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Ready to Be a Titan?We are seeking an experienced, dynamic, and hands-on Senior Manager, Business Systems - Platform Support, Operations &amp; Quality to join our Business Technology team. This role is critical in ensuring the stability, scalability, and availability of our core business platforms (Salesforce and Workday). The ideal candidate will have a strong background in production support, QA automation, and platform operations, with a proven track record of defining and operationalizing processes in a global organization.What You'll Do:Strategic Leadership &amp; Team Management<ul> <li>Lead and mentor a team responsible for platform support, QA automation, and operations to ensure stable, scalable, and secure business systems.</li> <li>Establish a global support team in partnership with production support partners, ensuring seamless 24/7 operations.</li> <li>Scale QA automation as a shared service across business systems, driving consistent quality and efficiency.</li> <li>Foster a collaborative and innovative team culture, focused on continuous improvement and customer-centric solutions.</li> </ul>Production Support &amp; Operational Excellence<ul> <li>Define, adopt, and operationalize robust production support processes to deliver high availability and performance of business systems.</li> <li>Manage incident response, root cause analysis, and issue resolution, ensuring minimal impact on business operations.</li> <li>Partner with cross-functional teams to align support strategies with business objectives.</li> <li>Develop and monitor SLAs and KPIs to measure support performance and ensure accountability.</li> </ul>Platform Operations &amp; Scalability<ul> <li>Oversee the scalability, security, and availability of Salesforce, Workday and other core business application platforms, ensuring alignment with organizational growth.</li> <li>Implement best practices for system monitoring, maintenance, and optimization to prevent downtime and enhance user experience.</li> <li>Collaborate with stakeholders to plan and execute platform upgrades, migrations, and integrations.</li> </ul>Quality Assurance Automation<ul> <li>Scale and standardize QA automation frameworks and tools to support all business systems, driving efficiency in testing processes.</li> <li>Develop and implement strategies to ensure comprehensive test coverage and reduce manual testing efforts.</li> <li>Establish metrics to measure and improve the quality of deliverables.</li> </ul>Documentation, Training &amp; Continuous Improvement<ul> <li>Develop and maintain comprehensive technical documentation, including support processes, QA frameworks, and operational guidelines.</li> <li>Provide training and enablement to internal teams, ensuring effective utilization of business systems.</li> <li>Stay updated with emerging technologies and best practices, incorporating them to drive innovation and operational excellence.</li> </ul>What You'll Bring:Education &amp; Experience<ul> <li>Bachelor’s degree in Computer Science, Information Systems, or a related field.</li> <li>10+ years of experience in managing business systems with a focus on Salesforce and Workday platforms.</li> <li>Proven expertise in production support, platform operations, and QA automation within global organizations.</li> </ul>Technical Skills<ul> <li>Strong experience in Salesforce and Workday platform operations, including technical solutions, data security, integration, and scalability.</li> <li>Familiarity with other key business applications (ex. Talkdesk, Salesloft, Gong, Assembled etc.) is a plus.</li> <li>Prior experience with QA automation tools, such as AccelQ, Kainos or similar frameworks.</li> <li>Strong knowledge of ITIL practices, incident management, and operational governance.</li> </ul>Certifications (Preferred)<ul> <li>ITIL Foundation or Practitioner Certification</li> <li>Salesforce Administrator Certifications will be a plus</li> </ul>Leadership &amp; Soft Skills<ul> <li>Demonstrated ability to lead and scale teams in a fast-paced, global environment.</li> <li>Excellent communication and stakeholder management skills, with the ability to bridge technical and business perspectives.</li> <li>Strategic thinker with a problem-solving mindset and a passion for driving operational excellence.</li> </ul>Be Human With Us:Being human isn’t about checking every box on a list. It’s about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we’re solving. We’re in this together. Come be human, with us. What We Offer:When you join our team, you’re not just accepting a job. You’re making a career move. Here’s how we’ll support you in doing some of the most impactful work of your career:<ul> <li>Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more. </li> <li>Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to Headspace, Galileo, One Medical, Ginger and more. </li> <li>Support for Titans at all stages of life: Parental leave and support, up to $20k in adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.</li> </ul>At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. We do not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws.ServiceTitan is committed to fair and equitable compensation for all of our employees. We thoughtfully consider a wide range of factors when determining individual compensation. The expected salary range for this role for candidates residing in the United States is between $166,500 USD - $222,700 USD. Compensation for candidates residing outside the United States will vary by location and the specific salary range will be discussed during the hiring process. Actual compensation for an individual may vary depending on skills, performance over time, qualifications, experience, and location. In addition to the base salary, the total compensation package also includes an annual bonus, equity and a holistic suite of benefits.

ServiceTitan

Senior Manager, Business Systems - Platform Support, Operations & Quality

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our <a href="https://www.coinbase.com/mission" target="_blank">work culture</a> is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. Interested in joining the Prime Finance team? We are part of the Institutional group that is building a full-service prime brokerage platform with everything that institutions need to execute trades and custody assets at scale. Our team provides comprehensive financing solutions for businesses to deploy institutional trading strategies and enable capital efficiency, including lending, margin and shorting capabilities. We are an experienced group of individuals with many decades of combined experience at top banks and asset managers, and firmly believe that institutional financing services backed by thoughtful risk management programs will usher in new waves of capital and fuel the next crypto expansion. You can be part of this motivated team with a proven track record of delivering innovative and bespoke prime brokerage services to some of the world's leading institutional investors. What you’ll be doing: <ul> <li>Institutional relationship management with strong client service orientation</li> <li>Manage a book of Coinbase Institutional’s highest-priority clients as day-to-day relationship owner </li> <li>Ensure accounts for hedge funds and the institutional financing business are onboarded smoothly</li> <li>Provide a seamless customer experience by partnering with legal, compliance, operations, trading and other cross-functional teams on client issues</li> <li>Understand client needs and help develop product / technology to support</li> <li>Leverage subject matter expertise to help pitch institutional financing products with sales </li> <li>Identify opportunities to match clients with broader institutional product offerings</li> <li>Build and maintain strong relationships with new and existing Coinbase institutional clients</li> </ul> What we look for in you: <ul> <li>3+ years of relevant experience as a relationship or account manager for institutional clients</li> <li>In-depth knowledge of global financial markets, prime brokerage, margin, lending, derivatives, trading platforms, custody, and/or crypto</li> <li>Fantastic communication skills in order to operate seamlessly with clients and partner teams</li> <li>Strong sense of ownership and urgency</li> </ul> Nice to haves: <ul> <li>Experience in data science and programming (Python, SQL, etc.)</li> <li>CFA, CAIA, or other relevant industry designations</li> </ul> Job ID: P62679 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)). Pay Range: $130,050—$153,000 USD <h3>Commitment to Equal Opportunity</h3> Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">here</a>. Additionally, Coinbase participates in the <a href="https://static-assets.coinbase.com/e-verify.pdf" target="_blank">E-Verify program</a> in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations[at]coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site <a href="https://chrome.google.com/webstore/detail/chromevox/kgejglhpjiefppelpmljglcjbhoiplfn" target="_blank">click here to download</a> a free compatible screen reader <a href="http://www.chromevox.com/tutorial/" target="_blank">(free step by step tutorial can be found here)</a>. <h3>Global Data Privacy Notice for Job Candidates and Applicants</h3> Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available <a href="https://www.coinbase.com/legal/applicant_privacy_notice" target="_blank">here</a>. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined <a href="https://www.coinbase.com/legal/application-arbitration-agreement" target="_blank">here.</a>

Coinbase

Institutional Financing Client Relationship Manager

Tulsa Dream Center

Cafe Customer Service Associate

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> The Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CSM will ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company! You will become a trusted advisor to these clients, deeply understanding their business and their needs, and help them improve the value they get from Addepar. This role involves working closely with colleagues to identify and reveal opportunities. CSM will also cultivate cross-functional relationships in Product &amp; Engineering and Services teams, to drive standard methodologies and utilization of the platform. You will be the client’s internal advocate! You will help to ensure an excellent experience, and gather feedback to aid Addepar in building the next generation of solutions. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $87,000 - $136,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only and do not include bonuses, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Develop a deep understanding of the Addepar platform and be able to apply it to client’s requirements, industry challenges, and goals</li> <li>Provide client support to senior members of the team during implementation, business reviews, instance reviews, and other BAU tasks to support an outstanding client experience</li> <li>Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities</li> <li>Provide continuing education and insights to clients relating to product updates on Addepar’s product roadmap, as well as, review product usage patterns</li> <li>Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists and participate in presentations to clients, including but not limited to: new projects, additional Addepar products, or partner solutions</li> <li>Advocate for clients, building strong working relationships with cross-functional teams to ensure client success</li> </ul> <h4>Who You Are </h4> <ul> <li>A minimum of 7 years experience in a Registered Investment Advisor (RIA) or Single Family Office oriented business or environment, preferably, in a client-facing role for financial products or services for ultra-high net worth clients (UHNW) clients</li> <li>Strong analytical skills and a consistent framework or process approach to problem-solving</li> <li>You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients</li> <li>Strong time management and prioritization skills, as well as verbal and written communication skills</li> <li>Experience building and improving client engagement strategies with a track record of success as proven by improved client health, reference-ability, and platform adoption</li> <li>You have handled difficult customers or situations and can demonstrate resolutions</li> <li>Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization</li> <li>Ability to navigate data and people to find answers</li> <li>Independent, adaptable, and can thrive in a fast-paced environment</li> <li>You are open to traveling as needed</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Addepar

Client Success Manager - Strategic

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our <a href="https://www.coinbase.com/mission" target="_blank">work culture</a> is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. The Coinbase Customer Experience (CX) organization is on a mission to provide the most trusted and value added customer support. Our team is dedicated to eliminating customer pain points, empowering our global user base via self-service and automation, and optimizing customer support interactions to create an effortless experience. As the Director, Global Consumer Support Operations you’ll be fully responsible for leading a growing team of experienced customer support professionals to provide a world class experience for our millions of Retail customers. You will be responsible for the quality of our customer support, which entails building, growing and managing a high performing and diverse team across multiple countries and multiple contact channels. You will lead through a team of global leaders, internal stakeholders and outsourced partners to achieve a seamless customer experience and scale in a thoughtful, effective way. Additionally, you will manage our process excellence team, that is taking our processes from good to great by eliminating inefficiencies and introducing technology that enables our agents to focus on the human elements of support. What you’ll be doing (ie. job duties): <ul> <li>Demonstrating resiliency during periods of volatility while leading the support operations team to provide our customers with the most trusted support experience anywhere. </li> <li>Act as a proactive inspiring leader across the wider Customer Experience organization, with a strong bias to action and the ability to contribute to overall organizational strategy and direction.</li> <li>Act with urgency to ensure priority items are progressed through having a bias to action and focusing on the 20% of work that will get us 80% of the impact. </li> <li>Hire, lead and develop a globally distributed, high performing team, setting up the organization for success through investments in career growth.</li> <li>Define and deliver on organizational-level OKR’s and service levels, enabling operational excellence across all aspects of the customer journey.</li> <li>Collaborate closely with partner teams including Program, Analytics, WFM, Quality, Technology, and Learning &amp; Development to ensure you can deliver on your goals.</li> <li>Utilize a laser focused, customer facing team to collect thoughtful feedback by directly gathering “Voice of the Agent and/or Customer” sentiment and feedback.</li> <li>Utilize an in-depth understanding of metrics, reporting, capacity planning and financials to make informed data-driven decisions.</li> <li>Attend monthly and quarterly vendor business reviews to stay abreast and accountable of performance across all tiers of support.</li> <li>Thoughtfully delegate tactical responsibilities and set performance expectations across the organization.</li> </ul> What we look for in you (ie. job requirements): <ul> <li>15+ years experience leading an increasingly complex (1,000+ headcount) operations and process improvement programs. </li> <li>Simplifier - You can see through the trivial many, identify the meaningful few, and deliver results against key focus areas. </li> <li>Resilient - You can lead through volatility of the market conditions, learn, adapt, and self-motivate. </li> <li>Intelligent and Experienced- You have a breadth of knowledge from experience paired with natural intellectual curiosity. </li> <li>Scrappy and proactive – naturally curious enough to “figure it out”; able to pivot and ruthlessly re-prioritize; bias for action and proposing solutions</li> <li>Expert communicator – ultra clear written and verbal communication; ability to write docs and simplify complex topics for senior audiences</li> <li>Passion – for creating an exceptional experience for Coinbase customers.</li> </ul> Nice to haves: <ul> <li>MBA or higher level degree</li> <li>Crypto, financial services, or other tech-company experience</li> <li>Lean Six Sigma, or green/black belt certification</li> </ul> ID: P68937 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)). Pay Range: $232,050—$273,000 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. <h3>Commitment to Equal Opportunity</h3> Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">here</a>. Additionally, Coinbase participates in the <a href="https://static-assets.coinbase.com/e-verify.pdf" target="_blank">E-Verify program</a> in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations[at]coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site <a href="https://chrome.google.com/webstore/detail/chromevox/kgejglhpjiefppelpmljglcjbhoiplfn" target="_blank">click here to download</a> a free compatible screen reader <a href="http://www.chromevox.com/tutorial/" target="_blank">(free step by step tutorial can be found here)</a>. <h3>Global Data Privacy Notice for Job Candidates and Applicants</h3> Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available <a href="https://www.coinbase.com/legal/applicant_privacy_notice" target="_blank">here</a>. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined <a href="https://www.coinbase.com/legal/application-arbitration-agreement" target="_blank">here.</a>

Director - Global Consumer Support Operations

Role Value Proposition: MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to individual and institutional customers. We’re united by our purpose to help our customers and each other create a confident future; we’re guided by empathy; and we’re inspired by each other to make a difference in the lives of our coworkers, customers, communities, and the world at large. At MetLife, it’s <a href="http://;/" target="_blank">#AllTogetherPossible</a>. Join us! Responsible for collaborating with partners to promote maximum employee education and enrollment, a customer-centric onsite experience, and achieve overall customer satisfaction. This role coordinates the development, planning, management, reporting, and execution of the onsite events. Provides administrative and customer service to very large group insurance clients. Works with account team to manage customer relationships and satisfaction. Key Responsibilities: <ul type="disc"> <li>Develop an understanding of MetLife’s Group Benefits products, services, and system platforms</li> <li>Build upon service competencies – including communication, customer service, project management and relationship-building skills</li> <li>Manages the delivery of onsite enrollment strategies while supporting various methodologies, print collateral, supply fulfillment, and event logistics</li> <li>Partners with Service Team to develop and deliver moderately complex training materials for onsite resources. </li> <li>Attend onsite customer meetings to discuss key product features of customer – specific plan designs. </li> <li>Reinforce the service team by learning MetLife’s systems and processes to support service team – includes partnering with internal partners and external customers to deliver on customer needs, assisting with problem solving through a consultative approach, and executing on the end-to-end customer experience</li> </ul> <ul> <li>Generate reports to track/report activities, identify trends, progress, and strategies</li> <li>Perform other related duties as assigned or required </li> </ul> Essential Business Experience and Technical Skills: Required: <ul type="disc"> <li>3+ years of equivalent experience within the insurance space.</li> <li>Excellent organizational, interpersonal, and communication and presentation skills, both written and verbal</li> <li>Ability to work autonomously, effectively handle multiple tasks, prioritize deadlines appropriately, and remain flexible.</li> <li>Strong knowledge of Microsoft Excel, Word &amp; PowerPoint</li> <li>Undergraduate degree required </li> <li>Proficient with Microsoft Office software.</li> </ul> Preferred: <ul type="disc"> <li>Preferred Bachelor's degree in related field or equivalent experience</li> <li>Comfortable with onsite in-person meeting</li> <li>Dedication to quality improvement and work product excellence</li> <li>Bilingual is a plus</li> </ul> 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.

MetLife

Client Services Consultant - Vision

WHO WE ARERelation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FORThe Senior Client Service Specialist assists the Account Management and Consulting teams in servicing and retaining clients. The Senior Client Service Specialist responds promptly to requests from clients, prospects and members of the production and account management staff. The individual in this role is expected to project a professional company image through all interaction with clients, insurance carriers, vendors, team members and others.A GLIMPSE INTO YOUR DAY<ul> <li>Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner.</li> <li>Serves as a client advocate and a point of contact for assigned accounts.</li> <li>Assists in managing client expectations, service commitments, and anticipates needs of the client.</li> <li>Answers correspondence related to client’s employee benefit plans in a timely manner. Documents all client interaction and updates client service logs.</li> <li>Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures and best practices.</li> <li>Quickly identifies and resolves basic client service issues. Assists with identifying, conducting research, and resolving participant benefit issues. </li> <li>Conducts research on billing issues on behalf of the clients.</li> <li>Coordinates with clients on the accumulation of census data, history of plans, and all other data for insurance carrier quotes as directed. </li> <li>Researches client issues by contacting carriers and vendors on behalf of the client and determines when issues need to be escalated.</li> <li>Creates client monthly, quarterly and annual reports utilizing Relation templates and software.</li> <li>Provides client compliance support including ACA, SPD preparation, 5500 filings and actuary reports. </li> <li>Assists with managing open enrollment and the preparation of presentation materials, employee handouts, and other informational tools for client meetings.</li> <li>Enters benefit enrollments and terminations for assigned clients.</li> <li>Assists with the creation of client presentations using Excel and PowerPoint.</li> <li>Reviews Summary Plan Descriptions (SPD) from the carrier and compares it to the client's benefits for accuracy.</li> <li>Assists with creating spreadsheets and premium allocations.</li> <li>Prepares summaries of insurance with guidance from Account Manager and other service team members.</li> <li>Recommends process improvements as needed.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul>WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul> <li>A Life, Health and Accident License from state of domicile is required within 90 days of hire and must be maintained thereafter.</li> <li>High School Diploma or equivalent required.</li> <li>Minimum of 5+ years of Customer Service experience.</li> <li>At least 1-year previous Life, Health and Accident experience.</li> <li>Bilingual (English/Spanish) preferred; may be required, depending on location.</li> <li>Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.</li> <li>Prior experience with agency management systems software and online rating systems preferred.</li> <li>Proficient in using computers and Microsoft Office Suite (emphasis on Excel). Must be computer literate with the ability to learn new software.</li> <li>Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others.</li> <li>Ability to work independently with limited daily supervision and to work effectively in a team environment.</li> <li>Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.</li> </ul>WHY CHOOSE RELATION?<ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. </li> <li>Career advancement and development opportunities.</li> </ul>.Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$16.55 - $34.38

Relation Insurance

Senior Client Service Specialist - Employee Benefits

The Home Depot

Warehouse Support

Customer Service/Sales

<h2>Job Details</h2> Job Location Tulsa Headquarters - Tulsa, OK Position Type Full Time Job Category Nonprofit - Social Services <h2>Description</h2> Our work touches the mind, body, heart and ultimately the spirit of those we serve. Some people can’t imagine doing what we do. We can’t imagine not doing it! We are currently seeking a Housing Support Specialist to join our team in Tulsa, OK! Volunteers of America is one of the nation’s largest comprehensive human services organizations with 16,000 mission-driven professionals, dedicated to helping those in need rebuild their lives and reach their full potential. What You Will Do to Change Lives The Housing Support Specialist will cover a set caseload, provide case management, skills training, and referral services for conumers experiencing homelessness or mental health disorders. This position is responsible for completing assessments, service planning, effective coordination of appropriate community services and crisis intervention. In this role you will act as liaison between consumers, their families and service providers. What’s In It For You! <ul> <li>$500 Sign-On Bonus</li> <li>Pay up to $17.00/Hour</li> <li>Medical, dental, and vision insurance</li> <li>Paid time off (PTO), Sick Leave, Paid Holidays </li> <li>Employer paid Short Term &amp; Long Term Disability </li> <li>Employee Assistance Program</li> <li>Retirement plan </li> <li>Ask about qualifying for FEDERAL STUDENT LOAN FORGIVENESS</li> </ul> Essential Duties and Responsibilities: <ul> <li>Will conduct referral, follow-up, monitoring, and advocacy between consumers and community resources.</li> <li>Able to lead individual and group sessions.</li> <li>Transportation of consumers when required.</li> <li>Complete assessment and provide services according to the Individual Services Plan (ISP).</li> <li>Link consumers and/or their families to appropriate community resources, as necessary.</li> <li>Act as landlord liaison, recruiting new landlords and maintaining relationships with current landlords.</li> </ul> <h2>Qualifications</h2> What You Will Bring: <ul> <li>Requires travel, primarily within the Tulsa, OK area. May require occasional travel outside of Tulsa, OK.</li> <li>Ability to be on call 24 hours a day, 7 days a week, including evenings, weekends and holidays.</li> <li>Competent user of all MS Office Suite applications (Outlook, Word, Excel, PowerPoint, etc.) required.</li> <li>Ability to maintain interpersonal relationships with consumers, their family members, landlords, referral sources, the general public and outside agencies.</li> <li>Strong decision making and organizational skills. Must be self-directed/motivated with sound judgment under stressful situations.</li> </ul> Education &amp; Experience Requirements: Bachelor's degree and/or equivalent experience in human services, behavioral health or related field required. Volunteers of America of Oklahoma provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Apply today and come be a part of the passion, the mission and the tradition! Learn more about us and apply at <a href="http://www.voaok.org" target="_blank">www.voaok.org</a>.

114 Customer Service Jobs in Owasso, OK, USA