340 Customer Service Representatives jobs in Indianapolis
Client Services Manager
Posted 9 days ago
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Job Description
The Manager of Client Services oversees and manages the Claim Advocacy and Risk Consulting staff that supports our property casualty clients providing claim consulting services at time of loss and proactive risk consulting to reduce future cost of risk. The Manager works in the office and travels to customer locations to review results of the Claim Advocacy and Risk Consulting services provided by Gregory & Appel and the insurance companies we represent. The Manager participates in new business/ prospect meetings to assist with Sales and difficult renewals to assist with client retention
Primary Duties
- Day to day management of risk consultants and claim advocates serving as technical resources and advisor.
- Design and implement claim advocacy and risk consulting programs to lead staff and assist clients with reducing their cost of risk; examples include E-Learning, Risk Transfer, Safety Audits, Emod Analysis, claim trending, OSHA benchmarks and more.
- Monitor staff service efforts including new claims reported, claim activities, claims closed, strategic service/stewardship reports, client risk control seminars and service visits.
- Develop, review and revise department workflows and procedures for claims management and risk control to keep pace with technology advancements, industry changes, new regulations and E&O compliance.
- Serve as mentor for Client Services staff responsible for overseeing the career development plans for each employee in the Client Services Department.
- Manage the department budget working closely with the COO primarily & CFO.
- Lead the hiring process for new department staff as needed based on agency growth and/or resignation, retirement, termination of employees.
- Serves as Risk Consultant and/or Senior Claims Advocate to key clientele in our Commercial Department, Group Captive and Large Deductible programs.
- Serve as Claim Advocate responding to Emergency Claim calls for clients experiencing severe losses outside of normal business hours.
- Serve as a Seminar speaker for clients, industry associations and risk management groups such as IASBO (Indiana Association of School Business Officials) CRI (Captive Resources, Inc.), others.
- Serve as a risk control and claim technical advisor for PC Producers, Commercial Operations, Personal Lines and Employee Benefits.
- Assist with the transition of clients to new PC Producers due to termination, resignation or retirement of Production staff.
- Participate in prospect meetings to sell the Gregory & Appel Client Service offerings as part of our overall risk management package and assist with responding to written requests for proposals.
- Promote cross-selling of new business for PC, Group, Personal Lines and Worksite offerings.
- Serve as Liaison to Group Department to integrate safety and wellness services promoting the 24/7 concept of Safety and Health on and off the job.
- Serves as part of the Gregory & Appel Emergency response team responsible for designing, implementing and participating in fire drills, unwanted intruder, severe weather and other emergencies.
Years of Experience:
- Five years of commercial property and casualty insurance experience within an independent agency or insurance company environment is required.
- Bachelor's Degree; or combined equivalent years of education and experience
- Property and casualty insurance license required.
- Insurance designations such as ARM, AIC, CRM, CIC, CPCU are desirable.
- Previous management experience within an independent agency environment preferred.
- A thorough understanding of commercial property casualty claims handling, insurance coverage and risk control services are required.
- Good organizational, verbal and written communication skills necessary.
- Ability to utilize computer programs and understand functionality required.
- Basic knowledge of standard accounting practices required.
- Ability to maintain a positive attitude, express enthusiasm and be flexible desired.
- Previous successful leadership roles desired, either within or outside the insurance environment.
- The ability to work independently or as part of a team is recommended.
Benefits
- Medical, Dental & Vision
- Short-Term & Long-Term Disability
- Extended Holiday Weekends
- Flexible PTO
- Paid Parental Leave
- Company Matching Donations
- 401k, Roth Option & Matching
- Life Insurance
- Hybrid Work Environment
- Wellbeing Coaching
- Mental Health Sessions
- Tuition Reimbursement
Gregory & Appel helps organizations and people grow through tailored risk management strategies. From helping companies with their business insurance programs and employee benefits offerings to helping individuals protect their assets - our team is the difference.
Who wouldn't want to work for a company that:
- Supports community involvement
- Prioritizes diversity, equity and belonging
- Invests in your future
- Gives 10% of profits back into the community
Client Services Representative

Posted 3 days ago
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Job Description
**Job Number:** JO-2506-10986
**Location (City, State):** Avon, IN
**Employee Group:** Regular
**Shift:** Day
**Travel:** 5%
**Site Name:** Indianapolis 2 Fulfillment Center
**Is Remote Eligible:** No
**Pay:** $52,700.00 - $89,500.00 per year
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**Client Service Representative**
At Radial, our employees are the forefront of ecommerce, bringing beloved brands to consumers through our fulfillment and technology solutions. We are fueling the future of retail, which means you are, too. When you work for Radial, you join a global community of changemakers, where the work is critical, and the culture is fun. We depend on our workforce to overcome real-world challenges every day and encourage you to carve your own career path while shaping our future together. We currently have an exciting opening for a Client Service Representative.
Radial is the pre-eminent B2C eCommerce fulfillment solutions provider powering some of the world's best customer experiences, specializing in tailored, scalable eCommerce fulfillment solutions for mid-market and enterprise brands. Click Here to Learn More About Radial ( Summary:**
The Client Service Representative (CSR) will serve as a single point of contact for Radial clients. The CSR will serve as the single point of contact and manage day-to-day communications between assigned client groups and Radial for all fulfillment needs and will interact with clients and site leadership on a daily basis through email, phone calls, text messages, etc. as necessary.
**Responsibilities:**
+ Primary contact for customers related to all operational inquiries, reporting, KPI's, etc in support of the fulfillment Site Director.
+ Assisting customers in resolving all questions and issues.
+ Trouble resolution root cause both operational and systemic, with internal escalation & communication as required.
+ Making sound business decisions and resolving escalated customer issues in a professional manner.
+ Tracking, reporting and making suggestions regarding the current impact of policies and procedures on the customer experience. Communicate these points effectively to site leadership
+ Providing exceptional service by assisting customers via phone, email, chat, and text.
+ Processing requests in customer service, escalation, and other queues correctly and efficiently.
+ Managing projects with minimal supervision.
+ Following up on status of issues forwarded to other Radial personnel to ensure that client's/customer's concerns are addressed promptly. Solve issues through research (system, in the operation, collaborating with customer and leadership, etc) as much as possible
+ Assisting with floor support.
+ Maintaining a high level of customer knowledge (forecast, product, policies, procedures, promotions, etc).
+ May be required to complete other duties as assigned.
**Qualifications:**
+ Experience in a warehouse setting
+ Strong interpersonal and communication skills - within the company and with customers
+ Experience with Warehouse Management Systems (WMS); reporting and troubleshooting.
+ Knowledge of department processes and SOPs
+ Collaborative approach and excellent problem-solving ability
+ Strong attention to detail and ability to meet deadlines
+ Superior written and oral communication skills, coupled with technical acumen
+ High School diploma or equivalent.
+ Strong Microsoft Office Suite skills including Word, Excel, Outlook and Teams are required
+ Flexibility to work a non-traditional schedule on a year-round basis including extended hours
+ Must be able to hear and understand verbal instructions
+ Must possess capability to walk or stand for extended periods of time
+ Must be able to lift up to 50 pounds to push or pull carts of up to 100 pounds
+ Must be able to climb stairs, to bend, stoop, kneel and grasp products
**Travel:**
+ This position is not remote.
+ Up to 5% travel may be required.
**Benefits:**
+ Opportunities to develop and explore career advancement
+ Competitive benefits package including medical, dental, vision, paid life insurance and disability, employer HSA funding
+ Family planning coverage, including Fertility & Adoption benefits
+ 401K matching after 6 months with immediate vesting
+ Generous PTO
+ Educational assistance and more!
Radial is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any other group or class protected by applicable federal, state or local law.
Radial is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by emailing . We will work to assist disabled job seekers whose disability prevents them from being able to apply online.
Want to join an organization with an inclusive work culture? No need to look any further. Apply now!
Click Here for All Open Jobs at Radial ( this link to review our privacy notice: Radial, Inc. Privacy Notice for Candidates | Radial ( you like to apply to this job?
Apply for the Client Services Representative position
Radial is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
Radial is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by emailing . We will work to assist disabled job seekers whose disability prevents them from being able to apply online.
Client Services Representative
Posted today
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Job Description
The Client Service Representative (CSR) will serve as a single point of contact for Radial clients. The CSR will serve as the single point of contact and manage day-to-day communications between assigned client groups and Radial for all fulfillment n Client Service, Representative, Customer Experience, Manufacturing, Retail, Client
Client Services Associate
Posted today
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Vaco is hiring for a Client Service Associate for two Advisors launching their own firm in the Indianapolis market.
The Client Service Associate (CSA) will support two financial advisors. The tasks performed by the client associate include sharing sales knowledge with customers and associates, supporting the administrative tasks of financial advisers, maintaining client account information, and lending assistance to financial advisers for special projects and urgent account tasks. They are also responsible for interacting with customers and associates in person, on the phone, and via e-mail, as well as opening new customer accounts and establishing new customer portfolios. The client associate will also provide support for existing customer accounts and portfolios, as well as generate reports and data for accounts and portfolios.
MUST HAVES:
Undergraduate degree preferred, Minimum of 3 years professional experience.
Series 7 & 63/65 or 66 registration - NOT A MUST HAVE - open to someone that is not licensed.
Knowledge of investment and banking products, policies & procedures is required.
Strong client service & technical skills (MS Word & Excel).
Strong communication, time management and organizational skills are required.
Salary range is depending on experience: 65,000 - 75,000 for someone entry level and/or not licensed with Financial Services background. 75,000-90,000 for someone fully licensed with 3 years in financial services as a Registered Client Services Associate. This position is bonus eligible.
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
- Virginia residents may access our state specific policies here .
- Residents of all other states may access our policies here .
- Canadian residents may access our policies in English here and in French here .
- Residents of countries governed by GDPR may access our policies here .
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual's skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
Client Services Representative
Posted today
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Client Service RepresentativeAt Radial, our employees are the forefront of ecommerce, bringing beloved brands to consumers through our fulfillment and technology solutions. We are fueling the future of retail, which means you are, too. When you work for Radial, you join a global community of changemakers, where the work is critical, and the culture is fun. We depend on our workforce to overcome real-world challenges every day and encourage you to carve your own career path while shaping our future together. We currently have an exciting opening for a Client Service Representative.Radial is the pre-eminent B2C eCommerce fulfillment solutions provider powering some of the world's best customer experiences, specializing in tailored, scalable eCommerce fulfillment solutions for mid-market and enterprise brands. Click Here to Learn More About RadialRole Summary:The Client Service Representative (CSR) will serve as a single point of contact for Radial clients. The CSR will serve as the single point of contact and manage day-to-day communications between assigned client groups and Radial for all fulfillment needs and will interact with clients and site leadership on a daily basis through email, phone calls, text messages, etc. as necessary.Responsibilities:Primary contact for customers related to all operational inquiries, reporting, KPI's, etc in support of the fulfillment Site Director.Assisting customers in resolving all questions and issues.Trouble resolution root cause both operational and systemic, with internal escalation & communication as required.Making sound business decisions and resolving escalated customer issues in a professional manner.Tracking, reporting and making suggestions regarding the current impact of policies and procedures on the customer experience. Communicate these points effectively to site leadershipProviding exceptional service by assisting customers via phone, email, chat, and text.Processing requests in customer service, escalation, and other queues correctly and efficiently.Managing projects with minimal supervision.Following up on status of issues forwarded to other Radial personnel to ensure that client's/customer's concerns are addressed promptly. Solve issues through research (system, in the operation, collaborating with customer and leadership, etc) as much as possibleAssisting with floor support.Maintaining a high level of customer knowledge (forecast, product, policies, procedures, promotions, etc).May be required to complete other duties as assigned.Qualifications:Experience in a warehouse settingStrong interpersonal and communication skills - within the company and with customersExperience with Warehouse Management Systems (WMS); reporting and troubleshooting.Knowledge of department processes and SOPsCollaborative approach and excellent problem-solving abilityStrong attention to detail and ability to meet deadlines Superior written and oral communication skills, coupled with technical acumenHigh School diploma or equivalent.Strong Microsoft Office Suite skills including Word, Excel, Outlook and Teams are requiredFlexibility to work a non-traditional schedule on a year-round basis including extended hoursMust be able to hear and understand verbal instructions Must possess capability to walk or stand for extended periods of time Must be able to lift up to 50 pounds to push or pull carts of up to 100 pounds Must be able to climb stairs, to bend, stoop, kneel and grasp products Travel:This position is not remote.Up to 5% travel may be required.Benefits:Opportunities to develop and explore career advancementCompetitive benefits package including medical, dental, vision, paid life insurance and disability, employer HSA fundingFamily planning coverage, including Fertility & Adoption benefits401K matching after 6 months with immediate vestingGenerous PTOEducational assistance and more!Radial is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any other group or class protected by applicable federal, state or local law.Radial is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by emailing We will work to assist disabled job seekers whose disability prevents them from being able to apply online.Want to join an organization with an inclusive work culture? No need to look any further. Apply now!Click Here for All Open Jobs at Radial Access this link to review our privacy notice: Radial, Inc. Privacy Notice for Candidates | Radial
Client Services Coordinator - Marketing
Posted 1 day ago
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Job Description
Job ID
229600
Posted
21-Jul-2025
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Administrative, Marketing, Sales Support
Location(s)
Indianapolis - Indiana - United States of America
**About the Role:**
As a Client Services Coordinator, you will be responsible for general administrative support to an office or group of sales professionals. This includes preparing proposals, presentations, and communications material and coordinating the distribution of internal and external marketing information.
**What You'll Do:**
+ Collect documentation to complete voucher forms and process Brokers commission payments.
+ Maintain CBRE brand client messaging inventory by applying templates to produce marketing materials.
+ Review marketing material and act as a point of contact for various groups to coordinate the completion of property information packages.
+ Coordinate the preparation and production of client specific property packages.
+ Coordinate sophisticated meetings and conferences.
+ Schedule appointments, maintain calendars, arrange travel plans and coordinate meeting room reservations.
+ Update and maintain various information databases.
+ Generate standard and ad hoc reports and assist with website updates.
+ Coordinate advertising schedules and placement with local centralized marketing group.
+ Explain detailed and/or complicated information. Comprehend instructions, short communications, and memos. Write routine reports and communications.
+ Respond to common questions or complaints.
+ Present information to a large group of employees.
**What You'll Need:**
To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
+ High school diploma.
+ 3+ years with providing administrative support to teams of professionals
+ 2+ years in the Real Estate industry preferred.
+ Ability to calculate figures such as percentages, discounts, and commissions and basic knowledge of financial terms and concepts with the ability to conduct basic financial analysis.
+ Strong problem solving, interpersonal and organizational skills.
+ Experience with Microsoft Office Suite required.
+ Ability to edit templates in Power Point and/or InDesign.
+ Strong marketing knowledge desirable.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
**Why CBRE?**
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.
**Our Values in Hiring**
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +1 (U.S.) and +1 (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
Sr Client Services Associate - REMOTE
Posted today
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Job DetailsThe stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus eligible.Optavise, a CNO Financial Group Company, is seeking a Senior Client Services Associate to manage both client and internal Optavise teams to deliver Optavise services. As the main Optavise contact for clients, brokers, and partnering vendors, Sr Client Services Associates build strong relationships with external stakeholders by managing high value project plans, maintaining regularly recurring meetings, aligning on near- and long-term client strategy, as well immediate operational deliverables.As a Senior Client Services Associate, your responsibilities will include:Own primary accountability for project deliverables and client satisfaction of Optavise service delivery for a book of clients.Create and manage project plans, including deliverables, tasks, milestones, resources, and timeline. Manage both client and internal teams to meet deliverables.Serve as the day-to-day contact for clients, responding to questions and ensuring completion of Optavise deliverables. Anticipate and prevent issues through proactive client expectation and workload management. Provide best practice guidance and consultative feedback to clients.Understand Statements of Work and ensure Optavise delivery aligns with the contract. Manage project scope and work closely with Account Manager when changes to project scope are required.Lead regular client and internal project team meetings for discovery, planning and project status purposes. Organize and manage client working sessions as needed to complete discovery and requirement gathering phases of a project or facilitate agreement on open issues.Direct internal cross-functional teams to achieve project deliverables. Serve as the primary escalation point for internal project teams on client services. Promote and facilitate communication to manage and resolve internal service expectations, updating all stakeholders of project timelines and deliverables.Serve as the initial point of contact from the Client for any escalations and/or service delivery problems. Engage appropriate internal resources to solve problems and maintain responsibility for communication to external stakeholders on resolution plan and timing.Monitor and report on KPIs to internal and external stakeholders.Partner closely with Account Manager to drive client satisfaction, retention, reference-ability, and identify opportunities for growth.The Senior Client Services Associate position is well-suited for you if you:Create and execute project plans to achieve project deliverables utilizing strong project management skills.Inspire confidence from both clients and internal teams on ability to deliver solutions by being action oriented.Deliver on multiple projects simultaneously and adapt quickly to changing or competing priorities.Build strong client and team relationships in a positive manner.Collaborate both with internal and client resources to identify problems and provide solutions.Hold yourself and others accountable to meet commitments.Show you are highly responsive, with excellent verbal, written, and in-person communication skills.Demonstrate good technical aptitude: ability to learn and proficiently use internal systems that support the role.Can travel, especially during the fourth calendar quarter of the year. Typically, less than 5%.What you'll need:Bachelor's Degree or 8 years of experience with client services/account management in the employee benefits HR domain.3 years of client services/account management experience in the employee benefits/HR domain OR 2 years of Optavise client services/account management experience.What will set you apart:CEBS and/or PMP5+ years of client services/account management experience in the employee benefits/HR domain, with a strong preference for benefits technology experience.3+ years of experience managing multiple simultaneous projects or clients.2+ years of experience managing cross functional, virtual project teams in a matrixed reporting environment.The Company offers the following benefits for this position, subject to applicable eligibility requirements:medical insurancedental insurancevision insurance401(k) retirement plan with company matchshort-term & long-term disability insurancePaid time-off and corporate holidays,paid parental leavecompany paid life insuranceClick on this link for additional information.CNO embraces flexibility and encourages you to work where you're most productive. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) have access to come into that office. Associates who live outside of a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) may perform this role full-time work from home (WFH) from any US based location, as long as you are willing to work central or eastern time zone hours. All associates may be asked to travel to varying corporate offices periodically. Work cannot be performed from outside of the United States.Optavise is a trusted benefits partner for business owners and human resources professionals who work hard to build and maintain a healthy, happy workforce.Through Optavise's cohesive suite of products and services, we guide employers and employees through their healthcare choices to help reduce costs and increase benefits engagement. We streamline administration for employers and educate employees about benefits and care options, making it easy for them to choose and use their benefits wisely. Optavise provides a first-of-its-kind benefits solution, including:Benefits administration technology for a streamlined enrollment processCustomizable selection of voluntary benefits that employees want and needYear-round benefits education, communications and advocacy to inform and empower employees to become better healthcare consumersExpert resources, helping employees maximize their benefits and make more informed choices for themselves and their family members. Our goal is to help people make good healthcare decisions. By simplifying administration and making benefits easier to understand, we help drive employee engagement and satisfaction, and save employers time and money.Optavise is the worksite marketing brand of CNO Financial Group. CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial decisions.We are financially strong and well positioned for continued growth, and we are grounded in our core values of Diversity, Equity & Inclusion (DE&I); Integrity, Customer Focus, Excellence, and Teamwork. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Philadelphia, Orlando and Milwaukee.At CNO Financial Group, we're always looking forward-to the security and stability we help create for our insurance brands' customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com.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, sex, gender, gender expression, 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 essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.CompensationPay Range: $5,700.00 - 98,500.00 AnnualWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, 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 essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
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Client Services Specialist - Indianapolis, IN
Posted today
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LaSalle Network is hiring for a Client Services Specialist to join a growing team in Indianapolis, IN. This position is ideal for professionals who thrive in fast-paced, process-driven environments and have a knack for keeping operations running smoothly. We're looking for someone who brings office experience, strong communication skills, and proven reliability. The team needs someone who can hit the ground running-interviews are happening soon! Client Services Specialist Responsibilities: Communicate professionally with clients via phone, email, and fax Perform accurate and timely data entry into internal systems Manage and organize office operations and document workflows Draft, format, and respond to email correspondence Utilize Microsoft Office tools for daily tasks and reporting Client Services Specialist Requirements: Prior office or administrative experience required Demonstrated job stability and career longevity in previous roles Proficiency in Microsoft Office (Word, Excel, Outlook) Strong organizational skills and attention to detail Available to work onsite in Indianapolis, IN, Monday through Friday, 7:30 a.m. - 4:30 p.m. or 8:00 a.m. - 4:30 p.m. Able to interview onsite This is an opportunity to grow quickly! If you're ready to get started and make an immediate impact, apply today. Angelika Kroczak Project Manager - Healthcare Revenue Cycle LaSalle NetworkLaSalle Network is an Equal Opportunity Employer m/f/d/v. LaSalle Network is the leading provider of direct hire and temporary staffing services. For over two decades, LaSalle has helped organizations hire faster and connect top talent with opportunities, from entry-level positions to the C-suite. With units specializing in Accounting and Finance, Administrative, Marketing, Technology, Supply chain, Healthcare Revenue Cycle, Call Center, Human Resources and Executive Search. LaSalle offers staffing and recruiting solutions to companies of all sizes and across all industries. LaSalle Network is the premier staffing and recruiting firm, earning over 100 culture, revenue and industry-based awards from major publications and having its company experts regularly contribute insights on retention strategies, hiring trends and hiring challenges, and more to national news outlets. LaSalle Network offers temporary Field Employees benefit plans including medical, dental and vision coverage. Family Medical Leave, Worker's compensation, Paid Leave and Sick Leave are also provided. View a full list of our benefits here: View a full list of our benefits here.
TRUST CLIENT SERVICES ASSOCIATE SR. - Indianapolis
Posted today
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As a Trust Client Services Associate Sr., your day will be filled with opportunities to provide assistance and direction to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations. Trust experience with strong communication skills is important while Stock Yards Bank will provide a professional environment to continually improve the candidate's skills and to further his/her career goals for advancement within the banking profession.ResponsibilitiesDaily responsibilities include, but are not limited to, the following:Respond to trust and investment questions, leveraging foundational knowledge of trust, investment and/or estate planning conceptsExercise independent judgment regarding account matters, such as client requests or questions, disbursement requests, determining appropriate documents needed and disbursing funds within limits of certain types of trusts.Effectively communicate with internal and external clients, verbally and in writingDraft client communications using knowledge and experience with trust, investment, and/or estate planning concepts.Expertly prepare presentations for existing clientsAnticipate client and Advisor needs in all situations; proactively identify problem areas, research problems and resolve issues.Maintain accounts from set up to closing, appropriately alerting Advisor of important changes and/or issues.Assist Advisors with required client annual reviews and clearing exceptions on accountsMaintain service standard activities, COI activities, and other required calling activitiesServe as client point of contact when Advisor is out of the officeProvide office coverage and support as neededPerform other duties as assignedJob RequirementsThe successful candidate will have the following qualifications:Proficient computer application skills in word processing and spreadsheets (Word, Excel)Bachelor's Degree2 years work experience in a Trust department or related fieldSelf-motivated and dependableAbility to quickly learn trust system and new technologyFoundational knowledge of investment, fiduciary, and estate planning conceptsIndependent decision making ability within limits set by the Wealth Management & Trust DepartmentExcellent communication skills, both written and verbal, with all levels of personnel and clientsExcellent grammar, spelling and business writing skillsExcellent problem solving skillsAbility to prioritize and organize heavy volumes of workAbility to function independently in a multi-task environment, as well as part of a teamAbility to maintain confidentialityMust be highly detail orientedProfessional appearance and demeanorBenefits401(k) with a company match of up to 6%ESOP employer matchMedical insuranceDental insuranceVision insuranceCancer / Disease insuranceAccident insuranceFlexible Spending AccountsHealth Savings AccountsHumana Go365 Wellness & Rewards ProgramBank paid Life / AD& D insuranceVoluntary Life / AD&D insuranceBank paid Short-Term and Long-Term Disability insuranceEmployee Stock Purchase PlanEmployee Assistance Program Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
US Seasonal Tax-Private Client Services Senior Manager

Posted 3 days ago
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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.
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