Client Meaning Jobs in Usa

7,463 positions found — Page 9

Client Success Representative
Salary not disclosed

Woundtech is seeking a highly motivated, experienced and results driven sales professional to join the Woundtech team as a Client Success Representative for our Palm Beach, St. Lucie, Martin markets. In this role, you will play a crucial role in providing exceptional customer service and support to Woundtech’s clients who refer patients to us for in-home, provider driven wound care services. Our referral partners include MSOs/IPAs, PCPs, Hospital Discharge Planners and Case Managers, Skilled Nursing Facilities, Home Health Companies, and Assisted Living Facilities.


As part of our close-knit team, we value strong team-focused players who excel in collaboration, transparency, resiliency, adaptability, tenacity, strong internal motivation, and a positive approach to problem solving.

  • Responsible for educating IPA, MSO and other referral sources about Woundtech’s services and value, as well as assisting them on how to make referrals
  • Efficiently utilize Salesforce CRM and Geopointe routing before and after each call to maximize your effectiveness and help you more effectively understand which activities lead to results. Document and update client information accurately and in a timely manner in CRM (Salesforce) ensuring data integrity and confidentiality.
  • Develop and maintain a deep understanding of Woundtech’s wound care offerings, becoming a subject matter expert
  • Utilize effective communication and exceptional sales skills to build strong relationships with clients and ensure their needs are met in a timely and professional manner.
  • Collaborate with internal Patient Care Coordination teams to coordinate referrals and ensure the smooth delivery of wound care to clients.
  • Develop and maintain relationships with providers connected with MSOs (Managed Service Organizations), IPAs (Independent Practice Associations), and healthcare delivery organizations in the Market such as hospital systems
  • Demonstrate a commitment to increasing access to care for wound care patients, advocating for their needs and actively promoting our services.
  • Proactively identify opportunities to improve client satisfaction and contribute ideas to enhance the overall customer experience.
  • Stay updated on industry trends, regulations, and best practices related to wound care and in-home care delivery
  • Be confident, polished, and professional in all interactions, driven to succeed, and able to navigate the complex healthcare landscape in the market.

Requirements-

  • Bachelor’s or AA degree preferred
  • Strong preference for candidates with sales or provider relations experience within a MSO, IPA, Health Plan or other managed care focused entity
  • Will also consider candidates a referral driven healthcare services organization, calling on MSO and IPA clients.
  • Demonstrated high drive, energy, and passion for follow up, an uncompromising focus on providing exceptional care and customer service.
  • Excellent sales, communication, presentation, and interpersonal skills, with the ability to effectively communicate value-based information to health professionals including physicians and health care business professionals.
  • Strong organizational and time management abilities, able to handle multiple tasks and prioritize effectively.
  • Recognized as a leader on a team, ability to motivate peers to success with your positive energy and proven approaches—a true team player.
  • Demonstrated proficiency in using CRM, computer systems and software applications relevant to the role, including Salesforce.
  • Familiarity with providers, MSOs, IPAs, and other healthcare organizations in the Market.
  • Commitment to increasing access to care for wound care patients and improving healthcare outcomes.
  • Confidence, polish, and professionalism in all interactions.
  • Flexibility to adapt to changing priorities and a fast-paced work environment.

Benefits:

  • You will participate in a comprehensive incentive program that recognizes the impact of net referrals and starts of care on overall organizational success.
  • Unlock tiered performance bonuses for consistently meeting or exceeding targets.
  • Benefit from a supportive environment that recognizes and rewards a commitment to continuous improvement in sales and client success.
  • Competitive salary and benefits package.
  • Opportunities for professional development and advancement.
  • Collaborative and supportive work environment.

If you are a driven, results-oriented sales professional with a strong desire to make a difference in the lives of wound care patients and the payers and providers that support them, we encourage you to apply. Your expertise will be highly valued as we strive to provide exceptional care and support to our clients. Join the Woundtech team and be part of our mission to increase access to care for complex wound care patients!

Woundtech provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Not Specified
Client Service Agent
Salary not disclosed
Jacksonville, FL 2 days ago
  • Compensation Range: $45,000-$52,000
  • Pipeline Status: This job posting is intended to support future hiring needs and does not represent an immediate vacancy.
  • Use of AI in Hiring: We use artificial intelligence tools to screen and assess applications as part of our hiring process. Human recruiters review all results.



Client Service Agent


Connexions Inc. (CNX) is an appraisal management software that provides fast, reliable and cost-effective valuation services to the lending industry. CNX products manage the full administration of the appraisal process, vendors and support consistent quality control of policies and procedures. CNX is part of The Nationwide Group (TNG) — a pioneer of outsourced financial services software.

Position Summary


The role plays a critical part in the retention of our existing clients; Financial Industry. In this role, you will offer an exceptional client experience (Lenders & Appraisers) through problem solving and client requirement knowledge. You will ensure a smooth appraisal management process by monitoring appraisal requests. This is a Business to Business client service position (no sales). We are currently hiring for a full-time role.


Position Profile

• Excellent communication skills - verbal and written fluency at a professional level

• Post-Secondary Education required.

• Experience handling Client phone calls and email inquiries and delivering an exceptional client experience to financial industry partners.

• Industry experience in any of the following is an asset; business to business services, mortgage processing sector, call center/customer service environment, or professional data entry services

• Be available to work between 8:00 am – 8:00 pm (Eastern Time), Monday through Friday. Some Evenings Required

• Effectively handle client escalations by responding in a timely manner and follow escalation procedures and chain of command

• Sign up new broker user

• Proficient computer skills including competency with MS Word, Excel and Outlook

• Demonstrates sound judgment and effective problem solving skills

• Remains energized and focused in a fast-paced and evolving environment

• Must have speedy and accurate typing skills, and be detail oriented

• Seek opportunities to introduce new ideas and improve processes

• Industry knowledge is preferred but not mandatory.



We thank you for your interest only candidates selected for an interview will be contacted.

Not Specified
$$$ Insurance Advisor Rep- Sell Big - We have great clients! $$$
✦ New
Salary not disclosed
Job Description

Job Description

We are an Office of Professionals who Love what we do and have weekends and holidays off!
HISTORICALLY members of our team stay for a minimum of 3 years, many are at or close to 10 years!
It is surprising how fulfilling what we do everyday is. Never grew up wanting to be in Insurance and Finance, but we get to help and advise great clients every day and the income can be unlimited.
The atmosphere for our company comes first. With our team maintaining clear communication and valuable help, our clients maintain their loyalty far past the rest of our industry. CHECK OUR GOOGLE REVIEWS, PHOTOS AND SOCIAL MEDIA. Colorado knows us by name and remember us for when they need advice or quick help.
We currently have 2 Account Advisors and we need a 3rd to maintain a comfortable work balance for exponential growth.
Position Prospect ARE REQUIRED to contact our office personally to submit a resume and schedule an interview.
This position is for people with initiative and enthusiasm to succeed and make great conversation. With this high energy and high pay is inevitable. So prove it. :)
Work Overview :
- Maintaining existing and new client relationships
-Gaining in New Households, accomplished by great prices, the most comprehensive products in market, impeccable reputation.
-Utilize fully the $100k+ we pour out each year in charity and marketing; Momentum and reliability is the key to our constant incoming referrals.
- Providing product details and answers for current and new portfolios
- Assisting with office to cooperate communication and accuracy - well-oiled machine
- Organizing and maintaining meeting information in our company platform - can you use our system that makes and tracks success
- Helping Clients get life back on track, and they are truly thankful for it - "My Guy/Gal is Awesome!" - our clients
- Distributing the necessary documents to close a new or existing product.
- Finding out how you fit in best in our office, we are like family
Currently Licensed Reps wanted - Unlicensed applicants will receive Licensing Support contingent on offer
90 probational period - Permanent position details and further negotiations can be made - Position is "in office" for day-to-day work with outside time and events made available on personal attributes, involvement and success. Yes, closing deals can often be done in social settings and events - "Family style" set schedule can be made for parents with kids - unlimited income potential and extended vacation time is possible based on efficiency and performance. To be frank, if you don't make at least $75k, it's not for you. Typical team member should make $100k+, Great team members can double that. Working 38-44 hours a week. Company Description
We are Randy Bales Insurance Agency. We have been working professionally in Personal and Commercial Insurance in Colorado for over 10 years! We are also a Financial Planning firm and can provide Mortgage and bank products in house. A one-stop-shop of resources for our clients families and for others portfolios.

Company Description

We are Randy Bales Insurance Agency. We have been working professionally in Personal and Commercial Insurance in Colorado for over 10 years! We are also a Financial Planning firm and can provide Mortgage and bank products in house. A one-stop-shop of resources for our clients families and for others portfolios.
Not Specified
Private Client Director
$10,000
The Opportunity:

As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling. You will report to the Managing Director.

Your Qualifications:

* Consistent and quantifiable individual sales success with stock market investors
* RDR level 4 qualification
* 5+ years of success selling to high net worth individuals
* Quantifiable track record in closing new investor business
* Motivated mindset to set and reach goals: "money is a measure of success"
* Calculated risk-taker; willing to win-some, lose some
* Proven closer; outstanding documented sales ability
* Optimistic outlook; see failures as opportunities to improve and find solutions
* High activity orientation and persistent through setbacks
* Ability to connect with a wide array of audiences through dynamic interpersonal skills
* Highly ethical and professional

Why Fisher Investments Europ e:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.

It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

* 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
* 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
* Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
* $10,000* fertility, hormonal health and family-forming benefit
* A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
* Gym subsidy of up to £50 per month
* Employee Assistance Program and other emotional wellbeing services
* A collaborative working environment that practises ongoing training, educational support and employee appreciation events

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Not Specified
Sr. Client Service Specialist - Weekend Night Shift
✦ New
Salary not disclosed
Justin, TX 10 hours ago
Sr. Client Service Specialist - Weekend Night Shift

Job Category: Client Services

Location: Justin, TX 76247, USA

Description

Essential Job Functions:

  • Responds to orders, general client inquiries, invoice questions and client complaints.
  • Records consistent problem areas
  • Resolves issues with orders, delivery dates or service.
  • Resolves the client's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting corrections or adjustment; following up to ensure resolution.
  • Responses are predominately routine but may require deviation from standard procedures
  • Other duties as assigned

Other Skills & Abilities:

  • Client Service skills
  • Quality Focus
  • Problem Solving
  • Freight Forwarding Knowledge
  • Documentation Skills
  • Listening
  • Resolving Conflict
  • Ability to Multi-task

Physical Requirements:

  • Job may require extended sitting or standing, use of standard office equipment.

Education & Experience:

  • High School Diploma or GED
  • 2-4 years client service experience

Certifications and Licenses:

  • Professional certification may be required in some areas

Why Should You Work for Crane?

At Crane, we believe in providing our employees with excellent benefits at a Great Place to Work.

We offer:

  • Quarterly Incentive Plan
  • 136 hours of Paid Time Off which equals 17 days for the year, that can be used for Sick Time or for Personal Use
  • Excellent Medical, Dental and Vision benefits
  • Tuition Reimbursement for education related to your job
  • Employee Referral Bonuses
  • Employee Recognition and Rewards Program
  • Paid Volunteer Time to support a cause that is close to your heart and contributes to our communities
  • Employee Discounts
  • Wellness Incentives that can go up to $100 per year for completing challenges, in addition to a discount on contribution rates

Come join the leader in logistics and take your career in the right direction.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

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.

We maintain a drug-free workplace and perform pre-employment substance abuse testing.

This position requires the final candidate to successfully pass an E-Verify Check.

Company benefits are contingent upon meeting eligibility requirements and plan conditions.

permanent
Client Care Representative
✦ New
17 - 25
Celina, TX 10 hours ago
Join Our Team of HVAC Service Pros Today!

Do you value professionalism and punctuality? Do you want to work with the best pros in the HVAC industry? If you are an individual who values a rewarding career and providing amazing customer experiences, you may be a match for our team. Opportunities for professional technicians and customer service professionals are now available across the country.

Job Summary

This position answers incoming client telephone calls and assists with the supervision and dispatching of all scheduled service and maintenance calls.

Job Duties
  • Answers incoming client telephone calls and recognizes that this is where the client will form their first impression of the company
  • Good communication with the client is essential! Has a courteous and pleasant demeanor whether on a phone call or not.
  • Ensures that each telephone call is answered before the third ring and that the approved company greeting and script is used each time
  • Schedules all incoming calls into our CRM software (CRM) and coordinates with the technicians for on time arrivals.
  • Notifies clients ahead of time without fail if the Technician is not going to arrive at their home within the scheduled time window
  • Makes outbound calls to club membership clients to ensure that they are satisfied with any repairs
Minimum Requirements
  • High school diploma or equivalent required
  • Service Titan experience is a plus.
  • Above-average verbal and telephone communication skills are essential
  • Must have good computer software skills
  • Prior customer service experience preferred

Compensation: $17.00 - $25.00 per hour

We want to make joining our team as easy as possible. Our team members are the most valuable assets in our organization. It's true, our employees come first! How do we prove it? First things first.

Pay

We believe the best performers deserve the best pay. That's why we want to pay YOU the best competitive rate.

Flexibility

We want YOU to have time for the most important things in your life. Our scheduling is flexible. Find out how we do it.

Career Path

We offer you an unlimited future with our world class training programs. Our training programs include Technical Training, Virtual technical training, communications, sales, and more! If you are serious about your career and want to learn from the best in the industry apply today!

So, if you have a great attitude and a strong work ethic, and are someone who takes pride in the work you do, then we want to hear from you!

permanent
Client Advisor - Miami Design District
✦ New
🏢 A.L.C.
Salary not disclosed
Miami, FL 1 day ago

Summary:  

The A.L.C Client Advisor is a fashion industry professional specializing in styling services to boutique guests, celebrities, public figures, and high-profile individuals. The primary role of a stylist is to curate outfits, select clothing, accessories, and overall looks for guests, ensuring they appear stylish, polished, and on-trend for various events, red-carpet appearances, photo shoots, interviews, public appearances, and life in general.

 

Responsibilities

 

Sales Performance:

  • Achieve and exceed sales and metric goals
  • Utilize product knowledge and trends to provide relevant styling suggestions
  • Actively engage with customers, building relationships to drive repeat business
  • Maintain knowledge of store key performance metrics and work towards targets
  • Collaborate with the management team to develop action plans and sales strategies

Customer Service/Clienteling:

  • Strive to exceed customer expectations by providing outstanding service experiences when interacting with customers
  • Assist customers by selecting appropriate styles based on their needs and preferences
  • Use Product Knowledge to speak to the collection’s vision and the product’s quality
  • Build & maintain an organized client book to generate appointments and drive sales volume through consistent outreach and follow up
  • Proactively reach out to clients based on their preferences and past purchases 

Sales Floor/Operations:

  • Maintain the visual presentation of the store, ensuring VM standards are met
  • Assist in floor sets and replenishment of merchandise as needed
  • Complete opening and closing duties
  • Uphold operational expectations through stock handling, shipping, and receiving, careful packing, light to moderate lifting, and, depending on the location, stairs while lifting.
  • Collaborate with the management team to oversee any additional operational tasks
  • Other duties as assigned

 

The A.L.C. Style Seven! - Key responsibilities of Stylists include:

 

  1. Clothing Selection: Choosing suiting, dresses, separates and accessories that align with the client's style, body type, and the occasion.
  2. Fashion Coordination: Creating cohesive outfits, coordinating colors, patterns, and textures to achieve a desired aesthetic.
  3. Trend Analysis: Staying up to date with the latest fashion trends, collections, and releases to keep clients fashionable and ahead of the curve.
  4. Collaboration: Working closely with team and management to reinforce outfits and accessories for clients' appearances positively.
  5. Fitting: Ensuring garments fit ideally or assisting by coordinating with seamstresses.
  6. Accessorizing: Selecting the handbags and other accessories to complement the overall look and add layering.
  7. Red Carpet and Event Styling: Preparing clients for high-profile events such as award shows, premieres, and weddings, ensuring they make a memorable and fashionable impact.

 

Stylists work closely with guests to understand their preferences, comfort zones, and long-term image goals. They act as fashion consultants, confidants, and creative partners, helping build and evolve their personal connections through clothing and style choices.

 

Becoming a successful A.L.C. Stylist requires a deep understanding of fashion, a keen eye for trends, strong networking skills, and the ability to adapt to diverse personalities and preferences. Our Stylists gain recognition and build trust through their guests' appearances in causal settings, red-carpet events, and social media platforms.

 

 

Qualifications:

  • Previous experience in a retail role, preferably with a fashion luxury/contemporary brand
  • Strong sales, customer service, and communication skills
  • Basic computer skills in retail point of sales system, excel, and word 
  • Organizational skills and an eye for detail
  • A positive, high energy, entrepreneurial spirit
  • A team player who is inspired by other’s successes as well as your own
  • Able to work retail hours, including weekends and holidays


The compensation for this position ranges from $42,500 to $52,000 annually. The rate of pay offered will be dependent upon candidate’s relevant skills and experience. In addition, there is a comprehensive benefits package including: medical, dental, vision, supplemental benefits through AFLAC, a retirement plan various paid time off programs, and employee discount/perks.

Not Specified
Client Advisor - Madison Location
✦ New
🏢 A.L.C.
Salary not disclosed
New York, NY 10 hours ago

Summary:  

The A.L.C Client Advisor is a fashion industry professional specializing in styling services to boutique guests, celebrities, public figures, and high-profile individuals. The primary role of a stylist is to curate outfits, select clothing, accessories, and overall looks for guests, ensuring they appear stylish, polished, and on-trend for various events, red-carpet appearances, photo shoots, interviews, public appearances, and life in general.

 

Responsibilities

 

Sales Performance:

  • Achieve and exceed sales and metric goals
  • Utilize product knowledge and trends to provide relevant styling suggestions
  • Actively engage with customers, building relationships to drive repeat business
  • Maintain knowledge of store key performance metrics and work towards targets
  • Collaborate with the management team to develop action plans and sales strategies

Customer Service/Clienteling:

  • Strive to exceed customer expectations by providing outstanding service experiences when interacting with customers
  • Assist customers by selecting appropriate styles based on their needs and preferences
  • Use Product Knowledge to speak to the collection’s vision and the product’s quality
  • Build & maintain an organized client book to generate appointments and drive sales volume through consistent outreach and follow up
  • Proactively reach out to clients based on their preferences and past purchases 

Sales Floor/Operations:

  • Maintain the visual presentation of the store, ensuring VM standards are met
  • Assist in floor sets and replenishment of merchandise as needed
  • Complete opening and closing duties
  • Uphold operational expectations through stock handling, shipping, and receiving, careful packing, light to moderate lifting, and, depending on the location, stairs while lifting.
  • Collaborate with the management team to oversee any additional operational tasks
  • Other duties as assigned

 

The A.L.C. Style Seven! - Key responsibilities of Stylists include:

 

  1. Clothing Selection: Choosing suiting, dresses, separates and accessories that align with the client's style, body type, and the occasion.
  2. Fashion Coordination: Creating cohesive outfits, coordinating colors, patterns, and textures to achieve a desired aesthetic.
  3. Trend Analysis: Staying up to date with the latest fashion trends, collections, and releases to keep clients fashionable and ahead of the curve.
  4. Collaboration: Working closely with team and management to reinforce outfits and accessories for clients' appearances positively.
  5. Fitting: Ensuring garments fit ideally or assisting by coordinating with seamstresses.
  6. Accessorizing: Selecting the handbags and other accessories to complement the overall look and add layering.
  7. Red Carpet and Event Styling: Preparing clients for high-profile events such as award shows, premieres, and weddings, ensuring they make a memorable and fashionable impact.

 

Stylists work closely with guests to understand their preferences, comfort zones, and long-term image goals. They act as fashion consultants, confidants, and creative partners, helping build and evolve their personal connections through clothing and style choices.

 

Becoming a successful A.L.C. Stylist requires a deep understanding of fashion, a keen eye for trends, strong networking skills, and the ability to adapt to diverse personalities and preferences. Our Stylists gain recognition and build trust through their guests' appearances in causal settings, red-carpet events, and social media platforms.

 

 

Qualifications:

  • Previous experience in a retail role, preferably with a fashion luxury/contemporary brand
  • Strong sales, customer service, and communication skills
  • Basic computer skills in retail point of sales system, excel, and word 
  • Organizational skills and an eye for detail
  • A positive, high energy, entrepreneurial spirit
  • A team player who is inspired by other’s successes as well as your own
  • Able to work retail hours, including weekends and holidays


The compensation for this position ranges from $42,500 to $52,000 annually. The rate of pay offered will be dependent upon candidate’s relevant skills and experience. In addition, there is a comprehensive benefits package including: medical, dental, vision, supplemental benefits through AFLAC, a retirement plan various paid time off programs, and employee discount/perks.

Not Specified
Client Accounts Manager - Roseville, CA
Salary not disclosed
Roseville, CA 2 days ago
Back Client Accounts Manager #4725 Multiple Locations Apply X Facebook LinkedIn Email Copy Job Description:

Job Description:





  • Deliver comprehensive, multi-disciplinary, multi-line customer onboarding experience and oversight, including project coordination across key PMA disciplines

  • Understand and comply with all excess and unbundled carrier guidelines; ensure timely and appropriate carrier engagement and communication protocols are adhered to in accordance with carrier service agreements

  • Execute key program objectives throughout the client engagement; develop and implement short and long-range customer objectives consistent with client business goals and expectations

  • Deliver consultative risk management services across all client and program types to solution for non-standard inquiries, including, but not limited to data management, program oversight, and strategic program direction

  • Serve as a complete subject matter expert on all PMA products and services while maintaining a deep understanding of operational implications of the services provided

  • Maintain deep understanding of services sold on each program and implement comprehensive procedures to control and prevent service creep

  • In partnership with TPA sales and TPA claims timely identify and develop customer solutions to support renewals and demonstrate PMAMC value proposition throughout the life of the program

  • Regularly engage in brand building activity with prospects, customers, brokers, and carriers

  • Demonstrate strong ongoing understanding of industry landscape by participating in industry conferences, webinars, and available learning opportunities

  • Recommend and develop client education opportunities to show PMAMC value to clients and their brokers

  • Drive customer compliance with utilization of PMAMC approved vendor partners by maintaining a strong understanding of the products and services (and their value proposition) offered through PMA

  • Timely initial and ongoing review of Account Management Database ensuring all data is consistently accurate and current

  • Assist assigned customers with interpretation of data analytics specific to the needs of their programs and associated lines of business

  • Partner with TPA data analytics team to evolve ongoing client reporting based on the program expectation, marketplace demands, and long-term customer objectives

  • Implement customer-specific scorecards to showcase value

  • Obtain appropriate industry certifications

  • Expand understanding and technical competency utilizing key PMA software platforms, including, but not limited to Excel, Power Point, Qlik, Hyperion, Sharepoint, and project management tools

  • Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards, and laws applicable to job responsibilities in the performance of work



#LI-Remote

Requirements:

Requirements:





  • Six plus years workers' compensation and auto/general liability claims experience required.

  • Prior TPA and/or account management experience preferred.

  • MUST RESIDE IN CA

  • Bachelor's degree and/or equivalent work experience required.

  • Excellent verbal and written communication skills with demonstrated presentations skills required.

  • Strong analytical and problem solving skills with a solid customer service orientation required.

  • Travel up to 35%





  • Associate in Claims (AIC) or Chartered Property Casualty Insurance (CPCU) designation preferred.



PMA is providing applicants with the anticipated wage range for this position in compliance with state regulations. The wage range for this role is $117,000 to $142,000. Wage ranges are based on national market data and may cover a wide range of geographies. Applicants may be paid above, within or below this range based on a variety of factors.



Not Specified
Commercial Lines Associate Client Representative
✦ New
Salary not disclosed
Woodbury, NY 1 day ago

Position Summary
The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention.
Primary Responsibilities

  • Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.
  • Set up and maintain accurate account details, contacts, and policy information in EPIC
  • Attach, organize, and name documents in EPIC
  • Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, proposal letters, change requests, proofs of insurance etc.
  • Endorse policy in EPIC
  • Create activities in EPIC and assign applicable team-member.
  • Order loss runs

Work Experience
  • 0-2 years experience in Commercial Property and Casualty

Professional Licenses/Certifications
  • Licensed or obtaining state Property & Casualty insurance license within a specified time frame

Essential Skills/Competencies
  • Knowledge of Excel, Word, and other MS Office products to include basic formatting
  • Able to learn coverage fundamentals.
  • Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.
  • Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance.
  • Strong written, oral, and interpersonal communication skills.
  • Able to follow a well-established and familiar set of activities and/or process to derive a solution.
  • Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.
  • Works to achieve stated objectives and delivers results at the close direction of a senior team member.

Education
  • HS Diploma or equivalent


Physical Demands & Working Conditions
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
Compensation
This is a New York based position with a competitive benefits package. The base salary ranges from $50,400 to $66,200, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: .
#LI-MA1

Powered by JazzHR

Not Specified
jobs by JobLookup
✓ All jobs loaded