Customer Service Representative jobs at UnitedHealth Group

- 206 jobs

Bilingual (English/Tagalog) Broker Agent Service Specialist - Hybrid in Multiple Locations
Unitedhealth Group 4.6
Customer service representative job at UnitedHealth Group
**$1,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS** At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts on the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start **Caring. Connecting. Growing together.** Positions in this function provide support for our year-round Language Strategy by supporting consumers with specific Language needs through end-to-end call handling or acting as an interpreter based on license status. The Team also supports our Group Retiree Consumers in a Sales Support capacity to provide education to Retiree's who are offered custom plan benefits. This position is full - time (40 hours / week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of (7:00am to 10:00pm CST). It may be necessary, given the business need, to work occasional/mandatory overtime that could include a Saturday. This is a Hybrid role - working a combination of onsite and at home. 3-4 days are required in office per week. **Work Locations:** + Phoenix, AZ: 430 North Scottsdale Road, Tempe, AZ 85288 + Minnetonka, MN: 9800 HEALTH CARE LANE, MINNETONKA, 55343 + Miami, FL: 1000 NW 57th Court, Miami, FL, 33126 + De Pere, WI: 2020 Innovation Court, De Pere, WI + Colorado Springs, CO: 9945 Federal Drive, Colorado Springs, CO + Englewood, CO: 169 Inverness Drive, Englewood, CO + Maryland Heights, MO: 13655 Riverport, Maryland Heights, MO + Roanoke, VA: 3645 Thirlane Road NW, Roanoke, VA + Dublin, OH: 5900 Parkwood Place, Dublin, OH If you are located within a commutable distance to any of the above locations, you will enjoy the flexibility of a hybrid-remote position* as you take on some tough challenges. **Primary Responsibilities:** + Primary support for consumers and members needing in-language support + Support inbound call volume with potential for occasional outbound for consumers and members + Provide education during Q3 and Q4 for Group Retiree inbound call volume + Uptrained to support Group Retiree prospective member chats through LivePerson technology. This includes completing enrollment applications through LivePerson as applicable. This is an uptraining after 1 year in the role and based on license status + Flexible and ability to adapt to special projects/campaigns to support year-round business needs. + Use knowledge of Medicare product portfolio to accurately assess the distinct needs of different prospects, explain the differences between various products and assist the prospective member in selecting a product that best meets their unique needs + Accurately and thoroughly complete and submit required documentation, consistent with Medicare requirements and guidelines + Meet and maintain requirements for agent licensure, appointments, and annual product certification You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in. **Required Qualifications:** + High School Diploma/GED (or higher) OR 6+ months of customer service/sales experience + Health insurance license in state of residence OR ability to obtain within 6 months of starting employment + Intermediate level of proficiency with computer and Windows PC applications, including the ability to learn new and complex computer systems and apply for phone and off-phone activity + Ability to read, write, and speak fluently in English and our target language: Tagalog + Flexibility to work assigned shift within the hours of operation (Monday - Friday 7am - 10pm CST) **Soft Skills:** + Ability to type and talk at the same time and navigate through multiple screens + Ability to follow outlined process and business expectations + Ability to multi-task in a fast-paced environment + Comfortable navigating between multiple computer systems running concurrently to search and share information with the consumer + Flexible to workflow changes and alter course when appropriate + Open to coaching and development + Ability to successfully field inbound and outbound calling campaigns + Consumer centric mindset **Telecommuting Requirements:** + Reside within Minnetonka, MN, Miami, FL, OR Phoenix, AZ + Required to have a dedicated work area established that is separated from other living areas and provides information privacy + Ability to keep all company sensitive documents secure (if applicable) + Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service *All Telecommuters will be required to adhere to UnitedHealth Group's Telecommuter Policy. ****PLEASE NOTE** The sign-on bonus is only available to external candidates. Candidates who are currently working for UnitedHealth Group, UnitedHealthcare or a related entity in a full time, part time or per diem basis ("Internal Candidates") are not eligible to receive a sign on bonus.** 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 hourly pay for this role will range from $20.00 to $35.72 per hour based on full-time employment. We comply with all minimum wage laws as applicable. _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._ \#RPO #YELLOW
$20-35.7 hourly 3d ago
Patient Service Representative II - Remote (MA Residents Only)
Unitedhealth Group 4.6
Customer service representative job at UnitedHealth Group
**Explore opportunities with Atrius Health,** part of the Optum family of businesses. We're an innovative health care leader and multi-specialty group practice, delivering an effective, connected system of care for adult and pediatric patients at 28 practice locations in eastern Massachusetts. Our entire team of providers (physicians, PA/NPs and ancillary clinicians) works collaboratively with a value-based philosophy within our group practice as well as with hospitals, rehab and nursing facilities. Be part of our vision to transform care and improve lives by building trust, understanding and shared decision-making with every patient. Join us and discover the meaning behind **Caring. Connecting. Growing together.** Under direct supervision, this role ensures superior patient access and support. Responsibilities include managing patient inquiries, scheduling appointments, and assisting with care coordination. As a Level II representative, you'll handle complex issues, mentor junior staff, and deliver exceptional customer service to strengthen patient-clinician relationships. Solid problem-solving skills and clear verbal/written communication are essential. **Primary Responsibilities:** + Serve as a resource and mentor for Patient Service Representative I staff; handle complex inquiries and escalated issues + Screen and manage patient inquiries across phone, online, and medical record systems; resolve or route appropriately + Deliver exceptional customer service with solid communication and problem-solving skills + Support patient satisfaction, compliance, and operational efficiency; advocate for patients when needed + Optimize appointment scheduling and clinic utilization; assist with data collection and reporting + De-escalate patient concerns and collaborate with clinical teams for resolution 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 Qualification:** + High School diploma or equivalency certificate + Must live within a commutable distance. **Preferred Qualifications:** + 3+ years in a clinical or customer service setting + Experience in scheduling software and electronic medical records systems (Epic or equivalent) + Solid technical proficiency in Microsoft 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 hourly pay for this role will range from $17.74 to $31.63 per hour based on full-time employment. We comply with all minimum wage laws as applicable. _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._ _OptumCare 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._ _OptumCare is a drug-free workplace. Candidates are required to pass a drug test before beginning employment._
$17.7-31.6 hourly 5d ago
Sales Representative, Inbound Remote
Liberty Mutual 4.5
Columbus, OH jobs
Now Hiring: Future Remote Inside Sales Representatives! Apply Today - Classes Start January 2026! Are you ready to launch a rewarding career in insurance sales? We're inviting motivated, people-focused individuals to apply in advance for our Inside Sales Representative training opportunities beginning in January 2026. Key Dates * Licensed Class Begins: January 12, 2026 * Unlicensed Class Begins: January 26, 2026 Why Liberty Mutual? Pay Details: * Starting base salary is $45K with opportunity for growth. * Average earnings range from $55K-$75K through a combination of base salary and generous commission. * Top Performing Agents in their second year and onward, can earn up to $85k+. Our Sales Representative, Inbound Remote position is available for candidates based in the state of Pennsylvania, Virginia, Michigan, Maryland, New Hampshire, Ohio & Kentucky. Applicants must reside within these specified locations to be considered for this role. Positivity. Flexibility. Determination and a persuasive personality. Qualities like these cannot be taught. But they can be sharpened, strengthened, and appropriately compensated when you join Liberty Mutual Insurance as a part of our Contact Center Sales Organization. Bring your unique sales talent to our Fortune 100 company and receive paid-training, licensing in all 50 states, and a dynamic role that directs only warm leads your way (no cold calls) - because we believe in supporting your success, not holding it back. Join our sales team and realize the rewards of a career with unlimited earning potential, generous commissions, and a portfolio of benefits that start on day one. Job Details As an Inside Sales Agent you will be handling inbound calls and warm leads, consulting with customers on their insurance needs and match the correct coverages, products, and benefits to convert sales leads into policyholders. You'd be a great fit if you are: A Passionate Seller: When a lead comes in, you skillfully pick up the phone and use your sales expertise to turn prospects into happy, confident Liberty Mutual policyholders. A Front Lines Liaison: You rise to the role of representing the Liberty brand, you believe in what you're selling, and you enjoy connecting customers to the right products for their individual needs. A Reliable Teammate: Whether you work at the office or from home, you adapt well to different environments, schedules, and the varying needs of our policyholders. A Customer-Centric Closer: While sales is in your title, integrity is in your nature. That means you sincerely care that our customers get exactly the quality products and services they need to embrace today and confidently pursue tomorrow. Position Details: From day one you will begin paid training in a remote work environment. All insurance representatives need to hold a Property & Casualty Insurance license. If you do not have one, no worries, paid training also includes licensing! * Training extends over a period of 16 weeks for licensed hires and 18 weeks for unlicensed hires. * Comprehensive medical benefits from Day 1. * No cold calls, all incoming warm leads. * Opportunities for rewards and recognition. * Must be available to work a schedule of 4 weekdays and 1 weekend day with a mid-morning start time. Example 11am-8pm (CST). This schedule can be expected for a minimum of 12 months before consideration for another shift. * All computer equipment is provided. You must be able to maintain department. Work at home (W@H) requirements which include a professional workspace/room with a dedicated desk and wired (cable, fiber of DSL service) high-speed internet connection with a minimum 100 MBps download speed and 20 MBps upload speed. Liberty Mutual does not support satellite and mobile internet service. Qualifications * 2-3 years sales experience preferred. 2 years of sales/service-related work experience required. * Strong, engaging interpersonal and persuasion skills needed to close sales. * Ability to communicate well to both prospects and customers. * Excellent analytical, decision-making and organizational skills. * Strong typing capabilities and PC proficiency. * Property and Casualty License required after hire. 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
$55k-75k yearly Auto-Apply 33d ago
Sales Representative, Inbound Remote
Liberty Mutual 4.5
Cleveland, OH jobs
Now Hiring: Future Remote Inside Sales Representatives! Apply Today - Classes Start January 2026! Are you ready to launch a rewarding career in insurance sales? We're inviting motivated, people-focused individuals to apply in advance for our Inside Sales Representative training opportunities beginning in January 2026. Key Dates * Licensed Class Begins: January 12, 2026 * Unlicensed Class Begins: January 26, 2026 Why Liberty Mutual? Pay Details: * Starting base salary is $45K with opportunity for growth. * Average earnings range from $55K-$75K through a combination of base salary and generous commission. * Top Performing Agents in their second year and onward, can earn up to $85k+. Our Sales Representative, Inbound Remote position is available for candidates based in the state of Pennsylvania, Virginia, Michigan, Maryland, New Hampshire, Ohio & Kentucky. Applicants must reside within these specified locations to be considered for this role. Positivity. Flexibility. Determination and a persuasive personality. Qualities like these cannot be taught. But they can be sharpened, strengthened, and appropriately compensated when you join Liberty Mutual Insurance as a part of our Contact Center Sales Organization. Bring your unique sales talent to our Fortune 100 company and receive paid-training, licensing in all 50 states, and a dynamic role that directs only warm leads your way (no cold calls) - because we believe in supporting your success, not holding it back. Join our sales team and realize the rewards of a career with unlimited earning potential, generous commissions, and a portfolio of benefits that start on day one. Job Details As an Inside Sales Agent you will be handling inbound calls and warm leads, consulting with customers on their insurance needs and match the correct coverages, products, and benefits to convert sales leads into policyholders. You'd be a great fit if you are: A Passionate Seller: When a lead comes in, you skillfully pick up the phone and use your sales expertise to turn prospects into happy, confident Liberty Mutual policyholders. A Front Lines Liaison: You rise to the role of representing the Liberty brand, you believe in what you're selling, and you enjoy connecting customers to the right products for their individual needs. A Reliable Teammate: Whether you work at the office or from home, you adapt well to different environments, schedules, and the varying needs of our policyholders. A Customer-Centric Closer: While sales is in your title, integrity is in your nature. That means you sincerely care that our customers get exactly the quality products and services they need to embrace today and confidently pursue tomorrow. Position Details: From day one you will begin paid training in a remote work environment. All insurance representatives need to hold a Property & Casualty Insurance license. If you do not have one, no worries, paid training also includes licensing! * Training extends over a period of 16 weeks for licensed hires and 18 weeks for unlicensed hires. * Comprehensive medical benefits from Day 1. * No cold calls, all incoming warm leads. * Opportunities for rewards and recognition. * Must be available to work a schedule of 4 weekdays and 1 weekend day with a mid-morning start time. Example 11am-8pm (CST). This schedule can be expected for a minimum of 12 months before consideration for another shift. * All computer equipment is provided. You must be able to maintain department. Work at home (W@H) requirements which include a professional workspace/room with a dedicated desk and wired (cable, fiber of DSL service) high-speed internet connection with a minimum 100 MBps download speed and 20 MBps upload speed. Liberty Mutual does not support satellite and mobile internet service. Qualifications * 2-3 years sales experience preferred. 2 years of sales/service-related work experience required. * Strong, engaging interpersonal and persuasion skills needed to close sales. * Ability to communicate well to both prospects and customers. * Excellent analytical, decision-making and organizational skills. * Strong typing capabilities and PC proficiency. * Property and Casualty License required after hire. 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
$55k-75k yearly Auto-Apply 33d ago
Sales Representative, Inbound Remote
Liberty Mutual 4.5
Toledo, OH jobs
Now Hiring: Future Remote Inside Sales Representatives! Apply Today - Classes Start January 2026! Are you ready to launch a rewarding career in insurance sales? We're inviting motivated, people-focused individuals to apply in advance for our Inside Sales Representative training opportunities beginning in January 2026. Key Dates * Licensed Class Begins: January 12, 2026 * Unlicensed Class Begins: January 26, 2026 Why Liberty Mutual? Pay Details: * Starting base salary is $45K with opportunity for growth. * Average earnings range from $55K-$75K through a combination of base salary and generous commission. * Top Performing Agents in their second year and onward, can earn up to $85k+. Our Sales Representative, Inbound Remote position is available for candidates based in the state of Pennsylvania, Virginia, Michigan, Maryland, New Hampshire, Ohio & Kentucky. Applicants must reside within these specified locations to be considered for this role. Positivity. Flexibility. Determination and a persuasive personality. Qualities like these cannot be taught. But they can be sharpened, strengthened, and appropriately compensated when you join Liberty Mutual Insurance as a part of our Contact Center Sales Organization. Bring your unique sales talent to our Fortune 100 company and receive paid-training, licensing in all 50 states, and a dynamic role that directs only warm leads your way (no cold calls) - because we believe in supporting your success, not holding it back. Join our sales team and realize the rewards of a career with unlimited earning potential, generous commissions, and a portfolio of benefits that start on day one. Job Details As an Inside Sales Agent you will be handling inbound calls and warm leads, consulting with customers on their insurance needs and match the correct coverages, products, and benefits to convert sales leads into policyholders. You'd be a great fit if you are: A Passionate Seller: When a lead comes in, you skillfully pick up the phone and use your sales expertise to turn prospects into happy, confident Liberty Mutual policyholders. A Front Lines Liaison: You rise to the role of representing the Liberty brand, you believe in what you're selling, and you enjoy connecting customers to the right products for their individual needs. A Reliable Teammate: Whether you work at the office or from home, you adapt well to different environments, schedules, and the varying needs of our policyholders. A Customer-Centric Closer: While sales is in your title, integrity is in your nature. That means you sincerely care that our customers get exactly the quality products and services they need to embrace today and confidently pursue tomorrow. Position Details: From day one you will begin paid training in a remote work environment. All insurance representatives need to hold a Property & Casualty Insurance license. If you do not have one, no worries, paid training also includes licensing! * Training extends over a period of 16 weeks for licensed hires and 18 weeks for unlicensed hires. * Comprehensive medical benefits from Day 1. * No cold calls, all incoming warm leads. * Opportunities for rewards and recognition. * Must be available to work a schedule of 4 weekdays and 1 weekend day with a mid-morning start time. Example 11am-8pm (CST). This schedule can be expected for a minimum of 12 months before consideration for another shift. * All computer equipment is provided. You must be able to maintain department. Work at home (W@H) requirements which include a professional workspace/room with a dedicated desk and wired (cable, fiber of DSL service) high-speed internet connection with a minimum 100 MBps download speed and 20 MBps upload speed. Liberty Mutual does not support satellite and mobile internet service. Qualifications * 2-3 years sales experience preferred. 2 years of sales/service-related work experience required. * Strong, engaging interpersonal and persuasion skills needed to close sales. * Ability to communicate well to both prospects and customers. * Excellent analytical, decision-making and organizational skills. * Strong typing capabilities and PC proficiency. * Property and Casualty License required after hire. 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
$55k-75k yearly Auto-Apply 33d ago
Sales Representative, Inbound Remote
Liberty Mutual 4.5
Cincinnati, OH jobs
Now Hiring: Future Remote Inside Sales Representatives! Apply Today - Classes Start January 2026! Are you ready to launch a rewarding career in insurance sales? We're inviting motivated, people-focused individuals to apply in advance for our Inside Sales Representative training opportunities beginning in January 2026. Key Dates * Licensed Class Begins: January 12, 2026 * Unlicensed Class Begins: January 26, 2026 Why Liberty Mutual? Pay Details: * Starting base salary is $45K with opportunity for growth. * Average earnings range from $55K-$75K through a combination of base salary and generous commission. * Top Performing Agents in their second year and onward, can earn up to $85k+. Our Sales Representative, Inbound Remote position is available for candidates based in the state of Pennsylvania, Virginia, Michigan, Maryland, New Hampshire, Ohio & Kentucky. Applicants must reside within these specified locations to be considered for this role. Positivity. Flexibility. Determination and a persuasive personality. Qualities like these cannot be taught. But they can be sharpened, strengthened, and appropriately compensated when you join Liberty Mutual Insurance as a part of our Contact Center Sales Organization. Bring your unique sales talent to our Fortune 100 company and receive paid-training, licensing in all 50 states, and a dynamic role that directs only warm leads your way (no cold calls) - because we believe in supporting your success, not holding it back. Join our sales team and realize the rewards of a career with unlimited earning potential, generous commissions, and a portfolio of benefits that start on day one. Job Details As an Inside Sales Agent you will be handling inbound calls and warm leads, consulting with customers on their insurance needs and match the correct coverages, products, and benefits to convert sales leads into policyholders. You'd be a great fit if you are: A Passionate Seller: When a lead comes in, you skillfully pick up the phone and use your sales expertise to turn prospects into happy, confident Liberty Mutual policyholders. A Front Lines Liaison: You rise to the role of representing the Liberty brand, you believe in what you're selling, and you enjoy connecting customers to the right products for their individual needs. A Reliable Teammate: Whether you work at the office or from home, you adapt well to different environments, schedules, and the varying needs of our policyholders. A Customer-Centric Closer: While sales is in your title, integrity is in your nature. That means you sincerely care that our customers get exactly the quality products and services they need to embrace today and confidently pursue tomorrow. Position Details: From day one you will begin paid training in a remote work environment. All insurance representatives need to hold a Property & Casualty Insurance license. If you do not have one, no worries, paid training also includes licensing! * Training extends over a period of 16 weeks for licensed hires and 18 weeks for unlicensed hires. * Comprehensive medical benefits from Day 1. * No cold calls, all incoming warm leads. * Opportunities for rewards and recognition. * Must be available to work a schedule of 4 weekdays and 1 weekend day with a mid-morning start time. Example 11am-8pm (CST). This schedule can be expected for a minimum of 12 months before consideration for another shift. * All computer equipment is provided. You must be able to maintain department. Work at home (W@H) requirements which include a professional workspace/room with a dedicated desk and wired (cable, fiber of DSL service) high-speed internet connection with a minimum 100 MBps download speed and 20 MBps upload speed. Liberty Mutual does not support satellite and mobile internet service. Qualifications * 2-3 years sales experience preferred. 2 years of sales/service-related work experience required. * Strong, engaging interpersonal and persuasion skills needed to close sales. * Ability to communicate well to both prospects and customers. * Excellent analytical, decision-making and organizational skills. * Strong typing capabilities and PC proficiency. * Property and Casualty License required after hire. 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
$55k-75k yearly Auto-Apply 33d 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. 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: $19.04 - $32.35 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
$19-32.4 hourly Auto-Apply 6d ago
Remote Licensed Customer Service Representative
Liberty Mutual 4.5
Plano, TX jobs
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 8:00 am and 10:00 am 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. It is preferred that applicants reside within a 50-mile radius of Chandler AZ, Plano TX, Lake Mary FL, Suwanee GA, and Indianapolis Indiana, but not required. 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. * Listens 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
$31k-35k yearly est. Auto-Apply 9d ago
Remote Licensed Customer Service Representative
Liberty Mutual 4.5
Indianapolis, IN jobs
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 8:00 am and 10:00 am 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. It is preferred that applicants reside within a 50-mile radius of Chandler AZ, Plano TX, Lake Mary FL, Suwanee GA, and Indianapolis Indiana, but not required. 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. * Listens 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
$31k-35k yearly est. Auto-Apply 9d ago
Licensed Customer Service Representative - Remote
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 January 26,2026. Candidates must hold a valid Property & Casualty License or a Personal Lines License to qualify for this role. 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. This is a remote position; however, candidates applying for this posting should reside within the Eastern Time zone. 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 customer care 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 We can recommend jobs specifically for you! Click here to get started.
$30k-36k yearly est. Auto-Apply 5d ago
Bilingual Licensed Customer Service Representative - Remote
Liberty Mutual 4.5
Remote
Are you bilingual in Spanish and English with an insurance license looking to join a Fortune 100 Company? We are currently hiring exclusively for our Gold Customer Service licensed class starting January 26,2026. Candidates must hold a valid Property & Casualty License or a Personal Lines License to qualify for this role. 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 customer care 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
$30k-36k yearly est. Auto-Apply 9d ago
Licensed Customer Service Representative - Remote
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 January 26,2026. Candidates must hold a valid Property & Casualty License or a Personal Lines License to qualify for this role. 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. This is a remote position; however, candidates applying for this posting should reside within the Eastern Time zone. 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 customer care 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
$30k-36k yearly est. Auto-Apply 9d ago
Accounting - 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. Start your journey with us The Corporate Accounts Receivable department is currently seeking customer service representatives to provide courteous, professional, and technical phone support for customers. Hourly: 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: * answering incoming calls to provide customers with assistance in making payments * use incident and problem management system to document, track, update, and close case activities * provide customers with technical assistance and guidance to prevent recurring problems with their online accounts and online bill pay * perform basic hardware and software troubleshooting to resolve or escalate incident * provide management with status reports * making outbound calls to follow up with customers or incidents * resolving customer issues promptly, efficiently, and in the first call when possible * maintaining accurate and professionally written records of customer interactions and transactions * meeting performance targets such as call handling time, customer satisfaction, and calls per day * follow and support internal and external audit compliance * work with Commercial Lines, Personal Lines and Life Insurance billing * advise basic account information and payment status to callers * direct calls to the appropriate department when assistance is needed * improve and develop technical support skills through outside education * collaborating with team members to ensure a seamless customer experience * perform other administrative functions within the team to accomplish team goals * work the following schedule: * training schedule of 7:30am -4:15pm EST for 6-8 weeks * after training concludes, shift hours would be 10:15am - 7:00pm EST * Saturday rotation within once every 4-6 weeks with hours being 7:30am-noon EST Be equipped with: * prior call center customer service experience, 2-4 years preferred * prior help desk experience preferred * customer service experience preferred * attitude for excellence in customer service * the ability to analyze and solve problems * excellent written and verbal communication skills * proficient in Windows operating systems * aptitude for technology and working knowledge of PCs and networks * proficient knowledge of Microsoft Office products such as Word, Excel and Outlook You've earned: * a high school diploma or equivalent 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 39d ago
Patient Service Center Rep II - Remote
Tenet Healthcare Corporation 4.5
Frisco, TX jobs
The Patient Service Center Representative II is responsible for creating a positive patient experience by accurately and efficiently handling the day-to-day operations relating to both Financial Clearance and Scheduling of a patient. This includes adherence to department policies and procedures related to verification of eligibility/benefits, pre-authorization requirements, available payment options, financial counseling and other identified financial clearance related duties in addition to full scheduling duties. Upon occasion, the PSC REP II may be only assigned to complex pre-registration. The PSC REP II is expected to develop a thorough understanding of assigned function(s). ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Others may be assigned. Completes both scheduling functions and registration functions with the patient for an upcoming visit during one call: * Scheduling: Responsible for timely scheduling, provide callers with important information related to their appointment (i.e. Prep information for test, directions, order management etc.) * Financial Clearance: up to and including verifying patient demographic, insurance information and securing payment of patients financial liability/performing collection efforts * If assigned to Order Management: verifies order is complete and matches scheduled procedure. Includes indexing and exporting physicians orders to correct account number. If assigned to complex Pre-Reg: * Collect and verify required patient demographic and financial data elements, including determining a patient's financial responsibility and securing pre-payment for future services/performing collection efforts * Create a complete pre-registration account for an upcoming inpatient/surgical admission * Completes all pre-certification requirements by obtaining authorization from insurer and/or healthcare facility * Other duties as assigned based on departmental needs KNOWLEDGE, SKILLS, ABILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Ability to work in a production driven call-center environment * Familiarity with working with dual computer monitors (may be required to use dual monitors) * Must have basic typing ability * Must have working knowledge of Windows based computer environment * Ability to multitask in multiple systems (financial clearance and scheduling) simultaneously * Extensive multitasking ability * Strong written and verbal communication skills Conifer requires its candidates, as applicable and as permitted by law, to obtain and provide confirmation of all required vaccinations and screenings prior to the start of employment. This may include, but is not limited to, the COVID-19 vaccination, influenza vaccination, and/or any future required vaccines and screenings. EDUCATION / EXPERIENCE Include minimum education, technical training, and/or experience preferred to perform the job. * Required: High school diploma or GED * Preferred: Two plus years of college (two years in a professional, customer service-driven environment may substitute for two years of college), completion of related medical certification program * Preferred: Telephone/call center experience * Preferred: Pre-registration and/or scheduling experience * Preferred: 2-3 years of customer service experience PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Must be able to work in sitting position, use computer and answer telephone * Ability to travel WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Office Work Environment * Hospital Work Environment TRAVEL * Approximately 0% travel may be required As a part of the Tenet and Catholic Health Initiatives family, Conifer Health brings 30 years of healthcare industry expertise to clients in more than 135 local regions nationwide. We help our clients strengthen their financial and clinical performance, serve their communities, and succeed at the business of healthcare. Conifer Health helps organizations transition from volume to value-based care, enhance the consumer and patient healthcare experience and improve quality, cost and access to healthcare. Are you ready to be part of our solutions? Welcome to the company that gives you the resources and incentives to redefine healthcare services, with a competitive benefits package and leadership to take your career to the next step! Compensation and Benefit Information Compensation * Pay: $15.80 - $23.70 per hour. Compensation depends on location, qualifications, and experience. * Position may be eligible for a signing bonus for qualified new hires, subject to employment status. * Conifer observed holidays receive time and a half. Benefits Conifer offers the following benefits, subject to employment status: * Medical, dental, vision, disability, and life insurance * Paid time off (vacation & sick leave) - min of 12 days per year, accrue at a rate of approximately 1.84 hours per 40 hours worked. * 401k with up to 6% employer match * 10 paid holidays per year * Health savings accounts, healthcare & dependent flexible spending accounts * Employee Assistance program, Employee discount program * Voluntary benefits include pet insurance, legal insurance, accident and critical illness insurance, long term care, elder & childcare, AD&D, auto & home insurance. * For Colorado employees, Conifer offers paid leave in accordance with Colorado's Healthy Families and Workplaces Act. Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Tenet will make reasonable accommodations for qualified individuals with disabilities unless doing so would result in an undue hardship. Tenet participates in the E-Verify program. Follow the link below for additional information. E-Verify: ***************************** The employment practices of Tenet Healthcare and its companies comply with all applicable laws and regulations. **********
$15.8-23.7 hourly 11d ago
Client Services Senior Representative - Remote
Tenet Healthcare Corporation 4.5
Frisco, TX jobs
Responsible for responding and completing a detailed analysis of complicated client inquiries regarding account level questions, process or procedure inquiries. On inquiries that are considered escalation, partner with all influencing parties to remediate and be accountable for closing the loop by analyzing for root cause or drivers. This may be initiated and accomplished through written and oral communication with the client or its customer (payer, patient, attorney, and so on) with the use of email or by phone. They will be required to understand the Conifer organization and Client needs as a foundation for delivering resolutions and service. ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Others may be assigned. * Responsible for responding to complicated inquiries, working with all levels of management in other cross functional departments to ensure inquiries are research/resolved. Interpret breakdowns and trend for actionable insights. This may require communications by phone or written and includes utilization of client system, payer websites, and standard Conifer PFS operating systems. * Written 75% * Oral 20% * Analyze all escalations by providing a detailed analysis of drivers and root causes. The would require investigating and reporting in a mechanism where data can be analyzed on a monthly basis * Analyze trending reports weekly for management by providing data related to issues/root causes and probable solutions with supporting elements. KNOWLEDGE, SKILLS, ABILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Independent, logical thinker with proven ability to perform detailed analysis and make recommendations. * Ability to mediate with internal partners for resolution of complex issues * Ability to exercise sound judgment in assessing risk of failures and escalate issues to management * Ability to be resourceful but know when to engage others for support, escalate for help or ask clarifying questions. * Above average communication skills - Strong interpersonal, verbal and written communication skills, excellent listening skills, and organizational skills * Above average troubleshooting skills, with ability to research and articulate complex process breakdown issues with trends * Ability to handle high productivity standards, at exceptional quality. Requires ability to work at a rapid pace while maintaining accuracy. * Proficient understanding of Hospital Revenue Cycle Services * Proficient data entry and typing skills * Must be a team player - Always willing to help in whatever way possible and go the extra mile to get the job done. * Intermediate Microsoft Office (Word, Excel) Conifer requires its candidates, as applicable and as permitted by law, to obtain and provide confirmation of all required vaccinations and screenings prior to the start of employment. This may include, but is not limited to, the COVID-19 vaccination, influenza vaccination, and/or any future required vaccines and screenings. EDUCATION / EXPERIENCE Include minimum education, technical training, and/or experience preferred to perform the job. * Bachelor's Degree, preferably in Business or Health Care, or equivalent experience preferred * Extensive or minimum 3 year experience as a client relations specialist/representative or similar position preferably in the healthcare industry. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Ability to sit at a computer terminal for extended periods of time * Ability to work extended hours when required. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Call Center environment with headset and multiple workstations within close proximity As a part of the Tenet and Catholic Health Initiatives family, Conifer Health brings 30 years of healthcare industry expertise to clients in more than 135 local regions nationwide. We help our clients strengthen their financial and clinical performance, serve their communities and succeed at the business of healthcare. Conifer Health helps organizations transition from volume to value-based care, enhance the consumer and patient healthcare experience and improve quality, cost and access to healthcare. Are you ready to be part of our solutions? Welcome to the company that gives you the resources and incentives to redefine healthcare services, with a competitive benefits package and leadership to take your career to the next step! Compensation and Benefit Information Compensation * Pay: $17.20 - $25.70 per hour. Compensation depends on location, qualifications, and experience. * Position may be eligible for a signing bonus for qualified new hires, subject to employment status. * Conifer observed holidays receive time and a half. Benefits Conifer offers the following benefits, subject to employment status: * Medical, dental, vision, disability, and life insurance * Paid time off (vacation & sick leave) - min of 12 days per year, accrue at a rate of approximately 1.84 hours per 40 hours worked. * 401k with up to 6% employer match * 10 paid holidays per year * Health savings accounts, healthcare & dependent flexible spending accounts * Employee Assistance program, Employee discount program * Voluntary benefits include pet insurance, legal insurance, accident and critical illness insurance, long term care, elder & childcare, AD&D, auto & home insurance. * For Colorado employees, Conifer offers paid leave in accordance with Colorado's Healthy Families and Workplaces Act. Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Tenet will make reasonable accommodations for qualified individuals with disabilities unless doing so would result in an undue hardship. Tenet participates in the E-Verify program. Follow the link below for additional information. E-Verify: ***************************** The employment practices of Tenet Healthcare and its companies comply with all applicable laws and regulations. **********
$17.2-25.7 hourly 25d 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. 7h 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. 60d+ 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
Registered Client Service Associate
Morgan Stanley 4.6
Cincinnati, OH jobs
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 aa 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) * Two or more years of industry experience preferred 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 22d ago