575 Client Relations jobs in Sunrise
Client Relations Coordinator
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Job Type Full-timeDescriptionOverviewWe are seeking a dedicated and proactive Client Relations Coordinator (Appointment Setter) to join our team. This position plays a key role in connecting with clients and prospective clients, ensuring they have a positive experience while scheduling appointments for our sales representatives. These appointments can be in-person or over the phone. The Appointment Setter will engage with clients, help coordinate calendars, and manage inbound and outbound calls, with the goal of increasing sales opportunities and ensuring that the sales team operates at maximum efficiency.Responsibilities:Provide excellent client service, ensuring every client and prospective client has a positive experience.Encourage referrals during client interactions to help grow the client base.Sponsor and attend "client" and "bring-a-friend" events to foster relationships and business development.Manage all inbound and outbound calls, focusing on scheduling appointments for advisors.Perform post-event follow-up with attendees and schedule subsequent appointments.Conduct daily appointment confirmation calls to ensure client meetings are secured.Input prospective client information into the CRM system for tracking and follow-up.Coordinate the internal calendars of advisors with clients and prospective clients to ensure efficient scheduling.Devote 60-70% of your day to prospecting phone calls and appointment-setting activities.Contribute to technology-driven programs aimed at growing client appointments and engagement.Prioritize appointments based on potential revenue and advisor schedules.Convert at least 50% or more of inbound phone calls into scheduled appointments.Track, assess, and report the status of events and call metrics on a daily basis.Use Microsoft Office Suite to manage and organize various aspects of the role effectively.Maintain a pleasant disposition while engaging clients and prospective clients.Provide clear explanations of services to potential clients during appointment-setting calls. Requirements Willing to travel overnight several times per month for seminars and events and up to 50% of the time.High school diploma required; some college, degree, or equivalent work experience preferred.Exceptional time management and organizational skills are essential.Ability to work independently with minimal supervision.Advanced knowledge of Microsoft Office Suite.Proficiency in calendar management, ensuring advisor schedules are well-organized.Skilled in multitasking while maintaining a positive attitude and client-focused approach.Strong professional telephone etiquette and clear verbal and written communication skills.Comfortable networking with clients, both in person and over the phone.Ability to work effectively as part of a team, collaborating with other professionals.Experience in travel and event coordination, including supply management and equipment maintenance.Must be able to work for any US employer without sponsorship.Sound Income Group is an E-Verify employer. Sound Income Group is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.
Client Relations Specialist
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Join our team at Phoenix Solutions that specializes in auto glass replacement and repair. At Phoenix Solutions, our Client Relations Specialist are dedicated to making windshield and auto glass concerns hassle-free for our customers, from first contact to final installation.
As an Client Relations Specialist, you will be the face of our company, interacting directly with customers to assess their auto glass needs, explain service options, and coordinate efficient solutions. Client Relations Specialist guides clients through the process of windshield and glass replacement, working closely with our technicians to ensure a smooth and professional experience from start to finish.
Client Relations Specialist Responsibilities:
- The Client Relations Specialist will serve as the first point of contact for customers visiting our location. Greet each client with a friendly and professional demeanor, ensuring they feel comfortable and confident in our services from the moment they walk in.
- Actively listen to clients to understand the nature of their windshield or auto glass issues. Ask relevant questions to determine the extent of the damage and the best course of action, whether repair or full replacement.
- Clearly explain available service options, including types of glass, repair vs. replacement recommendations, and any associated warranties. Provide realistic timeframes for service completion and manage client expectations throughout the process.
- Use the Client Relations Specialist scheduling software to book appointments efficiently, ensuring optimal workflow for glass technicians. Confirm availability, communicate timing to clients, and make adjustments as needed to accommodate urgent cases or rescheduling.
- Assist clients with insurance-related topics, including claim submissions, verification of coverage, and communication with insurance providers. Ensure all documentation is accurate and complete to avoid delays in service.
- Reach out to clients after service to confirm their satisfaction, answer any follow-up questions, and resolve any outstanding concerns. Maintain positive client relationships to encourage repeat business and referrals.
Client Relations Specialist
Posted 2 days ago
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Job Description Position OverviewUltimate Staffing Services is actively seeking a dedicated Client Relations Specialist to join their client's team in Florida. This role is pivotal in ensuring excellent customer service and maintaining strong relationships with clients. The ideal candidate will be a proactive communicator, adept at problem-solving, and committed to enhancing client satisfaction.ResponsibilitiesServe as the primary point of contact for clients, addressing inquiries and resolving issues promptly.Build and maintain strong, long-lasting client relationships through open communication and trust.Collaborate with internal teams to ensure timely and successful delivery of solutions according to client needs.Manage and document client interactions, ensuring accurate and up-to-date records.Identify opportunities to improve client satisfaction and drive continuous improvement initiatives.Prepare and present regular reports on client interactions and feedback to management.Assist in the development and implementation of client service policies and procedures.QualificationsPrevious experience in client relations or a similar role is preferred.Strong interpersonal and communication skills, both verbal and written.Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.Proficient in using customer relationship management (CRM) software.Excellent problem-solving skills and attention to detail.Ability to work independently and as part of a team.Required Work HoursMonday to Friday, first shift.BenefitsCompetitive salary with a range of $45,000 to $50,000 per year.Comprehensive benefits package, including health, dental, and vision insurance.Opportunities for professional development and career growth.Supportive and collaborative work environment.Additional DetailsThe Client Relations Specialist role is an exciting opportunity for individuals passionate about delivering exceptional customer service and enhancing client relationships. Candidates looking to make a significant impact in a dynamic environment are encouraged to apply. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions. Job Reference: JN -042025-393066
Work-from-Home Client Relations Coordinator
Posted 2 days ago
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- Leadership Growth Opportunity Location :
Remote (Fisher Home Office222 Forbes Rd #101, Braintree, MA 02184) Schedule : Flexible, work in your preferred time zone Boston #1 Top Places to work About Us : Fisher Organization is the New England division of American Income Life.
- Our mission is to protect the members of Labor and Credit Unions and various Associations of New England, as well as as many working families as possible throughout the region.
- We strive to become the premier in-home supplemental insurance company in New England while maintaining a company culture that promotes personal growth and striving to make a positive impact on our clients lives.
The Role :
- Were seeking a motivated Remote Client Service Manager to lead and inspire a remote team, deliver exceptional client service, and grow into a leadership role.
- If youre passionate about leading from anywhere and want to take your career to the next level, this is the perfect opportunity.
What Youll Do :
- Lead and motivate a remote team, ensuring exceptional client satisfaction.
- Use virtual tools to effectively manage and support team members across time zones.
- Work closely with leadership to enhance your management skills through personalized mentorship.
- Implement best practices to improve service delivery and team performance.
- Uphold professionalism and a client-first mindset in every interaction.
What Youll Bring :
- Strong communication and leadership skills, with the ability to motivate remote teams.
- A self-driven, adaptable mindset to excel in a dynamic, fast-paced environment.
- A desire to grow into a leadership role and take on new challenges. (Management experience is a bonus but not requiredwe invest in your potential!) Why Join Us?
Flexibility :
- Design your work schedule around your life.
- Learn from experienced professionals invested in your growth.
Remote Work :
- Build your career from anywhere.
Competitive Pay :
- Performance-based compensation with opportunities for advancement.
Supportive Culture :
- Be part of an innovative, collaborative, and growth-focused team.
- Work Location Multiple locations - excluding residents of New York, Minnesota and California.
Industry :
- Insurance / Finance Ready to take the next step?
- If youre excited to lead, grow, and make an impact from anywhere, wed love to hear from you!
Apply today and join a team thats redefining remote work and professional success.
#J-18808-LjbffrPatient/Client Relations Specialist (Patient Navigator)
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Cherishing Our Children Since 1977Helping children and families help themselves to live a better life and build a stronger community.The Center for Family and Child Enrichment (CFCE) is dedicated to helping children and their families by providing the right services and solutions based on individual needs. CFCE is constantly evolving to better support our community. As a Patient/Client Relations Specialist (Patient Navigator) you will deliver high-quality patient engagement and customer service for our Federally Qualified Health Center (FQHC). This position focuses on outbound and inbound communication to educate patients-particularly those assigned through managed care capitation rosters-about their assignment to our facility, the comprehensive services we offer, and how to access care. The representative also conducts follow-up calls related to the Sliding Fee Discount Program, supporting patient understanding and satisfaction while assisting with care coordination across departments.This position primarily involves telephone-based communication.Why join CFCE:You will make an invaluable impact in the communityWe offer growth and professional development opportunities You may qualify for Public Service Loan ForgivenessWe offer benefits; PTO, Medical, Dental, Vision, 403b retirement plan and more for qualified positions.Some of the Functions Include:Conduct outbound calls to patients identified on capitation rosters to inform them of their assignment to the health center. Explain available services including primary care, dental, behavioral health, and specialty services. Guide patients through the new patient onboarding process and direct them to appropriate departments to schedule appointments. Respond to incoming calls from patients and community members seeking information about the facility and services. Provide exceptional customer service, addressing concerns and routing inquiries to appropriate departments in a timely manner. Conduct follow-up calls with patients who have applied for or inquired about the Sliding Fee Discount Program. Assess patient satisfaction and understanding of program eligibility, application, and benefits. Identify barriers to participation and escalate any concerns to the Strategic Operations Coordinator for resolution or further review. Collaborate closely with front office and clinical departments to ensure accurate scheduling handoffs and service coordination. Minimum Education/Experience:Position requires a high school diploma. Preferably an Associate's Degree in Accounting, Finance, or Business management preferred. Preferably two years or more experience with a Community Health Center in a Federally Qualified Health Center (FQHC) setting. Must be detail-oriented and possess excellent organizational and communication skills. Skills/Experience Needed:Strong verbal communication and active listening skills. Ability to manage a high volume of calls while maintaining professionalism and empathy Familiarity with capitation rosters, sliding fee programs, and community health models. Proficient in EHR systems and call documentation tools; Microsoft Office experience preferred. CFCE is a Drug Free Workplace and an Equal Opportunity Employer.
Client Relations Specialist - Entry Level Opportunity
Posted 2 days ago
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Job DetailsJob LocationCorporate Office - Fort Lauderdale, FLDescriptionA&D Mortgage- Financial Holding Company successfully providing residential and commercial loans for more than 20 years, based in FloridaWho We're Looking For:Step into a role where innovation meets opportunity. We're looking for a Client Relations Specialist to join our team and revolutionize the way we connect with brokers. You'll be more than just a contact point; you'll be a strategic partner, building lasting relationships and driving new business through your expertise in refinance, purchase, and investment opportunities. Picture yourself networking with industry leaders, mastering the art of loan management, and playing a pivotal role in our company's growth.No prior mortgage experience is required - the training is on us!Key Responsibilities:Support the development of new B2B partnerships by connecting with potential partners provided by our team.Learn and apply effective relationship-building strategies under the guidance of senior team members.Contribute to team goals while developing your individual skills and expertise in the mortgage industry.Working Conditions:This is a full-time, office-based position in a modern, comfortable environment. Our standard working hours are Monday to Friday, 9:00 AM to 6:00 PM, promoting a healthy work-life balance.QualificationsSkills & Qualifications:Excellent communication and interpersonal skills (written and verbal).Strong work ethic and a proactive approach to learning.Ability to work effectively both independently and as part of a team.A positive attitude and a willingness to embrace new challenges.Recent graduate (preferred) or 0-2 years of professional experience.Associate's degree (required)What we offer:PTO/Sick DaysComprehensive medical, dental, vision benefitsPaid volunteer hoursLife Insurance, Short-term Disability, and Long term DisabilityHealth Savings Account401kPaid training and career developmentOnsite fitness center for employeesGourmet cafeteria with affordable homemade breakfast and lunchHealthy grab and go snacksCareer Growth: As part of a growing and evolving company, you will have ample opportunities to develop your career, take on new challenges, and make a significant impact.Work-Life BalanceInclusive Culture: We are committed to fostering a diverse and inclusive workplace where all employees feel valued and empowered. We celebrate unique perspectives and believe diversity drives innovation.Cutting-Edge Technology: Access state-of-the-art learning tools and technologies to enhance your own professional development and that of the entire organizationJoin Us:Explore our social media to get a sense of our rich corporate culture.YouTube - @ADMortgageLifeInstagram - admortgage_lifeTikTok - @admortgage_lifeTake the first step towards a rewarding career in the mortgage industry with A&D Mortgage.Our professional Recruitment team will reach out to you shortly!This is an on-siteposition only at our office in Ft. Lauderdale, FL.We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sexual orientation, age, marital status, veteran status, or disability status.We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.#LI-DI
Director of Business Development and Client Relations
Posted 3 days ago
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Mission Capital Advisors ("Mission Capital"), a subsidiary of Marcus & Millichap Capital Corporation ("MMCC"), is a leading Third-party Due Diligence provider and Loan Sale Advisor. Mission Capital is seeking Director and Vice President level candidates to join our client relationship team. The candidate will work with the senior members of the Due Diligence and Loan Sale Advisory teams.
The candidate will have broad knowledge of the bank and non-bank lending market and familiarity with all single-family mortgage debt originators and capital market participants. Product knowledge should include new originations, performing, re-performing, sub-performing and distressed asset classes. The candidate should possess relationships with debt capital markets participants, including mortgage loan originators, community, regional, money center and international banks, investment banks, specialty finance companies, and funds.
KEY RESPONSIBILITIES:
- Build and maintain strong collaborative relationships with clients and key decision-makers at loan originators requiring third-party review diligence for securitization or buy/sell projects. Identify and engage with active participants in the capital markets loan purchase and sale environment. Proactively research and connect with loan originators, banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers, and other market players to source due diligence projects and loan trading support opportunities.
- Drive both new business development efforts as well as maintaining client relationships with existing clients.
- Represent the organization at industry conferences and events, scheduling and attending meetings with both existing and prospective clients. Develop and share innovative ideas and strategic insights to enhance client engagement and promote leadership in the field.
- Maintain comprehensive tracking and reporting of business development initiatives to ensure transparency and alignment with organizational goals.
- Expand market and sales opportunities by collaborating with the Mission Capital Advisors Loan Sale Advisory Team to align loan sales and due diligence opportunities and provide support in executing loan sale transactions.
- Possess extensive relationships with, and in-depth knowledge of, a wide range of loan origination companies.
- Investment banking and/or origination secondary marketing trading experience.
- Mortgage, real estate or structured products experience at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund) or
- Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution or
- Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus).
- Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus.
- Strong business writing skills.
- Attention to detail.
- Ability to work as part of a team.
- Strong drive and desire to take on responsibility.
- Likes and prioritizes work with a genuine interest in debt capital markets / real estate.
Mission Capital Advisors (MCA) is a leading national loan sale advisory, due diligence and capital markets firm providing an integrated platform of secondary market loan portfolio brokerage, valuation, transaction management and data/document curative services for the commercial and residential loan markets. Mission Capital Advisors was acquired in 2020 by Marcus & Millichap (NYSE:MMI), a commercial real estate and finance services firm with 2,000 investment sales and capital markets professionals located in more than 80 offices across the U.S. and Canada. With a market cap of nearly $1.8B and $0B to 50B of closed transactions annually, Marcus & Millichap adds deep capital markets expertise, investment sales, market intelligence, and extensive research to MCA's resources.
Marcus & Millichap provides equal employment opportunities to all employees and applicants for employment without discrimination with regard to race, religious belief (including dress or grooming practices), color, sex, sex stereotype, pregnancy, childbirth or related medical conditions (including breast feeding), age, national origin, ancestry, sexual orientation, gender identification and expression, transgender status, physical or mental disability, medical condition, genetic characteristics, genetic information, family care, marital status, enrollment in any public assistance program, status as military, a veteran or qualified disabled veteran, status as an unpaid intern or volunteer, or any other classification protected by law. We also prohibit discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. In addition to federal law requirements, Marcus & Millichap complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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