Mgr. Client Services

33603 Tampa, Florida Sedgwick

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By joining Sedgwick, you'll be part of something truly meaningful. It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there's no limit to what you can achieve.
Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies
Certified as a Great Place to Work®
Fortune Best Workplaces in Financial Services & Insurance
Mgr. Client Services
**PRIMARY PURPOSE** : To manage accounts of multiple client service programs or single large national program; to maintain client, client broker and key vendor relationships; and to manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention.
**ESSENTIAL FUNCTIONS and RESPONSIBILITIES**
+ Performs client renewal and Client Service Instruction preparation for assigned clients.
+ Coordinates pricing and completes location coding parameters; prepares and distributes stewardship and other reports.
+ Coordinates client invoicing, audits and accounts receivable follow-up for assigned clients.
+ Educates the client on loss data - drivers of cost impacting assigned programs.
+ Coordinate project activity. Acts as primary client contact with focus on maintaining and improving overall customer satisfaction.
+ Identifies issues that impact customer satisfaction. Identifies and solicits cross selling opportunities.
+ Coordinates client contracts.
**ADDITIONAL FUNCTIONS and RESPONSIBILITIES**
+ Performs other duties as assigned.
+ Supports the organization's quality program(s).
+ Travel as required.
**SUPERVISORY RESPONSIBILITIES**
+ Administers company personnel policies in all areas and follows company staffing standards and training recommendations.
+ Interviews, hires and establishes colleague performance development plans; conducts colleague performance discussions.
+ Provides support, guidance, leadership and motivation to promote maximum performance.
**QUALIFICATIONS**
**Education & Licensing**
Bachelor's degree from an accredited college or university preferred. Colleague to pursue CPCU, AIC and/or ARM or other related designation required.
**Experience**
Eight (8) years of related experience or equivalent combination of experience and education required to include three (3) years as an Account Representative **OR** five (5) years adjuster experience including one (1) year in a supervisory capacity.
**Skills & Knowledge**
+ Strong understanding in one of the following areas: workers compensation, liability and disability claims management
+ Strong understanding of client location coding parameters, banking methodology, and claims operating systems
+ Excellent oral and written communication, including presentation skills
+ PC literate, including Microsoft Office products
+ Analytical and interpretive skills
+ Strong organizational skills
+ Excellent interpersonal skills
+ Excellent negotiation and facilitation skills
+ Ability to work in a team environment
+ Ability to handle conflict and confront challenging issues in a fast work environment
+ Ability to meet or exceed Performance Competencies
**WORK ENVIRONMENT**
When applicable and appropriate, consideration will be given to reasonable accommodations.
**Mental:** Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines
**Physical:** Computer keyboarding, travel as required
**Auditory/Visual:** Hearing, vision and talking
The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.
Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.
**If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.**
**Sedgwick is the world's leading risk and claims administration partner, which helps clients thrive by navigating the unexpected. The company's expertise, combined with the most advanced AI-enabled technology available, sets the standard for solutions in claims administration, loss adjusting, benefits administration, and product recall. With over 33,000 colleagues and 10,000 clients across 80 countries, Sedgwick provides unmatched perspective, caring that counts, and solutions for the rapidly changing and complex risk landscape. For more, see** **sedgwick.com**
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CLIENT SERVICES COORDINATOR

33646 Tampa, Florida FirstLight Home Care

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Description:
***Our office is fast-growing: This role is set to develop into senior office team in near future with increased pay and benefits***

FirstLight Home Care is a leading family-owned franchise providing services in North Tampa Bay area and East/West Pasco. Seeking experienced CLIENT SERVICES COORDINATOR for our North Tampa Office. We are part of national leading non-medical home care organization with nationwide offices in 40 states serving more than 7,000 clients with dedicated staff of more than 7,500. Our mission: Extraordinary People, Exceptional Care!
SALARY/BENEFITS: Pay Range: $16.00 - $8.00 per hour plus 2,400 to 4,560 annual bonus on office performance and on-call afterhours total compensation to 35,680 to 42,000/annually. Monthly bonus on-call rotation 2 weeks out the month and Performance Bonus! Paid Vacation, Paid Holidays, Excellent work-life balance /hybrid work from home and office options.

LOCATION: North Tampa/Wesley Chapel Office.
SCHEDULE: Mon to Fri 8:30am to 4:30pm, after-hours on-call rotation support.
SUMMARY: Ideal Candidate will have minimum one-year prior experience to include home care scheduling/and or client care coordination with in-take/in-home client visitation with excellent communication and problem-solving skills preferred. The CLIENT SERVICES COORDINATOR works closely with Office Administrator and team is responsible for overseeing the client/ caregiver scheduling process and associated coordination. The ideal candidate has terrific phone and computer skills, maintains positive attitude, partners with team, can anticipate needs and maintains excellent problem-solving skills for FirstLight Home care clients and caregivers.

ESSENTIAL DUTIES INCLUDE:
•Understands and adhere to established FirstLight Home Care policies and procedures
•Uses Clearcare system to schedule client care service visits according to care plans and caregiver availability
•Maintains proper staffing levels to ensure coverage for all clients while assisting office team with caregiver
recruiting outreach and support on-site orientation.
•Verifies daily visits data for client schedules and finalizes visits in ClearCare online program.
•Completes in-take on prospects/new client in-bound calls, coordinates services with FirstLight provider partners,
clients, and caregivers.
•Discern client services required as outlined in agreements, urgent requests, and swift changes.
•Maintain caregiver and client files/and database to include employee assessments, dates and reminders of
caregiver certification, client admission, appointments, and discharge
•Perform general office duties including correspondence, files, mailings, back up PPE Kits, etc.
•Rotating weekly On-call (shared with office Team) after hours and weekends to manage emergencies, scheduling
issues and client referrals/intakes etc.
•Partner with Administrator on counseling, quality care improvements, caregiver orientation
•Stay current with changing technology, including software programs
•Uphold, support, and promote all company policies and procedures

ESSENTIAL SKILLS & PERSONALITY MATCH FOR SUCCESS IN THIS ROLE:
•English and Spanish Speaking Preferred.
•Problem solving skills/Self-sufficient/Take-initiative and provide options.
•Independent working skills/self-managing skills/reliable and upholds good character/ethics.
•Great communication, written & verbally
•Must possess sound judgment and critical thinking skills, ability to self-initiate
•Teamwork and customer service oriented
•Must be able to manage multiple details, tasks and decision-making abilities under busy and stressful working
conditions
•Adhere to all HIPAA privacy regulations
•Computer skills required including but not limited to MS Office, MS Excel and current knowledge in Home Care
scheduling program.

FIRSTLIGHT HOME CARE OFFERS GREAT WORKING SUPPORT, EXCELLENT TEAMWORK, POSITIVE WORK-LIFE BALANCE, COMPETITIVE PAY, PAID VACATION, SICK TIME, ONGOING TRAINING & CAREER DEVELOPMENT PLUS OTHER BENEFITS: PERFORMANCE BONUS AND MORE.

Requirements:
QUALIFICATIONS
•MUST have 1 - 2 years minimum experience as Client Care Service Coordination/Scheduling
•Problem solving skills
•Independent working skills
•Good communication, written & verbally
•Must possess sound judgment and critical thinking skills, ability to self-initiate
•Team and customer service oriented
•Must be able to manage multiple details, tasks, and decision-making abilities in a fast-paced environment
•Adhere to all HIPAA privacy regulations
•MUST BE computer efficient including but not limited to MS Office, MS Excel
* Spanish-English written and spoken preferred but not required.
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Client Services Specialist

33646 Tampa, Florida Fintech

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Join Fintech in Tampa as a Client Services Specialist!The Client Services Specialist position ensures a successful implementation of retailer and distributor relationships. The position encompasses a unique combination of customer support, problem solving, financial operations support, technical assistance and other functions key to our Company's philosophy of providing excellent customer service. The Client Services Specialist serves as the primary customer contact through the implementation process. Client Services Specialists proactively manage customer relationships by keeping the customer abreast of the status of their setup and any issues, providing suggestions based on best practices and ensuring customers are trained and prepared for the agreed upon effective date of their relationship.Essential Functions:Ensure all customer calls and email requests are responded to appropriately and on a timely basisPerform timely maintenance on customer accounts as part of setup processGenerate new revenue from existing customers through upselling and cross-selling of other Fintech products and services.Create and maintain customer locations and relationships in the Fintech databasesObtain and evaluate all relevant information to handle product and service inquiriesMaintain knowledge of Fintech policies, products, services and internal proceduresEducate customers on Fintech website and processesMaintain professional skills to ensure customer satisfactionFormulate recommendations for system enhancements and process improvements to increase efficiencies with customer support department and customer end user experience.Assist with updating SOPs and creating training documentation for internal and external useKeep management apprised of critical customer situationsPromote positive interactions with all Fintech business unitsQualifications:Minimum three years customer service experienceExcellent Interpersonal SkillsExcellent Verbal and written communication skillsPeople-oriented and customer focusedProblem analysis and problem solving abilityShares solution knowledgeStrategic thinking abilityDetail orientedExceptional organizational skills and the ability to prioritize assignmentsAbility to produce results quickly and accuratelyMotivated, independent, able to work under pressure to meet deadlinesMust be fluent Windows user with a basic understanding of database operationProficient in a number of different software applications (i.e. Word, Excel, PowerPoint ,Outlook)Project Management and ACH processing a plusExperience in helpdesk or ticketing system a plusOur Benefits:Hybrid WorkEmployer Matched 401KCompany Paid Medical Insurance Option for Employee and Dependent ChildrenCompany Paid Dental Insurance for EmployeeCompany Paid Vision Insurance for EmployeeCompany Paid Long and Short-Term DisabilityCompany Paid Life and AD&D Insurance18 Paid Vacation Days a YearSix Paid HolidaysEmployee Recognition ProgramsCommunity Outreach OpportunitiesBusiness Casual Dress CodeAbout Fintech:Fintech, a pioneering accounts payable (AP) automation solutions provider, has dedicated nearly 35 years to automating invoice processing between retail and hospitality businesses, and their supply chain partners. Backed by leading investors TA Associates and General Atlantic, it stands as a leader in this sector. Its flagship product, PaymentSource®, was first built for the alcohol industry to provide invoice payment automation between alcohol distributors and their customers across all 50 states. Today, it is utilized by over 267,000 businesses nationwide for invoice payment and collection associated with all B2B business transactions. This proven platform automates invoice payment, streamlines payment collection, and facilitates comprehensive data capture for over 1.1 million business relationships. Recognizing operational hurdles, Fintech expanded its payment capabilities to include scan-based trading/consignment selling for its vendors and retailers and built an advanced CRM tool with functionality to fortify vendor, supplier, and distributor field execution, addressing diverse profit center challenges. For more information about Fintech and its range of solutions, please visit is a Drug-Free Workplace. Fintech is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Fintech's management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment. We E-Verify. Equal Opportunity Employer 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.

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Client Services Associate

33646 Tampa, Florida Care Options For Kids

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Care Options for Kids connects leading pediatric specialists with families to providebest-in-class pediatric nursing, therapy, and school-based services. We seamlessly integrate into children's lives by bringing individualized care to children where they live, work, and play. Our pediatric specialists are committed to providing high-quality pediatric services that help children and families live their best lives. We empower our community of clinicians to meet children where they are by providing the support and resources necessary to decrease administrative burdens. This focus allows our clinicians to obtain optimal work-life balance. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Position Types Available: Full-Time, In Office Client Service Associate responsibilities include: Coordinates and schedules referrals for new and existing home care services. Provides continuity of care in coordinating referrals. Communicates to each caregiver all pertinent information regarding client care. Keeps caregiver calendars and client information accurate and current. Communicates to the departmental Director all pertinent information regarding client/caregiver issues. Routinely interact with personnel such as clients, family members, and care managers to facilitate home care services. Comprehensive Ability to: Exhibit an eagerness to work in a team-based environment, while taking independent responsibility for all referrals received. Accept changes in duties or new assignments with a positive attitude in a fast-paced environment. Work with a sense of urgency while maintaining a high level of detail. Use language that consistently reflects a thorough understanding of the home care industry. Qualifications: High School Diploma or GED required; college degree is preferred. Previous experience in recruiting, scheduling, or sales preferred. Strong computer skills with proficient knowledge of Microsoft Word, Outlook, and Excel required. Must possess strong interpersonal and customer service skills. Must be able to solve complex problems and function effectively in a fast-paced work environment. Ability to read, write and communicate in English. Bilingual (Spanish/English) preferred. What we Offer: A supportive and collaborative work environment. Opportunity to Join a Rapidly Growing, Fast-Paced Organization! Comprehensive benefits package, including health, dental, and vision insurance. Generous Paid Time Off 401K A chance to make a meaningful impact in the lives of children and families. Annual Salary Range: Full-Time, In Office: $22 to $25/hr Quarterly bonuses *Compensation dependent on experience. Location: Tampa, FL If you are the best at what you do, and are ready to work with an innovative, positive and supportive organization, please contact us today. Care Options For Kids is an equal opportunity employer. The Equal Employment Opportunity Policy of Care Options For Kids is to provide a fair and equal employment

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Client Services Associate

33747 St. Petersburg, Florida Catalent Pharma Solutions

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**Client Services Associate**
**Position Summary**
Catalent, Inc. is a leading global contract development and manufacturing organization (CDMO) whose mission is to develop, manufacture, and supply products that help people live better and healthier lives. Catalent is dedicated to delivering unparalleled service to pharma, biotech, and consumer health customers, supporting product development, launch, and full life-cycle supply. With time-tested experience in development sciences, delivery technologies, and multi-modality manufacturing, Catalent supports the acceleration of development programs and the launch of more than a hundred new products every year. Powered by thousands of scientists and technicians and the latest technology platforms at more than 40 global sites, Catalent supplies billions of doses of life-enhancing and life-saving treatments for patients annually.
St. Petersburg is our primary softgel development and manufacturing facility in North America with a capacity of 18 billion capsules per year. The featured RP Scherer softgel technology is a proven oral drug delivery solution to enhance bioavailability of poorly soluble Rx and OTC drug candidates. Non-gelatin based OptiShell® and Vegicaps® capsules expand the range of molecules into softgel, ideal for challenging fill formulation. Within the Catalent network, we offer a broad range of integrated formulation.
The Client Services Associate is responsible for ensuring the successful and timely coordination, planning, scheduling and completion of customer orders. The Client Services Associate will act as the key contact and liaison to manage pre-assigned customer accounts ensuring customer satisfaction by effectively communicating and helping to meet the customer's requirements.
Regular working hours: Monday -Friday, 8:00 AM-4:30 PM or 8:30 AM-5:00 PM with a 30-minute unpaid lunch
This position is 100% on-site at the St. Petersburg site.
Catalent is committed to a Patient First culture through excellence in quality and compliance, and to the safety of every patient, consumer and Catalent employee.
**The Role**
+ Act as primary customer/site contact for assigned accounts
+ Work with Sales as site specialist to help opportunity business become firm
+ Communicate schedules, issues and proactive updates
+ Interacts with internal personnel as customer's advocate, proactively managing problems, driving decisions.
+ Responsible for working with customer on customer supplied components,
+ customer supplied information and obsolete inventory. Works internally to
+ ensure customer owned API is forecasted and delivered on time, escalates to the customer if potential issues. Communications and/or negotiates start and promise dates.
+ Accurately enters Customer's order into JDE within 24 hours of receiving the order
+ Responsible for updating customers monthly forecasts into planning spreadsheet and firm commitments
+ Perform other duties as assigned.
**The Candidate**
+ Bachelor's degree in business management or Sales and Marketing or related field is required.
+ 3+ years customer service, sales or project coordination experience is preferred.
+ Must possess and demonstrate motivational and leadership qualities, along with excellent verbal, written, and interpersonal communication skills.
+ Must exhibit strong problem-solving and analytical abilities, be well-organized, detail-focused, and capable of multitasking while prioritizing workloads under pressure.
+ Must effectively interact with diverse individuals and personalities across departments and demonstrate proficiency in computer literacy, including MS Office, spreadsheets, and ERP systems (JDE preferred).
+ Knowledge and experience in CGMPs are desirable.
+ Individual may be required to sit, stand, walk regularly and occasionally lift to 15 pounds; no lifting greater than 44.09 pounds without assistance
+ Be accessible to the manufacturing floor and office staff and use the required office equipment.
+ Specific vision requirements include reading of written documents and use of computer monitor screen.
**Why You Should Join Catalent**
+ Tuition Reimbursement - Let us help you finish your degree or earn a new one!
+ WellHub program to promote overall physical wellness.
+ 152 hours of PTO + 8 paid holidays.
+ Medical, dental and vision benefits effective day one of employment.
+ Defined career path and annual performance review and feedback process.
+ Diverse, inclusive culture. Several Employee Resource Groups focusing on D&I. Community engagement and green initiatives.
+ Dynamic, fast-paced work environment.
+ Positive working environment focusing on continually improving processes to remain innovative.
+ Potential for career growth on an expanding team within an organization dedicated to preserving and bettering lives.
+ Perkspot - offers exclusive or private discounts from approximately 900+ merchants in a wide array of categories.
**Catalent offers rewarding opportunities to further your career!** Join the global drug development and delivery leader and help us bring over 7,000 life-saving and life-enhancing products to patients around the world. Catalent is an exciting and growing international company where employees work directly with pharma, biopharma and consumer health companies of all sizes to advance new medicines from early development to clinical trials and to the market. Catalent produces more than 70 billion doses per year, and each one will be used by someone who is counting on us. Join us in making a difference.
personal initiative. dynamic pace. meaningful work.
Visit Catalent Careers ( to explore career opportunities.
Catalent is an Equal Opportunity Employer, including disability and veterans.
If you require reasonable accommodation for any part of the application or hiring process due to a disability, you may submit your request by sending an email, and confirming your request for an accommodation and include the job number, title and location to . This option is reserved for individuals who require accommodation due to a disability. Information received will be processed by a U.S. Catalent employee and then routed to a local recruiter who will provide assistance to ensure appropriate consideration in the application or hiring process.
Notice to Agency and Search Firm Representatives: Catalent Pharma Solutions (Catalent) is not accepting unsolicited resumes from agencies and/or search firms for this job posting. Resumes submitted to any Catalent employee by a third party agency and/or search firm without a valid written & signed search agreement, will become the sole property of Catalent. No fee will be paid if a candidate is hired for this position as a result of an unsolicited agency or search firm referral. Thank you.
Important Security Notice to U.S. Job Seekers:
Catalent NEVER asks candidates to provide any type of payment, bank details, photocopies of identification, social security number or other highly sensitive personal information during the offer process, and we NEVER do so via email or social media. If you receive any such request, DO NOT respond- it is a fraudulent request. Please forward such requests to for us to investigate with local authorities.
California Job Seekers can find our California Job Applicant Notice HERE ( .
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Client Services Representative

33646 Tampa, Florida L&E Research

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About L & E Research, Inc.L&E Research connects clients with consumers, medical professionals, business professionals, and more - for virtually any market research project. We make efficient and accurate connections through the ongoing development of L&E's software and technology solutions. CLIENT SERVICES REPRESENTATIVE JOB DESCRIPTIONThe below outlines the core job responsibilities of the position. The employer reserves the right to amend and modify these responsibilities should alternate needs arise. The employee must be able to perform the essential functions of the position satisfactorily and if requested, reasonable accommodations will be made.The pay range for this role is:14.00 - 15.00 USD per hourThis role is an In Office position.REQUIRED AND DESIRED SKILLSMust be able to work a flexible, part-time work schedule, averaging 15 - 25 hrs weekly, up to 120 hours per month.Must have a valid driver's license & working vehicle.Must have proof of automobile insurance.Must exhibit excellent people skills, with a friendly, welcoming personality.Must have the ability to work well with others and be a team player.Previous customer service experience desired.Computer experience, including Microsoft Office and Google Suite, is a plus.RESPONSIBILITIES AND DUTIESServe as part of a team taking care of the needs of a corporate client conducting market research in our facility. Directly interacting with clients from a variety of companies.Handle the reception desk, greet all visitors to L&E facilities, determine reason for visit, and direct accordingly.Answering telephones, answer general respondent questions, provide directions, transfer calls to appropriate staff members as needed.Using computers for a variety of tasks, including Microsoft Office, Google Suite and email.Will learn to use various equipment/technology, including copier, printers, laptops, telephones, recording equipment, L&E video streaming, laptop & desktop computers, Focusvision internet streaming, internet access, projectors/screens, TV monitors, Polycom speaker phone.Typical CSR duties include emails, printing, copying, use of the internet, setting up audio-video recordings, food ordering, re-plating food, serving clients and cleanup. Also, setting up the facility for client studies; arranging tables and chairs as needed.Assist with shopping for client and respondent food, project supplies and facility needs, using your own vehicle (mileage will be paid).Keeping client rooms clean, neat and fully stocked, during and after a study.Other duties as required by the Client Services Manager or Client Services Assistant.The pay range for this role is:14 - 15 USD per hour (Tampa - Payroll)

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Client Services Representative - Remote

33646 Tampa, Florida Viridian Staffing

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Job Description
Do you have a background in recruiting or human resources and have an interest in becoming a part of a fast growing industry? Viridian Staffing is hiring a Client Services Representative, who will partner closely with the Recruiting and Business Development to serve our customers by building solid relationships to achieve partnership goals.

Founded in 2013, Viridian Staffing ( is the original, professional staffing, recruiting, and HR consulting firm solely dedicated to organizations in and supporting the commercial, medical, and industrial cannabis / hemp industry.

In this role, you'll work closely with the Business Development team in sales presentations and with the Recruiting Team to assist with any analysis of the Client's needs. Using your exceptional customer service skills, you'll help to manage and grow relationships with the Client. As the conduit between the Talent Acquisition team and the Client, you will connect frequently with the Client to ensure all SLA's are met. With your drive and can-do attitude, you will have ample opportunity to grow at Viridian. You also have a growth mindset and are excited to learn from some of the best Recruiters globally, while getting the opportunity to partner with and represent them.

You bring with you a Bachelor's degree or higher in Human Resources, Business Administration, or similar business related degree OR 1+ year of experience in recruiting, staffing, or human resources. If you don't have experience in recruiting, staffing or human resources, ideally you have 1+ year of experience in the cannabis industry. Ideally you will also have experience in either sales or customer service. You should have experience with Google (G-suite) products, Microsoft Word / Excel and be very comfortable using LinkedIN. Ideally, you'll also have experience using a CRM system. This is a remote position, so you should have suitable space for a home office free from disruptions. Part-time may be considered for the right candidate.

Viridian Enterprises LLC is an Equal Opportunity Employer. Viridian does not discriminate on the basis of race, color, religion, national origin, gender, sexual orientation, gender identity, gender expression, age, veteran status, physical or mental disability, Marital status, genetic information, or any other status protected under federal, state, or local law.

If you need assistance or an accommodation due to a disability, you may contact us at recruiting at viridianstaffing.com
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Fraud Client Services Representative

33646 Tampa, Florida Bank of America

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Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for providing resolution of multi-product fraud related client requests by answering calls, chats, or emails in an inbound contact center. Key responsibilities include working in an environment that requires accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery to answer client questions, resolving problems, performing account maintenance, and looking for opportunities to deepen relationships through digital solutions.

Responsibilities:
  • Identifies client needs and recommends solutions when fraud has been identified
  • Records data captured during client interactions accurately
  • Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
  • Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
  • Complies with industry regulations, bank procedures, integrity levels of the department's system and financial controls
Required Qualifications:
  • 1+ years of customer/client service experience, including experience handling difficult client situations
  • Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives
  • Fully understands how life events can impact a client's financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
  • Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
  • Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
  • Communicates effectively and confidently with all clients to make their financial lives better
  • Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections
  • Comfortable receiving ongoing performance feedback and coaching
  • Ability to learn and adapt to new information and technology platforms
  • Minimum of an intermediate level of proficiency with computers and current technology
Desired Qualifications:
  • 1+ years of experience in the banking/financial industry
  • 2+ years of experience working in a client service capacity
Skills:
  • Conflict Management
  • Customer and Client Focus
  • Decision Making
  • Fraud Management
  • Oral Communications
  • Active Listening
  • Attention to Detail
  • Data Collection and Entry
  • Issue Management
  • Problem Solving
  • Adaptability
  • Collaboration
  • Critical Thinking
  • Influence


Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
2nd shift (United States of America)

Hours Per Week:
40
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Senior Client Services Consultant

33603 Tampa, Florida MetLife

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Role Value Proposition:
Provides administrative support and customer service to National Accounts group insurance clients. Works with account team, Account Executive and other internal partners to manage the customer relationship.
Key Responsibilities
* Overall Accountability: Partner closely with the Account executive and have overall accountability for the day-to-day administration of multiple complex clients.
* Client Liaison: Serve as the bridge between our clients and internal teams, ensuring seamless communication and collaboration between the internal MetLife teams.
* Meeting Management: Coordinates and facilitates ongoing client meetings, in person or via conference call, and prepares materials, agendas, minutes and presentations. Participates in and facilitates client Finalist and Stewardship meetings.
* Consultative Solutions: Provide clients with consultative, alternative solutions to requests that can identify possible plan design alternatives.
* Customer Service Excellence: Deliver exceptional customer service through ongoing timely customer delivery and client satisfaction.
* Strategic Planning: Leads client account audits and strategic planning process, and partners with financial team and other partners in the completion of client reports.
* Subject Matter Expertise: Serve as a key resource and may serve as a subject matter expert to Customer Unit and National accounts.
* RFP Support: Partner with the Proposal Unit to research and respond to RFP questionnaires.
* Contract Execution: Understand detailed components and provisions in legal agreements between MetLife and the client and assist in facilitating the execution of contracts to ensure compliance.
* Industry Knowledge: Comprehend competitors' products, industry trends, and legal developments impacting business.
* Product Knowledge: Firm knowledge of MetLife's group products, services, and systems and ability to apply analytical skills to the interaction of these products, services, and systems.
Essential Business Experience and Technical Skills
Required:
* 5+ years of equivalent experience within the insurance space.
* 5+ years of account management/client service experience, with a passion for client service.
* Excellent organizational, interpersonal, and communication skills, both written and verbal.
* Ability to work autonomously, effectively handle multiple tasks, prioritize deadlines appropriately, and remain flexible.
* General understanding of employee benefits industry.
* Proficient with Microsoft Office software, Teams meeting and Webex meeting tools.
* Self-motivated to learn more about the business and proactive in personal development.
* Up to 10% travel required.
* High School Diploma or equivalent
Preferred:
* Bachelor's Degree.
* Experience with Disability products is a strong asset.
* Ability to balance client expectations with MetLife capabilities.
* Project management skills including problem-solving, attention to detail, analytical thinking, and decisiveness.
At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers.
Equal Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
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Fraud Client Services Representative

33603 Tampa, Florida Bank of America

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Fraud Client Services Representative
Tampa, Florida
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing resolution of multi-product fraud related client requests by answering calls, chats, or emails in an inbound contact center. Key responsibilities include working in an environment that requires accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery to answer client questions, resolving problems, performing account maintenance, and looking for opportunities to deepen relationships through digital solutions.
**Responsibilities:**
+ Identifies client needs and recommends solutions when fraud has been identified
+ Records data captured during client interactions accurately
+ Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
+ Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
+ Complies with industry regulations, bank procedures, integrity levels of the department's system and financial controls
**Required Qualifications:**
+ 1+ years of customer/client service experience, including experience handling difficult client situations
+ Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives
+ Fully understands how life events can impact a client's financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
+ Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
+ Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
+ Communicates effectively and confidently with all clients to make their financial lives better
+ Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections
+ Comfortable receiving ongoing performance feedback and coaching
+ Ability to learn and adapt to new information and technology platforms
+ Minimum of an intermediate level of proficiency with computers and current technology
**Desired Qualifications:**
+ 1+ years of experience in the banking/financial industry
+ 2+ years of experience working in a client service capacity?
**Skills:**
+ Conflict Management
+ Customer and Client Focus
+ Decision Making
+ Fraud Management
+ Oral Communications
+ Active Listening
+ Attention to Detail
+ Data Collection and Entry
+ Issue Management
+ Problem Solving
+ Adaptability
+ Collaboration
+ Critical Thinking
+ Influence
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
2nd shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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