Finance Service Representative Jobs in Winter Garden, FL

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  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Finance Service Representative Job 18 miles from Winter Garden

    Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community, understand their financial needs and goals, and recommend impactful solutions. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package: Competitive compensation. Benefits, including medical and dental insurance, an Employee Assistance Program, a 401(k) plan with a company match, AND a defined benefit pension plan First-class individualized training and development Suite of digital and personalized marketing tools to build your business Rewards and recognition plan acknowledging top-notch results Dynamic career growth opportunities A Successful Financial Representative Our field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective financial reps are: Positive and resilient Customer-focused Interpersonally savvy Action-oriented and results-driven If this sounds like you, we encourage you to explore the possibilities, and apply today!
    $42k-77k yearly est. 28d ago
  • Call Center Customer Service Representative

    Staff Financial Group

    Finance Service Representative Job 23 miles from Winter Garden

    Call Center Customer Service Representative | Entry-Level | Orlando, FL Confidential Client - Industrial Equipment Industry Starting at $40,000 + Benefits + Bonus Potential On-site | Monday - Friday, 8:00 AM - 5:00 PM Are you looking to launch your career with a stable, growing company? We are seeking an enthusiastic and reliable Call Center Customer Service Representative for our client's Orlando location. This is a full-time, entry-level opportunity that offers career growth, a collaborative team environment, and the chance to learn key business operations-including some light warehouse support duties. What You'll Do Customer Service Focus (Primary Responsibility) Accurately enter customer quotes and orders using our internal system Communicate with customers and suppliers to provide updates on order status Deliver a professional and friendly experience on every call Learn and use Salesforce ERP system and product catalog Light Warehouse Support (Occasional Duties) Assist with pulling and packing customer orders Help with basic shipping and receiving tasks Conduct light inventory checks and cycle counts Contribute to a clean, organized workspace Future Growth Opportunity Training is provided in both customer service and inventory operations. Top performers are eligible for advancement into Level 2 Customer Service roles within 12-24 months. What We're Looking For 1-3 years of experience in a call center, retail, or customer service environment Strong communication and organizational skills A team player with a positive, can-do attitude Comfortable lifting up to 50 lbs when helping in the warehouse Quick learner with basic computer proficiency Perks & Benefits Competitive salary ($40K+) Full benefits package 401(k) + profit sharing Supportive leadership and team Career development and training opportunities Qualifed candidates should send their resumes to Joe@Stafffinancial.com
    $40k yearly 3d ago
  • Associate - Financial Reporting & Analytics (Real Estate Development)

    Dart Interests

    Finance Service Representative Job 23 miles from Winter Garden

    We are a national real estate investment and development firm that owns, operates, and develops diversified properties in select core markets. We rely on our Guiding Principles to deliver the highest quality residential, commercial and resort properties to our customers. We have over $1B in assets including active investments in New York, California, Florida, South Carolina, and Texas. Our portfolio emphasizes luxury residences, mixed-use communities and resorts. We enjoy substantial capitalization and have a long-term commitment to becoming a pre-eminent real estate development firm in the United States. More information can be found at *************************** About the Job The Associate - Financial Reporting & Analytics will enhance asset value by analyzing hospitality performance within Dart Interests. This role will work closely with the Vice President of Asset Management to achieve accuracy in forecasting, optimize revenue, control costs, and maximize EBITDA. This role involves mining and analyzing a myriad of data, including operational data, financial metrics, portfolio and hotel P&L statements, STR and competitive set data, and revenue management insights to identify opportunities for value enhancement. Additionally, the role will support research initiatives, business and strategic planning, and annual planning efforts. Working closely with the Vice President of Asset Management and Executive Team, the Associate-Financial Reporting & Analytics will contribute to data-driven strategies that enhance profitability and long-term asset performance. Responsibilities Serve as the lead analyst for the hospitality vertical, gathering and analyzing data to synthesize into comprehensive reporting and strategic recommendations for the asset management team and ownership. Support and monitor ownership's strategic objectives for each asset. Coordinate and produce detailed weekly, monthly, and quarterly asset management reports for hospitality assets, currently including the residences at Evermore Orlando Resort, Conrad Orlando, and Wild Dunes Resort. Develop robust analyses and reporting frameworks to support asset management and operational decision-making. Foster a culture of continuous improvement by ensuring alignment with the strategic objectives of the assets. Utilize a diverse range of tools and data sources to generate analytical insights for market overviews, investment memorandums, strategic positioning, and financial forecasting. Actively participate in asset management and ownership meetings with various asset operators, including Dart's internal operations team and Evermore Hospitality, contributing to the development of strategies that drive business growth. Conduct gap analyses, financial choice modeling, and variance analysis to support impact assessments, strategic decision-making, and overall performance optimization. Engage directly with various teams, including Asset Management, Dart Development, Investments & Analysis, Corporate Finance, and Operating Partners, to ensure seamless collaboration and execution of asset strategies. Review and validate financial analyses produced by partners, operators, and third parties, ensuring accuracy and reasonableness. Support and enhance the semi-annual planning process by providing critical data-driven insights and recommendations. Duties may change at Dart Interests' discretion without notice. Qualifications Undergraduate degree in Finance, Strategy, Accounting, Economics, or similar analytical field with a strong academic record. Master's Degree in Business, Finance, Economics, or other quantitative fields a plus. 5+ years of related experience. Strong knowledge of economics, finance, financial statements, and basic accounting; hotel finance and operations knowledge is a plus. Strong analytical and quantitative skills. Advanced Excel skills, including complex formulas, Pivot Tables, data queries (Power Query / Power Pivot), VBA and fluency in advanced functions. Proficient in the Microsoft Office suite. Knowledge of business intelligence applications; intermediate and above Power BI capabilities are a plus. Effective verbal and written communication skills; proven skills in exceptional English language business writing. Ability to influence and collaborate with other teams, summarize issues, and develop recommendations. Ability to manage and complete multiple tasks efficiently and within tight deadlines. Possess a strong work ethic, professional integrity, and a positive attitude. Highly organized, detail-oriented, and capable of task prioritization.
    $36k-65k yearly est. 5d ago
  • Business Service Officer

    Morgan Stanley 4.6company rating

    Finance Service Representative Job 23 miles from Winter Garden

    Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES People Management and Communication Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries/requests Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Complex Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/or Experience Bachelor's degree required or equivalent education Previous industry experience Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) Other licenses as required for the role or by management Knowledge/Skills Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex Knowledge of Firm's Risk & Compliance policies Ability to think strategically Reports to Complex Business Service Officer Direct reports: Support Professionals 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).
    $98k-132k yearly est. 20d ago
  • Customer Service Representative

    Black Book Global

    Finance Service Representative Job 23 miles from Winter Garden

    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!
    $24k-32k yearly est. 7d ago
  • Parts Sales Representative

    Rush Enterprises, Inc. 4.7company rating

    Finance Service Representative Job 23 miles from Winter Garden

    The Parts Sales Representative - Front Counter sells commercial vehicle and equipment parts to external customers via the counter or over the phone. Rush Truck Centers opens the door to the world of opportunity. We are the largest network of commercial vehicle dealerships across the US representing truck and bus manufacturers. Our franchises include Peterbilt, International, Hino, Isuzu, Ford, IC Bus and Blue Bird. We offer a rewarding career as a leader in the transportation industry. Grow with us as we continue to expand our network of locations and services. Responsibilities: Sell parts to external and account customers, over the counter, through the shop, or on the phone. Ensure all parts movements are performed in SAP in a timely manner. Keep repair orders updated in Service Link. Initiate all retail orders possible in Parts link. Ensure that all sales are properly documented per Rush policies to include but not limited to signatures, information on checks and credit card slips. Issue credit for parts returned, ensuring that the original invoice, or its number, is available so that purchase and pricing can be verified. Responsible for core returns - per procedure. Complete all customer and vendor returns-per procedure. Keep orderly records of all repair orders, invoices, insurance estimates, and special order parts. Set up orders for daily shipment, delivery, or pick-up. Solicit assigned accounts by phone. Participate in Dealership CSI and marketing. Benefits: We offer exceptional compensation and benefits, 401K and stock purchase, incentives for performance, training, and opportunity for advancement - all in a culture that appreciates and rewards excellence, a positive attitude and integrity. Basic Qualifications: High school diploma or general education degree (GED). Six months' experience in over the counter sales, preferably in a dealership or service setting environment. Familiarity with accounting and inventory tracking software. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled This job posting does not state or imply that these are the only duties to be performed by this employee. The employee will be required to follow any other instructions and to perform any other duties requested by their leader.
    $34k-43k yearly est. 22d ago
  • Veterinary Sales Representative

    DVM Central

    Finance Service Representative Job 23 miles from Winter Garden

    DVM Central is a leading veterinary marketplace that connects buyers and sellers in the veterinary community. We provide a trusted platform for procuring animal health products directly from reputable manufacturers, offering a secure and convenient environment for both buyers and sellers. Our mission is to transform the veterinary industry by promoting fair trade practices and access to high-quality products and services. Role Description This is a contractual role as a Veterinary Sales Representative at DVM Central with flexibility for work. As a Veterinary Sales Representative, you will be responsible for connecting veterinary professionals with top-quality products and suppliers on our platform. Your day-to-day tasks will involve identifying buyer needs, sourcing products from reputable manufacturers, and facilitating secure transactions. Qualifications Strong communication and relationship-building skills Experience in sales, procurement, or vendor management Knowledge of the veterinary industry and products Ability to work independently and collaborate with cross-functional teams At least 1 year of experience
    $33k-62k yearly est. 29d ago
  • Sales Representative - Corrugated - Central Florida

    Smurfit Westrock

    Finance Service Representative Job 23 miles from Winter Garden

    The Sales Representative is responsible for successfully managing existing customer accounts and establishing new opportunities to achieve annual sales objectives. The Sales Representative manages current customer relationships, prospecting and engaging new customers. The Sales Representative partners with management to complete budget planning, working with the Area Operations teams to understand and sell open machine capacity and value-added services, and supports cross-functional teams to ensure sales strategy execution. How you will impact WestRock: Define overall account vision, ‘Play to Win' and account growth plan for targeted customers by aligning market trends and customer needs with WestRock solutions Identify pricing dynamics within accounts to inform WestRock commercial decisions Effectively articulate sales vision and strategy to identify leads on new opportunities, manage prospects and develop a robust sales pipeline Meet or exceed individual budgeted and volume sales goals to contribute to the organization's annual targets objectives Effective utilization of CRM system (Salesforce.com) to manage opportunities & pipeline on a consistent basis Ability to navigate within customers organizational structure and build relationships at multiple levels Manage contractual relationships and negotiate multi-year contracts Deliver results by executing on weekly, monthly, quarterly, and annual sales targets Drive Commercial Excellence to exceed Area volume and profit goals through new account development within targeted segments, growth in existing accounts, margin improvement plans and enterprise sales support Utilize internal resources to leverage knowledge of market trends and competition Monitor profitability levels to track progress against budgeted targets and analyze monthly financial summaries Understand market dynamics and business drivers that define long-term commercial strategies and have an impact on Area and develop strategies to reach company objectives Develop working relationships with other WestRock facilities to create opportunities for additional revenue streams across the enterprise capabilities Seek and qualify prospective customers in accordance with Sales strategy Collaborate with cross-functional teams to ensure effective execution of the overall Sales strategy Collaborate with cross-functional teams to identify value add opportunities to improve margins Manage customer engagement through the sales lifecycle to ensure contractual obligations are met and to enable customer satisfaction What you need to succeed: Bachelor's degree preferred 2-5+ years of business-to-business (B2B) Sales experience (Manufacturing/service industry preferred) Related experience in sales execution and pipeline management Ability to drive results by influencing others within different functions Ability to create and deliver engaging presentations to internal and external audiences Demonstrated sales competence and financial acumen Microsoft Office - Excel, Outlook Experience with Salesforce.com Reporting tools such as Power BI, QlikView What we offer: Corporate culture based on integrity, respect, accountability and excellence Comprehensive training with numerous learning and development opportunities An attractive salary reflecting skills, competencies and potential A career with a global packaging company where Sustainability, Safety and Inclusion are business drivers and foundational elements of the daily work.
    $33k-62k yearly est. 15d ago
  • OTC Sales Representative

    Mills & Nebraska

    Finance Service Representative Job 23 miles from Winter Garden

    The OTC Sales Representative at Mills & Nebraska is responsible for driving sales, providing exceptional customer service, and supporting the company's business objectives. This role involves assisting customers with material selection, processing sales orders, and proactively generating new business opportunities. The OTC Sales Representative plays a key role in maintaining customer relationships and ensuring smooth sales operations while upholding the company's mission, vision, and values. MAJOR RESPONSIBILITIES Greet walk in customers in a timely and professional manner. Determine customer needs and assist with their selection of materials. Takes incoming sales orders from telephone calls, emails and walk-in will-call customers, complete order documentation. Contact current customers via phone, email, personal visit, to generate orders for delivery on scheduled delivery routes and to inform customers of specials and sales promotions. Follow-up by email or telephone with customers regarding back-ordered materials, delivery dates, job quotes, etc. Assist in the collection of payment from customers. Performs customer service function by recommending substitute or other merchandise better suited to the customer's needs and requirements. As needed, assist in creating material schedules with customers. Use sound professional judgment while representing the Company. Increases sales volume by contacting potential customers to generate new business. Prepares job order quotations based upon customer requests and information under guidelines established by the Sales and Solutions Manager. Perform other duties assigned AUTHORITY: The OTC Sales Representative acts within company policies and applicable federal, state and local legislation to do whatever is necessary and make any decisions required to carry out effectively the strategic and operational goals of Mills & Nebraska.However, without the approval of the Owner may not: Commit the company to any capital expenditure, dispose of any company asset, sign any lease, contract or agreement. Change or revise established policies, procedures and controls. Engage personally in outside business that could conflict with the company's interests. Enter into a relationship with any employee, which may have, or appear to have, an adverse effect upon his/her ability to carry out responsibilities of the job. SKILLS, KNOWLEDGE & ABILITIES Bilingual (Spanish/English) skills are preferred to effectively engage with our Spanish-speaking clients and meet the growing demand for seamless communication and collaboration in our diverse client base. Microsoft Office proficiency - Word, Excel, Outlook, etc Good working knowledge of construction as related to architectural products, doors, door products and related codes and requirements. Knowledge of field installation and applications extremely helpful. Ability to apply exceptional organizational skills and attention to detail. Possess strong communication, presentation and writing skills. Ability to communicate effectively with all levels of management. Ability to work well under pressure in a fast paced, dynamic environment. Ability to multitask and prioritize effectively. Ability to effectively manage teams as well as work effectively as part of a team. Passion for providing excellent service and quality. Exhibit an entrepreneurial spirit - energetic and self-starter. Through training learn sales software - Acumatica and use with proficiency Analytical and problem-solving skills Time management skills Ability to maintain professionalism and a positive attitude Ability to be autonomous, adaptable, and readily available to fulfill multiple tasks KEY PERFORMANCE INDICATORS (KPI's) Customer Retention and Repeat Orders: Track the Percentage of customers making repeat purchases compared to new customers Order Processing Accuracy: Ensure that sales orders are processed accurately and completely, with all necessary documentation, including customer details and materials selected. New Business Generation: Measure the number of new customers or sales generated from newly acquired accounts within the period. Payment Collection Efficiency: Measure the effectiveness in assisting with payment collections from customers, ensuring timely payments. EDUCATION/EXPEREINCE: High school diploma or GED. Minimum of 1-3 years of like/similar experience preferably supporting a manufacturing, field application or production capacity. ADDITIONAL REQUIREMENTS Must be able to sit for extended periods of time May require on occasional stooping and bending. Must be able to regularly lift/carry up to 20 lbs.; occasionally lift/carry up to 50 lbs Must possess a valid driver's license and drive to and from work locations. Must be able to travel as required for Company business. On occasion work nights and/or weekends during annual warehouse inventory count
    $33k-62k yearly est. 6d ago
  • In-House Sales Representative

    Capital Vacations 3.6company rating

    Finance Service Representative Job 23 miles from Winter Garden

    Job Summary: In-House Sales Representative As an In-House Sales Representative you will be a member of a team that meets with existing Capital Vacations owners and talks through the opportunity to upgrade their ownership package. You will work in an environment which provides many tools to deliver success, including group sales presentations led by industry veterans and team managers to assist closing your sales. The ideal candidate: Ability to work a flexible schedule, including weekends and some holidays. Professional image with tenacious attitude and motivation to succeed Previous sales experience in timeshare, auto, insurance, finance, restaurants, luxury goods, and hospitality is preferred but certainly not required. Why Choose Capital? Highly Compensated - (Commissions paid weekly, plus opportunity to earn monthly bonuses). Highest Total Compensation payout in the market Six figure income potential within first year of employment Paid Training Program Ongoing training, mentor and group presentation programs allowing for rapid potential income for our new hires Multiple Lead/Tour Source Avenues - No Prospecting/Cold calling We provide opportunity for rapid career advancement Benefits Include: Medical, vision and dental insurance (within 60 days of employment) Retirement - 401K Travel perks and discounts
    $40k-74k yearly est. 21d ago
  • Entry Level Sales Representative

    Brooksource 4.1company rating

    Finance Service Representative Job 23 miles from Winter Garden

    Brooksource Associate Account Executive Launched in 2000, Eight Eleven Group committed to 100% organic growth, exclusively promoting from within, while always keeping culture and growth opportunity at the forefront of the business model. What began as a two-person Indianapolis startup, Eight Eleven Group has rapidly expanded to become a market-leading organization within one of the fastest growing industries today: Consulting and Professional Services. As Eight Eleven Group's flagship brand, Brooksource was established to provide human capital solutions to the Information Technology industry. Our team takes a relationship-based, solution-driven approach with Fortune 500 clients to help them solve their technology challenges. We are not just in the business of consulting services - we are in the business of making a meaningful and authentic impact both internally with our employees and externally with our clients and consultants. RESPONSIBILITIES Associate Account Executives are enrolled in a comprehensive outside B2B Sales Training Program focused on learning how to take a relationship-driven, client-focused approach to selling consulting and professional services. Once you complete training, 80% of your time will be spent in front of customer decision makers to build partnerships, pipeline opportunities, and secure win-win engagements with our clients. We use a solution-based selling approach, which includes a Relationship Lifecycle methodology, a structured sales playbook and strategy, and quantitative activity-based goals. Here are the primary drivers for success: Strategically identify opportunities and pursuits in 3-5 designated target accounts Build and sustain long-lasting relationships with new and existing clients within your assigned accounts through onsite client meetings, presentations, and outings such as ball games, dinners, golf, etc. Consult with clients to create solutions that help drive change and successful projects within their organization that deliver positive outcomes Act as a client advocate with a focus on improving the experience of our targeted accounts Present to C-suite executives and champion solutions for their project roadmaps Continue to meet and exceed target sales goals Set personal and team goals through frequent sprint sessions with your manager and sales support team All other job duties and responsibilities as assigned by the Company and/or typical for the position. TRAINING Multi-stage sales training begins with organizational, IT industry and sales foundations Sales Readiness program equips you with knowledge of our sales playbook, core competencies and key selling skills Role playing situational selling exercises and ride-alongs with senior account executives Establishing your client portfolio and fostering executive-level relationships In-Person training at our Headquarters puts knowledge into practice Continued education provided as you ramp up in your sales career Led by Brooksource's President and top sales leaders BENEFITS & PERKS Base salary + uncapped commissions Monthly smartphone stipend and car allowance 401k match program Full health benefits (medical, dental, vision, and HSA) All-expenses-paid Reward Trip each year for top producers and a guest Expense budget for client entertainment Green Team: Opportunity to earn additional compensation for hitting activity goals Paid holidays Paid vacation, sick, and personal days Eight Eleven's BeGiving Program: 1 PTO day per quarter for service work/volunteering Access to Eight Eleven University (internal personal & professional development program) Top-notch training programs at every step in your career Access to a personal financial concierge Genuine, passionate, family-oriented culture WHAT YOU WILL NEED TO SUCCEED Competitive, motivated spirit and desire to succeed Outstanding communication skills and innate ability to connect with people Entrepreneurial spirit with desire to learn and grow Results-driven and forward-thinking Thrives in a fast-paced, collaborative, and positive work environment Bachelor's Degree EEO STATEMENT Eight Eleven Group is an equal opportunity employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, lactation and related medical conditions), gender identity or gender expression, sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristics protected by applicable federal, state, or local laws and ordinances.
    $41k-67k yearly est. 5d ago
  • Sales Representative

    Goosehead Insurance Agency 3.7company rating

    Finance Service Representative Job 23 miles from Winter Garden

    The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more. Principal Duties and Responsibilities The primary responsibility of an Account Executive is to build a book of business through: Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry. Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk. Compensation Summary The first year's earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President's Club trip. Experience and Education Passing the state licensing exam, once hired Legally authorized to work in the United States Required Skills and Abilities Exceptional written and verbal communication Experience in a fast-paced work environment B2B or B2C sales experience or related college major Competitive attitude Networking abilities Entrepreneurial spirit Problem-solving mentality Self-motivated, hands on, self-starter mindset that can do the work Strong time management Strong attention to detail and organization Benefits Summary High quality voluntary health, vision, dental insurance programs Paid holidays, vacation, and sick leave Benefit offerings vary per agency* This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner's franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision. To learn more about our job opportunities, apply here. We look forward to speaking with you!
    $53k-90k yearly 9d ago
  • Employee Services Representative

    Randstad USA 4.6company rating

    Finance Service Representative Job 18 miles from Winter Garden

    We're Hiring! Are you an experienced Contact Center Professional with a passion for HR support? Do you thrive in a fast-paced environment, providing empathetic, solutions-oriented service to employees? If so, we want to hear from you! What You'll Do: Be the first point of contact for employees with HR-related inquiries Provide expert guidance on payroll, benefits, and employee data management Handle a high volume of inbound calls with professionalism and care Demonstrate strong critical thinking, empathy, and active listening to resolve issues Research and analyze HR policies and federal/state regulations to ensure accurate responses Maintain detailed documentation of inquiries and resolutions What We're Looking For: 2+ years of Contact Center or HR experience Strong customer service skills with an emphasis on tone, professionalism, and de-escalation Experience in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) Ability to manage high call volumes while maintaining top-tier service standards Why Join Us? Work with a supportive, dynamic team in a role that directly impacts employees' experiences Gain expertise in HR services while refining your customer service skills Competitive pay, professional development, and the potential for permanent placement If you have strong contact center experience and a passion for helping others navigate HR processes, we'd love to connect! Apply today and take the next step in your career! #Hiring #HRJobs #ContactCenter #CustomerService #HRSupport #JobOpportunity
    $24k-34k yearly est. 23d ago
  • Sales Representative

    Grimco, Inc. 4.1company rating

    Finance Service Representative Job 23 miles from Winter Garden

    Are you looking to be a part of a team where your talents are celebrated, career growth is supported, and driving sales is essential? Joining Grimco means joining a fast paced, business-to-business sales team, where your role directly influences our clients' success. Here, you'll develop lasting relationships in an energized team-based atmosphere while driving growth for both our company and our customers. KEY RESPONSIBILITIES & DUTIES: Proactively call existing customers to research trends/needs, relationship management, follow up, etc. (Approximately 30 outbound calls per day). Answer inquiries from customers concerning products, their uses, distribution, and provide solutions/recommendations. (Approximately 30 inbound calls per day). Emphasize product features, based on analyses of customers' needs and on technical knowledge of product capabilities and limitations. Enter orders, customer information, and purchasing trends into our various computer systems (Order Power, CRM database, Reporting Services, Website, etc.). Achieve weekly, quarterly, monthly, and annual volume and margin sales and GP goals. Collaborate with colleagues to exchange information, such as selling strategies or marketing information. Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations. Maintain a strong understanding of Grimco's selling strategies and continuous learning of our product lines (as well as common industry products and brands). Drive personal vehicle (mileage reimbursement available) to outside sales appointments - must have current registration and valid license. Travel for sales visits, special events, and training (local/regional travel 5-25% of time). KNOWLEDGE SKILLS, ABILITIES & OTHER CHARACTERISTICS: Knowledge of the Sales Cycle. Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods. Ability to take direction and make independent decisions in a fast-paced environment. Interpersonal skills, including the ability to quickly build rapport with both customers and suppliers. Ability to listen to and understand information and ideas to respond to customers' needs, wants, and concerns. Ability to demonstrate a strong sense of urgency and commitment to customers. BENEFITS: Base Salary & Commission Full medical, dental, and vision benefits available. Premiums have remained unchanged for more than 16 years. Short-Term/Long-Term Disability Paid Maternity/Paternity Leave Paid Holidays Vacation Accrual (PTO Rollover) Employee Referral Benefits Volunteer Time Off 401K with Profit Sharing, up to 6% of the employee's total compensation earnings. TRAINING & DEVELOPMENT SALES ORIENTATION -SAINT LOUIS, MO: Opportunity to attend Grimco's Training & Development Sales Orientation in Saint Louis, Missouri. Focused training time consisting of a mix of one-on-one training, virtual training, and shadowing. Training focuses on Grimco's products, computer systems, phones/customers, sales/service, purchasing, logistics, web store, marketing, safety, accounting, human resources, and reports. Split between break-out sessions and hands-on learning environment. Rotation within departments for a diverse look at how employees approach tasks and achieve goals. Full-time salary includes training period. Travel accommodations and expenses provided per Grimco National Travel Policy. Training location determined by corporate/regional training team schedule. ABOUT GRIMCO: Grimco is a national wholesale sign supply manufacturer and distributor with over 50 locations across North America. We focus on distributing quality products and providing excellent service to the sign industry. Our offering of sign supplies includes traffic signs, blanks, substrates, boards, digital print media, wrap films, sign vinyl, application tape, banner material and supplies, sign frames, banner stands, LEDs and electrical accessories, grand format solvent/UV/latex printers, inks, software and more. WHY WORK WITH US IN Orlando? Culture: team oriented, inviting, and everyone wants to help! Stability- Grimco was Established over 150 years ago! We promote from within - our strong performers become our strong leaders. Our sales managers are extremely accessible and work on the front lines of our business! Career advancement-Territory Manager, Sales Specialist, and moving to other departments! Learn more about us at ********************************** By completing this online application for employment, you certify that the information on this application is true and complete to the best of your knowledge. You understand that any misrepresentation or omission of fact in response to any inquiry made in this application may result in rejection of application or, if hired, dismissal whenever it is discovered. You authorize and release all parties from any liability or damage that may result from seeking, furnishing, or using such information. You understand and agree that, if hired, your employment is for no definite period and may, regardless of the date of payment of compensation, be terminated by Grimco, Inc. at any time, for any or no reason, with or without notice. You understand that no representation to the contrary is valid unless in writing, set a definite term of employment, and signed by the company's CEO. You further understand and agree that any job offer is contingent upon your passing, to the company's satisfaction, a drug and/or alcohol test, criminal background check and other possible screenings. You understand that this application is active for 90 days only, and if you do not hear from the company but still wish to be considered for employment after 90 days, you will need to fill out a new application.
    $26k-44k yearly est. 9d ago
  • Sales Representative - Southern Florida

    Diesel Direct Inc. 3.9company rating

    Finance Service Representative Job 23 miles from Winter Garden

    Diesel Direct is hiring! Servicing customers ranging from small business to multi-national corporations, We operate a drip-free delivery operation and hold our people to a high standard of performance and professionalism. We are looking to grow our team with people who share our energy and enthusiasm for creating the best experience for our customers. In addition to exceptional customer service skills, you must have a "can do" attitude. Our Sales Team is the voice and initial point-of-contact for our industry leading company. We will rely on you to use your exceptional sales and consultative skills to understand the needs of interested prospects and turn them into loyal customers. You must be ambitious and outgoing, with a love for calling on customers, building relationships and selling our equipment, products, and services. Responsibilities: Job responsibilities are to oversee and develop fuel sales to drive company revenue Prospect new business and reach established goals within allotted deadlines Track results and trends regularly for business forecasting Share best practices with sales team to overcome challenges Develop and execute innovative sales strategies Establish relationships with prospective customers using various prospecting techniques Resolve customer concerns and complaints Makes the personal time commitment to build the client relationship both during normal business hours and special events Prepare and present sales proposals to current and prospective customers Set appointments with new and existing customer to identify additional needs Become an expert on products and solutions and is knowledgeable of industry changes Prepare various internal reports (weekly prospective agenda, weekly follow-up, account status, etc.) Qualifications: Must have 2-3 years sales experience minimum. Demonstrated history of obtaining new business and retaining current customer base Excellent communication skills, written and spoken Competitive drive, self motivation, and time management skills Established experience in lubricant and/or fuel sales preferred Strong negotiating and problem-solving skills Valid Driver's License and ability to meet our MVR Requirements Reliable transportation to visit customer locations and travel to office location Benefits: We offer a benefits package to our full-time employees. Employees will become eligible to enroll in benefits after a waiting period. These benefits include: Health Insurance Dental Insurance Vision Insurance Life Insurance Paid Time Off Holiday Time Off 401K with Employer Contribution Our company also offers supplemental insurance options that employees can enroll to which include short term disability, long term disability, AD&D, and more. Compensation: Our Total Compensation plan for this position includes a base salary + commission. Equal Employment Opportunity Employer Diesel Direct. does not discriminate against any person because of race, color, creed, religion, sex, gender identity and expression, sexual orientation, national origin, pregnancy, physical or mental disability, age, marital status, familial status, genetic information or any other characteristic protected by federal, state or local law (referred to as "protected status"). This nondiscrimination policy extends to all terms, conditions and privileges of employment as well as the use of all company facilities, participation in all company-sponsored activities, and all employment actions
    $32k-60k yearly est. 60d+ ago
  • Customer Service Representative - Bilingual Spanish $19/hr

    Foundever

    Finance Service Representative Job 33 miles from Winter Garden

    Bilingual Spanish/ English Customer Service Representative Te gusta ayudar a los demás? Eres fluido en inglés y español? Join our dynamic team at Foundever in DeLand, FL, where every interaction is an opportunity to make a difference! We are seeking passionate individuals to join us on-site at our office located at 1398 S Woodland Blvd, DeLand, FL 32720. Please note that candidates must reside within commuting distance to our office. About Foundever Foundever is a global leader in the customer experience (CX) industry. With 150,000 associates across the globe, we're the team behind the best experiences for +800 of the world's leading and digital-first brands. Our innovative CX solutions, technology, and expertise are designed to support the operational needs for our clients and deliver a seamless experience to customers in the moments that matter. Job Overview As a Bilingual Spanish/ English Customer Service Representative at Foundever, you will play a vital role in supporting one of the largest insurance and banking providers in the U.S. You will assist customers with their entry-level banking and financial needs while contributing to a team-centric environment. We believe in investing in our people, which is reflected in our robust paid training program and numerous growth opportunities. Notably, 84% of our managers have been promoted from within. Why You Should Join Us Competitive Pay: Starting at $19/hour, with paid training at $15/hour. Work Schedule: Minimum 40 hours per week, with weekend availability as needed. Comprehensive Benefits: 401(k), medical, dental, vision, wellness programs, paid time off, and employee discounts. Growth Opportunities: Clear pathways for career advancement within the company. What We're Looking For Bilingual Proficiency: Must speak fluent English and Spanish Location: Must reside in DeLand, FL, or within commuting distance Age Requirement: Must be at least 18 years old Education: High school diploma or GED equivalent is required Experience: Preferred 6 months to 1 year of relevant work experience Availability: Must have flexible availability during operating hours Customer Service Skills: A professional attitude and strong aptitude for customer service are essential Key Skills Tech-Savvy: Proficient in navigating system tools to search for information and answers Customer Service Excellence: Demonstrated ability to deliver exceptional service consistently Reliability: Dependable and responsible, with a strong commitment to your role Critical Thinking: Capable of assessing situations and developing empathetic solutions Service Orientation: A personal drive to serve others with compassion and professionalism Organizational Skills: Strong organizational abilities to manage tasks effectively Self-Motivated Learner: Ability to independently learn and successfully pass the paid training provided by Foundever. Military Partners We proudly support military families through partnerships with Military One Source and other veteran organizations. We value the unique skills and experiences that veterans bring to our workforce. Equal Opportunity Employment (EEO) Foundever is committed to selecting, developing, and rewarding the best person for the job based on the requirements of the work to be performed and without regard to race, age, color, religion, sex, creed, national origin, ancestry, citizenship, disability/handicap, marital status, protected veteran status, uniform status, sexual orientation, pregnancy, genetic information, gender identity, and expression, or any other basis protected by federal, state or local law. The Company forbids discrimination of all kinds, whether directed at Associates, applicants, vendors, customers, or visitors. This policy applies to all terms and conditions of employment, including recruitment, hiring, promotion, compensation, benefits, training, discipline, and termination. Interested in Becoming Part of Our Team? Visit us at and connect with us on Facebook , LinkedIn , and Twitter .
    $19 hourly 12d ago
  • Banking Associate (Part Time) - Winter Park Village - Spanish Bilingual Preferred

    TD Bank 4.5company rating

    Finance Service Representative Job 18 miles from Winter Garden

    Winter Park, Florida, United States of America **Hours:** 20 **Pay Details:** $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. **Depth & Scope:** + Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services + Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations + Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer + Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience + Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert + Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking + Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization **Education & Experience:** + High school diploma or GED + 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred + Demonstrated Customer Service skills preferred + Ability to work during operating hours to include evenings, weekends and holidays as scheduled + Teller experience preferred + Required to complete Teller training and part 1 of platform training upon hire + Strong organization skills to handle multiple tasks in a fast-paced environment + Excellent communication skills with ability to be concise, clear and consistent + Demonstrated effective problem-solving skills + Demonstrated ability to schedule and prioritize work + Demonstrated ability to work independently and within deadlines + Sound judgment in decision making and problem solving + Proficient in Microsoft Office + Notary License preferred **Customer Accountabilities:** + Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers + Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral + Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings + Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert + Understands and supports the Bank's customer service strategy + Considers the impact of decisions on the well-being of TD, its customers and stakeholders + Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers + Ensures tasks are performed within established policy and procedures + Successfully completes all required job specific, compliance-related training + Understands, utilizes and follows compliance/risk and control programs + Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans + Is knowledgeable of and complies with TD Code of Conduct **Shareholder Accountabilities:** + Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer + Accurately processes cash/deposit/withdrawal transactions and other account servicing requests + Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address + Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents + Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions + Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR + Follows policy and procedure for Customer Authentication + Acts as Dual Control agent when required + Follows all required open/close procedures **Employee/Team Accountabilities:** + Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of + the team + Be an active participant in personal performance and development activities + Acts as a brand champion both internally and externally + Collaborates with team members in contributing to the success of the team and organization + Partners as a team player + Actively seeks opportunities to improve delivery of work with high attention to quality standards + Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills + Positively embraces change + Adheres and participates in TD's Shared Commitments + Models quality service at every Customer interaction + Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience + May train and act as a mentor to newer colleagues **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Frequent + Standing - Frequent + Walking - Frequent + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Occasional + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process. 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. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $22-27.8 hourly 59d ago
  • Patient Financial Services Rep Senior - Refunds - Full Time

    Watson Clinic 4.5company rating

    Finance Service Representative Job 37 miles from Winter Garden

    Summary/Objective: Sr. PFS Refund Representative assists in the operations of the Refund Department to ensure compliance and quality processing of credit balances. Essential Functions Monitoring the Refund Department staff to ensure accurate processing of credit balances. Trains and educates Refund staff to adhere to Standard Operating Procedures and provide accurate and timely refunds. Assists staff with in-depth research to ensure the accurate processing of accounts. Addresses staff concerns in relation to the processing of refunds. Processes all aspects necessary for the completion of compliance audits including research, charge corrections and processing of refunds. Analyzes escalated requests for patient and insurance refunds requiring in-depth research and processing of the refund. Assists with the processing of patient and insurance refund requests. Requirements Required Education and Experience: High School graduate with a minimum of 2 years' experience in a medical business office or a related field. Experience with the claim adjudication process for government and commercial insurance carriers. Basic medical terminology, CPT and ICD codes. Additional Eligibility Qualifications: Basic knowledge of Windows based computer applications. Be able to operate the following equipment: computer, copier, fax, and 10-key calculator. Accurate typing rate of 40 WPM. Aptitude to retain detailed information. Ability to be multi-tasked oriented, to prioritize and produce an acceptable volume of work. Knowledgeable concerning basic telephone etiquette. Has a good speaking voice, able to communicate ideas in a clear and concise manner. Must be able to conduct thorough interviews concerning financial matters in a relaxed and supportive manner. Ability to assess a situation and decide on the best course of action. Possesses good organizational skills. Professional appearance and manner.
    $24k-31k yearly est. 60d+ ago
  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Finance Service Representative Job 18 miles from Winter Garden

    Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company
    $42k-77k yearly est. 28d ago
  • Customer Service Representative- Bilingual Spanish - $19/hr

    Foundever

    Finance Service Representative Job 35 miles from Winter Garden

    Bilingual Spanish/ English Customer Service Representative Te gusta ayudar a los demás? Eres fluido en inglés y español? Join our dynamic team at Foundever in DeLand, FL, where every interaction is an opportunity to make a difference! We are seeking passionate individuals to join us on-site at our office located at 1398 S Woodland Blvd, DeLand, FL 32720. Please note that candidates must reside within commuting distance to our office. About Foundever Foundever is a global leader in the customer experience (CX) industry. With 150,000 associates across the globe, we're the team behind the best experiences for +800 of the world's leading and digital-first brands. Our innovative CX solutions, technology, and expertise are designed to support the operational needs for our clients and deliver a seamless experience to customers in the moments that matter. Job Overview As a Bilingual Spanish/ English Customer Service Representative at Foundever, you will play a vital role in supporting one of the largest insurance and banking providers in the U.S. You will assist customers with their entry-level banking and financial needs while contributing to a team-centric environment. We believe in investing in our people, which is reflected in our robust paid training program and numerous growth opportunities. Notably, 84% of our managers have been promoted from within. Why You Should Join Us Competitive Pay: Starting at $19/hour, with paid training at $15/hour. Work Schedule: Minimum 40 hours per week, with weekend availability as needed. Comprehensive Benefits: 401(k), medical, dental, vision, wellness programs, paid time off, and employee discounts. Growth Opportunities: Clear pathways for career advancement within the company. What We're Looking For Bilingual Proficiency: Must speak fluent English and Spanish Location: Must reside in DeLand, FL, or within commuting distance Age Requirement: Must be at least 18 years old Education: High school diploma or GED equivalent is required Experience: Preferred 6 months to 1 year of relevant work experience Availability: Must have flexible availability during operating hours Customer Service Skills: A professional attitude and strong aptitude for customer service are essential Key Skills Tech-Savvy: Proficient in navigating system tools to search for information and answers Customer Service Excellence: Demonstrated ability to deliver exceptional service consistently Reliability: Dependable and responsible, with a strong commitment to your role Critical Thinking: Capable of assessing situations and developing empathetic solutions Service Orientation: A personal drive to serve others with compassion and professionalism Organizational Skills: Strong organizational abilities to manage tasks effectively Self-Motivated Learner: Ability to independently learn and successfully pass the paid training provided by Foundever. Military Partners We proudly support military families through partnerships with Military One Source and other veteran organizations. We value the unique skills and experiences that veterans bring to our workforce. Equal Opportunity Employment (EEO) Foundever is committed to selecting, developing, and rewarding the best person for the job based on the requirements of the work to be performed and without regard to race, age, color, religion, sex, creed, national origin, ancestry, citizenship, disability/handicap, marital status, protected veteran status, uniform status, sexual orientation, pregnancy, genetic information, gender identity, and expression, or any other basis protected by federal, state or local law. The Company forbids discrimination of all kinds, whether directed at Associates, applicants, vendors, customers, or visitors. This policy applies to all terms and conditions of employment, including recruitment, hiring, promotion, compensation, benefits, training, discipline, and termination. Interested in Becoming Part of Our Team? Visit us at and connect with us on Facebook , LinkedIn , and Twitter .
    $19 hourly 12d ago

Learn More About Finance Service Representative Jobs

How much does a Finance Service Representative earn in Winter Garden, FL?

The average finance service representative in Winter Garden, FL earns between $21,000 and $47,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average Finance Service Representative Salary In Winter Garden, FL

$32,000
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