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. 

Customer Support Associate

Location: Bowling Green KY US

Type: Full-time

Workplace: Fully remote

Remote Customer Service Full time

Job Description:

Anomaly Squared is growing again and if you’re looking to join a fun, laid back environment that provides opportunities for personal and professional growth, please consider applying. A² is an innovative customer contact center that offers a launching point for all employees to advance on their career path.

Position Description:

We are seeking At-Home Contact Center Specialists available to work Full-time or Part-time. You would be responsible for qualifying callers for programs, products or services that our clients offer through outbound and inbound calls, including but not limited to, Appointment Scheduling, Insurance Lead Qualification, Patient Recruitment, and Medical Appointment Setting. We work with some of the best and most recognized companies in their industries, so professionalism and excellent communication skills are a must!

Wage:

$10.00 per hour

Requirements

• High School Diploma or GED is required
• Great Verbal and Written Communication Skills
• Working Knowledge of Windows Based Operating Systems including Google Chrome
• Can Demonstrate Product Knowledge once Nesting Period is Complete
• Ability to Adapt in a Fast-Changing Environment
• Own a computer at home (CANNOT be a Chromebook, Notebook, or MacBook)
• Webcam
• Internet access
• Must have a desk/workstation in a quiet workspace

Benefits

Employment BENEFITS:

Remote work.

Remote training.

For Full-time employees ONLY:

Medical, Dental, Vision, STD, LTD, Life and AD&D after 90-day probationary period if elected.

401(k) after 90-day probationary period if elected.

PTO after 6 months of employment.

NOTE: We are accepting online applications only. Unfortunately, there is no time available to handle additional phone call inquiries for the limited number of spaces we have open.

Anomaly Squared is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. 

Senior Customer Success Representative

• Worldwide
• Remote OK
• Full-Time

We’re a scale-up in the Workforce Management space that has fully embraced remote work since 2017. Headquartered in London, UK, we have close to 80 staff in 16 different countries.

We launched PayrollPanda.my and Jibble.io in 2016 and 2017 respectively. PayrollPanda has become Malaysia’s leading cloud payroll software, and Jibble an award-winning time clock solution, each with thousands of paying customers.
About The Job

You will be the first point of contact and responsible for answering basic customer support questions, engagement, and satisfaction. We use Intercom as a Customer Support/CRM tool.

What you will do:

• Respond to product inquiries and issues in a timely manner
• Identify and escalate second line support issues to the right channels (such as bugs, refunds)
• Endorse cases to the Sales Team for cases involving pricing and payment
• Proactively upsell Jibble features to our products and offer/schedule demos with customers
• Working with the Product team to ensure feature requests are captured and prioritized.

Who are we looking for:

• You can work on US time
• You have a minimum of 3 years of experience as a Customer Support
• You are a native English speaker, or you possess exceptional written and spoken English communication skills
• You are super confident on the phone and in writing
• You understand urgency, you know how to prioritize tasks and when necessary multitask between customer requests
• You should be able to understand technical jargon and should not crumble when trying to answer fairly technical questions
   

Customer Service Representative

Remote

Boston, Massachusetts, United States

$15 – $20 per hourPartner Support

Job description

What are we looking for?
A Client Receptionist who easily connects and empathizes with our clients over the phone, and who serves as a critical hub of organization and communication to our internal support team. Must be courteous, organized, and professional.

Where are we looking?
This is a fully-remote position!

What type of job is this?
This is a full-time, remote position. Shifts vary throughout the week, and can involve weekdays between the hours of 8am-12am, as well as weekends between 8am-12am.

Compensation is geography-based, and ranges between $15-$20/hour for those working this position full-time.

Who would you report to?
Our Partner Support Manager. She’s quite a bad-ass.

What will get our attention?

• If you have a naturally friendly personality
• If you can easily empathize with people
• If you have prior receptionist experience
• If you’re passionate about consumer technology
• If you have experience using software to track and manage client data
• If you have the interest and ability to learn new technology

What do we bring to the table?

• A team of aces willing to do anything for each other
• Competitive wages – $15-$20/hour
• An amazing benefits package
• A supportive work-from-home environment

What does our company do?

Have you ever tried to use a piece of technology in your home and found that it wouldn’t work? Maybe your WiFi’s down, or maybe it’s Friday night and you can’t stream your favorite show because your TV isn’t working. Frustrating, right? What’s even more frustrating is that there’s often nowhere to turn for help; unless for some reason you enjoy sitting on hold with your cable company (no judgment here).

Our vision is to transform the home technology ownership experience for homeowners. We do this by partnering with a nationwide network of home technology installers, helping them supercharge their service & support operations. We call these installers our Partners. Our mission is to unlock our Partners’ full-service potential by delivering world-class service and support to their clients (the people sitting at home with the broken technology), boosting their revenue and profits by providing better support to their clients, and streamlining their overall service delivery.

In other words, we spend all of our time figuring out how to provide the best support possible over the phone and through email to homeowners all across the country (and in Canada) who need help whenever their home technology stops working. And we want our support service to be so good that these homeowners are willing to pay every month to have access to our support.

What would a typical day look like for you in this role?

As a Client Receptionist, you will act as a first-point-of-contact via telephone for homeowners looking for assistance with their smart home systems. You will be responsible for answering, screening, and forwarding all incoming support requests inside and outside of regular business hours.
You will escalate incoming calls to our support team, or notate them for follow-up at a later time, based on the level of support for which clients are eligible. It is critical that you set a friendly and supportive tone for all end-users because we believe deeply in the value of providing a warm and personalized tech support experience.
You will work within our web-based ticketing system, interacting directly with our team of Technology Specialists to ensure that guaranteed response times and other important support procedures are consistently adhered to. You will assist in the upkeep of our ticketing system, ensuring that all support events are accurately documented.
When clients call in who are not already subscribed for a membership support package, you will walk them through their options and sell them the appropriate level of support that fits their needs. This will require active listening skills, and a level of comfort with basic sales skills. As you get more comfortable in your role, you’ll be expected to assist in training others.
Most of all, you will learn best-practices for providing a kick-ass support experience in the burgeoning “smart home” market!

What should you bring to the table?

• The ability to work 35-40 hours per week, during weekdays and/or weekends (between 8am-12am)
• A naturally friendly and warm personality
• Excellent verbal communication skills – this means you know how to “speak good”
• Excellent writing skills – this means you know how to spell and use grammar and write well structured sentences that make sense to the reader and know how to avoid writing run-on sentences like this one.
• Superb customer service skills – when someone calls for support, it’s because they have a problem. They’re frustrated. Sometimes, they’re even pissed. You will need to be able to assure someone we’re going to take care of them. Every time.
• The ability to evaluate situations in the moment and make quick, appropriate decisions
• A genuine passion for problem-solving
• A self-starter mentality, and capable of working independently when needed
• An unwavering work ethic – our clients and team depend on you
• an impeccable attention to detail and great organizational skills
• an eagerness to learn; an aptitude for learning new technical skills

Curious if you’ll fit our culture?

• Do you believe there’s always room for improvement? We are constantly in the pursuit of perfection when it comes to our client experience.
• Do you always have a backup plan? Things rarely go according to plan, so it’s important to be prepared. Or have MacGyver’s cell number.
• Are you frequently putting yourself in others’ shoes? We pride ourselves on being empathetic to any partner’s situation, and give them the benefit of the doubt.
• Do you always dot your i’s and cross your t’s? Attention to detail is a must. We don’t bend on this one.
• Can you keep a secret? Good, because our end-users’ privacy is a top priority.
• Are you happy to lend a helping hand? We’re a small, tight-knit group and at times all wear a number of different hats.
• Are you transparent and do you prefer addressing the elephant in the room? We pride ourselves on being upfront and honest, and believe it’s one of the things that sets us apart from the pack.
• Do you pick up the ball that someone else may have dropped? We’re looking for people that own the company goals beyond just doing their job.
• Are you OK with making a mistake? We are too, as long as we learn from them and don’t repeat.

Job requirements

You’re still reading? We already listed these above, under ‘what you should bring to the table.’ So what are you waiting for….apply, already! 

We believe in the power of process and its potential to unlock growth in teams everywhere.

Who we are:

Process Street is a no-code workflow platform startup from San Francisco. We help our customers build, document, automate, and track recurring workflows. Our platform stores knowledge where the action happens, ensuring thorough and error free execution of workflows that our global customers run their businesses on. We service over 3k customers around the world, such as Airbnb, Spotify, AstraZeneca, and Accenture, and are VC-backed by Accel, Salesforce, and Atlassian.

Our Mission:

To make work fun, fast, and faultless for teams everywhere.

Our culture:

Process Street was founded on a strong belief in the work-life benefits of a healthy, collaborative remote culture. We value flexibility because many of us are parents, travelers, or just creatives who aren't inspired by the construct of a mundane 9-to-5. Spread across 9 different time zones, we communicate asynchronously, work autonomously, and take real ownership of our work. We know human connections are what make teams strong, so we regularly do coffee chats, game-playing, story-telling, and more, to build strong relationships.

If you’re entrepreneurial and seek an environment that values impact, ownership, and flexibility we look forward to meeting you!

The Opportunity:

We’re looking for a Customer Support Level 1 Specialist to join our Customer Support & Success team. You will address inbound customer inquiries via phone, email, and live chat. At Process Street, our Customer Support Specialists are the primary line of communication between the organization and our customers. You will get the chance to work with companies ranging from early-stage start-ups to Fortune 500 enterprises from across the globe in pretty much every industry you can think of.

Aside from addressing customer inquiries, Customer Support Specialists perform a critical function in passing customer feedback and challenges to the Engineering, Product, and Executive teams.

Even though we’re a global company, this Customer Support Specialist will work 9am-6pm EST.

What You’ll Do:

• Respond to email, live chat, and phone inquiries from existing customers and prospects
• Advise customers on the best way to use the software to meet their needs
• Track customer interactions in Salesforce
• Assist prospects during their trial period to ensure they understand the product functionality
• Serve as a conduit for customers to communicate product and feature requests to Product Managers
• Assist our Customer Success Managers in dealing with large customers
• Contribute to the Support Knowledge-base
• Conduct product demos for prospects
• Conduct Onboarding and Account Reviews for existing customers

About You:

• You have experience working directly with customers. At least 1-2 years of experience, preferably in SaaS.
• You’re an excellent communicator. This includes written and verbal English. We’re a 100% distributed team, and writing is our primary method of communication. But you’ll be chatting with customers live too!
• You pay attention to the details. You know details matter, and you remember that everything you do can improve the customer’s experience in some way.
• You’re obsessed with customer experience. You’re driven by creating an amazing customer experience. Added bonus if you have experience building and maintaining relationships with remote customers.
• You have growth mentality. You have a self-motivated approach to learning and development.
• You love working with technology. We’re building it! This includes both web and mobile applications. Experience with Intercom and Salesforce is a plus!
• Ability to work 9am-6pm EST.

Our Benefits:

• Unlimited PTO policy – Most take 3-4 weeks, plus their major holidays, AND a company-wide week off in December.
• Annual company offsite – We get together as a whole company annually as well as encourage and sponsor small group meetups so that you can meet your teammates face to face around the world.
• Social time – We know human connections are what make teams strong. We regularly do coffee chats, game-playing, story-telling, house tours (only if you're comfortable), and more to build connections.
• Generous health insurance – for US employees and their families, including dental and vision plans.
• Equity for all full-time roles.

Confidence can sometimes hold us back from applying for a job. But we'll let you in on a secret: there's no such thing as a 'perfect' candidate. Research tells us that applicants who are female, non-binary, or people of color are less likely to apply to a role if they feel they don’t meet every qualification. If you feel you meet most of the qualifications, regardless of how you identify, and this is a role that would make you excited to come into work every day, please apply! Process Street is a place where everyone can grow.

We are proud to be an equal opportunity employer. We are committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, genetic information, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or Veteran status. 

Title: Vice President Customer Success (Accounting Success)

Location: Remote

Type: Full-time

Workplace: remote

Category: Customer Success Leadership

Job Description:

FloQast seeks a dynamic Vice President of Accounting Success to lead our global team in delivering exceptional customer experiences and driving product adoption.

As the VP of Accounting Success, you will oversee teams of Accounting Success Managers (ASMs) responsible for cultivating customer satisfaction, loyalty, and growth. This is a global role requiring leadership across multiple continents and customer segments.

Accounting Success Managers (our version of Customer Success Managers) are focused on establishing well-adopted and referenceable customers one success at a time which requires both established frameworks and creative thinking. In this global role you will manage teams on three continents and across all segments within our customer base.

You will be responsible for helping ASMs prioritize their focus areas, driving key company initiatives, professional development of your team, and representing our executive team in customer meetings. To do this, you will need to be very comfortable working cross-functionally, making data-driven decisions, embracing digital customer success, and providing clear and decisive guidance to your team.

*Visa sponsorship is NOT available at this time

What You’ll Do:

• Build a High-Performance Team: Recruit, develop, and inspire a world-class customer success team aligned with FloQast’s mission and values.
• Excel in customer-facing situations: Add an executive presence to meetings. You are not afraid to get your hands dirty to grow and save customers.
• Scale Customer Success: Develop and implement scalable strategies to deliver exceptional customer experiences across diverse customer segments and geographies.
• Optimize Customer Journey: Design and implement seamless customer journeys, leveraging data and feedback to identify opportunities for improvement.
• Drive Customer Advocacy: Cultivate a culture of customer advocacy and create a robust referenceable customer base one success at a time.
• Collaborate Cross-Functionally: Partner closely with sales, marketing, product, and support teams to ensure alignment and optimize the customer experience.
• Data-Driven Decision Making: Leverage customer data and metrics to measure performance, identify trends, and inform strategic decisions.
• Lead decisively: Manage the team to clear, metric-driven quarterly deliverables that showcase customer growth, trends, retention, and product/industry maturity.

What You’ll Bring

• Leadership: Proven ability to inspire and motivate teams, build a strong customer-centric culture, and drive results.
• Customer Focus: Demonstrated success in building deep customer relationships and delivering value-driven solutions.
• Industry Expertise: Strong understanding of the accounting and finance industry, with a preference for experience working with CFOs, controllers, and CAOs.
• Strategic Thinking: Ability to develop and execute a comprehensive customer success strategy aligned with business objectives.
• Operational Excellence: Experience in implementing efficient processes and leveraging technology to optimize customer operations.
• Data-Driven Approach: Proficiency in using data to measure performance, identify trends, and inform decision-making.
• Customer segmentation: You have built successful strategies based on multi-segment, multi-product, multi-region.
• Experience: 6+ years as a Director or VP of Customer Success, i growing global SaaS organizations serving both Mid-market and Enterprise customers at scale.

#LI-MP1

#BI-Remote

The base pay range for this position is $240,000- $300,000. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, Unlimited Vacation, and participation in our Employee Stock Program.

FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company’s discretion to determine what pay is provided to a candidate within the range associated with the role. 

Customer Care Associate

Hippo Education is on a mission to create practice-changing education that empowers the people of medicine to learn, grow, and thrive. We’ve designed our resources to be as engaging and motivating as they are educational, helping clinicians stay connected to what matters most in patient care. Our on-demand platforms ensure flexibility with clinicians’ busy schedules, and we work hard to bridge the gap between theoretical knowledge and practical application.

Our fun-loving crew creates exceptional medical education across different specialties and formats, from video bootcamps to podcasts to board prep and more. We’re a team of over 70 and work remotely across the U.S. Hippo’s a fantastic place to work, and we’re genuinely proud of the impact we have on clinicians and their patients.

As a Customer Care Associate, you will act as the face of the company and work directly with our customers to ensure all of their questions are answered in a comprehensive and timely manner. At Hippo we value our customers and the customer experience more than our bottom line. To be successful in this role, you will need to be an enthusiastic, well-spoken ambassador that genuinely looks out for the interests of our customers.

The Job

Key Responsibilities:

• – Respond to incoming customer inquiries via email, live chat and phone calls
• – Work with the customer care team to identify bugs and escalate appropriately
• – Pass along customer feedback to internal teams
• – Assist with side projects as needed

Key Attributes:

• – Strong verbal and written communication skills
• – A self-starter with problem-solving ability, analytical skills, and business judgment
• – Ability to learn and apply product knowledge to interactions with customers
• – Skilled in time management and multitasking with attention to detail
• – An innate desire to help people

Details

– 2+ years of experience in a customer support role

• – Familiarity with Hubspot or other CRMs a plus
• – English: Fluent
• – Salary: $40,000 – 50,000
• – Full-time, 40 hours/week
• – Fully remote
• – Paid vacation
• – 401(k) match, health, vision and dental insurance
• – Hippo practices a healthy work-life balance and offers flexibility and reasonable hours
• – We are dedicated to supporting employees with professional growth and offer opportunities to learn new skills and training. 

Customer Care Specialist

Hireology

Remote

Full Time

Hireology’s technology empowers businesses to build their best teams. Over the last ten years, we’ve grown from a startup to a market-leading organization with over 165 team members, and we’ve created an award-winning culture that makes this company an amazing place to work.

We at Hireology are growing our Customer Success team! We are seeking a Customer Care Specialist to join our team. As a Customer Care Specialist, you will act as the liaison between our product and our customer base. This entry-level position will focus on ensuring order fulfillment runs seamlessly without our customers knowing the kind of craziness that can sometimes happen behind the scenes. This role is a great opportunity for a motivated individual to kick start their career in a fast paced, high-growth environment.

As a Customer Care Specialist you will be responsible for:

• Reactively responding to inbound customer support requests
• Process fulfillment orders in a timely manner
• Effectively and empathetically communicate with customers when inquiries about order status or issues arise
• Work with vendors to ensure our fulfillment operation runs smoothly
• Constantly innovating: identify ways we can be consistently delighting our customers
• Demonstrating commitment to our customer base through the highest level of responsiveness

So what kind of person are we looking for in this role? We have a pretty unique culture here at Hireology, and the person who will be successful in this role will be:

• Results-Driven: Must have a proven record of driving results in high-growth companies and must have an inner drive to succeed. You will have a desire to want to grow professionally and progress in your career.
• Customer-Oriented: A successful Customer Care Specialist has outstanding customer relationship capabilities, interpersonal and communication skills
• Task-Driven: A successful Customer Care Specialist will enjoy working off a to-do list and will be motivated to complete tasks on time
• You Are Eager to Learn: Our product suite, the industries you sell into, recruitment & hiring best practices, and how our solution solves for customer pain points.
• Metrics-Driven: We’re passionate about data and trends. While achieving your monthly and quarterly goals, you can make a plan and stick to it. You ask for help when you need it. And you take accountability.

Okay, we’ve laid out what the job is – now are you qualified? Below are the minimum qualifications we’re looking for in a Customer Care Specialist.

• Strong written and oral communication skills. As a Customer Care Specialist, you’ll be the voice of Hireology to our customer base; we want that voice to be professional, concise and thoughtful
• A Bachelor’s degree or equivalent experience
• A strong desire to succeed alongside a passion for delighting customers
• Experience in sales, customer success or account management is preferred
• Must be extremely detail oriented and customer-centric

So what can you expect after you apply? You will:

• Have a phone conversation with someone on our Recruiting team. This is a high-level conversation about you, but also a good opportunity for you to learn more about us.
• Meet with our Customer Success team to discuss how you would make an impact in this role.
• Take a strategic critical thinking assessment that determines how we can develop you at Hireology.
• Provide us with some references. We use our automated reference check system for this, so you just give us some names, they fill out a survey, and we are all set.
• Speak with a Senior Manager on the Customer Success team. This will be an opportunity for us to get an idea of how you got to where you are, and if where you want to go lines up with where we are going.

Hireology is committed to equal employment opportunities regardless of race, color, genetic information, creed, religion, sex, sexual orientation, gender identity, national origin, age, marital status, disability status or protected veteran status, or any other category protected under the law. All employment decisions are solely based on business needs, job requirements, and individual qualifications. We support an inclusive workplace where Hireologists excel based on personal merit, qualifications, experience, ability, and job performance. 

Billing Customer Care Specialist II

Location Remote, United States of America Job Id 334880

About Lumen

Lumen connects the world. We are igniting business growth by connecting people, data and applications – quickly, securely, and effortlessly. Together, we are building a culture and company from the people up – committed to teamwork, trust and transparency. People power progress.

Lumen’s commitment to workplace inclusion and employee support shines bright. We’ve made the Newsweek 2024 Greatest Workplaces for Diversity list and achieved a perfect score of 100 on the Human Rights Campaign Corporate Equality Index (CEI) for the fifth consecutive year. Plus, we’re the top employer in the communications and telecom industry, ranking 12th overall across all industries in The American Opportunity Index.

We’re looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.

The Role

Acts as the principal billing care specialist for our customer base. Analyzes and resolves billing disputes and/or collection related issues for customers. Recommends solutions and follows through to achieve resolution for the customer. Works cross functionally with our billing, collections, sales, service delivery, base management, customer success and other teams to correct invoices, and/or collect payments and improve the customer experience. This position will require both written and verbal communication skills with internal and external customers. Able to work independently & perform duties with minimal management support. Ability to train peers and assist with special projects. Interacts positively and inclusively in team meetings and/or team projects.

Demonstrates a bias for action and a sense of urgency; sets goals and makes clear commitments to deliver results and meet deadlines; manages conflicting priorities; deals effectively and promptly with problems; maintains momentum and recovers quickly from setbacks.

Work Location

This is a fully remote position open to candidates based anywhere in the U.S.

The Main Responsibilities

• Resolve billing and/or collections related issues for business customers and contact customers via the phone and email to provide status.
• Update billing and/or collection tickets upon receipt within 24 hours and notes ticket every 5 business days with next steps until the issue is resolved.
• Ability to manage ticket and/or collection queue to meet expected metrics set.
• Must have the ability to analytically problem solve using a variety of ordering and systems.
• Ability to adapt to a constantly changing environment.
• Collaborate with the customer, collectors, sales/base management teams, customer success, and other internal departments to resolve billing and/or collection related issues within the customer’s established service level agreements.
• Works to determine when an adjustment is appropriate for a customer by providing documentation to support the decision. Works with manager or senior staff members on complex billing and/or collection issues, or non-routine issues.
• Provides status to billing and/or collection management on aged tickets and other reports as requested.
• Perfect the customer experience by providing excellent service on every interaction (phone calls, emails, meetings, conference calls, etc.)
• Understand and act in accordance with each customer contract, statute, or regulatory tariff. This includes understanding how to address different types of payment terms, dispute timeframes, etc.
• May manage an assigned account base on request.
• Conflict resolution with minimal management assistance. Uses judgement to pursue exceptions.
• SME in a variety of billing systems, products, ticket types, and is well versed in various processes to resolve disputes and/or collections.
• Ability to exercise independent judgement when reviewing disputes and/or collections issues.
• Provides feedback and ideas on continuous process improvement.
• Works on more complex billing and/or collection issues, testing, and special projects.
• Demonstrates the ability to lead and conduct conference calls with our internal and external customers.
• Train, coach, mentor peers as needed.

What We Look For in a Candidate

Minimum Qualifications:

• Must be knowledgeable with MS Office Suite, primarily Microsoft Excel
• Excellent analytical, communication (verbal and written) and organizational skills
• Ability to prioritize issues in a timely, efficient manner, and manage a cyclical workload
• Ability to understand and utilize multiple systems for billing and/or collections and dispute management
• Good listening skills are necessary for consultative billing, collections, and to negotiate solutions that benefit the company and the customer
• Good customer service focus and experience
• Must be proactive, detailed orientated, and work in a fast-paced environment
• Must be able to build relationships with customers and communicate effectively

Preferred Qualifications:

• Associate degree
• Field Of Study: Business, Finance or similar
• 2 – 4 years’ experience in a billing and/or collections environment

Compensation

The starting salary for this role differs based on the employee’s primary work location. Employees typically do not start at the top of the range, though compensation depends on each individual’s qualifications.

Location Based Pay Ranges

$44532 – $59375 in these states: AR, ID, KY, LA, ME, MS, NE, SC, and SD.
$46800 – $62500 in these states: AZ, AL, FL, GA, IN, IA, KS, MO, MT, NM, ND, OH, OK, PA, TN, UT, VT, WV, WI, and WY.
$49219 – $65625 in these states: CO, HI, MI, MN, NV, NH, NC, OR, and RI.
$51563 – $68750 in these states: AK, CA, CT, DE, DC, IL, MD, MA, NJ, NY, TX, VA, and WA.

As with the pay range variety that’s based on the region of a country, specific offers are determined by various factors such as experience, education, skills, certifications and other business needs.

Requisition #: 334880

Background Screening

If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page. Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Equal Employment Opportunities

We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, “protected statuses”). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.

Disclaimer

The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.

Salary Range

Salary Min :

44532

Salary Max :

68750

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.

This position is eligible for either short-term incentives or sales compensation. Director and VP positions also are eligible for long-term incentive. To learn more about our bonus structure, you can view additional information here. We’re able to answer any additional questions you may have as you move through the selection process.

As part of our comprehensive benefits package, Lumen offers a broad range of Health, Life, Voluntary Lifestyle and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing. You can learn more by clicking here.

Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.

Note: For union-represented postings, wage rates and ranges are governed by applicable collective bargaining agreement provisions.
 

Customer Service Representative

locations

Remote – US

time type

Full time

job requisition id

JR100943

TruBridge, a leading software company in the healthcare field, is seeking applicants for our Healthcare Service Specialist team. If you are looking for an exciting career in an everchanging industry, then TruBridge is the place for you.

This position is responsible for assisting patients with questions regarding medical statements and processing payments through incoming and outgoing calls while maintaining a professional level of customer service. This is not a hard collections agency and no sales quotas to meet.

Multiple Shifts Available: 9:00AM-6:00PM, 11:00AM to 8:00PM, 1:00PM-10:00PM Central Time and 8:30AM-5:00PM Pacific Time

Full time Differential for evening shift. No Overnight or Weekends.

Essential Duties and Responsibilities:

• Makes outbound courtesy calls to patients to ensure they are receiving their statements, answer any questions about their account(s) and reach a payment resolution against their account(s)
• Receive incoming calls from patients to answer their questions and reaches payment resolution against their account(s)
• Responsible for consistently meeting production and quality assurance standards
• Process credit card payments accurately against the patient’s account(s)
• Maintain quality customer service by following company policies and procedures as well as policies and procedures specific to each customer
• Protect customer information by keeping all information confidential
• Updates job knowledge by participating in educational opportunities
• Document and update patient accounts with
• Able to work in a fast-paced environment
• Communicate effectively and consistently within team

Minimum Requirements:

Education/Experience/Certification Requirements

• Excellent communication (written and oral) and interpersonal skills.
• Strong organizational, multi-tasking, and time-management skills.
• Must be detail oriented and able to follow through on issues to resolution.
• Must be able to act both independently and as a team member.
• High School Diploma or equivalent combination of education and relevant experience needed.
• One year or more providing customer service support over the phone in remote setting.
• Experience working in a high volume call center setting (x calls per hour)
• Experience with healthcare terminology

Preferred Qualifications:

• Experience working in a chat que

Education:

• High school or equivalent (Preferred)
• Paid Differential for Spanish Speaking Bilingual Agents

Why Should You Join Our Team?

• 3 weeks paid Training
• Earn time off starting on Day 1
• 10 Company Paid Holidays
• Medical, Dental and Vision Insurance
• Company Paid Life and AD&D Insurance
• Company Paid Short-Term Disability Insurance
• Voluntary Long-Term Disability, Accident insurance, ID Theft Insurance,
• Paid Parental Leave
• Flexible Spending or Healthcare Savings Accounts
• 401K Retirement Plan with competitive employer match
• Casual Dress Code
• Advancement Opportunities to grow within the company 

Title: Vice President Customer Success (Accounting Success)

Location: Remote

Type: Full-time

Workplace: remote

Category: Customer Success Leadership

Job Description:

FloQast seeks a dynamic Vice President of Accounting Success to lead our global team in delivering exceptional customer experiences and driving product adoption.

As the VP of Accounting Success, you will oversee teams of Accounting Success Managers (ASMs) responsible for cultivating customer satisfaction, loyalty, and growth. This is a global role requiring leadership across multiple continents and customer segments.

Accounting Success Managers (our version of Customer Success Managers) are focused on establishing well-adopted and referenceable customers one success at a time which requires both established frameworks and creative thinking. In this global role you will manage teams on three continents and across all segments within our customer base.

You will be responsible for helping ASMs prioritize their focus areas, driving key company initiatives, professional development of your team, and representing our executive team in customer meetings. To do this, you will need to be very comfortable working cross-functionally, making data-driven decisions, embracing digital customer success, and providing clear and decisive guidance to your team.

*Visa sponsorship is NOT available at this time

What You’ll Do:

• Build a High-Performance Team: Recruit, develop, and inspire a world-class customer success team aligned with FloQast’s mission and values.
• Excel in customer-facing situations: Add an executive presence to meetings. You are not afraid to get your hands dirty to grow and save customers.
• Scale Customer Success: Develop and implement scalable strategies to deliver exceptional customer experiences across diverse customer segments and geographies.
• Optimize Customer Journey: Design and implement seamless customer journeys, leveraging data and feedback to identify opportunities for improvement.
• Drive Customer Advocacy: Cultivate a culture of customer advocacy and create a robust referenceable customer base one success at a time.
• Collaborate Cross-Functionally: Partner closely with sales, marketing, product, and support teams to ensure alignment and optimize the customer experience.
• Data-Driven Decision Making: Leverage customer data and metrics to measure performance, identify trends, and inform strategic decisions.
• Lead decisively: Manage the team to clear, metric-driven quarterly deliverables that showcase customer growth, trends, retention, and product/industry maturity.

What You’ll Bring

• Leadership: Proven ability to inspire and motivate teams, build a strong customer-centric culture, and drive results.
• Customer Focus: Demonstrated success in building deep customer relationships and delivering value-driven solutions.
• Industry Expertise: Strong understanding of the accounting and finance industry, with a preference for experience working with CFOs, controllers, and CAOs.
• Strategic Thinking: Ability to develop and execute a comprehensive customer success strategy aligned with business objectives.
• Operational Excellence: Experience in implementing efficient processes and leveraging technology to optimize customer operations.
• Data-Driven Approach: Proficiency in using data to measure performance, identify trends, and inform decision-making.
• Customer segmentation: You have built successful strategies based on multi-segment, multi-product, multi-region.
• Experience: 6+ years as a Director or VP of Customer Success, i growing global SaaS organizations serving both Mid-market and Enterprise customers at scale.

#LI-MP1

#BI-Remote

The base pay range for this position is $240,000- $300,000. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, Unlimited Vacation, and participation in our Employee Stock Program.

FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company’s discretion to determine what pay is provided to a candidate within the range associated with the role. 

Customer Support Operations Lead

Remote (USA)

CRAFT MEETS COMFORT. At Resident, we believe your living space shouldn’t just look good, it should feel good. That’s why we’ve created a house of brands that focuses on quality materials, timeless style, and most importantly, comfort. Our current brands include the award-winning Nectar, DreamCloud, Awara, and Siena products and we continue to invest in new categories to broaden our offering and address our customers’ needs.

Since our inception in 2017, Resident has become one of the fastest growing, scaled, and profitable omnichannel retailers in North America. We are a disruptor in the broader home furnishings category underpinned by deep and proven expertise in data science & analytics, performance marketing, and e-commerce technology. As our business continues to grow, we are focused on building world-class retail, finance, operations, logistics, data science, performance marketing, and customer success-driven teams that thrive in a modern work environment.

At Resident, our staff is dedicated to the values of Excellence, Customer Love, Big Thinking, Inclusivity, and Forward Momentum.

To be considered for this remote opportunity, you must reside and be authorized to work within the United States. You must be able to work a flexible schedule, which includes industry standard retail holidays.

About the Role: This crucial position merges analytical skills with performance oversight to manage and improve the efficiency and effectiveness of our internal and BPO customer support functions. The ideal candidate will own and be entrusted with significant responsibilities, including data analysis, performance oversight, and strategic reporting. They will analyze customer support and performance metrics, identify key trends, audit processes, and recommend areas for improvement – all with the goal of optimizing our customer support operations.

Key Responsibilities:

• Exercise independent judgment and discretion in overseeing and evaluating key performance metrics, including contact center metrics and team KPIs, to ensure strategic objectives are met.
• Collaborating closely with the customer support supervisor and BPO senior lead to ensure alignment on customer support metrics, key performance indicators (KPIs), and quality standards.
• Conduct and critically assess daily audits of customer support interactions and processes, using discretion to identify and address significant issues.
• Analyze complex data to discern trends, inefficiencies, and areas for improvement, making informed decisions to guide strategic initiatives.
• Working with BPO channel leads to ensure desired outcomes are being achieved, using discretion to adjust strategies and drive continuous improvement.
• Apply sound judgment in managing support channels, providing targeted coaching and addressing areas of concern within the BPO team.
• Create spreadsheets and dashboards and present findings and strategic recommendations to the customer support supervisor while influencing decision-making and organizational direction.
• Lead the rollout of initiatives and projects cascaded from the support supervisor, influencing decision-making and organizational direction.
• Resolve high priority emails, customer issues, and agent escalations, making critical decisions based on each matter.
• Create and maintain detailed documentation of customer support processes, ensuring that procedures are clear, consistent, and aligned with strategic priorities.
• Use discretion in balancing high-level data management tasks with direct support interactions, prioritizing based on the significance and urgency of company needs.

Additional Responsibilities:

• Collaborate with cross-functional teams, developing and executing strategies for real-time issue resolution.
• Assist with training and special assignments delegated by the Supervisor/Manager.
• Discuss and implement action plans to improve the overall performance of the entire team.

Qualifications/Skills:

• 2-3 years of proven experience in a customer support or call center environment
• Associate’s degree, preferred
• Experience working in a fast-paced or start-up environment, preferred
• Ability to work autonomously and manage time and priorities effectively
• Knowledge of the mattress and or retail industry, preferred
• Experience working with cross functional partners
• Experience in data analysis, preferably in a customer support or call center setting.
• Strong analytical skills and experience with performance metrics.
• Proficient using Slack, G-Suite and reporting systems such as Looker and Five9
• Experienced in creating spreadsheets and dashboards and telling the story behind the data.
• Demonstrated experience in effectively managing and resolving escalated situations, ensuring customer satisfaction
• Proven ability to make sound decisions in high-pressure scenarios, addressing customer concerns promptly and finding resolutions that align with company policies
• Must be able to lift up to 15 pounds to handle computer equipment

What We Offer:(subject to eligibility requirements)

• Remote-first workplace (since 2016!)
• Competitive pay.
• Health, Vision & Dental Insurance.
• HSA company contributions.
• 401K with a company match component.
• Generous Paid Time Off.
• Wellness benefits.
• WFH office and cell phone/internet stipend.
• A FREE MATTRESS plus an awesome Friends and Family discount!

If you reside in a state or location where pay transparency laws or regulations have been adopted, please read the following: The hourly pay for this position is $20.80 – $28.00. We carefully consider a wide range of compensation factors, including your background, skills, qualifications, experience, geographic location and other non-discriminatory factors. These considerations can cause your compensation to vary. Additionally, this role might be eligible for discretionary bonuses or commission payments]. For more information regarding the pay range applicable for this position, please contact us at People@residenthome.com

We are proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, ancestry, sex, religion, gender, gender identity or expression, sexual orientation, marital status, national origin, citizenship, genetics, disability, age, veteran status or other characteristics.

Resident is proud to be a Remote-first company and maintains policies to support our unique flexible work location culture. However, there are a few important parameters to our work-from-home-culture: While we currently employ Residents in over 30 US states and 3 countries, if you are hired, you may be restricted to working from the state or country in which you currently reside, unless the state or country to which you plan to relocate is one in which we already operate and no other restrictions apply to the role. As with anything, we encourage an open dialogue about your current location and potential desired relocation during the interview process and upon hire, if applicable, and the extent any other restrictions apply to a particular role. We reserve the right to deny relocation requests post-hire for any reason.

Resident Home participates in E-Verify. 

Customer Service Representative – Remote

USA • Remote

ID: 8333

Job Description

Do you enjoy helping people with acquiring their financial freedom? If yes, then Symetra has an exciting opportunity for you to join our team as a Customer Service Representative!

About the role

Responsible for providing inbound/outbound telephone support to our customers and agents. Assists with requests both written and verbal. Is proficient in servicing all product types, with consistently increasing transaction knowledge.

What you’ll do in this role

• Answer incoming phone calls from agents and customers, assisting with a variety of inquiries, including status on pending new business applications and pending in-force transactions, assisting with specific in-force policy questions, product information, information on rates, and service issue resolution.
• Requires a working knowledge of processes and procedures for New Business, Claims, and In-force Back Office, navigating multiple administrative systems.
• Required to document detailed and concise notes on all interactions. -60% ILD CS -90% RD CS
• Train and assist Associate CSRs. -10% ILD CS -10% RD CS
• Process and maintain department SLAs by processing progressively more complex transactions and servicing customer requests with a sense of urgency and accuracy.
• Perform additional tasks at the request of management. -30% ILD CS
  30%

Benefits and Perks

We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.

• Flexible full-time or hybrid telecommuting arrangements
• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Give back to your community and double your impact through our company matching
• Want more details? Check out our Symetra Benefits Overviewopens a pdf file

Compensation

Hourly Salary Range: $21.00- $31.96 plus eligibility for annual bonus program

Who you are

• Associate CSR skills, plus: proficient written and verbal communication skills.
• Strong multi-tasker and adept at using tools and resources available.
• Proactive with customer, anticipating needs.
• Ability to show empathy and ability to mentor new hires.
• High school education or equivalent experience.
• 6 months to a year experience working as an Associate CSR or equivalent experience.

We empower inclusion.

At Symetra, we aspire to be the most inclusive insurance company in the country we’re building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers.

We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.

Creating a world where more people have access to financial freedom.

Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we’re guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they’re buying, and we design products—and operate our company—to stand the test of time. We’re committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.

For more information about our careers visit:

https://symetra.eightfold.ai/careers

Work Authorization

Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.

#LI-OR1

#LI-Remote 

Title: Customer Order Specialist Supervisor – Durable Medical Equipment

Location: Remote Remote US

Job Description:

The Kestra team has over 400 years of experience in the external and internal cardiac medical device markets. The company was founded in 2014 by industry leaders inspired by the opportunity to unite modern wearable technologies with proven device therapies. Kestra’s solutions combine high quality and technical performance with a wearable design that provides the greatest regard for patient comfort and dignity. Innovating versatile new ways to deliver care, Kestra is helping patients, and their care teams harmoniously monitor, manage, and protect life.

The Durable Medical Equipment (DME) Customer Order Specialist Supervisor is responsible for supervising the day-to-day operations for the Order Processing Team by supporting the order processing needs of customers, patients, and field sales personnel via fax, phone, email, and chatter. A primary focus in supervising the Customer Order Specialists (COSs), is ensuring customer service is at the forefront of everything they do, whilst ensuring strict standards and the timeframes as promised to the customer are achieved. You will be the escalated point of contact for any issues, so you must be happy with being a keen problem solver and trainer. As a team supervisor, you will be responsible for driving a culture of inclusion and engagement through regular team meetings and 1:1s and team building activities.

This role regularly communicates with field sales personnel, patients, health care providers, health Insurance (payor) representatives and referral sources as it relates to competently and efficiently requesting and obtaining payor prior authorizations on behalf of patients in a friendly, caring, and professional manner. Frequently, this position discusses insurance benefits, out-of-pocket costs, deductibles, and payment methods with patients. This role helps train Customer Order Specialists in these duties.

ESSENTIAL DUTIES:

• Supervise regional COS team(s) as assigned by Manager, including scheduling work shifts to effectively cover the needs of Kestra customers
• Participate in hiring, training, and coaching
• Conduct performance evaluations of COSs
• Perform COS duties as needed
• Ensure accurate intake and processing of orders
• Serve as escalation contact for regional order-related issues
• Facilitate the entirety of the order process to ensure efficiency and effectiveness
• Help troubleshoot order processing concerns
• Make sure the teams KPI’s are achieved
• Listen to COS calls to patients and payers
• Attend and participate in Order Processing Leadership meetings as needed
• Coordinate with sales representatives, physician’s office, and applicable internal/external personnel regarding medical records and information needed to obtain pre-authorization and benefits upon intake of new patient referrals. Confirm medical records meet medical necessity based on applicable insurance guidelines. Promptly follow-up on patient referrals, physician prescriptions and/or physician work orders
• Verify eligibility and benefits of patient health insurance specific to Durable Medical Equipment (DME) by contacting insurance companies by phone, accessing insurance website portals, and utilizing Kestra’s medical billing software. Responsible for verification of active coverage, deductibles, accumulations, coinsurance, and pre-authorization requirements
• Initiate, track, and complete pre-authorizations requests, including notifying applicable parties of the determination. Assist with appeals for Prior Authorization denials
• Upon authorization, place orders for Durable Medical Equipment, notify, and dispatch patient product fitters
• Perform data entry into medical billing software and other software (Salesforce) including patient demographics, prescribing physician’s information, insurance payor information, HCPCS procedure codes, ICD-10 diagnosis codes, etc.
• Collaborate with the Billing Team as necessary and as directed by the Order Processing Manager to help facilitate the submission of claims to payers
• Regularly communicate with patients to discuss their insurance benefits, out-of-pocket costs, and product payment arrangements
• Escalate issues within insurance carriers when not able to obtain reasonable information
• Answer incoming phone calls to office and route messages accordingly
• Routinely export/import data from one software to another software
• Create forms through auto-populating data into custom fields
• Accurately complete forms/applications and send out to applicable destination
• Be aware of and adapt to changes in medical regulations and processes
• Participate in on-call and off hours coverage. Hours on-call and worked may include evenings, weekends, and holidays.
• Adhere to Pledge of Confidentiality
• Information regarding a patient of this company shall not be released to any source outside of this company without the signed permission of the patient. Furthermore, information will only be released internally on a need-to-know basis. All Team Members will not discuss patient cases outside the office or with anyone not employed by this company unless they’re directly involved with the patient’s case.

Requirements

COMPETENCIES:

• Passion: Contagious excitement about the company – sense of urgency. Commitment to continuous improvement.
• Integrity: Commitment, accountability, and dedication to the highest ethical standards.
• Collaboration/Teamwork: Inclusion of Team Member regardless of geography, position, and productor service.
• Action/Results: High energy, decisive planning, timely execution.
• Innovation: Generation of new ideas from original thinking.
• Customer Focus: Exceed customer expectations, quality of products, services, and experience always present of mind.
• Emotional Intelligence: Recognizes, understands, manages one’s own emotions and is able to influence others. A critical skill for pressure situations.
• Accuracy: Perform detailed notetaking on pertinent information e.g., reference #s, dates, spelling of names, ID#s, phone #s, email addresses
• Empathy: Exercise exceptional patience when communicating with patients and customers

QUALIFICATIONS

• Education/Experience Required:
• High School Diploma or GED
• Two (2) or more years managing or supervising an order processing team
• Three (3) or more years processing DME orders/prescriptions
• Three (3) or more years of experience with Insurance verifications, which include gathering prior authorization required documents and submitting/following-up prior authorizations requests to payors
• Three (3) or more years of direct experience using payor portals and having to call payers to conduct insurance verification
• Consistently detail-oriented and thorough
• Advanced written and verbal communication skills, to include excellent grammar
• Advanced reading and comprehension abilities
• Advanced analytical skills and detail-oriented
• Advanced multi-tasking skills
• Advanced organizational and prioritization skills, with strong ability to meet strict deadlines
• Proficient typing skills
• Proficient with Microsoft Word, Microsoft Outlook, Adobe Acrobat, general internet research, and beginner knowledge of Microsoft Excel
• Familiarity with PDF editing

Preferred:

• Experience with HCPCS procedure codes and ICD-10 codes
• Experience processing Orders for Wearable Cardioverter Defibrillators or other Cardiac DME devices

WORK ENVIRONMENT:

• Remote, yet fast paced work environment
• Noise level typical of an open office environment
• Kestra manufactures and provides life-saving products regulated by the Federal Food and Drug Administration and under contract with Medicare. Kestra maintains a drug free workplace and testing is a condition of employment.
• PHYISCAL DEMANDS:
• Frequent repetitive motions that may include wrists, hands and/or fingers, such as keyboard and mouse usage
• Frequent stationary position, often sitting for prolonged periods of time
• Occasional bending and stooping
• Occasional lifting up to 20 pounds

TRAVEL:

Occasional travel, less than 10%

OTHER DUTIES:

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the Team Member. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.

Benefits

Kestra offers a very competitive benefit package including Medical, Dental, 401K with Match, etc.

Pay equity is an important part of Kestra’s Culture. Our compensation ranges are guided by national and local salary surveys and take into consideration experience level and internal equity. Each role is benchmarked based on the job description provided. If your qualifications and/or experience level are outside of the posted position, we encourage you to apply as we are growing fast and roles that are coming soon may not be posted.

Salary: $80,000 – $90,000

Kestra Medical Technologies is an equal opportunity employer. Kestra Medical Technologies does not discriminate on the basis of race, color, religion, national origin, veteran status, disability, age, sexual orientation, gender identity and/or expression, marital status, or any other characteristic protected by law.

We are unable to sponsor or take over sponsorship of employment visas at this time. Applicants must be eligible to work for any employer in the U.S.

Kestra manufactures and provides life-saving products regulated by the Federal Food and Drug Administration and under contract with Medicare. Kestra maintains a drug free workplace and testing is a condition of employment. 

Title: Customer Support Analyst

Location:

Idaho, United States

Nevada, United States

Oregon, United States

Illinois, United States

Oklahoma, United States

View Fewer Locations

locations

Georgia, United States

Texas, United States

Tennessee, United States

Massachusetts, United States

North Carolina, United States

Maine, United States

Job Description:

Agency Software is looking for a motivated and dependable individual to join our top-tier support team. As a Customer Support Representative, you will provide application support to our customers, sales staff, and team members, ensuring a positive experience for all. This full-time position offers excellent benefits, job stability, and opportunities for growth within our company.

This can be an in-office role or a remote role in the US. We will entertain a fully remote candidate with willingness to travel onsite on occasion with higher consideration given to local candidates.

Key Responsibilities:

• Handle support calls, assisting customers with computer or software issues.
• Report and document program issues and potential solutions to developers.
• Manage timely responses to problems to ensure customer satisfaction and minimize downtime.
• Share call experiences with developers and team members to enhance overall department knowledge and customer experience.
• Support client retention efforts and participate in client implementations and trainings
• Exercise sound professional judgment in analyzing software issues.

What We’re Looking For:

• Friendly, professional, and dependable individuals eager to learn and provide excellent customer service.
• Adaptability with software, particularly Microsoft products.
• Technical ability to support various call types (program functionality, simple networking, printing/scanning, and general troubleshooting).
• Familiarity with accounting concepts and general bookkeeping practices to provide support for and training on the accounting portion of our software suite.
• Knowledge of the insurance industry is a bonus, as our customers are insurance agencies.

Benefits:

• 3 weeks’ vacation and 5 personal days.
• Comprehensive medical, dental, and vision coverage from day one.
• Employee stock ownership and RRSP/401k matching programs.
• Lifestyle rewards program.

About Us: Agency Software, Inc. (ASI), founded in 1988 in Hayden Lake, Idaho, focuses on developing software systems for agencies aiming to maximize efficiency while reducing errors and omissions exposure. We have an industry reputation for excellent support.

As a business unit of Harris Computer, Agency Software continues to nurture our small business culture while we enjoy the great things that Harris brings: a set of rock-solid values, ample learning and growth opportunities, and the framework to becoming an enduring organization. 

COMPENSATION
• Health insurance that covers you globally so you can live wherever you like safely.
• Bonuses for great work, or "thinking out of the box", or going the extra mile.
• The compensation is a combination of hourly rate + bonuses + corporate ownership. We benchmark the compensation to be moderately above a candidate's local pay rates, based on a Google search of “salary" for this job in the applicant's local country.
• We are always on the lookout for brilliant, self-driven people whom colleagues enjoy working with. If hired, you'll have the right to refer friends to the company as we seek to fill positions.

ABOUT US: We are a fast growing American company with remote staff around the world. We are dedicated to ensuring our teams are filled with A Players. Here you'll be surrounded by great people who lift each other to new levels of achievement. Monthly personal development sessions, growing skill sets, and a whole lot of encouragement and creative thinking are all components of working here. The atmosphere is intensely productive and growth-oriented. We are purpose-driven, socially conscious, and passionate about improving the communities we serve.

JOB DESCRIPTION: The work will be diverse and interesting. It will include talking on the phone with customers, company partners, and job applicants, writing emails with persuasive effective English. When there is trust and dependability and evolving abilities, staff can become integral to an organization. That's what we're hoping for here. We are also hiring both full time and part time staff in other positions: 1) blog writing and backlink building with use of SEMRush.com, 2) a recruitment assistant, 3) Ad writer. If you are skilled in those fields and customer service, you can wear multiple hats so that your work has fun variety.

Work Experience required
• ≥ 4 years experience as a customer service agent who answered phone calls from customers.

Skills required
• Fluent English in oral conversation and writing.

Logistics required
• Work at least 35-40 hours per week
• To enable collaboration, 4 hours of your office hours should occur during your choice from 9am-10pm ET.

Other requirements
• Bachelors or masters degree with a grade point average of at least B+. In a later phase of interviews, we’ll ask for your official list of university courses and grades, which you can obtain from your university.
• We require someone who can work with us for at least 1 year. This is for a long-term, employee role.
• Consistently reliable internet connection.
• Loves being productive.

Note: We are hiring both managers and non-managers in the department. 

Dandy is transforming the massive ($200B) but antiquated dental industry. Backed by some of the world's leading venture capital investors, we are on an ambitious mission to integrate and simplify every function of the dental practice through technology. By building the operating system for every dental office in America, Dandy is empowering dentists with technology, innovation, and world-class support to achieve more for their practice, their people, and their patients.

About the Role

Dandy is hiring a Customer Experience Capacity Facilitator to join our rapidly growing venture-backed company. The Customer Experience team delivers best in class dental technical knowledge and customer service in a timely manner. In this role, you’ll help facilitate, schedule, and plan the operation for all of our Customer Experience teams.

What You'll Do

Gain an in-depth understanding of all customer service department's processes and functions. Identify key variables that influence capacity, then develop and suggest changes for enhancing workflow optimization.

Manage day-to-day capacity operations including scheduling and staffing.Implementing necessary changes smoothly and managing change effectively.

Communicate with supervisors and managers about any scheduling gaps, conflicts or changes that need to be implemented.

Responsible for weekly staffing and headcount allocation planning decisions based on analyzing volume and demand data.

Maintain, refine and/or improve operational tooling to meet customer expectations.

What We're Looking For

3+ years of capacity management experience required, preferably within a customer support function.

Skilled at learning an operations strengths, identifying and communicating areas of opportunity

Ability to prioritize tasks and delegate when appropriate across multiple systems/tooling

Desire to work in a high-velocity, ambiguous, and business-critical environment.

Adapts to change quickly and easily and performs effectively during times of change; demonstrates the ability to multi-task and manages competing priorities effectively

Builds respectful and effective working relationships; collaborates with others to achieve common goals

Conveys information clearly and concisely, both verbally and in writing; adjusts communication to meet the needs of the audience

Basic understanding of CRM Tech platforms and tooling, with the ability to learn new platforms quickly.

Familiarity with balancing state regulations and capacity demands.

Req ID: J-300

We offer a wide range of best in class, comprehensive and inclusive employee benefits including healthcare, dental, parental planning, mental health benefits, a 401(k) plan, and paid time off.

Dandy is proud to be an equal-opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity to win as one. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, citizenship or immigration status, or any other legally protected characteristics.

Dandy also fully complies with the Americans with Disabilities Act (ADA). We are dedicated to embracing challenges and creating an accessible, inclusive workplace for all individuals. If you require any accommodations for your interview or have any questions beforehand, rest assured that we will move at Dandy speed and do everything in our power to meet your needs. 

About MindTales:

MindTales is a leading mental health platform dedicated to providing accessible, effective, and personalized mental wellness solutions. Our mission is to empower individuals to achieve better mental health and overall well-being through innovative technology and evidence-based practices.

Role Summary:

As a Customer Support Representative at MindTales, you will be the first point of contact for our users, providing exceptional support and guidance to ensure a positive and seamless experience with our platform. You will play a crucial role in maintaining customer satisfaction and loyalty by addressing inquiries, resolving issues, and providing information about our services and features.

Key Responsibilities:

Respond to customer inquiries via email, chat, and phone in a timely and professional manner.
Troubleshoot and resolve customer issues related to account setup, billing, platform navigation, and usage.
Provide information and guidance on MindTales' services, features, and best practices for mental wellness.
Collect and document customer feedback to improve the overall user experience and contribute to product development.
Collaborate with the technical support team to escalate and resolve technical issues.
Maintain up-to-date knowledge of MindTales' platform, services, and mental health trends to provide informed support.
Assist in creating and updating support materials, such as FAQs and user guides.

Requirements:

Proven experience in customer support, preferably in a tech or mental health-related field.
Excellent communication and interpersonal skills, with the ability to empathize and connect with customers.
Strong problem-solving abilities and a customer-centric mindset.
Proficiency in using customer support tools and platforms (e.g., Zendesk, Intercom).
Ability to work independently and as part of a team in a fast-paced environment.
Flexibility to work various shifts, including evenings and weekends, as needed.
A genuine interest in mental health and a commitment to promoting mental wellness.

Benefits:
Remote work flexibility.
Competitive salary and benefits package.
Opportunities for professional development and growth within the company.
A supportive and inclusive work culture focused on well-being and collaboration.
The chance to make a meaningful impact on people's lives by supporting their mental health journey. 

Customer Solutions Specialist

locations

Virtual US

time type

Full time

job requisition id

JR-017234

Customer Solutions Specialist/Virtual US

Who We Are

Solera is a global leader in data and software services that strives to transform every touchpoint of the vehicle lifecycle into a connected digital experience. In addition, we provide products and services to protect life’s other most important assets: our homes and digital identities. Today, Solera processes over 300 million digital transactions annually for approximately 235,000 partners and customers in more than 90 countries. Our 6,500 team members foster an uncommon, innovative culture and are dedicated to successfully bringing the future to bear today through cognitive answers, insights, algorithms and automation. For more information, please visit solera.com.

The Role

Customer Solution Specialists support the day-to-day implementation requirements of the risk management solutions that our clients leverage within their organizations. CSS agents support activities varying from questions around system login issues, providing clients with reports which monitor training completion rates, to researching potential bugs or malfunctions within our product suite. These agents learn how to navigate our enterprise client programs and connect drivers with the necessary information to complete required risk management activities. Agents should be critical thinkers, focused learners, and confident, professional communicators, entrusted with the most frequent opportunities to make our customers happy.

What You’ll Do

• Addresses driver and client inquiries and product related calls, emails and chats, both directly and through transfers from the Account Management team.
• Identifies user needs and strives ensure customers are proficient in eDriving tools, applying problem-solving and interpersonal skills.
• Conducts data entry, audits, reporting, and compliance related tasks in support of fleet accounts.
• Provides Product Management team with customer feedback on product issues and improvements needed.

What You’ll Bring

• The ability to manage a varied workload, with great organizational skills in managing multiple priorities.
• Clear and concise communication skill across all business settings including chat, email and over the phone.
• Excellent attention to detail and organization skills.
• Execute with a sense of urgency.
• Innate problem-solving skills.
• Ability to work as a member of a team as well as independently.
• Written and verbal multi-lingual communication skills highly preferred, may be required.

It is impossible to list every requirement for, or responsibility of, any position. Similarly, we cannot identify all the skills a position may require since job responsibilities and the Company’s needs may change over time. Therefore, the above job description is not comprehensive or exhaustive. The Company reserves the right to adjust, add to or eliminate any aspect of the above description. The Company also retains the right to require all employees to undertake additional or different job responsibilities when necessary to meet business needs.

EQUAL OPPORTUNITY EMPLOYER
SOLERA HOLDINGS, INC., AND ITS US SUBSIDIARIES (TOGETHER, SOLERA) IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. THE FIRM’S POLICY IS NOT TO DISCRIMINATE AGAINST ANY APPLICANT OR EMPLOYEE BASED ON RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION, OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW. THE FIRM ALSO PROHIBITS HARASSMENT OF APPLICANTS OR EMPLOYEES BASED ON ANY OF THESE PROTECTED CATEGORIES.