Odoo Crm Tutorial Jobs in Usa

The position optimizes customer interactions within the Service Center by delivering a warm, professional, and consistent experience at every touchpoint. As the first point of contact for walk-in customers and the primary owner of the Service Center phone queue, this role plays a central part in shaping how customers perceive our brand. They greet customers as they arrive, and ensure all interactions (in person, by phone, email, or chat) reflect the company’s values and commitment to exceeding expectations. Their ability to resolve concerns, provide accurate information, and model exceptional service contributes directly to brand perception, customer loyalty, and word-of-mouth recommendations.

The overall objective of the position is to create and maintain a welcoming Service Center environment while delivering high-quality customer support across all channels.

Our company believes in the Ideal Team Player. We follow the model behaviors of Humble (quick to point out the contributions of others), Hungry (self-motivated and diligent), Smart (socially appropriate and aware), Safety-Minded (works to lower safety risks, Quality-Minded (take pride in their work) and Attendance (recognizes their presence is important).

ESSENTIAL JOB DUTIES & RESPONSIBILITIES

• Onsite presence. This position is based at our Service Center and requires regular onsite presence. Remote or hybrid work is not available for this role.
• Greet and welcome customers as they enter the Service Center, ensuring a warm, professional first impression.
• Provide first-line customer support in person, answering questions, and guiding customers through available products and solutions.
• Respond to customer inquiries promptly and accurately via phone, email, chat, or in person with pleasant and efficient chat etiquette.
• Serve as the primary owner of the Service Center for phone queue, striving for strong pickup performance and excellent call handling.
• Manage customer frustrations with empathy and professionalism, resolving issues effectively, and escalating when appropriate.
• Process customer orders and manage transactions with accuracy, efficiency, and attention to detail.
• Schedule deliveries and provide required communication, such as lead times, for Delivery Direct Program.
• Execute Service Center workflows and work instructions to address customer needs and ensure smooth daily operations.
• Contribute to the overall customer experience by ensuring every interaction is positive, informative, and aligning with the company’s values.
• Ability to effectively communicate information, provide inquiry resolution, and respond to customer escalation per expected processes.
• Serve as a knowledgeable resource to customers utilizing company workflows and processes.
• Present customer solutions align with company expectations and standards.
• Effectively carry out a series of work instructions within the service center to address customer needs and process transactions promptly.
• Maintain accurate customer records by documentation of customer interactions in CRM and ERP software.
• Actively supporting the sales department in achieving goals by being a team player and providing uniquely better customer service.
• Utilize technical tools to support customer engineering needs, including basic troubleshooting or process guidance.
• Serve as a liaison between customers, freight carriers, and internal departments.
• Monitor and move slow-moving inventory to improve service center stock numbers.
• Processes RGAs.

NON-ESSENTIAL JOB DUTIES & RESPONSIBILITIES:

• Identify and recommend improvements in sales, marketing, and purchasing processes.
• Support the service center by completing assigned tasks.
• Assist team members as needed.
• Other duties as assigned.

PHYSICAL DEMANDS & WORK ENVIRONMENT:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift to fifteen pounds at times.
• Fast-paced work environment.

COMPETENCY, KNOWLEDGE, SKILLS & ABILITIES:

• Strong computer proficiency in MS Office (Word, Excel, Outlook, Teams), customer relationship management (CRM) and Salesforce.
• Strong written and verbal communication skills
• Troubleshooting and problem-solving abilities.
• Demonstrate and provide exceptional customer service.
• Adaptability and flexibility
• Strong emotional intelligence – empathy, patience, and active listening
• Ability to multitask, prioritize, and manage time effectively in a fast-paced environment.
• Ability to understand and address customer needs.
• High attention to detail and organizational skills.
• Positive customer service attitude and problem-solving mindset.
• Strong interpersonal skills, with a sense of humor appreciated.
• Team-oriented with a strong work ethic and a positive, proactive attitude.

EDUCATION & EXPERIENCE:

REQUIRED:

• High School Diploma or equivalent

PREFERRED:

• Some college or two-year degree
• 2-3 years of sales or inside sales experience

ADDITIONAL INFORMATION:

• This position is an onsite position

The McAlear Group offers a full range of benefits for eligible employee including 401k, health and life insurance, Employee Assistance Program (EAP), disability coverage, and PTO.

The Technical Assistant provides comprehensive administrative and operational support to the Administrative Manager, Project Supervisor, technical staff, and consultants within the business line.

This role is responsible for managing complex scheduling needs, coordinating and documenting business development activities, and ensuring the smooth execution of internal and external engagements. The successful candidate will demonstrate exceptional attention to detail, the ability to manage multiple tasks across various platforms, and a proactive approach to anticipating team needs.

This position requires a high level of organizational skill and the capacity to support a large, multidisciplinary team in a dynamic and fast-paced environment. This candidate will support all administrative aspects of report preparation, general office functions, and business development and sales activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Serve as primary office administrator and point of contact for internal coordination
2. Manage complex scheduling across multiple calendars and platforms (e.g., Outlook, Teams, WebEx)
3. Prepare, edit, format, and style technical reports and project documentation with high attention to detail
4. Coordinate travel logistics for team members, including conferences, business travel and client meetings
5. Track and prepare expense reports and reconcile travel-related costs
6. Maintain and organize business line supplies, file systems, and templates
7. Support QA/QC processes for deliverables, including binder preparation
8. Administer CRM software for proposal and project tracking, ensuring data accuracy and timely updates
9. Assist with internal and external communications, including client correspondence
10. Coordinate and support business development and sales activities such as:
11. Trade show registrations, booth staffing, and follow-up
12. Seminar planning and on-site support
13. Marketing campaigns and proposal development
14. Attendance and note-taking for BD meetings and calls
15. Monitor upcoming events, deadlines, and opportunities, and proactively alert team members
16. Serve as business line quality and safety coordinator, ensuring compliance with relevant regulations

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Proven ability to manage multiple tasks and priorities across digital platforms
2. Strong organizational and time management skills
3. Excellent written and verbal communication abilities
4. Experience supporting large teams or departments
5. Ability to interpret instructions and take initiative beyond assigned tasks
6. Comfortable working independently and collaboratively
7. Familiarity with CRM systems, Microsoft Office Suite, and virtual collaboration tools

EDUCATION and/or EXPERIENCE

B.S. degree in environmental science or comparable field.

One year related experience and/or training; or equivalent combination of education and experience.

Location:  Hybrid, McLean, VA office. 

About Vanbridge, an EPIC Insurance Brokers company. 

Vanbridge bridges the gap between insurance and capital markets, enabling our clients to manage risk, enhance strategies, and strengthen long-term financial performance. We go beyond the perceived limits of insurance to maximize its potential. As part of EPIC Insurance Brokers & Consultants, with revenues approaching $2 billion, we're proud to be consistently recognized as a "best place to work" with exceptional team retention, competitive compensation, and unmatched camaraderie.

Our interdisciplinary team of insurance, capital markets, legal, and tax professionals provides concierge-level consulting on estate, business, and financial planning strategies. We serve RIAs, CPA and law firms, family offices, private equity firms, corporations, and high-net-worth individuals who count on us for world-class solutions.

We are seeking a highly organized, detail-oriented, and proactive Executive Assistant to support the Director of Executive Benefits. This is a dynamic role at the intersection of high-touch client service and sophisticated planning. You'll serve as the operational backbone of a fast-paced practice, ensuring seamless coordination across client engagements, advisor relationships, and internal teams.

The ideal candidate thrives under pressure, anticipates needs before they arise, and brings both polish and practicality to everything they do. You'll gain exposure to advanced insurance concepts, estate planning strategies, and executive benefits, making this an exceptional growth opportunity for someone building a career in financial services.Key Responsibilities

• Provide comprehensive administrative support including calendar management, travel coordination, and meeting preparation
• Prepare and maintain reports, presentations, and documentation with exceptional attention to detail
• Handle confidential information with the utmost integrity and discretion
• Monitor deadlines and ensure timely completion of tasks and projects
• Manage CRM data entry, auditing, and task tracking with accuracy and consistency

• Coordinate client communications, scheduling, and follow-ups to ensure seamless service delivery
• Prepare materials for client meetings including paperwork, presentations, and supporting documentation
• Serve as a "concierge" liaison between advisors, internal teams, and external partners
• Assist with case design support, sharing concepts and strategies, and scheduling virtual meetings
• Support point-of-sale activities and post-sale relationship nurturing

• Review client data including assets, liabilities, insurance policies, estate documents, and tax returns
• Create net worth statements and input retirement planning data into planning software
• Summarize key components of life insurance, annuity, disability, and long-term care policies
• Support illustration and case design processes using industry software
• Conduct research and synthesize data to support strategic recommendations

• 5+ years of experience as an Executive Assistant, Personal Assistant, or similar administrative role
• Bachelor's degree in business, finance, or related field preferred (or equivalent experience)
• Strong proficiency in Microsoft Office Suite, Excel (formulas, pivot tables, reporting)
• Exceptional organizational skills with demonstrated ability to manage multiple priorities under tight deadlines
• Outstanding written and verbal communication skills
• High level of discretion, confidentiality, and professional judgment
• Self-driven with a sense of urgency, adaptability, and a results-oriented mindset
• Team-first mentality with a collaborative, supportive approach

• Experience in financial services, insurance, or executive benefits industry
• Familiarity with CRM systems (Salesforce preferred) and document management tools
• Working knowledge of financial planning software a plus
• Some understanding of life insurance products, planning concepts, or executive benefits (preferred)
• Life, Health, or FINRA Series 6/63 licenses a plus (or willingness to obtain)
• Experience with virtual meeting platforms (Zoom, MS Teams)

• Competitive compensation and comprehensive benefits (medical, dental, vision, pharmacy)
• Hybrid work environment with flexibility and work-life balance
• Exposure to sophisticated financial planning and executive benefits strategies
• Clear pathways for professional growth and career advancement
• A collaborative, supportive culture recognized as a "best place to work"
• Wellness programs, life and disability insurance, and additional employee benefits

COMPENSATION: 

The national average salary for this role is $65, $85,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY Vanbridge/EPIC: 

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page:   

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at:  

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

Position Summary: The Customer Service Representative is responsible for providing best in class customer service for a portfolio of assigned customers for our Healthcare & Specialty Division. We’re seeking a Customer Service Representative who thrives in a dynamic, fast-paced environment and takes pride in delivering

In this role, you'll act as a key liaison between customers and our sales, production, and shipping teams, ensuring orders are accurate, timely, and aligned with customer expectations. If you're a proactive problem-solver who enjoys building relationships, maintaining strong attention to detail, and driving continuous improvements in customer satisfaction, we’d love to have you on our team.

Essential Accountabilities:

• Champion the customer experience by proactively managing orders from placement to delivery, using a customer-centric approach
• Collaborate cross-functionally with internal teams (sales, production, shipping, etc) to ensure seamless communication and order fulfillment
• Leverage modern digital tools (email, Microsoft Excel, CRM systems, and order processing platforms) to receive, process, and track customer orders efficiently
• Create and maintain accurate customer records, including open order reports, order revisions, artwork approvals, and shipping requests
• Work in partnership with sales and operations teams to understand customer provided forecasts and how to better provide attention to meet these demands
• Escalate internal systematic/process concerns until final solution/resolution is provided to customer
• Identify and upsell opportunities by recommending new or complementary products to meet customer needs
• Maintain compliance with all company policies while ensuring exceptional attention to detail in every interaction

KEY CHARACTERISTICS & ABILITIES:

• Exceptional interpersonal and communication skills including strong verbal, written, and public relations skills
• Passionate about exceeding customer expectations
• Values teamwork and supports a team environment
• Desire to continually learn and improve skill set
• Skilled in deescalating situations both over the phone and in writing (email)
• Ability to maintain professional and helpful attitude in high-tension or stressful situations
• Assertiveness in pursuing resolution to issues
• Ability to build trust by providing information to in a way that is candid, informed, encompassing, and not manipulative: receive information from others in a way that demonstrates openness and thoughtful consideration of their ideas
• Must have high attention to detail and accurate data entry
• Must be able to manage multiple work items at one time with a high sense of urgency
• Must have strong problem solving and organization skills
• Shares learning with peers

Minimum Qualifications:

5+ years of experience as a Customer Service Representative at a manufacturing organization. Associate degree or bachelor’s degree preferred.

Required Skills:

• Tech-savvy: Proficiency with Microsoft Office Suite (Excel, Word, Outlook) and CRM/order management tools
• Relationship-builder: Exceptional interpersonal and communication skills, with a focus on maintaining positive, professional relationships
• Detail-oriented and organized: Ability to prioritize tasks, manage time effectively, and maintain a high degree of accuracy
• Bilingual in Spanish is a plus but not required
• Ability to think critically, adapt to changing priorities, and resolve issues effectively

Call Center Customer Service (Second Shift)

We are seeking a customer-focused representative to handle high-volume inbound calls and targeted outbound follow-ups for our online banking customers. This role resolves account inquiries, guides users through digital banking features, and manages escalations with empathy, accuracy, and urgency. Success is measured by first contact resolution, quality assurance, adherence, and customer satisfaction. This is a 6-month contract from March 2026 through September 2026 that is 100% onsite in Blue Ash. Pay for this role will range between $19 and $20/hr. This position is second shift from 12:00pm to 9:00pm Monday through Friday.

Responsibilities

• Manage a heavy volume of inbound customer calls related to online and mobile banking, account access, transactions, card issues, alerts, and security notifications
• Place outbound calls for follow-ups, case closures, fraud confirmations, and service recovery
• Triage, resolve, and document escalations, ensuring timely handoffs and updates when elevated to specialized teams
• Verify customer identity using multi-factor authentication and adhere to security and privacy protocols
• Educate customers on digital features, self-service options, and best practices to prevent fraud and improve account security
• Accurately capture call notes, categorize contacts, and update CRM/ticketing systems in real time
• Meet or exceed performance targets including handle time, after-call work, adherence, quality, and CSAT/NPS
• Identify trends and recurring issues; provide clear feedback to leadership and product teams
• Follow scripts, knowledge base articles, and compliance procedures while tailoring communication to the customer’s needs
• Participate in ongoing training for new products, regulatory updates, and process changes

Qualifications

• High school diploma or equivalent
• 1+ year in a contact center or customer-facing role; financial services or fintech experience a plus
• Strong active listening, de-escalation, and problem-solving skills under time pressure
• Proficiency with CRM/ticketing tools, knowledge bases, and omnichannel workflows
• Clear, professional communication; ability to translate technical steps into plain language
• Strong attention to detail with consistent, accurate documentation
• Ability to work a flexible schedule, including evenings, weekends, and holidays

If you are interested in learning more, please apply now.

About Us

Thomas-Fenner-Woods Agency, Inc., headquartered in Columbus, OH, has been serving the insurance and risk management needs of clients since 1932. We offer a complete program of insurance and risk management services including commercial, personal, employee benefits, life, and health coverage. We are committed to protecting our customers and providing them with the best service possible. Through experience, education and training, we are continuing to analyze the source of risk and address them in the most comprehensive and cost-effective means available. As an independent agency, we represent the most reputable and financially sound insurance companies in the world, while maintaining our customers as our number one priority. Through proper planning and dedicated service, we make insurance work for you.

Commercial Lines Producer

Position Summary:

The primary function of this role is to drive revenue and agency growth by generating new business, cultivating strong client relationships, and providing tailored insurance and risk management solutions. This role plays a critical part in expanding the agency’s presence within target markets and acts as a trusted advisor for commercial clients. The Producer executes proactive sales strategies and ensures the delivery of exceptional service throughout the client lifecycle.

Key Responsibilities:

Business Development

• Proactively identify and pursue new business opportunities through networking, referrals, cold calling, digital engagement, and community involvement.
• Develop and maintain a robust sales pipeline through consistent prospecting and lead qualification.
• Create and present tailored insurance proposals aligned with clients’ risk exposures, operational needs, and financial objectives.
• Represent the agency at industry functions and community events to build brand visibility and strengthen referral networks.

Sales Execution

• Market and sell insurance products across commercial lines and, where licensed personal, life, and health products, in accordance with agency offerings.
• Meet or exceed established individual production goals related to premium volume, new business, policy count, and retention.
• Prepare and submit accurate applications, quotes, coverage comparisons, and binding documentation.
• Maintain up-to-date opportunity tracking and sales activity documentation within the agency’s CRM and management systems.

Client Relationship Management

• Build long-term client relationships by maintaining consistent and proactive communication.
• Conduct annual policy reviews to assess coverage adequacy, identify emerging exposures, and recommend appropriate solutions.
• Serve as a trusted advisor to clients by educating them on risk exposure, coverage options, and policy features.
• Provide responsive, high-quality support to promote client satisfaction and retention.

Collaboration and Compliance

• Collaborate with underwriting, service, and claims teams to ensure seamless onboarding and service delivery.
• Ensure all sales activities are compliant with state licensing regulations and internal agency protocols.
• Stay informed of industry trends, carrier appetites, regulatory changes, and competitive product offerings.

Qualifications:

• High school diploma required; college degree preferred
• 1-2 years of sales or client-facing experience, ideally within insurance, financial services, or related field
• Active Ohio Property & Casualty license required, or the ability to obtain the license within 90 days of hire
• Proficiency in Microsoft Office and CRM platforms; experience with Applied Epic or comparable agency management systems preferred
• Demonstrated success in sales, with strong negotiation and consultative selling skills
• Excellent verbal and written communication skills with strong interpersonal effectiveness
• Client-focused mindset with a high level of professionalism and integrity
• Strong organizational and time-management skills to effectively manage pipeline activity and deadlines
• Sound ethical judgment and commitment to regulatory compliance
• Willingness to travel locally as needed
• Ability to pass a criminal background check, as permitted by law

Schedule: Monday-Friday, 8:30am-5:00pm

Office Location: 155 E. Broad Street, Suite 800, Columbus, OH 43215 (Hybrid Work Options)

Benefits:

• Competitive Compensation Package
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.

Customer Service Specialist – B2B

Location: Long Valley, NJ

Schedule: Full-time | On-site | 8:00 AM – 5:00 PM

Compensation: $60,000–$70,000 base + bonus

This is not a call-center role.

We’re hiring a Customer Service Specialist to join a growing B2B organization that designs and manufactures structural steel pallet racking and warehouse storage systems for customers across the U.S., Canada, and Mexico. This role supports a blended team and works closely with multiple internal functions, including sales, operations, and logistics.

This position is ideal for someone who communicates clearly, works independently, and understands how to add value beyond basic customer support.

What You’ll Do

• Serve as a primary point of contact for customer inquiries via phone and email
• Resolve issues and follow requests through to completion
• Coordinate with internal teams to ensure accurate order processing and timely delivery
• Support multiple business functions within a blended team environment
• Educate customers on additional products and services when appropriate
• Identify trends, recurring issues, and opportunities for process improvement
• Maintain accurate documentation and updates within CRM systems

What You’ll Bring

• Strong written and verbal communication skills
• Experience in a B2B customer service or support role
• Comfort working independently without micromanagement
• Ability to manage multiple priorities in a fast-paced environment
• Experience using CRM systems
• Degree preferred

Why This Role

• Not a high-volume call center
• Direct exposure to multiple areas of the business
• Trusted autonomy and ownership of your work
• Opportunity to grow within a stable, well-established manufacturing organization