465 Customer Service Representatives jobs in Somerset

• Responsibilities:
• Manages incoming phone calls and emails
• Conducts comprehensive client intakes
• Ensures timely and accurate data entry of client information
• Maintains a tracking system of referrals and compliance
• Obtains physician signatures on documentation

• Requirements & Skills:
• High School Diploma or equivalent required
• Administrative experience preferred
• Attention to detail and compliance with HIPAA guidelines
• Demonstrate professionalism through verbal and written communications
• Proficient computer skills including Microsoft Office with the ability to learn and master department-specific software applications

• 401K Retirement Plan with company match
• Vacation and Paid Time Off
• Recognition Programs and Celebration Parties
• On-Site Fitness Center
• Plus More!

Job Overview:

• Manages a group of client service professionals within a part of a large market or region. Responsible for quality and service to client, ensuring client obtains maximum value from products and services.
Principle Accountabilities:
• Manages a staff of client service professionals, providing direction, professional guidance, and developmental opportunities.
• Oversee team workload distribution and proactively manages resource allocation to ensure optimal support across multiple clients.
• Works closely with clients to maximize the value of IQVIA services by translating client requirements into actionable plans and ensuring smooth execution throughout the delivery process.
• Serves as project leader between the client and IQVIA – translates client needs into action plans with the internal service team (i.e., determines responsibilities and periods and negotiates resources with internal departments).
• Supports the development, revision, and ongoing maintenance of client service agreements across business lines, ensuring alignment and consistency in service delivery.
• Leads client account teams to assess needs and communicate insights promptly to stakeholders. Conducts thorough assessments, gathers data from various departments, and accurately conveys information.
• Oversee the team responsible for conducting comprehensive training on IQVIA databases, products, and service protocols (such as report submission deadlines) as required.
• Collaborates with account management to inform pricing strategies by contributing insights and feedback on potential new and existing client opportunities.
• Collaborates cross-functionally to shape and enhance regional and local client service strategies, leveraging insights from client interactions and team performance.
• Establishes and enforces a client escalation process to ensure prompt and effective issue resolution by analysts, escalating as needed to management for timely outcomes and client satisfaction.
• Leads a team engaged in product testing and new solution development, ensuring client-centric innovation through rigorous evaluation, feedback integration, and cross-functional collaboration.
• Leads the recruitment and onboarding process for new analysts, including defining role requirements, participating in interviews, and ensuring smooth integration into the team’s workflows and culture.
• Contributes to and helps lead operational initiatives that enhance the creation of deliverables by streamlining internal processes, aligning resources, and integrating feedback from key stakeholders.

Minimum Education, Experience, & Specialized Knowledge Required:

• Bachelor’s degree or equivalent.
• Minimum of seven (7) years related experience in the service and/or information industry.
• Two (2) years’ experience as an IQVIA Client Service Rep preferred.
• Management experience.
• Pharmaceutical industry experience preferred.
• Three (3) to four (4) years of experience using IQVIA data and products preferred.
• Proficient in PC applications including:
• Microsoft PowerPoint
• Microsoft Excel
• Microsoft Teams
• Smartsheet (Preferred)
• Salesforce: (Preferred)
 

Additional Requirements:

• Business acumen (knowledge of the pharmaceutical industry, including the applications for IQVIA data).
• Change management/process analysis skills.
• Effective communication skills, including the ability to train, present and deal tactfully with clients.
• Project management experience in overseeing or contributing to complex, multi-discipline projects.
• Managerial skills, including a strong focus on team building.
• Knowledge of IQVIA databases preferred.

IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at 

IQVIA is proud to be 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, disability, status as a protected veteran, or any other status protected by applicable law.

Step into our legacy of serving working class families since 1951, providing life, accident, and supplemental health products to safeguard members of labor unions, credit unions, associations, and their beloved families. We are seeking representatives who can forge long-term relationships with clients, meeting them where they feel most comfortable: their homes, through the convenience of Zoom Virtual Calls.About us:•Proud Parent Company: Globe Life•Remarkable growth of over 20% last year, even during the pandemic, solidifying our status as an essential business.•Work Location: US/CanadaSuggested Qualifications:•Exhibit excellent communication skills, ensuring clear and effective client interactions.•Possess basic computer knowledge, allowing for seamless virtual engagement.•Showcase a strong work ethic, committing to delivering exceptional service.•Radiate an outgoing, fun, and energetic personality, leaving a positive and lasting impression.•Demonstrate exceptional time management skills, ensuring productive and efficient work.•Prior experience in leadership management is valued, offering opportunities for growth and advancement.Benefits:•Embrace the freedom of 100% remote work, allowing you to work from the comfort of your own home.•Enjoy the peace of mind that comes with weekly pay, based on a suggested schedule designed for success.•Unlock bonus structured contracts, recognizing your exceptional performance.•Prioritize your well-being with health insurance reimbursement, ensuring you're taken care of.•Secure your future with comprehensive life insurance coverage.•Delight in the flexibility of a personalized schedule, accommodating your individual needs.•Plan for retirement with confidence, as we offer a robust retirement plan.•Benefit from renewals, further rewarding your long-term commitment.All interviews will be conducted via Zoom, ensuring your safety and convenience. Join us in our commitment to protecting families and become part of our enduring legacy. Submit your application today and embark on a rewarding work-from-home opportunity!

As a Client Service Analyst, you will:Understand client objectives and respond to questions on business functionality and processes. Identify software defects and collaborate with Agile development teams to ensure appropriate and swift resolution. Be Client Service, Analyst, Accounting, Business Services, Investment, Client

A self-starter and problem solver to become part of a world-class support team, providing outstanding support to self-service accounting clients in our Insurance Segment. Investment accounting experience required. Why this role is important to us You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship - for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer - across all of our locations, products, and capabilities. Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for. What you will be responsible for As a Client Service Analyst, you will: Understand client objectives and respond to questions on business functionality and processes. Identify software defects and collaborate with Agile development teams to ensure appropriate and swift resolution. Be the voice of the client, advocate on their behalf for both defect resolution and enhancement requests. Ensure frequent touchpoints with clients to promote a productive, professional relationship while proactively assessing, clarifying, and validating customer needs. Learn and continuously expand your knowledge of the PAM for Investments software. Who we are looking for A self-starter and problem solver to become part of a world-class support team, providing outstanding support to self-service accounting clients in our Insurance Segment. Investment accounting experience required. Why this role is important to us You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship - for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer - across all of our locations, products, and capabilities. Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for. What you will be responsible for As a Client Service Analyst, you will: Understand client objectives and respond to questions on business functionality and processes. Identify software defects and collaborate with Agile development teams to ensure appropriate and swift resolution. Be the voice of the client, advocate on their behalf for both defect resolution and enhancement requests. Ensure frequent touchpoints with clients to promote a productive, professional relationship while proactively assessing, clarifying, and validating customer needs. Learn and continuously expand your knowledge of the PAM for Investments software. What we value These skills will help you succeed in this role: Problem solving Communication skills Knowledge of investment accounting, preferably in the Insurance industry PAM for Investments experience preferred but not required Education & Preferred Qualifications Bachelor's degree in accounting or finance 3-5 years Investment accounting experience Client Service experience preferred Experience with PAM for Investments or other accounting software preferred Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfill all of them when applying. If you like change and innovation, seek to see the bigger picture, make data-driven decisions, and are a good team player, you could be a great fit. About State Street What we do. State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance, and savings plans among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity, and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences, and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity, and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs, and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Salary Range: $90,000 - $42,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Salary Minimum: 90,000 Salary Maximum: 142,500 #J-18808-Ljbffr

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.

We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.

• You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

• You will have the flexibility to manage your days in support of our commitment to work/life balance

• You will join a culture that has received multiple top "Places to Work" awards

  • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions

  • We understand that embracing our differences is what unites us as a team and strengthens our foundation

  • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

• Review of tax projections, tax workpapers and tax returns. Specifically, Federal and State Individual and Fiduciary tax returns.

• Oversee and manage the tax return process including identification and resolution of tax issues

• Experience with corporation and partnership accounting and tax concepts

• Mentor, train and manage staff accountants to meet deadline and prioritize workload

• Effectively manage multiple tax engagements in a team environment, and also work independently. Identify potential opportunities for new and/or expanded client services

• Ability to lead and manage engagements, including budgeting, billing and engagement economics

• Highly proactive approach to serving clients

• Bachelor's degree in Accounting or equivalent field is required

• Public accounting experience

• CPA

• 10 + years work experience in tax compliance, specialization in individual, fiduciary, estate and gift taxation

• Master's degree in tax or equivalent field preferred

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way.

A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs.

Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

Should you need any accommodations to complete this application please email:

#LI-JB1

For NYC and California, the expected salary range for this position is between

and

The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Essential Functions and Primary Duties

• Expand revenue of existing clients
• Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
• Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
• May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
• Serve as key client contact; viewed as a trusted business advisor by clients
• Ensure quality control standards are met
• May work directly with clients and manage staff
• Maybe the internal advisor on technical matters as a Subject Matter Expert
• Maybe a member of the Senior Operations Management Team
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

• Master's degree preferred in Accounting, Taxation or related field preferred

• Bachelor's degree required
• 8 years of experience in public accounting or related field
• 6 years of supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proven high level of business integrity, client service and leadership skills
• Must be able to travel based on client and business needs

• Recording and auditing patient records with invoices to ensure accuracy.
• Verify charges on open invoices of hospitalized patients, make corrections as necessary.
• Maintain up to date in-patient billing. Update daily and review bills for accuracy.
• Prepare invoices for discharge
• Provide clients with billing updates
• Educate other hospital staff regarding charge entry & payment protocols.
• Complete, finalize, discount employee pet invoices. Follow up for payment.
• Contact clients with outstanding balances and assist with any financial concerns.
• Ensure appropriate estimates/deposits have been received and clients have been informed of the expectations of hospital payment policies.
• Handle collection of accounts receivable including maintenance of payment plans.
• Keep up to date account receivable balances. Perform collection calls, mail letters and send unpaid/past due accounts to collection attorney. Follow up on status with same
• Serve as liaison to credit providers, collection agencies and any donation/rescue organizations.
• Complete, finalize, all invoices. Submit for payment and sign purchase orders, when applicable, as required for payment.
• Coordinate and manage the pickup and delivery with the Crematorium to ensure accuracy and efficiency Audit vendor invoices to GSVS.
• Responsible for ensuring product codes and fees are up to date based on Veritas fee schedule.
• Recognize and adjust inappropriate fees after consulting with the hospital director as needed.
• Processing and submitting insurance claim requests for client invoices
• Review and follow-up to organize and collect payment, communicate with client regarding wishes.
• Prepare shipments to external laboratories, maintain shipment logs and ensure appropriate billing to client.
• Oversee shipping accounts and external lab accounts for billing and timely payment of invoices. Maintain log/tracking. Audit invoices from these labs, shipping companies and other vendors.
• Ensure that appropriate records are received from the primary veterinarian or other veterinarians that have seen the patient prior to the scheduled appointment.
• Act as point person for monitoring and follow through on all general hospital email accounts incoming emails, including medical records, client requests and any other emails. Handle emails with the confidentiality they require according to GSVS policies.
• Maintaining a professional, cheerful, and helpful attitude when interacting with clients.
• Medical records duties include receiving and distributing/scanning faxes and emails in a timely manner, documenting all client conversations in electronic medical record, scanning and linking of medical records as received, etc.
• Responsible for monitoring contents of container for records shredding and oversee it's pick up.

• Veterinary hospital experience required
• Billing experience preferred
• Commitment to develop long-term relationships with colleagues, clients, and our community
• Positive outlook and friendly, team-orientated attitude
• Excellent communication and organizational skills
• The ability to deliver exceptional client service
• Honesty, integrity, and a desire to learn and have fun!

• Competitive salary based on your level of experience
• Health, dental, and vision insurance, with HSA option- some plans paid 100%
• Maternity/Paternity leave
• Retirement Plan - 401K with employer match
• Licensing fees paid for credentialed technicians
• Employee Referral Bonus
• Paid Time off
• Mental health support with Talkspace
• Uniforms provided
• Pet discounts for medical care
• Full Time credentialed technicians eligible for Sign On Bonus