as requested; processes voids, returns, rain checks, refunds, and exchanges as needed. Takes customer to OTC aisle when possible to assist in locating products.
+ Keeps counters and shelves clean and well merchandised, takes inventory, and maintains records. Checks in and prices merchandise as required or as directed by store manager or communicated by the shift leader.
+ Performs duties as assigned by Pharmacy Manager, Staff Pharmacist and Store Manager including utilizing pharmacy systems to enter patient and drug information, ensuring information is entered correctly, filling prescriptions by retrieving, counting and pouring pharmaceutical drugs, verifying medicine is correct, and checking for possible interactions. Assists pharmacists in scheduling and maintaining work flow.
+ Reports, immediately, prescription errors to pharmacist on duty and adheres to Company policies and procedures in relation to pharmacy errors and the Quality Improvement Program. Reviews and complies with the Walgreen Co. Pharmacy Code of Conduct.
+ Strictly adheres to the Walgreen Co. policy regarding Good Faith Dispensing during all applicable prescription dispensing activities.
+ Handles telephone calls that do not require personal attention of the pharmacist, including those to physicians.
+ Processes (corrects and resubmits) manual claims for third party program prescription services in a timely and efficient manner, and performs other clerical duties, as assigned by the Pharmacy Manager.
+ Assists and supports Pharmacy Department on inventory management activities, such as, ordering, unpacking, checking and storing shipment of pharmaceuticals. Maintains knowledge of Company asset protection techniques, and files claims for warehouse overages (merchandise received, but not billed), shortages (merchandise billed, but not received), order errors or damaged goods involving Rx drugs.
+ Ensures compliance with state and local laws regarding regulated products (e.g., alcoholic beverages and tobacco products).
+ Constructs and maintains displays, including promotional, seasonal, super structures, and sale merchandise. Completes resets and revisions as directed.
+ Assists with separation of food items (e.g., raw foods from pre-cooked) and product placement as specified by policies/procedures (e.g., raw and frozen meats on bottom shelves). For consumable items, assists in stock rotation, using the first in, first out method and restock outs.
+ Has working knowledge of store systems and store equipment.
+ Provides customer service in the photo area, including digital passport photo service, poster print and creative machine, suggestive sell of promotional photo products.
+ Assumes web pick-up responsibilities (monitors orders in Picture Care Plus, fills orders (pick items), delivers orders to customers as they arrive at store).
+ Assists with exterior and interior maintenance by ensuring clean, neat, orderly store condition and appearance.
+ Complies with all company policies and procedures; maintains respectful relationships with coworkers.
+ Completes special assignments and other tasks as assigned.
**Training & Personal Development**
+ Earns and maintains PTCB certification through the designated PTCB training program and/or state required certification/registration.
+ Attends training and completes PPLs requested by Manager or assigned by corporate and acquires continuing education credits. Maintains knowledge and skill in healthcare and pharmacy, including latest news and developments.
**Job ID:** 1747179BR
**Title:** Pharmacy Customer Service Associate
**Company Indicator:** Walgreens
**Employment Type:** Part-time
**Job Function:** Retail
**Full Store Address:** 12777 ROCKSIDE RD,GARFIELD HEIGHTS,OH,44125
**Full District Office Address:** 12777 ROCKSIDE RD,GARFIELD HEIGHTS,OH,44125-04526-04684-S
**External Basic Qualifications:**
+ Must be fluent in reading, writing, and speaking English. (Except in Puerto Rico)
+ Requires willingness to work flexible schedule, including evenings and weekend hours.
**Preferred Qualifications:**
+ Prefer six months of experience in a retail environment.
+ Prefer to have prior work experience with Walgreens.
+ Prefer good math skills so they can fill prescriptions accurately, including counting, measuring and weighing medications.
+ Prefer good computer skills.
+ Prefer the knowledge of store inventory control.
+ Prefer PTCB certification.
We will consider employment of qualified applicants with arrest and conviction records.
An Equal Opportunity Employer, including disability/veterans.
The actual compensation that you will be offered will depend on a variety of factors including geography, skills and abilities, education, experience and other relevant factors. This role will remain open until filled. To review benefits, please click here jobs.walgreens.com/benefits . If you are applying on a job board or unable to click on the link, please copy and paste this URL into your browser jobs.walgreens.com/benefits
**Shift:**
**Store:** 04684-GARFIELD HEIGHTS OH
**Pay Type:** Hourly
**Start Rate:** 16
**Max Rate:** 18
$24k-28k yearly est. 3d ago
Client Beneficiary Service - Associate
Morgan Stanley 4.6
Columbus, OH jobs
We're seeking someone to join our team as an Associate in Wealth Management Operations to assist beneficiaries during the inheritance process. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
At Morgan Stanley Columbus, we support the Firm's global Wealth Management, Private Banking, Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on…
What you'll do in the role:
* Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team
* Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
* Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output
* Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution
* Provide dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
* Research and resolve problems with both internal and external clients accurately and in a timely manner
* Proactively communicate with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries. Communicate with beneficiaries the process and work with them to collect required docs to complete case for account transfer/liquidation
* Leverage Morgan Stanley systems and ensure all case interactions are appropriately entered and documented
What you'll bring to the role:
* Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision
* Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests
* Culture carrier across Operations, embracing the Firm's core values
* College degree preferred
* 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
We're seeking someone to join our team as an Associate In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
- Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team
- Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
- Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output
- Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution
What you'll bring to the role:
- Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision
- Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests
- Culture carrier across Operations, embracing the Firm's core values
- At least 2 years' relevant experience would generally be expected to find the skills required for this role
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$54k-74k yearly est. Auto-Apply 2d ago
Client Beneficiary Service - Associate
Morgan Stanley 4.6
Columbus, OH jobs
We're seeking someone to join our team as an Associate in Wealth Management Operations to assist beneficiaries during the inheritance process.
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
At Morgan Stanley Columbus, we support the Firm's global Wealth Management, Private Banking, Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on…
What you'll do in the role:
• Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team
• Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
• Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output
• Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution
• Provide dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
• Research and resolve problems with both internal and external clients accurately and in a timely manner
• Proactively communicate with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries. Communicate with beneficiaries the process and work with them to collect required docs to complete case for account transfer/liquidation
• Leverage Morgan Stanley systems and ensure all case interactions are appropriately entered and documented
What you'll bring to the role:
• Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision
• Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests
• Culture carrier across Operations, embracing the Firm's core values
• College degree preferred
• 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$54k-74k yearly est. Auto-Apply 60d+ ago
Dir, Team Specialist, P3, Client Services & Relationship Mgmt WM : Job Level - Director
Morgan Stanley 4.6
Columbus, OH jobs
We're seeking someone to join our team as a Section Manager in Client Service Center to oversee a team of Service Professionals who provide phone support to clients and internal employees.
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships.
This is a Sr. Associate Professional or a Team Supervisor position at Director level position at the P3 level within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner
relationships.
Columbus At Morgan Stanley Columbus, we support the Firm's global Wealth Management, Private Banking, Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
- Serve as the primary supervisor within specific line or project area with accountability to associated risks
- Manage direct reports, leading 1:1s and career development, attracting and retaining high quality talent in line with our leadership commitments
- Review resources to ensure adequate coverage to deliver BAU commitments, highlighting current and future needs to manager
- Share expert knowledge across the team, contributing to team output and development, building relationships across the Firm
What you'll bring to the role:
- Ability to lead by example, work with drive and determination, adapt management style to suit individuals and ensure team is well supported with a sense of purpose
- Prepared to challenge the status quo, raise concerns and/or needs of their team members
- Ability to pitch communication appropriately according to the audience and demonstrate active listening skills
- Culture carrier across Operations, embracing the Firm's core values and acting as a role model
- Must obtain SIE/ Series 99 license if supervising a covered function
- At least 4 years' relevant experience would generally be expected to find the skills required for this role
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. United States (All States) It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Asia and India Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$58k-78k yearly est. Auto-Apply 14d ago
Estate & Inheritor Service Specialist- Associate
Morgan Stanley 4.6
Columbus, OH jobs
We're seeking someone to join our team as an Estate & Inheritor Services Specialist and will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Morgan Stanley Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers.
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships.
This is an Associate Professional position at the P2 level within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
Columbus At Morgan Stanley Columbus, we support the Firm's global Wealth Management, Private Banking, Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support.
What you'll do in the role:
- Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team
- Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
- Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output
- Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution [Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries. In addition, process & follow up client service requests to ensure completion in a timely manner.
What you'll bring
- Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision
- Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests
- Culture carrier across Operations, embracing the Firm's core values
- Financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
- At least 2 years' relevant experience would generally be expected to find the skills required for this role
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. United States (All States) It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Asia and India Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$60k-83k yearly est. Auto-Apply 45d ago
Senior Registered Client Service Associate
Morgan Stanley 4.6
Cincinnati, OH jobs
Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
* Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
* Executing money movement transactions at the request of the client and/or FA/PWA/team
* Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
* Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team
* Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
* Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
* Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
* Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
* Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
* Assist FAs / PWAs/ teams in delivering against their business plan and client service model
* Remaining current on all policies, procedures, and new platforms
* Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
* Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
* Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
* Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
* Assisting with general in-office support functions such as copying, filing and scanning documentation
* Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
* High School Diploma/Equivalency
* College degree preferred
* Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
* At least 5 years of industry experience required
* Demonstrated strong performance in current role for the prior 2 years, if applicable
Knowledge/Skills
* Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
* Detail orientated with superior organizational skills and ability to prioritize
* Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
* Exceptional writing, interpersonal and client service skills
* Strong time management skills
* Team player with the ability to collaborate with others
* Ability to work in a fast-paced, evolving environment
* Adaptable and ability to multitask
* Goal oriented, self-motivated and results driven
Reports to:
* Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$54k-73k yearly est. Auto-Apply 60d+ ago
Senior Registered Client Service Associate
Morgan Stanley 4.6
Cincinnati, OH jobs
Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA/team
• Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
• Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
• Assist FAs / PWAs/ teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures, and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
• Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
• High School Diploma/Equivalency
• College degree preferred
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• At least 5 years of industry experience required
• Demonstrated strong performance in current role for the prior 2 years, if applicable
Knowledge/Skills
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Detail orientated with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multitask
• Goal oriented, self-motivated and results driven
Reports to:
• Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$54k-73k yearly est. Auto-Apply 60d+ ago
Pharmacy Customer Service Associate
Walgreens 4.4
Maineville, OH jobs
+ Models and delivers a distinctive and delightful customer experience. + Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. + In accordance with state and federal regulations, assists the pharmacist, under direct supervision, in the practice of pharmacy. Responsible for using pharmacy systems to obtain patient and drug information and process prescriptions.
**Customer Experience**
+ Engages customers and patients by greeting them and offering assistance with products and services. Resolves customer issues and answers questions to ensure a positive customer experience.
+ Models and shares customer service best practices with all team members to deliver a distinctive and delightful customer experience, including interpersonal habits (e.g., greeting, eye contact, courtesy, etc.) and Walgreens service traits (e.g., offering help proactively, identifying needs, servicing until satisfied, etc.).
**Operations**
+ Provides customers with courteous, friendly, fast, and efficient service.
+ Recommends items for sale to customer and recommends trade-up and/or companion items.
+ Registers customer purchases on assigned cash register, collects cash and distributes change as requested; processes voids, returns, rain checks, refunds, and exchanges as needed. Takes customer to OTC aisle when possible to assist in locating products.
+ Keeps counters and shelves clean and well merchandised, takes inventory, and maintains records. Checks in and prices merchandise as required or as directed by store manager or communicated by the shift leader.
+ Performs duties as assigned by Pharmacy Manager, Staff Pharmacist and Store Manager including utilizing pharmacy systems to enter patient and drug information, ensuring information is entered correctly, filling prescriptions by retrieving, counting and pouring pharmaceutical drugs, verifying medicine is correct, and checking for possible interactions. Assists pharmacists in scheduling and maintaining work flow.
+ Reports, immediately, prescription errors to pharmacist on duty and adheres to Company policies and procedures in relation to pharmacy errors and the Quality Improvement Program. Reviews and complies with the Walgreen Co. Pharmacy Code of Conduct.
+ Strictly adheres to the Walgreen Co. policy regarding Good Faith Dispensing during all applicable prescription dispensing activities.
+ Handles telephone calls that do not require personal attention of the pharmacist, including those to physicians.
+ Processes (corrects and resubmits) manual claims for third party program prescription services in a timely and efficient manner, and performs other clerical duties, as assigned by the Pharmacy Manager.
+ Assists and supports Pharmacy Department on inventory management activities, such as, ordering, unpacking, checking and storing shipment of pharmaceuticals. Maintains knowledge of Company asset protection techniques, and files claims for warehouse overages (merchandise received, but not billed), shortages (merchandise billed, but not received), order errors or damaged goods involving Rx drugs.
+ Ensures compliance with state and local laws regarding regulated products (e.g., alcoholic beverages and tobacco products).
+ Constructs and maintains displays, including promotional, seasonal, super structures, and sale merchandise. Completes resets and revisions as directed.
+ Assists with separation of food items (e.g., raw foods from pre-cooked) and product placement as specified by policies/procedures (e.g., raw and frozen meats on bottom shelves). For consumable items, assists in stock rotation, using the first in, first out method and restock outs.
+ Has working knowledge of store systems and store equipment.
+ Provides customer service in the photo area, including digital passport photo service, poster print and creative machine, suggestive sell of promotional photo products.
+ Assumes web pick-up responsibilities (monitors orders in Picture Care Plus, fills orders (pick items), delivers orders to customers as they arrive at store).
+ Assists with exterior and interior maintenance by ensuring clean, neat, orderly store condition and appearance.
+ Complies with all company policies and procedures; maintains respectful relationships with coworkers.
+ Completes special assignments and other tasks as assigned.
**Training & Personal Development**
+ Earns and maintains PTCB certification through the designated PTCB training program and/or state required certification/registration.
+ Attends training and completes PPLs requested by Manager or assigned by corporate and acquires continuing education credits. Maintains knowledge and skill in healthcare and pharmacy, including latest news and developments.
**Job ID:** 1746202BR
**Title:** Pharmacy Customer Service Associate
**Company Indicator:** Walgreens
**Employment Type:** Part-time
**Job Function:** Retail
**Full Store Address:** 68 W US HIGHWAY 22 AND 3,MAINEVILLE,OH,45039
**Full District Office Address:** 68 W US HIGHWAY 22 AND 3,MAINEVILLE,OH,45039-09774-01281-S
**External Basic Qualifications:**
+ Must be fluent in reading, writing, and speaking English. (Except in Puerto Rico)
+ Requires willingness to work flexible schedule, including evenings and weekend hours.
**Preferred Qualifications:**
+ Prefer six months of experience in a retail environment.
+ Prefer to have prior work experience with Walgreens.
+ Prefer good math skills so they can fill prescriptions accurately, including counting, measuring and weighing medications.
+ Prefer good computer skills.
+ Prefer the knowledge of store inventory control.
+ Prefer PTCB certification.
We will consider employment of qualified applicants with arrest and conviction records.
An Equal Opportunity Employer, including disability/veterans.
The actual compensation that you will be offered will depend on a variety of factors including geography, skills and abilities, education, experience and other relevant factors. This role will remain open until filled. To review benefits, please click here jobs.walgreens.com/benefits . If you are applying on a job board or unable to click on the link, please copy and paste this URL into your browser jobs.walgreens.com/benefits
**Shift:**
**Store:** 01281-MAINEVILLE OH
**Pay Type:** Hourly
**Start Rate:** 16
**Max Rate:** 18
$23k-27k yearly est. 7d ago
Customer Service Associate
Walgreens 4.4
Youngstown, OH jobs
+ Models and delivers a distinctive and delightful customer experience. + Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. **Customer Experience** + Engages customers and patients by greeting them and offering assistance with products and services. Resolves customer issues and answers questions to ensure a positive customer experience.
+ Models and shares customer service best practices with all team members to deliver a distinctive and delightful customer experience, including interpersonal habits (e.g., greeting, eye contact, courtesy, etc.) and Walgreens service traits (e.g., offering help proactively, identifying needs, servicing until satisfied, etc.).
**Operations**
+ Provides customers with courteous, friendly, fast, and efficient service.
+ Recommends items for sale to customer and recommends trade-up and/or companion items.
+ Registers customer purchases on assigned cash register, collects cash and distributes change as requested; processes voids, returns, rain checks, refunds, and exchanges as needed.
+ Keeps counters and shelves clean and well merchandised, takes inventory, and maintains records. Checks in and prices merchandise as required or as directed by store manager or communicated by the shift leader.
+ Implements Company asset protection procedures to identify and minimize profit loss.
+ Ensures compliance with state and local laws regarding regulated products (e.g., alcoholic beverages and tobacco products).
+ Constructs and maintains displays, including promotional, seasonal, super structures, and sale merchandise. Completes resets and revisions as directed.
+ Assists with separation of food items (e.g., raw foods from pre-cooked) and product placement as specified by policies/procedures (e.g., raw and frozen meats on bottom shelves). For consumable items, assists in stock rotation, using the first in, first out method and restock outs.
+ Has working knowledge of store systems and store equipment.
+ Provides customer service in the photo area, including digital passport photo service, poster print and creative machine, suggestive sell of promotional photo products.
+ Assumes web pick-up responsibilities (monitors orders in Picture Care Plus, fills orders (pick items), delivers orders to customers as they arrive at store).
+ Assists with exterior and interior maintenance by ensuring clean, neat, orderly store condition and appearance.
+ Complies with all company policies and procedures; maintains respectful relationships with coworkers.
+ Completes special assignments and other tasks as assigned.
**Training & Personal Development**
+ Attends training and completes PPLs requested by Manager or assigned by corporate.
**Job ID:** 1736102BR
**Title:** Customer Service Associate
**Company Indicator:** Walgreens
**Employment Type:** Part-time
**Job Function:** Retail
**Full Store Address:** 3800 TIPPECANOE RD,YOUNGSTOWN,OH,44511
**Full District Office Address:** 3800 TIPPECANOE RD,YOUNGSTOWN,OH,44511-03310-09903-S
**External Basic Qualifications:**
+ Must be fluent in reading, writing, and speaking English. (Except in Puerto Rico)
+ Requires willingness to work flexible schedule, including evenings and weekend hours
**Preferred Qualifications:**
+ Prefer six months of experience in a retail environment.
+ Prefer to have prior work experience with Walgreens.
+ Prefer to be fluent in reading, writing, and speaking English. (Except in Puerto Rico)
+ Requires willingness to work flexible schedule, including evenings and weekend hours.
We will consider employment of qualified applicants with arrest and conviction records.
An Equal Opportunity Employer, including disability/veterans.
The actual compensation that you will be offered will depend on a variety of factors including geography, skills and abilities, education, experience and other relevant factors. This role will remain open until filled. To review benefits, please click here jobs.walgreens.com/benefits . If you are applying on a job board or unable to click on the link, please copy and paste this URL into your browser jobs.walgreens.com/benefits
**Shift:**
**Store:** 09903-YOUNGSTOWN OH
**Pay Type:** Hourly
**Start Rate:** 15
**Max Rate:** 17.5