Client Resources Include Jobs in Usa
25,268 positions found — Page 6
The Client Service Coordinator (\"CSC\") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.
Essential Responsibilities and Tasks
- Live and exemplify the Five Principles of Mars, Inc. within self and team.
- Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.
- Maximize the number of pets seen by the hospital team through a productive and efficiently run hospital to support the needs of our wellness plan clients.
- Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health.
- Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services
- Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.
- Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments.
- Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures.
- Conduct administrative functions as necessary.
- Other job duties as assigned.
The Five Principles
- Quality The consumer is our boss, quality is our work and value for money is our goal.
- Responsibility As individuals, we demand total responsibility from ourselves; as associates, we support the responsibility of others.
- Mutuality A mutual benefit is a shared benefit; a shared benefit will endure.
- Efficiency We use resources to the full, waste nothing and do only what we can do best.
- Freedom We need freedom to shape our future; we need profit to remain free.
Hiring Qualifications / Competencies
Leadership
- Customer Focus
- Peer Relationships
- Integrity & Trust
- Action Oriented
- Listening
Functional
- Preventative care and OWPs
- Communication Skills
- Client Service Skills
- Priority Setting
- Time Management
Capabilities and Experience (Can Do)
- Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.
- Communication skills - Reads, writes and speaks fluent English, using appropriate grammar, style and vocabulary. Correctly spells commonly used English words and job specific terms. Demonstrates exceptionally strong written and verbal communication skills.
- Organizational ability Demonstrates a systematic approach in carrying out assignments. Is very orderly and excels at cutting through confusion and turning chaos into order.
- Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions.
- Client service skills - Consistently ensures the team provides the client with attentive, courteous and informative service. Gains and shows personal satisfaction from delivering great service.
- Intellectual ability - Accurately and consistently follows instructions delivered in an oral, written or diagram format. Can provide directions.
- Mathematical ability - Ability to add, subtract, multiply and divide, and to compute rate, ratio and percent; ability to convert units of measurement.
- Computer skills - Comfortably and confidently uses a computer and specialized software. Microsoft Word, Excel, Access, Outlook, etc.
Attitudes (Will Do)
- Initiative shows willingness and aptitude to use own discretion in taking appropriate steps in finding solutions to problems; presents options and ideas to enhance current processes or procedures. Takes on additional responsibility when both big and small tasks need to be done.
- Integrity Firmly adheres to the values and ethics of Banfield Pet Hospitals. Exhibits honesty, discretion, and sound judgment.
- Cooperativeness Willing to work with others, collaborating and compromising where necessary; promptly share relevant information with others.
- Flexibility Is open to changing situations and opportunities and is willing to perform all tasks assigned.
- Independence Able and willing to perform tasks and duties without supervision.
- Tolerance for Stress / Resiliency Maintains a positive \"can do\" outlook, rebounds quickly from frustrations and unpleasantness, and maintains composure and friendly demeanor while dealing with stressful situations.
Special Working Conditions
- Ability to work at a computer for long periods of time.
- Ability to be confident around pets (i.e., dogs, cats, birds, reptiles, etc.)
- Client needs and work volume may often require more than 40 hours per week to complete essential duties of this job. This position requires special hours including working weekends and evenings.
- Must have mental processes for reasoning, remembering, mathematics and language ability (reading, writing, and speaking the English language) to perform the duties proficiently.
- The noise level in the work environment is moderately high.
- Requires sufficient ambulatory skills in order to perform duties while at hospital.
- Ability to stand, walk, stoop, kneel, crouch, and climb as well as manipulate (lift, carry, move) up to 50 pounds.
- Requires good hand-eye coordination, arm-hand-finger dexterity with the ability to grasp, and visual acuity to use a keyboard and operate equipment.
- Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
- Associate is routinely exposed to a variety of pets that may bite or scratch, and on occasion, exposed to anesthesia, radiation, biological hazards and medication/controlled substances.
Experience, Education and/or Training
- High School Diploma or equivalent preferred.
- Must be at least 18 years old to perform duties involving radiography (x-ray) and exposure to radioactive substances.
- One year related experience required with customer service preferred.
- Medical background (veterinary technician, human healthcare, pharmaceutical, etc.) with medical terminology training is preferred.
Banfield Pet Hospital strongly supports and values the uniqueness of all individuals and promotes a work environment where diversity is embraced. Banfield Pet Hospital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, genetic information, status as a protected veteran, or status as a qualified individual with disability. Banfield Pet Hospital complies with all applicable federal, state and local laws governing nondiscrimination in employment in every Banfield location.
Pay Range: $16.16 - $20.66 Hourly
The pay range listed reflects a general hiring range for the area, with the specific rate determined based on the candidate's experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.
Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets.
Check out some of our \"Meow-velous\" benefits:
- Comprehensive Medical, Dental, and Vision Insurance: Enjoy peace of mind knowing your health and wellness are our top priorities. We've got your essential medical, dental, and vision care covered.
- Generous Retirement Plans (401(k) and Roth): Invest in your future and enjoy a generous company match to help you build a secure financial future.
- Best-in-Class Student Debt Relief Program (for Full-Time DVMs): At Banfield, we understand the significant financial burden of student debt on veterinarians. We are committed to supporting our veterinary professionals and believe that addressing student debt is crucial for the long-term health of the veterinary profession.
- Paid Time Off and Holidays: Take a break
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be DoingUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
What We're Looking ForPerform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
Provide quotes and other account-related information to assist clients.
Organize and assist in the maintenance of complete client account and trade-related records for the FA(s) and certain required files for the branch office.
Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
Provide reports and other information to FA(s), as requested.
Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.
Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.
What You'll BringAdministrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.
Education & ExperienceMinimum Required: High School Diploma or equivalent
Minimum Required: 2 years investment industry experience
Licenses & CredentialsMinimum Required: Series 7 and 63 or 66
Compensation RangeSalary: USD $48,100.00/Yr. - USD $72,100.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit Applications are accepted until the position is filled.
About StifelStifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Title: Insurance Personal Lines Private Client Account Executive, Family Office
Location: Charlotte, NC (REMOTE)
Salary: $120,000k - $145,000k + excellent benefits
Our client, an established Top 20 P&C insurance broker is seeking a Personal Lines Account Executive, Family Office. Position is open due to growth. You will be responsible for overall service of the book of business consisting of High-Net-Worth clients. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Position is 100% remote and will have occasional travel to regional offices.
If interested, please send resume to – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.
Responsibilities:
- Reviews client exposures, loss experience and current coverage and recommends appropriate products and services.
- Presents clients with accurate market data from appropriate resources to advise & counsel on complex risk.
- Familiarity writing with high-net-worth carriers including, but not limited to Chubb, AIG, Zurich, Cincinnati, etc.
- Ability to communicate client’s risk salutation and binding instructions to carriers.
- Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals.
- Serves as main point of contact for the client.
- Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
- Negotiates premiums, coverages, terms, and conditions for prospective clients.
- Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
- Assists with the strategic design of insurance plans for clients with little to no supervision.
- Strategically assists in the remarketing of renewals to ensure a high level of account retention.
- Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies.
- Determines and communicates various options for billing and invoicing.
Education and Qualifications:
- MUST have 8+ years of Private Client and/or Family Office experience!
- Must currently hold an active Property & Casualty License
- Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills.
- Possesses the ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues.
The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.
SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.
SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: ccpa
For 80 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you’ll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you’re worth with a lot of really awesome people.
Ernest is currently in search of a Client Coordinator (B2B customer service rep) for our division located in Houston, TX. This is a full-time position that offers a competitive pay rate, benefits, along with an amazing employee first culture.
Client Coordinators (CCs) are non-exempt, full-time employees of Ernest who work within the Client Coordinator Department at their assigned division. They are responsible for establishing themselves as reliable business partners to each client through understanding their business needs, order history, and other relevant information. CCs utilize this understanding to provide clients with additional product offerings aimed at strengthening their businesses. Specifically, CCs provide support to the clients within a Client Relationship Managers (CRMs) book of business. This involves coordinating routine interactions between clients, CRMs, and other support staff to ensure every client experiences the highest level of service. CCs are trained, supervised, and evaluated by the Client Coordinator Manager at their assigned division.
Required Qualifications:
- High School Diploma or General Education Degree (GED)
- Familiarity with and experience using Microsoft Office (e.g., Word, Excel)
- Strong clerical skills, including data entry and document organization
- Basic computational skills, including converting fractions to decimals, division, multiplication, etc.
- Ability to communicate effectively with internal and external stakeholders, both verbally and in writing
- Demonstrated ability to manage large volumes of emails from multiple accounts simultaneously
- Highly organized, self-starter, who is detail oriented
- Friendly, professional, helpful, and willing to participate in various company activities
Preferred Qualifications:
- 2+ Years of Customer Service Experience
- Working knowledge of Enterprise Resource Planning (ERP) systems
Pay range: $25-28/hour
Similar experience is required. HCHB is also needed.
Position Overview:
The RN Clinical Manager – Home Health works under the direction and guidance of the Branch Administrator to provide supervision of all clinical staff working with high medical acuity clients and/or clients receiving extended non‐licensed support services. This leader is responsible to provide staff orientation and ensure competence as a Preceptor and or ensure RN Case Manager/Preceptor resources are in place. Ensures that services are delivered according to licensing guidelines, professional medical standards and agency policies and procedures.
Essential Job Functions:
- Plans, develops, and manages the clinical programs, services, activities, and employees of the agency consistent with company policy and regional management directives.
- Assists with the oversight of the agency’s growth related to home care.
- Serves as the clinical expert and assists with the operational and financial management of the agency.
- Investigate and take appropriate actions on client/consumer complaints.
- Participate in the recruiting, hiring, and identifying the training needs of clinical staff
- Evaluates programs and services regularly to identify opportunities for improvement.
- Conducts regular client home visits to ensure quality of care and performs home visits as needed.
- Ensures client compliance with federal/state regulations through policy and procedure administration to staff.
- Supervises all clinical staff (RN/LPN/CNA) and perform annual employee evaluations for all clinical staff.
- Responsible for overseeing case management to ensure services that are financially sound.
- Manage caseload as needed for client coverage
Aveanna Healthcare Offers:
- 401(k) with match
- Health, Dental and Vision Benefits for employees at 30+ hours
- Tuition Discounts and Reimbursement
- PTO, Sick Time, and Paid Holidays
Requirements:
- Registered Nurse licensure in the state of practice.
- Obtain and maintain active CPR per agency policy.
- Associates degree required
Preferred:
- 3+ years RN experience in a healthcare setting (home health or hospice)
- Medicare Skilled Nursing experience and a basic understanding of OASIS
HHH
As an employer accepting Medicare and Medicaid funds, employees must comply with all health-related requirements in all relevant jurisdictions, including required vaccinations and testing, subject to exemptions for medical or religious reasons as appropriate.
Notice for Job Applicants Residing in California
Notice for Job Applicants Residing in Florida
Required Skills & Experience
- 8+ years of human resources experience
- HR experience in the 3PL industry
- Strong knowledge of labor laws, compliance, and HR best practices
- Excellent communication, conflict resolution, and organizational skills
- Experience with HRIS systems and workforce management tools
- Ability to thrive in a high-volume, fast-paced environment
- Strong analytical skills for workforce metrics and reporting
Job Description
Insight Global is seeking an HR Manager for one of our premier clients to sit at a new warehouse location in McCook, IL. The HR Manager will oversee all human resources functions within a fast-paced 3PL warehouse environment. This role is responsible for managing recruitment, employee relations, compliance, training, and workforce planning to ensure smooth operations and alignment with business goals. The HR Manager acts as a strategic partner to warehouse leadership, balancing operational needs with employee engagement and retention. As HR Manager in this 3PL warehouse, you’ll play a critical role in shaping the employee experience while ensuring operational excellence. You’ll have the opportunity to influence culture, improve retention, and drive HR strategies that directly impact customer satisfaction and business growth.
About Diversified:
Diversified is a global leader in audio visual and media innovation, recognized for designing and building the world's most experiential environments. Our award-winning team specializes in delivering solutions for the most complex, large-scale and immersive installations. Serving a global clientele that includes major media organizations and retailers, sports and live performance venues, corporate enterprises, and government agencies, Diversified partners with clients to create spaces that bring people together and keep them coming back.
What to Expect:
At Diversified, we're on a mission to create a world without boundaries, where technology enables all people to connect and experience the moments that matter, wherever they choose to be. With clients spanning the globe and an exciting pipeline of projects across industries, Diversified offers more than just a job. We offer a career path with the flexibility to grow personally and professionally, wherever your ambitions take you.
As a Diversified associate, you'll dive headfirst into big, complex, and rewarding projects that push the boundaries of what's possible. Plus, you'll enjoy a flexible work environment, competitive compensation and benefits, and a culture that celebrates diversity and inclusion.
IF YOU CAN DREAM IT, YOU CAN DO IT AT DIVERSIFIED.
At Diversified, we partner with some of today's top organizations to deliver solutions that are leading tomorrow's technology. From bringing the excitement on the field closer to the fans in the stands to connecting 911 operators with their dispatch team - from optimizing operating room efficiencies to enhancing enterprise collaboration across the world - we bring the best and brightest the industry has to offer to each and every project.
Are you looking to take your career to the next level? Acquire new skills and make an impact while growing your career. Be a valued member of our team here at Diversified.
About the Role:
As a Client Coordinator, you'll play a key role in translating business needs into timely, effective marketing execution - helping bring the voice of the customer to life across our brands and markets.
This role is ideal for someone who thrives in marketing production and operations within a B2B2C environment. You'll work closely with internal clients, shared services, and external partners to deliver high-impact communications that support both business growth and customer needs.
We're looking for someone who can become a subject matter expert in the client's capabilities and marketing operations, with a strong understanding of our diverse portfolio and the markets we serve, including Beauty & Personal Care, Building & Infrastructure, Consumer Electronics, and Mobility & Transportation.
You'll help enable go-to-market execution through advanced personalization, segmentation, automation, and operational excellence - delivering targeted, timely, and customer-centric communications that support our strategic goals.
This role is based on-site in Midland, MI.
Primary Responsibilites:
Strategic Liaison & Project Management
* Serve as the primary connection between business teams (clients) and marcom production stakeholders.
* Help in executing strategic marketing plans into actionable communication tactics.
* Manage multiple projects simultaneously, ensuring timelines, deliverables, and quality standards are met.
Digital Campaign Support
* Support end-to-end omnichannel campaign setup; including tracking, and end-to-end reporting.
* Upload leads to CRM and ensure proper data flow for campaign performance.
* Provide digital support for tradeshows and events, including pre- and post-event communications.
Content Development & Execution
* Coordinate and support a wide range of communication tactics:
o Email marketing campaigns (Eloqua)
o .com content enhancements and staging documentation
o Customer-facing collateral (digital and print)
o Internal communications
o Technical and marketing copywriting across all mediums
o Social media coordination and content development
Event & Administrative Support
* Assist with tradeshow logistics and coordination.
* Manage administrative tasks such as printing, asset tracking, and physical material handling.
Consultation & Best Practices
* Advise internal clients on production timelines, turnaround expectations, and best practices-especially as they relate to the client's systems and the unique needs of our specialty businesses.
* Educate teams on timelines, requirements, and workflows.
* Collaborate with creative teams to ensure brand alignment and visual consistency.
* Partner with global translation teams to support multilingual content.
Reporting & Governance
* Track time and project status for reporting and invoicing.
* Identify process improvement opportunities and support governance efforts to streamline execution.
Required Qualifications:
High School Diploma or GED
Associates or BA preferred
General Skills:
* Proactive, solution-oriented mindset
* Strong attention to detail
* Ability to manage time and meet deadlines
* Self-motivated and process-driven
* Comfortable working independently and collaboratively
* Ability to learn and apply technical language and claims
Project Management:
* Strong organizational and multitasking skills
* Ability to manage multiple priorities in a fast-paced environment
* Experience with Workfront or similar project management tools
* Ability to plan, execute, and deliver projects with minimal supervision
* Adaptability and focus under pressure
Communication:
* Excellent written and verbal communication skills
* Familiarity with industry terminology and marketing language
* Experience working with cross-functional teams and external agencies
Technology & Tools:
* Microsoft Office Suite (Word, Excel, PowerPoint, Teams, SharePoint)
* LAN shares
* Eloqua (email marketing platform) and CRM
* Adobe Suite Workfront (project management)
* Familiarity with Creative Studio processes
* Asset management systems
Preferred Qualifications:
* Background in B2B or B2B2C marketing communications
* Experience in marketing operations and administrative production support
* Familiarity with global marketing environments and cross-time-zone collaboration
At Diversified, our people are our most valuable asset, and we provide a global, diverse work culture, benefits, and resources to support you. We have a strong culture of internal career growth and our benefits package includes: Medical, Dental, Vision, and Life Insurance, 401k, PTO, and much more.
What We Offer:
Along with competitive compensation, you will be eligible for the following benefits:
- Multiple medical plan options to suit your family's needs
- Dental (including orthodontic coverage) and vision plans
- Company paid Basic Life, AD&D, Short-Term and Long-Term Disability Insurance, and Employee Assistance Plan (EAP)
- Healthcare and Dependent Care Flexible Spending Accounts (FSA)
- 401k with Employer Match
- Paid Time Off and Paid Holidays
- Voluntary Benefits: Critical Illness, Hospital Indemnity, Accident Insurance, Pet Insurance, Homeowners and Auto Insurance, Supplemental Term and Dependent Life and AD&D, and Legal Services
- Commuter Benefits
- And much more
To learn more about becoming part of the Diversified team, visit us at our career siteor email us at .
Diversified is an equal opportunity employer committed to fostering an inclusive and diverse workplace. All aspects of employment will be based on job requirements, individual qualifications, merit, performance, and business need. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic under applicable law. We believe in fair and equitable hiring practices and strive to create an environment where all individuals feel valued and empowered.
If you require a reasonable accommodation to participate in the application or interview process due to a disability, please contact so we can assist you.
Our compensation ranges reflect the cost of labor across several US geographic markets. The pay details below range from our lowest geographic market up to our highest geographic market. Pay is based on several factors including market location and may vary depending on job-related knowledge, skills and experience depending on the position offered, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits.
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
Client Service Manager
Division: Account Management
About the Role
We are seeking a Client Service Manager (CSM) to serve as the primary point of contact for assigned healthcare and union/fund clients, supporting retiree populations with a high-touch, service-driven approach. This is a hybrid, client- and member-facing position that blends account management, benefit administration, healthcare support, and operational coordination.
The ideal candidate brings healthcare account management or health insurance experience (Medicare experience strongly preferred), thrives in a collaborative environment, and enjoys solving problems—not just identifying them. This role requires professionalism, organization, and the ability to manage multiple priorities across a portfolio of 12–18 clients.
Training Program
All new hires participate in a structured 12-week paid training program:
Weeks 1–6: Hands-on training with the Retiree Advocacy (Call Center) team
Weeks 7–12: CSM-specific training, shadowing, and collaboration with billing and operations
Training is full-time and in-person. After completion, the role transitions to a hybrid schedule (3–4 days in-office; 1–2 remote depending on season).
Key Responsibilities
Client Management & Account Oversight
- Serve as the single point of contact for assigned clients
- Provide information regarding eligibility, billing, member services, and benefit structure
- Interpret client-specific data related to products, billing, eligibility, and plan specifications
- Design, prepare, and coordinate member communications on behalf of clients
- Deliver timely reporting and insights
- Develop creative solutions to client challenges
- Lead client events (virtual and onsite) to strengthen engagement
- Travel occasionally (less than 10%)
Escalation & Service Excellence
- Handle escalated calls from members and clients
- Ensure gold-standard service delivery and maintain service quality expectations
- Maintain strong follow-up practices (24–48 hour turnaround expectations)
Advocacy Team Support (Call Center Partnership)
- Support the Advocacy team with group-specific questions
- Oversee age-ins and disenrollments
- Provide cross-team training when new groups or changes are introduced
- Assist with operational coordination and special projects as assigned
Required Qualifications
- High School diploma or equivalent
- 4+ years of experience in customer-facing roles such as client service, account management, sales, operations, benefit administration, or project management
- 2+ years of healthcare-specific experience (health insurance, provider billing, client benefits, Medicare, or medical call center environment)
- Life & Health License (Arizona) – must obtain within 6 months (company sponsored)
- Proficiency in Microsoft Word, Excel, and Office applications
- Strong written and verbal communication skills
- Professional, self-aware, and detail-oriented
Preferred Qualifications
- Experience with Medicare, Medicare Advantage, or Supplement plans (fully insured or self-funded)
- Salesforce proficiency
- ADIP certification
- Experience managing multiple client accounts simultaneously
- Strong presentation skills and client-facing professionalism
Ideal Candidate Profile
- Comfortable managing 12–18 client accounts simultaneously
- Proactive problem solver who proposes solutions
- Collaborative and willing to “roll up sleeves” during peak seasons
- Highly organized and prepared for client-facing presentations
- Thrives in fast-paced, service-driven environments
- Takes initiative and consistently delivers exceptional service
Work Environment & Culture
- Hybrid schedule (3–4 days onsite weekly; additional remote flexibility during off-peak seasons)
- Business casual dress code
- Fast-paced, team-oriented environment (October–December is peak season)
- Supportive, mission-driven culture
We are seeking an Administrative Specialist (Client File Management) to join our team.
Hourly Range: $16.50 - $18.50
This role is responsible for uploading documents, managing/auditing and entering data into the electronic management systems associated with Cornerstones of Care and the Kansas Department for Children and Families (DCF). This role requires strict standards of confidentiality, excellent communication, and customer service skills to manage a wide range of sensitive records and documents from diverse sources and stakeholders. As a member of the KS Foster Care team, you will work with other team members and report to our Administrative Manager.
WHAT YOU WILL DO:
- Completes data entry and uploading of designated items into Department of Children & Families (DCF) and Cornerstones of Care electronic client management systems (i.e., Care Match & Avatar).
- Organizes and maintains youth files including client records, in accordance with agency/program standards, Department of Children & Families requirements, and other governing directives.
- Duties could include maintaining court calendar & court documents, tracking the acquisition of various records, and ensuring client files correctly contain all necessary documentation.
- Perform periodic client file audits according to both external and internal expectations laid out by Cornerstones of Care and the Department of Children and Families.
WHAT YOU WILL BRING:
Our ideal candidate will have 2 years of administrative, clerical, and/or quality assurance experience, in addition to familiarity with electronic medical record maintenance, and the following:
- Bachelor's or Associate's degree in related field, preferred.
- Familiarity with Foster Care Case Management, preferred
REQUIREMENTS:
- High school diploma or equivalent with 2 years of relevant experience.
- At least 21 years of age and pass background check, physical, and drug screening.
- A valid driver's license, proof of current vehicle insurance, and reliable transportation.
WHO WE ARE:
Cornerstones of Care is a mental and behavioral health nonprofit certified in trauma-informed care that provides evidence-based prevention, intervention, treatment, and support services to help children and families improve their safety and health by making positive changes in their lives. Each year, our team empowers children and families in Kansas, Missouri, and beyond through three key service areas:
- Youth & Family Support - We help youth gain independence through social and living support programs while empowering families with the skills and resources they need to become resilient and successful.
- Foster Care & Adoption - We reunify and unite families while recruiting and providing support to foster parents and youth in foster care.
- Education & Community Trainings - We help students achieve academic success while giving educators the tools to create safe learning environments to improve their students' behaviors and offer innovative learning opportunities to build and improve knowledge in the community.
CORNERSTONES OF CARE'S ORGANIZATIONAL COMMITMENTS:
- Nonviolence - helping to build safety skills and a commitment to a higher purpose.
- Emotional Intelligence - helping to teach emotional management skills.
- Social Learning - helping to build cognitive skills.
- Open Communication - helping to overcome barriers to healthy communication, learn conflict management.
- Democracy - helping to create civic skills of self-control, self-discipline, and administration of healthy authority.
- Social Responsibility - helping to rebuild social connection skills, establish healthy attachment relationships.
- Growth and Change - helping to work through loss and prepare for the future.
OUR WIDE STATEMENT:
At Cornerstones of Care, we commit to fostering a community where every individual, regardless of background or identity, feels deeply welcomed, valued, and empowered. We envision a diverse community where inclusion and welcoming are prioritized. A community where all voices are heard, listened to, and respected. A community where everyone's physical, emotional, social, and psychological needs are met. At Cornerstones of Care, we have a vision where equity is not just a goal but is present in all we do; every team member feels empowered to authentically contribute to their fullest potential. We hold a collective commitment to WIDE (welcoming, inclusion, diversity, and equity) that will drive us forward as a stronger organization.
OUR DIVERSITY STATEMENT:
- We partner for safe and healthy communities.
- We cultivate a culture in which children, families, team members, volunteers, donors, and community partners feel welcomed, safe, respected, empowered, and celebrated.
- We value diversity of race, religion, color, age, sex, national origin or citizenship status, sexual orientation, gender identity and expression, geographical location, pregnancy, disability, neurodiversity, socio-economic, and military status.
- We stand for anti-racism, equity, and inclusivity.
- We insist and affirm that discrimination and violence have no place in safe and healthy communities, including in our organization.
- We strive toward a more welcoming, inclusive, diverse, and equitable organization through our policies, partnerships, and practices.
OUR BENEFITS:
Cornerstones of Care offers a competitive benefits package, which includes:
- 9 Paid Holidays, Unlimited Paid Time Off, and Paid Sick Leave
- Team members who work at least 30 hours per week are eligible for
- Health insurance benefits (medical, prescription, dental, vision)
- Cafeteria plans (Health Savings Account (HSA) and Medical and Dependent Care Flexible Spending Accounts)
- Ancillary insurance benefits (accident insurance, critical illness insurance, hospital indemnity insurance, short-term disability insurance, voluntary life)
- Cornerstones of Care provides long-term disability insurance and basic term life/AD&D insurance at no cost to the team member
- Retirement savings plan (401K) with employer match
- Pet Insurance
- Employee assistance program (EAP)
- Tuition reimbursement program
- Public Service Loan Forgiveness.
- To view more information on our benefits, please visit our Job Openings page at Join Our Team - Cornerstones of Care to download the current benefits guide.
Questions?
Please contact: Cornerstones of Care, People Experience Team
8150 Wornall Rd., Kansas City, MO 64114
Phone: Fax:
Like us on Facebook at: cornerstonescareers
Cornerstones of Care is an Equal Opportunity Employer