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<h2 id="jobDescriptionHeading"> Job Description </h2> The Oklahoma Heart Institute is hiring a Full-Time PA or ACNP to join our nationally recognized Cardiothoracic/Vascular program in beautiful Tulsa, OK. The position is open to Physician Assistants, Clinical Nurse Specialists, and Acute Care Nurse Practitioners interested in a 4-10 Saturday-Tuesday schedule(with rotating holidays). In this role, you will be providing hospital coverage for at least your first 6 months as part of your training, with the potential for clinic coverage in the future. The ideal candidate can be a new grad, but experience is preferred: they must excel in a fast-paced, busy clinic, be efficient with charting, and be focused on patient care. Position Highlights: <ul> <li>Full-Time Employment</li> <li>Inpatient/Outpatient mixed setting</li> <li>10-Hour Shifts, Saturday-Tuesday, rotating holidays</li> <li>No call coverage requirement (paid call coverage is available on an optional basis)</li> <li>Patient Load: 12-18 in clinic; hospital varies on volume</li> <li>Effective Charting: Epic EMR</li> </ul> Compensation&amp; Benefits Caring for our team members is part of our purpose. We do this by working to provide high-quality, affordable benefits that support you and your family's health and financial well-being. Your recruitment package may include: <ul> <li>Base Salary + wRVU Production Incentive</li> <li>CME/CEU Allowance</li> <li>Sign-On Bonus</li> <li>Medical Debt Assistance + Consultative Services by Navigate Student Loans</li> <li>Relocation Allowance</li> <li>Paid Malpractice Coverage</li> <li>Health Benefits + Retirement Plan</li> <li>Marketing + Practice Growth Assistance</li> </ul> About Us: A part of Hillcrest HealthCare System, Oklahoma Heart Institute (OHI) is the region’s largest and most advanced hospital dedicated to the prevention, diagnosis and treatment of heart disease. Located on the campus of Hillcrest Medical Center, OHI combines the expertise of nationally recognized cardiovascular physicians with the region’s most advanced technology and personalized patient care. From groundbreaking research and first-time procedures to exceptional quality outcomes, Oklahoma Heart Institute has earned a reputation as one of the finest tertiary cardiovascular care programs in the country. About Our Community: Located in northeastern Oklahoma, Tulsa is Oklahoma's second largest city, beautifully situated on the Arkansas River. Home to the University of Tulsa and a population of more than 404,000, residents enjoy a thriving outdoor recreation hub, coupled with a safe metropolitan experience featuring fun eateries in addition to amazing arts and cultural offerings. 122 mi NE of Oklahoma City]]&gt;

Utica Park Clinic

Generous Package + Supportive Team: Cardiothoracic Inpatient/Outpatient Opportunity at OHI

Client Success Manager Location: Hybrid – Tulsa, OK | In-office Tuesday–Thursday, Remote Monday &amp; FridayAt ConsumerAffairs, we believe strong partnerships drive big results. We’re searching for an experienced Client Success Manager to join our Reputation Management Team and play a key role in helping our partners achieve their goals, grow their businesses, and see measurable success through our platform.As the face of ConsumerAffairs to your clients, you’ll serve as a trusted advisor, advocate, and strategic thinker—building strong relationships and ensuring our clients receive consistent value at every stage of the journey.What You’ll Do:<ul> <li> Drive client outcomes by understanding their success criteria, business drivers, and long-term goals </li> <li> Build and maintain strong relationships with key client stakeholders </li> <li> Facilitate smooth onboarding for new clients to set a solid foundation for adoption </li> <li> Proactively monitor client health, identify risks, and implement strategies to mitigate churn </li> <li> Develop strategic plans tailored to clients’ unique business needs </li> <li> Analyze client data to identify insights, increase engagement, and boost product utilization </li> <li> Lead compelling demos of ConsumerAffairs features for current and prospective partners </li> <li> Conduct regular check-ins to ensure continued success and alignment </li> <li> Recommend process improvements for scalable, high-impact engagement </li> <li> Swiftly resolve ad-hoc client needs and ensure a seamless experience </li> <li> Identify opportunities to expand partnerships and grow accounts </li> <li> Collaborate cross-functionally with sales, engineering, and senior leadership </li> <li> Maintain accurate data and reporting to support operational excellence</li> </ul> What You Bring:<ul> <li> Proven experience as a Client Success Manager, Account Manager, or Relationship Manager </li> <li> A strong track record of meeting and exceeding retention and growth targets </li> <li> Experience tracking and analyzing KPIs like customer satisfaction and engagement </li> <li> Skilled in creating clear, professional presentations and telling data-driven stories </li> <li> SaaS or tech industry experience is a strong plus </li> <li> Excellent communication, organization, and problem-solving skills </li> <li> A proactive mindset with a passion for helping clients succeed</li> </ul> <ul> <li>Health Care Plan (Medical, Dental &amp; Vision)</li> <li>Retirement Plan (401k)</li> <li>Life Insurance (Basic, Voluntary &amp; AD&amp;D)</li> <li>Paid Time Off (Vacation, Sick &amp; Public Holidays)</li> <li>Family Leave (Maternity, Paternity)</li> <li>Short Term &amp; Long Term Disability</li> <li>Training &amp; Development</li> <li>Hybrid Schedule</li> <li>Free Food &amp; Snacks</li> </ul>

ConsumerAffairs

Client Success Manager

<h2>Job Details</h2> Job Location AAON Tulsa - Tulsa, OK Position Type Full Time Salary Range $15.71 - $23.56 Hourly Job Shift Day <h2>Description</h2> Job Summary: Responds to customer's inquiries or complaints regarding the organization's products or services. Makes periodic calls to existing customers to determine satisfaction with the organization, products, and services. Determines best method to resolve problems to ensure customer satisfaction and adherence to the organization's policies. Coordinates problem resolution with appropriate departments. Informs customers of standard procedures or resolution of problem. Follows up to ensure customer satisfaction. Possesses knowledge of the organization's policies, procedures, practices, products and services. Job Duties and Responsibilities: <ul> <li>Address customer inquiries or complaints about the organization's products or services.</li> <li>Make regular calls to existing customers to gauge their satisfaction with the organization, products, and services.</li> <li>Determine the best approach to resolve problems and ensure customer satisfaction, following organizational policies.</li> <li>Coordinate with relevant departments to resolve issues and inform customers of standard procedures or solutions.</li> <li>Follow up with customers to ensure continued satisfaction.</li> <li>Possess knowledge of the organization's policies, procedures, practices, products, and services.</li> </ul> <h2>Qualifications</h2> Educational Requirements: High School Diploma with advance proficiency in all MS Office Programs. Associate or Technical degree in business, sales or related field with 1 year experience in customer service or related position preferred. Knowledge, Skills, and Abilities: <ul> <li>Must demonstrate analytical, problem solving, and interpersonal skills</li> <li>Excellent written and verbal communication skills</li> <li>Able to work independently and with others </li> <li>High attention to detail</li> <li>Demonstrates strong multi-tasking capabilities and organizational skills.</li> </ul> Physical Requirements and Working Conditions: <ul> <li>Work requires frequent exposure to manufacturing facilities with seasonal hot and cold temperatures, dust, and some chemical fume exposure. </li> <li>Ability to sit comfortably for prolonged periods of time. </li> <li>Ability for occasional travel as the job may require visiting customers and project sites. </li> </ul> Disclaimer: AAON reserves the right to alter job responsibilities at any given time. AAON 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 policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Aaon

Customer Service Representative I

R10064510 Customer Experience (CX) Representative - Southwest Region (Open)Location:Tulsa, OK - W. 7th St. - Management - Central BSC<h2>How will you CONTRIBUTE and GROW?</h2>The Customer Experience (CX) Representative is responsible for the daily tasks related to collection efforts of a portfolio of customer accounts and resolving customer issues related to billing, pricing, cylinder discrepancies, cash applications, as well as various other customer issues. The CXR will effectively communicate and support the Division’s collection goals, while providing quality customer service. The CXR will obtain an understanding of Company policies and procedures, and will actively pursue knowledge of skills and tools to be used in all collection efforts. Recognition of significant credit risks and escalation of these matters are critical. Collection efforts are time sensitive, requiring excellent skills in organization and management of time, efforts, and resources. From time to time, research will be required, the CXR will employ skills and resources to achieve a thorough understanding of information. This position has a hybrid work arrangement with scheduled days in our downtown Tulsa office combined with days available to work from home, after initial training.In particular, you will:<ul> <li>Identify account risks, potential credit problems, spotting AR trends, disputes, and other customer issues. Service oriented, effective communications, follow up skills, critical thinking, team player, conflict resolution skills, adaptability, active listening, decision making, extreme ownership, and empathy.</li> <li>Communicates potential risks to CX Supervisor, as well as field contacts (Branch Manager, Account Manager, Area Sales Manager, or District Manager). </li> <li>Escalate significant matters to Accounts Receivable Supervisor and up.</li> <li>Contact customers regarding invoices/accounts which are past due. Provide information as requested in order to facilitate a quick remittance. Obtain future pay information.</li> <li>Review/release/escalate sales on a routine basis throughout the work day.</li> <li>Prioritize portfolio so collection efforts result in maximum benefits. Watch for key indicators when a customer account is falling behind, becoming delinquent.</li> <li>Maintain quality relationships with branch managers, account managers, district managers and AVPs. These relationships can be critical with collection efforts. Involve regional collections managers when possible and keep them informed of issues at all times.</li> <li>Documentation is critical, log conversations, e-mails and other communications. Organize documentation to facilitate follow-up efforts. Initiate appropriate follow-up action on mail returned as undeliverable.</li> <li>Identify errors and discrepancies on customers’ accounts. Create, investigate, and resolve disputes from beginning to end.</li> <li>General understanding of all other CX disciplines: cash apps, data integrity, account set up, credit, tax, cylinder assets, analytics, disputes, credit memos, pricing</li> <li>Utilize customer service skills at all times to ensure collections efforts do not impair customer relationships.</li> <li>Special projects and other duties as assigned.</li> </ul><h2>________________________</h2><h2>Are you a MATCH? </h2><ul> <li>High school diploma or equivalent.</li> <li>Some commercial collection experience is preferred.</li> <li>Experience with SAP and/or ERP systems a plus, basic Excel/Google Sheets experience.</li> <li>A proven track record of success in prior collection roles, a plus.</li> <li>An ability to see the collections operation as a financially oriented customer service function which balances cost control with support for the business.</li> <li>The candidate must be able to problem solve and quickly research solutions</li> <li>The successful candidate must have a strong “client service” mindset and the ability to use collaborative and non-adversarial approaches in achieving diverse goals.</li> <li>Bilingual (Spanish) a plus, but not required.</li> <li>Ability to manage multiple priorities.</li> </ul>​________________________We care about and support our Airgas Families. This is evident not only through our competitive compensation but also through a comprehensive benefits package that includes medical, dental, and vision plans, vacation, sick time, floating holidays, and paid holidays for full-time employees. We provide a progressive parental leave package for our eligible Airgas parents, offering generous paid time off for the birth or placement of children, including 14 weeks of paid child birth benefit for birth mothers on leave, as well as paid parental leave benefits for other associates. Additionally, we offer our employees a 401k plan with company matching funds, tuition reimbursement, discounted college tuition for employees’ dependents, and an Airgas Scholarship Program for dependent children._________________________Your differences enhance our performanceAt Airgas, we are committed to building a diverse and inclusive workplace that embraces the diversity of our employees, our customers, patients, community stakeholders and cultures across the world.We welcome and consider applications from all qualified applicants, regardless of their race, gender, sexual orientation, religion, disability or any other protected characteristic. We strongly believe a diverse organization opens up opportunities for people to express their talent, both individually and collectively and it helps foster our ability to innovate by living our fundamentals, acting for our success and creating an engaging environment in a changing world._________________________Equal Employment Opportunity Information We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. Please click<a href="https://www.dol.gov/sites/dolgov/files/OFCCP/regs/compliance/posters/pdf/22-088_EEOC_KnowYourRights.pdf" target="_blank"> here</a> to view the EEO Know Your Rights poster and<a href="https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf" target="_blank"> here</a> to view the Pay Transparency Nondiscrimination poster. Airgas, an Air Liquide Company invites any applicant and/or employee to review the Company’s written Affirmative Action Plan or Policy Statement. This plan or policy statement is available for inspection upon request.Airgas, an Air Liquide Company and its group of companies does not discriminate against qualified applicants with disabilities and is committed to providing reasonable accommodations to the known disabilities of such individuals so as to ensure equal access to benefits and privileges of employment. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact us by email at <a href="#">us-accommodationrequest@airgas.com</a>._________________________<a href="http://www.airgas.com/california-privacy" target="_blank">California Privacy Notice</a>

Airgas Incorporated

Customer Experience (CX) Representative - Southwest Region

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 primary responsibility of the Client Service Specialist is to provide assistance to the Company’s client base by working in partnership with the Sales and Account Management Teams. This is accomplished by accurately handling incoming and outbound calls and emails from clients and participants regarding retirement, life, and annuity investment products. The Client Service Specialist will build relationships with Relation Sales Producers, Account Managers and clients to encourage new and repeat business opportunities. This individual may be the first point of contact between Relation and potential clients; therefore, it is important that the Client Service Specialist be a skilled communicator with the ability to create a positive first impression of the Company.A GLIMPSE INTO YOUR DAY<ul> <li>Develops professional business relationships with Sales Producers, Accountant Managers and clients.</li> <li>Makes calls to qualify prospects and secure initial meetings for Sales Producers.</li> <li>Handles incoming and outbound calls, emails and other inquiries from clients and participants regarding retirement, life, and annuity investment products.</li> <li>Processes invoices in agency management system and manages customer accounts receivables.</li> <li>Assists in the generation and delivery of annual regulatory reports.</li> <li>Performs research for escalated client and/or participant issues.</li> <li>Participates in renewal and prospect discussions with Sales Producers and Account Managers.</li> <li>Assists in generating plan reports with delivery to stakeholders (Sales Producers, Account Managers, and Clients).</li> <li>Assists Sales Producers and Account Managers in preparing quotations, renewal presentations and reports for clients.</li> <li>May assist in the preparation of proposals for potential clients.</li> <li>Participates in a team-based environment to achieve department goals.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul>WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul> <li>High School Diploma or its equivalent.</li> <li>2-4 years’ Customer Service experience.</li> <li>Experience in the financial services industry preferred.</li> <li>FINRA Series 6 or 7 at time of application and a Series 63 and 65 or 66 within 6 months of hire</li> <li>Basic knowledge related to benefit and/or retirement plans, i.e. deferrals, contributions, distributions, loans, calculations, testing, Form 5500, Safe Harbor, self-funded insurance plans.</li> <li>Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li> <li>Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications.</li> <li>Must be able to understand written and oral communications and interpret information written within plan documents.</li> <li>Working knowledge of the laws and regulations associated with HIPAA.</li> <li>Ability to prioritize and handle multiple tasks in a demanding work environment.</li> <li>Willingness to adhere to all principles of confidentiality.</li> <li>Ability to work independently and as part of a team.</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. .$0.00 - $0.00

Relation Insurance

Client Service Specialist - Wealth

<a href="#">Apply</a> Description Background: Tulsa Innovation Labs LLC (TIL) is a tech-led economic development organization headquartered in Tulsa, OK pioneered by the George Kaiser Family Foundation. The organization is responsible for catalyzing Tulsa’s leadership in advanced industries such as energy tech, advanced air mobility, virtual health, and cyber. We believe that by building a world-class tech hub in America’s heartland, we unlock opportunity for all. The organization was founded in January 2020 and has already experienced significant momentum including its $38.2M Build Back Better Regional Challenge win and recent $51.7M Tech Hubs award from the US Department of Commerce. Now, TIL is emerging from startup-phase and has established itself as a system hub and community leader, requiring additional emphasis on scaling-up operations and organizational capacity. Position Summary: The Director of Industry and Corporate Relationships will lead Tulsa Innovation Labs’ (TIL) efforts to engage national and international corporations in advancing Tulsa’s economic development priorities. This role is pivotal in forging high-impact partnerships that enhance capital access, workforce development, and infrastructure initiatives. Rather than focusing on the quantity of relationships, success in this role hinges on the strategic value and outcomes of these partnerships. The ideal candidate will have a strong grasp of industry dynamics, the ability to navigate corporate structures, and the strategic insight to translate business challenges into opportunities for TIL and the Tulsa region. This individual must be a trusted connector, convener, and influencer—aligning corporate partners with TIL’s mission while ensuring long-term, mutually beneficial collaborations. Key Responsibilities: <ul> <li>Develop &amp; Execute Engagement Strategy – Identify and prioritize corporate targets aligned with TIL’s strategic initiatives. Lead engagement of these companies regularly with a tailored partnership approach. </li> <li>Corporate Relationship Management – Build deep knowledge of each partner’s business model, leadership structure, priorities, and decision-making processes to foster meaningful collaboration, documenting opportunities and sharing insights across the the TIL system. </li> <li>Cross-Functional Collaboration – Work closely with TIL’s executive leadership and initiatives teams to lead the integration of corporate partnerships into broader TIL efforts and economic development strategies. </li> <li>Partnership Development – Identify and cultivate opportunities for external funding, workforce development collaborations, and infrastructure investments that drive TIL’s mission forward.</li> <li>Strategic Influence – Engage senior executives at national and global corporations, navigating complex decision-making environments to build alignment and unlock resources for Tulsa.</li> <li>Programming &amp; Events Integration – Collaborate with TIL’s events and programming team to leverage conferences, networking events, and curated engagements that strengthen relationships with key corporate stakeholders. </li> <li>Thought Leadership &amp; Market Intelligence – Stay ahead of industry trends, investment shifts, and corporate initiatives that could impact Tulsa’s economic landscape. Serve as an internal advisor on emerging business opportunities.</li> <li>Representation &amp; Advocacy – Represent TIL at national industry conferences, executive roundtables, and key forums to position Tulsa as a premier partner for corporate innovation and expansion.</li> </ul> Requirements Ideal Candidate Profile: Qualifications &amp; Competencies: Required: <ul> <li>Bachelor’s degree in business, public administration, economic development, or a related field.</li> <li>8+ years of experience in economic development, corporate engagement, strategic partnerships, or business development.</li> <li>Proven ability to engage senior corporate leaders and drive long-term partnerships.</li> <li>Strong understanding of corporate structures, decision-making, and economic development dynamics.</li> <li>Experience working across cross-functional teams to execute large-scale initiatives.</li> <li>Excellent communication, negotiation, and strategic thinking skills.</li> </ul> Preferred: <ul> <li>Experience with capital attraction, workforce strategy, or innovation ecosystems.</li> <li>Familiarity with CRM and productivity tools (salesforce, asana) </li> </ul> Key Competencies: <ul> <li>Strategic Connector – Ability to identify and link corporate priorities with TIL’s mission.</li> <li>Trusted Influencer – Comfortable engaging C-suite executives and senior decision-makers.</li> <li>Adaptive Problem-Solver – Thrives in ambiguous, evolving environments and proactively drives solutions.</li> <li>Compelling Communicator – Strong ability to articulate complex ideas, craft compelling pitches, and foster engagement.</li> <li>Action-Oriented &amp; Intentional – Demonstrates urgency and proactive execution.</li> <li>Collaborative &amp; Agile – Works effectively across teams, aligning resources to maximize impact.</li> </ul> Physical Requirements: <ul> <li>Communicate: Frequent phone, in-person, and messaging communication via various platforms. Must be able to exchange information effectively and accurately in all elements of verbal and written communication. </li> <li>Operate: Constant operation of computer, phones, and other office productivity tools.</li> <li>Willingness and ability to travel between program and related stakeholder locations, and service provider/vendor offices as required. </li> </ul> Hours &amp; Location: <ul> <li>Position is based in Tulsa within TIL headquarters located at 3 North Cheyenne Ave.</li> <li>Typical work hours are Monday – Friday from 8:00 to 5:00, with flexibility required for various events, meetings, and relevant business needs.</li> </ul> About our Benefits As part of our overall compensation package, we offer work/life flexibility, comprehensive health benefits, paid time off, and a generous retirement contributions designed to support you and your family. Details: <ul> <li>100% employer paid medical, dental, and long-term disability for full-time employees only. Option to add vision and dependents.</li> <li>401K employee and employer contributions.</li> <li>Paid time off to support you while you are out of the office.</li> <li>Paid holidays so our employees can spend time with those they care about.</li> <li>Employer paid AD&amp;D life insurance, with employee options to add supplemental life insurance.</li> </ul>

Tulsa Innovation Labs

Director, Industry and Corporate Relationships

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

75 Customer Service Jobs in Oklahoma