Customer Service Advisor
Customer Service Representative Job In Colorado Springs, CO
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
It is all about learning and growing.
Our Licensed Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month.
Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.
For new hires starting in February, March or April we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment.
We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix, San Antonio, Tampa and Colorado Springs office. This schedule may require working evenings up to 9:00PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month.
As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security.
What you'll do:
Facilitate the member experience by answering phone calls, emails, and other requests from members.
Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states.
Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs.
Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels.
Maintain required Property & Casualty (P&C) licenses and state registrations.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or GED equivalent
Currently active Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed
1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience
Ability to prioritize and multi-task, including navigating through multiple business applications
What sets you apart:
US military experience through military service or a military spouse/domestic partner
Prior experience in a fast-paced contact center environment
Compensation range: The hiring range for this position is: $46,370 - $50,300.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Financial Customer Service Professional
Customer Service Representative Job In Greenwood Village, CO
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
What you will do
Work in collaboration with a team of associates and launch your financial services career in our call center! New to the industry? No problem. Develop a solid foundation through our paid associate training program and receive continuous coaching for your role and career trajectory. Partner with our team and clients to:
Provide excellent service within our call center for our customers' retirement savings accounts
Educate and empower our customers without having to make cold calls or sales
Communicate critical plan updates and changes
Process contribution changes, loans, and withdrawals
Process general account changes upon direction from the customer
Receive the opportunity to train and study to obtain FINRA Series 6 & 63 licenses
What you will bring
Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday
Associates degree or higher AND at least one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience
Capability to work overtime as required based on business need
What will set you apart
Fluency in both English and Spanish
Financial Services or call center experience
FINRA series 6 and 63 or higher equivalent licensure
A passion for providing quality customer service
Desire to engage with customers over the phone
Capability to adapt communication style while servicing our diverse customer base
Attention to detail and ability to learn and apply financial industry policies, processes, and procedures
Required Minimum Internet Specifications:
To ensure you are set up for success, you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to attend training and work without interruption. Other necessary computer equipment, headset and training materials will be provided.
Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice quality
Associates are
required
to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality.
#PJCS
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
Base Salary Range
$37,000.00 - $50,950.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
04-15-2025
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Workplace Flexibility: Remote
Customer Experience Associate
Customer Service Representative Job In Denver, CO
At Paw Prosper, we're dedicated to helping pets stay healthy, recover quickly, and age gracefully. Our mission is to provide pet parents and industry experts with truly effective solutions for injury and aging challenges. We're seeking a passionate and tenacious Customer Experience Associate to be the voice of our company, directly assisting our valued retail customers and veterinary and professional partners through phone calls, emails, chats, and texts across a wide variety of product lines.
In this role, you'll be on the front lines, interacting with customers daily. You'll become an expert in our line of life-changing pet wellness, rehabilitation, and recovery products, guide customers through making the right selection for their furry family members, tackle obstacles to ensure a positive experience, manage and maintain a ticketing pipeline across multiple brands, and contribute to elevating our customer support standards.
If you're ready to change pet lives and help elevate the customer experience for the family of brands under Paw Prosper, we want to meet you!
RESPONSIBILITIES & IMPACT
This role is responsible for but not limited to:
Providing exceptional customer support through phone, email, chat, and SMS channels
Educating customers and wholesale partners on the products' features and how each feature benefits a specific condition or need. This is a critical element of the role, and we will set you up for success with training.
Partnering with internal departments to promptly solve customer and wholesale partner challenges and provide internal feedback to improve the overall customer experience
Partnering with the Head of Customer Experience and team in creating and maintaining team resources and staying up-to-date on changes made to tools and resources
Supporting our sales and ops process with administrative tasks such as inputting and maintaining customer data and orders in Shopify and providing logistics updates on orders
QUALIFICATIONS
Education + Experience
2+ years of experience in an end-to-end customer service role in e-commerce or similar roles
Prior experience with addressing a high and steady volume of customer interactions from multiple channels and brands
Experience using customer communication and/or management platforms, such as Gorgias, Zendesk, or similar tools
Skills + Abilities
Passionate about our mission to provide pets with the lifelong mental, physical, and emotional support they need to stay healthy, recover quickly, and age gracefully
Strong communicator and passionate about building a wonderful customer experience under our brands with customers and wholesale partners alike
Highly empathetic, proactive, self-motivated, and curious by nature
Comfortable with ambiguity and resilient and adaptable to changes as we grow
Operates with an open-mindedness and demonstrates a willingness to continuously learn and adapt to changes
Ability to multi-task with minimal errors
Tech savvy and able to quickly adapt to new software and workflows (Slack, GSuite, Dialpad, Gorgias, and any other customer communication/ticketing software)
Other Requirements
This full-time in-person role is based in Aurora, CO, during our office hours from 9 AM to 5 PM M-F.
BENEFITS
Multiple benefit options partially paid by the employer
401k (employer match 3%)
Wonderful team of passionate professionals and enthusiastic pet lovers
Dog-friendly office
COMPENSATION
Base salary range: $50,000-$60,000
Performance bonus
Client Service Representative I
Customer Service Representative Job In Colorado Springs, CO
US-CO-Colorado Springs Type: Full-Time # of Openings: 1 CO - ColoradoSprin-Broadcom-MS About the Role
Responsible for prompt delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction.
Your Impact
Daily Responsibilities: Responsible for receiving incoming shipments and compare items to work orders. Count items to ensure the correct number of packages has been received. Assist in physically moving incoming shipments and allocate appropriate space within warehouse. Ascertain all incoming and outgoing shipments are properly labeled and any correlating documents are available for each shipment. Arrange for carrier pick for same day shipments. On a timely basis review and responds to management and client requests via emails, phone calls, text messages, and verbal. Contributes to the creation of the Site Procedure Guide to ensure all account processes are properly recorded. Attends cross-functional trainings to ensure ability to provide coverage when short-staffed. Ability to multitask and prioritize to meet deadlines. Good customer service and communication skills; ability to work with minimal supervision. Ability to work overtime as needed. Ability to lift to 50 lbs. Ability to spend extended periods of time standing, bending, walking, reaching, and pulling while performing duties. . High school diploma or equivalent required, no previous experience required. Basic computer skills/technical knowledge. Customer service experience preferred.
About You: The Skills & Expertise You Bring
Please note: this is a customer-facing role, and requires compliance with customer policies and protocols, which may include COVID-19 vaccination and other measures relating to COVID-19.
HS Diploma, GED, or equivalent experience required, plus less than one year of related experience.
- Basic computer skills/technical knowledge.
- Ability to multitask and prioritize in order to meet deadlines.
- Good customer service and communication skills.
- Ability to work with minimal supervision.
- Ability to work OT as needed.
- Required to take all necessary steps to obtain security and/or other clearances required by customers to enter the customers' premises.
- May require driving between multiple client locations, may also require a personal vehicle (valid driver's license and acceptable driving record necessary).
- Ability to lift up to 50lbs.
- Ability to spend extended periods of time standing, bending, walking, reaching, and pulling while performing duties.
In accordance with applicable law, we are providing the anticipated rate for this role: $17.20 - 23.37 hourly.
Company Overview
About our Company - Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean markets. With approximately $29.4 billion in global revenue, its parent company, Canon Inc. as of 2023 has ranked in the top-five overall in U.S. patents granted for 38 consecutive years. Canon U.S.A. is dedicated to its
Kyosei
philosophy of social and environmental responsibility. To learn more about Canon, visit us at ***************** and connect with us on LinkedIn at ******************************************
Who We Are
Where Talent Fosters Innovation.
Do you want your next professional experience to be filled with purpose and opportunity, world-class team members, and impactful work? Driven by our mission of exceeding customer expectations with our technologies and enriching the lives of our local communities and staff, we are a phenomenal team working collaboratively toward common goals. Our employees have a strong work ethic, creativity, and a cooperative spirit. We believe in integrity, respect, empowerment, and making a difference in the communities we serve. There is a strong sense of pride in what we do individually and together as a team. Join us and discover what it means to work for a global digital imaging leader with an unparalleled reputation for quality and innovation.
What We Offer
Youll be joining a leader in digital imaging and innovation with an immense opportunity to make an impact and create your own rewarding career. We demonstrate commitment to our employees by offering a full range of rewards, including competitive compensation and benefits.
And Even More Perks!
-Employee referral bonus
-Employee discounts
-Dress for Your Day attire program (casual is welcome, based on your job function)
-Volunteer opportunities to give back to our local community
-Swag! A Canon welcome kit and official merch you cant get anywhere else
Based on weekly patent counts issued by United States Patent and Trademark Office.
All referenced product names, and other marks, are trademarks of their respective owners.
Canon U.S.A., Inc. offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at https://*****************/about-us/life-at-canon/benefits-and-compensation
We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor.
You must be legally authorized to work in the United States. The Company will not pursue or support visa sponsorship. All applicants must reside in the United States at the time of hire.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
If you are not reviewing this job posting on our Careers site https://*****************/about-us/life-at-canon, we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at https://*****************/about-us/life-at-canon.
#CUSA
Posting Tags
#PM19 #LI-FL1
PI67e4f52c5741-26***********5
Customer Service Representative
Customer Service Representative Job In Denver, CO
A proactive Customer Service Representative eager to assist, support, and resolve customer issues, making informed decisions in a fast-paced team environment.
Never Ordinary. Are you interested in the fast-paced and growing sports gambling industry? We're seeking ambitious Customer Service Representatives to join our US team. This is not just a job; it's a career opportunity where your growth is our priority, supported by our promote-from-within culture. Imagine working in an environment where every day brings new challenges and opportunities to excel, all while being surrounded by a team as passionate about success as you are.
Join our Customer Service team at our new US headquarters in downtown Denver! This full-time position requires flexibility to support our customers across the busy sporting calendar, including evenings, weekends, and federal holidays. We're committed to training and developing our staff, ensuring your success is our success, prioritizing your career growth and our culture of internal mobility.
Starting at $23.07 per hour, with an increase to $23.94 post-training, our benefits package includes Company funded healthcare, a 401(k) with Company match, 32 paid days' off annually, bonus, on-site fitness facilities, and more.
Preferred Skills, Qualifications, and Experience
Strong individual and team collaboration skills.
Exceptional verbal and written communication abilities.
Keen listening skills.
A passion for delivering outstanding customer service.
Eagerness to expand personal knowledge and skills.
Meticulous attention to detail.
Proficiency in multitasking within a fast-paced environment.
Innovative problem-solving capabilities.
Efficient typing, literacy, and numeracy skills.
Maintain compliance with individual licensing requirements according to regulations.
Main Responsibilities
Ensuring a positive experience for our customers.
Utilizing internal tools to investigate customer inquiries, coordinating with various departments, and escalating within the Customer Service team as needed.
Communicating with customers via live chat, telephone, and email effectively and efficiently resolving customer requests and complaints in a timely and polite manner.
Conducting internal tasks to improve customer perception of our platform.
Demonstrating a thorough understanding of policies, procedures, and licensing requirements.
Advocating for responsible gaming.
bet365 provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
By applying to us you are agreeing to share your Personal Data in accordance with our Recruitment Privacy Policy - **********************************************
Customer Service Specialist
Customer Service Representative Job In Longmont, CO
The Customer Service Specialist is responsive, accurate, and helpful. Providing top-tier localized customer service. Serving as an information hub between manufacturers, customers, service and sales team members. a positive company brand representative and exemplify the Michelli values of integrity, initiative, teamwork, quality, leadership, accountability Performs general clerical and administration activities to support the overall operations of the company.
Responsibilities
Greet walk-in customers with a warm and positive attitude.
Answer all incoming office calls and direct the calls to the appropriate department or person.
Monitor incoming office emails
General clerical activities
Support sales and service field employees with administrative tasks
Create vendor Purchase Orders for product sales from CRM Order Fulfillment Instructions (OFIs)
Create and maintain the order book for product sales
Generate invoices for all product sales and service orders, including all applicable fees
Call customers to collect outstanding accounts receivable
Invoice all work in a timely manner, in the period the work was completed
Ensure company adherence to profit margin expectations
Support new customer setup and credit application process
Organize and maintain file system and other records
Maintain internal documents to facilitate business processes
For service and sales calls, gather information necessary to generate the orders.
Compose and type routine correspondence.
Organize and maintain file system and other records.
Prepare outgoing mail and correspondence, including email and faxes.
Attend training sessions as necessary relating to the job.
Willing to assist other co-workers when available or time permits.
If applicable: dispatch technicians and create work orders from incoming service calls
Ship and receive equipment
Skills
Previous experience in customer support or call center environments is preferred.
Proficient in data entry with attention to detail for accurate record keeping.
Able to meet deadlines.
Excellent verbal and written communication skills to convey information clearly.
Ability to type efficiently while engaging with customers on calls or chats.
Strong problem-solving skills to handle challenging situations effectively.
A positive attitude and willingness to learn in a fast-paced environment.
Join us in delivering outstanding service that makes a difference!
Client Services Representative
Customer Service Representative Job In Broomfield, CO
Our client is seeking an empathetic and detail-oriented Client Services Representative to support Advisors in delivering comprehensive financial planning services.
This role requires a professional who is decisive, confident, and respected by colleagues and clients alike. The successful candidate will work closely with Advisors to ensure every step of the financial planning process is executed with precision and in accordance with the highest ethical and regulatory standards. This position is based in Broomfield, CO, with a hybrid work schedule of 3 in-office days per week (flexible on which days).
Key Responsibilities:
Collaborate with Advisors by collecting, inputting, and verifying data for financial plans.
Assist in running financial scenarios and finalizing plans, ensuring timely and accurate completion.
Maintain proactive client communication throughout the planning process.
Liaise with investment, insurance, and service delivery teams to gather essential information for developing comprehensive financial plans.
Work alongside Advisors to prepare meeting materials, including compliance-required account advice letters and detailed financial plans.
Update client records and documentation in preparation for review meetings.
Attend client meetings when requested to provide additional support and ensure thorough follow-up on action items.
Prepare, verify, and process client forms, applications, and other documentation with meticulous attention to detail.
Organize and maintain confidential client records in compliance with established records retention policies.
Commit to ongoing learning to stay current with regulatory and Broker Dealer requirements.
Qualifications:
Strong interpersonal and empathetic communication skills, ensuring a client-first approach.
Decisive, confident, and respected in professional settings.
Excellent organizational skills with the ability to manage multiple tasks effectively.
A solid understanding of financial planning processes; familiarity with regulatory compliance is an asset.
Series 7 and Series 66 licenses are highly preferred.
Compensation & Work Arrangement:
Competitive base salary up to $75,000 (negotiable based on experience) plus a 5-10% bonus based on performance.
Full-time position with a hybrid work schedule: 3 days in-office per week in Broomfield, CO, with flexible scheduling.
Service Advisor
Customer Service Representative Job In Colorado Springs, CO
Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Colorado Springs, CO is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources, and freedom to build a great future, please contact us today!
The Service Advisor is responsible for three areas of focus which include 1) managing a personal client base as a private wealth manager providing an EPIC planning experience with the use of all three areas of EPIC products which include the BFS models and approved FIA and Life products via EPIC planning which is supported by numerous software programs and planning tools while maintaining a focus on reaching annual sales goals; 2) processing new business applications for this base of clients and for up to 4 financial advisers and; 3) acting as a client coordinator for your personal client base and the financial advisers assigned to you.
Minimum Requirements:
Bachelor's degree preferred
Previous client interaction in an office environment
5+ years of Financial Industry Experience Preferred
CFP Preferred
Life & Health paired with either a Series 65 or Series 7 & 66 combination
This position requires that you possess the following skills:
Analytical
Self-Motivated
Self-Directed
Strong Interpersonal Communication Skills
Highly Organizational
Advanced Computer Skills
Responsibilities
Private Wealth Manager:
Licenses - Maintain in good standing all required licenses to act as a PWM at E.A. Buck.
Rules - Abide by all required rules/regs of the contracted carrier, RIA, and B/D and regulators.
E&O - Maintain active E&O insurance.
Fiduciary - Act as a fiduciary for all fee-based clients.
Attendance - Attend and participate in all scheduled meetings as requested by management, maintain appointment availability as agreed upon for your office/region. Attend Workshops in your market.
EPIC Planning - Learn and stay abreast of best practices pertaining to EPIC Planning.
EPIC Products - Learn and stay abreast of all products and investments that are core to the EPIC process.
Communication - Aim to return all client emails and calls and internal communication within 2 hours or by EOD.
Tools - Master and use Nitrogen, Retirement Analyzer, Salesforce, and other software as needed to provide an Epic client planning experience.
Tax - Learn to use the EAB tax projection effectively and efficiently for Discovery and review meetings.
Client Meetings - Thoroughly prepare for all client meetings in advance and provide and EPIC planning experience.
Documentation - Document all client communication in SF which includes detailed meeting notes, phone calls, and emails within the same day of the communication.
Goals - Set annual, quarterly, and monthly sales goals and maintain focus on reaching your goals.
Service - WOW the clients, they should feel fortunate to have you and EAB as their planner and planning firm.
Education - Read/listen to at least 4 financial, educational, motivational books annually. Attend co-adviser client meetings regularly.
New Business Processor:
Check and collect incoming requests from the in-tray and the new business tray.
Review Life, Annuity & Security new business applications and servicing requests which include supporting documentation for completeness.
Enter and update new business information into the internal tracking system.
Application preparation and new business processing for your assigned advisors.
Scan & upload documents into client files in Citrix.
Assist Advisors with application preparation and new business processing.
Submit documents in their entirety to the Broker/Dealer for review and approval.
Submit vendor documents to the vendor for review and approval.
Ensure all Broker/Dealer and vendor outstanding requirements are satisfied.
Confirm source of funds are received.
Process urgent client servicing items, ex. Withdrawal requests, rebalancing/ reallocation instructions, account closure, etc.
Salesforce tracking daily on pending new business.
All new business applications accompanied by a check must be processed within 24 hours, check must be placed in the safe.
Client Coordinator:
Participate in daily check-in meetings, HIVE meetings, and WIG meetings.
Aim to return all client calls and e-mails within 2 hours.
Enter and update client and business information into our CRM.
Prepare client review summaries (“recaps”) for upcoming meetings and transfer to Advisor two weeks before their scheduled appointment. Recaps to be prepped based on Advisor planning level (Basic vs Full)
Check in with Advisors daily
Call unbooked clients, with a minimum target of 80% of clients tied to a booked appointment.
Call unbooked members, with a minimum target of 75% of members with their next appointment booked.
Call unbooked DISCOs, with a minimum target of 70% of DISCOs with their next appointment booked.
Assist Advisors with account servicing forms.
Record notes from every Registered Representatives and client conversation in Salesforce.
Act as back up to other administrative staff during lunch hour, vacation, sick days and transition periods.
Salary:
$70K-$80K
Monthly commission (uncapped)
Benefits:
401k with automatic 3% contribution from company
Pre-paid insurance (health, vision, dental, pharmaceutical)
Paid holidays
PTO
Hours:
Monday-Friday, 8am-5pm (in-office)
Presented by Advisor Employee Services Thank you for your interest in the Service Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Customer Service Representative
Customer Service Representative Job In Colorado Springs, CO
Life, Annuity, and Service Specialist - Entry Level - Launch Your Career & Support the Military Community!
Salary: $85,000 - $102,000 per year (Estimated) + Comprehensive Benefits & Career Growth Potential! USAA Phoenix, AZ (Onsite - Hybrid Possible After 6 Months)
APPLY NOW FOR NEXT STEPS INFORMATION
About USAA:
Imagine a career where you're not just answering calls, but building meaningful relationships and helping military families achieve financial security. Join USAA, the #1 choice for the military community and their families, and launch your career in a supportive and impactful environment.
Why This Opportunity Will Ignite Your Passion for Customer Service and Career Growth:
COMPETITIVE SALARY & THE OPPORTUNITY TO MAKE A REAL DIFFERENCE!"We understand the importance of starting your career on the right foot. That's why we offer a competitive annual salary, $85,000 - $102,000 (Estimated), recognizing your potential and dedication. Imagine being the trusted advisor who guides our members through important life decisions, providing compassionate support and expert assistance. This role offers the opportunity to make a tangible difference in the lives of military members and their families, providing a deep sense of purpose. Studies show that professionals who find meaning in their work, especially in serving a valued community, experience higher job satisfaction and engagement."
GENEROUS BENEFITS & ROBUST CAREER DEVELOPMENT!"Beyond competitive pay, we offer a comprehensive benefits package designed to support your well-being. This includes excellent medical, dental, and vision insurance, 401(k), pension, paid time off, and more! Plus, we are committed to your professional development. This entry-level role provides a strong foundation for career growth within USAA. We offer ongoing training and opportunities to advance your skills in the financial services industry. We believe in investing in our team members' growth."
POTENTIAL FOR HYBRID WORK AFTER 6 MONTHS!"Start your journey in our collaborative Phoenix office, and after just 6 months, you'll have the opportunity to transition to a hybrid work schedule. This flexibility allows you to balance your professional and personal life, offering the best of both worlds. Hybrid work models have been shown to increase employee satisfaction and productivity, offering the flexibility you deserve."
BUILD VALUABLE SKILLS IN A SUPPORTIVE ENVIRONMENT!"You'll learn foundational member servicing techniques, develop your communication skills, and gain experience in the financial services industry. This role offers the opportunity to build a strong foundation for a successful career, with mentorship and support from experienced professionals. The ability to learn and grow in a supportive environment is essential for career success."
BE PART OF A MISSION-DRIVEN ORGANIZATION WITH CORE VALUES!"Join USAA, the #1 choice for the military community, an organization with a strong mission and core values of honesty, integrity, loyalty, and service. You'll work with a team of dedicated professionals who are passionate about serving the military community. Working for an organization with strong values and a clear mission provides a sense of purpose and belonging."
DEVELOP YOUR COMMUNICATION AND RELATIONSHIP-BUILDING SKILLS!"This role will provide you with ample opportunity to further develop your communication and relationship-building skills, key skills that transfer into all areas of life. These are highly sought after skills that will help you excel in any career."
Key Responsibilities:
Receive and fulfill member service requests.
Apply foundational member servicing techniques.
Ask questions to understand member needs.
Recognize member cues and identify opportunities.
Encourage members to take action.
Required Qualifications:
High School Diploma or GED.
Up to 1 year of customer service or sales experience.
Experience multi-tasking in a Windows environment.
Preferred Qualifications:
6+ months of Life Insurance/Annuity Service experience.
Bachelor's degree in Accounting, Finance, or Business.
Group 1 Life/Health License.
2+ years of call center experience.
Cross-selling or up-selling experience.
US military experience or military spouse/domestic partner.
Compensation and Benefits:
$85,000 - $102,000 per year (Estimated).
Comprehensive benefits package: Medical, dental, vision, 401(k), pension, paid time off, and more.
Potential for hybrid work schedule after 6 months.
Robust career development opportunities.
Key Highlights:
COMPETITIVE SALARY & SERVING THE #1 CHOICE FOR THE MILITARY COMMUNITY!
GENEROUS BENEFITS & CAREER GROWTH!
POTENTIAL FOR HYBRID WORK AFTER 6 MONTHS!
Build valuable skills in a supportive environment.
Mission-driven organization with core values.
Develop communication and relationship-building skills.
Important Notes:
Onsite position in Phoenix, AZ (hybrid possible after 6 months).
Equal Opportunity Employer.
Applications accepted on an ongoing basis.
Ready to launch your career and support the #1 choice for the military community? Apply now for next steps information!
Entry Level med device rep - capital equipment
Customer Service Representative Job In Denver, CO
Med Device/Healthcare company looking for a med device sales rep in DENVER, CO
IF you're interested/qualified, please send your resume ******************** - thx!
SALARY - $5K/month Draw + commission and car allowance OTE first year is $100-110K with room for growth
Territory the following --> most of the WEST COAST - 40-50% travel required for this med device job and you must be on board with that part. Candidates must live in greater DENVER for this med position.
The company is looking for candidates that have around 1-2 years of fortune 1000 outside b2b sales experience from companies like ADP, PAYCHEX, CINTAS, XEROX, UNIFIRST, ERAC, BEVERAGE COMPANIES and want to break into med device sales.
they also might look at a recent college grad that displays leadership and looking to break into med device sales.
bachelors degree preferred for this position.
Digital Retention Specialist
Customer Service Representative Job In Westminster, CO
Our client is an industrial technology company that concentrates on helping the world work better. Their technology enables jobs to be done more precisely and accurately so that people can build, construct, grow, and move the things they need to live and develop future communities.
The Digital Retention Specialist ensures high customer retention and satisfaction levels. This role involves proactively engaging with customers to understand and address their needs, identifying blockers to renewal, and implementing strategies to improve customer loyalty. The ideal candidate will possess excellent communication skills, a customer-centric mindset, and the ability to analyze data to drive retention efforts.
Compensation: $24.50/hr
Availability: Monday - Friday, 8am - 5pm. This role is a contract role set to last 5 months.
Job Duties:
Send outbound messages or calls to understand and address the reasons for the potential discontinuation of services.
Issue Resolution: Take ownership of customer issues, ensuring minimal escalation and high satisfaction.
Independent Decision-Making: Resolve customer needs independently and effectively.
Customer Service Excellence: Communicate with customers, internal teams, and senior management to deliver exceptional service.
Negotiation: Directly negotiate with customers to overcome adoption barriers and develop plans to resolve pain points.
Documentation: Maintain detailed records of customer interactions and activities in Salesforce.
Data Analysis: Analyze data to identify trends and opportunities for improving retention and reducing churn.
Collaboration: Work closely with the Sales and Support Teams to handle escalations and enhance the customer experience.
Content Development: Identify, create, and deliver content to support customer adoption and engagement needs.
System Proficiency: Demonstrated ability to rapidly learn and efficiently navigate multiple business systems, ensuring seamless task completion and operational effectiveness.
Qualifications:
Bilingual English/Spanish skills are a bonus
Customer Focus: Strong customer-centric and growth mindset.
Retention Expertise: Experience in customer service and retention.
Listening Skills: Excellent active listening and empathy to understand customer perspectives.
Problem-solving: Strong analytical skills and a solution-oriented approach.
Negotiation: Skilled in effective negotiation techniques, including identifying customer pain points, proposing solutions, and achieving favorable outcomes to build strong customer relationships.
Time Management: Ability to prioritize tasks and manage time effectively in a fast-paced environment.
Communication: Excellent writing and communication skills, with the ability to convey thoughts clearly and concisely.
Interpersonal Skills: Strong ability to collaborate with stakeholders and customers at various skill levels.
Trustworthiness and Professionalism: Demonstrated ability to handle sensitive information with integrity and maintain a professional demeanor.
CampusPoint is an Equal Opportunity Employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
If you need assistance or an accommodation due to a disability, you may contact us at ****************** or 1+************ (ask to speak with an HR representative). The process is outlined in CampusPoint's ADA Policy .
Floating Office Support Representative
Customer Service Representative Job In Denver, CO
Under direct supervision, the Field Support Representative (FSR) is assigned to a temporary in-house talent pool which provides replacement and/or short-term administrative services in place of Office Service Reps (and others) who are out of the office. The FSR will be assigned a home location but will be scheduled to visit other client sites within the region to provide multiple disciplines (fax, print, mail, reception and other duties, as assigned).
NOTE: This position requires heavy travel (up to 75 %), and requires either reliable public transportation or a clean driving record and a personal vehicle. Business travel expenses will be reimbursed.
Responsibilities
CUSTOMER SERVICE
· Ensures total customer (internal & external) satisfaction through understanding of customer expectations, proactive problem identification/resolution, and maximizing opportunities to build relationships.
MAIL/PACKAGES/POUCHES
· Receive, sort, and deliver all incoming mail & packages according to assigned floors and within established time frames. Wrap, seal, weigh, affix postage and dispatch all outgoing mail/packages in accordance with postal regulations.
· Prepare special outgoing inter-office pouches sent to client affiliates as scheduled (if applicable).
· Package and process outgoing overnight items, i.e. Federal Express, UPS, etc., to meet client and vendor deadlines. Log and deliver incoming overnight packages within established time frames.
· Log outgoing and incoming items as required and review for accuracy/completeness.
· In some locations, may be required to walk and/or deliver by transportation any legal package in a timely and proscribed manner. Secure necessary signatures and documentation to confirm delivery.
SUPPLIES/COPYING/FAXING/ADMINISTRATION
· Organize and distribute supplies to client. Verify and log orders upon delivery. Monitor inventory of copy supplies, stock paper and toner and keep supply area neat (inclusive of convenience copiers).
· Handle items for distribution to a segment of or all of client employees, affiliates, dealers, etc.
· Estimate runtime on the small to medium photocopy jobs. Check all copies produced for quality and accuracy. Produce bound copies of work when requested. Deliver and pick up copy jobs.
· May provide minor maintenance of photocopy machine such as solving paper jams, placing service calls and routine cleanings.
· Operate facsimile machines; send and receive facsimiles. Keep complete and accurate logs of incoming and outgoing facsimiles. Where appropriate, generate activity and confirmation reports, and call the receiver to confirm receipt as necessary.
· Perform other administrative duties from inserting, copying and photocopying to faxing as needed.
· Due to changing technology in office automation, will be required to learn new features and functionalities of copying machines, faxes, scanning, shipping equipment as introduced at the site.
May possibly perform any of the following functions at the direction of the Site Manager:
· Set up and maintain client's kitchen areas and conference rooms, order food and make coffee.
· Provide reception work such as answering telephones, taking messages and greeting visitors.
· Move boxes, supplies or furniture; replace light bulbs.
· May be requested to perform document scanning.
· Prepare outgoing items for shipping.
· Additional responsibilities that other employees at that site do not perform.
May prepare reports in order to measure productivity and prepare billing charges.
Qualifications
• High school diploma or equivalent
• 1-3 years' experience working in a mailroom or professional office environment.
• Capable of performing the basic job functions under general direction.
• Basic knowledge of metering, weighting, logging and other shipping procedures.
• Basic computer skills required.
• Able to perform routine and some more complex functions of various equipment and systems (fax, scanner, metering, stamping, tracking systems, photocopying, color copying, etc.) with general direction.
• General supervision and instructions given for routine work and detailed instructions given for new activities or special assignments.
• Contacts may occasionally be outside own department.
• Contacts involve the exchange of information or data requiring some explanation or interpretation.
• Excellent customer service, professional attitude and appearance are a must
• Ability to work overtime & meet deadlines
• Adherence and support of CBPS Core Values: Focusing on Results & Customers, Be Innovative and Quality Driven and Performing Ethically.
PHYSICAL DEMANDS/ WORKING CONDITIONS
• Physical activity required including bending, reaching, lifting and prolonged periods of sitting or standing.
• May lift and/or move up to 50lbs.
• Mental qualifications include ability to perform mail, delivery, copy and other administrative tasks as requested
• Good organizational skills
What We Offer:
Competitive pay & benefits!
Comprehensive training and development programs that prepare employees to advance from within.
A company focused on creating a positive work and client environment.
Employee discounts on entertainment, products, and services nationwide!
Come Join Our Team!
Client Specialist
Customer Service Representative Job In Denver, CO
We are seeking a skilled professional to provide comprehensive solutions to our clients by understanding their business needs, analyzing existing systems, and implementing effective processes. This role involves consulting with clients, troubleshooting system issues, and collaborating with internal teams to ensure seamless service delivery.
Key Responsibilities
Consult with clients to assess and deliver tailored business solutions.
Guide clients toward optimal solutions based on their specific needs.
Analyze current systems, interface requirements, and business processes.
Partner with clients to understand their business challenges and implement appropriate solutions.
Recommend new tools, processes, and approaches to enhance client operations.
Collaborate with sales and customer service teams to ensure client success.
Maintain and expand knowledge of implementation processes, products, and best practices.
Manage complex projects, including:
Calculation updates, special reports, and tax amendments.
Company setup and troubleshooting.
PTO, overtime, and double-time adjustments.
Benefit accrual recalculations and imports.
Researching and assisting clients with tax changes.
Perform other related duties as assigned.
Qualifications & Skills
Required:
2-3 years of experience in a client service or customer service environment OR strong time management and communication skills.
Proficiency in Microsoft Office.
Preferred:
Strong ability to multitask and prioritize in a fast-paced environment.
Excellent client relationship management skills.
Team-oriented mindset with a focus on collaboration.
Ability to work effectively in a structured, performance-driven setting while maintaining high ethical standards.
Problem-solving skills with the ability to escalate procedural issues appropriately.
Learning agility and critical thinking abilities to apply concepts in new situations.
Proficiency in modern web technologies and familiarity with various operating systems.
Strong analytical and time management skills.
Exceptional verbal and written communication skills
Customer Service Representative
Customer Service Representative Job In Golden, CO
We are partnered with a family-owned business that delivers top-quality plumbing, heating, electrical repairs and upgrades throughout the Denver Metro area. Our client remains committed to a small business approach, treating every customer with the best in customer service. From minor repairs to complex upgrades, they handle all household needs with professionalism and expertise. Their mission is to provide reliable, high-quality home services while maintaining a personal touch.
The Customer Service Representative will serve as an important member of the team- ensuring all customers receive outstanding customer service. This role involves answering inbound calls to assess customer needs, scheduling service jobs, and making outbound calls to expand company membership. This is an in-office role based in Golden, CO.
REWARDS
Competitive hourly pay of $18/hour
Opportunity to work in a dynamic, customer-focused environment
Unlimited earning potential with commission opportunities
Performance-based bonuses that reward top achievers for exceeding goals
REQUIREMENTS
High school diploma or equivalent
Strong written and verbal communication skills
Excellent phone etiquette, active listening, and customer service skills
Ability to multi-task, prioritize, and manage time effectively
Willingness to undergo background and drug tests in accordance with state and federal law
Reliable mode of transportation to commute to the office
RESPONSIBILITIES
Answer inbound calls from prospective and current customers with professionalism and efficiency
Manage and schedule customer appointments accurately and efficiently
Make proactive outbound warm calls to existing customers to schedule services and promote offerings
Educate customers on services, promotions, and options to enhance their experience
Address customer inquiries, provide solutions, and escalate concerns as needed
Emerge is committed to being an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other protected characteristic. In compliance with the Job Application Fairness Act, we ensure a fair and equitable recruitment process and provide necessary and reasonable accommodation. We value diversity and encourage individuals from all backgrounds and experiences to apply
Claims Service Representative
Customer Service Representative Job In Westminster, CO
Russell Tobin's client is hiring a Customer Claims Representative in Westminster, CO 80021
Employment Type: Contract
Pay rate: $20-$23.52/hr
Responsibilities:
Complicated Dispute Resolution: Investigate and resolve complex customer disputes related to product/service quality, billing discrepancies, shipping issues, and other concerns professionally and empathetically.
Collaboration: Work closely with internal teams (sales, order admin, product managers, finance, credit & collections, cash applications, and operations) to gather information and develop solutions for customer disputes.
Problem Solving: Analyze complex situations and implement creative solutions to resolve customer issues while maintaining company interests.
Documentation: Maintain accurate and detailed records of customer interactions, investigations, and resolutions in the CRM system.
Escalation: Elevate unresolved or complex disputes to higher levels of authority, providing comprehensive background information for efficient resolution.
Continuous Improvement: Provide feedback and insights to management on recurring disputes, process inefficiencies, and opportunities for service and operational improvements.
Customer Satisfaction: Strive to meet or exceed customer satisfaction targets by addressing concerns promptly, demonstrating empathy, and ensuring a positive customer experience.
Tax Corrections: Issue credits and debits to correct tax errors.
Special Projects: Participate in testing scenarios for internal system enhancements.
Requirements:
2-4 year degree preferred; additional education or training in claims processing, business administration, accounting/finance, software delivery, or supply chain management is a plus.
1-2 years of experience in claims management, accounting, order administration, sales support, or a related field is preferred but not mandatory.
Experience with a top-tier Enterprise Resource Planning (ERP) system is a plus.
Familiarity with Salesforce CRM and other relevant software applications is a plus.
Experience with Google Chrome, Gmail, Google Apps, Microsoft Office Suite, and Data Load is a plus.
Experience in customer service, dispute resolution, order administration, accounting/finance, sales support, or a related field is preferred.
Strong ability to handle customer concerns and resolve disputes in an empathetic and patient manner.
Strong organizational skills with attention to detail and accuracy in data entry and order processing.
Ability to work under pressure, prioritize tasks, and meet deadlines in a fast-paced environment. Strong problem-solving and critical-thinking abilities to effectively resolve order-related issues.
Ability to exercise sound judgment, proactively solve problems, and demonstrate strong attention to detail in high-pressure situations.
Benefits that Russell Tobin offers:
Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance insurance, and employee discounts with some preferred vendors' program, identity theft protection, legal support, auto and home insurance,
Dock & Door Account Representative
Customer Service Representative Job In Fort Collins, CO
:
Crown Equipment Corporation, one of the world's largest lift truck manufacturers, offers local support on a global scale with more than 15 manufacturing facilities worldwide and more than 500 retail locations in over 80 countries. Our global sales and service network provides our customers with a local resource for a wide variety of quality material handling equipment, fleet management solutions, warehouse products and support services to meet their needs anytime, anywhere
.Account Representative - Dock and Door Outside Sales for Lift Truck Leade
r
Territor
y:
This position is based out of Crown's Denver branch location and will provide coverage to Northern Colorado, Central & Eastern Wyoming, and Western Nebras
ka.
Job Responsibilit
ies:
Responsible for maximizing the sale of dock and door equipment and parts & service for dock & door within a specified territory to meet sales object
ives.Develop existing accounts & seek new business. Analyze opportunities, identify key personnel, & develop strong business relationships. Consult & problem solve to enhance the Company's position in existing & target acco
unts.Develop a territory management plan to maximize time with custo
mers.Develop sales strategies, proposals, & forecasts. Develop & conduct product demonstrations & sales presentations. Prepare quotations & customer correspond
ence.Utilize online resources to maintain accurate records of sales calls, customer files, & sales activity information. Discuss sales activities with Sales Man
ager.Participate in ongoing training programs and meetings to enhance product knowledge and sales skills. This may include traveling to Northern Kentucky br
anch.
Qualifica
tions:
High School diploma or equivalent. Bachelor's degree in business management, marketing, entrepreneurship, professional selling, or related business program is
a plus.Strong communication, organizational, and time management
skills.Strong problem-solving capabilities, strong sense of responsibility and self-motivation, and ability to work in a team envir
onment.Intermediate computer skills including a working knowledge of Microsoft Office
Suite.Valid driver's license, good driving record, and the ability to safely operate lift trucks for product
demos.
Compensation and B
enefits:
Crown offers an excellent wage and benefits package for full-time employees. Current benefits being offered
include:Competitive Wages. The anticipated starting pay range for the position is $23.75 to $27.50, plus commissions; however, skills and related experience will be taken into consi
deration,Health/Dental/Vision/Prescription Drug Plan with a company contribution
to each,Health Savings Accounts and Flexible Spending
Accounts,401K Retirement Savings Plan: Crown matches 100% of the first 4% of your eligible pay you contribute to the plan. You are always 100% vested in the company matching contr
ibutions.Company paid Life and Disability Benefits as well as optional supplemental term life insurance o
fferings,Paid Parent
al Leave,9 Paid
Holidays,Paid Vacation accrued at a rate based on length of service and
position,48 Hour of Paid Si
ck Leave,and m
uch more.
Part Time Financial Services Client Experience Representative
Customer Service Representative Job In Denver, CO
Shelton Capital Management is currently hiring a part time Client Experience Representative in our Denver office. This job entails daily interaction with mutual fund shareholders, 401(k) plan participants, plan sponsors and Registered Investment Advisors. As a Client Experience Representative you will be responsible for providing outstanding customer service by helping support our clients' needs. The successful candidate will be responsible for following procedures in order to service shareholders and 401k plan participants in the best way.
This position is available for part-time candidates only and does not allow for remote work. We can provide a flexible work schedule.
Key Responsibilities:
Build collaborative relationships through inbound and outbound calls and emails with our clients
Review correspondence for accuracy, assuring all documentation is complete
Manage client transactions in a timely and accurate manner
Support 401k plan participants with plan enrollment, education and ongoing account management
Work with plan sponsors and service providers to implement conversions and/or onboard new 401k plans
Facilitate timely resolution of client service issues
Ensure high client service and satisfaction standards are met
Assume additional duties as requested or assigned
The Skills You Bring:
Self-starter with ability to prioritize and work in a fast-paced environment
Clear and efficient communicator; both verbal and written skills
Diligent and highly organized with strong attention to detail
Ability to multitask and prioritize assignments
Ability to take ownership, work independently and in a team environment
Exemplifies highest level of professionalism and ethical standards
Passion to deliver on our commitment to provide excellent client service
Motivation to succeed and grow with our organization
At Shelton Capital Management, we combine the best traits of a large institutional firm-experience, sophistication, and a range of investment solutions-with the client-centric focus of an independent investment boutique. Our team of seasoned investment experts and dedicated client service professionals are focused on meeting the needs of all who put their trust in us, including financial advisors, individual investors, and participants in company-sponsored retirement plans.
The best candidate will be interested in developing a broad set of industry skills in a way that is only possible in a small organization. We are seeking candidates who enjoy helping others, looking to grow with the company and assume new responsibilities as the company expands. The position is based in downtown Denver, Colorado where Shelton's primary offices are located.
Part Time applicants that meet the minimum standards can expect an hourly rate of $18.00 - $22.00. Ideal candidates are available to work between 15 and 20 hours a week. We can provide a flexible work schedule.
Inside Sales Representative - Industrial
Customer Service Representative Job In Denver, CO
The Inside Sales role at Accu-Tube is responsible for the growth of the Industrial segment of our steel tubing business. Generate new leads, manage customer relationships, and help develop a sales strategy to grow our Industrial business.
PRIMARY JOB RESPONSIBILITIES
Serve as primary contact for Industrial sales segment
Work with our manufacturing team to understand production volume and technical requirements.
Create share of sales pipeline, annual budgets, and monthly forecasts to execute plan.
Proactively identify gaps in sales budget and forecasts and develop an action plan to mitigate gaps.
Proactively communicate business risks at an account by gathering competitive intelligence on products, regulations, technologies, and business in general.
Identify new product/technology needs for key customers.
Utilize CRM for reporting customer-facing activities.
Demonstrate clear product and technology expertise.
Manage a large volume of customer communication: email and phone calls.
Identify customers' needs to achieve satisfaction.
Originate new customer relationships.
Build sustainable relationships and trust with customer accounts through open and interactive communication.
Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution.
Work with internal resources to fulfill customer requests.
Keep records of customer interactions, process customer accounts and file documents
Follow communication procedures, guidelines and policies.
Take the extra mile to engage customers.
Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
Monitor and analyze customer's usage of our product.
Must be flexible with work schedule.
Other duties as assigned by management.
Travel as required - 10% anticipated.
EDUCATION REQUIREMENTS
Bachelor's Degree in Engineering or related field.
2 years' experience in similar role or customer facing sales role.
Strong written and verbal communication skills
QUALIFICATIONS/CHARACTERISTICS
ERP systems/fundamentals knowledge and understanding.
Experience with Salesforce.com or a CRM system
Strong background in the use of Excel and other “Office” tools
Manufacturing environment experience preferred.
Must work and interact effectively and professionally with and for others throughout various levels of the organization.
Ability to work in collaborative and independent work situations.
Ability to work with minimal supervision.
Maintains professional and technical knowledge through self-directed learning, collaboration with experts and by attending educational workshops.
WORKING CONDITIONS
Indoor production environment, duties performed indoors, adequate lighting and comfortable temperatures. Occasional exposure to moderate noise and machinery with mechanical moving parts. Availability 24/7 to respond as business situations require.
PHYSICAL REQUIREMENTS
Occasionally positions self to move an item
Frequently move about the production floor and office area
Frequently operates a computer, enters data into systems, verifies information, etc.
Inside Sales Representative
Customer Service Representative Job In Longmont, CO
BITS - Bolder IT Solutions, INC is an IT solution provider and a white label Enterprise Service Provider located in the Denver Metropolitan Area. We work with start-ups and Fortune 100 companies to help them grow through IT and technology transitions.
Role Description
This is a full-time hybrid role for a an inside sales professional at BITS. The role is located in the Denver Metropolitan Area with flexibility for some remote work.
Qualifications
Managed Services and IT background
Sales skills
Strong sales and customer relationship management skills
Excellent communication and problem-solving abilities
Laboratory Billing Representative
Customer Service Representative Job In Denver, CO
HepQuant is a clinical laboratory with headquarters in Denver and a CLIA-accredited lab in Aurora, Colorado. HepQuant develops minimally invasive, blood-based quantitative tests that measure liver health. Our tests deliver information about liver cell function and portal-systemic shunting, attributes of liver disease that are associated with clinical outcomes. Results may be used by a physician in conjunction with clinical evaluation and other tests to aid clinical management
Job Duties
HepQuant is seeking a dedicated and motivated individual that is comfortable working in a fast-paced, high-volume environment to join the Billing Department team as a Laboratory Billing Representative. They will be responsible for entering the laboratory requisition data to be processed for our clinical laboratory in accordance with established standard operating procedures. The Laboratory Billing Representative will be responsible for accurate billing details, provider credentialing and other day-to-day billing operations. This position requires healthcare billing experience. The ideal candidate will have recent experience in laboratory diagnostics, with a working understanding of all functions including order entry, claims submissions, denials, appeals, customer service and collections. Candidates must have a clear understanding of CPT/ICD-10 coding, commercial and government insurance payer behaviors, payer policies, enrollment procedures, HIPAA and PHI compliance, patient collections and client billing procedures. This candidate will be responsible for working closely with our Revenue Cycle Director (RCD) and vendor (Quadax) to help facilitate prompt claim adjudication and payment. This position will report to the Revenue Cycle Director.
Responsibilities
Perform the daily operation of the Front-End Billing business functions and some client billing.
Ensure proper and complete patient information for billing purposes and enter patient information into Salesforce and the LIMs system.
Complete/Process Provider Credentialing Applications for applicable Health Plans, PPO/Rental Networks, Medicaid FFS States and other entities.
Make calls to patients to discuss potential financial responsibility as needed.
Schedule specimen collection appointments, when applicable.
Interact with customers (patients) and providers to gather support data to ensure invoice accuracy and work through specific billing discrepancies.
Work closely with Client Services, Sales, Lab professionals and other key departments in a collaborative manner.
Navigate multiple insurance verification websites to verify patient eligibility.
Assist with patient assistance program and outstanding balances and take appropriate actions to ensure payment collected.
Review all work for validity of data entered.
Work with Client Services to resolve and document all discrepancies found on test order requisitions.
Review reports of current billing holds and resolves them in a timely fashion to ensure prompt payment.
Ensure customer privacy is always maintained.
Interface with external billing vendor to address issues or tasks to facilitate claim adjudication.
Execute and manage medical records request process (outreach, posting, follow up).
Support the appeal process of denied claims.
Follow guidelines and comply with all company safety, quality, and training procedures and regulations.
Compliant with all Federal, State and HIPAA and PHI laws and regulations. Compliant with company policies, directives and Medicare rules and regulations.
Perform other duties, as assigned.
Regulatory Requirements
This role shall comply, at a minimum, with the responsibilities outlined in:
CLIA: Clinical Laboratory Improvement Amendments (CLIA) Requirements, Title 42 Code of Federal Regulations Part 493
CAP: College of American Pathologists (CAP): All Common, General, Chemistry, Director Responsibility and Authority and Molecular Pathology checklists
ISO: International Organization for Standardization (ISO) 13485, Quality Management Systems, Requirements for Regulatory Purposes, 2016
All other applicable state and regulatory governing authorities including but not limited to: CA, PA, RI, MD, WA Medical Test Site (MTS)
Qualifications
Education: Requires a High School diploma or equivalent; Associates or Bachelors' degree, preferred.
Skills and experience
0-2 years of direct billing experience in a lab setting desired.
Experience within diagnostics, medical device, biopharma, biotech, healthcare, or related life sciences industry is ideal.
Prior call center experience is highly preferred.
Experience with Billing vendors like Quadax, Xifin, Telcor and LIMS (laboratory information management system) a plus.
Experience with healthcare cash application and claims processing required.
Working knowledge of Microsoft Word, Excel, and Outlook are required.
Knowledge, Skills, and Abilities:
Experience with CPT/PLA codes, national and local Medicare billing rules, and medical insurances.
Knowledge of basic laboratory and phlebotomy terminology along with clinical laboratory safety procedures.
Experience dealing with Medicare, Commercial Covered and other payors.
Strong listening skills and professional oral & written communication skills with an ability to inspire trust and accountability though an empathetic communication style.
Working knowledge of billing vendors, Salesforce and laboratory information management system (LIMS) a plus.
Possess the ability to read, write, and speak English language. Must have legible handwriting.
Strong interpersonal interaction and communication skills and demonstrable ability to work collaboratively at all levels within the HepQuant organization.
Skilled in anticipating and resolving issues.
Excellent attention to detail, time management and process management.
Proficient in the use of computer applications and software, including Microsoft Word, Excel, and Outlook, and use of telephones, copiers, and fax machines.
Able to perform a wide variety of tasks and multi-task efficiently.
Customer service skills for interacting with patients regarding resolution of medical claims and payments.
Ability to work well in a team environment.
A calm manner, patience and professional behavior at all times while working with patients, insurers, internal and external partners.
Understanding of legal and ethical issues concerning patient confidentiality (HIPAA).
Ability to handle high volume of work accurately and under stress and time constraints.
Key Attributes
Drive and determination
Ability to work in a fast-paced and dynamic environment.
A positive attitude demonstrated during company functions and public events to encourage team camaraderie and enthusiasm for growth in market share and revenue.
Self-starter
Driven to perform.
Self-directed: needs little explicit direction and no hand holding
Able to organize, prioritize, and delegate tasks to efficiently move projects forward.