196,079 Customerservicerepresentative jobs in the United States

Quantum is a dynamic and fast growing financial company in North Scottsdale and we have an opportunity within our Operations team. This is a non-sales account manager in our client services department reporting in to the Operations Manager. You will review new business applications for various annuity products, provide superior service to our clients and manage their accounts through pre and post sales issues. This role manages a client account list and provides assistance to the internal sales team to process business. You are eligible to be bonused on those sales numbers, so you have skin in the game. If you are ready to build relationships with your client list accounts and manage their day to day business with Quantum, we have the job for you.

• Exceptional client service and relationship building skills
• Professional written and verbal communication
• Solid organizational, time management and problem-solving skills and the ability to work accurately and meet follow-up deadlines with frequent interruptions
• Work in a fast-paced environment and interact with all levels within Quantum and its clients
• Demonstrated ability to work effectively as a part of a team

All applicants are required to take a PI Survey. All employees are subject to a background check prior to hire. We offer a competitive compensation and benefits package to include medical, dental, life, flexible spending and 401(K). Quantum is an equal opportunity employer.

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Scottsdale, AZ 85255

The Quantum Group, USA, LLC, an Arizona limited liability company. In CA, d/b/a Quantum Distribution & Insurance Services.

Join Our Team. In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive yea Customer Service, Client Service, Customer Service Representative, Representative, Skills, Retail, Insurance

Description

• Competitive compensation, benefits, and incentives 
• A dedication to work/life balance? 
• A team environment with a focus on community service? 
• Daily pay available 

• Schedule client appointments/visits according to care plans, patient needs, and staff availability 
• Contact care providers and clients regarding day-to-day changes in scheduling needs 
• Provide excellent customer service to associates and clients alike 
• Perform administrative functions, such as: word processing, photocopying, filing, reception/telephone duties, etc.
• Provide backup assistance for intake/authorization department 
  
  

• Medical/Health Care scheduling experience 
• Home Health Care or Staffing experience preferred 
• Strong technical skills; Proficient in Microsoft Windows and Office suite, scheduling systems, and other healthcare-related software 
• Previous medical records experience (preferred)

Client Services Associate at BAYADA Home Health Care summary:

The Client Services Associate supports the home care office by coordinating care delivery, managing client documentation, billing, and maintaining relationships with clients, referral sources, and field staff. This role provides critical administrative and operational support to ensure the highest quality home health care services. It offers growth opportunities towards becoming a Client Services Manager within a non-profit healthcare organization.

Our BAYADA Oahu Home Care office is looking for a Client Services Associate!

***JOIN A NON-PROFIT HOME CARE ORGANIZATION***

Are you looking for an exciting opportunity in a fast-growing industry? Do you want to make a difference in people’s lives while you grow your career and learn the business? We’re BAYADA Home Health Care and we believe that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills to this dynamic and entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients.

Location: 615 Piikoi Street, Suite 600, Honolulu, HI 96814

Through hands-on experience, Client Services Associates at BAYADA learn to lead field staff in providing quality home care in order to become a Client Services Manager.

• Up to $23/hour
• Growth Opportunities
• BAYADA offers a comprehensive benefits plan that includes the following: Paid holidays, vacation and sick leave, vision, dental and medical health plans, employer paid life insurance, 401k with company match, direct deposit and employee assistance program

Responsibilities:

• Focused on documentation, tracking and coordination of your caseload, you’ll assist in growing your office’s profitability through long-term relationship building and follow-up with clients, referral sources, payors and community organizations.
• You’ll also help maintain effective fiscal management by coordinating the billing and processing of services (entering OASIS documentation) and monitoring metrics (admissions, % Medicare, referrals rejected by reason, etc.) while partnering with the manager to supervise, support and maintain communicative relationships with field employees.

Qualifications:

• Four year college degree (prior health care, home care and recruiting experience a plus)
• Some experience with Medicare, OASIS, and CHAP a plus
• A demonstrated record of strong interpersonal skills and goal achievement
• Ambition to grow and advance beyond current position
• Proven communication and PC skills (including solid phone marketing and data entry ability)

Established in 1975, BAYADA is a non-profit organization that has never been sold, caring for an average of 44,000 clients weekly with 31,500 employees onboard. BAYADA is serving clients in 21 states, 373 offices, 6 countries and growing!

#LIRX

#JoinBAYADA-RX

As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates.

BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here.

BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

Keywords:

home care, client services, care coordination, billing and documentation, Medicare, OASIS, relationship management, non-profit healthcare, health services administration, care team support

Description

• Competitive compensation, benefits, and incentives 
• A dedication to work/life balance? 
• A team environment with a focus on community service? 
• Daily pay available 

• Schedule client appointments/visits according to care plans, patient needs, and staff availability 
• Contact care providers and clients regarding day-to-day changes in scheduling needs 
• Provide excellent customer service to associates and clients alike 
• Perform administrative functions, such as: word processing, photocopying, filing, reception/telephone duties, etc.
• Provide backup assistance for intake/authorization department 
  
  

• Medical/Health Care scheduling experience 
• Home Health Care or Staffing experience preferred 
• Strong technical skills; Proficient in Microsoft Windows and Office suite, scheduling systems, and other healthcare-related software 
• Previous medical records experience (preferred)

Description

• Competitive compensation, benefits, and incentives 
• A dedication to work/life balance? 
• A team environment with a focus on community service? 
• Daily pay available 

• Schedule client appointments/visits according to care plans, patient needs, and staff availability 
• Contact care providers and clients regarding day-to-day changes in scheduling needs 
• Provide excellent customer service to associates and clients alike 
• Perform administrative functions, such as: word processing, photocopying, filing, reception/telephone duties, etc.
• Provide backup assistance for intake/authorization department 
  
  

• Medical/Health Care scheduling experience 
• Home Health Care or Staffing experience preferred 
• Strong technical skills; Proficient in Microsoft Windows and Office suite, scheduling systems, and other healthcare-related software 
• Previous medical records experience (preferred)

Job Description: Is it time to make new investments into your career?

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.

• You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.

• You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.

• As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.

You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.

You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward.

You are celebrated . Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network.

You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.

• Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads

• Knowledge or experience in sales or the consultative relationship process

• Demonstrate accountability and a goal-oriented mindset

• Natural and demonstrated success in asking deeper questions to fully understand the client's situation

• Ability and flexibility to work in a "hybrid" work setting, both at home and in office

• Comfortable with technology and ability to navigate multiple systems simultaneously

• Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

• Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce

• Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions

• Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations

• Set up targeted appointments while identifying opportunities to address participant needs related to products and services

Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.

Sound too good to be true? See for yourself and learn more about our benefits offerings:

• Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)

• Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)

Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Job Description: Is it time to make new investments into your career?

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.

• You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.

• You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.

• As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.

You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.

You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward.

You are celebrated . Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network.

You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.

• Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads

• Knowledge or experience in sales or the consultative relationship process

• Demonstrate accountability and a goal-oriented mindset

• Natural and demonstrated success in asking deeper questions to fully understand the client's situation

• Ability and flexibility to work in a "hybrid" work setting, both at home and in office

• Comfortable with technology and ability to navigate multiple systems simultaneously

• Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

• Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce

• Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions

• Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations

• Set up targeted appointments while identifying opportunities to address participant needs related to products and services

Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.

Sound too good to be true? See for yourself and learn more about our benefits offerings:

• Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)

• Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)

Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.