Consultant Pharmacist - Long Term Care
Customer Support Representative Job 9 miles from Saugus
Salary $55.00 / hour For over 20 years, Woodmark Pharmacy has delivered comprehensive, cost-effective pharmacy services to long-term care facilities, senior living communities and other public health organizations in the greater northeastern U.S. Our team of qualified professionals and certified geriatric pharmacists works with your clinical and financial leadership to develop a customized program. Together, we understand client needs, integrate existing systems and provide the latest technologies required to care for residents and patients safely and efficiently.
Woodmark Pharmacy of Massachusetts is currently seeking a responsible and customer-service oriented PER DIEM Clinical Pharmacist Consultant to join our team. This position is on-site and NOT a remote position.
Clinical Pharmacist Consultant Position Overview:
The Clinical Pharmacist Consultant is responsible for the evaluation and reporting of patient medication regimens, ensuring appropriateness, effectiveness, and safety, considering quality of life, adverse issues, cost and regulatory compliance.
Join Our Team
Are you ready to change your life with a rewarding career move ?
Responsibilities
Clinical Pharmacist Consultant Responsibilities:
Support the Director of Clinical Pharmacy Services & Education to develop new resources for our customers as well as cover PTO for the consulting team.
Review 50-60 beds/day. This individual would be responsible for approximately 400-500 beds/month for conducting monthly medication regimen reviews
Nursing station audits (medication room reviews, medication cart reviews, controlled substance documentation audits, medication room storage)
Change of condition and new admission reviews
Participate in facility QAPI meetings
Provide DPH survey support
Facilitate clinical initiatives such as antimicrobial stewardship, opioid stewardship, psychotropic stewardship, and anticoagulant stewardship
Strong customer service skills with the ability to verbally communicate well with visitors, staff members and co-workers
Strong organizational skills with the ability to multitask and balance a variety of responsibilities, manage assignments, and report via verbal or written documentation as required
Strong attention to accuracy and detail
Must be able to read, write and communicate in English
Proficiency in computer skills, strong knowledge of Microsoft Office
Qualifications
Clinical Pharmacist Consultant Qualifications:
BS RPh or PharmD
1 -3 years of experience as a LTC (Long-Term Care) Consultant is a MUST!
Excellent communication and customer service skills
MA Licensing is required
This position requires regular interaction with residents, coworkers, visitors, and/or supervisors. In order to ensure a safe work environment for residents, coworkers, visitors, and/or supervisors of the Company, and to permit unfettered communication between the employee and those residents, coworkers, visitors, and supervisors, this position requires that the employee be able to read, write, speak, and understand the English language at an intermediate or more advanced level.
EOE Statement
WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.
Client Specialist Key - Acton, MA
Customer Support Representative Job 22 miles from Saugus
About us
Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, we are known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire individuals who bring new ideas to the table, understand smart risk taking and can enhance an already thriving culture. With a commitment to offer modern classic style for every body type, through a full range of sizes, inclusive to every woman in your life.
What We Offer:
Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next.
Incentive Opportunities
Benefits: Comprehensive benefits packages accessible to both full time and eligible part time employees. To learn more, visit our We Care page.
Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within.
Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more.
What we Value “WE CARE”:
We Win as a team and are dedicated to ensuring and applauding each other's success.
We Encourage creativity, innovation and smart risk-taking.
We are Committed to building relationships with our customers and associates by knowing, serving, and delighting them.
We Act with integrity, transparency, candor, and respect.
We Respect, honor and value diversity and are invested in cultivating a dynamic and inclusive culture.
We Embrace community by bringing positive change to those we live and work in.
Who You Are:
Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers.
Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment.
Able to work cooperatively in a diverse work environment
Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store.
Possess excellent written and verbal communication skills and a high level of integrity.
Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her.
Professional, assertive, and friendly with the ability to make decisions independently.
Possess the technological aptitude to navigate POS/computer/iPad/handheld systems.
Available at least (20) hours per week.
Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays.
Comfortable climbing ladders, moving around regularly, and standing for extended periods of time.
Able to bend, reach, stretch for product as well as lift, carry, and move at least 40 lbs.
What You'll Do:
Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally.
Support all service enhancers to build strong relationships including active use of Concierge.
Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc.
Plan and prioritize tasks and responsibilities to meet the needs of the customer and business.
Seek to understand customer needs & wants with curiosity and confidence through intentional conversation.
Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust.
Actively participate in community/store activities and events that promote the Talbots Brand.
Responsible for leading/supervising others on occasion and opening the store for business and/or closing the store.
Professionally represent the brand image.
Note: This position description is intended to describe the general nature of work being performed by associates assigned to this job. It is not intended to be inclusive of all duties and responsibilities and is subject to change.
Location:
Store 00008 Acton MA-Acton,MA 01720Position Type:Regular/Part time
Equal Employment Opportunity
The Company is an equal opportunity employer and welcomes applications from diverse candidates. Hiring decisions are based upon a candidate's qualifications as they relate to the requirements of the position under consideration and are made without regard to sex (including pregnancy), race, color, national origin, religion, age, disability, genetic information, military status, sexual orientation, gender identity, or any other category protected by applicable law. The Company is committed to providing reasonable accommodations for job applicants with disabilities. If you require an accommodation to perform the essential duties of the position you are seeking or to participate in the application process, please contact my ***************************. The Company will make reasonable accommodations for otherwise qualified applicants or employees, unless such accommodations would impose an undue hardship on the operations of the Company's business. The Company will not revoke or alter a job offer based on an applicant's request for reasonable accommodation.
Customer Service Coordinator
Customer Support Representative Job 20 miles from Saugus
We are The Hollister Group, the Boston area's leading women-owned staffing firm guiding candidates through the job search process and connecting top-tier talent with opportunities that meet the needs of our candidates and our clients.
We are working with a client in Chelmsford, MA looking to add a Customer Service Coordinator to their team. This is a direct hire, onsite position. If you are interested and match the specifications below, we'd love to talk to you!
Responsibilities:
Receive incoming calls from customers and potential customers
Resolve customer issues to proactively provide solutions
Gather information from customers and company personnel to help assist customers
Monitor email inbox and respond in a timely manner
Initiate new customer onboarding
Perform data entry in internal system to document calls and emails
Provide backup on other positions as needed
Qualifications:
2+ years of customer service experience in a non-retail environment
Ability to multitask and manage deadlines
Ability to work under pressure
Strong Microsoft Office Suite experience
Organization skills
Attention to detail
If these details don't quite align with you, don't worry! We have a variety of other openings for Administrative roles, and in Human Resources, Accounting, and Finance.
Our Commitment to Diversity, Equity & Inclusion
The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position.
Payroll Customer Service - Client Success Representative
Customer Support Representative Job 44 miles from Saugus
Are you looking to build a meaningful career? Are you great with technology and a strong communicator? We are looking to hire and train the newest expert on our team in Plymouth, MA. We are a top-rated firm on Google and strive to be the best in our field. We have an incredible culture and offer competitive benefits. Please take a look at the description and apply if you think you are a great fit - it just might be your Best Decision Ever!
Job Description
Assist in processing payroll by phone, text and email
Provide clients with requested reports
Contribute to team effort by accomplishing related results as needed
Open and maintain customer accounts by recording account information
Build sustainable relationships of trust through open and interactive communication
Provide accurate, valid and complete information by using the right methods/tools
Handle complaints, provide appropriate solutions and alternatives within the time limits and follow up to ensure resolution
Keep records of customer interactions, process customer accounts, and file documents
Follow communication procedures, guidelines, and policies
Go the extra mile to engage customers
Resolve customer concerns via phone, email, mail or social media
Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
Use business phone to both receive calls and reach out to customers to assist with payroll
Greet customers warmly and ascertain problem or reason for calling
Work with the customer service manager to ensure proper customer service is being delivered
Handle changes in policies or renewals
Service customers using SalesForce, TextMagic, Slack and other technology
Proven customer support experience
Microsoft Office - highly proficient
Strong phone contact handling skills and active listening
Excellent comfort in navigating a computer
Customer orientation and ability to adapt/respond to different types of characters
Excellent communication and presentation skills
Ability to multi-task, prioritize and manage time effectively
Accounting, Insurance or Payroll experience a plus
ADP RUN, Workforce Now, or Paylocity a plus
High school diploma or equivalent; college degree preferred
Benefits:
401k, 401k matching, health insurance, dental insurance, vision insurance, employee assistance program, life insurance, generous paid time off, sick time
Hybrid remote role after six months - three days in Plymouth MA Office, two days remote
Compensation details: 20-25 Hourly Wage
PI6f9b2ca067f2-26***********0
Registered Client Service Associate
Customer Support Representative Job 9 miles from Saugus
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA/team
Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
Assist FAs / PWAs/ teams in delivering against their business plan and client service model
Remaining current on all policies, procedures, and new platforms
Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT
Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
Knowledge/Skills
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multitask
Goal oriented, self-motivated and results driven
Reports To:
Business Service Officer
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Version: 7/10/2024
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Call Center Representative (Banking)
Customer Support Representative Job 5 miles from Saugus
The Banking Call Center Representative is responsible for handling inbound and outbound customer calls, assisting clients with banking transactions, resolving inquiries, and providing information about products and services. This role requires excellent communication skills, attention to detail, and a commitment to delivering top-notch customer service.
Key Responsibilities:
✅ Customer Support & Assistance
Answer incoming customer calls promptly and professionally.
Provide account information, process transactions, and assist with online banking issues.
Address and resolve customer complaints, escalating complex cases as needed.
Educate customers on banking products, services, and promotions.
✅ Technical Support & Problem Resolution
Troubleshoot online banking, mobile app, and ATM-related issues.
Guide customers through password resets and security measures.
Qualifications & Skills:
High school diploma or equivalent.
Prior experience in customer service or call center environment preferred.
Strong verbal and written communication skills.
Ability to multitask and work in a fast-paced environment.
Problem-solving skills and attention to detail.
Ability to maintain professionalism and confidentiality.
#43583
Customer Service Representative
Customer Support Representative Job 9 miles from Saugus
We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. KROHNE, Inc. complies with applicable federal, state & local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
KROHNE
We are currently looking for a Customer Support Representative in our Beverly location. This person will provide customer support, order entry and system administration for our organization.
The successful person will have a minimum of five years experience from a manufacturing/distribution environment in an inside sales, product support, order fulfillment or technical customer service environment
Your main responsibilities:
1. Performs order entry and system administration for the ERP system (database). This includes the maintenance of customer data and sales territories.
2. Expedites orders with feeder factories.
3. Coordinates logistics activities as applicable to the sales process. This includes receipt and processing of orders as they are received from overseas factories.
4. Provides assistance with resolving customer complaints.
5. Provides training to Inside Sales personnel with regard to ERP system usage (new hires, etc.)
6. Interfaces with manufacturing to assist with the resolution of issues related to order quality, change orders and shipping issues.
7. Releases orders to manufacturing (picking lists, etc.)
8. Communicates with customers and representatives on issues relating to order confirmations, projects and submittal packages.
Compensation details: 21-24 Hourly Wage
PI9b0f1e315f3a-29***********3
RequiredPreferredJob Industries
Customer Service
Government Affairs and Client Relations
Customer Support Representative Job 9 miles from Saugus
Who we are:
PruTech is a professional services company with leading capabilities in digital transformation, cloud computing and cyber security. We offer Strategy, Consulting, Technology and Operations services. We embrace the power of change to create value and shared success for our clients, people, partners and communities.
You will be a member of PruTech's Public Sector Sales Team, a group who is dedicated to helping government agencies and other public service organizations deliver better social, economic and health outcomes for the people they serve.
You are:
The Client Director will drive sales process and outcomes on a dedicated basis to the Commonwealth of Massachusetts Agencies, Departments and Authorities, growing a profitable pipeline and backlog of sales through deal origination, sales negotiations, and closure. The Client Director develops strong client relationships, brings the best of PruTech to grow quality pipeline, wins profitable deals, and manages sales activities with the objective of creating mutually beneficial, trust-based relationships that create value.
Develop and maintain trust-based relationships with C-level and departmental client executives.
Originate and sell comprehensive deals with various integration and operational components.
Orchestrate and lead the entire origination process for a large deal working with the Sales Support team and relevant subject matter experts.
A focus on the entire sales life cycle of an opportunity from origination to closure
Be the lead in ensuring the PruTech Sales Methodologies are implemented and followed to maximize win probabilities across a portfolio of assigned accounts.
Location:
Boston based however, travel is expected across the Commonwealth of Massachusetts for on-site sales meetings with prospects, clients and business partners.
What's in it for you?
You will be part of a diverse team, pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters.
At PruTech, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design.
You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies.
Qualifications
Here's what you need:
Existing trust-based relationships with the Commonwealth of Massachusetts government executives
Minimum of 5 years' experience shaping, negotiating, and closing large complex multi tower deals within Public Services Clients
Minimum of 5 years' experience originating and capturing complex multi-tower service deals, preferably in value greater than $5M
Understanding of technology platforms such as Microsoft, Salesforce, AWS, Google Cloud, Adobe, ServiceNow, etc.
Professional Qualifications:
Proven deal sales leadership originating and closing multi-discipline (consulting plus outsourcing plus technology) services opportunities to departments / agencies in State of Florida local governments.
Work(ed) in or sold to government agencies
Conversant in emerging trends in IT and Business
Client facing (from deal qualification through close)
Has or will earn credibility with state and local client executives
Ability to network across PruTech, establish trust-based relationships internally to get support for client sales objectives
High energy level, sense of urgency, decisiveness, and ability to work well under in a team selling environment
Strong facilitation and communication skills - both written and verbal
Team player of unquestionable integrity, credibility, and character
Strong leadership, problem solving, and decision-making abilities
Ability to interface and negotiate with senior client executives
Bonus points if:
Previous experience in conceptualizing, planning, and implementing new products or services for a large business entity
Services delivery experience (consulting and/or technology)
Experience selling new/emerging technologies
Ability to learn, navigate a complex organization with several priorities from different parts of the organization
EEOE
Client Services Representative
Customer Support Representative Job 25 miles from Saugus
About ConnectPay ConnectPay provides comprehensive payroll and HR solutions tailored for small and medium sized businesses. Focusing on simplifying payroll and ensuring compliance, ConnectPay offers services that include payroll processing, tax compliance, benefits administration, and workers'
compensation. Our employees are our most valuable asset, and we are dedicated to fostering a
collaborative and supportive environment
that empowers every team member to contribute to our growth and success.
Client Service Associate
Customer Support Representative Job 34 miles from Saugus
Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client in Westborough, MA. For other roles visit: jobs.lead-advisor.com.
Client Service Associate
Our full-service financial advisory practice serves high net worth and emerging high net worth clients with:
Wealth management
Tax-efficient savings strategies
Estate planning
Risk management
Retirement planning
The Client Service Associate is an integral part of the overall client experience, supporting the Wealth Management Team. A high degree of accuracy is required, ensuring a satisfying and memorable client experience.
Client Service Associate Job Duties:
Execute client insurance onboarding, including:
Preparing illustrations
Scheduling medical exams
Preparing applications
Managing the underwriting process
Preparing for policy delivery meetings
Handle ongoing policy servicing and maintenance, such as:
Billing updates
Reconsiderations
Loan processing
Execute client investment onboarding, including:
Preparing account opening paperwork
Facilitating rollovers with clients
Tracking incoming transfers
Confirming cost basis information is received
Handle all necessary account maintenance, such as:
Money movement
Standing instructions for tax withholding and bank accounts
Changes of address
Communicate with clients in a professional, compassionate, and timely manner according to firm policies and procedures.
Maintain client confidence and trust through zero defect work.
Actively participate and contribute to Operations Team projects for:
Efficiency
Productivity
Advice
Client experience
Input and maintain accurate client information in all appropriate databases and software applications.
Effectively manage and prioritize workflow, created from:
CRM action items
Phone calls from clients
Emails
Additional work not flowing through the central database
Actively participate and contribute to professional development and training, both individually and with the team.
Develop an understanding of the Firm's Financial Solutions philosophy, including:
Programs, features, and benefits
A thorough understanding of firm services, philosophies, and ideologies
Qualifications:
Required:
Life, Accident & Health Insurance licenses (obtained within first 3 months of employment)
Securities Industry Essentials Exam (completed within first 6 months of employment)
Series 7 & 63 (within first year of employment)
Bachelor's Degree or related industry experience
Client Services Representative
Customer Support Representative Job 9 miles from Saugus
Are you passionate about investments and client service? Our client, managing over $9 billion in client assets, is seeking a Client Services Representative to join their dynamic team.
In this role, you'll collaborate with portfolio managers to deliver exceptional service, craft tailored client presentations, support trading activities, and contribute to wealth strategies for generations of families. Every day is different, offering opportunities to solve complex problems and make a real impact.
What You'll Need:
Bachelor's degree with 2-5 years in investments or financial services
Strong analytical, organizational, and communication skills
Proficiency in Microsoft Excel & PowerPoint
Interest in financial planning, investments, and client engagement
We offer a collaborative environment where your ideas matter. Ready to elevate your career? Apply now and help shape the future of wealth management. Email: ****************************
Tags: Client Services Representative, Analyst, Portfolio manager, investments, wealth management, finance, financial services
Customer Service Representative
Customer Support Representative Job 9 miles from Saugus
My client, an established and growing family-owned Insurance Firm in Boston, is seeking an experienced Customer Service Representative.
The ideal candidate will have at least 1 year of experience as a CSR for Personal Lines Insurance clients and be able to commute to Boston, 5 days onsite (free onsite parking and public transportation accessible!).
Position Highlights:
Providing customer service support to Personal Lines clients
Advising appropriate coverages, preparing quotes, and providing underwriting requirements
Communicating effectively with clients to ensure full understanding of coverage options and policy limitations
Reviewing monthly reports and ensuring policies are renewed on time
Processing personal lines endorsements and ensuring policy changes are made accurately and on a timely basis
Coordinating claims, working directly with clients and insurance carriers to ensure accurate resolution of claims
Obtaining an in depth understanding of various insurance carriers' policies and processes and developing rapport with company underwriters
Assisting with various projects and assignments as needed
Qualifications:
Minimum 1 year of CSR experience specifically in Personal Lines Insurance (Auto, Homeowners, Casualty, Jewelry, Marine, etc.)
Outstanding written and verbal communication skills and strong attention to detail
Ability to work independently with minimal direction as well as collaboratively
Strong computer skills and proficiency with software systems including Microsoft Office, Special Agent, and Singlepoint Rating Software
Ability to build relationships and emphasize clients' needs
Bilingual (English/Spanish) preferred but not required
What's in it for you:
Competitive compensation and benefits
Retirement plan with company contribution
Supportive leadership
Training, development, and growth opportunities
**Full Job Description to be shared prior to an interview with my client
**To be considered, please apply or email along with a copy of your resume to creid@monumentstaffing.net
Customer Service Representative
Customer Support Representative Job 9 miles from Saugus
Join Our Team as a Customer Service Representative and Make a Difference!
Are you a problem-solver who enjoys interacting with people?
We're looking for a Customer Service Representative to provide outstanding service to our customers. You'll play a key role in ensuring customer satisfaction and building lasting relationships.
Responsibilities
Handle customer inquiries and complaints via phone, email, or in-person
Provide product and service information to customers
Process orders, forms, applications, and requests
Keep records of customer interactions and transactions
Follow up to ensure resolution of customer issues
Participate in team-building activities and career development workshops
Collaborate with team members to improve service delivery
Qualifications
Strong communication and interpersonal skills
Customer-oriented mindset and ability to adapt/respond to different types of customers
Proficiency in MS Office and customer service software
Excellent problem-solving skills and attention to detail
High school diploma; college degree preferred
Experience in customer service or related field is advantageous
Benefits
Professional growth and advancement opportunities
Supportive and collaborative work environment
Participation in workshops and professional development programs
Be the voice of our company. Apply now to become a Customer Service Representative!
Client Success Specialist
Customer Support Representative Job 9 miles from Saugus
The Client Success Specialist works in a client-focused, team-centered environment assisting the advisory team as the central point of contact for client requests. As a Client Success Specialist, you will be expected to communicate with clients daily to address their day-to-day needs. This position will report to the Client Service Lead.
Responsibilities
Understanding and proactively executing on the unique needs of multi-generational clients.
Coordinate, verify and pay trustees' Fees across accounts.
Coordinate, verify and settle all Tax Payments (estimates and payments due) for trusts and individuals and send prepared letters informing the family members.
Calculate year-end income payments by working directly with the families' accounting firms.
Processing ongoing gifting to charities and the children of beneficiaries.
Ensure any required IRA distributions are taken and coordinate and IRA Qualified Distributions with the accountant, so they are coded properly.
Coordinate ongoing tax loss harvesting and trades across all portfolio.
Check for investment losses to harvest on an ongoing basis
Maintain an up-to-date family tree
Coordinate the dissolution of trusts as necessary.
Money Movements
Execute all money movement requests
Verify that the payments are debited from the correct income and principal buckets and communicate as needed to the families.
Confirm any payments made are properly received and processed accordingly on the receiving end.
Keep copies of any outgoing checks for our records.
Pay invoices on behalf of clients.
Maintain records of the payments made for tax reporting purposes
Coordinate payments both from the clients and the trusts liabilities related to their taxes.
Monitor the principal and income balances of each trust on a weekly basis to ensure we have enough funds for upcoming distributions to beneficiaries.
Send all tax payments via certified mail
Reporting Duties
Prepare investment review meeting material for three meetings per year with various branches client relationships, including trustees, beneficiaries, accountant and attorney
Maintain reporting for all trustees and beneficiaries to ensure they are receiving timely and accurate reporting on all relevant portfolios.
Customize the information for meetings including purchase and sales summaries and explanation of thematic investment approach
Running weekly transactions reports to monitor and additions and withdrawals to the accounts.
Review monthly statements for each account and maintain electronic records.
Communication Duties
Proactively stay in contact with all family members from the branches on a quarterly basis
Communicate directly with the accountant frequently. We pay quarterly taxes, provide quarterly reporting on gains taken throughout the year, work together on tax cost questions of various positions in the account, determine if payments should be taken from the principal or income cash buckets
Be the direct point of contact for any trustees and beneficiaries.
Receive trade approvals prior to executing any trades from the accountant and trustees
Communicate any gifts over the annual exclusion amount to the attorney and the accountant.
Miscellaneous
Provide financial planning and purchase information to family members around home and auto purchases
Work directly with each family's estate planning attorney with any questions on gifting, account titling, trust distributions, etc.
Qualifications & Requirements
Bachelor's degree or equivalent experience
Minimum of 3-5 years of relevant experience, either full-time or through internships
Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)
RIA, Wealth Management, Financial Management background preferred
Customer service background preferred
Excellent verbal, written, analytical, and organizational skills
Ability to identify, meet and follow through with client needs and requests
Able to work independently
Enjoy being part of a team
Must be highly flexible and confidential with all client and firm matters
Health Plan Provider Engagement Representative
Customer Support Representative Job 9 miles from Saugus
eternal Health - The Next Generation of Medicare Advantage
Healthcare is confusing, but it doesn't need to be. eternal Health is a consumer-centric, Medicare Advantage Health Plan. We are committed to creating long-lasting partnerships with our members, our providers, and you!
About the role: As a Provider Engagement Representative with eternal Health you will be supporting the end-to-end process of building and maintaining a high-quality provider network. This includes supporting ongoing growth, resolving provider issues as assigned and the day-to-day management of our provider network. A high performing provider network is a critical component of our success, and our relationships with our providers are rooted in trust and
transparency. In this important and valued role, you will gain insight into multiple areas of network management, from recruitment strategy to special projects to collaborating with our providers on performance improvement initiatives. This external facing role will provide the opportunity to fully understand and communicate eternal Health's value proposition to our provider partners. This role will report directly to the VP of Network
We provide a unique opportunity to be a part of a health plan in its beginning stages. By taking advantage of this rare opportunity, you will have insight into the operations and expertise that is required to run a successful and sustainable plan. Our team members are flexible and able to play different roles, while staying committed to teamwork and collaboration, and passionate about sustainable change.
Responsibilities:
Accountable for the development and enhancement of network relationships through onboarding, business interactions, and outreach.
Resolve network issues in a timely and effective manner.
Collaborate with relevant stakeholders to deliver education, training, and information on eternal Health products and strategy.
Oversight and accountability of all provider data management functionality to include roster management, data validation and management, special projects, and gap/expansion strategy.
Communicate our brand, values, and differentiators effectively and accurately.
Maintain strict privacy and confidentiality in accordance with eternal Health's security standards.
Oversight and monitoring of all communication received through the provider relations email box; responding timely, accurately, and efficiently.
Serve as a communication link between providers and eternal Health as the main point of contact for assigned provider groups.
Respond to and resolve provider issues in an efficient manner.
Conduct regular joint operating committee (JOC) meetings, at minimum quarterly, with strategic provider partners.
All others maintain regular phone and/or video conference check-ins with providers within the assigned territories. Support the sales and marketing teams by assisting in the sourcing and coordination of member support events and distribution of material.
Lead contract negotiations as assigned.
Assist with provider credentialing needs.
Lead special network projects as assigned.
Assist with the onboarding of new employees.
Proactively elicit provider feedback to help enhance their overall Plan experience.
Continuously work to understand the market and provider needs to improve the overall strategic plan.
Additional duties as assigned.
Requirements:
Bachelor's degree in relevant field of study (e.g. Business administration, Data Analytics, Healthcare Operations / Administration) or equivalent work experience.
Minimum 4-5 years of experience in managed healthcare, health plan network contracting, and provider relations experience required.
Strong technical skills, including Microsoft Suite and other collaborative tools.
Effectively communicate needs, process improvements, and wins with your network team and C-Suite officers.
Excellent written, negotiation, and communication skills.
Creative, strategic, and continuously striving for improvement.
Ability to present information to audiences of various skill levels.
Flexible and able to ramp up quickly on different projects in order to support the team as needed in a fast-paced start-up environment.
Strong organization skills to sift through large amounts of data to gain insight on members and markets.
Current driver's license and reliable transportation.
Preferred:
Experience in client-facing negotiating roles, and/or in start-ups, tech, healthcare, or insurance is a plus.
Experience with healthcare operations is a plus.
Working with eternal Health: eternal Health is an Equal Opportunity Employer which means that we are committed to upholding discrimination-free hiring practices. As a woman-led company, and one committed to diversity at all levels, we strive for an organization of inclusion and acceptance. We are changing healthcare for the better, starting with our own diverse and passionate teams. As an eternal Health employee you will be empowered to contribute to our teams and strategy, regardless of previous healthcare experience. Our valued team members are encouraged and expected to offer new solutions and creative input, all while keeping in line with eternal Health's mission, values, and compliance standards.
Accommodations: Any eternal Health applicant will be considered based entirely on their individual qualifications. Should you require reasonable accommodations during the application process (which may include a job-related assessment) please contact us separately at ********************
Client Service Associate
Customer Support Representative Job 44 miles from Saugus
Charter Oak Capital Management
Portsmouth, NH
Join Our Team at Charter Oak Capital Management!
At Charter Oak Capital Management, we don't just manage wealth-we build lasting relationships with our clients. With over 25 years of operations and $1.2 billion in assets under management, we are a trusted fiduciary to high-net-worth and mass-affluent clients across New England and beyond. With locations in Portsmouth NH, and Kennebunk ME, we are a dynamic team dedicated to excellence and are looking for motivated individuals to join us!
Why Charter Oak?
As a Client Service Associate (CSA) at Charter Oak, you will directly support the firm's Financial Advisors and play a key role in enhancing the overall client experience. You'll collaborate with a talented team to create a culture that emphasizes client satisfaction, innovative wealth management, and comprehensive financial solutions. Our firm fosters a warm, family-oriented atmosphere where every team member is valued and supported.
What We're Looking For
We seek individuals who are passionate about client service and who embody our fiduciary commitment. If you are a team player with a proactive attitude and a genuine desire to build relationships with both new and existing clients, we want to hear from you!
What You'll Spend Time Doing:
Onboard new clients by preparing all necessary paperwork, establishing accounts, and interacting with multiple custodians.
Serve as the primary liaison between clients, internal teams, and custodial partners.
Proactively coordinate client service tasks in collaboration with Financial Advisors.
Communicate regularly with clients and their trusted financial advisors to address ongoing needs and concerns.
Facilitate money movements for clients, always adhering to best execution practices.
Prepare and organize materials for client meetings, including ad-hoc requests.
Field inbound calls for Financial Advisors to ensure top-tier service.
Actively participate in firm-wide compliance initiatives and efforts to improve operational efficiency.
What You'll Need to be Successful in this Role:
2-3 years of experience as a Client Service Associate or equivalent is preferred.
Experience managing client accounts, ideally including IRAs and retirement funds.
A passion for delivering exceptional client service and support.
Exceptional attention to detail with strong organizational and time management skills.
Proficient research, problem-solving, and critical thinking abilities.
Excellent verbal communication skills, particularly over the phone.
Strong written communication skills, with the ability to edit and proofread effectively.
Some experience working with Client Relationship Management (CRM) software, Microsoft Office, and Adobe Suite is preferred.
Knowledge of multiple custodians is highly desirable.
Ability to work independently while thriving in a collaborative team environment.
What We Offer:
Competitive Compensation: Base salary commensurate with experience.
Comprehensive Benefits Package:
Group health benefits, with options for dental and vision
401(k) with company match
Short- and long-term disability
Term Life Insurance/AD&D
Daily lunch provided in-office
Generous paid time off policy and 11 paid market holidays
Ready to Take the Next Step?
If you're ready to make a meaningful impact and help our clients achieve financial success, we'd love to hear from you! Please submit your application via LinkedIn, including your resume and optional cover letter. We are committed to reviewing all applications promptly and look forward to connecting with candidates who share our vision of excellence.
Join us at Charter Oak Capital Management-where your passion for client satisfaction will thrive in a supportive, welcoming environment!
Customer Service Representative
Customer Support Representative Job 31 miles from Saugus
We are seeking energetic and authentic individuals to join a Call Center environment driven to deliver exceptional customer service and that are driven to succeed in a family-knit environment onsite in Nashua, NH.
What's in it for you:
Weekly pay - Get paid every Friday!
Benefits - Medical, Dental, and Vision Insurance
Paid time off - Paid birthday and vacation (after conversion)
Generous PTO - 3 weeks of paid time off (after conversion)
401(k) with match (after conversion)
Key Responsibilities:
Handle customer calls regarding accounts, billing, and insurance.
Resolve issues, answer questions, and process payments.
Follow up on overdue accounts and ensure timely payments.
Meet performance goals for quality, productivity, and customer satisfaction.
What We're Looking For:
Ability to work well in a fast-paced, team environment.
Great phone etiquette and customer service skills.
Self-motivated and eager to learn.
High School Diploma or equivalent.
Able to pass a criminal background check.
Compensation:
Hourly pay of $17.00 - $18.00, based on experience.
If you're ready to be part of a supportive team and grow in your career, apply today!
Desired Skills and Experience
Customer Service, Call Center, CNA, LNA, Data Entry, Administrative
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Client Specialist Key- Holden, MA
Customer Support Representative Job 44 miles from Saugus
About us
Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, we are known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire individuals who bring new ideas to the table, understand smart risk taking and can enhance an already thriving culture. With a commitment to offer modern classic style for every body type, through a full range of sizes, inclusive to every woman in your life.
What We Offer:
Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next.
Incentive Opportunities
Benefits: Comprehensive benefits packages accessible to both full time and eligible part time employees. To learn more, visit our We Care page.
Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within.
Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more.
What we Value “WE CARE”:
We Win as a team and are dedicated to ensuring and applauding each other's success.
We Encourage creativity, innovation and smart risk-taking.
We are Committed to building relationships with our customers and associates by knowing, serving, and delighting them.
We Act with integrity, transparency, candor, and respect.
We Respect, honor and value diversity and are invested in cultivating a dynamic and inclusive culture.
We Embrace community by bringing positive change to those we live and work in.
Who You Are:
Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers.
Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment.
Able to work cooperatively in a diverse work environment
Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store.
Possess excellent written and verbal communication skills and a high level of integrity.
Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her.
Professional, assertive, and friendly with the ability to make decisions independently.
Possess the technological aptitude to navigate POS/computer/iPad/handheld systems.
Available at least (20) hours per week.
Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays.
Comfortable climbing ladders, moving around regularly, and standing for extended periods of time.
Able to bend, reach, stretch for product as well as lift, carry, and move at least 40 lbs.
What You'll Do:
Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally.
Support all service enhancers to build strong relationships including active use of Concierge.
Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc.
Plan and prioritize tasks and responsibilities to meet the needs of the customer and business.
Seek to understand customer needs & wants with curiosity and confidence through intentional conversation.
Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust.
Actively participate in community/store activities and events that promote the Talbots Brand.
Responsible for leading/supervising others on occasion and opening the store for business and/or closing the store.
Professionally represent the brand image.
Note: This position description is intended to describe the general nature of work being performed by associates assigned to this job. It is not intended to be inclusive of all duties and responsibilities and is subject to change.
Location:
Store 00324 Holden, MA-Holden,MA 01520Position Type:Regular/Part time
Equal Employment Opportunity
The Company is an equal opportunity employer and welcomes applications from diverse candidates. Hiring decisions are based upon a candidate's qualifications as they relate to the requirements of the position under consideration and are made without regard to sex (including pregnancy), race, color, national origin, religion, age, disability, genetic information, military status, sexual orientation, gender identity, or any other category protected by applicable law. The Company is committed to providing reasonable accommodations for job applicants with disabilities. If you require an accommodation to perform the essential duties of the position you are seeking or to participate in the application process, please contact my ***************************. The Company will make reasonable accommodations for otherwise qualified applicants or employees, unless such accommodations would impose an undue hardship on the operations of the Company's business. The Company will not revoke or alter a job offer based on an applicant's request for reasonable accommodation.
Customer Service Representative
Customer Support Representative Job 3 miles from Saugus
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists
This is a contract to hire role.
Responsibilities
Communicate with customers via phone, email and chat
Handle inbound and outbound calls from external and internal clients
Provide excellent customer service to all callers and maintain adequate call times
Input documentation on all calls and follow-up with callers as needed
Escalate calls as necessary to the appropriate lead or department
Resolve customer support related issues and provide callers with proper solutions to their concerns
Qualifications
Experience: Open to various backgrounds including call centers, retail, hospitality, or banking. Prior customer-facing roles are a plus.
Problem-Solving Skills: Strong critical thinking ability to assess and resolve customer concerns efficiently.
Communication Skills: Excellent verbal and written communication skills to provide clear and professional service.
Call Volume Handling: Ability to manage 60-70 calls per day while maintaining quality interactions.
Customer Service Orientation: A strong commitment to delivering exceptional service to internal and external clients.
Adaptability & Multitasking: Capable of handling a fast-paced environment with changing priorities.
Technical Proficiency: Comfortable using computer systems for documentation and call logging.
Team Player: Willingness to collaborate and escalate issues when needed for resolution.
#43583
Client Success Specialist
Customer Support Representative Job 9 miles from Saugus
The Client Success Specialist works in a client-focused, team-centered environment assisting the advisory team as the central point of contact for client requests. As a Client Success Specialist, you will be expected to communicate with clients daily to address their day-to-day needs. This position will report to the Client Service Lead.
Responsibilities
Serve as central point of contact for ingesting client requests
Coordinate between client, advisor, and additional support teams to execute & track against client requests
Communicate with clients daily, addressing their needs in an articulate and professional manner
Support data input for client prospecting
Schedule meetings between advisory team & clients
Input client and advisor requests into Salesforce, track completion
Retrieve and distribute client statements, tax documents, or other reports
Generate portfolio reports
Complete required paperwork
Open accounts for existing clients
Qualifications & Requirements
Bachelor's degree from an accredited institution
Minimum of 1-3 years of relevant experience, either full-time or through internships
Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)
Customer service background preferred
Excellent verbal, written, analytical, and organizational skills
Ability to identify, meet and follow through with client needs and requests
Able to work independently
Enjoy being part of a team
Must be highly flexible and confidential with all client and firm matters
Competencies
Detail orientation
Service orientation
Action orientation
Communication
Responsiveness
Follow-through