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Showing 17 Customer Service Representative jobs in Hueytown
Customer Service Representative - Tag and Titles
Posted 27 days ago
Job Viewed
Job Description
Altec is an industry leader, providing equipment to electric utility, telecommunications, tree care, construction, and light and signs markets. We help customers dig deeper and reach higher! Altec's auction subsidiary, JJ Kane , extends the lifecycle of critical equipment that allows new markets-small businesses and local individuals-to continue using products. This is great for the environment and for communities. Altec's JJ Kane auction associates are the best in the business.
A nationwide growth strategy continues, opening a position for a customer service representative. This position will allow you to combine your people skills with your ability to make decisions and solve problems.
- If you are seeking a culture of innovation and inclusivity,
- Where your strong administrative, interpersonal, organization and communication skills can shine,
- And if you are ready to join a nationwide team with dozens of auction lots across the country,
- Where continued growth can result in a long-term career position,
Then we want to meet you!
JJ Kane auctions all types of used equipment including: bucket trucks, digger derricks, construction equipment, back hoes, skid steers, mini excavators, tractor crawlers, dozers, fleet cars and more! Altec, family-owned since 1929, has the reach and resources of a large organization with the heart of a local firm. "More than just building equipment, we also build relationships." Altec products and services can be found across the U.S. and in over 100 countries around the world. Safety is a primary responsibility in everything we do as is support of the Altec Company Values: Customer First - Enjoyment of Work - Family - Financial Stability - Integrity - People are our Greatest Strength - Quality - Spiritual Development - Teamwork
This position will be located in our Birmingham, AL corporate office.
Major Responsibilities May Include:
- Interacts directly with customers in a professional manner;
- Handles timed auction payouts, interacting with consignors
- Title processing
- Authorizes purchase orders for Service Centers and other Suppliers
- Handles AP review for timed auction invoices
- Review photos from Service Centers and third-party holding yards
- Audit items in AIM to funnel to correct workflow status
- Work with Managers to:
- Create and maintain streamline processes to record lot issues from buyers for review
- Create and maintain database to track lot issues after the sale to improve quality
- Create and maintain database to track refund issues
- Participates in RCI events as requested
- Demonstrates consistent progress towards proficiency in areas of training (defined by training objectives document)
- Attends classroom and online training sessions to enhance skills and build knowledge
- All other duties as assigned
Should the selected candidate meet the qualifications of a more experienced level in the career path, the job level may be adjusted.
Education, Experience and Skills Required:
- High School Diploma or GED required
- Bachelor's Degree preferred
- Bilingual - English/Spanish a bonus
- A minimum of three years of experience in customer service, sales or marketing
- Bachelor's Degree will be considered in lieu of 2 years of experience
- Title experience preferred
- PC Skills using spreadsheets, word processing, and other office management applications required
- Excellent written and verbal communication skills
- Must be able to work independently to manage their time and tasks
- Mechanical aptitude, product or industry knowledge preferred
- Must demonstrate the ability to multi-task, prioritize and meet deadlines while producing quality work
- Demonstrated Customer and People Skills
- Must be able to work in a team environment
Benefits
Among our core values is a focus on family and financial stability, and we believe it is important to provide associates with a competitive benefits package. Highlights of Altec's benefits package are listed below.
Learn more by visiting Compensation & Benefits - Altec Inc
- Medical, Dental, and Vision Health Care Plans
- Retirement Savings Plan - Traditional 401(k) or Roth 401(k)
- Tuition Reimbursement Program
- Company Holidays, Paid Vacation, and Vacation Purchase
- Company Wellness Programs (Physical, Social, Emotional, Spiritual, Financial)
- Personal and Professional Learning/Development Opportunities
- Plus more!
Altec Industries, Inc. and its affiliates are equal opportunity employers and maintain affirmative action plans to recruit, retain, develop, and promote qualified individuals without unlawful consideration of race, gender, color, religion, sexual orientation, national origin, age, disability, citizenship status, veteran status, or any other characteristic protected by federal, state or local law. Altec strives to maintain a work environment free from unlawful discrimination and harassment, where associates are treated with respect and dignity.
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Customer Service Representative (Jacksonville, FL area) Remote
Posted 15 days ago
Job Viewed
Job Description
Maximus is looking for customer service representatives in and around the Jacksonville, FL area. The role - provides customer service for basic and routine inquiries and problems via multiple possible channels (i.e. telephone, emails, web chats, or written letters). May support multiple Federal government agencies on critical programs.
Must reside within a 75 radius of the Jacksonville, FL area. This position is fully remote; however, you must be able to go onsite to pick up equipment at the Maximus Jacksonville, FL location.
This position will require a favorable Federal suitability clearance post-hire as mandated by the client.
*Position is contingent upon contract award*
Essential Duties and Responsibilities:
- Provides customer service for basic and routine inquiries and problems via multiple possible channels (i.e. telephone, emails, web chats, or written letters).
- Calls are basic and routine.
- Uses computerized system for tracking, information gathering, and/or troubleshooting.
- Provides feedback when needed, provide input on call trends, processes, procedures, and training.
- May respond to customer inquiries by referring them to published materials, secondary sources, or more senior staff.
- Experience in a call center environment highly preferred
- Must Be a US Citizen
- This position requires all work to be performed within the Continental US. Must currently live in and have permanent residence within the Continental US.
- Must be able to successfully obtain a favorable Federal suitability clearance post-hire as mandated by the client.
- Must be able to pick up equipment at the Maximus Jacksonville, FL Location.
Minimum Requirements
- High School diploma or equivalent with 6 months of customer service experience.
- Must be able to speak and read English clearly, professionally and fluently.
EEO Statement
Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Pay Transparency
For positions on this contract, Maximus will pay the prevailing wage rate for the location in which the employee is working, as determined by the Department of Labor. That wage rate will vary depending on locality. An applicant's salary history will not be used in determining compensation.
Accommodations
Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at .
Minimum Salary
$
16.00
Maximum Salary
$
16.00
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Customer Service Representative (Pharr TX or Brownsville TX area) Remote
Posted 15 days ago
Job Viewed
Job Description
Maximus is looking for customer service representatives in and around the Pharr Texas/Brownsville TX areas. The role - provides customer service for basic and routine inquiries and problems via multiple possible channels (i.e. telephone, emails, web chats, or written letters). May support multiple Federal government agencies on critical programs
Must reside within a 75 radius of the Brownsville or Pharr Texas area.
This position is fully remote; however, you must be able to go onsite to the Maximus Pharr Texas location to pick up equipment.
This position will require a favorable Federal suitability clearance post-hire as mandated by the client.
*Position is contingent upon contract award*
Essential Duties and Responsibilities:
- Provides customer service for basic and routine inquiries and problems via multiple possible channels (i.e. telephone, emails, web chats, or written letters).
- Calls are basic and routine.
- Uses computerized system for tracking, information gathering, and/or troubleshooting.
- Provides feedback when needed, provide input on call trends, processes, procedures, and training.
- May respond to customer inquiries by referring them to published materials, secondary sources, or more senior staff.
- Experience in a call center environment highly preferred
- Must Be a US Citizen
- This position requires all work to be performed within the Continental US. Must currently live in and have permanent residence within the Continental US.
- Must be able to successfully obtain a favorable Federal suitability clearance post-hire as mandated by the client.
- Must be able to pick up equipment at the Maximus Pharr, TX Location.
Minimum Requirements
- High School diploma or equivalent with 6 months of customer service experience.
- Must be able to speak and read English clearly, professionally and fluently.
EEO Statement
Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Pay Transparency
For positions on this contract, Maximus will pay the prevailing wage rate for the location in which the employee is working, as determined by the Department of Labor. That wage rate will vary depending on locality. An applicant's salary history will not be used in determining compensation.
Accommodations
Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at .
Minimum Salary
$
16.00
Maximum Salary
$
16.00
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Bilingual Customer Service Representative - Mandarin/Cantonese (Remote in New York, NY)
Posted 19 days ago
Job Viewed
Job Description
Every day, Bilingual Customer Service Representatives (CSRs) at Maximus are entrusted to serve some of the most vulnerable communities by providing customer care to millions of New Yorkers who need to maneuver through complex healthcare plans. During these uncertain times we ensure that we are delivering the best outcomes possible for our clients and customers - ensuring every action is thoughtful, open, transparent, and done with integrity. To prepare you for this role, Maximus provides paid, comprehensive training which ensures our customer service representatives care for each caller with the highest levels of knowledge and professionalism.
*Please note this job posting is for the upcoming class in New York City. This position is fully remote in New York City, candidates must live within 100 miles radius of the office location in New York, NY. There is 6 weeks of paid training (remote training).
Why Join Maximus?
- Base rate $21.50/hr for Bilingual
-$2.50/hr for Trilingual
- 200 in referral incentives
- Competitive Compensation: Quarterly bonuses based on performance included!
- Comprehensive Insurance Coverage: Choose from various plans, including Medical, Dental, Vision, Prescription, and partially funded HSA. Additionally, enjoy Life insurance benefits and discounts on Auto, Home, Renter's, and Pet insurance.
- Future Planning: Prepare for retirement with our 401K Retirement Savings plan and Company Matching.
- Paid Time Off Package: Enjoy PTO, Holidays, and sick leave,
- Holistic Wellness Support: Access resources for physical, emotional, and financial wellness through our Employee Assistance Program (EAP).
- Recognition Platform: Acknowledge and appreciate outstanding employee contributions.
- Tuition Reimbursement: Invest in your ongoing education and development.
- Employee Perks and Discounts: Additional benefits and discounts exclusively for employees.
- Maximus Wellness Program and Resources: Access a range of wellness programs and resources tailored to your needs.
- Professional Development Opportunities: Participate in training programs, workshops, and conferences.
Essential Duties and Responsibilities:
- Answer incoming calls from consumers including the general public, prospective enrollees and people assisting enrollees or acting on their behalf in accordance with all performance standards, policy and procedures, and protocols including but not limited to the confidentiality and privacy policies.
- Respond effectively to all forms of inbound and outbound contacts.
- Track and document all inquiries using the applicable systems.
- Process new applications for health care coverage via the telephone including building tax household, household income, eligibility determinations, interpreting determinations made by the Marketplace, and enrollment into health plans. Transfer/refer consumers to appropriate entities according to the established guidelines.
- Process life event changes, demographic updates, disenrollment requests, and special enrollment periods as requested.
- Facilitate the fulfillment of caller requests for materials via mail, email, or download.
- Facilitate translation services for non-English speaking callers according to procedures.
- Escalate calls or issues to the appropriate designated staff for resolution as needed.
- Attend meetings and trainings as requested and maintain up-to-date knowledge of all programs and systems.
- Occasionally lifts, carries, or otherwise moves items weighing up to 25 pounds.
- Must be able to remain in a stationary position for an extended period of time.
- Responsible for adhering to established safety standards.
- Meet Quality Assurance (QA) and other key performance metrics.
- Respond to all inquiries consistent with confidentiality and privacy policies and refers callers to alternate sources when appropriate.
- Perform co-browse interactions with consumers seeking assistance with the application process via the NYSOH, as necessary.
- Process new applications for health care coverage via the telephone including building tax household, household income, eligibility determinations, interpreting determinations made by the Marketplace, and enrollment into health plans.
Minimum Requirements
- High school diploma or GED required and 6+ months of relevant professional experience required, or equivalent combination of education and experience.
- This position requires proficiency in English and Mandarin, Cantonese or Russian language or proficiency in both Spanish and Haitian Creole languages.
- Must be able to speak and read in Mandarin and/or Cantonese and English
- Strong data entry and telephone skills.
- Excellent organizational, interpersonal, written, and verbal communication skills.
- Ability to perform comfortably in a fast-paced work environment.
- Ability to successfully execute many complex tasks simultaneously.
- Ability to work as a team member, as well as independently.
- Previous experience with computers, phone systems, and headsets preferred.
- Previous experience in customer service preferred.
#NYSOHcsr #NYSOHPriority #LI-Remote #maxcorp
Statement
Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Pay Transparency
Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.
Accommodations
Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at .
Minimum Salary
21.50
Maximum Salary
21.50
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Remote Work From Home Customer Service Representative Agent - Part Time Panelists Needed
Posted 3 days ago
Job Viewed
Job Description
Remote Work From Home Customer Service Representative Agent - Part Time Market Research Panelists
Our company is seeking individuals to participate in National & Local Paid Focus Groups, Clinical Trials, and Market Research assignments.
With most of our paid focus group studies, you have the option to participate remotely online or in-person. This is a great way to earn additional income from the comfort of your home.
Compensation:
* $5- 150 (per 1 hour session)
* 300- 750 (multi-session studies)
Job Requirements:
* Show up at least 10 mins before discussion start time.
* Participate by completing written and oral instructions.
* Complete written survey provided for each panel.
* MUST actually use products and/or services, if provided. Then be ready to discuss PRIOR to meeting date.
Qualifications:
* Must have either a smartphone with working camera or desktop/laptop with webcam
* Must have access to high speed internet connection
* Desire to fully participate in one or several of the above topics
* Ability to read, understand, and follow oral and written instructions.
* Customer service representative agent experience is not necessary.
Job Benefits:
* Flexibility to take part in discussions online or in-person.
* No commute needed should you choose to work from home remotely.
* No minimum hours. You can do this part-time or full-time
* Enjoy free samples from our sponsors and partners in exchange for your honest feedback of their products.
* You get to review and use new products or services before they are released to the public.
You must apply on our website and complete a set of questionnaire to see if you qualify.
This position is perfect for anyone looking for temporary, part-time or full-time work. The hours are flexible and no previous experience is required. If you are a customer service representative agent or someone just looking for a flexible part time remote work from home job, this is a great way to supplement your income.
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Client Services Coordinator
Posted 8 days ago
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Job Description
SUMMARY OF JOB PURPOSE AND FUNCTION
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.
ESSENTIAL RESPONSIBILITIES AND TASKS
+ Live and exemplify the Five Principles of Mars, Inc. within self and team.
+ Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.
+ Maximize the number of pets seen by the hospital team through a productive and efficiently run hospital to support the needs of our wellness plan clients.
+ Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health.
+ Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services
+ Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.
+ Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments.
+ Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures.
+ Conduct administrative functions as necessary.
+ Other job duties as assigned.
THE FIVE PRINCIPLES
+ Quality - The consumer is our boss, quality is our work and value for money is our goal.
+ Responsibility - As individuals, we demand total responsibility from ourselves; as associates, we support the responsibility of others.
+ Mutuality - A mutual benefit is a shared benefit; a shared benefit will endure.
+ Efficiency - We use resources to the full, waste nothing and do only what we can do best.
+ Freedom - We need freedom to shape our future; we need profit to remain free.
HIRING QUALIFICATIONS / COMPETENCIES
Leadership- Customer Focus- Peer Relationships- Integrity & Trust- Action Oriented- Listening
Functional- Preventative care and OWPs- Communication Skills- Client Service Skills- Priority Setting- Time Management
CAPABILITIES AND EXPERIENCE (CAN DO)
+ Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.
+ Communication skills - Reads, writes and speaks fluent English, using appropriate grammar, style and vocabulary. Correctly spells commonly used English words and job specific terms. Demonstrates exceptionally strong written and verbal communication skills.
+ Organizational ability - Demonstrates a systematic approach in carrying out assignments. Is very orderly and excels at cutting through confusion and turning chaos into order.
+ Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions.
+ Client service skills - Consistently ensures the team provides the client with attentive, courteous and informative service. Gains and shows personal satisfaction from delivering great service.
+ Intellectual ability - Accurately and consistently follows instructions delivered in an oral, written or diagram format. Can provide directions.
+ Mathematical ability - Ability to add, subtract, multiply and divide, and to compute rate, ratio and percent; ability to convert units of measurement.
+ Computer skills - Comfortably and confidently uses a computer and specialized software. Microsoft Word, Excel, Access, Outlook, etc.
ATTITUDES (WILL DO)
+ Initiative - shows willingness and aptitude to use own discretion in taking appropriate steps in finding solutions to problems; presents options and ideas to enhance current processes or procedures. Takes on additional responsibility when both big and small tasks need to be done.
+ Integrity - Firmly adheres to the values and ethics of Banfield Pet Hospitals. Exhibits honesty, discretion, and sound judgment.
+ Cooperativeness - Willing to work with others, collaborating and compromising where necessary; promptly share relevant information with others.
+ Flexibility - Is open to changing situations and opportunities and is willing to perform all tasks assigned.
+ Independence - Able and willing to perform tasks and duties without supervision.
+ Tolerance for Stress / Resiliency - Maintains a positive "can do" outlook, rebounds quickly from frustrations and unpleasantness, and maintains composure and friendly demeanor while dealing with stressful situations.
SPECIAL WORKING CONDITIONS
+ Ability to work at a computer for long periods of time.
+ Ability to be confident around pets (i.e., dogs, cats, birds, reptiles, etc.)
+ Client needs and work volume may often require more than 40 hours per week to complete essential duties of this job. This position requires special hours including working weekends and evenings.
+ Must have mental processes for reasoning, remembering, mathematics and language ability (reading, writing, and speaking the English language) to perform the duties proficiently.
+ The noise level in the work environment is moderately high.
+ Requires sufficient ambulatory skills in order to perform duties while at hospital.
+ Ability to stand, walk, stoop, kneel, crouch, and climb as well as manipulate (lift, carry, move) up to 50 pounds.
+ Requires good hand-eye coordination, arm-hand-finger dexterity with the ability to grasp, and visual acuity to use a keyboard and operate equipment.
+ Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
+ Associate is routinely exposed to a variety of pets that may bite or scratch, and on occasion, exposed to anesthesia, radiation, biological hazards and medication/controlled substances.
EXPERIENCE, EDUCATION AND/OR TRAINING
+ High School Diploma or equivalent preferred.
+ Must be at least 18 years old to perform duties involving radiography (x-ray) and exposure to radioactive substances.
+ One year related experience required with customer service preferred.
+ Medical background (veterinary technician, human healthcare, pharmaceutical, etc.) with medical terminology training is preferred.
WE ARE A DRUG-FREE, SMOKE-FREE, EQUAL OPPORTUNITY EMPLOYER.
Banfield Pet Hospital® strongly supports and values the uniqueness of all individuals and promotes a work environment where diversity is embraced. Banfield Pet Hospital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, genetic information, status as a protected veteran, or status as a qualified individual with disability. Banfield Pet Hospital complies with all applicable federal, state and local laws governing nondiscrimination in employment in every Banfield location.
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Director - Client Services (REMOTE)
Posted 6 days ago
Job Viewed
Job Description
Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies
Certified as a Great Place to Work®
Fortune Best Workplaces in Financial Services & Insurance
Director - Client Services (REMOTE)
Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world's best brands?
+ Apply your knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.
+ Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some of the world's most respected organizations.
+ Be a part of a rapidly growing, industry-leading global company known for its excellence and customer service.
+ Leverage Sedgwick's broad, global network of experts to both learn from and to share your insights.
+ Take advantage of a variety of professional development opportunities that help you perform your best work and grow your career.
+ Enjoy flexibility and autonomy in your daily work, your location, and your career path.
+ Access diverse and comprehensive benefits to take care of your mental, physical, financial and professional needs.
**ARE YOU AN IDEAL CANDIDATE?** We are looking for driven individuals that embody our caring counts model and core values that include empathy, accountability, collaboration, growth, and inclusion.
**PRIMARY PURPOSE** **:** To determine account management strategies related to managed care client service plans; to be responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business; to provide managed care program management for jumbo clients requiring dedicated staff, multiple offices and complex service models; and to oversee the work of other local Client Services staff.
**ESSENTIAL FUNCTIONS and RESPONSIBILITIES**
+ Provides stewardship reporting to clients; identifying and educating clients on managed care issues and trends impacting programs.
+ Conducts pre-renewal visits reviewing client loss experience and general company performance. Reviews and identifies areas of potential dissatisfaction prior to renewal meetings.
+ Performs client renewal, contract revision, and Client Service Instruction preparation for complex programs.
+ Negotiates changes or improvements to service plan.
+ Facilitates the reduction of process barriers, technology constraints, or resource constraints by directing and influencing the activities of other internal departments such as information technology, operations and business development.
+ Coordinates client invoicing, audits and accounts receivable follow up for assigned clients.
+ Resolves all major customer service issues.
+ Identifies and solicits cross-selling opportunities.
+ Participates in local insurance community through advanced education and affiliation memberships.
+ Supervises and directs personnel assigned to programs requiring multiple Account Representatives.
+ Ensures compliance with all applicable Quality initiatives.
**ADDITIONAL FUNCTIONS and RESPONSIBILITIES**
+ Performs other duties as assigned.
+ Supports the organization's quality program(s).
+ Travels as required.
**QUALIFICATIONS**
**Education & Licensing**
Bachelor's degree from an accredited college or university preferred. CPCU, AIC and/or ARM or other related designation preferred.
**Experience** :
Ten (10) years related experience or equivalent combination of education and experience required to include two (2) years account manager experience or five (5) years adjuster experience including two (2) years in a supervisory capacity.
**TAKING CARE OF YOU**
+ Flexible work schedule.
+ Referral incentive program.
+ Career development and promotional growth opportunities.
+ A diverse and comprehensive benefits offering including medical, dental vision, 401K on day one.
The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.
Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.
**If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.**
**Sedgwick is the world's leading risk and claims administration partner, which helps clients thrive by navigating the unexpected. The company's expertise, combined with the most advanced AI-enabled technology available, sets the standard for solutions in claims administration, loss adjusting, benefits administration, and product recall. With over 33,000 colleagues and 10,000 clients across 80 countries, Sedgwick provides unmatched perspective, caring that counts, and solutions for the rapidly changing and complex risk landscape. For more, see** **sedgwick.com**
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Account Manager II - Client Services
Posted 8 days ago
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Job Description
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success.
As an Account Manager II - Client Services within PNC's Commerical Real Estate Group, you will be based within Kansas City, Birmingham, Little Rock, Pittsburgh or Washington, DC.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Under supervision, responsible for developing and maintaining assigned long-term client relationships. Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units. May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients.
+ Serves as point of contact for client matters. May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship. This includes leveraging industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities.
+ Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed. May work with in-house counsel and clients on contract negotiations. This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines.
+ Participates in the analysis, assessment and documentation of client requirements. Forecasts and tracks key account metrics. May identify customization needs, and work with service partners to decision/implement.
+ Manages processes outlined in the contract and partners to resolve challenges regarding implementation and production issues. Serves as an escalation point for high severity requests or issues. Works towards finding the best solution to maintain a positive client relationship.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Account Management, Client Counseling, Competitive Advantages, Go-to-Market Strategies, Influencing Skills, Negotiation, Relationship Building, Sales Operations
**Competencies**
Account Management, Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Negotiating, Problem Management Process
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
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US Seasonal Tax-Private Client Services Senior Manager
Posted 8 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Seasonal Tax Manager - Private Client Services - *Remote*** ** **
Private Client Services (PCS) is a growing practice within EY, and you'll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multibillion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.
**The opportunity**
You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams.
**Your key responsibilities**
As a seasonal tax manager your main priority could include reviewing complex individual tax returns, income tax planning of high-net-worth individuals and families, partnership tax compliance, or S Corp tax compliance for our Private Tax clients. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required.
**Skills and attributes for success**
+ A strategic eye toward prioritizing when working on multiple complex projects
+ Influencing skills, and the confidence and curiosity to question existing processes
+ The ability to produce technical writing and research in a tax context
+ Experience performing high quality review of complex tax returns
+ Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership compliance
+ Experience with federal and state personal and trust income tax
+ A thorough understanding of estate and wealth planning
+ Experience researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables
+ Comfort with working remotely in a virtual team environment
**To qualify for the** **role** **you must have** ** **
+ Valid US Certified Public Accountant (CPA) license or active state bar membership
+ A bachelor's degree in Accounting, Finance, Business, or a related discipline
+ A minimum of 4 years of relevant experience in tax compliance for private client individuals, partnerships, and/or S Corps
+ Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
**Ideally,** **you'll** **also have**
+ A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm
**What we look for**
We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ The salary range for this job in all geographic locations in the US is $120/hr to $150/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
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Tax Services Manager - Financial Services Organization - Private Client Services, EDGE
Posted 8 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
The opportunity
EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. In this role, you will work alongside our professionals who are knowledgeable and experienced with varied and specialized facets of high-net worth taxation.
Your key responsibilities
A Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value.
Responsibilities include
+ Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
+ Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
+ Ability to lead projects and work independently, with guidance in only the most complex situations
+ Incumbent has specialized depth and/or breadth of expertise
+ Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
+ Support effective long-term relationships and manage workflow effectively with our clients
+ Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
+ Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
+ Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
+ Provide effective leadership, formal and informal feedback, and coaching to team members
Skills and attributes for success
+ Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
+ Experience presenting in client conversations regarding complex or difficult topics
+ Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
+ Ability to manage multiple work assignments, team members and deadlines simultaneously
To qualify for the role you must have
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Proficient in the use of various tax and accounting technologies
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
What we look for
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,100 to $87,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 122,600 to 212,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Is this job a match or a miss?