Account Specialist Jobs Near Me

Onward Search is a specialized staffing and talent solutions company that helps professionals find top jobs with the nation's leading brands. We're looking to hire a People Relations Specialist for our client who offers a range of cryptocurrency products and services tailored for retail investors, institutional clients, businesses, and software developers. This is a 6 month + opportunity. The Client is based in NYC but this is a fully remote position. East Coast Candidates Preferred. Only Candidates Within The USA Need Apply. Hourly Pay: $50hr. Responsibilities: The People Relations Specialist plays a pivotal role in maintaining a productive and compliant workplace by supporting Managers and Employees on Human Relations policies and ensure adherence to regulatory standards. The position focuses on supporting Early to Mid-level Managers in Performance and Exit Processes and Policies. Work with Cross-Functional Teams and Partners such as Legal and Human Resource Business Partners. Manage Employee Relocation, Leave of Absence situations, more. Requirements: BA/BS Degree Required Experience in Human Resources + experience guiding Managers through Performance Management Processes. Ability to develop clear and concise verbal and written communications. Ability to plan and prioritize workload; ability to multitask and meet deadlines with quality product. Finance/Fintech experience a plus. Perks & Benefits: Medical, Dental, and Vision Insurance Life Insurance 401k Program *To qualify for our benefits package, you must work over 30 hours per week and the length of assignment must be a minimum of 10 weeks. To learn more about this opportunity, apply now. Our Recruitment Team will be in touch, guide you through the interview process, and advocate on your behalf.

Job Title: Medical Billing Specialist Industry: Healthcare Billing Pay: $19-$21 per hour, based on experience About Our Client: Our client is seeking a dedicated medical billing specialist for a new position. This role focuses on handling EDI rejections, claims review, and high-level claim scrubbing prior to submission. Job Description: This full-time remote position will primarily involve managing EDI rejections and reviewing claims that require manual intervention before submission. High-level scrubbing of claims to ensure accuracy before sending them to payors is a key responsibility. Key Responsibilities: Manage EDI rejections (primary function) Review and work claims requiring manual intervention before submission Scrub claims at a high level prior to submission to payors Maintain effective communication and resolve billing issues Qualifications: Minimum of 1-2 years of recent billing/claim submission experience required Proof of high-speed internet is required Experience with medical and commercial payors such as BCBS, UHC, Aetna is required Experience with clearinghouses (e.g., Experian ClaimSource, Change, Trizetto) is a must Strong communication skills Must be able to quickly adapt and pick up new systems and processes Additional Details: Hours: Office hours are 6:00am – 6:00pm with flexible shifts (e.g., 6:00am-2:00pm or 10:00am-6:00pm) Training: 2-3 weeks, 8:00am – 4:30pm M-F Contract Duration: 120 days minimum, with potential for long-term consideration Reporting to: Larra and team leads Ideal Start Date: ASAP (Expect 3-week turnaround for equipment setup) Interview Process: Virtual via Microsoft Teams Perks: Remote work with the potential for long-term extension or permanent employment Flexibility in shift selection after training Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

The Manager of Settlements and Billing is responsible for overseeing the verification, validation, and processing of transactional data related to scheduled power from PJM Interconnection’s wholesale energy markets to support multiple large commercial data center customers. This role ensures the accuracy of settlement calculations, compliance with PJM market rules, and timely customer invoicing. Reporting directly to the Vice President of Market Services, the Manager will oversee an Analyst role to support settlement and billing operations. Key Duties and Responsibilities Lead the development, maintenance, and enhancement of an in-house settlements and billing system, ensuring compliance with PJM tariffs, operating agreements, contracts, technical procedures, and government regulations. Oversee the Settlements and Billing Analyst, ensuring the accurate and timely completion of billing and invoicing between the RTO and customers. Develop and mentor the Settlements and Billing Analyst, fostering a culture of accountability, collaboration, and continuous improvement. Act as the primary point of contact for PJM billing inquiries and all other customer billing concerns, proactively addressing issues through transparent communication and resolution strategies. Ensure accuracy and transparency in billing by coordinating information exchange between impacted parties. Review and approve invoices before distribution to maintain billing accuracy and compliance. Serve as the primary liaison between Hyperscale and external financial accounting vendors, ensuring alignment on billing and settlement processes. Monitor compliance with PJM credit obligations, ensuring customers maintain adequate financial resources to meet payment requirements. Maintain accurate records of all billing transactions to support financial audits and regulatory requirements. Provide guidance on internal controls to ensure compliance and operational integrity. Work cooperatively with the Manager of Energy Scheduling to ensure that all customer load is settled and billed in accordance with power supply agreements. Other Duties and Responsibilities Collaborate with cross-functional teams to resolve complex settlement disputes, ensuring awareness of upstream and downstream impacts on financial and operational processes. Monitor PJM market practices and policy updates, actively participating in stakeholder meetings and user groups to stay informed of business rule changes and implement necessary updates to the internal settlements system. Support financial reporting requests across the organization, ensuring data accuracy and alignment with reporting requirements. Perform other duties as assigned by the Vice President of Market Services. NOTE: The duties listed are not intended to be all-inclusive. Additional responsibilities may be assigned at the discretion of upper management. Benefits: 401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Paid time off Tuition assistance Vision insurance Wellness resources This is a remote position. Compensation: $78,000.00 - $100,000.00 per year Powering the Future: About Hyperscale Energy Driving Sustainable Innovation and Scalable Energy Solutions for a Brighter Tomorrow Rappahannock Electric Cooperative (REC) is a consumer-owned electric utility serving homes and businesses across parts of 22 counties in central Virginia. Located to the south of “Data Center Alley” of Northern Virginia’s Fairfax, Loudon and Prince Willliam Counties and north of Virginia’s capital city of Richmond, REC is experiencing unprecedented development, primarily from hyperscale data centers. In 2023, REC created Hyperscale Energy Services, LLC (HES) and HES in turn created wholly-owned companies to provide power supply services to REC’s large data center customers. This innovative, two-tier structure enables REC to provide flexible solutions to multiple data centers, each with their own specific needs and characteristics, while continuing to provide safe, affordable, reliable, and sustainable power to roughly 180,000 homes and businesses. Hyperscale data centers who locate in REC’s footprint can expect the same outstanding service that REC’s members have enjoyed for the cooperative’s 85+ year history, while the HES companies provide ready access to the PJM wholesale power markets. Mission To meet the unique power supply needs of REC’s large-scale data center members while enabling REC to focus on its traditional membership base. Vision To be the essential and valued energy partner that powers our data center customers in an increasingly digital world.

It's fun to work in a company where people truly BELIEVE in what they're doing! Fullsteam is a leading provider of vertical software and embedded payments technology dedicated to helping businesses flourish by providing their customers with seamless experiences. With a dynamic and growing team of over 1,900 employees, we are committed to driving innovation and delivering best-in-class software and payment solutions that empower small and medium-sized businesses across numerous industries. Our purpose is to help our customers grow their businesses and delight their customers. Join us and be a part of a forward-thinking company that values growth, excellence, and the success of our clients. SOS Inventory, part of the Fullsteam organization, is a cloud‑based inventory, order management, and manufacturing solution designed specifically for small‑ and mid‑sized businesses. By integrating directly with QuickBooks Online and popular e‑commerce and logistics platforms-such as Shopify, BigCommerce, PayPal, UPS, and ShipStation-it gives companies real‑time visibility into stock levels, automates order workflows, and manages multi‑level assemblies and bills of materials within a single system. Its flexible customization and support for lot/serial tracking, barcode scanning, partial shipments, and work‑in‑progress tracking deliver functionality well beyond basic inventory tools, helping businesses eliminate manual errors and accelerate time to value. Job Summary: SOS Inventory LLC is seeking a dedicated Customer Onboarding and Retention Specialist to enhance the experiences of both new and existing customers. This role focuses on guiding customers through the onboarding process in collaboration with our Training team, ensuring they connect with necessary resources, and managing initiatives to boost customer satisfaction and retention. The specialist will also oversee Net Promoter Score (NPS) surveys and foster interdepartmental collaboration to ensure cohesive customer support. This is a full-time, remote position with typical hours from 9 am to 6 pm Central Time, Monday through Friday. Primary Responsibilities: Customer Onboarding: Collaborate with the Training team to ensure new customers are effectively introduced to SOS Inventory products and services. Assist in connecting customers with appropriate training and support resources to facilitate successful onboarding. Monitor onboarding progress and provide guidance to address any challenges, ensuring customers are well-prepared to utilize our products. Customer Retention: Identify customers at risk of canceling or those who have canceled their subscriptions; engage with them to understand their concerns and explore solutions to retain their business. Develop and implement strategies aimed at improving customer retention and satisfaction. Conduct follow-up communications with customers who have expressed dissatisfaction or have recently canceled. Analyze customer cancellation and retention data to provide actionable insights to management. Prepare and present reports on customer retention metrics and trends to the management team. Customer Satisfaction Initiatives: Design and administer customer satisfaction surveys, including NPS surveys, to gather feedback on our products and services. Analyze survey results and provide recommendations for enhancing the customer experience. Interdepartmental Collaboration: Work closely with departments such as Sales, Marketing, Product Development, and Support to address customer issues and improve overall service quality. Ensure all teams are aligned and working synergistically to provide a cohesive customer experience. Additional Duties: Perform all other tasks as assigned by the company President. Skills & Competencies: Strong understanding of SaaS and subscription-based business models. Excellent verbal, written, and interpersonal communication skills. Ability to analyze data and provide actionable insights. Strong problem-solving skills and the ability to handle challenging customer interactions. Excellent organizational skills and attention to detail. Ability to prioritize and manage multiple assignments to meet deadlines. Comfortable working in a dynamic and sometimes ambiguous environment. High motivation to help customers and improve their experience. Minimum Qualifications: 1+ years of experience in customer support, retention or success roles. Preferably in SaaS space. A bachelor's or associate degree in Business, Marketing, or a related field. Or equivalent experience. Proficiency in using customer relationship management (CRM) software and other relevant tools. Highly Preferred to have Quickbooks software knowledge Fullsteam supports an inclusive workplace that values diversity of thought, experience, and background. Fullsteam is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state, or local law.

About Us At Fisher Organization, the New England division of American Income Life, our mission is to protect the members of labor unions, credit unions, and various associations throughout the region. We're committed to safeguarding working families with supplemental insurance solutions, while fostering a company culture centered on personal growth and making a positive impact on our clients' lives. As a Top Place to Work in Boston, we are proud to lead the way in innovation, service, and client satisfaction. (#1 for 2024 Boston Globe Top Places to work) Location: Remote - Work from Anywhere! Home Office Location: Fisher Home Office, 222 Forbes Rd #101, Braintree, MA 02184 The Role We're seeking motivated individuals to lead, inspire, and collaborate with our remote team. This role focuses on delivering exceptional client service while providing opportunities to grow into a leadership position. If you're ready to lead from anywhere and elevate your career, this role is for you! Key Responsibilities Client Support: Respond to inbound and outbound client communications (phone, email, virtual platforms) with professionalism and care. Relationship Building: Foster long-term relationships by understanding client needs and delivering tailored solutions. Problem Solving: Handle client concerns proactively, ensuring quick and seamless resolutions. Process Improvements: Identify strategies to enhance client satisfaction and streamline operations. Collaboration: Partner with cross-functional teams to address client feedback and develop innovative solutions. Documentation: Keep detailed, accurate records of all interactions while maintaining compliance with organizational and industry standards. Qualifications 1+ years of experience in customer service, client relations, or a similar role preferred. Excellent verbal and written communication skills. Strong problem-solving and critical-thinking abilities. Self-motivated, disciplined, and capable of working independently in a remote environment. What We Offer Work Flexibility: Fully remote with the ability to set your own schedule in your preferred time zone. Professional Growth: Access to leadership training, mentorship programs, and opportunities to grow your career. Performance-Based Rewards: Competitive compensation with incentives tied to your success. Supportive Team Culture: Join a collaborative team that values innovation, teamwork, and mutual success. Location Eligibility This position is open to candidates in multiple locations except New York, Minnesota, and California. Industry: Insurance / Finance Apply Today! If you're ready to lead, grow, and make an impact from anywhere, we'd love to hear from you! Apply now to join a team redefining remote work and professional success.

Job Description The Client Onboarding Specialist (COS) reports to the Client Onboarding Team Leader and is responsible for providing support and setting up our new customers for the most wonderful onboarding experience. As a successful Client Onboarding Specialist, you will educate new customers, help solve technical problems that may arise, and ensure a very smooth adoption of our products and services. Decisely prioritizes delivering an AMAZING customer experience and this is the first step in the process – why not you? The ideal candidate is high energy, a pleasant attitude and experienced with web-based technologies, passionate about helping customers, and excels communication via phone and email. You will need to have the ability to quickly learn new technologies and communicate those concepts to customers with varying degrees of technical expertise. A collaborative approach is key as this role is expected to contribute ideas and initiate tactical improvements to the overall onboarding process. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provide detailed account walkthroughs and assist new customers with implementation of benefits: Manage and monitor new customer installations/onboarding processes, trends and performance from point of sale to group plan establishment via Decisely tracking tools Communicate account setup requirements and expectations with customers a well as to key stakeholders Educate new customers on Decisely’s toolkit, capabilities, and best practices to simplify adoption and align expectations Record customer implementation needs, requests, and questions in ticketing system and communicate such to key Decisely stakeholders Work with inter-departmental partner teams to create and implement targeted onboarding strategies and leverage feedback for continuous process improvement for onboarding new customers Intuitively develop a cohesive relationships and a deep understanding of our new customers’ business and operational objectives and instinctively listen and confirm customer needs for tremendous outputs KEY COMPETENCIES: High school diploma is required but an Associate or bachelor's degree in Business, Marketing or related field is preferred Proficient in computer software systems including MS Office and MS Excel Working knowledge of customer relationship management software and data analysis Excellent motivational skills and works will with a team but also able to work alone Strong communication and interpersonal skills and dedication to customer satisfaction Excellent time management and organizational skills and the ability to multitask and prioritize tasks and competing deadlines Knowledge of onboarding practices and the most efficient customer service techniques Ability to interpret onboarding metrics and perform data entry Ability to pay strong attention to detail EDUCATION and/or EXPERIENCE: Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Must have high level of customer service (external customers and internal customer service) and interpersonal skills to handle sensitive and confidential situations Position continually requires teamwork, demonstrated poise, tact, and diplomacy. High school diploma or G.E.D. equivalent required Associates or College Degree and some related experience preferred Some knowledge of and/or experience in the insurance industry Life and Health License preferred PHYSICAL DEMANDS: 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. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.

As a Client Account Specialist,you'll be responsible for maximizing subscription expansion for current Sage Intacct and/or Acumatica clients. The person in this role will be strategically driving revenue by facilitating add-on sale cycles in conjunction with client and vendor teams and proactively reaching out to the live-client base regarding identified leads from marketing, internal sources, and data-identified opportunities. This role requires exceptional communication and writing skills, sales acumen, and technical knowledge. Responsibilities: Manage inbound- and outbound-facing client requests, including add-ons, integration opportunities, third-party software solutions, and Accordants proprietary software solutions Identify potential leads and opportunities for upselling additional services or products Generate quotes for new services and expansions, review with clients, and address any queries or concerns Evaluate and recommend third-party solutions and act as a liaison between clients and external vendors Skills Required: 1+ yrs experience driving revenue through upselling and expanding client subscriptions 1+ years experience with Sage Intacct or Acumatica 1+ yr Software / SaaS experience in a sales-focused role Proficiency with Salesforce Comfortable with both inbound and outbound sales motions across multiple channels (phone, email, etc.) Previous experience working with established sales quotas Ability to multi-task with strong prioritization skills Exceptional communication skills (verbal and written) to multiple levels of organizations, inclusive of C-suite Ability to navigate ambiguity and build upon current processes to maximize efficiency Additional Preferred Skills Customer Service background with a proven track record in both sales and client retention Previous ERP software experience Knowledge of the construction industry Previous experience conducting product demonstrations Previous experience with data analytics & client spending trends We are only able to consider candidates who are currently authorized to work in the U.S. and Canada. We do not currently offer work sponsorship. remote work

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you an individual with a passion for community and impact? Add your ambition to a goal-oriented career as a Client Specialist with the Schnabel District of Northwestern Mutual! Our team thrives on a shared commitment to growthboth personally and professionally. We believe that success comes not from chasing accolades, but from focusing on helping others through a consistent, values-based process. Awards follow when the mission is genuine. Our culture is built on the foundation of five core values: Continual Improvement. Commitment. Abundance. Kindness. Integrity. These principles shape how we show up every dayfor our clients and for each other. We maintain a close-knit, collaborative office environment where everyone is supported, encouraged, and valued like family. Were also proud to give back to the community we serve, supporting local organizations including the Lexington Humane Society, Hope Center, Operation Secret Santa, The Hearing & Speech Center, and Growing Together Preschool. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: **************************** Meet Some of Our Local Team: Christian Schnabel Managing Director How long with NM? 12 years Prior Experience? Came from Wealth Management and Banking, Consulting & Private Equity, and played college basketball. Passionate About? Family, travel, taking care of his 8 animals, golf, and hiking. Dedicated to his family and animals. Big sports fanloves all college sports. Randy Collins Wealth Management Advisor How long with NM? 43 years Prior Experience? Student at the University of Kentucky started at NM right out of college. Passionate About? Randys greatest passion has always been his family. Northwestern Mutual provided the flexibility and financial means to be fully present in his childrens lives. He also enjoys fishing, golf, and spending time outdoorshobbies made possible by the career freedom he earned through his work. Travis Powers Financial Advisor How long with NM? 2 years Prior Experience? Retired U.S. Marine Corps Lieutenant Colonel with 23 years of service as a helicopter pilot and senior leader. Also worked as a program manager supporting Navy and Marine Corps aviation through a government contractor. Passionate About? Travis values faith, family, and fitness. He and his wife have a blended family, a granddaughter, and two dogs. He enjoys the outdoors, hunting, hiking, and staying active. A former University of Kentucky football captain, he loves reconnecting with teammates. Key Responsibilities: As a Client Specialist, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Retail, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental, Nonprofit, Fitness and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. We offer a first year stipend based on controllable factors, ensuring a starting income, if you put in the work and meet the positions requirements. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Christian Schnabel is a District Agent of NM. Flexible work from home options available.

Introduction With an eye for detail and a contagiously positive attitude, you're the teammate everyone counts on to get the project buttoned up and across the finish line. What We Do: We calm the confusion of IT by guiding the connection between people and technology. If a customer is looking for a better way to manage their warehouse inventory, equip their workforce, or secure their data, we make it happen. All it takes is finding the right combination of tech hardware, software, cloud solutions, and support services. That's what we do. We're the IT Department's IT Department. Who We Are: Our team is made stronger by a multitude of backgrounds, experiences, and perspectives. It's what makes Connection unique-what drives us to innovate and create technology solutions that stand apart from the crowd. We'd love for you to be a part of that fabric, to share your ideas and experiences with a team that thrives on fresh thinking, creativity, and helping others. Why You Should Join Us: You'll find supportive teammates and a rewarding career at Connection-plus great benefits. We take pride in supporting employees with a total rewards package that provides financial, emotional, and physical resources for you and your family. Our compensation, 401k plans, medical insurance, and other benefits are progressive and competitive. We value the importance of our employees' emotional well-being. To support employees, we provide free therapy visits, mental health coaching and tools, and meditation resources. You'll also enjoy a generous paid time off package that includes not only vacation and sick time, but also Wellness and Volunteer Time Off days. Connection Enterprise Solutions is a profitable $1.3B+ company focusing on providing technology solutions for the Fortune 2000, located in Boca Raton, Florida. Connection Enterprise Solutions is a wholly-owned subsidiary of Connection (CNXN), a $2.5 Billion+ publicly traded company located in Merrimack, NH. Connection Enterprise Solutions offers a wide range of technology services with over 500 technical certifications and a qualified team of expert engineers, software licensing specialists and project managers to offer best-in-class solutions to our customers. We deliver end-to-end solutions across the entire IT lifecycle--from assessment, design, procurement, and installation to management and asset disposition. Focused on solving the complex business challenges of enterprise customers, Connection Enterprise Solutions is a one-stop source for a full range of IT products and services, including data center, networking, mobility, and software solutions. Offering over a million products from 1,600 technology vendors, Connection Enterprise Solutions' proprietary cloud based e-procurement system, TRAXX, creates a streamlined, efficient approach to IT procurement that reduces the cost and complexity of buying hardware, software and services. By leveraging our strategic relationships with leading IT manufacturers and software publishers, Connection Enterprise Solutions is able to provide the best pricing and preferred product availability. Job Summary Working under minimal supervision of the Dir, Client Operations Support, referring only exceptional problems and issues for management review or approval, the Client Operations Advisor provides direct operational support to Enterprise accounts of one or more Inside Account Managers (IAM) and Enterprise Account Executives (EAE). The Advisor drives the day-to-day business and interactions with clients. The Advisor manages and maintains client standards, special pricing, and any client issues until resolution. The Advisor makes strategic decisions on catalog pricing and product recommendations to the client. The Advisor works alongside the EAE and IAM to strategically maximize margins and provides outstanding service to clients on all requests. The Client Operations Advisor proactively responds to or delegates client requests and tasks with little to no guidance, ensuring timely completion. The Advisor performs the high-end tasks such as configuration solutions, strategic deal registrations and/or negotiated bid pricing with manufacturers and other margin enhancement activities. Responsibilities Standards: Strategically and proactively manages the customer's standard catalog making strategic decisions on pricing and product availability. * Works with the client, IAM and EAE to provide the client with a catalog that is applicable to the client's business needs and policies. * Updates parts pricing and discontinued parts in catalog by referencing internal reports as well as updates provided by the manufacturers through product roadmaps and proactively notifies client of possible replacement. * Manages Clients Special Pricing and updates accordingly * Manages and maintains margins on standards by updating special pricing and discounts. Quote Requests: Provides complex customer quotes in a timely manner, within 4 hours, which may require configuration by the Advisor or through a technical resource engagement. * Works with suppliers and Manufacturers to ensure the best pricing based on the opportunity. * Helps the sales team make decisions on the Price Matrix for the client. * Builds out configurations for clients of velocity products and works with the manufacturer's tools to provide pricing. * Engages presales engineers for high end configurations of networking equipment. Customer Service: Manages client order escalations thru to resolution as it relates to tracking, returns, or other post shipment issues. * Researches and provides feedback to manager for client experience improvements. * Takes the lead on resolution for accounting issues, such as credit and rebills, sales tax issues and RMA escalations. Deal Registration: Works with suppliers and manufacturers to ensure MoreDirect receives the best pricing available. * Manages current Deal Registrations and renewals as needed. Performs all other duties or special projects as assigned including: Order Processing: Assists the Sales Operations Specialist with overflow of Order Entry to ensure prompt processing when needed. * Processes complex orders such as networking, stocking orders or large projects. Order Management: Responds to all order processing escalation requests until fully resolved. * Manages any Open Order escalation from the Sales Operations Specialist. Requirements * Minimum years of career experience to qualify for role: 7 years. * Includes a minimum of five years of work experience in sales operations in a technology sales company, this could be manufacturer, reseller or distributor level working with enterprise clients. * Total years of career experience in order to be fully proficient: 10 years. Technology Skills: * Working knowledge of the IT reseller industry. * Advanced technical knowledge as it relates to the anatomy of desktops, laptops, and servers with ability to quote correctly to clients. * Intermediate Microsoft Office skills to include Excel for creating and using spreadsheets. * Advanced knowledge of Microsoft Outlook for email to include working with a shared email box with ability to multi-task in a high paced environment with multiple messages arriving at once. * Intermediate knowledge of detailed data entry into a CRM or ERP system. Business Knowledge: * Knowledge of IT manufacturers and all programs that they offer with ability to support Enterprise clients. * Experience with Manufacturer Special Pricing Letters for Enterprise clients. * Understanding of the top IT manufacturer's products, tools and websites with the ability to navigate the manufacturer tools and programs which leads to increased productivity and higher client satisfaction. Other Competencies: * Organized state of mind with ability to document activities, anticipate problems, plan schedules and monitor performance according to priorities and deadlines. * Decisive with ability to make a prompt determination and substantiate decision if challenged. * Articulate with ability to express oneself clearly and professionally in oral communication. * Excellent written communication skills with ability to compose professional business communications via email, letter, and proposals. * Good listening skills with ability to receive information completely and understand what is being said. * Quick study with ability to master a situation or learn new things with minimum direction or training. * Problem solver with ability to identify and efficiently resolve issues using good judgment. Connection, Inc. and its subsidiaries consider all qualified applicants for employment, without regard to race, sex (including pregnancy), color, religion, age, national origin, ancestry, physical or mental disability status, medical condition, sexual orientation, marital status, protected veteran status, and all other characteristics protected by applicable state and federal law. Connection will consider accommodations for any known physical, mental, or other impairments of otherwise qualified applicants to enable them to participate in our applicant screening process and to effectively perform the essential functions of their jobs, unless doing so would impose an undue hardship on the Company.

Job Description Client Experience Specialist Full-Time | Remote Flexibility About the Role We are seeking a dedicated and customer-focused Client Experience Specialist to join our team full-time. In this role, you will be the voice of the client, ensuring they receive exceptional service and support throughout their journey. Your goal is to enhance client satisfaction, build lasting relationships, and contribute to overall business success. What You’ll Do Serve as the primary point of contact for client inquiries and concerns Understand client needs and provide personalized solutions Guide clients through product or service offerings with clarity and empathy Collaborate with internal teams to resolve issues promptly and efficiently Collect and analyze client feedback to improve service delivery Maintain accurate records of client interactions and transactions in CRM systems Support client onboarding and ongoing engagement initiatives What We Provide Comprehensive training and continuous learning opportunities Flexible remote work options and a supportive team environment Access to modern client management tools and technology Clear career progression paths within client success and service roles Performance-based bonuses and recognition programs Compensation Salary Range: $80,000 – $120,000 per year (base + bonuses) Employment Type: Full-time Incentives: Performance rewards, professional development, and career growth What We’re Looking For Excellent communication and interpersonal skills Strong problem-solving abilities and customer-centric mindset Ability to manage multiple client interactions effectively Experience with CRM software and digital communication tools preferred Organized, proactive, and detail-oriented Willingness to obtain a Life and Health insurance license (support provided if needed) If you are passionate about delivering outstanding client experiences and building meaningful relationships, we want to hear from you. Apply today to join us as a Client Experience Specialist and help us elevate client satisfaction. Powered by ExactHire:180546

Job DescriptionDescription: Davinci Virtual is the leading global provider of business addresses, live answering services, and meeting spaces. Our innovative, fulfillment-driven approach delivers exceptional service and cutting edge solutions. Do you want to be a part of an amazing team? The Virtual Client Specialist is a crucial role at Davinci. They are the live answering service of our business! The Virtual Client Specialist takes inbound calls for Davinci's clients while delivering top-notch customer service. After completing in-person training in our Midvale office, you will work entirely from the comfort of your own home! (Must have reliable internet speeds and a workspace in your home free of noise and distractions). Starting pay is $15-16/hr with lots of opportunities for growth and a new hire signing bonus! Duties and Responsibilities: Processes all inbound calls accurately and efficiently, always following instructions listed in clients’ account in the software programs we use Maintains the highest level of customer service by using a pleasant, energetic and friendly demeanor on every call Knows how to read and navigate through client call flows easily in our systems, including websites, scheduling/calendar, products, reports and/or any additional information client requests Sends messages out using proper format, grammar, punctuation, spelling and professional vocabulary Three calls will be monitored and graded bi-weekly making sure employee meets minimum department guidelines regarding call quality, accuracy and answer time Uses proper response method when receiving any messages from co-workers, other departments, managers, etc., with a request or update Follows instructions given by team leaders and Supervisor & Manager Willingly contributes to team and communicates well with co-workers, supervisors/managers and clients Reviews daily team performance statistics sent out by team leader and strives to meet set goals Knows policies, practices, and procedures necessary to fulfill all job requirements Professional Development: Contributes to and values the achievement of Davinci performance goals Continues to learn and improve skills Ability to be outspoken about ways to improve the team, department, and company Actively participates in leadership and personal development training programs offered by Davinci Requirements: Job Requirements: Requires a High School diploma Proficient skills in Microsoft Office Suite, Email, Internet, Microsoft Windows, and Microsoft Outlook Ability to type at least 40 words per minute Fluent with the English language and exceptional written and verbal skills Must have experience in customer service environment Work from home environment with reliable internet (must meet our minimum speed requirements) Willing to find a backup work location in case of outage or work from our office whenever needed Qualifications: Team player Problem solving and conflict resolution skills Flexibility, creativity, and initiative Willingness to continually learn and improve skills Technically savvy Self-starter, quick learner, highly motivated Professional appearance and presentation required Focused, organized and flexible Consistent, predictable & timely attendance Exceptional communication skills Working Conditions: While working from home, employee must be free of distractions and outside noise While doing this job, employee is regularly required to talk, hear and see at close and midrange distance Employee will need to be able to view and read on a computer screen for the majority of their work Must be able to interact with phone systems and all applicable software that position requires None or very limited physical effort required None or very limited exposure to physical risk Job requires employee to be sitting at a desk at least 95% of the shift

The Client Experience Specialist is a service minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process. The key to success in this role is the ability to multi task, problem solve and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers a like, the confidence that their transaction is in reliable and skillful hands. **This position is 100% remote and will support various markets.** **Primary Job Functions** Responsibilities may include but not be limited to: + Perform non licensed administrative tasks for real estate agents. Identifying and managing the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner. + Collaborating closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems. + Organizing all transaction details in applicable systems while providing continuous updates to the agent, client and third parties. + Serve as all deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. + Coordinate or confirm scheduling of home inspections, appraisal and closing with all deal parties. + Regularly update and manage communication with all parties involved in the transaction. + Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience. **Experience** + Minimum of 2 years real estate, mortgage, title, transaction coordination/processing experience strongly preferred or solid experience with the real estate transaction process at a high volume **Competencies** To perform the job successfully, an individual should demonstrate the following competencies: + Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment. + People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. + Technical- ability to learn and navigate multiple software systems with an elevated level of competency. + Critical Thinking/Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality. + Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things. + Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues. + Quality Assurance -the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality. + Adaptability-the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent change, delays, or unexpected events while remaining resilient. + Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support. **Anywhere is proud to offer a comprehensive benefits package to our employees including:** + Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D + 401(k) savings plan with company match + Paid Time Off to Include Holidays, Vacation Time, and Sick Time + Paid Family & Paternity Leave + Life Insurance + Business Travel Accident Insurance + All employees receive access to LinkedIn Learning + Tuition reimbursement for approved programs + Employee Referral Program + Adoption Assistance Program + Employee Assistance Program + Health and Wellness Program and Incentives + Employee Discounts + Employee Resource Groups Coldwell Banker (******************************** is one of the world's leading brands for the sale of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries. Coldwell Banker is a subsidiary of Anywhere Real Estate Inc. Anywhere Real Estate Inc. (************************ **(NYSE: HOUS) is moving real estate to what's next.** Home to some of the most recognized brands in real estate Better Homes and Gardens Real Estate (*********************** , Century 21 (*************************** , Coldwell Banker (******************************** , Coldwell Banker Commercial (****************************** , Corcoran (************************** , ERA (********************* , and Sotheby's International Realty (*********************************** , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world. **At Anywhere, we are empowering everyone's next move - your career included.** What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. **We value our people-first culture,** which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report (********************************************************************** . We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including: + Great Place to Work + Forbes World's Best Employers + Newsweek World's Most Trustworthy Companies + Ethisphere World's Most Ethical Companies EEO Statement: EOE including disability/veteran

Job DescriptionSalary: $17-$20 Welcome!We are looking for an individual that is detail-oriented, dependable, and punctual. You must be organized, professional, and a team player. We are seeking a detail-oriented and organized Accounts Receivable (AR) Specialist to oversee and manage our client's accounts receivable processes. This role is critical to ensuring the timely collection of payments, maintaining accurate financial records, and fostering positive relationships with customers. If you are a proactive team player with excellent communication and time management skills, we encourage you to apply! We are looking for the best people out there!! We do our best to hire people that we know will be a good fit at our company long term. When we hire, we do our best to ensure we are fair, flexible, and offer a work/life balance! Previous experience crossover: Accounting, Bookkeeper, Collections, Billing Purpose(why this job exists) The Accounts Receivable (AR) Specialist role exists to ensure the financial stability and operational efficiency of the organization by managing the timely collection of payments and maintaining accurate financial records. This position plays a crucial part in supporting cash flow, resolving payment discrepancies, and fostering strong customer relationships. By ensuring compliance with financial policies and improving receivable processes, the AR Specialist contributes to the overall financial health and success of the company. Responsibility(what you will be doing) Invoice Processing & Billing: Generate and distribute invoices according to schedules and contracts. Verify billing accuracy, including proper coding to general ledger accounts. Process accounts payable transactions, including vendor payments and expense reports. Payment Collection & Monitoring: Monitor and follow up on outstanding invoices and overdue payments. Process incoming payments (checks, ACH transfers, credit cards, and wires). Accurately apply payments to customer accounts and maintain detailed financial records. Customer Communication & Relationship Management: Communicate with customers to resolve payment issues and disputes. Build professional relationships to ensure smooth collections. Account Reconciliation: Reconcile customer accounts and process credits, adjustments, and refunds. Reporting & Documentation: Prepare accounts receivable aging reports and provide updates to management. Assist with month-end closing, including accruals and reconciliations. Dispute Resolution: Investigate and resolve billing discrepancies by collaborating with internal teams. Process Improvement: Recommend improvements to enhance efficiency and reduce overdue receivables. Expectations(how we will measure success) Timely and accurate invoice/statement processing and payment collections. Professional communication with customers, vendors, and internal teams. Maintain and update organized financial records and databases. Prepare and deliver regular reports to management on receivable status. Identify and address opportunities to streamline processes. Ensure compliance with internal financial policies and standards. Qualifications (what you will need to be successful): Must Have: Strong attention to detail and organizational skills. Proven experience in accounts receivable or similar financial roles. Proficiency in Microsoft Office Suite (Outlook, Excel, Word). Strong typing skills (50+ WPM) and attention to detail. Ability to handle difficult situations with professionalism and tact. Excellent oral and written communication skills. Ability to multitask and manage competing priorities effectively. Nice to have (not necessary, but extra credit!): Associates degree in accounting, Finance, or a related field preferred. Familiarity with HOA financial software or systems like Caliber, TOPS, CINC, or Vantaca. Experience with VoIP systems (e.g., RingCentral) Residency in the Gilbert/Chandler (East Valley) area. Perks(The extra motivators!) Remote/Work From Home Flexible time off Free drinks & snacks An easy going team PTO available About@HeywoodHOA Heywood Community Management is an Arizona Real Estate, HOA Management Company. We've been in business since 1933 and continue to deliver excellence not only to our clients and community residents but to those we have the privilege of hiring to work for our local business.We're driven by our 6 core values: Embrace Change. Be Real. Focus on Quality. Share Wisdom. Remain Capable. Triumph with Integrity. If you're looking for a new career experience with room to grow inside of an organization that puts employee happiness first, please apply now! ---- Job Type: Full-Time Salary Salary: $17-$20 based on experience

Job Description , OnPay is a fast-growing software company headquartered in Atlanta offering a modern cloud-based payroll, HR, and benefits solution for small to midsize businesses. We’re currently seeking talented and curious individuals to join our team. We want to hear from you if you are interested in joining an exciting and fast-growing company! Learn more at OnPay.com The goal of the Client Experience team is to foster valuable partnerships with our clients through each interaction. We hold ourselves to the highest standards, providing CX members with extensive training in payroll, taxes, and, of course, the OnPay system itself. We provide our clients with efficient and effective product support so that they can get back to doing what they do best! Duties/Responsibilities: Provide Tier 1 customer support regarding the resolution of issues and/ or questions via the online portal, phone, and chat Learn and navigate OnPay systems to respond to client issues efficiently Effectively troubleshoot problems and identify solutions for clients as well as other internal teams Respond to client inquiries promptly and courteously Ensure that documentation of client issues and resolution are comprehensive and accurate Ask relevant questions to define the root cause of a problem and utilize resources to generate accurate solutions Consistently meet role-related goals Traits and Skills We Seek: Excellent customer service skills Respond promptly and professionally to customer inquiries Must be coachable and willing to learn Ability to manage multiple tasks simultaneously. A desire to make a meaningful impact at a fast-growing, exciting company. Superior interpersonal skills with the ability to work with various types of clients. Self-starter with a sense of urgency. Detail-oriented and very organized. Problem solver enjoys helping others. Great listener while showing attentiveness, flexibility, patience, and empathy. Excellent written and verbal communication. Education and Experience 1-2 years of customer service experience Previous experience in the Payroll Industry or related Must be willing to obtain the FPC certification within one (1) year of employment College experience (degree strongly preferred). Working knowledge of Accounting / Bookkeeping, HR, Payroll, tax, or related. Perks: A casual team-oriented environment with a solid work/life balance and flexible work options Competitive pay, including bonuses and stock options Four weeks of paid time off plus paid holidays and generous Parental Leave Medical, Dental, Vision, Short-term/Long-term Disability, and Life Insurance On-site training at our Ponce City Market HQ Stocked kitchen with a variety of snacks and drinks Ponce City Market employee discounts & more! The pay rate for the role is $25/hr. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above. Recruiting Fraud Alert: To all candidates: your personal information and online safety are top of mind for us. At OnPay, recruiters only direct candidates to apply through our official career page at careers.onpay.com Recruiters will never request payments or ask for financial account information or sensitive information like social security numbers. If you are unsure if a message is from OnPay, please email *****************. OnPay is proud to be an equal-opportunity workplace dedicated to pursuing and hiring a diverse workforce. We want candidates from multiple backgrounds and lifestyles to create a broader set of perspectives. We make all employment decisions without regard to gender, sexual orientation, gender identity, race, color, religion, age, pregnancy, national origin, veteran status, disability, or any other classification protected by applicable laws.

Work From Anywhere | Weekly Pay + Performance Bonuses | Stable, Long-Term Career Are you looking for a rewarding, remote career where you can help people while enjoying job security, career growth, and competitive earnings? Do you want to avoid cold calling and work with pre-qualified clients in a supportive team environment? If so, AO Globe Life wants to hear from you! What Makes This Opportunity Different? ✅ No Cold Calling - Connect with warm, pre-qualified clients only! ✅ 100% Remote - Work from home with a flexible schedule. ✅ Weekly Pay + Bonuses - Get rewarded for your hard work. ✅ Growth on Your Terms - Promotions based on performance, not tenure. ✅ Union-Backed Stability - A secure, long-term career with benefits. ✅ Full Training & Support - No experience? No problem! We provide mentorship & resources to help you succeed. What You'll Do: 🔹 Assist Union Members - Help clients understand & manage their benefits. 🔹 Provide Personalized Service - Answer questions & guide clients through their options. 🔹 Use Cutting-Edge Technology - Work with digital tools & CRM systems for efficiency. 🔹 Represent a Respected Brand - Join a team that has been protecting families since 1951. Who's a Great Fit? ✔ Strong Communicator - Friendly, professional, and great at explaining information. ✔ Customer-Focused - Passionate about helping others & solving problems. ✔ Tech-Savvy & Adaptable - Comfortable using virtual platforms & CRM tools. ✔ Self-Motivated & Organized - Thrives in a remote, results-driven environment. ✔ Previous Customer Service Experience? Awesome! But not required-training is provided! Perks & Benefits You'll Love: Competitive Weekly Pay + Bonuses - Earn for your hard work & dedication. Career Growth Opportunities - Leadership development & fast-track promotions. Full Benefits Package - Includes health & life insurance. Union-Backed Stability - A career with security & long-term potential. Incentive Travel Perks - Earn paid trips to dream destinations! Take the Next Step - Apply Today! If you're looking for a high-growth, high-impact career where you can earn well, grow fast, and make a difference, we want to meet you! 📩 APPLY NOW and start your journey toward a rewarding remote career!

Job Description How do I know if I should apply? Searching for a career can be overwhelming. We’re here to help and be transparent. If the items below meet your needs and career aspirations, please move forward with the application. We look forward to meeting you! GreenPath Financial Wellness wholeheartedly believes a strong organization is based on the foundation of diverse groups of team members. We believe deeply in employees not only bringing their whole selves to work each day, but also feeling comfortable being their authentic self. We encourage people from all walks of life to apply for opportunities they are passionate about and meet the qualifications. We strongly encourage people of color, LGBTQIA+ people, adults of any age, veterans, people with varying abilities, and people of various socio-economic backgrounds to apply. We believe you will bring meaningful viewpoints to our team members and the people we help each day. If you have experience and / or interest in the following items, this role may be ideal for you: Working remotely from home Providing customer service via phone, chat, or email Personal finance and helping people Continuous learning and development Attending scheduled shifts on a regular, and punctual basis Position Requirements: $17.50-18.50 / hour for most locations $19.38 / hour for markets with higher-than-average costs of living such as Los Angeles, CA Full Time; 40 Hours a week with 8 Hour shifts, and Benefits Eligible (Medical, Dental Vision, 10 Paid Holidays, PTO, and retirement options) Work Schedule: Monday through Friday see work hours per time zone at the bottom of post. Positions will begin training on July 21st . Initial training is 3 weeks. Training days are typically 10 AM – 7 PM Eastern Time or 11 AM – 8 PM Eastern Time. After the initial training, you will begin your work schedule. Training is broken down into modules to be completed during your first year of employment. This approach allows you to become proficient in one area of the role, before learning a new area. Ability to type 40 words per minute at 80% accuracy is required. All interview efforts have been transitioned to a virtual environment (Phone Call, Video Interview) and do not require in person meetings for consideration. Remote Work from Home Requirements: Internet Hard-wired internet. This means you will need to use an ethernet cable to connect to a modem. Internet speed requirement of 200 Mbps for single person residence, and 400 Mbps for residence with 2 or more people. Caregiving Remote Work From Home is not a replacement for caregiving, childcare, or elder care. You are unable to be a primary caregiver during working hours. Security A room in your home with a closing door. A security camera in addition to your computer set-up. Who is GreenPath Financial Wellness? As a trusted national nonprofit focused on financial wellness for everyone, people have turned to us for more than 60 years as their guide through financial crises: overwhelming debt, foreclosure, bankruptcy, or credit challenges. Over the last several years, we joined forces and affiliated with financial organizations making similar impacts in a variety of ways. GreenPath affiliates include Clarifi in Philadelphia, Rural Dynamics, Inc in Great Falls, and Consumer Credit Counseling Services in Puerto Rico. How will I make a positive impact in this position? You will support clients’ financial wellness journey with and ensure they can be successful in achieving their goals. Clients connect with us in a variety of ways including chat, email, and phone. No matter the method of communication, you’ll provide empathetic, supportive guidance and recommendations to clients. Fostering a relationship of trust, collaboration, transparency, and accountability with clients strengthens their ability to meet and exceed their financial goals. You’ll be alongside clients during their programs with GreenPath from the time they enroll to the time they complete the program successfully. Through a robust training program, you will have the knowledge to support clients and answer a wide range of questions. You will communicate with creditors on a client’s behalf, review client accounts for accuracy and reconciliation, process client communications timely, have a strong understanding of compliance requirements, and more. Once their program is complete, clients will no longer have the burden of tremendous debt. You’ll have been someone who helped make that a reality. What an amazing feeling! What might I experience in this role each day? Provide excellent customer service and support to GreenPath’s potential and current clients in accordance with GreenPath standards and expectations. As you can imagine, becoming debt-free can be overwhelming and confusing. Your welcoming communication and strong customer service approach will provide a positive experience for clients. Answering incoming calls, chats, and emails to assist our clients with their debt management program. This includes managing proposals, payment disbursements, deposits, communication with creditors, answering their client questions and more Proactively and holistically review client accounts for accuracy and resolve existing or potential problems. Fact finding and problem-solving skills are used to determine root causes of issues. You will also consider potential solutions, their impact, and take appropriate steps to solve. Accurately maintained details and balances for each account Document all activity and conversations with clients and their creditors accurately in their files Understand and adhere to state regulations, guidelines, company policies, and compliance standards where applicable Tools are available to assure excellent service to clients along with employee development opportunities. Tools include; LinkedIn Learning, Internal Training and Development, Quality Assurance, clear metrics and expectations. Perform miscellaneous office duties such as copying, data entry, word processing, filing, and faxing. Maintain a high level of discretion and confidentiality regarding client financial information. This position requires the ability to sit for extended periods of time, and operate standard office equipment such as a phone and computer. Benefits and Perks What will you get out of working at GreenPath? In addition to having the opportunity to help people from all over the country, we also have a competitive compensation and benefits package. Here are some of the additional perks our employees enjoy: We all need some “me time” every once in a while. All full-time employees accrue PTO during their first year of employment, in addition to 10 company-paid holidays per year. Use it for a fabulous vacation, to play nurse (or patient) at home, or sit on your couch watching DIY marathons on HGTV all day. We don’t care – it’s your time. Enjoy. Need some additional time to focus on preventative care? GreenPath provides all employees with additional Preventative Care Time Off to encourage all employees to be proactive about their physical wellness. Looking to catch up on Dental Cleanings and Annual Doctor Visits? Your health and wellness is a high priority. Medical, Dental, and Vision packages meeting a variety of needs are available to you. Saving for Retirement? GreenPath employees can start contributing to a 403b right away! After one year of employment, we make a monthly contribution to the eligible employee’s Retirement Account equivalent to 5% of their gross compensation. Need to reduce your student loan debt? GreenPath is a qualified employer under the federal Public Service Loan Forgiveness (PSLF) program, which means that you may be able to have a portion of your federal student loans forgiven after meeting certain eligibility requirements of the PSLF program. Planning on growing your family? GreenPath offers paid Parental Benefits; including Maternity and Paternity benefits. Continuous learners can get their classroom fix in a couple of different ways. GP team members are eligible for up to $2,500 in tuition reimbursement per year. In addition, GP team members can attend courses through Invest in Yourself, an in-house educational program offering training classes on a variety of topics ranging from Cash Flow Planning to Microsoft Excel to Stress Management. Want to take additional college courses? We have an agreement with Cleary College where all GreenPath employees are eligible for a 50% discount on college tuition. GreenPath Financial Wellness reserves the right to change this description at any time. GreenPath Financial Wellness practices the concept of equal employment opportunity with respect to hiring, promotions, transfers, pay, discipline, fringe benefits, and all other terms and conditions of employment. No individual will be discriminated against, and no employment decisions will be made, on the basis of an individual's race, color, national origin, religion, age, gender, gender identity, sexual orientation, protected disability, marital status, familial status, veteran status, height, weight or citizenship. Work Schedule: The position is Monday through Friday with no weekend requirements. Four days each week will typically be scheduled from 8:00 AM to 5:00 PM or 9:00 AM to 6:00 PM, depending on business needs. One day each week will be an evening shift from 11:00 AM to 8:00 PM. Your preference will be considered when assigning your evening shift day. 40 hours

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual (NM) - Greensboro! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career with Northwestern Mutual - Greensboro! Why Current and Former Athletes Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients. Meet some of our local team, many who are passionate about athletics: M. Scott Henegar, Managing Director: How long with NM? 27 years (13 as an Advisor, 14 as Managing Director) Previous experience? Resort consulting, snow ski instructor, river guide. Passionate about? Family, fly fishing, piloting single-engine airplanes, golf, and traveling with family to Europe and the islands. Jeff Jackman, Wealth Management Advisor/GDD: How long with NM? 10 years Previous experience? Formerly in the golf business, selling and fitting golf clubs since college. Passionate about? Enthusiastic about spending time with his 1-year-old daughter, grilling BBQ, avid golfer, snowboarding, Pittsburgh sports fan, and enjoys personal development and psychology. Kristin Kling, Financial Advisor/Field Director: How long with NM? 10+ years Previous experience? Worked at American Express, Wells Fargo, and Lincoln Financial in both call center and banking roles. Passionate about? Empowering women in business, exploring new cities and restaurants, baking, musical theater, and connecting people. Megan Parker, Director of Selection & Recruitment: How long with NM? 1 year Previous experience? Worked in conferencing, event planning, sales, talent acquisition, and career services in higher education for 9 years. Passionate about? Traveling, live music, college football (Go Deacs!), musical theater, working out, volunteering, and crafting. Earnings Potential with our District Office: Years 1-4 average earnings: $165,000 per year Years 5+ average earnings: $560,000 per year Key Responsibilities: Your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Scott Henegar is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers, 2) led by advantaged underwriting in insurance, 3) to protect the whole home. As a leader in the home services software-as-a-service (“SaaS”) space, we've built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies. In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED. Job Title: Client Relationship Specialist Location: Virgina Beach, VA Workplace Type: Onsite Job Summary The future is bright for the Porch Group, and we'd love you to be a part of it as our Client Relationship Specialist for Rynoh, A Porch Family Company. Rynoh, a Porch Group company is a patented, cloud-based SaaS financial management platform and fraud prevention system that has revolutionized escrow account management practices. Since it was introduced, RynohLive has identified and prevented escrow theft, wire and ACH fraud, stopped employee embezzlements, eliminated check fraud and disbursing errors, and have saved our clients millions of dollars. We are seeking a highly motivated and results-driven Client Relationship Specialist to join our team at Rynoh. As a Client Relationship Specialist, you will own and manage relationships with clients, facilitating seamless communication and collaboration with the clients. Your primary focus will be to ensure client satisfaction, identify new business opportunities, and collaborate with internal teams to deliver exceptional service. The ideal candidate will have a proven ability to build strong relationships, manage projects, and provide consultative insights to improve business processes. This role requires a thorough understanding of the Escrow and Financial services industry, particularly in the Title and Escrow space, and performance reporting software. This position offers a compelling opportunity for an individual with strong interpersonal skills and a passion for fostering long-lasting client relationships. What You Will Do as a Client Relationship Specialist • Cultivate and nurture strong client relationships, own and manage conversations with clients. • Understand the clients' unique needs and act as the primary point of contact, ensuring clear and effective communication. • Conduct regular check-ins and anticipate client requirements to ensure client satisfaction and loyalty. • Identify opportunities for mutual growth and enhanced service delivery through effective communication with a collaborative approach. • Answer phone calls, voice mails, and emails within expected service levels. • Analyze and resolve customer inquiries while providing positive customer experience through creative solutions. • Research and resolve bank account balance discrepancies, positive pay errors, overall bank account issues. • Work closely with internal teams, including sales, marketing, and product development, to ensure client needs are met. Manage and resolve any issues or challenges that arise during the day-to-day processes. • Evaluate and offer enhancements with existing processes to improve efficiency and effectiveness. • Investigate a range of issues and requests that require gathering information, setting expectations, and working with other support teams to fulfill the request while delivering expert customer service. • Effectively manage time and tasks in a remote work environment. • Collaborate with team members through virtual communication tools. • Other duties and responsibilities as assigned. What You Will Bring as a Client Relationship Specialist • High school diploma or GED. College degree preferred. • 3+ years of proven experience in a similar client-facing role. • 3+ years of experience in the Title and Escrow Insurance Industry. • Experience working with Microsoft Office. • Experience with Salesforce.com. • Strong sense of customer service and attention to detail. • Good organizational skills with proven flexibility to meet the ever-changing needs of a growing business. • Excellent verbal and written communication skills. • Strong problem-solving skills with the ability to think strategically and adapt to change. • Have an average understanding of computers and software with little to no hesitations on how to fix general computer problems. • Must be a driven self-starter with a positive mindset and have the proven ability to work with little to no supervision. • Ability to multi-task, navigate multiple systems at once, and simultaneously maintain a high level of accuracy and customer service. The application window for this position is anticipated to close in 2 weeks (10 business days) from 04/23/2025 Please know this may change based on business and interviewing needs. At this time, Porch Group does not consider applicants from the following states for remote positions: Alaska, Arkansas, Delaware, Hawaii, Iowa, Maine, Mississippi, Montana, New Hampshire, and West Virginia. What You Will Get as A Porch Group Team Member Pay Range* $20.19 - $26.92 Hourly Please know your actual pay at Porch will reflect a number of factors among which are your work experience and skillsets, job-related knowledge, alignment with market and our Porch employees, as well as your geographic location. Additionally, you will be eligible to receive long-term incentive awards, subject to program guidelines and approvals. Our benefits package will provide you with comprehensive coverage for your health, financial wellness and wellbeing. • Our health care benefits include medical, dental and vision programs with a healthcare savings account (HSA) and healthcare flexible spending account (FSA) options. • Our life and disability benefits include company-provided and voluntary life and AD&D insurance and short- and long-term disability insurance. • Our financial wellness programs include a 401(k)-retirement savings plan and dependent care flexible spending account (DC FSA) and transportation savings account options. preparation, and fitness and other discounts programs. • Our wellness programs include flexible paid vacation, company-paid holidays of typically nine per year, paid sick time, paid parental leave, an employee assistance program (EAP), identity theft program, travel assistance, will preparation, and fitness and other discounts programs. #LI-ED1 What's next? Submit your application and our Porch Group Talent Acquisition team will be reviewing your application shortly! If your resume gets us intrigued, we will look to connect with you for a chat to learn more about your background, and then possibly invite you to have virtual interviews. What's important to call out is that we want to make sure not only that you're the right person for us, but also that we're the right next step for you, so come prepared with all the questions you have! Porch is committed to building an inclusive culture of belonging that not only embraces the diversity of our people but also reflects the diversity of the communities in which we work and the customers we serve. We know that the happiest and highest performing teams include people with diverse perspectives that encourage new ways of solving problems, so we strive to attract and develop talent from all backgrounds and create workplaces where everyone feels seen, heard and empowered to bring their full, authentic selves to work. Porch is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. Porch Group is an E-Verify employer. E-Verify is a web-based system that allows an employer to determine an employee's eligibility to work in the US using information reported on an employee's Form I-9. The E-Verify system confirms eligibility with both the Social Security Administration (SSA) and Department of Homeland Security (DHS). For more information, please go to the USCIS E-Verify website.

The Intake Client Specialist manages a queue of incoming documents to create new clients, and update existing clients as needed in the Customer Relationship Management (CRM) system. This Specialist operates within a service level agreement managing speed to start entry while observing various agency specific handling procedures maintaining the highest level of accuracy for billing and compliance purposes. This is a fully remote position. **Employees must be located in Iowa** (applicants outside of Iowa will not be considered). The starting wage is $17.00/hour with weekly pay, PTO, and benefits available after 30 days of employment. **Work hours are** **Monday-Friday 8:00am-5:00pm** with the potential of overtime.Our team members enjoy: + Free Breakfast & Lunch + Casual Dress Code + Tiered growth path for promotion starting Day 1 + Eligible for Referral Bonuses starting Day 1 + Weekly paychecks + PTO, 401k, & a Full benefits package Position Responsibilities may include, but not limited to + Review incoming Medical Service Authorizations and Medical paperwork to create new clients, update existing clients, and close accounts as needed + Correspond and follow up with Agency Case Managers via email, State Portal Messaging, and phone calls for action items or needed information + Troubleshoot and resolve account issues as required + Coordinate with internal business partners including but not limited to Logistics, Customer Care, Billing, and Compliance + Assist other departments for Intake-related inquiries Required Skills and Experience + High school diploma or equivalent + Basic Microsoft Office skills + Previous Data Entry skills + Strong analytical skills with high attention to detail and accuracy + Ability to problem solve issues in a timely manner + Ability to navigate multiple computer systems, applications, and utilize search tools to find information + Strong verbal, written, and interpersonal communication skills + Ability to prioritize, meet deadlines, and adjust as needed in a fast paced environment + Ability to achieve high production and quality standards + Ability to work effectively in both a team and individual environment + Sincerity and passion for helping people + Prior experience adhering to company policies and showing core values + Must have a wired internet connection using an ethernet port. Broadband internet wired to the home is required - Cable Modem/service or Fiber Optic. No Satellite, 4/5G, or DSL circuits + Must have a quiet workspace that is free from distraction Preferred Skills and Experience + Some college experience or equivalent + Medical Billing terminology Physical Requirements + Repetitive motions that include the wrists, hands and/or fingers + Sedentary work that primarily involves sitting, remaining in a stationary position for prolonged periods + Visual perception to perform job including peripheral vision, depth perception, and the ability to adjust focus **Company Overview** Mom's Meals is a home-delivered meal service providing fully prepared, refrigerated meal solutions direct to homes nationwide for over 25 years. We provide seniors, patients recovering post-discharge and those managing a chronic condition with tailored nutrition solutions to manage their specific needs. If you are passionate about the well-being of others and have a strong sense of community, Mom's Meals could be the place for you! We are a family operated business looking for fun, compassionate, and friendly people who want to make a difference in the lives of others. **EEO** Mom's Meals complies with all applicable federal and state non-discrimination laws. All qualified applicants shall receive consideration for employment without regards to race, religion, national origin, ancestry, color, gender, age, disability, sexual orientation or military status.