630 Customer Service Representatives jobs in Peabody

Join our Stevie Award Winning Team at HUB International! When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 14,000 professionals in 500 offices across North America. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. We currently have an opportunity for a Client Services Associate.

The selected employee will be responsible for supporting Account Managers on all aspects of client service, marketing, and renewal of commercial insurance accounts in accordance with HUB's best practices, policies and standard procedures of the Company.

• Works closely with Account Managers and Client Executives/Producers on pre-renewal processes, in capturing pre-renewal information and assembling complete renewal submissions.
• Completing pre-work for Critical Path and participates in strategy meetings for high level view of client accounts and learning skills needed for successful account management.
• Collaborates with Account Management Team on service strategies, aligning client's business needs and ensuring insurance objectives are met with highest service standards.
• Updates and maintains agency management systems when and where necessary as per HUB service workflow procedures; policy checking for accuracy on all renewal, endorsement, audit, cancellation transactions and to update/input true policy and form details in agency management system.
• Creates summaries of insurance on existing client accounts and templates for new and renewal business by excerpt of quoted coverages, exclusions and endorsement terms offered by carrier.
• Obtain loss run data from carriers and assisting with developing and maintenance of loss analysis worksheets.
• Client services may also include updating Acord applications and exposure schedules, preparing MA RMV forms needed for vehicle registration transactions, issuing evidence of property and certificates of liability from master templates, and monitoring emails for account management team.
• Maintain various internal resources, staying apprised on industry news, trends, and trade publications for growth opportunities and to gain competitive edge for offering top tier HUB agency services.
• Conducts business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
• Other responsibilities as assigned by Manager/Team Leader.

• Related insurance support experience.
• Producer's license or ability to obtain license within six months of hire.
• Proficiency with Microsoft Office and automated agency management systems.
• Excellent customer service and communication skills.
• Ability to prioritize workload and execute tasks with focused attention to detail and sense of urgency.
• Ability to problem solve and communicate outcomes to stakeholders.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
• Department Account Management & Service Required Experience: 1-2 years of relevant experience
• Required Travel: Negligible
• Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team at This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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This range is provided by The Hollister Group. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

$60,000.00/yr - $5,000.00/yr

Direct message the job poster from The Hollister Group

Client Service Administrator

A growing and dynamic financial services organization is seeking aClient Service Administrator to join its operations team. This role is ideal for a motivated and detail-oriented professional who thrives in a fast-paced, client-focused environment. Based in Waltham, MA, this position offers the opportunity to support financial planning activities, ensure administrative excellence, and contribute to a high-performing team.

Responsibilities

• Prepare and manage financial account opening paperwork and updates for new and existing clients
• Ensure compliance with FINRA and broker-dealer documentation standards
• Maintain and update client information in the CRM database
• Provide client support for service requests (e.g., beneficiary changes, address updates, password resets, and tax document requests)
• Process financial transactions such as distributions, bank linking, and RMD coordination
• Manage incoming and outgoing communications, correspondence, and documentation
• Handle daily deposit activities, including receiving, recording, and depositing client funds
• Support general office operations and administrative tasks

Qualifications

• 13 years of experience in a financial services or operations support role
• Interest in pursuing industry licenses (e.g., Series 6, 7, 66)
• Strong written and verbal communication skills
• Detail- and process-oriented with a high degree of accuracy
• Technologically proficient; comfortable working with software platforms and data tools
• High standards of integrity, confidentiality, and professionalism
• Proficiency with Microsoft Office Suite and CRM systems preferred

Our Commitment to Inclusion & Belonging

The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position.

• Seniority level Associate

• Employment type Full-time

• Job function Finance

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Massachusetts, United States 52,800.00- 63,000.00 8 months ago

Massachusetts, United States 40,000.00- 52,300.00 5 hours ago

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Boston, MA 55,000.00- 65,000.00 12 hours ago

Boston, MA 55,000.00- 65,000.00 2 weeks ago

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RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our Client Service, Associate, Client, Retail

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.

Job Description:

The Opportunity:

Client Services Specialists (CSS) play a key role in providing service excellence by acting as a primary point of contact for small group employer clients and brokers. You will take ownership of client inquiries and see each through to resolution.

* Research inbound requests in a timely manner to establish positive client relationships.
* Conduct outbound follow up and engage internal departments, when needed, to fully resolve complex and/or escalated service requests.
* Build strong working relationships to address and support client needs.

Newer CSS team members primarily handle inbound calls, but with experience and coaching, can transition to email and web chat inquiries.

Joining our team as a CSS will help you build foundational knowledge in group insurance that can be applied to future growth opportunities within Sun Life.

How you will contribute:

* Strong problem-solving skills to resolve client inquiries.
* Your ability to multi-task and work across various technology platforms.
* A desire to continuously learn and adapt to evolving client needs.
* A commitment to develop and leverage organizational relationships to better serve our clients.
* Ability to work with a diverse range of people
* Adherence to contact center and metric expectations
* Availability to work overtime as needed
* Ability to work flexible shifts with start times between 8AM EST-11:30AM EST

What you will bring with you:
* Excellent verbal and written communication skills.
* Client-focused mindset and an empathetic approach toward others.
* 1+ years of customer service or call center experience

Salary Range: $47,100 - $63,600

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Category:

Posting End Date:

Responsibilities include :

• Profiles new and existing customers to better serve their financial needs; informs and advises customers of appropriate bank products / services that will make their life easier, save them time, or save them money.
• Provides exceptional customer service by standing to welcome the customer, using the customers name, taking responsibility for the customer, thanking the customer by name and exceeding the customers expectations.
• Prepares and compiles new customer information in accordance with the banks CIP and know your Customer policies.
• Opens new accounts; ensures completeness and accuracy of documentation including scanning into the system, and timely follow up on missing or incomplete documents.
• Successfully completes Account / File Maintenance with proper documentation.
• Helps customers with items such as Stop Payments, Debit Card Orders / Reorders, Debit Card Disputes, IRAs, Heath Savings Accounts, Wire Transfers, Directo-a-Mexico, Online Banking and Mobile Banking.
• Takes initiative to answer customer phone calls / email, takes ownership of their issue, takes proper steps to resolve their issue and provides the customer with appropriate feedback in a timely manner.
• Promptly responds to customers inquiries and requests regarding account and suggests resolutions for account disputes and other account activity.
• Continues to build relationships with current customers to maintain goodwill and gain additional business.
• Actively participates in meeting retail branch goals and events.
• Professionally makes quality referrals to other areas of the bank and bank partners such as Commercial Lending, Consumer Lending, Treasury Management, Merchant Services, or the Mortgage Partner in your area, etc.
• Works professionally with, and generates goodwill between the retail banking department and other internal departments.
• Generates new business to assist in meeting established profitability goals.
• Performs all customer transactions and inputs them into the computer system in accordance with established procedures. Cashes checks, receives cash for deposit, verifies amounts, verifies customer balances and examines checks for appropriate signatures and endorsements.
• Places holds on accounts for uncollected funds in accordance with regulations.
• Monitors customer account activity and transactions in order to identify possible fraud.
• Balances currency, coin, and checks in cash drawer at end of shift in comparison to computer totals. Maintains appropriate cash levels in teller drawer in accordance with the security policy. Complies with the Teller Over and Short Procedure.
• Processes savings bonds, branch capture, cashier's checks, and other items based on branch.
• Allows customers access to safe deposit boxes following specified procedures.
• Assists tellers with balancing daily transactions.
• May assist in balancing vault.
• Actively participates in daily branch Daily Plan Its and weekly branch meetings.
• Completes required training within prescribed deadlines to develop an understanding of banking industry and banking regulations and job skills.
• Protects and safeguards customer information and bank property.
• Adheres to all bank and regulatory requirements and participates in required training.
• Actively participates in local community and bank sponsored events.
• Other duties as assigned.

EXPERIENCE

SKILLS AND ABILITIES REQUIRE

SALARY AND EMPLOYMENT

HOW TO SUBMIT A RESUME

Qualified candidates, please send your resume in either Microsoft Word or Adobe PDF to :

Given candidate interest in this position, we may only be able to contact qualified candidates. Thank you in advance for understanding if we do not contact you.

Equal Employment Opportunity Statement : Triumph Bancorp, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws.

ABOUT TBK Bank, SSB

TBK Bank, SSB, a subsidiary of Triumph Bancorp, Inc. (Nasdaq : TBK), is a Texas-state savings bank headquartered in Dallas, Texas that offers consumer and commercial banking products from our 61 branches throughout Iowa, Illinois, Colorado, Kansas, New Mexico, and Texas. We also serve a national client base through our Triumph Commercial Finance division, which offers factoring, equipment lending, asset based lending, and premium finance solutions for independent insurance agents. We offer discount factoring through our Advance Business Capital LLC, d / b / a Triumph Business Capital subsidiary and insurance through our Triumph Insurance Group, Inc. subsidiary.

Compensation Range

Hourly : $16.06 - $22.01

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

We're looking for passionate, proactive individuals who are eager to collaborate, solve problems creatively, and take pride in providing outstanding client support. If you're someone who values teamwork, is motivated by challenges, and takes ownershi Client Service, Client Support, Business Services, Staffing

Location: Downtown Boston - Tremont Street

Department: Climate Equity and Impact

The Climate Equity & Impact team is hiring! If you are detail-oriented, passionate about community development, and possess the skills to excel in this role, we invite you to join our team at ABCD. Make a meaningful impact and be part of a legacy that shapes positive change in Greater Boston.

• Transfer new applications into the database.
• Connect clients and make referrals to appropriate agencies or programs.
• Maintain and update application records in the database.
• Run queries and generate reports as requested.
• Engage with the LEAN Single Family Website, including:
• Live chat functions engagement with clients.
• Update case studies for website and public dissemination.
• Lead origination, outreach, and outbound marketing calls.
• Monitor Google Analytics dashboard.
• Communicate with applicants and potential applicants:
• Field phone calls and inquiries.
• Notify applicants when applications are received, approved, or denied.
• Request additional information and affordability documentation as needed.
• Perform past service checks on new applications.
• Coordinate statewide outreach efforts in Lead Vendor capacity.
• Communicate with vendors and utilities as necessary.
• Track client progress through the marketing lifecycle.
• Coordinate follow-up and completion of client referrals.
• Review affordability and income documentation.
• Maintain electronic and paper files.
• Coordinate with the Program Director on all activities.
• Perform other related duties as assigned.

• High school diploma/GED or equivalent, with up to 12 months of work experience.
• Experience in energy efficiency and/or multi-family low-income housing preferred.
• Experience in grant program management and/or customer service is a plus.
• Proficiency with Microsoft Access, Excel, or similar databases and spreadsheets.
• Good communication skills via phone and email.
• Flexibility, initiative, and teamwork skills.
• Ability to interact effectively with diverse backgrounds.
• Bilingual skills are preferred.

• Make a difference in the community.
• Inclusive environment valuing diversity.
• Opportunities for training and development.
• Competitive benefits including health coverage and retirement plans.
• Join a legacy of over 50 years of community impact.
• Work with a passionate team dedicated to combating poverty.

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Other
• Industry: Non-profit Organization Management

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Reporting to the Director of Sales, this is a key role in overseeing and maintaining the requirements of client interaction to provide and exceed the standard of service expected by the client from Assured Testing Laboratories, LLC in a professional manner with the company ethos of excellence in service and integrity in science at the forefront always.

High School Diploma or one year industry related experience

• Assist in the onboarding process for the new clients and provide to them a comprehensive walkthrough of the sample submission process.
• Organize and coordinate sample pick-ups with clients to ensure timely delivery of samples to the lab using our transport partners.
• Advise clients on navigating LIMS platform and regulatory compliance platforms (i.e Confident LIMS and Metrc).
• Assist in the weekly interaction with client Accounts Payable points of contact to request prompt payment of invoices and to serve as point of contact for inquiries regarding invoice inquiries.
• Will assist the sales director in various other sales and marketing tasks as they become necessary

• Compile and upload results via CSV to Metrc when required.
• Collaborate with quality control (QC) on Certificates of Analysis (CoAs) to verify accuracy and consistency with client product specifications.
• Report sample analysis results to clients in a clear, timely, and professional manner.
• Ensure all CoAs and data presentations (such as csv files) comply with regulatory requirements.
• Ensure all client data is maintaining in a comprehensive and up-to-date fashion in the company's nutshell CRM.

We're looking for passionate, proactive individuals who are eager to collaborate, solve problems creatively, and take pride in providing outstanding client support. If you're someone who values teamwork, is motivated by challenges, and takes ownership of your work, we invite you to join our Global Client Service Team as a Client Service Representative (CSR). What You'll Do: As a CSR, you'll play a key role in supporting and servicing