Customer Care Advocate

Title: Customer Care Advocate

Location: United States

Job Description:

Pie’s mission is to empower small businesses to thrive by making commercial insurance affordable and as easy as pie. We leverage technology to transform how small businesses buy and experience commercial insurance.

Like our small business customers, we are a diverse team of builders, dreamers, and entrepreneurs who are driven by core values and operating principles that guide every decision we make.

The Customer Care Advocate is a key role for the Pie Claims team. In this role you will be responsible for handling intake and inquiry telephone calls for both our Workers’ Compensation and Commercial Auto lines of business. The Customer Care Advocate will be the first point of contact for our customers, resolve customer issues and concerns, and deliver industry leading customer service.

How You’ll Do It

• Provide responsive, timely, and relevant service to customers and claimant
• Handles intake and inquiry calls effectively with customers and cross-functional partners to provide excellent customer service.
• Maintains SLA’s set by Claims Operations team in a consistent and efficient manner.
• Works as a team member to handle: First Notice of Loss calls for Workers’ Compensation and Commercial Auto lines of business, customer questions, claim documentation and follow-up communication. In addition, may assist the Shared Services team with claims clerical work on an ad hoc basis.
• Maintain a high level of performance measured by traditional and contemporary call center performance indicators and behaviors.
• Model the behaviors and strategies necessary to successfully interact with and resolve issues for internal and external customers
• Applies Workers’ Compensation and Commercial Auto training and knowledge to intake and inquiry questions, handling concerns and working through production tasks.
• Build relationships with partners and internal teams to provide consistent, excellent communication with customers.
• Seek resolutions to issues while also anticipating ways in which to prevent future issues.
• Voices the customer’s needs and advocates for the customer and their perspective.
• Participate in ongoing training and on-boarding for personal growth and team collaboration
• Support the on-boarding and training of Pie’s newest hires and teams, including process training, feedback and assisting in building out resource and training material.

The Right Stuff

• A high school diploma or GED is required
• Some post secondary education, such as college coursework/certification/training is preferred.
• 1+ years experience in Customer Service or a Call Center is required.
• 1+ years of experience in Workers’ Comp and Comm Auto is preferred.
• Experience working with some of the following systems: G-Suite Tools, Salesforce, and Slack is desired
• Advanced customer service skills to deliver the best experience for all customers, both internal and external.
• Skillfully manage multiple systems, platforms, and tasks.
• Self-organized and able to ensure that things are taken care of for our policyholders and for Pie.
• Ability to collaborate and work well in a team environment.
• Adept in calmly defusing difficult situations.
• Ability to take a frustrated and unhappy policyholder or partner interaction and situation and turn it into one of mutual understanding, satisfaction, and even loyalty building.
• Proficient communication skills to build strong and lasting relationships.

Base Compensation Range

$19.25 – $23 USD

Compensation & Benefits 

• Competitive cash compensation
• A piece of the pie (in the form of equity)
• Comprehensive health plans
• Generous PTO
• Future focused 401k match
• Generous parental and caregiver leave
• Our core values are more than just a poster on the wall; they’re tangibly reflected in our work

Our goal is to make all aspects of working with us as easy as pie. That includes our offer process. When we’ve identified a talented individual who we’d like to be a Pie-oneer , we work hard to present an equitable and fair offer. We look at the candidate’s knowledge, skills, and experience, along with their compensation expectations and align that with our company equity processes to determine our offer ranges.

Each year Pie reviews company performance and may grant discretionary bonuses to eligible team members.

Location Information 

Unless otherwise specified, this role has the option to be hybrid or remote. Hybrid work locations provide team members with the flexibility of working partially from our Denver office and from home. Remote team members must live and work in the United States* (*territories excluded), and have access to reliable, high-speed internet.

Additional Information

Pie Insurance is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship, or other protected characteristic.

Pie Insurance participates in the E-Verify program. Please click here, here and here for more information.

Pie Insurance is committed to protecting your personal data. Please review our Privacy Policy.

Pie Insurance Announces $315 Million Series D Round of Funding

Built In honors Pie in its 2024 Best Places to Work Awards

Pie Insurance Named a Leading Place to Work in Colorado

#LI-REMOTE

#BI-REMOTE 

Customer Service Support Representative – Chinese Speaking, DentaQuest

U.S. Employees (Remote)

Full time

job requisition id

JR00103923

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll work with dynamic colleagues – experts in their fields – who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you’ll have new and exciting opportunities to make life brighter for our Clients – who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all.

Location: We support US flexible working arrangements in the contiguous 48 states.

At Sun Life, we look for optimistic people who want to make life brighter for ourClients.We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work.Every day,you’ll be empowered and challengedbyworking withdynamic colleaguesto find new and innovative ways to make Sun Life the best benefits company in America.

The opportunity:
The Customer Service Representative interacts with customers to provide and process information in response to general inquiries, concerns, and requests about products and services. The CSR must project a professional company image and provide excellent customer service by corresponding with customers via any of customer contact channels.

LOOKING FOR CHINESE SPEAKING CANDIDATES

How you will contribute:

• Responds to customer inquiries in a courteous and professional manner.
• Researches assistance requested and consistently provides accurate information to resolve internal and external member and provider inquiries via verbal and written communications through all channels including phone, email, web portal, and chat interactions.
• Thoroughly and completely document all customer interactions.
• Educates customers and dental professionals on eligibility, benefits, claims payment, and authorizations.
• Provides direction on the usage and benefits of self-service tools.
• Assist members on gaining access to care by locating a network dentist or assignment to a primary care dentist.
• Appropriately routes inquiries to the necessary departments or individuals when resolution of the inquiry is beyond the span of control of this role.
• Meets or exceeds individual, department, and client specific goals.
• Contributes to the success of the organization by suggesting ways to improve the service delivery processes.

What you will bring with you:

• High School Diploma or Equivalent.
• 2 years of experience in a high-volume customer service environment.
• Proven professional verbal and written communication skills.
• Ability to efficiently operate a computer and knowledge of Microsoft Office applications.
• Strong organizational skills and attention to detail.
• Ability to work alone and with a team.
• Ability to learn quickly and adapt to a fast-paced production environment.
• Cooperative, professional and effective interaction skills with co-workers, company staff and visitors.
• Critical thinking and problem-solving skills.
• Ability to tolerate repetitive work without compromising accuracy and service levels.
• Required to attend additional training as requested/deemed necessary.

Do you see yourself in this role even if you haven’t checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you.

Not ready to apply yet but want to stay in touch? Join our talent community (https://pages.beamery.com/sunlifecareers/page/join-us-canada) to stay connected until the time is right for you!

Life is brighter when you work at Sun Life

• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
• Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
• A flexible work environment with a friendly, caring, collaborative and inclusive culture
• Great Place to Work® Certified in Canada and the U.S.
• Named as a “Top 10” employer by the Boston Globe’s “Top Places to Work” two years running

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

If you are a California resident, the salary range for this position is:

• Southern region: $41,100 – 58,380 annually
• Northern region: $43,900 – 62,380 annually

If you are a Colorado or Nevada resident, the salary range for this position is $37,200 – 52,800 annually.
If you are a Connecticut or Maryland resident, the salary range for this position is $39,000 – 44,550 annually
If you are Washington or Rhode Island resident, the salary range for this position is $41,100 – 58,380 annually
If you are a New York resident, the salary range for this position is $43,900 – 62,380 annually
We consider various factors in determining actual pay including your skills, qualifications, and experience. In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.
Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more.
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email recruitingUS@sunlife.com to request an accommodation.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

Job Category:

Call Centre

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran 

Customer Care Representative, Part-Time

Job Details

Remote Type

Fully Remote

Salary Range

$20.00 – $20.00 Hourly

Description

Customer Care Representative, Part-Time

If you’re looking for an enjoyable place to work that values your ideas, encourages your growth, rewards you for your excellence, and prioritizes work-life harmony, join us!

Who We Are

Our founder, Louise Hay, had one wish – to help people improve the quality of their life. Her desire underscores everything we do for our customers, our authors, and our employees. As the largest publisher of personal development books, events & courses we offer a diverse range of products and resources that empower, educate, and inspire. We know that the words we publish can have a deep, lasting impact on peoples lives and we’re dedicated to using our talents to support positive change in the world by helping all people grow in mind, body, and spirit. We love what we do, and we hope you will too.

Position Summary

Our Customer Care department is looking for a part-time skilled technical support individual to join our team! The ideal candidate brings a positive attitude, thrives on challenges, is solution-driven, and is experienced in providing direct-to-consumer and technical support.

Responsibilities and Expertise

• Provide dynamic customer support through diverse channels including email, live chat, and phones
• Serve as a Zendesk automation power-user, proficient in designing and implementing automated solutions to enhance efficiency, responsiveness, and overall effectiveness in customer support operations.
• Adapt to the evolving landscape of customer interactions, going beyond routine processes to address complex issues
• Demonstrate flexibility and adaptability by engaging in dynamic tasks and collaborating across departments to resolve issues efficiently.
• Utilize various tools and features, including AI assistants and external applications, to enhance both agent and customer experiences in an omnichannel environment.
• Embrace the challenge of becoming a product specialist for various product lines, acquiring technical expertise, and handling escalated situations with empathy and precision.
• Maintain satisfaction levels while providing exceptional service to a large volume of calls, emails, and live chats.
• Keep accurate records of all customer interactions and transactions by recording details.
• Manage sensitive payment processing information with utmost discretion, ensuring the accurate and secure processing of orders, refunds, exchanges, and cancellations in compliance with stringent security protocols
• Troubleshoot and resolve technical issues.
• Communicate and report user feedback to department management, actively contributing to the enhancement of the overall customer experience.
• Follow and maintain company standards, policies, and procedures during all customer interactions.
• Showcase a dedication to ongoing learning and growth, challenging and surpassing outdated stereotypes linked to traditional customer service roles.
• Achieve and surpass individual as well as team objectives in both sales and service performance.
• Follows and occasionally creates/edits Standard Operating Procedures including, but not limited to, Web Security, GDPR and CCPA related processes, inventory and fulfillment processes, payments processes, etc.
• Performs a variety of administrative duties in support of own projects and customer care/web/marketing teams.
• Supports any additional requests for new projects and evolves with the digital marketplace.

Skills, Knowledge & Abilities

• Zendesk proficiency, with working knowledge of workflow configuration, trigger setup, and macro creation for streamlined customer support.
• Accomplished customer service professional, skilled in handling diverse inquiries with a proven record of excellence.
• Tech-savvy and adaptable with a positive, friendly demeanor
• Strong verbal and written communication
• Maintains composure in high-pressure situations
• Self-motivated team player, excelling in independent or collaborative settings.
• Exceptional listening skills, providing swift and effective solutions to customer needs.
• Advanced troubleshooting skills, approaching challenges with a persistent, solutions-oriented mindset.
• Efficient multitasker, prioritizing responsibilities for timely issue resolution.
• Committed to problem-solving excellence and critical thinking in addressing complex challenges.
• Proficient in managing high chat and email volumes with efficiency and quality.
• Detail-oriented with expertise in processing orders, refunds, exchanges, and cancellations accurately.
• Team-focused achiever, fostering positive collaboration and contributing to shared goals.
• Skilled in browser-based phone systems, ticketing, and live chat platforms for seamless communication.
• Comfortable working in the mind-body-spirit genre

Education and/or Experience

• High school diploma
• 2+ years of prior work experience with online web customer support via voice software, email ticketing system, live chat, and other CRM systems
• 1+ years of experience in technical support and troubleshooting.
• Prior experience working remotely
• Prior experience in Zendesk Talk, Live Chat, and Support Ticketing system
• Prior experience in Digital Media Support (troubleshooting online courses, memberships/subscriptions, media sales, video streaming, and audio downloads)

The tentative work schedule for this part-time position is Monday through Friday, from 9:00 AM to 2:00 PM Pacific Standard Time.

Why Should You Apply?

• Remote
• Meaningful Work
• Flexible Work Week
• Great Benefits

Benefits

• Up to 3 weeks per year of Paid Time Off (PTO)
• Eligible for up to 9 paid holidays, a floating holiday, and 4 Winter Break days.
• 401(k) with up to 6% company match after 1 year.

Embracing Diversity & EEO

Hay House is committed to having a diverse workforce that embodies and reflects the diversity of our global community. As part of this commitment to equitable opportunity and inclusion, we strongly encourage applications from all individuals inclusive of all genders, ethnicities, abilities, sexual orientations, ages, socio-economic backgrounds, religions, and beliefs.

Additional Information

Hay House participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here: https://www.e-verify.gov/employees 

Customer Service Specialist

Fully Remote • OH

Job Type

Part-time

Description

Headquartered in Seattle, Direct Interactions runs contact centers across the country with a team of American representatives. Our commitment to social responsibility is reflected in our business practices, as we offer work-from-home opportunities to a diverse range of individuals, including those with disabilities, veterans, and military spouses. Direct Interactions collaborates with organizations to enhance public service by implementing innovative strategies and nurturing teams of empathetic individuals who leverage their personal experiences to guide others through complex challenges, resulting in tangible improvements in outcomes.

At Direct Interactions, our team is comprised of some of the most compassionate and skilled contact center professionals in the nation. By joining us, you will have the opportunity to positively impact the lives of individuals in need, knowing that your efforts have made a meaningful difference. Whether you have ample experience in contact centers or are just beginning your journey in this field, we are eager to get to know you better! Our focus is on the well-being of both our clients and our team members, recognizing that work is a significant part of life. Become a part of the DI family, where you can strike a balance between work and personal life. Collaborating with various organizations and states, we deliver top-notch service to customers. Our flexible scheduling ensures that you can maintain a healthy work-life equilibrium while contributing to our mission.

What’s Next?

To be considered, you must first be invited to go through our job tryout phase assessments (this correspondence will come via email if selected). Please ensure that you regularly check all your email inboxes to avoid missing any important correspondence or deadlines for response.

Requirements

• Ohio residence preferred
• Must be a self-starter
• Must demonstrate a passion for providing outstanding service
• Must maintain composure across a variety of customer and peer interactions
• Experience working in a team environment (IE cooperating with co-workers, joint problem solving etc.)
• Routinely demonstrates listening skills and is attentive to the needs of those you will be assisting
• Excellent verbal communication skills including correct grammar and pronunciation along with tone and pitch
• Ability to remain calm under pressure in a fast-paced contact center environment
• Ability to remain calm while taking back-to-back calls
• Ability to show empathy for those that may be frustrated or anxious
• Ability to pay attention to detail and multitask while navigating through multiple programs and information
• Ability to use a computer quickly and accurately
• Must possess the ability to remain poised in high stress situations
• Must be willing to conquer goals and challenges
• Must type at least 30 WPM
• Ability to be flexible and handle changes efficiently
• Must be proficient in Excel, Word and Outlook Office products

Additional Requirements

• Must pass a criminal background check paid for by us (Direct Interactions)
• Legally able to work in the United States
• Must be a current resident living in the United States
• Must have at least a high school diploma or equivalent

Job Details (what you will be doing)

• Process, navigate and research unemployment insurance claims
• Answer incoming calls via computer software and assist customers with complex issues regrading their specific situation
• Research information in databases to resolve complex customer issues
• Maintain composure in escalated situations
• Operate accurately and efficiently in a fast-paced environment
• Handle multiple responsibilities at one time

Training

• Training is done virtually and will consist of virtual instructor led and self-paced learning
• You must first attend a mandatory orientation session
• Orientation, training & nesting spans across 9 days and is all paid
• 100% attendance is required in all phases of the on-boarding process (orientation, training & nesting are mandatory

Orientation/Training Schedule

Orientation

Date and Time: Tuesday November 19, 2024 12pm EST (1 hour session)

Training Dates week 1

Day 1: Wednesday November 20, 2024 Time: 10am EST -5pm EST

Day 2: Thursday November 21, 2024 Time: 10am EST -5pm EST

Day 3: Friday November 22, 2024 Time: 10am EST -5pm EST

Day 4: Monday November 25, 2024 Time: 10am EST -5pm EST

Day 5: Tuesday November 26, 2024 Time: 10am EST -5pm EST

Training Dates week 2

Day 6: Wednesday November 27, 2024 Time: 8am -5pm EST

Day 7: Friday November 29, 2024 Time: 8am -5pm EST

Day 8: Monday December 2, 2024 Time: 8am -5pm EST

(More information about the times of the 2nd week of training will be discussed in class)

*we are letting you know beforehand what a training schedule may look like

Shifts

• Agents must be available to work at least 20 hours per week within the hours of operation noted below

Hours of operation for the client

Monday- Friday 8:00 am to 5:00 pm EST

• At least 20 hours per week are required (you select when you can work with the exception of Monday)
• This role is considered part time with the opportunity for full time, based on business needs

**8 HOURS WORKED ARE REQUIRED EVERY MONDAY NO EXCEPTIONS**

if a holiday falls on a Monday, the 8 hours become mandatory on the following Tuesday

Pay Rate

• $15.00 per hour plus benefits and performances bonuses
• This is a W2 (employee) position
• We are paid biweekly via direct deposit
• All mandatory events are paid (orientation, training & nesting)

Employee Benefits

• Accrued paid time Off (PTO)
• Sick time
• Health and Medical/Dental insurance plans are available after 60 days worked

Technical Requirements

• Desktop or laptop; Apple/Mac, Tablets or Smart devices, Windows Mini PCs, Chromebook, and Android systems are NOT compatible
• Operating system – Windows 10 or higher
• Your computer must have at least 8GB of RAM installed and a Processor speed of 2.00GHz or higher
• US based Internet service provider (ISP)
• High-speed Internet via hard wired ethernet connection, no Wi-Fi, satellite or cellular hotspot or cellular internet
• USB wired headset with noise-canceling microphone
• A smart phone that is less than 3 years old that you are able to install our required software on for multifactor authentication (used for our programs authentication process and not for work)
• Must have an operational web cam
• A second monitor is not required, but strongly recommended

*If you are selected, your offer is contingent upon successfully completing and passing a background check and a technical assessment of your PC performed by our IT team.

Currently, Apple computers or tablets (Mac laptop, iPads or desktops), Windows Mini PCs/streaming laptops, Chromebook, and Android systems are NOT compatible with any of our client’s software.

*There are NEVER any fees associated with applying or working for Direct Interactions.

THIS OPPORTUNITY IS NOT AVAILABLE IN CALIFORNIA, WASHINGTON, ILLINOIS, CONNECTICUT OR NEW YORK AT THIS TIME

Salary Description

15.00 

Title: Customer Service Operations Supervisor

Location: Remote

Job Description:

Garner’s mission is to transform the healthcare economy, delivering high quality and affordable care for all. By helping employers restructure their healthcare benefit to provide clear incentives and data-driven insights, we direct employees to higher quality and lower cost healthcare providers. The result is that patients get better health outcomes while doctors are rewarded for practicing well, not performing more procedures. We are backed by top-tier venture capital firms, are growing rapidly and looking to expand our team.

The Role

We’re seeking an experienced, full-time Customer Service Supervisor to lead a team of Associates and Senior Associates within our fast-growing, member-focused Concierge team. The role is focused on delivering a best-in-class member experience by digitally engaging to help members find the right healthcare for their needs. This role reports to the Vice President of Concierge.

Concierge serves as the voice of Garner, so you should be passionate about customer service and helping people solve their problems, and translating that to larger-scale preventive solutions. In this role, you will become an expert on Garner’s product, standards, and the needs of our members. You will lead a team of Associates who serve as the first line of support for members. In your role as Supervisor, you will manage your team to better quality outcomes, ensure we hit our operating metrics, serve as an escalation point for complex member issues, and identify trends that inform continuous improvement.

To ensure we have coverage for Garner users, the Customer Service Supervisor will be on call during business hours as needed. Current service operates weekdays during East Coast business hours, though that may change in the future as needs dictate. Garner is headquartered in NYC, but this position is remote.

Responsibilities will include:

• Delivering exceptional service to our members on the most complex tickets via phone, chat, and email, offering education and guidance to help them understand their benefit and find the right provider
• Overseeing the overall performance of Concierge Associates’ quality and efficiency and ensuring all key performance metrics are being met
• Championing high quality member interactions by reviewing work regularly and providing thoughtful, strategic coaching that empowers team members to grow
• Cultivating growth with personalized performance plans and mentorship for direct reports, fueling each team member’s professional journey
• Ensuring we are properly staffed and responding to members in a timely manner according to our staffing plans
• Distilling gaps in complex or escalated member interactions and synthesizing them in a clear manner to internal stakeholders
• Staying and keeping your team close to workflow and policy changes in a rapidly changing work environment to ensure members are receiving accurate responses
• Identifying trends in team performance and translating that to actionable feedback recommendations
• Maintaining detail-oriented working knowledge of employer health benefits and insurance
• Being a subject matter expert in member-facing issues

Ideal candidate has:

• Minimum of 3 years relevant experience with increasing levels of responsibility in a customer support or operations role
• A passion for helping people solve their problems, with an ability to think creatively and empathetically while staying calm under pressure
• A desire to work in a rapidly evolving startup environment
• A high level of process-orientation, digital organization, and resourcefulness
• Managing a team and driving excellent results
• Strong time management and organizational skills
• A willingness to “roll up your sleeves” and do whatever is necessary to ensure company success
• Experience working in a rapidly evolving startup environment
• A desire to be a part of our mission to improve the U.S. healthcare system

What we look for at Garner:

• Mission First: Our mission is to transform our healthcare system, delivering high quality and affordable care to all. Everything else is secondary.
• Expect Extraordinary: Our mission is audacious, so we will only succeed by producing exceptional results. We continually push ourselves and each other to new heights and beyond our comfort zones.
• Courageous Communication: Transparency and candor are imperative to realizing our potential as an organization and as individuals—even when uncomfortable. Many companies talk about these values. We live them.
• Supportive community: We know that people do their best work and learn the most when they feel genuinely supported and cared for. It’s also more fun that way.

The target salary range for this position is: $80,000 – $90,000. Individual compensation for this role will depend on a variety of factors including qualifications, skills and applicable laws. In addition to base compensation this role is eligible to participate in our equity incentive and competitive benefits plans.

Garner Health is proud to be an Equal Employment Opportunity employer and values diversity in the workplace. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics.

Garner Health is committed to providing accommodations for qualified individuals with disabilities in our recruiting process. If you need assistance or an accommodation due to a disability, you may contact us at talent@getgarner.com.

Beware of job scam fraudsters! Our recruiters use getgarner.com email addresses exclusively. We do not post open roles on Indeed, conduct interviews via text, instant message, or Teams and we do not ask candidates to download software, purchase equipment through us, or to provide sensitive information such as bank account or social security numbers. If you have been contacted by someone claiming to be a Garner recruiter or hiring manager from a different domain about a job offer, please report it as potential job fraud to law enforcement here and to candidateprotection@getgarner.com 

Title: Senior Customer Marketing Manager

Location: United States

Job Description:

The next chapter of our growth story needs YOU!

At Go1, we’ve grown from humble beginnings into the world’s largest aggregator of educational content, but we do it with heart and play as one team. We give organizations and their employees access to the largest curated e-learning library on the planet, empowering millions of people to unlock their positive potential. Endlessly curious, collaborative, and inspired by life-long learning, we may come from different backgrounds, but we share the same vision: to reach a billion learners as we unlock positive potential through a love of learning. Our success is owed to our people. Every win… every idea… every extra mile. They’ve made us who we are. And there’s so much still to do – so much opportunity for you to own. Together, we’re on a path to improving a billion lives and a culture where everyone can thrive.

We’re looking for an experienced Senior Customer Marketing Manager to join our Marketing team and play a crucial role in helping our customers maximize the value of their investment with Go1. This role is ideal for a strategic, creative, and data-driven marketer who thrives in a dynamic environment and is skilled at engaging enterprise customers across multiple channels.

In collaboration with the Customer Experience team, the Senior Customer Marketing Manager will focus on driving engagement, retention, and expansion by building customer-centered marketing initiatives. This role requires a strong understanding of customer lifecycle marketing, with an emphasis on creating impactful, high-value experiences for both admins and learners.

Key Responsibilities

Value Realization & Engagement

• Lifecycle Programs: Develop and implement customer lifecycle communications to guide customers through onboarding, activation, adoption, and renewal, ensuring they realize the full value of Go1. This will be done in partnership with the Customer Experience team.
• Surprise and Delight: Create unique and memorable programs that build customer loyalty and advocacy, enhancing customer satisfaction and long-term retention.

Drive Retention & Expansion

• B2B2C Engagement: Help customers increase engagement with their employees by empowering customers with creative internal promotions and awareness campaigns.
• Campaigns & Webinars: Create and execute multi-channel campaigns and webinars focused on driving value at scale and promoting key themes such as learning culture, user engagement, and platform utilization to reinforce Go1’s value.
• Customer Events: Bring customers together through high-quality in-person events.

Resource Creation for Customer Success Hub

• Customer Resources: Develop resources that support Customer Success (CS) efforts, helping to drive customer self-service, engagement, and satisfaction.
• Content Creation: Collaborate with Customer Success and Product Marketing teams to create guides, tutorials, and content that encourage customers to make the most of Go1’s platform.

Measurement & Success Metrics

• Gross Revenue Retention (GRR): Ensure high levels of retention by delivering value-driven marketing efforts that contribute to a stable customer base.
• Net Revenue Retention (NRR): Drive upsell and expansion opportunities to increase customer lifetime value.
• Engagement Metrics: Track and report on engagement metrics, including ARR and Quarterly Active Learners, to evaluate campaign effectiveness.
• Customer Satisfaction (CSAT): Improve CSAT by delivering relevant, engaging content and programs that enhance the customer experience.

We would like to meet you if you have:

• Experience: 5+ years in customer marketing or a related field within a SaaS, B2B, or tech environment; experience with B2B2C engagement strategies and in-product marketing is a plus.
• Strategic & Data-Driven: Ability to think strategically while also analyzing data to measure the effectiveness of marketing initiatives.
• Campaign & Program Management: Proven experience designing, executing, and optimizing marketing programs across multiple channels (email, live events, webinars).
• Customer-Centric Mindset: Strong focus on understanding customer needs and creating experiences that drive value realization, retention, and engagement.
• Excellent Communication Skills: Strong written and verbal communication skills with an ability to create compelling content for customer resources.
• Collaboration Skills: Able to work effectively with cross-functional teams, including Customer Success, Product, and Sales, to align efforts and drive customer outcomes.
• Located within the Pacific time zone.

At Go1, your base pay is one part of your total compensation package. This role pays between $130,000 and $160,000 and your actual base pay will depend on your skills, qualifications, and experience. This role is also eligible for the employee bonus plan and employee stock options.

Join our team at Go1 and be at the forefront of transforming education through innovative learning solutions. Together, we can change the world. One learner at time.

While technical skills are important, it is just as important for us find people who will positively contribute to our diverse culture. We welcome you to apply, even if you don’t exactly meet the criteria above.

#LI-REMOTE #LI-DH1

Perks and Benefits

What makes Go1 special? Every one of our employees. When we work together, great things happen! When you join the Go1 team, you not only get to work with an outstanding bunch of people, but you’re also supported to continue your own personal growth and development in an inclusive and flexible environment, with benefits including:

• Competitive incentive plan in addition to salary
• Employee Stock Option Plan
• Insurance benefits with generous premium coverage
• Flexible approach to work
• Monthly work from home or transport reimbursement
• One time work from home office set up budget
• Unlimited access to the Go1 Learning Hub, and mentorship program
• Professional development fund
• Volunteer leave to give back to the community
• PTO + Wellbeing days
• Flexible public holidays – take the days off that are important to you, swap out the ones that are not
• Family planning & parental leave, plus support for parents returning to work
• Wellness initiatives and an Employee Assistance Program

We are committed to facilitating a barrier-free recruitment process and work environment. If you require any accommodations, we welcome you to let us know so we can work with you to participate fully in our recruitment experience. 

Title: Executive Assistant to the Head of Technology

Location: United States – Remote

Job Description:

Invisible is the operations innovation company transforming how companies are built and run.

We are a tech-enabled service providing solutions to the world’s most complex business problems. Driven by our proprietary process orchestration platform, we seamlessly integrate advanced AI and automation with a global network of thousands of experts. This powerful combination delivers new capabilities and eliminates barriers to execution for our clients, unlocking unprecedented efficiency, scale, and growth opportunities.

Invisible has experienced exponential growth, quadrupling in size year over year for the past three years. At the beginning of 2024, we surpassed an Annual Recurring Revenue (ARR) of $100 million and continue to grow at speed. Operating as a profitable business, we maintain near complete ownership, with a firm foundation built on creating long-term shareholder value. We are excited to create paths to ownership for our specialist roles, providing opportunities for significant personal, professional, and financial growth.

About The Role

As the Executive Assistant to the Head of Technology, you will play a vital role in supporting the operational efficiency of our technology leadership. You’ll manage the Head of Technology’s day-to-day activities, ensuring they have the bandwidth to focus on strategic initiatives. This position is perfect for a highly organized individual with experience in fast-paced, remote environments.

What You’ll Do

• Efficiently manage the Head of Technology’s schedule, ensuring meetings are prioritized and time is optimized.
• Coordinate and prepare materials for meetings, including setting agendas, taking detailed notes, and following up on action items.
• Act as a liaison between the Head of Technology and both internal teams and external partners, ensuring clear and effective communication.
• Handle complex travel arrangements, including planning detailed itineraries and compiling necessary documents for meetings.
• Organize and maintain important documents, keeping everything accessible and up-to-date.
• Plan and coordinate tech-focused events, conferences, and meetings, both virtually and in person.

What We Need

• Minimum of 5-7 years of experience as an Executive Assistant supporting Technology or Engineering executives in high-growth, remote technology companies.
• Exceptional organizational and time-management skills; ability to handle multiple priorities with minimal supervision.
• Excellent verbal and written communication skills with high emotional intelligence (EQ) to navigate sensitive personalities and complex dynamics.
• Proficiency with productivity and collaboration tools such as Google Workspace, Slack, Notion, and Zoom.
• Ability to thrive in a remote, fast-paced, and constantly changing environment.
• Strong attention to detail and a proactive approach to problem-solving.
• Flexibility to work hours that overlap with the Head of Technology’s schedule, ideally US EST or flexibility to work US EST hours.

What’s In It For You

We believe in recognizing exceptional work with exceptional benefits. That’s why we empower our Specialists to work remotely around the world on a schedule that suits their lifestyle.

Compensation:

• Base Salary Range: $110,000 – 130,000

The amount listed above is the expected annual base salary range for this role, subject to change.

Country Hiring Guidelines:
Invisible hires new team members in countries around the world. All of our roles are remote, however some roles may carry specific location-based eligibility requirements. Our Talent Acquisition team can help answer any questions about location after starting the recruiting process.

Privacy Policy:
All candidates and residents of California may visit our Recruitment Privacy Policy and Notice at Collection here.

Accessibility Statement:
We are committed to providing reasonable accommodations for individuals with disabilities. If you need assistance or accommodation due to a disability, please contact our Talent Acquisition team during the recruitment process at accommodation@invisible.email.

Equal Opportunity Statement:
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status, or any other basis protected by law.

You may view Invisible Pay Transparency Policy, and Equal Employment Opportunity is the Law notice, by clicking on the corresponding links.

Due to a high volume of candidates, Invisible may use automated decision-maker technologies to filter candidates based on response to our application questions and other provided information. Our use of automated decision-making enables us to be efficient by providing a manageable list of possible candidates that meet our mandatory hiring criteria. If you object to our use of automated decision-making please contact us. 

Title: FINRA (6/63 or 7/63) Customer Service Representative – REMOTE Nationwide

Location: Franklin United States

Job Description:

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.

We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.

We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about.

Expertise

• Bachelor’s or Associate Degree preferred
• 2+ years of operations and/or service experience in the financial services industry
• FINRA licensure preferred (SIE, Series 6 & 63)

Your Role

You will serve as the primary point of contact for our clients, their Northwestern Mutual Financial Representatives, and supporting staff members. Your goals will include aligning to quality and productivity metrics specific to your team’s product and service benchmarks. You will become a vital contributor to our positive environment and demonstrate a strong commitment to collaboration and shared success.

Skills & Experience You Bring to Northwestern Mutual:

• Excellent interpersonal and written communication skills.
• Analytical problem solver adept at solving complex problems and exercising judgement.
• Knowledge of insurance, investment or financial markets.
• Aptitude for understanding technology and how software, systems and applications influence the customer experience.

How We Think/Act/Do

• Supporting business needs and challenging the status quo, while maintaining a “client first” mentality.
• Optimizing the customer experience and cultivating brand loyalty through teamwork and relationship building with our clients and field representatives.
• Driving high satisfaction, quality and efficiency as a brand ambassador and primary point of contact for both our client’s and field representatives; helping them resolve issues from start to finish.
• Demonstrating the ability to “think on your feet” in ambiguous situations, while driving innovation through curiosity and an understanding of Northwestern Mutual’s superior product value.
• Proven dependability, bringing energy and excitement to you and your team’s daily routine. Required Certifications: SIE – FINRA, Series 6 – FINRA, Series 63 – FINRA Primary Duties and Responsibilities

#LI-Remote

Compensation Range:

Pay Range – Start:

$20.93

Pay Range – End:

$31.39

Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.

Job Posting End Date:

06/06/2025

The timeline for this job posting may be shortened or extended based on organizational needs

Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now!

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.

Customer Service Representative

Customer/Tech Support

Remote, United States

Description

Position at AOP and Ignite Christian Academy

Great Purpose. Great People. Great Opportunities.

At Imagine Learning we empower potential by creating educational solutions that inspire boundless possibilities for every student, every day. We are passionate about innovating together to support educators in creating those special moments when students experience the joy of learning at its best.

We empower our team through a strong culture focused on career growth and development, flexible work arrangements, interesting and meaningful work, and supportive and connected colleagues. The majority of our employees enjoy the opportunity to work remotely from home within the US, or in a hybrid capacity in our offices in Tempe, AZ (headquarters), Austin, TX, Petaluma, CA, Rock Rapids, IA, Grand Rapids, MI, or Bloomington, MN.

Imagine Your Impact.

The Customer Service Representative provides customer service for AOP Christian Homeschool.

Position Type: This is a regular, part-time position. The selected candidate will begin their role in January 2025.

Compensation: Base pay is anticipated to be between $14.41 and $14.50 per hour. Eligible employees may also receive incentive/commission/annual bonus pay based on individual and/or company performance. Compensation may vary based on factors such as, but not limited to, individual skills, experience, training, education/certifications, geographic location, internal equity, and local market conditions.

Location: In this US-based position your location will be remote from your home office.

Benefits: Eligible employees may receive the following benefits-

• 401k plan with a company match
• Flexible work schedules and work from home opportunities that foster work/life balance
• Employee referral bonuses

Additional benefits available to eligible full-time and partial full-time employees (partial full-time employees receive prorated benefits), include:

• Multiple health, dental, and vision plans, including medical plans with zero employee premiums
• 16 paid holidays, which include 2 floating holidays and a winter shutdown from Christmas Eve through New Year’s Day
• Paid Time Off
• Maternity and Fertility benefits
• Paid bonding leave when a new child joins your family
• Life and short and long-term disability insurance
• Pre-tax savings plans
• Paid volunteer hours and annual giving events
• A wide variety of professional development programs, including tuition reimbursement

Envision Your Experience.

In this role you’ll have the opportunity to:

• Respond positively to customer calls, emails, and other direct contacts in a timely manner.
• Communicate clearly, both written and in speech, to both internal and external customers.
• Resolve all concerns in the best interest of both the customer and the company.
• Determine customer’s needs and expectations to recommend specific products and solutions.
• Use multiple CRM’s at once to assist the customer.
• Other duties as required.

Share Your Expertise.

Experience, education, and qualifications essential for success in this role, include:

• High School Diploma or equivalent and 1-2 years of customer service experience; or an acceptable combination of education and experience.
• Experience with CRM systems is desirable.
• Exceptional verbal and written communication skills.
• Ability to prioritize job responsibilities and manage time effectively.
• Demonstrated ability to resolve difficult customer issues while maintaining professionalism with appropriate tone and manner.
• Detail oriented with ability to multi-task and follow through on all tasks.
• Self-motivated with the ability to work successfully in a team-oriented environment.
• Proficient in Microsoft Office software especially Outlook, Excel and Word.

Our Commitment to Diversity, Equity, Inclusion, and Belonging (DEIB+).

Diversity and inclusivity strengthen our Imagine Learning team, enrich our lives, and help us design equitable educational experiences where learners see themselves and can also learn about people, cultures, experiences, and perspectives different from their own. We strive to hire, develop, and retain talented people who represent the diversity of the districts we serve. By developing initiatives that focus on the needs, expectations, and lives of our people, we’ve created an inclusive environment where all employees can contribute to their fullest potential.

Imagine Learning is an Equal Opportunity Employer committed to a diverse workforce, providing equal employment and advancement opportunities to qualified individuals. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, sex (including pregnancy, childbirth, lactation, or related medical conditions), gender identity or expression, transgender status (including whether or not you are transitioning or have transitioned), sexual orientation, marital status, religion (including religion dress and grooming practices), age 40 and over, physical or mental disability, medical condition, genetic information (including results of genetic testing and characteristics), veteran and/or military status, or service in the military, and any other basis or status protected under applicable federal, state, or local laws.

To all recruitment agencies: Imagine Learning does not accept agency resumes. Please do not submit candidates for consideration via our online application system, to Imagine Learning employees, or to any other organization location. Imagine Learning is not responsible for any fees related to unsolicited resumes.
 

**Type: Full time but we will consider internships.

Location: Remote (NY and CA) or Newark, NJ (hybrid).

We are seeking a rockstar Customer Success Associate to help drive our national expansion.
This is an entry-level position (0-2 years), and you will report to a Customer Success Manager.

Your role will be to serve as a liaison between customers and external partners/teams to coordinate calendars and schedule appointments. You will join a small team in an early-stage environment with massive potential. If successful, you will have the opportunity to grow into a Customer Success or Product role that is focused on automation.

This is an excellent opportunity to join a high-growth start-up and make an impact. We offer great benefits and a fun environment.

There are many opportunities to grow within the company and gain more responsibility.

**Company overview

At Fitnescity, we make lab testing accessible to everyone. We’re building the largest platform of consumer health tests.

Fitnescity partners with leading labs, hospitals and local clinics nationwide to offer consumer-facing tests for physical wellbeing, nutrition and preventative health.

**Core Tasks

Own calendar management and coordination (scheduling / rescheduling appointments, time-zone management, etc.)

Coordinate reminders, task follow-ups and pinging customers and partners as needed to secure, reschedule appointments.

Answer customer queries via email, calls, and other communication platforms with templated responses.

Complete ad hoc tasks as delegated by the broader team.

**Requirements

Analytical with strong attention to detail.

Some experience scheduling appointments and coordinating calendars for multiple stakeholders simultaneously.

Some experience with client success and/or customer support.

Highly organized.

Experience with Calendly or similar.

Exceptional written communication skills.

Strong verbal communication skills (will have client-facing elements).

Customer empathy, patience and positive attitude.

Experience with Front, Zendesk or similar tools is a plus.

**Benefits

We offer generous benefits for Medical, Dental, Vision, 401(k) matching, life insurance, and "live local" payment incentive of $500 per month for local employees.

You will join a small team in a hybrid work environment (three days per week in the office). Remote opportunities are available.

We offer unlimited PTO.

Please include a short statement of interest with your resume. We look forward to hearing from you!

Contact information: jobs@fitnescity.com 

About Sigma360

Sigma360 is an MIT-incubated, venture-backed and founder led global data and analytics firm that helps clients manage AML/sanctions and reputational risk through the development and deployment of mission critical global screening, monitoring and investigative software.

Sigma360’s unique products leverage cutting-edge computer science and deep domain expertise to convert the world’s external data, alongside client data, into actionable insights that power decision-making at global financial institutions, corporates and governments.

Sigma360’s culture is one that is highly collaborative and that prizes innovation and problem-solving.

Position Description

Managing and solving issues raised by customers in close collaboration with the Director of Customer Success, Sigma360’s Product function and Sigma360’s Engineering team.

Your Role

• Provide support to existing customers, and conduct proactive ongoing outreach to customers to ensure the highest levels of satisfaction.
• Triage, handle and prioritize incoming business requests through collaboration with internal teams and external stakeholders.

What We Seek

The Customer Support Analyst role will require an in-depth knowledge of Sigma360’s products, as well as a comprehensive understanding of our clients usage of the products and the value they derive. Relationship management skills will shine while technical prowess and a data driven, value additive approach to all interactions will dictate success. Your work may require in person meetings, briefings over the phone and presentation of Sigma360’s products via web-based applications.

The ideal candidate is a proactive individual who has a track record of providing excellent customer support. The candidate will become passionate about Sigma360’s products and the clients they serve to ensure the highest levels of satisfaction. The candidate is not afraid to try new things and brings a “can-do” approach to ensuring the success of Sigma’s clients.

Candidate Qualifications

• At least One (1) to five (5) year
• Experience in managing day to day support operations
• Knowledge of MS office and CRM software, preferably Hubspot
• Talented and professional communicator, both verbally and written
• Self-motivated, dedicated, and driven to succeed
• Love to meet and exceed goals on a daily, weekly and monthly basis
• Team player with entrepreneurial spirit
• Positive, aggressive, goal-oriented attitude

What We Offer

• Unlimited opportunity to grow in a fast-growing company
• Highly competitive compensation, company stock and commission
• Collaborative team that deeply values innovation and problem-solving
• Generous leave and work-from-home policies
• Health insurance, dental
• Opportunity for international travel

Sigma360 is a proud equal opportunity employer. We are committed to fair hiring practices and to creating a welcoming environment for all team members. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, familial status or veteran status. 

Mudflap serves the $800B trucking industry, the backbone of the U.S. economy. Our market-leading payment products help truckers save thousands of dollars on fuel (their #1 business expense) while providing our fuel stop partners access to new, hard-to-reach customers. We’re a fast-growing marketplace business looking for a new customer-obsessed teammate to join us on this exciting journey.

As a Customer Support Team Lead, you’ll be at the heart of Mudflap’s mission, guiding a team of passionate specialists to deliver outstanding support to our incredible customers 24/7/365. You’ll play a vital role in helping small trucking businesses thrive by ensuring our agents are equipped, motivated, and empowered to resolve issues quickly and effectively. This is a hands-on leadership role where you’ll drive process improvements, collaborate across teams, and be a key player in shaping a world-class customer experience. If you’re excited about making a real daily impact and love a fast-paced, dynamic environment, we’d love to have you on our team!

Expectations (In this role, you will):

• Be obsessed with improving the Mudflap customer experience, driving industry-leading customer satisfaction
• Respond quickly and accurately to agent questions, empowering them to resolve customer issues promptly
• Track and action on live shift metrics to ensure the team is delivering top-notch support by addressing issues such as omnichannel ticket handling, customer wait times, and escalated tickets
• Monitor calls, emails, chats and other customer-facing interactions for quality assurance and deliver frequent agent feedback
• Manage ongoing 1:1s with each team member to provide feedback on performance, attendance, work quality, productivity and teamwork. Translate agent feedback into actionable steps to improve the agent and customer experience
• Be an exemplary role model for the team, living out our values and modeling agent best practices
• Serve as a deep subject matter expert on the Mudflap product to effectively solve immediate issues for agents and customers with an eye for sustainability and scalability
• Identify the root cause of recurring customer-facing issues and collaborate with cross-functional teams on developing better resolution tools and processes

Experience (What we look for):

• 3+ years in a leadership or supervisory role directly managing and developing customer support agents - and - 4+ years in remote customer support role within fintech or tech startup environments
• Bilingual: Fluency in both English and Spanish preferred
• Experience using customer support tools and platforms (ex: Zendesk, Intercom or similar ticketing system)
• Prior experience managing projects or process improvement initiatives
• A true passion for customers and delivering world-class service
• Outstanding communication skills, both verbal and written
• You have a clear vision of what excellence looks like, and you bring the experience to build it
• You’re a natural leader who inspires and motivates those around you
• You’re a builder who isn’t satisfied with maintaining the status quo
• You are energetic, self-motivated, self-starting, and self-assured
• You are a multitasker with a high sense of urgency
• You love fast-paced environments with an “all hands on deck” approach
• You’re humble and eager to learn with a no-task-too-small mindset
• You enjoy using your sleuthing skills to problem-solve on behalf of customers

Perks and Benefits (What we offer):

• A remote-first company focused on hiring the best talent
• A committed team on a mission to change a massive industry for the better
• A high bar for quality and commitment to self-improvement
• An open mind to new ideas and methodologies
• Competitive salary and benefit options
• Opportunities and support for major career growth

The salary range for this role is $60,000 - $70,000. This information reflects a base salary range for this position based on current market data, which may be subject to change as new market data becomes available. The candidate's skills, experience, and other relevant factors will determine the exact compensation. This position may also be eligible for additional incentives such as equity awards or short-term incentives. Our benefits include medical/dental/vision insurance, 401(k) with company match, WFH stipend, and PTO.

Shifts (When we work):

• 5 days a week/8 hours per day - Night shift: 8pm-4am PST / 11pm-7am EST (Sunday-Thursday)
• 4 days a week/10 hours per day - Night shift: 5pm-3am PST / 8pm-6am EST (Wednesday-Saturday)
• 4 days a week/10 hours per day - Weekend/Night shift: 6pm-4am PST / 9pm-7am EST (Friday-Monday)
• 4 days a week/10 hours per day - Weekend/Night shift: 11am-9pm PST / 2pm-12am EST (Friday-Monday)

Company Overview (Who we are):

Mudflap is on a mission to transform the trucking and logistics industry by leveling the playing field for owner operators and small fleets. Backed by top-tier venture investors, including QED, Matrix Partners, Commerce Ventures, NFX, and 500 Startups and included in the Forbes Fintech 50 list, Mudflap offers fleet fuel management solutions. Our core team hails from Disney, Uber, Procore, DoorDash, Google, Meta, Capital One, Affirm and Brex.

Here are the core values that we believe in and look for in new teammates:

• Be Customer Obsessed: We deeply understand customer needs and put our customers at the center of everything we do
• Make it Count: Act like an owner by focusing on the impact of your work
• Find a Way: Be a creative problem solver who pushes past roadblocks to win for our customers and our teammates
• Sweat the Details: We keep our standards high and achieve them by paying attention to every detail
• Be Curious: Use a growth mindset to question assumptions, take calculated risks and stretch the boundaries of what’s possible 

*Company Overview: *

At Nume, we are transforming the landscape of digital health and wellness by integrating cutting-edge advancements in genetics, nutrition, and personalized care. Our mission is to empower individuals around the globe with innovative, customized treatment plans that prioritize their unique health needs and overall well-being. As we continue to expand our reach and impact, we are looking for a dedicated and compassionate Patient Care Coordinator to join our team. In this role, you’ll be instrumental in shaping and elevating the patient experience, ensuring every individual feels supported, understood, and empowered throughout their journey with Nume.

*Job Summary: *

As a Patient Care Coordinator focused on customer success and experience, you’ll be at the heart of our commitment to exceptional, compassionate care. This role is more than just support; you’ll act as a trusted guide for our patients, ensuring they feel understood, empowered, and connected throughout every step of their journey with us. From the first welcome call through each personalized check-in, you’ll foster meaningful connections that not only enhance patient satisfaction and loyalty but also create a positive, lasting impact on their health journey. This position is ideal for someone who thrives on building relationships and is driven by the opportunity to make a tangible difference in people’s lives every day, setting a new standard for patient experience in the digital health industry.

Key Responsibilities:

• Coordinate and optimize daily operations within our Patient Experience unit.
• Conduct warm welcome calls for new patients, setting a positive and reassuring tone from the very beginning of their journey.
• Establish and maintain monthly check-ins, offering support, gathering feedback, and fostering a connected community experience.
• Collaborate with core teams to continually enhance our patient experience strategies, keeping quality and personalization at the forefront.
• Maintain precise patient records, capturing essential feedback, questions, and milestones to support continuous improvement.
• Work closely with our healthcare professionals to ensure seamless communication and a unified approach to each patient’s experience.
• Identify opportunities for elevating patient satisfaction and retention, driving feedback-based initiatives that prioritize their needs and success.

Qualifications and Skills:

• Bachelor’s degree or equivalent experience in healthcare administration, business, customer success, or a related field.
• Proven experience in customer success or support roles, preferably within healthcare or digital health.
• Exceptional organizational skills, with an ability to balance multiple priorities and deliver an outstanding patient experience.
• Strong communication skills with a deep sense of empathy and emotional intelligence.
• Proficiency with CRM systems, scheduling software, and electronic health record systems.
• A passion for advancing women’s health and the enthusiasm to support our mission with commitment and integrity.

What We Offer:

• Flexible work options – remote, hybrid, contract, or part-time arrangements to suit your lifestyle.
• A competitive compensation package that values your expertise and impact.
• A collaborative, growth-oriented environment where mutual respect and learning are top priorities.
• Opportunities for continuous professional development and skill-building.
• A meaningful role where your work directly impacts the health and well-being of women globally.

Fully remote position with flexible working hours.

If you’re passionate about creating exceptional customer experiences and making a difference in global health, apply today to be part of Nume’s mission.

Keywords: Customer Success, Patient Success, Patient Engagement, Women's Health, Healthcare Administration, Patient Experience, Patient Support, Welcome Calls, Onboarding Specialist, Monthly Check-ins, CRM, EHR (Electronic Health Records), Digital Health, Health Tech, Empathetic Support, Healthcare Innovation, Women’s Empowerment, Patient Satisfaction, Customer Retention, Relationship Management, Patient Journey, Health & Wellness, Personalized Care, Preventive Health, Holistic Care, Patient Communication, Client Success, Remote Health Support, Virtual Health Services, Health Advocacy, Patient-Centric Care, Chronic Care Management, Health Engagement, Care Coordination, Healthcare Customer Service, Patient Loyalty, Health Coaching, Health Experience Manager. 

Customer Service Coordinator

US- Remote – # 3885

Location: All Locations

Type: Full-Time

Workplace: remote

Category: S&M

Job Description:

Our mission is to detect cancer early, when it can be cured. We are working to change the trajectory of cancer mortality and bring stakeholders together to adopt innovative, safe, and effective technologies that can transform cancer care.

We are a healthcare company, pioneering new technologies to advance early cancer detection. We have built a multi-disciplinary organization of scientists, engineers, and physicians and we are using the power of next-generation sequencing (NGS), population-scale clinical studies, and state-of-the-art computer science and data science to overcome one of medicine’s greatest challenges.

GRAIL is headquartered in Menlo Park, California, with locations in Washington, D.C., North Carolina, and the United Kingdom. It is supported by leading global investors and pharmaceutical, technology, and healthcare companies.

For more information, please visit grail.com.

GRAIL is seeking a five (5) Customer Service Coordinator for our Customer Services organization. As a Customer Service Coordinator (CSC), you will contribute to the success and growth of GRAIL by delivering exceptional service experiences. Responsibilities include interacting with and supporting customers through a variety of communication channels, expertly guiding people to successful outcomes, troubleshooting issues, completing tasks that address customer needs, and documenting interactions. This position requires attention to detail, excellent written and verbal communication skills, and flexibility regarding tasks and schedule. The ideal candidate is customer-centric, passionate about helping people, a fast and willing learner, and highly accountable for following through on commitments.

CSCs may be assigned to, and rotate amongst, multiple teams and work activities within the Customer Services organization. Cross-training and rotations provide a valuable career development opportunity, exposing CSCs to many teams at GRAIL and different aspects of BioTech, while also enabling the Customer Services team to nimbly flex to meet customer needs.

Location:

This is a full-time role.

Position can be remote US based or hybrid at Menlo Park, CA, or Durham, NC.

Shifts generally fall between 8:30am-5pm in the Pacific or Eastern time zones, but we do need flexibility due to work assignments and business needs to include holidays.

Responsibilities:

• Customer Service Coordinators will:

Customer Interaction & Support:

• Handle incoming and outgoing customer interactions efficiently, with high quality, and via a variety of communication channels (e.g. phone, email, chat, fax, etc.)
• Provide accurate information and expertly guide people to achieve their task or goal
• Address customer issues, troubleshoot, and follow-through to ensure full resolution
• Perform assigned daily tasks that support customer satisfaction. Be present and on-time.

Documentation:

• Create and maintain accurate and detailed records of customer interactions, handling sensitive data appropriately and according to established procedures and best practices
• Use Salesforce.com and other customer service tools to capture and update contact information and other important details that help us engage with customers effectively in the future
• Document interactions during scheduled working hours

Product Knowledge & Service Standards:

• Stay informed and knowledgeable about GRAIL products, services, processes, and procedures, and use that knowledge to address customer needs
• Provide accurate information and guidance to customers based on their needs
• Meet performance metrics and service level agreements (SLAs)
• Strive to achieve high levels of customer satisfaction and ease of doing business with GRAIL

Team Collaboration:

• Collaborate with colleagues to share knowledge and solutions that help everyone be their best
• Participate in team meetings and training sessions, and complete all required training on time
• Escalate complex problems to senior team members or supervisors
• Be flexible in-role, performing tasks and assisting colleagues within Customer Service as needed

Communication:

• Clearly and effectively communicate with customers and colleagues
• Bring professionalism, positive demeanor, and the highest level of courtesy in all interactions
• Embody GRAIL values and communicate with others in accordance with these standards
• Report customer and employee feedback to help improve products, services, and processes

Preferred Qualifications:

• Successful Applicants should have the following:

Required Education & Years of Experience:

• High school diploma or equivalent, with 1-2 years of applicable customer service experience Or, Associate’s or Bachelor’s degree (BS/BA) with 1 year experience required
• At least one year experience in Life science / biotech / lab /healthcare providing customer support is required.m

Hard Skills Requirements:

• Ability to type at least 60 words per minute with minimum 98% accuracy
• Strong computer, internet, and software operation skills

Soft Skills Requirements:

• Excellent communication and interpersonal skills
• Strong attention to detail and willingness to ask questions to get to the right solution
• High degree of accountability and follow-through on assigned tasks and commitments
• Coachability and aptitude to accept and apply constructive feedback in a professional manner
• Flexibility regarding tasks and schedule and ability to embrace change through dynamic growth
• Ability to thrive working independently as well as within a highly-collaborative team environment

Preferred Experience:

• Proficiency in MacOS
• Hands-on usage of Salesforce.com customer relationship management (CRM) software
• Hands-on usage of other software applications and collaboration tools, such as Google Workspace, Confluence, Jira, Asana, Slack, etc.
• Track record of working efficiently and responsibly in a remote work environment
• Experience in customer service call center
• Past work in a fast-paced, high-growth company
• Bilingual proficiency- Spanish

Travel Requirements:

• Occasional travel (e.g. quarterly) may be required

Physical Demands & Working Environment:

• Physical demands associated with office work
• Desk setup including multiple monitors, audio headset, and keyboard
• Hours and days may vary depending on business and operational needs

The expected, full-time, annual base pay scale for this position is $ 41K-$48K Total Base Pay Range. Actual base pay will consider skills, experience, and location.

Based on the role, colleagues may be eligible to participate in an annual bonus plan tied to company and individual performance, or an incentive plan. We also offer a long-term incentive plan to align company and colleague success over time.

In addition, GRAIL offers a progressive benefit package, including flexible time-off, a 401k with a company match, and alongside our medical, dental, vision plans, carefully selected mindfulness offerings.

GRAIL is an Equal Employment Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status. We will reasonably accommodate all individuals with disabilities so that they can participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. GRAIL maintains a drug-free workplace. 

Customer Support Associate

Remote – US

Type
Full time

EMPOWER OVERVIEW

Empower is shaking up an outdated financial system by providing real opportunity for our customers: the opportunity to get the cash they need, to access fair credit, and to change their financial story. Today, we’re helping millions of people find financial security through machine learning models that evaluate creditworthiness using a more inclusive lens and mobile-first products: Cash Advance, Thrive line of credit, and Petal credit cards. Tomorrow? Creating even more financial paths for our customers (and their wallets) to succeed.

This year, Empower ranked #65 on Inc. 5000’s Fastest-Growing Private Companies list — our third year in a row cracking the top 100 — and was named by Forbes as one of the 25 Next Billion-Dollar Startups for 2024. Empower was also featured by Forbes on America’s Best Startup Employers list in 2023, and our Thrive line of credit product was named by Fast Company as one of 2022’s Next Big Things in Tech.

Empower is backed by Sequoia Capital, Blisce, and Icon Ventures. Ready to grow your impact and accelerate your career? Take a look at our open roles — we can’t wait to meet you.

THE EMPOWER WAY

Great Expectations: We come up with bold, audacious goals for ourselves and go all out for impact

Owner Mindset: We give every employee latitude to act independently, make smart choices, and move the business forward

Spirited Debate: We love skeptics and seek counter opinions to challenge our personal assumptions and expand our view

Customer Obsession: We listen to understand, empathize, and create a memorable, rewarding experience for our community

Inclusive Collaboration: We believe diverse teams make the best decisions, and we strive to give diverse voices a seat at the table

No Jerks Allowed: We value our relationships and take the time to build trust and connection and communicate respectfully

WHAT EMPOWER OFFERS

Competitive salary

Generous equity package

Full healthcare benefits

Technology expense reimbursement

Work from anywhere

JOB DESCRIPTION

The Customer Support Associate supports our customers by providing customer-focused assistance, handling customer inquiries on a daily basis, and helping with enhancing customer experience at Empower. You will work within the Customer Support team and collaborate with cross-functional teams. In addition, you will escalate leading trends and drivers and engage proactively with the team to help with improving the customer experience.

Empower is a remote-first company. We drive connectivity through regular company offsites. Travel for company offsites is expected at a minimum 2 times a year.

RESPONSIBILITIES

Work on the frontline of the business: support calls, chat, and emails from our users

Resolve a customer’s issue with active listening and knowledge of our products and services

Collaborate with the team to resolve problems and deliver a top-notch customer experience by working on various customer support-related projects

Become knowledgeable of any pain points in Customer Support that our customers or team members are experiencing

Advocate for customers from within the organization and drive changes that can improve their experience

Proactively look for ways to improve our processes and the customer experience

QUALIFICATIONS

Motivated by Empower’s mission and determined to create a seamless support experience for our customer base.

1-2 years in a customer support role, preferably in the fintech industry

Demonstrated passion for the customer experience and the ability to solve problems with a short turnaround time for customers while maintaining a high level of empathy

Excellent verbal and written communication skills with the ability to explain complex topics in easily understood, concise language

Familiarity with banking regulations and payment processes; compliance is a plus

Ability to communicate cross-functionally and globally

Availability on some weekends and holidays when needed 

Title: Customer Experience Representative

Location: US Remote

Job Description:

Alt is on a mission to revolutionize investing by unlocking the value of alternative assets (collectibles first), a $60B+ market. Currently, we’re focusing on establishing ourselves as the dominant marketplace for trading cards, a $5B market, before taking on additional asset classes. Our platform enables users to exchange, invest, value, securely store, and authenticate their trading cards. And we envision a world where anything is an investable asset.

To date, we’ve raised over $100 million from thought leaders at the intersection of culture, community, and capital. Some of our investors include Alexis Ohanian’s fund Seven Seven Six, the founders of Stripe, Coinbase co-founder Fred Ehrsam, BlackRock co-founder Sue Wagner, the co-founders of AngelList, First Round Capital, and BoxGroup. We’re also backed by professional athletes including Tom Brady, Candace Parker, Giannis Antetokounmpo, Alex Morgan, Kevin Durant, and Marlon Humphrey.

Alt is a dedicated equal opportunity employer committed to creating a diverse workforce. We celebrate our differences and strive to create an inclusive environment for all. We are focused on fostering a culture of empowerment which starts with providing our employees with the resources needed to reach their full potential.

What We Are Looking For

We are seeking a Customer Experience Representative who is passionate about delivering exceptional service and making a significant impact as you represent Alt’s brand to our customers. As you interact with our customers and understand their inquiries, you will identify trends and areas of improvement and act as an internal ambassador for our customers to our Product, Engineering, and Operations teams. Our ideal candidate possesses strong communication skills, a sense of ownership, and thrives in a fast-paced, start-up environment. In this role, you will be entrusted with the responsibility of ensuring our collectors have a positive experience, requiring empathy and the ability to resolve complex inquiries effectively.

Key Responsibilities

• Engage with collectors through chat, email, and phone support, providing knowledgeable assistance regarding the auction process, card valuations, and other platform functionalities.
• Handle complex account questions and resolve issues with empathy and care.
• Document interactions and escalate issues as necessary to ensure quick resolution.
• Collaborate with cross-functional teams to enhance overall service quality and user satisfaction.
• Gather customer feedback to identify trends and suggest improvements to the user experience.

What You Bring to the Table

• Experience: 1-2+ years experience in customer service or a related field.
• Communication Skills: Strong written and verbal communication skills, with exceptional attention to detail and the ability to connect with users effectively.
• Technical Skills: Proficiency in using customer service software and ticketing systems, with experience in Intercom. Familiarity with tools such as Retool, Slack, and Notion is a plus.
• Empathy: A passion for helping others and an understanding of the importance of the customer experience
• Adaptability: Ability to multitask and manage time effectively while working collaboratively in a fast-paced, start-up environment.
• Industry Knowledge: Familiarity with the sports and collectibles industry is a plus, but a passion to learn is essential.
• Availability: This is a fully remote position with standard working hours between 9 AM – 6 PM PST, with some flexibility depending on location

Alt’s compensation package includes a competitive base salary benchmarked against real-time market data, as well as equity for all full-time roles. We want all full-time employees to be invested in Alt and to be able to take advantage of that investment, so our equity grants include a 10-year exercise window. The base salary range for this role is: $65,000 – $78,000. Offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors. 

Customer Success Associate

Bamboo Health is a leader in cloud-based care coordination software and analytics solutions focused on patients with complex needs, including those suffering from physical health and mental health issues and substance use disorders. We are driven by our mission of enabling better care for patients across the continuum. Our software solutions help healthcare professionals collaborate on shared patients across the spectrum of care. Join us in improving healthcare for all!

Summary:

We are actively hiring a full-time Customer Success Associate to join our Customer Success team. The Customer Success team is responsible for customer retention, engagement, and growth for our provider customers, which include, but are not limited to, health systems, health plans, post-acute providers, and primary care groups. This role will report to the Manager of Customer Success, Health Systems. This role will have limited to no travel.

What You’ll Do:

The Customer Success Associate will be responsible for building and engaging our post-acute network, a critical retention driver for Bamboo Health’s Pings customers. Key responsibilities will include, but are not limited to:

• Ensure post-acute organizations are contracted in a timely manner to support consistent YoY growth
• Collaborate with Customer Success Managers to identify and prioritize critical network gaps proactively
• Create and execute sustainable strategies for continuous network outreach and growth
• Support cross-functional efforts to improve efficiency of end-to-end post-acute contracting and onboarding process
• Support post go-live engagement when needed
• Manage an independent book of long-tail, low-touch customers through escalated support, product-specific knowledge and delegation

What Success Looks Like…

In 3 months…

• Understand Bamboo Health’s mission, vision, and product suites
• Clearly articulate Bamboo Health’s technology, features, and functionality
• Fully own post-acute contracting process
• Independently pitch and demo our post-acute products
• Establish working relationships with the Customer Success and Growth teams

In 6 months…

• Possess an in-depth understanding of Bamboo Health’s customers and post-acute use cases
• Continued ownership of post-acute contracting work, with opportunities identified for improvement
• Begin proactive analysis of Bamboo Health’s current post-acute network and gaps
• Establish working relationships with Delivery and Integrations teams

In 12 months…

• Fully manage all network build projects and execution of core tasks
• Create measurable and consistent increase in PAC network growth
• Identify and own cross-functional process improvement efforts

What You Need:

• A mission-driven focus with a passion for spearheading change
• BA/BS degree
• 1-2 years professional experience in Healthcare (Health IT a plus)
• Strong organizational and project management skills
• Experience in sales or customer service role preferred
• A work environment that is conducive to high quality virtual interactions. This includes but is not limited to being able to work from a quiet space with minimal interruptions or distractions, and a strong internet connection.

What You Get: 

• Join one of the most innovative healthcare technology companies in the country.
• Have the autonomy to build something with an enthusiastically supportive team.
• Learn from working at the highest levels and on the most strategic priorities of the company, including from world class investors and advisors.
• Receive competitive compensation, including equity, with health, dental, vision and other benefits.

Belonging at Bamboo

We Care. #BambooHealthValuesCare 

Every human being has the right to the best possible healthcare. Our solutions enable healthcare professionals to see and treat every individual as a whole person by providing the right information, at the right time – regardless of physical, behavioral, or social barriers.

We’re a great place to work because we care. We continually seek to learn about our differences and ensure the unique identities and contributions of all employees are welcome, valued and celebrated.

Our commitment to making a positive impact starts by recognizing and leveraging our differences, building inclusive teams, cultivating a sense of belonging, combating biases, and actively removing barriers to equity.

 Bamboo Health is proud to be an Equal Employment Opportunity and affirmative action employer. 

#LI-Remote OR #LI-Hybrid 

Revenue

Remote (United States) 

Customer Care Tax Expert – Payroll

Location: Remote

Job Description:

Care Tax Expert – Payroll

Location: Remote

Hourly Rate: $25.96

Start Date: 12/16/24

Training: 5 week training period, Monday – Friday from 9am to 6pm CST. No PTO permitted during training. You will have Christmas day off (12/25/24) & New Years day off (01/01/25).

Schedule requirement: You will be assigned a new schedule after training. Flexibility for any/all schedules ranging from 7:30am to 7:00pm CST Monday – Friday is required. Your schedule may include early mornings, evenings and/or holidays. 

Toast is driven by building the restaurant platform that helps restaurants adapt, take control, and get back to what they do best: building the businesses they love.

Bready* to make a change?

The Care Tax Expert  will be responsible for conversing directly with customers over phone and email along with contributing to the day-to-day success of the Customer Care Tax teams. This individual will be responsible for assisting customers with their tax profiles, employee tax  information, state set ups and related questions with a focus on providing a customer first experience.  In addition, the Care Tax Expert will serve as a key contributor to larger team and organizational initiatives to drive improvement and efficiency as we continue to grow.

The Customer Care Tax team works closely with our customers, tax agencies, and internal teams with a focus on our customers’ payroll tax experience. We are committed to improving and transforming the customer experience by leveraging technology, driving innovation and reducing customer friction. Our primary focus is assisting our customers with their  payroll tax preparation, maintenance  and filings.

About this roll*: (Responsibilities)

• Research payroll tax issues raised by internal stakeholders and customers and provide timely resolutions
• Assist customers with tax related questions through inbound warm transferred phone calls and inbound customer  emails
• Work with internal operations team and tax agencies  to obtain accurate payroll tax account information to ensure accurate and timely payroll tax  filings and payments
• Assist customers with identifying their payroll tax jurisdiction account information and making routine updates  as needed to ensure timely filing and payment of payroll tax obligations
• Review and assist employers with reconciling payroll tax liability debits/credits to their  bank accounts.
• Identify and resolve root cause discrepancies and recommend process improvements to reduce tax issues and improve payroll tax filing efficiencies.
• Collaborate with customers  to complete Third-Party Agent (TPA) setup
• Correspond with tax agencies regarding tax notices,  inquiries, tax penalty abatements/waivers and tax clearances
• Assist in monthly, quarterly and annual tax filings and participate in special projects and/or other duties assigned

Do you have the right ingredients*? (Requirements)

• 2+ years of experience in a role responsible for customer satisfaction and championing the customer experience
• 2+ years of prior payroll service bureau experience
• Knowledge of payroll taxes including federal, state, local and paid family leave
• Success operating independently and navigating competing priorities in a constantly changing environment
• Strong  critical problem solving,  customer communication, organizational, and influencing skills
• Experience  working with sensitive/confidential information
• Proficient in Microsoft Excel and Google Suite

Special Sauce* (Non-essential Skills/Nice to Haves)

• MasterTax Experience
• FPC or CPP certification
• Associates or Bachelor’s Degree

Our Spread* of Total Rewards

We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters’ changing needs. Learn more about our benefits at https://careers.toasttab.com/toast-benefits.

*Bread puns encouraged but not required

#LI-REMOTE

The starting pay rate for this role is below. Please note, there is not a range for this role, the number listed below is the rate.

Pay Rate

$25.96—$25.96 USD

We are Toasters

Diversity, Equity, and Inclusion is Baked into our Recipe for Success.

At Toast our employees are our secret ingredient. When they are powered to succeed, Toast succeeds.

The restaurant industry is one of the most diverse industries. We embrace and are excited by this diversity, believing that only through authenticity, inclusivity, high standards of respect and trust, and leading with humility will we be able to achieve our goals.

Baking inclusive principles into our company and diversity into our design provides equitable opportunities for all and enhances our ability to be first in class in all aspects of our industry.

Bready* to make a change? Apply today!

Toast is committed to creating an accessible and inclusive hiring process. As part of this commitment, we strive to provide reasonable accommodations for persons with disabilities to enable them to access the hiring process. If you need an accommodation to access the job application or interview process, please contact candidateaccommodations@toasttab.com. 

Title: Financial Retirement Customer Service Rep – Remote

Location: Cedar Rapids United States

Work From Home, USA

Cedar Rapids, Iowa

time type: Full time

job requisition id: R20056523

Job Description:

Job Family

Customer Service

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment – one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information, visitwww.transamerica.com.

Who We Are

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services.

What We Do

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology).

Job Description Summary

Job Description Summary

As the point of contact and “voice of the company” for Transamerica customers, this role is responsible for providing accurate and complete information to callers regarding retirement (401K, IRA, 403(b)) products. Work as part of a team that is empowered to go above and beyond to deliver an outstanding customer experience.

Job Description

Responsibilities

• Use exceptional customer service and interpersonal skills to answer calls regarding retirement products such as 401k, IRA’s and 403(b) investments.
• Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; engage more knowledgeable team members as needed.
• Locate/research information using multiple systems/technologies.
• Coordinate with cross-functional departments to obtain and/or provide necessary information to resolve issues.
• Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner.
• Learn and maintain a basic understanding of products, procedures, and systems
• Achieve department metrics and expectations
• Participate in a team based environment to achieve department goals

Qualifications

• Associate’s degree in a business field or equivalent experience
• One year of call center or customer service experience, or financial services industry experience
• Ability to communicate with customers in a professional manner, orally and in writing
• Ability to work independently and as part of a team
• Proficiency using MS Office tools

Preferred Qualifications

• Understanding of retirement products such as 401k, IRA, and 403(b)
• Ability to navigate multiple screens and systems at one time
• Previous work from home experience
• Previous financial industry experience
• Salesforce experience
• Product promotion experience

Working Conditions

• Work From home/call center environment – must have work environment with minimal distractions
• Hours of operation are 7am to 8pm CT, must be able to work any of those hours. Open availability Monday-Friday.

Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules and other compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.

Compensation:

The hourly for this position generally ranges between $16.00 – $20.00 an hour. This range is an estimate, based on potential qualifications and operational needs. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2 and other applicable local regulations.

Bonus Eligibility:

This position is also typically eligible for an Annual Bonus of 6% based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs
• Peer Recognition Program (BRAVO)
• As of December 31, 2022

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That’s why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation

Transamerica’s Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 29.5 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. 

Title: Call Center – Customer Service Rep

Location: Delray Beach United States

Position: Type Full Time

Req ID: 2024-1283180

Job Description:

Deposita(TM), An Allied Universal(R) Company has perfected the art of cash management using world-class innovation, technology, and tailored solutions. We serve customers in retail, wholesale and banking sectors through in-depth consultations. We ensure every security need is met and exceeded every step of the way. Join our Phenomenal team today! We offer medical, dental and vision coverage, life insurance, retirement plan, employee assistance programs, company discounts, perks and more for most full-time customer support jobs!

Deposita, an Allied Universal Company, is hiring a Customer Experience Representative. The Customer Experience Representative is a part of a dynamic, customer focused team and plays a pivotal role in providing the highest quality customer experience to our customers.

Remote Work possible after successfully completing 45 days in office training (Jupiter, Florida) and meeting required metrics with occassional in office meetings/trainings.

Intial Training will be in Jupiter, Florida

Starting Rate at $17.00 per hour, with increased rate for bilingual FRENCH (CANADIAN) speaking representatives of $18.00 per hour

IDEAL CANDIDATES SHOULD HAVE A MIMIMUM OF 2 YEAR TECHNICAL CUSTOMER SERVICE CALL CENTER EXPERIENCE IN A B2B ENVIORNMENT.

RESPONSIBILITIES:

• Identify customers’ needs, clarify information, provide direct support or guidance toward to resolution
• Tackle a variety of problems in technical systems with skill and accuracy
• Create cases for all calls and emails received, enter the history of the problem, all steps taken, and subsequent resolution if resolved at the Help Desk or escalate to appropriate next level
• Willingness and Ability to be cross trained in other areas of the department
• Consistently demonstrate effective personal performance that positively impacts the departmental performance metrics are met through effective personal work performance

QUALIFICATIONS (MUST HAVE):

• High school diploma or equivalent
• Minimum of two (2) years of work experience in a Technical Customer Service Call Center
• Stable work history must demonstrate each of the following:
• Strong understanding of customer service and customer relations
• Highly motivation and strong desire to learn
• Ability to exercise good judgment and decision-making
• Familiarity with creating cases and case numbers and escalations to Senior team members, departments, and vendors using CRM and other systems
• Effective written and oral communication skills
• Able to assess and evaluate situations effectively
• Skilled in identifying critical issues quickly and accurately
• Able to write informatively, clearly, and accurately
• Problem solving and analytical skills
• Ability to work in a team environment

PREFERRED QUALIFICATIONS (NICE TO HAVE):

• Experience in a technical support role, or other technical experience
• Associate’s degree in information technology, Computer Science, or a related field
• Basic understanding of software/hardware troubleshooting
• Experience in Service Now and TalkDesk
• Experience in retail cash offices

BENEFITS:

• Medical, dental, vision, basic life, AD&D, and disability insurance
• Enrollment in our company’s 401(k)plan, subject to eligibility requirements
• Eight paid holidays annually, five sick days, and four personal days
• Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.

Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law.

If you have any questions regarding Equal Employment Opportunity, Affirmative Action, Diversity and Inclusion, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department.