236 Customer Service Representatives jobs in Windy Hill Estates

Firm Summary:Winged Keel Group is the premier national high-end life insurance platform. With 11 offices nationally, the firm specializes in the structuring, implementation, and administration of Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios. For more information on Winged Keel Group, please visit Position Summary:Winged Keel Group's Client Services department focuses on delivering best in class service to our ultra-high net worth clients. Offering a suite of services that include customized reporting, premium invoicing, task management, and the preparation of client life insurance portfolio reviews, the bedrock of this department is our disciplined approach to monitoring and maximizing the performance of our clients' portfolios. The client is always our first priority and taking a close second is our commitment to collaborating within the team to meet objectives and expectations in a timely fashion.The successful Client Services Associate will use his or her knowledge of life insurance and client service experience to follow our established processes and prepare deliverables. Relevant skills that an Associate will be able to further develop in this role include task management and time management skills, effective communication skills, and an exceptional attention to detail. The work is challenging, and hard work is recognized and rewarded.Position Responsibilities: Obtain policy values, forms, and information from insurance carriers.Use insurance company software to run (or request from insurance companies) inforce policy illustrations. Identify results that don't make sense or are inconsistent with previous illustrations. Proactively prepare or obtain additional illustrations as needed.Prepare premium invoices and policy summaries.Prepare paperwork for and process death claims, surrenders and withdrawals, policy changes, such as title and allocation changes; follow up where needed to manage multi-step transactions through to completion and confirm accurate processing.Update and maintain client information; document all client transactions.Understand and adhere to compliance procedures when working with variable life insurance.Use Excel to prepare complex insurance portfolio reviews that include multiple product types and funding scenarios with IRR calculations; create new Excel templates for scenarios not adequately covered by existing formats.Review work of teammates; identify errors and recommend enhancements that will contribute to an improved customer experience.Assist clients and advisors with questions about insurance portfolios. Anticipate additional questions and information required for others to make informed decisions. Prepare and explain relevant analysis.Understand income tax attributes of life insurance and strategies used to fund life insurance in a tax efficient manner.Prepare split dollar reporting.Proactively communicate with internal Client Relationship Managers.Coordinate with the Design team when advanced analytics are needed.Ideal Candidate will Possess the Following: 2- 5 years of client service experience in the insurance industryBachelor's degreeIndustry Licenses (a plus) - Series 6, 63, Life, Accident & HealthProficiency in Microsoft Outlook, Word, and ExcelUnderstanding of life insurance products (term, whole life, UL, IUL, GUL, VUL)Experience with life insurance customer serviceProblem solver; aware of when to escalate issuesAbility to prioritize, stay organized, and manage multiple tasks and deadlines in a fast-paced environmentAbility to pick-up and understand new software and technology relatively quicklyUnderstanding of basic financial math concepts like gross and net rates of return, gain/lossUnderstanding of estate planning fundamental (a plus)Ability to develop and maintain positive relationships within the firm and with common outside contactsStrong interpersonal communications skills (both written and oral)Willingness to accept constructive feedbackStrong work ethic and commitment to the highest standards of excellenceStrong sense of accountability and ownership of his or her workWorking Conditions/Demands/Complexity: Required to work on a computer for a substantial part of the day Frequent work in the evenings and occasionally weekends, as needed to meet deadlines A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment Compensation / Benefits: Attractive annual compensation package is commensurate with experienceEligible for annual profit sharing bonusComprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.

Dominion Payroll is hiring a Client Services Specialist I in Richmond, VA!If you're looking for an exciting career with one of the fastest growing, independent payroll companies in the country, with a team of motivated colleagues and proven leaders providing unlimited learning potential, then Dominion Payroll is where you want to be. We pride ourselves on being a successful alternative to large, publicly-owned payroll companies. At Dominion Payroll, we bring unique solutions to the marketplace and strive to delight our customers every day. We are engaged in our communities and contribute to local non-profits. Join us today to learn why we're quickly becoming the premier choice in customized payroll and HR solutions.Reasons you should join Dominion Payroll:Rock solid industry leader for HCM and payroll and original partner in the iSolved NetworkAn Inc. 5000 honoree for 12 consecutive years for being one of the fastest growing companies in the countryRenowned for 99% customer retention with industry leading Net Promoter ScoreProprietary, web-based technology that provides competitive advantagesLocally owned and operatedPhenomenal opportunities for advancementHere's what you'll do day-to-day:Retrieves payroll information from clients, by phone, email and other means, prepares reports for client's review, and processes requests in a timely and accurate manner.Researches, analyzes, and resolves payroll-related problems or questions directly with clients.Maintains payroll operation by following policies and procedures; reporting needed changes.Protects payroll operation by keeping information confidentialContributes to team effort by accomplishing goals and related results to meet daily and weekly deadlinesMeet and maintain established ticket metrics with supervision, exposure, and experience with client phone calls.Establish and build healthy working relationships with clients, vendors, and peers.Updating all client employee information, deductions, earnings, salary, direct deposits, etc. as requested by client.Required to be phone back up for the tier 2 team when needed.Understand garnishments and able to explain our procedures.Review & resolve any escalations, also inform manager of any escalated issues.Must provide excellent customer service and be able to work well with clients and internal staff.Guides clients in employee lock outs and client user set ups.Update all client bank accounts at client requestResearch billing inquiries.Perform additional duties as required, including special projects and audits.Provide training and support for services such as ESS, PTO, and time keeping via ZendeskParticipate in weekly Learning & Development trainings, iSolved release meetings, products solutions, and all applicable company trainingsAccruals and absences regarding set up and troubleshootingSetting up workflows for clients and testing them to ensure they work.Utilizing the organizational table and miscellaneous fields and updating and setting up.Here's what we're looking for:Must be highly proficient and fully functional in all Microsoft Office applications and be able to effectively utilize available office management technology.Ability to work independently, be self-motivated, detail-oriented, and organized.Excellent verbal and written skillsA positive and upbeat attitude.Exceptional organizational skills and multi-tasking abilities along with attention to detail and a high degree of accuracyPreferred knowledge of applicable federal and state wage tax laws and compliance regulations surrounding payrollPreferred customer service experienceMust have the ability to take initiative and manage multiple detailed tasks in a fast-paced, highly complex, and deadline-oriented service environment.Must be flexible and able to work overtime when necessary.Able to deal with difficult, sensitive, and confidential issues.Professional, articulate, and able to use good independent judgment and discretion.Understanding, embrace, and embody DP Core Values. These core values, clearly define the DP culture, and they must be reflected in everything we do and every interaction we have. Our core values are the framework from which we make all our decisions.Community: We are stronger together than apart. Connection to our communities helps us better connect with ourselves and have a positive impact on both. Knowing and caring for each other helps to deepen trust and partnership which brings clarity and purpose to our work.GSD: Get Shit Done! Start right now and don't stop. WE are never done.Rise Above: Expectations, disagreements, ego, challenges - push yourself to become the best version of you.Passion: Bring passion to every day by creating meaningful impact in your work, for our clients, relationships, and our communities.Create Culture: Culture enhances our quality of daily life and increases opportunities for learning, understanding, and growth.DP NO SE Vera: Never get stuck. We find a way to make a way.Excellence: Don't let good be the enemy of great. Every single thing that you do matters!Company Perks:Robust 401k match program Significant paid time off plus company paid holidays16 hours of community volunteer paid time off Quarterly community-focused opportunities Friday lunch Close at 4pm on Fridays Wellness and employee assistance programsDominion Payroll is proud to be an equal opportunity employer and encourages veterans and those self-identified as diverse to apply. We are committed to providing an inclusive and welcoming environment for all members of our community. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. All employment decisions are based on qualifications, merit, and business needs.

At Selective, we don't just insure uniquely, we employ uniqueness.

Selective is a midsized U.S. domestic property and casualty insurance company with a history of strong, consistent financial performance for nearly 100 years. Selective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2024 and certification as a Great Place to Work in 2024 for the fifth consecutive year.

Employees are empowered and encouraged to Be Uniquely You by being their true, unique selves and contributing their diverse talents, experiences, and perspectives to our shared success. Together, we are a high-performing team working to serve our customers responsibly by helping to mitigate loss, keep them safe, and restore their lives and businesses after an insured loss occurs.

Provide exceptional customer experience to both internal and external customers for personal lines and commercial lines policies. Thorough and timely completion of the first notice of loss report. Ensures that the first notice of loss reporting experience reflects Selective's ease of doing business. All job duties and responsibilities must be carried out in compliance with applicable legal and regulatory requirements.

• Manage a large number of incoming calls in a call center environment. Complete new loss reports by gathering detailed information, understanding, empathizing, and educating our customers, as well as setting expectations on the claims handling process. Determines when issues are to be escalated. Knowledge of Claims systems to provide callers with claim updates.
• Handle customer complaints, provide appropriate solutions within the time limits in a professional demeanor, and follow up to ensure resolution. Provide accurate, valid, and complete information by using the right methods/tools. Identify and assess customer's needs to achieve satisfaction.
• Must possess ability to process system transactions within the scope of this position including but not limited to updating MCS on a continual basis to reflect current activity on a file.
• Provide policy services as appropriate such as repair options, rental reservations, and policy information. Assign claims to appropriate claims handler or regional queue.
• Enter email and faxed claims into our automated systems.
• Address customer concerns with claims or customer self-service through our live CHAT service.
• Update pending First Report of Injury notices in order to ensure compliance with the State.
• Review and assign subrogation demand received through Arbitration Forums. Create new losses as needed. Refer demands over monetary threshold to Comsearch for review.
• Maintain claims licenses and certificates, as required.
• May handle incoming billing calls and email in STG and billing portal. Perform all other Billing functions as needed and requested.

Knowledge and Requirements

• Word, Excel, PowerPoint, Outlook, and the internet.
• Strong customer service skills and results oriented.
• Detail Oriented; ability to multitask; strong communication skills (verbal and written); ability to perform in fast paced, high pressure environment.

Education and Experience

• High school diploma or equivalent required.
• Experience preferred: 1 year Insurance industry; 2 years customer service representative; bilingual skills.

Selective Insurance offers a total rewards package that includes a competitive base salary, incentive plan eligibility at all levels, and a wide array of benefits designed to help you and your family stay healthy, achieve your financial goals, and balance the demands of your work and personal life. These benefits include comprehensive health care plans, retirement savings plan with company match, discounted Employee Stock Purchase Program, tuition assistance and reimbursement programs, and paid time off plans. Additional details about our total rewards package will be provided during the recruiting process.

The actual base salary is based on geographic location, and the range is representative of salaries for this role throughout Selective's footprint. Additional considerations include relevant education, qualifications, experience, skills, performance, and business needs.

Selective is an Equal Employment Opportunity employer. That means we respect and value every individual's unique opinions, beliefs, abilities, and perspectives. We are committed to promoting a welcoming culture that celebrates diverse talent, individual identity, different points of view and experiences - and empowers employees to contribute new ideas that support our continued and growing success. Building a highly engaged team is one of our core strategic imperatives, which we believe is enhanced by diversity, equity, and inclusion. We expect and encourage all employees and all of our business partners to embrace, practice, and monitor the attitudes, values, and goals of acceptance; address biases; and foster diversity of viewpoints and opinions.

OverviewWe are seeking an entry level Client Services Coordinator for our client project: HOMES a non-profit organization that uses an all-encompassing approach to housing challenging the misconceptions of what defines affordable housing through the production and preservation of high-quality affordable homes, large-scale home repairs, and improved accessibility and energy efficiency for existing homes.This non-supervisory team member is responsible for keeping annual production on schedule by income qualifying program applicants, providing waiting list management for their assigned localities, and other duties, as needed. Reports to the Director of Client Services (Energy Conservation). Project:HOMES employs about 60 team members with a budget of approximately $25M located in Richmond, VA (easy access on and off the Midlothian Turnpike and Chippenham Parkway.) Learn more at . Come grow with us! Summary of Job Responsibilities and Requirements (approx. % of time) Provide front-line telephone coverage for the Energy Conservation Department, answering calls, assisting clients, directing callers to the appropriate staff, and logging calls (estimated weekly volume of 50 calls). Conduct preliminary intake questionnaires to determine program suitability, follow up with clients via phone, email, or in person, and ensure timely processing of applications. ~ 40%Qualify eligible clients for home repair assistance. This task will include (but not be limited to) the following: Selecting applicants, distributing applications, following up with clients regarding missing documentation, answering client questions and explaining program aspects to clients, scheduling appointments to meet with clients, compiling and securing sensitive client information, and completing calculations using obtained income and asset documentation. For programs with limited or insufficient waiting lists, the Client Services Coordinator will be responsible for coordinating marketing/ outreach efforts to build a larger client pool. ~ 30%Manage office workflow, process incoming mail (applications, missing documents, inquiries), and mail/email applications to clients requesting services; Maintain office equipment. ~ 10%Maintain state and agency databases (both digital and physical) to ensure accuracy and efficiency, while upholding confidentiality of client records and files. ~ 10%Schedule audits for home energy auditors/QCI inspectors and log essential information into the department calendar. ~10%Represent the organization in a professional manner to all clients, agency partners, and internal personnel.Participate in agency training, federal program requirements, and publicity events promoting agency programs.Perform additional responsibilities as needed for organizational success.Key Qualifications, Skills, and AbilitiesBachelor's degree in Business/Finance, Social Work, Government/Political Science, Economics, Communications or related discipline preferred; combination of experience and education will be considered in lieu of formal education.Minimum 2 years' work experience in Customer Service, Finance &/or Social Work administration; working with the public.Evaluating information to determine compliance with program standards. Familiarity with Microsoft Office Suite, teleconferencing, data entry and database management.Effectively work in a collaborative team environment leveraging oral and written communication skills.Promotes and adheres to the company's mission, vision and values, policies, and applicable laws in a fair and equitable manner.Represents the organization in a professional manner to all clients, vendors, and internal personnel.Typical workdays and hours are Mon. - Thurs. 7 AM to 5 PM on site; one day per week teleworking is possible after 60 days.Bilingual in English and Spanish preferred.Successfully complete pre-employment background screening.Competitive Salary & Benefits Package including health, dental, vision, life insurance, LTD, paid time off, and 401(k) contribution! Professional development opportunities and support. Work life balance and opportunity for some teleworking! The hourly range is $8 / hr. to 21 / hr. depending upon related credentials and work experience. This is an overtime pay eligible role.Apply with your resume at . This position will remain open until filled. Warren Whitney (The Firm) is an equal opportunity employer. The Firm on behalf of its client will not discriminate against applicants or employees on the basis of race, color, religion, national origin, age, sex, pregnancy (including childbirth or related medical condition), disability, genetic information, sexual orientation, gender identity, military status, citizenship, or any other class protected by applicable law. The Firm reserves the right to alter, change, modify, and/or terminate this job posting at any time without notice, or obligation, to any party.