65 results for File Clerk

Customer Service Representative We are in search of a Customer Service Representative, based in Irvine, California. This role offers an opportunity to work in a dynamic environment, where the main tasks revolve around handling customer inquiries, managing incoming calls, and maintaining a high level of customer satisfaction. This position offers a short-term contract employment opportunity. Responsibilities: • Manage high volumes of inbound and outbound calls in a timely manner • Identify customers' needs and provide appropriate solutions and/or alternatives to meet those needs • Build sustainable, trustworthy relationships with customer accounts through open and interactive communication • Enter and update customer and account data from source documents into the database within specified time frames • Compile, verify accuracy, and sort information to prepare source data for computer entry • Review data for deficiencies or errors, correct any incompatibilities, and check output • Schedule appointments and update calendar accordingly • Use Microsoft Excel and Word to update records and process information • Maintain a high level of professionalism and patience with customers at all times • Ensure all customer interactions are recorded and updated as necessary.

Customer Service Representative We are looking for a detail-oriented Customer Service Representative in the machinery manufacturing industry. This position is based in Middleton, Wisconsin, and offers a short-term contract employment opportunity. The role involves handling customer inquiries, processing orders, and providing excellent customer service. Responsibilities: • Answer customer inquiries regarding orders, quotes, returns, and general questions • Direct calls to the appropriate individual or department • Enter parts orders based on quotes and/or customer purchase orders • Process parts quotes • Carry out other customer service activities as required • Handle inbound and outbound calls professionally • Perform data entry tasks and maintain accurate customer records • Use Microsoft Excel and Microsoft Word for various tasks • Ensure email correspondence is handled professionally and promptly • Maintain a high level of attention to detail in all tasks.

Front Desk Coordinator We are offering a short term contract employment opportunity for a Front Desk Coordinator in Washington, District of Columbia, United States. As a Front Desk Coordinator, you will serve as the first point of contact for our office, handling all incoming calls, inquiries, and guest interactions. You will play a crucial role in maintaining a welcoming and professional environment for all our visitors and staff. Responsibilities: • Provide prompt and professional customer service by answering inbound calls and directing them to the appropriate departments. • Serve as the face of the office, creating a welcoming and organized environment for all visitors and staff. • Assist guests with their needs and inquiries, ensuring they are directed to the correct individuals or departments. • Utilize a multi-line phone system to manage incoming calls, ensuring all calls are answered promptly and efficiently. • Handle and resolve any inquiries related to the office, providing accurate information and assistance. • Maintain a high level of organization and attention to detail in all tasks, ensuring all information is accurate and up to date.

Referral Coordinator We are offering a role in the healthcare industry, based in Oakland, California. The position is an Insurance Referral Coordinator, with a primary focus on coordinating patient referrals within a healthcare setting. This is a contract employment opportunity, which will be carried out in a dynamic and fast-paced work environment. Responsibilities:• Coordinate patient referrals to specialists and follow up on the progress.• Process insurance referrals and authorizations accurately and in a timely manner.• Liaise with healthcare providers and insurance companies to ensure smooth referral processes.• Utilize Electronic Medical Records (EMR) system to update patient records and referral information.• Apply basic medical terminology knowledge to understand and manage patient cases.• Communicate effectively with patients to inform them about their referral status and any associated procedures.• Ensure compliance with healthcare regulations and confidentiality guidelines while handling patient data.• Resolve any issues related to referrals and insurance authorizations.• Work closely with medical front office staff to ensure seamless patient service.• Continuously learn and stay updated with changes in insurance policies and healthcare regulations. If you are interested in this role apply today and call us at (510) 470-7450

Receptionist We are offering a short-term contract for a Receptionist role located in Bloomfield Hills, Michigan. The individual will be primarily responsible for providing administrative assistance in a quiet office setting. This role is primarily focused on answering phone calls, greeting and assisting visitors, and managing mail. Responsibilities:• Answer and direct incoming calls in a professional and courteous manner• Greet and assist visitors, providing excellent customer service• Receive, sort, and distribute mail and packages• Maintain a professional and welcoming reception area

Associate Customer Care Coordinator We are offering a role that centers around customer service in the Medical Insurance/Benefits industry in Salem, Oregon. You will be the first point of contact for our clients, ensuring smooth operations and providing exceptional service to our customers. This role is a contract position that requires a strong set of skills in customer service. Responsibilities: • Answer phone and email inquiries from customers and providers, answering their inquiries, and ensure they feel valued and supported. • Handle complaints and specific customers' requests.

Underwriting Support Specialist Walnut Creek Workers Compensation company is looking for an Underwriting Support Specialist. Successfully completes the Underwriting support training curriculum including workers compensation law, compliance, and regulations. Applies training concepts and reference material to adhere to work processes and assignments including issuance and maintenance of policy contracts. Completes routine policy processing tasks (assigned through Laserfische) with an emphasis on quality production. Tasks can include policy issuance for new and renewal business, policy endorsements, policy cancellations, and broker of record (BOR) changes. Reviews notes from Underwriting to ensure appropriate steps are taken for assigned tasks.Updates policy information in the underwriting management system (Bravo) as appropriate.Performs quality assurance review of provided data to identify missing information, adhering to state and federal regulatory guidelines and Company protocols. Requests additional information from the applicable Underwriter as needed. Compiles data provided by previous carriers and other sources into various internal formats. Enters data into the underwriting management system (Bravo) in compliance with set guidelines from the applicable bureaus.Prepares pricing models from provided data through company-created Excel Macros. Generates various manual forms and prepares them to be mailed out by internal partners. This position is M-F 8:30am-5pm or 8am-5pm. This is a long term contract, 6+months or longer.

Member Services Representative We are offering a short term contract employment opportunity for a Member Services Representative in Washington, District of Columbia. The role includes a variety of job functions such as managing employee benefits, conducting candidate reference checks, and handling complaints. This role is crucial in our team as it involves direct interaction with our members and contributes significantly to our service delivery. Responsibilities: • Answer and manage day-to-day queries regarding employee benefits • Ensure efficient benefits administration including enrollment and census reports • Conduct candidate reference checks as part of the recruitment process • Post job vacancies on relevant platforms as needed • Handle offboarding processes for outgoing employees • Utilize CRM and ERP - Enterprise Resource Planning systems for efficient management • Use Microsoft Excel and Microsoft Office Suites for various administrative tasks • Perform basic accounting functions related to the role • Manage benefit functions including claim administration • Handle complaints, ensuring they are resolved in a timely and efficient manner.

Service Coordinator We are on the lookout for a dedicated and meticulous Facilities Coordinator to become a part of our team. This role is pivotal for our company based in Colorado Springs, Colorado, and operates within the telecom provider industry. This role offers a contract to hire employment opportunity and will involve providing excellent customer service, managing order entries, and utilizing Microsoft Excel and Microsoft Word. Responsibilities: • Managing customer inquiries and ensuring prompt resolution• Processing order entries with a high level of accuracy• Utilizing Microsoft Excel and Microsoft Word to manage and organize data• Ensuring customer satisfaction by providing excellent customer service• Monitoring and updating customer records in a timely manner• Collaborating with team members to ensure smooth operations• Identifying and resolving potential problems in the order entry process• Maintaining a high level of professionalism and confidentiality• Utilizing strong organizational skills to manage multiple tasks• Continuously striving to improve processes and customer satisfaction levels.

Client Service Coordinator We are looking for a Client Services Associate. The Client Services Associate will work directly with a primary financial advisor in all aspects of client service including taking client calls, communication with corporate office on client issues, workflow coordination regarding appointment materials needed, appointment follow-up and processing of transactions and forms and applications. The Client Service Associate is a licensed position (Series 7, 66 & MN Life & Variable Annuity). This allows the Client Service Associate to interact directly with the clients and to receive and execute trade orders from the clients and advisor. Reports to the Operations Director and takes work direction from individual advisors. I. DUTIES AND RESPONSIBILITIES THE CLIENT SERVICE COORDINATOR SHALL: A. meet daily with advisor to coordinate advisor workflow and receive advisor work requests. B. review appointment schedule with advisor and gather or prepare any additional materials needed or requested by advisor. C. complete work requests and serve as the advisor’s workflow liaison with other staff. D. handle service calls from clients, corporate office, or other professionals. E. record all client communication and interaction in Contact Manager. F. complete client investment transactions as directed by an advisor. G. compose client correspondence (letters, memos, faxes, etc.) as requested. H. resolve client issues and call client back when problem has been resolved. I. involve advisor when needed to assist in client issue resolution process. J. complete forms and applications following client appointments. K. submit all new business applications and checks to the corporate office in a timely manner. L. track all pending transfers of client assets and other transactions as needed. M. clean-up Contact Manager Database of clients no longer active, etc. N. follow-up for clients who have not scheduled their annual NaviPlan Review meetings. O. complete other projects or duties as requested by primary financial advisor or other members of the firm. I. SKILLS AND EDUCATIONAL REQUIREMENTS THE CLIENT SERVICE MANAGER/CLIENT SERVICE COORDINATOR SHALL: A. have a working knowledge of basic computing. B. be proficient in Microsoft Word, Microsoft Excel and Microsoft Outlook C. be able to prepare illustrations for life insurance, disability insurance, and long-term care insurance in respective programs. D. be able to work one on one with advisor in a time sensitive capacity. E. have excellent oral and written communication skills. F. have excellent interpersonal skills G. flexibility to work in a changing environment H. be able to work effectively individually and with all team members I. be detail-oriented and able to prioritize work J. be able to work in an unstructured environment with critical time demands. K. have excellent time management skills L. maintain client and business confidentiality M. have a high school diploma; with advanced training/education preferred N. have one or more years' experience in financial planning business is desirable O. hold the Series 7, 66 and MN life/health and variable annuity licenses or being willing to obtain within six-months of being hired.

Customer Experience Specialist We have a great opportunity for a motivated Customer Experience Specialist! If you are a customer service professional who is passionate about helping elevate customer experiences and providing exceptional customer service, then we have a position for you. In this position, you will be responsible for understanding the needs, motivations, and emotions of customers, then applying this knowledge to strengthen customers' experiences at all touchpoints within the organization. How you will make an impact - Collect, monitor, and analyze customer feedback and satisfaction using various forms of communication including phone calls and email correspondence - Create engagement and marketing strategies for new services and products - Use collected information to identify gaps and recommend strategies to strengthen customer experience metrics - Collaborate closely with internal stakeholders sales, marketing, and account management teams to help with enhancing customers' experiences - Take part in a strategic, high-volume fast-paced environment

Customer Service Representative We are offering a role in the retail clothing and accessories industry located in West Allis, Wisconsin. The position is a Customer Service Representative, where you will be responsible for assisting in organizing the store, directing customers, and handling inventory. This role does not require operating a register, working on weekends, or fitting customers. It is a contract role, offering flexibility in your work schedule. Responsibilities: • Assist in the organization of the store, ensuring that it remains clean and well-arranged. • Provide excellent customer service by guiding customers to desired products. • Handle inventory tasks, including receiving new stock and maintaining accurate inventory records. • Assist in the setup of displays and mannequins to attract customers. • Work collaboratively with team members to ensure the smooth operation of the store. • Quickly respond to customer inquiries and complaints, providing solutions where possible. • Assist in cash collections when necessary. • Help answer inbound calls, responding to customer inquiries and complaints. • Maintain a professional demeanor and uphold the store's standards of service and quality.

Customer Care Representative Homebuilding client is in need of a contract to permanent customer care representative. This job is located in Mountain House, CA. Duties Include:-Pre-walk homesites to provide punch list for construction for delivery of home to customer; provide quality control of finished product.-Conduct homeowner walk-throughs, acquainting homeowner with operation of appliances, heating/cooling systems, maintenance of home, etc.-Coordinate with the Construction Department staff and contractors in the completion of walk-through repairs within five (5) days.-Schedule and supervise subcontractor repairs in homes after delivery to homeowner.-Schedule inspections with homeowners, assess routine warranty claims and follow through to completion all service requests within seven (7) days.-Provide accurate and timely information to Customer Care Manager on progress and scopes of work.-Maintain positive homeowner relations, provide homeowner with knowledgeable, timely and professional service.-Evaluate subcontractor and product performance. Provide ongoing information to Customer Service Manager as it relates to quality of workmanship and materials.-Participate in emergency on call rotation service schedule.-Work with Customer Service Manager on special projects as needed.-Participate and attend department meetings.-Keep accurate service request logs and documentation of all work performed.-Perform all other duties as assigned. Top Requirements for the Customer Care Representative:-Excellent communication skills, verbal and written-Strong organizational and interpersonal skills-Must be able to deal effectively with confrontational situations and maintain objectivity in public relations.-Detail oriented, works well under pressure, capable of handling multiple tasks with simultaneous deadlines. This job is 100% onsite and hours are M-F 7am-4pm. If you are interested in this customer care representative position, please submit your resume right away for consideration!

Sales Support We are offering a contract opportunity for a meticulous Sales Support professional to join our team in Post Falls, Idaho. In this role, you will be involved in various aspects of sales support, including processing and coding purchase orders, data entry, and providing back-office support. Responsibilities: • Accurately process and code customer purchase orders, ensuring all information is correct. • Efficiently enter orders into the ERP system and make necessary updates to sales orders as required. • Review entered sales orders for accuracy and communicate any necessary corrections. • Provide support to the sales and account departments, assisting with additional duties as assigned. • Use your skills in purchase orders, data entry, and back-office support to ensure smooth operations within the sales department.

Customer Experience Specialist We are in need of a diligent and meticulous Customer Experience Specialist to work with our professional services team. Based in San Francisco, California, this role will involve managing community events, overseeing event logistics, and handling event management and monitoring. This onsite role offers a short term contract employment opportunity and is ideal for those with a knack for maintaining order and efficiency in a fast-paced environment. Responsibilities: • Engage professionally with customers and address their inquiries and concerns• Assist in the organization and execution of community events• Oversee and manage event logistics to ensure smooth operations• Monitor events and promptly address any issues or disruptions• Maintain an environment conducive for customer engagement during events• Utilize your skills in event management to optimize event procedures and processes• Collaborate with the team to meet event objectives and targets• Handle customer data with confidentiality and in compliance with regulations• Provide assistance in scanning QR codes and maintaining order in event sequences• Maintain a professional demeanor and attire during events. If you are interested in this role, please reach out to Nick Mussman at 415.276.0358.