Provide remote assistance via video conferencing and phone to members and non-members.
Analyze, establish and update personal and business member relationships while recommending appropriate products and services.
Meet or exceed all sales and performance goals through key performance indicators and core values.
Randolph-Brooks Federal Credit Union (RBFCU) is the largest credit union in Texas with more than 1 million members and total assets exceeding $15 billion. Recognized for financial stability and frequently acknowledged as one of the best workplaces in Texas, RBFCU offers a culture of growth and service.
Serve as a primary point of contact for assigned accounts, supporting planning, implementation, and ongoing program success.
Coordinate resources across internal teams to ensure seamless delivery of digital learning solutions.
Build trusted relationships with customers and provide consultative recommendations to improve program effectiveness.
The partner company delivers innovative digital learning solutions to help organizations implement and optimize educational programs. They maintain a collaborative, remote-first culture with a focus on customer success and continuous improvement.
Customer-centric inbound and outbound communication that meets company quality standards
Investigation and verification of credit, employment, and financial information supporting mortgage underwriting
Management of incoming and pending supplement requests with attention to detail and turnaround time
Altisource drives innovation that powers the mortgage and real estate lifecycle. They foster an inclusive culture celebrating diverse voices and are committed to fair hiring.
Meet virtually with pre-qualified clients to understand their needs and explain benefit options.
Guide clients through the enrollment process and maintain accurate records with follow-up.
Build lasting relationships through exceptional customer service in a remote environment.
Global Elite Empire Consultants is an independent third-party recruiting firm helping clients with financial protection and benefits. The company offers a remote, mentor-driven culture focused on training, performance, and career growth.
Converse virtually with clients to weave financial strategies that empower.
Cultivate client bonds that stand the test of time.
Ride the crest of industry trends to fortify your knowledge.
Global Elite Empire Consultants is a third-party recruiter connecting candidates with financial services roles. They offer a remote, energetic team environment with comprehensive training and rapid growth opportunities.
Serve as the primary point of contact for teammate questions and manage the Zendesk service desk queue.,
Support employee lifecycle processes including onboarding, offboarding, and documentation while ensuring a seamless experience.,
Plan and execute teammate engagement initiatives, recognition programs, and global events to foster connection and culture.
Gainsight is the AI-powered retention engine behind the world's most customer-centric companies, orchestrating the customer journey from onboarding to outcomes to advocacy. With over 2,000 customers and a human-first culture, Gainsight fosters collaboration, curiosity, and a focus on solving real-world problems.
Guide members through onboarding and ongoing support via daily video calls, serving as a trusted resource for accounting, tax, and payroll inquiries.
Apply deep accounting expertise to break down complex topics, including S-Corp payroll and tax considerations, into clear explanations.
Deliver exceptional member experience with a customer-first mindset, maintaining accurate documentation and collaborating cross-functionally.
Collective provides an all-in-one platform for self-employed individuals, handling business incorporation, accounting, and tax services. Backed by notable investors, the company offers a fast-paced, customer-centric culture with a remote-friendly environment.
Answer inbound calls and make outbound calls to participants enrolled in the Condition Management Program.
Assist participants via email and online messaging, and accurately document all participant communications.
Work independently and in a team environment with strong customer service skills; no experience required as training is provided.
Cottingham and Butler's Health and Wellness division focuses on reducing medical costs while increasing employee engagement and productivity through onsite screenings, technology, and condition management programs. They value an open-door culture where team opinions are appreciated.
Speak with interested clients about their benefit options.
Walk clients through simple options and help them get set up.
Work remotely with flexible hours and performance-based income.
Global Elite Empire Consultants is a third-party recruiter that helps connect clients with benefit options. The company operates remotely and seeks motivated individuals to work independently.
Respond to inbound customer calls and provide exceptional service for financial products.
Manage customer inquiries, payment processing, and account updates.
Maintain high-quality communication and adaptability in a remote, fast-paced environment.
Enova International is a leading financial technology company that provides online financial services through its AI and machine learning-powered platform. It is a values-driven organization with a focus on inclusion and culture, employing a diverse workforce.
Drive revenue growth by managing client relationships and developing close alliances with senior client management.
Uncover new business opportunities by building relationships with new partners across the financial services industry.
Collaborate with cross-functional teams to balance priorities, handle issues, and identify opportunities for growth.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. We have an amazing team of 25,200 people in 32 countries.
Conduct virtual consultations with clients to assess their financial needs.
Provide tailored solutions and build lasting relationships through periodic check-ins.
Complete administrative tasks such as note-taking and appointment setting.
Global Elite Empire Consultants is a third-party recruiter specializing in connecting candidates with opportunities in the insurance industry. The company offers a remote work environment with flexible scheduling and performance-based advancement.
Serve as the primary point of contact for members by handling inbound phone calls and providing timely support via email and SMS.
Deliver a concierge-level experience by answering questions, resolving issues, and guiding members through the Lifeforce journey with empathy.
Navigate multiple systems, document interactions accurately, and collaborate with clinical, diagnostic, and operations teams to ensure seamless member experiences.
Lifeforce is a longevity medicine program that provides comprehensive diagnostics, clinical experts, health coaches, and personalized protocols to help people optimize their health. The company is a fast-paced, fully remote startup with a concierge-level customer experience culture.
Providing friendly, professional support to customers via phone, email, and live chat.
Resolving issues efficiently while taking full ownership of each case from start to finish.
Proactively identifying ways to improve customer experience and suggesting process improvements.
Capital on Tap is a financial platform providing a business credit card, spend management tools, and savings products for small businesses. With over 1,000 employees, £20bn in annual card spend, and 200,000+ customers, the company is profitable and growing.
Manage opportunities within current business accounts by cross-selling new products to existing customers.
Consult with C-level decision makers to understand needs and develop complex solutions for financial institutions.
Increase revenue by closing deals and building trust with teammates and customers.
Experian is a global data and technology company that powers opportunities by using data, analytics, and software to redefine lending, prevent fraud, and create marketing solutions. They have 22,500 employees across 32 countries and are recognized for their people-first culture, including being named a World's Best Workplace in 2024.
Support daily retirement plan operations, monitoring workflows and prioritizing tasks.
Provide account support for benefit payment processing, participant inquiries, and data reconciliation.
Research and resolve routine or complex issues, documenting actions and escalating appropriately.
They provide retirement plan administration services at the intersection of financial services and technology. The culture emphasizes collaboration, inclusion, and professional growth.
Serve as the primary point of contact for a portfolio of employer customers, providing white-glove service throughout their lifecycle.
Advocate for and assist customers in leveraging modern tools, including AI-powered solutions, to optimize benefit administration.
Increase value and drive revenue by cross-selling Lively products and facilitating onboarding and implementation.
Lively provides user-centric benefit solutions, including a top-rated modern HSA and a full suite of benefits for companies, consumers, and financial institutions. It is a remote-first company headquartered in San Francisco with employees across the US.
Create a welcoming experience by authentically engaging every caller and providing a world-class experience.
Thoroughly and accurately answer questions about customers' healthcare accounts and provide appropriate solutions.
Handle 35-50+ inbound and outbound phone calls per day and work closely with claim staff to adjust claims.
Point C Health is a national third-party administrator that delivers customized self-funded benefit programs. They are a mission-driven company with a focus on partnership, innovation, and a supportive culture.
Contribute directly to improving Provider experience through timely credentialing and enrollment.
Collaborate with cross-functional teams to support new payer launches and share operational insights.
Help educate credentialing associates as new processes and payers are introduced.
Rula is a remote-first company that makes mental health care more accessible by streamlining provider onboarding. The team values diversity, equity, and inclusion, fostering a culture of belonging.