Commercial Lines CSR
Service Representative Job In Mesa, AZ
Full job description
CSR
********MUST HAVE EXPERIENCE IN COMMERCIAL INSURANCE AND AGENCY MANAGEMENT SOFTWARE********
**Position Type:** Full-Time
**Work Environment:** Onsite (with future hybrid option)
**About Us:**
At CDS Insurance Agency, we pride ourselves on providing exceptional insurance solutions and outstanding customer service to our clients. Our dedicated team is committed to building lasting relationships with our clients while ensuring their needs are met with professionalism and care.
**Position Overview:**
We are seeking a motivated and detail-oriented Customer Service Representative to join our dynamic team. In this role, you will play a pivotal part in assisting clients, servicing accounts, and contributing to the overall success of our agency.
**Key Responsibilities:**
- Assist clients with inquiries and provide information regarding policies, coverages, and services.
- Service existing accounts by processing endorsements and certificates of insurance accurately.
- Complete logs and data entry tasks in a timely manner to maintain accurate records.
- Utilize agency management software for account handling; prior experience is required.
- Build strong relationships with clients through effective communication and support.
- Collaborate with team members to ensure seamless service delivery.
**Qualifications:**
- Prior experience in an insurance agency or related customer service role is REQUIRED.
- Proficient in using agency management software; specific experience is a must.
- Licensed as an insurance producer is a plus but not mandatory.
- Excellent communication skills, both written and verbal.
- Strong attention to detail and organizational skills.
**What We Offer:**
- A supportive work environment within a small office setting.
- Opportunities for professional growth leading into a hybrid work model.
- Competitive salary commensurate with experience along with benefits package.
If you are passionate about helping others and looking for an opportunity where you can grow your career in the insurance industry, we encourage you to apply!
To apply, please submit your resume along with a cover letter outlining your relevant experience.
CDS Insurance Agency is an equal opportunity employer.
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Benefits:
401(k)
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance
Experience:
Insurance: 1 year (Preferred)
License/Certification:
Insurance Producer License (Preferred)
Ability to Commute:
Mesa, AZ 85209 (Required)
Work Location: Hybrid remote in Mesa, AZ 85209
Call Center Representative
Service Representative Job 17 miles from Mesa
Remote but needs to report to office first day for orientation. Responsible for professionally and courteously serving customers by handling all inbound telephone calls pertaining to Individual and Business-related tax compliance, delinquency and general information requests and inquiries. To succeed in this position candidates should have a bias for doing the right thing and serving others with a positive attitude. This position includes the following: -Answering incoming phone calls in a fast-paced enviroment. -Resolving Tier 1 level issues -Reviewing taxpayer accounts -Verifying, gathering and simultaneously updating key information -Educating taxpayers of online resources and current tax policies -Submitting requests for payment arrangements -Participation in all team engagement activities. -Meeting performance expectations
Strong ability to multitask Basic use of Microsoft Word, Excel and Google Workspace Basic math skills are required - addition, subtraction, multiplication and division. Communicate well both in writing and verbally Great interpersonal skills Retain knowledge easily Creative in problem solving Goal oriented Organized
Previous two positions should each be at least one consecutive year in a fast paced call center. National call centers in industries such as finance/banking, insurance, telecommunications (not technical support).
High school diploma or equivalent.
Client Support Representative
Service Representative Job 6 miles from Mesa
Job Title: Client Support Representative
Department: Customer Success
Reports To: Sales Leader
Wise Pelican is seeking a highly motivated and customer-focused Client Support Representative to join our growing team. the position plays a crucial role in ensuring customer satisfaction, retention, and account growth. This position is responsible for building strong relationships with clients, driving adoption of Wise Pelican's solutions, and proactively identifying opportunities for upselling and cross-selling. If you are passionate about delivering an exceptional customer experience and driving long-term value, this is the perfect opportunity for you.
Key Responsibilities
Customer Onboarding & Engagement - Guide new customers through a seamless onboarding experience and ensure they are set up for success.
Account Management - Maintain strong relationships with assigned accounts, acting as the primary point of contact for support, strategy, and growth.
Retention & Expansion - Proactively identify and address customer concerns to reduce churn while identifying opportunities for upselling and cross-selling.
Customer Advocacy - Act as a customer champion, gathering feedback and collaborating with internal teams to improve products and services.
Performance Tracking & Reporting - Monitor key customer success metrics such as Net Revenue Retention (NRR) and customer health scores to ensure long-term satisfaction.
Qualifications & Experience
2+ years of experience in customer success, account management, or customer support roles.
Proven ability to drive customer retention, satisfaction, and account growth.
Strong communication and relationship-building skills.
CRM experience (HubSpot preferred) and familiarity with customer engagement tools.
Ability to manage multiple customer accounts and prioritize tasks effectively.
A proactive, problem-solving mindset with a passion for delivering exceptional customer experiences.
Why Join Us?
At Wise Pelican, we foster a collaborative, results-oriented environment where every team member plays a pivotal role in our growth. We offer:
Competitive Compensation - Base salary + performance-based incentives.
Career Growth Opportunities - Clear pathways for advancement into senior customer success roles.
Training & Development - Hands-on training, mentorship, and industry-leading tools.
Supportive Work Culture - A team-driven environment that values innovation, collaboration, and success.
Wise Pelican Core Values
At Wise Pelican, our core values define our culture and guide our actions:
Customer-Centric Excellence - Always put the customer first and strive for the best experience.
Innovation & Growth - Embrace new ideas and continuously improve.
Accountability & Ownership - Take responsibility and follow through with commitments.
Collaboration & Teamwork - Work together to achieve success.
Integrity & Transparency - Be honest, ethical, and open in all interactions.
Compensation Structure
Base Salary: $40,000-$45,000 per year
Performance Bonuses:
5% commission on upsells within assigned accounts.
Quarterly Bonus: $2,000-$4,000 based on NRR achievement (e.g., 100% = $2,000; 110% = $4,000).
Application Process
Are you a customer-focused professional eager to make an impact? Apply today by submitting your resume and cover letter, detailing your experience in customer success, retention, and account growth.
Customer Service Representative
Service Representative Job 6 miles from Mesa
Our values start with our people, join a team that values you!
We are the nations largest off-price retailer with over 2,000 stores, and a strong track record of success and growth. Our focus has always been bringing our customers a constant stream of high-quality brands and on-trend merchandise at extraordinary savings. All while providing a fun and exciting treasure hunt experience.
As part of our team, you will experience:
Success. Our winning team pursues excellence while learning and evolving
Career growth. We develop industry leading talent because Ross grows when our people grow
Teamwork. We work together to solve the hard problems and find the right solution
Our commitment to Diversity, Equality & Inclusion, and our community. We celebrate the backgrounds, identities, and ideas of those who work and shop with us because our differences make us stronger. We strive to be a positive force in our community.
Our Corporate headquarters are in Dublin, CA, we have 3 buying offices in key markets in New York City, Los Angeles, and Boston, and 8 distribution centers nationwide. With 2023 revenues of $20.4 billion, we are a Fortune 500 company who is committed to providing an inclusive work environment with continuous learning opportunities and development for our teams.
GENERAL PURPOSE:
The Retail Associate is responsible for ensuring our Customers have a positive shopping experience. The Associate makes eye contact, smiles, and greets all Customers in a courteous and friendly manner, treats fellow Associates with respect, efficiently follows all company best practice standards as outlined in all work centers, maintains a clean work area at all times, and ensures proper merchandise presentation. The Retail Associate is expected to be engaged in these tasks as assigned during all working hours and will be expected to perform a range of functions in all areas of the Store as business needs require. The Associate may be requested to perform additional tasks in specific situations, if performance of these tasks will help achieve our Customer service and operational goals.
ESSENTIAL FUNCTIONS:
Understands that safety is the number one priority and practices safe behaviors in everything they do.
Maintains a high level of awareness on the sales floor to create a safe and secure shopping environment for everyone. Maintains clutter free, clear egress to emergency exits. Immediately corrects or reports any unsafe conditions or practices to Store Leadership.
Treats all Customers and Associates with respect and courtesy; is friendly and professional at all times. Recognizes fellow Associates using Company recognition programs.
Assists Customers in any way necessary - is register-trained, assists Customers with merchandise, and answers Customer questions in a polite and knowledgeable manner. Greets all Customers by making eye contact, smiling and saying "hello" throughout the Store as well as saying "thank you" with every register transaction.
Provides prompt and efficient responses to Customers at all times. Responds to Customer Service calls immediately. Handles all Customer issues in a courteous and helpful way, calling a member of the Store Leadership when needed.
Represents and supports the Company brand at all times.
Performs cleaning tasks such as sweeping, mopping, dusting, wiping counters and mirrors, replenishing restroom supplies, and disinfecting high-touch areas including the front-end, sales floor and restrooms to help maintain merchandise, customer and Team areas.
Maintains a professional appearance and adheres to the Company's dress code at all times.
Performs cleaning tasks such as sweeping, mopping, dusting, wiping counters and mirrors, and replenishing restroom supplies to help maintain merchandise, customer and Team areas.
Performs daily assigned sizing and recovery per company best practice to ensure a neat, clean and organized store that is well-maintained and efficiently merchandised to standards.
Expedites newly received merchandise receipts to the sales floor with a sense of urgency, merchandising all items per company best practice to the monthly presentation guidelines and maintaining merchandise/brand name familiarity within departments to assist Customers.
Understands the Loss Prevention Awareness program, the Shortage Highway, the Store Protection Specialist (SPS) position (where applicable), and merchandise protection standards.
As a representative of Ross Inc., demonstrates integrity and honesty in all interactions with Associates and Customers. Safeguards confidential information, cash and credit card information, and merchandise.
Follows all Mark-Out-of-Stock (MOS) policies, including the identification of MOS merchandise, proper processing of each piece and the notification of Store Leadership to review and approve all disposals.
Follows all policies and procedures concerning cash, check, charge card and refund transactions, voids and offline procedures. Maintains a high level of awareness and accuracy when handling bankable tenders.
Demonstrates a sense of urgency to efficiently perform their role. Maximizes productivity by executing all Store best practices and minimizing steps and touches in their work flow.
COMPETENCIES:
Manages Work Processes
Business Acumen
Plans, Aligns & Prioritizes
Builds Talent
Collaborates
Leading by Example
Communicates Effectively
Ensures Accountability & Execution
QUALIFICATIONS AND SPECIAL SKILLS REQUIRED:
Effectively communicate with Customers, Associates and Store Leadership in a friendly, respectful, cooperative and pleasant manner.
Ability to perform basic mathematical calculations commonly used in retail environments.
PHYSICAL REQUIREMENTS/ADA:
Ability to use all Store equipment, including PDTs, registers and PC as required.
Ability to spend up to 100% of working time standing, walking, and moving around the Store.
Ability to regularly bend at the waist, squat, kneel, climb, carry, reach, and stoop.
Ability to occasionally push, pull and lift more than 25 pounds.
Ability to use janitorial equipment, rolling racks, ladders and other assigned supplies.
Certain assignments may require other qualifications and skills.
Associates who work Stockroom shifts: Ability to regularly push, pull and lift more than 20 pounds.
SUPERVISORY RESPONSIBILITIES:
None
DISCLAIMER
This job description is a summary of the primary duties and responsibilities of the job and position. It is not intended to be a comprehensive or all-inclusive listing of duties and responsibilities. Contents are subject to change at management's discretion.
Ross is an equal employment opportunity employer. We consider individuals for employment or promotion according to their skills, abilities and experience. We believe that it is an essential part of the Company's overall commitment to attract, hire and develop a strong, talented and diverse workforce. Ross is committed to complying with all applicable laws prohibiting discrimination based on race, color, religious creed, age, national origin, ancestry, physical, mental or developmental disability, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), veteran status, military status, marital or registered domestic partnership status, medical condition (including cancer or genetic characteristics), genetic information, gender, gender identity, gender expression, sexual orientation, as well as any other category protected by federal, state or local laws.RequiredPreferredJob Industries
Retail
Customer Support Specialist
Service Representative Job 6 miles from Mesa
3 Month Contract to Start. Possible 3 month extensions.
$20-22/hr.
. 1 day a week from home.
About the Team
Experience Advocates take pride in delivering premier support and a world-class experience to thousands of customers every day. This is a critical frontline role that touches every operation at our client and supports customers during the most meaningful financial decision of their lifetime.
As an Experience Advocate, your day will consist of navigating phones and written communications through multiple platforms, as well as collaborating with internal stakeholders to improve the customer experience. You'll have a front-row seat to view the complexity of our mission and help us build industry-defining solutions while developing real estate mastery along the way.
Role Responsibilities
Be the face and voice of our client, handling the sophisticated needs of our customers with integrity, empathy, and efficiency.
Guide customers to understand all aspects of the home-buying and home-selling process by responding quickly to questions and unresolved issues.
Respond to incoming calls from customers, agents, neighbors, vendors, and partners wanting to learn about our client. This includes assistance with home information, transactions, buying and selling programs, feedback, and partnerships.
Own tough customer interactions that require de-escalation, gathering detailed information, and developing pathways for communication.
Act as a liaison between customers and internal partners to resolve customer issues.
Navigate internal and external knowledge resources to assist in your discernment, find solutions, and deliver accurate information.
Continuously develop your real estate and industry knowledge by participating in training and discussions.
Cultivate a positive environment through engagement and peer interactions while maintaining a growth mindset.
Work closely with internal teams (sales, agents, pricing, home operations) and external partners (title/escrow, lenders) to deliver a perfect experience to customers.
Deeply understand our customer's needs and share insights with our product teams to improve the customer experience and develop new programs that set our client apart.
Meet team performance goals consistently (adherence, productivity, and CSAT).
Remain flexible to work schedules that will include weeknight or weekend coverage.
Skills Needed
Mission-driven. You believe in our client's mission to empower everyone with the freedom to move and can't stop thinking about how we can improve upon our outstanding customer experience.
Hungry. You have the horsepower and whatever-it-takes attitude to give your customers a delightful experience, working outside of normal business hours, including weekends.
True empaths. You naturally put the needs of others before your own and derive energy from helping people. Connecting with and assisting people from all walks of life is what gets you out of bed each morning.
All about the team. You grow by empowering others and taking the time to cultivate growth in your teammates. Before anyone asks, you're always there to lend extra capacity when the team gets overextended.
Skilled communicators + active listeners. You have limitless perseverance and enjoy the challenge of explaining a complex concept multiple times in different ways until a customer truly understands it. Whether it's through a 45-minute phone call or 10 text messages, you're unfazed.
Solution-oriented. You don't just notice problems-you have a bias towards action. If a current policy is creating customer friction or a new tool could make interactions more efficient, you scope the problem, capture supporting evidence, and propose a solution.
Coachable. You have an appetite for feedback and seek out opportunities to become a better operator.
Adaptive and flexible operators. You work well in ambiguity, feel comfortable context-shifting, and adapt quickly to changing processes and tools.
Senior Client Service Associate - Advisor Support Team
Service Representative Job 17 miles from Mesa
At Priority Financial Group (PFG) our core focus is helping quality advisors deliver quality advice. Our Advisor Support Team (AST) is growing, and we need to fill our Senior Client Service Associate role. This dynamic role is instrumental in providing concierge-level support to the financial advisors who are utilizing the AST capabilities, ensuring seamless execution of advisor recommendations, and delivering an exceptional client experience. This role blends advanced client service responsibilities with key paraplanning tasks, making it an ideal opportunity for someone with strong analytical skills who wants to be deeply involved in financial planning without direct client acquisition responsibilities.
Responsibilities:
Provide concierge-level support to financial advisors, ensuring seamless execution of client service requests and financial planning activities.
Manage client onboarding and account maintenance, including processing new account paperwork, transfers, and funding requests while ensuring accuracy and compliance.
Serve as a primary point of contact for advisors and clients, addressing complex service requests, troubleshooting account issues, and liaising with custodians as needed.
Prepare investment proposals, portfolio review materials, and suitability reports to support financial advisors in delivering tailored recommendations.
Monitor and track client portfolios, ensuring proper allocation, investment strategy execution, and adherence to client objectives.
Coordinate and prepare materials for client meetings, ensuring that advisors have all necessary reports, financial data, and supporting documentation. Ensure all relevant compliance and internal business documents are completed and properly filed.
Oversee compliance documentation and ensure all regulatory requirements are met, including proper recordkeeping and adherence to internal policies.
Gather necessary client details for input into financial planning software (e.g., eMoney, MoneyGuidePro) and support advisors in running projections, generating reports, and tracking client financial goals.
Collaborate with internal teams to improve operational processes, enhance client experience, and develop best practices for advisor support.
Proactively stay informed on industry trends, firm policies, and financial planning best practices through professional development and training opportunities.
Requirements:
2+ years of experience in financial planning, paraplanning, or advisory support
Bachelor's degree in finance or a related field is preferred.
Active FINRA Series 7 license required
CFP coursework preferred (not required), ideal candidate would have the CFP as a professional goal.
Proficiency in financial planning software would be ideal (e.g., eMoney, MoneyGuidePro)
Sound understanding of investment products, tax strategies, and risk management
Excellent analytical skills, attention to detail, and problem-solving abilities.
Team player with proven ability to work independently and meet deadlines.
Ability to manage multiple projects efficiently and maintain accurate records.
Compensation:
Base salary of $75,000 - $80,000 annually
Long-Term Revenue Share Model (if AST significantly contributes to new AUM growth)
Team performance bonus - based on overall success of AST in supporting advisors and practice growth
The salary range for this position is competitive and commensurate with experience.
Benefits:
Comprehensive benefits package including health, dental, and vision insurance
Retirement savings plan
Paid time off and holidays
Maternity, Paternity and Bereavement
Professional development opportunities
Additional benefits shared upon request after initial screening
Equal Opportunity Employer:
Priority Financial Group is an equal-opportunity employer. We embrace diversity and inclusion and are committed to creating a workplace that celebrates and supports the diversity of our employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Client Specialist
Service Representative Job 6 miles from Mesa
We are seeking a skilled professional to provide comprehensive solutions to our clients by understanding their business needs, analyzing existing systems, and implementing effective processes. This role involves consulting with clients, troubleshooting system issues, and collaborating with internal teams to ensure seamless service delivery.
Key Responsibilities
Consult with clients to assess and deliver tailored business solutions.
Guide clients toward optimal solutions based on their specific needs.
Analyze current systems, interface requirements, and business processes.
Partner with clients to understand their business challenges and implement appropriate solutions.
Recommend new tools, processes, and approaches to enhance client operations.
Collaborate with sales and customer service teams to ensure client success.
Maintain and expand knowledge of implementation processes, products, and best practices.
Manage complex projects, including:
Calculation updates, special reports, and tax amendments.
Company setup and troubleshooting.
PTO, overtime, and double-time adjustments.
Benefit accrual recalculations and imports.
Researching and assisting clients with tax changes.
Perform other related duties as assigned.
Qualifications & Skills
Required:
2-3 years of experience in a client service or customer service environment OR strong time management and communication skills.
Proficiency in Microsoft Office.
Preferred:
Strong ability to multitask and prioritize in a fast-paced environment.
Excellent client relationship management skills.
Team-oriented mindset with a focus on collaboration.
Ability to work effectively in a structured, performance-driven setting while maintaining high ethical standards.
Problem-solving skills with the ability to escalate procedural issues appropriately.
Learning agility and critical thinking abilities to apply concepts in new situations.
Proficiency in modern web technologies and familiarity with various operating systems.
Strong analytical and time management skills.
Exceptional verbal and written communication skills
Call Center Representative
Service Representative Job 17 miles from Mesa
Job Title - Call Center Representative
Pay:
$18 /hr
Ability to increase to $20/hr within first 3-6 months
Schedule:
Training schedule: Mon - Fri, 1:00pm - 9:30pm
AFTER training:
EVENING and NIGHT shifts only
Must be okay working late nights or overnights + 1 weekend shift per week
*** EVENING & NIGHT SHIFTS ONLY *** MUST be okay working late/overnight ***
Embark on a fulfilling journey with us as a Customer Service Representative in our cutting-edge call center! We're on the lookout for individuals who thrive in a fast-paced environment, are passionate about delivering exceptional customer service, and enjoy tackling challenges head-on. Join our dynamic team and play a pivotal role in assisting customers with their credit card profiles, ensuring their experience is not just satisfactory but truly exceptional.
If you're ready to be part of a team that values excellence and customer satisfaction, your adventure starts here!
Position Overview:
As a Customer Service Representative, you will be at the forefront of ensuring a seamless experience for our customers. Operating in an inbound call center environment, you'll handle approximately 80-100 calls daily, addressing a range of credit card-related issues such as payments, lost/stolen cards, disputes, fraud, transaction review, and balance transfers. Your role involves adhering to performance metrics, delivering high-quality customer service, and escalating complex scenarios to the 2nd tier level of support when needed.
Responsibilities:
Assist customers with credit card profiles and various card-related issues, including payments, lost/stolen cards, disputes, fraud, transaction review, and balance transfers
Handle an average of 80-100 inbound calls per day
Adhere to performance metrics, including average handle time (3-5 minutes), customer feedback surveys, quality of service, and attendance.
Escalate complex scenarios to the 2nd tier level of support for resolution
In-depth training and regular support/coaching will be provided to help you succeed!
Qualifications:
6+ months of call center customer service experience
Financial services/banking experience
-a plus, not required
Strong communication and active listening skills
Basic Microsoft Office and email correspondence experience
Customer Service Associate
Service Representative Job 6 miles from Mesa
Actalent has an immediate internal opening for a Business Operations Associate at our corporate office in Tempe, AZ!
Schedule:
Internal | Permanent
Full Time | Monday - Friday | 8:00 AM - 5:00 PM
Hybrid | 4 days in-office, 1 day remote
Compensation / Benefits:
Hourly: $21.63
Bonus: $1000 per quarter based on individual performance
Benefits: Medical, Dental, Vision, Prescription, 401(k), PTO (20 days), Profit Sharing, etc.
Job Summary
The Business Operations Associate (BOA) is responsible for ensuring the highest level of customer service to external customers as well as corporate and field office employees. The BOA is proficient in the management and collection of customer accounts receivable. Qualities include; building customer relationships, conflict resolution, professionalism, detail oriented, strong follow-up skills, multi-tasking skills, the ability to use independent judgment, ability to function in an open environment and the ability to adapt to changes in the workplace.
Essential Functions
Management of customer accounts, including but not limited to invoicing, collections, PO tracking, customer service and working with clients to resolve outstanding issues
Making routine welcome and maintenance calls to clients
Develop and maintain customer relationships through weekly touchpoints
Manage and maintain a multi-million-dollar book of Accounts Receivable
Support liaison between field offices and other corporate departments
Responsible for gathering the necessary data to assist management with account specific decisions
Auditing account specific reports to ensure accurate billing and client specific information
Work in an ever-evolving environment that thrives on teamwork in order to achieve individual and team goals
Work at the ground-level gaining experience and insight into our business cycle for future career growth
Perform various customer service-related activities
Gain experience using internal and external tools to audit, send and collect on invoicing
Qualifications
BA / BS degree in Business or Accounting preferred
Ability to effectively work in a team-oriented environment that is fair, open, honest, humble, competitive
Thorough knowledge of business policies and account management practices
Strong communication skills and work ethic
Ability to balance daily workload through effective time management, prioritization, and organizational skills
About Actalent
With global headquarters outside of Baltimore, MD, Actalent has an existing network of almost 30,000 engineering and sciences consultants and more than 4,500 clients across the U.S., Canada, Asia, and Europe, including many of the Fortune 500. We give clients access to specialized experts that drive scale, innovation, and speed to market, supporting engineering and science initiatives that advance how companies serve the world. An operating company of Allegis Group, the global leader in talent solutions, Actalent launched as a new specialized engineering and sciences talent services and workforce solutions brand in 2021.
Our Culture
The Actalent experience is one of high standards for professional and personal growth, integrity, and inclusivity. Everyone has ownership in the Actalent culture. We ask each member of our team to help us build our culture by:
Bringing their best selves to work every day in terms of caring, competitive spirit and character
Leading by example and working with purpose and pride
Committing to fostering an inclusive and safe workplace where everyone can be their authentic selves
Our Commitment
Actalent is an equal opportunity employer. We understand the power of a diverse team, celebrate differences, and promote inclusive and accessible environments. To support our colleagues in being their authentic selves and give everyone opportunities for allyship, we offer a range of employee resource groups.
Actalent PRIDE
Empowered Women at Actalent
BIPOC
Military and First Responder
Strong Voices (Bringing people of color together to successfully build relationships through mentorship and high performing partnerships)
Our Corporate Social Responsibility Strategic Partnerships
We form alliances with diversity related national organizations for the contributions they make to the communities we serve, their ability to help our organization make an impact on diversity recruitment in the marketplace and the development offerings they have for our internal employees and consultants. See below for a list of current strategic partners:
BEYA - Black Engineer of the Year Awards
SHPE - Society of Hispanic Professional Engineers
Women of Color Stem Conference
Linkage's Women in Leadership Institute
Girlstart
SAE Foundation
SMASH
National Urban League
SASE - Society of Asian Scientists and Engineers
Allegis Group Foundation
The Allegis Group Foundation is a central part of our commitment to giving back to the communities in which we work and live. Did you know that the Allegis Group Foundation can accelerate your efforts to create meaningful change in our communities? Incorporated in 2000, this philanthropic arm of our business awards direct grants to nonprofit organizations and provides additional financial support through our Employee/Office Match Program.
Check out our Instagram and LinkedIn to see what it's like to be part of our team: instagram.com/weareactalent | *************************************************
#actalentinternal #LI-Onsite
Customer Support Representative
Service Representative Job 17 miles from Mesa
Notice to Candidates: Please respond only to emails from **************** domain when communicating about this position. Be cautious of potential phishing attempts from external addresses. If you receive a message that seems suspicious or is not *****************, do not engage and report it immediately. Your security is important to us.
Customer Support Rep
The Customer Support Representative handles incoming customers calls, serves as a liaison providing product/services information, and troubleshooting and resolving any emerging problems customer accounts might face with accuracy and efficiency. This role is responsible for ensuring excellent service standards are in place, responding efficiently to customer inquiries and maintaining high customer satisfaction in accordance with Fullbay policies and procedures.
Primary Duties & Responsibilities:
Manages large amounts of incoming calls while following Fullbay communication procedures, guidelines and policies.
Generates sales leads.
Takes the extra mile to engage customers by identifying and assessing customers' needs to achieve satisfaction.
Builds sustainable relationships and trust with customer accounts through open and interactive communication.
Ensures excellent service standards, responds efficiently to customer inquiries and maintain high customer satisfaction
Provides accurate, valid and complete information by using the appropriate resources, methods/tools.
Completes expectations of position in order to meet established personal/customer service team sales targets and call handling quotas.
Handles customer feedback and complaints, provides appropriate solutions and alternatives within the time limits; follow to ensure resolution.
Troubleshoots and investigates if there is not enough information to resolve customer complaints
Keeps records of customer interactions, process customer accounts and file documents.
Performs other duties as assigned.
Minimum Education & Work Experience:
High School Degree or equivalent
Two (2) Years of prior customer support work experience or experience working as a Client Service Representative or related position
Key Skills and Qualifications:
Strong computer skills and experience with MS Office Products (Word, Excel, Powerpoint) and Google Suite.
Familiarity with CRM systems and practice
Track record of over-achieving quota
Strong phone contact handling skills and active listening skills
Excellent communication (both verbal and written) and presentation skills
Customer service focussed with the ability to adapt/respond to different types of characters
Troubleshooting and problem solving ability
Strong interpersonal skills and able to demonstrate patience, empathy, and ability to be passionately communicative.
Ability to multitask, prioritize, and manage time effectively
Proficiency with 10-key typing and data entry.
Physical Demands and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Regularly required to sit at a desk in front of a computer and use hands to finger, handle, or feel objects, tools, or controls (including a computer keyboard and operating a telephone), lift and/or move up to 10 pounds.
Frequently requires the use of hands and arms for reaching, as well as the ability to walk and communicate effectively through speaking and listening.
Specific vision abilities required by this position include close vision, color vision, and the ability to adjust focus.
Noise level in the work environment is usually moderate.
Type on a computer keyboard and look at a computer monitor, and operate a cell phone or a computer-based phone.
Customer Service Representative
Service Representative Job 17 miles from Mesa
Insurance Customer Service Representative - Hybrid | $2,000 Sign-On Bonus
Why Join Us?
$2,000 Sign-On Bonus (Paid in two installments: $1,000 at 45 days & 1 year)
Hybrid Work Setting after 6-month training (2 days remote per week)
Competitive salary: $46,135 - $48,635
Full benefits, including medical, dental, vision, 401(k), and tuition assistance
The Role:
Join a fully paid, six-month training program designed to equip you with the skills needed for success in insurance customer service. You'll assist members with insurance quotes, policy changes, billing, and claims while ensuring excellent customer service across phone, email, and chat.
What You'll Do:
Respond to customer inquiries via phone, email, and chat
Provide personalized insurance solutions and support
Assist with policy quotes, underwriting, and coverage changes
Maintain Property & Casualty insurance license (provided and paid for)
Navigate multiple systems in a fast-paced contact center environment
What You Need:
High School Diploma or GED
Strong communication and customer service skills
Ability to obtain a Property & Casualty license before hire (training provided)
What Sets You Apart:
1+ year of customer service or sales experience
Contact center or insurance experience
Military service or military spouse/domestic partner
Start a new career in insurance with paid training, a hybrid schedule, and a sign-on bonus. Apply today!
Customer Service Specialist
Service Representative Job 17 miles from Mesa
Quantum is a dynamic and fast growing financial company in North Scottsdale and we have an opportunity for Client Services within our Operations team. This is a non-sales account manager in our client services department reporting in to the Operations Manager.
The Client Services team reviews new business applications for various annuity products, provide superior service to our clients and manage their accounts through pre and post sales issues. This role manages a client account list and provides assistance to the internal sales team to process business. You are eligible to be bonused on those sales numbers, so you have skin in the game. If you are ready to build relationships with your client list accounts and manage their day to day business with Quantum, we have the job for you.
Qualifications
Exceptional client service and relationship building skills
Professional written and verbal communication
Solid organizational, time management and problem-solving skills and the ability to work accurately and meet follow-up deadlines with frequent interruptions
Work in a fast-paced environment and interact with all levels within Quantum and its clients
Demonstrated ability to work effectively as a part of a team
All applicants are required to take a PI Survey. All employees are subject to a background check prior to hire. We offer a competitive compensation and benefits package to include medical, dental, life, flexible spending and 401(K). Quantum is an equal opportunity employer.
Customer Service Representative
Service Representative Job 6 miles from Mesa
*THIS POSITION SITS ONSITE FULL TIME IN TEMPE, AZ.
Required Skills & Experience
-Previous experience in the healthcare industry
Nice to Have Skills & Experience
-1-3+ years of experience in an INBOUND customer service role with recent call center experience
-Experience in a high call volume environment, supporting 60-80 calls a day
- Strong verbal and written communication skills
- Experience with 3 computer screens (2 monitors and 1 laptop)
-Experience with performance metrics such as: Average Handle Time, Calls Per Hour, First Call Resolution, Call Quality, Schedule Adherence, Attendance and Punctuality
Job Description
An employer of Insight Global's is looking for onsite inbound CUTOMER SERVICE REPS to sit in the corporate location in Tempe, AZ full time. This group will be apart of the healthcare company and must have experience in a high call volume call center. The role will receive ~80 inbound calls a day from customers, doctors, insurance providers, and more of the healthcare company to help with any questions, technical issues on the systems, and help guide through step-by-step instructions on how to upload documentation to the sites. We are looking for very strong customer service to support patients through uneasy times and will be responsible for working through an intake queue to perform data entry and claims. This role will be assisting several patients and requires representatives to be empathic, patient, and understanding as they are on the phones.
Training:
3-4 weeks
Monday-Friday, 8am - 4:30pm PDT/MST
Shifts:
5 day work weeks - between Monday - Sunday
$21/hr
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
Customer Service Specialist
Service Representative Job 17 miles from Mesa
Annexus is a leading financial institution that designs and distributes innovative investment and retirement solutions. We have an immediate opening for a Client Services Specialist in our North Scottsdale office.
Reporting to the Operations Manager, this position is responsible for assisting with reporting, day-to-day processing, and providing administrative support to ensure effective and efficient operations. If you are an Operations or Back Office pro, this role is for you!
Responsibilities:
Support the issue and processing of our line of fixed annuity products
Support of daily workflow systems
Assist / prepare various reports and presentations as needed
Data entry
Recommend and implement process changes to improve services
Test new technology enhancements into infrastructure to ensuring all business and regulatory objectives are satisfied
Office support services for New Business Organization and Agent support
Receive, direct and relay internal and external communications
Maintain the operations scanning/filing system
Desired Skills and Experience:
2+ years' experience in an investment environment, 2-5 years administrative experience. One of: Series 6, 7, 63, 65, 66 OR Life and Health Licenses strongly desired.
Excellent client service, quality, teamwork.
Typing and 10 key proficiency.
Detail oriented with high level of accuracy, follow up, and follow through
Superior interpersonal, written and oral communications skills with the ability to interact with all levels within the organization and external partners.
Posseses initiative, sound judgment, proactive, and professional demeanor. organized with strong coordinating, multi-tasking and problem-solving skills
Proficient computer skills, including MS Office and Windows environment.
Experience with workflow systems, Salesforce a plus
All applicants are required to take a PI Survey and are subject to a background check prior to hire.
Customer Service Representative
Service Representative Job 39 miles from Mesa
The Icon Protection Customer Care Representative is primarily responsible for providing superior customer service for all internal and external Icon Protection customers through excellent communication utilizing in-depth knowledge of company products, services, policies, and procedures. This position would provide coverage to Domestic and International customer base.
CORE & ESSENTIAL FUNCTIONS:
Contribute to the outstanding reputation of the company by always putting the customer first, treating fellow associates with respect, and conducting business with the highest integrity.
Build, strengthen and maintain positive business relationships by establishing consultative rapport with customers.
Act as point of contact for customer orders, quotes, sample requests, complaints, and compliments.
Process customer sales orders, backorders and pick tickets timely and accurately.
Make customer recommendations to optimize product mix and increase sales in orders, including suggestive selling and upselling of add on items.
Make logistics and freight decisions based on cost and customer needs.
Determine appropriate outside warehouse to process orders.
Provide quick response to incoming customer order status and product knowledge requests.
Partner with sales, marketing, purchasing, production, and shipping/receiving teams relating to customer orders, forecasts, and inventory accuracy.
Perform outbound calls to customers to collect customer satisfaction information regarding promotional goods, services, or tradeshows.
Process customer returns according to established department policies and procedures.
Work closely with the credit department to resolve disputed credit items.
Address customer issues and ensure effective and long-term problem resolution.
Follow up to ensure that all requests and/or problems are resolved satisfactorily.
Provide timely feedback to the company regarding service failures or customer concerns.
Work closely with the Sourcing department to achieve appropriate and timely complaint resolution.
Assist accounting department, as needed, in processing of customer invoices and credits.
Maintain customer account information and communicate to other departments, as needed.
All other duties as assigned.
QUALIFICATIONS, KNOWLEDGE, AND SKILL REQUIREMENTS:
Must possess customer service experience. Possession of at least a high school diploma is required and a post-secondary degree is preferred. Demonstrated aptitude for problem-solving; ability to determine solutions for customers. Must be results-orientated and able to work both independently and within a team environment. Must possess excellent verbal and written communication skills. Must display a professional image in all settings. Proficiency in using Microsoft Office Suite applications required. Customer service experience in a manufacturing environment and with an independent sales team is preferred. Inside sales experience is valued. SAP, Great Plains, Infor, Salesforce or other CRM system experience preferred.
EQUAL OPPORTUNITY EMPLOYER
Icon Protection, Inc. as represented by Garland Surface Protection, Inc, Surface Shields, Inc, Ram Board, Inc., and Trimaco, Inc. are equal opportunity employers. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, national origin ancestry, military status, veteran status, marital status, gender identity or expression, transgender status, citizenship, sexual orientation, age (40 and older), disability (except where the disability prevents the individual from being able to perform the essential functions of the job and cannot be reasonably accommodated), protected veteran status, age, or any other protected characteristic under federal, state or local law.
Customer Service - Bank
Service Representative Job 17 miles from Mesa
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
It is all about learning and growing. Our Bank Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership.
We are currently seeking dedicated professionals to work in our Phoenix office (located at 1 Norterra Drive, Phoenix, AZ 85085) for future bank customer service and sales opportunities in 2025. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.
As a Bank Customer Service Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example; deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services.
What you'll do:
Handle inbound member calls in a fast-paced contact center environment
Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products
Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels.
Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition
Advise and educate members on available USAA digital tools and resources to improve the user experience
Provide outstanding member service by demonstrating empathy, active listening, and professionalism
Apply strong time and call management skills in assisting members with banking needs
Embrace continuous improvement and development through coaching and collaboration with manager and team members
What you have:
High School Diploma OR GED
Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products
Ability to prioritize and multi-task while navigating through multiple business applications
Strong interpersonal and communication skills
Successful completion of a job-related assessment is required
What sets you apart:
US military experience through military service or a military spouse/domestic partner
1 year of customer contact experience in a needs-based sales environment
Prior experience in a fast-paced contact center environment
6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone
Compensation range: The hiring range for this position is: $43,680.00 - $44,680 .00
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Medical Billing/AR Representative
Service Representative Job 17 miles from Mesa
Our client is a large-scale healthcare provider. They have over 4 decades of experience providing pharmacy, clinical, and nonclinical care to patients both at home and throughout their community. They focus on quality, innovation, and improving their community as a whole. They are hiring a Medical Billing/AR Representative to support the full accounts receivable cycle.
The Medical Billing/AR Representative will be responsible for the overall day to day functions of the AR process including cash management, collections, insurance claims, and disputes. Their focus will support overall company initiatives including cost savings and collaboration.
This Role Offers:
3-month contract to hire role with competitive hourly wage.
Company with strong financial standing - parent company over many services and brands.
Over 40+ years of experience and proven industry success.
Company on the cutting edge of healthcare technology innovation.
Massive customer base and a nationwide reputation and presence.
High employee tenure with low red tape culture. They hire professionals and trust their expertise, giving them room to make tangible impacts.
Focus:
Manage the full AR cycle, managing a high volume of collections and invoicing.
Negotiate payment arrangements, send past-due statements, and generate process activities.
Work with insurance companies to file appeals to guarantee max reimbursement.
Be point of contact and subject matter expert for financial reporting and compliance.
Document all AR processes.
Research and resolve explanation of benefits.
Assist team in performing month-end close, general ledger reconciliation, and general bookkeeping duties.
Resolve invoice disputes and other billing inquiries from customers.
Assist with administrative and clerical tasks that support internal accounting, reporting, and reconciliations.
Ensure adherence to HIPAA best practices, government regulations, and proper tax procedure nationally.
Skill Sets:
2+ years of experience in full cycle accounts receivable and insurance collections.
High school diploma required. Higher education strongly preferred.
Experience resolving remits and collaborating with insurance companies to file appeals for claims.
Strong documenting and reporting experience with incredible attention to detail.
Strong understanding of HIPAA policies and regulations.
Quick learner and ability to work in a fast-paced environment.
Strong communication skills and ability to develop creative solutions to business challenges.
About Blue Signal:
Blue Signal is a leading executive search firm specializing in healthcare recruiting. Our healthcare recruiters have expertise in placing high-performing talent in healthcare IT, medical devices, biotechnology, pharmaceuticals, etc. Learn more at bit.ly/3G5DbWr
Entry Level Communications Representative
Service Representative Job 17 miles from Mesa
Launch Your Communications Career: Entry-Level Representative Needed!
Are you a wordsmith with a passion for building connections?
We're looking for a talented and enthusiastic Entry-Level Communications Representative to join our growing team! You'll play a key role in crafting impactful communications that elevate our brand and engage our audience.
In this role, you'll:
Assist with developing and implementing strategic communication plans
Monitor and analyze the effectiveness of communication efforts
Respond to internal and external inquiries in a timely and professional manner
Support with internal and external sales event
Maintain and update communication databases and contact lists
You're a great fit if you:
Possess excellent written and verbal communication skills with a keen eye for detail
Are proficient in Microsoft Office Suite and other communication tools (think CRM platforms)
Can work independently and collaboratively within a fast-paced environment
Have strong organizational and time management skills
Bonus points for experience with social media platforms and content management systems
Why Choose Us?
Opportunity to learn from experienced professionals and develop your communication skills.
Be a part of a dynamic and growing team in a fast-paced environment.
Gain valuable experience across various communication disciplines.
Ready to Launch Your Communications Career?
We encourage recent graduates and aspiring communication professionals to apply!
We look forward to meeting you!
Call Center Specialist
Service Representative Job 17 miles from Mesa
Job Title : Call Center Specialist
Duration : 6+ Months (Possible tenure extension and permanent)
Pay Range : $18-$20 per hr
Work Schedule : Mon-Fri 8AM - 5PM
Job Description:
Answering incoming phone calls in a fast-paced environment.
Resolving Tier 1 level issues -Reviewing taxpayer accounts
Verifying, gathering and simultaneously updating key information
Educating taxpayers of online resources and current tax policies
Submitting requests for payment arrangements
Participation in all team engagement activities.
Skills
Strong ability to multitask
Basic use of Microsoft Word, Excel and Google Workspace Basic math skills are required
Great interpersonal skills
Communicate well both in writing and verbally
Preferred Education & Experience
High school diploma or equivalent.
Bilingual or Spanish speaking is preferred.
The previous two positions should each be at least one consecutive year in a fast-paced call center. National call centers in industries such as finance/banking, insurance, telecommunications (not technical support).
Customer Service Representative
Service Representative Job 6 miles from Mesa
Desired Skills & Experience
-1-3+ years of experience in an inbound customer service role with recent call center experience
-Experience in a high call volume environment, supporting 60 calls a day
- Experience with 3 computer screens (2 monitors and 1 laptop)
-Experience with performance metrics such as: Average Handle Time, Calls Per Hour, First Call Resolution, Call Quality, Schedule Adherence, Attendance and Punctuality
Nice to Have Skills & Experience
-Previous experience in the healthcare industry
Job Description
An employer of Insight Global is looking for onsite inbound customer service reps to sit in the corporate location in Tempe, AZ full time. This group will be a part of the healthcare company and must have experience in a high call volume call center. The role will receive ~60 inbound calls a day from customers, doctors, insurance providers, and more of the healthcare company to help with any questions, technical issues on the systems, and help guide through step-by-step instructions on how to upload documentation to the sites. We are looking for very strong customer service to support patients through uneasy times and will be responsible for working through an intake queue to perform data entry and claims. This role will be assisting several patients and requires representatives to be empathic, patient, and understanding as they are on the phones.
Training: 3-4 weeks Monday-Friday, 8am - 4:30pm PDT/MST
Shifts: 5 day work weeks - between Monday - Sunday
*This position is fully onsite and does not have the opportunity to work from home. *This position does provide all necessary equipment to perform the job.
Compensation: 21/hr