Document cases and manage inquiries in Salesforce.
They support retirement plan participants with distribution and account inquiries. The work environment is fast-paced, customer-focused, and team-oriented.
Answer participant services phone calls and emails related to retirement plan withdrawal and loan transactions.
Work with participants and clients to initiate requests through recordkeeper sites and answer questions on pending requests.
Pursue NIPA Distribution Administrator and Loan Administrator Certificates with paid training provided.
Nova 401(k) Associates provides retirement plan administration and customer support services for plan participants and clients. We are a committed team that values clear communication and professional development.
Handle and respond to customer inquiries with professionalism and active listening.
Resolve issues on the first call by being proactive and calmly de-escalating concerns.
Track call information for auditing and report feedback while escalating when necessary.
TP is a leading global provider of digital business services, partnering with prominent brands to optimize operations through technology and sustainable practices. With 500,000 employees across 300 languages, we value inclusion, diversity, and career growth.
Handle member transactions, inquiries, and online banking support over the phone while promoting a service culture.
Identify sales opportunities by introducing loan programs and credit union products to meet member needs.
Maintain security and fraud-prevention procedures while working toward referral and production goals.
Peak Credit Union is a member-owned financial cooperative that provides banking products, loans, and member support to individuals and local communities. The company emphasizes a friendly, service-focused culture and offers comprehensive benefits, though its employee count is not stated in the posting.
Handle inbound and outbound calls to assist customers and insurance agents with documentation and loan requirements.
Educate callers on required insurance documentation, resolve inquiries, and complete loan transactions accurately.
Maintain customer confidentiality and deliver high-quality support in a fast-paced remote environment.
HUB International is one of North America's largest insurance brokers, offering risk management, insurance, and benefits solutions. With over 500 offices across North America, it fosters an entrepreneurial, collaborative culture focused on employee growth.
Manage inbound calls and virtual teller sessions, resolving member inquiries about accounts and transactions.
Refer quality loan opportunities based on member needs and educate members on appropriate products and services.
Adhere to credit union procedures and federal compliance regulations while completing training and supporting team goals.
GTE Financial is a credit union dedicated to delivering remarkable member experiences through financial solutions and community impact. Recognized as a top workplace by Newsweek and American Banker, it fosters an award-winning culture focused on employee growth and well-being.
Answer and track incoming calls while navigating multiple systems.
Document sensitive information accurately and escalate calls as needed.
Conduct research and prepare detailed reports to support client operations.
CertMais provides outsourced call center and customer support services, handling client operations with accuracy and confidentiality. The company fosters a remote-first culture with collaborative tools, emphasizing adaptability and service excellence.
Manage a high volume of inbound calls and guide prospective customers through the loan application process.
Follow up with customers to encourage application completion and maintain accurate account records.
Deliver exceptional customer service with clear, professional, and empathetic communication.
Enova International is a financial technology company providing online financial services through AI and machine learning to create accessible credit for non-prime consumers and businesses. It is a values-driven organization focused on inclusion, culture, and employee development.
Contact healthcare providers to obtain and verify required medical record documentation.
Respond to telephone and written inquiries promptly and professionally, resolving issues efficiently.
Serve as a liaison between providers and internal departments while processing and validating received records.
Empower AI provides AI-powered solutions for federal government agencies, focusing on health, defense, and civilian missions. Headquartered in Reston, Va., the company has three decades of experience and is recognized as a 2024 Military Friendly Employer, supporting a diverse and veteran-friendly workforce.
Make outbound calls to prospective customers to discuss mortgage loan interest and refinancing needs
Gather customer financial information and communicate next steps to loan officers
Provide high-level customer service through email and phone to create an exceptional experience
New American Funding is a mortgage lender focused on helping customers achieve home financing goals through loan origination and refinancing. The company supports a customer-centered culture and offers a remote work environment.
Provide accurate and timely service for investment operations, transactions, and stakeholder inquiries.
Analyze operational data to identify trends, resolve issues, and recommend process improvements.
Support regulatory compliance and contribute to operational initiatives in a structured remote environment.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies through objective application review. It supports remote and diverse roles while maintaining an inclusive and equitable recruitment process.
Serve as the primary point of contact for callers with a warm, professional presence.
Manage scheduling, gather client information, and route calls to the right teams.
Work fully remotely using RingCentral, Google Workspace, and client management platforms.
The company provides professional client support and administrative services through a fully remote team. It fosters a collaborative, distributed culture focused on warm communication and long-term career growth.
Act as a customer-facing liaison, handling phone and email inquiries with professionalism.
Keep systems updated with detailed notes to guide future client interactions.
Collaborate with Senior Account Managers on problem-solving and conflict resolution.
OPENLANE is a technology company building a digital marketplace for used vehicles, providing data-driven insights to make wholesale easy. It has about 5,000 employees and a culture of curiosity, collaboration, and entrepreneurial spirit.
Assist customers on inbound and outbound calls from warm leads.
Help callers select the best storage space while meeting goals for courteous and professional service.
Demonstrate CORE values and directly contribute to growth in a remote team.
Store Space provides self storage solutions and helps customers find the right space through its remote call center team. The company values collaboration, growth, training, and internal promotion, with a culture focused on professional development.
Monitor team performance, review service metrics, and implement process improvements
Splash Financial is a financial technology company that helps consumers explore smarter borrowing options and connects them with lending partners through a digital platform. The company fosters a collaborative, customer-focused culture with an emphasis on innovation, operational efficiency, and continuous improvement.
Answer customer questions by phone, email, chat, and web accurately and courteously.
Resolve issues on first contact, escalate complex cases, and document every interaction in Zendesk.
Follow CTrides service standards, attend training, and support teammates to meet customer expectations.
We are the world's trusted infrastructure consulting firm, partnering with clients to solve complex challenges in water, environment, energy, transportation and buildings. Our global team of over 50,000 professionals delivers projects that create a positive and tangible impact around the world.
Address client employee insurance concerns, answer benefit-related questions, and assist with claims resolution.
Maintain detailed records in Salesforce and generate client analysis reports as needed.
Monitor resolution timelines to ensure benefit issues and claims are closed within the designated timeframe.
Foundation Risk Partners is an insurance brokerage and consulting firm, one of the fastest growing in the US, hiring for its Corporate Synergies team. The company offers a comprehensive benefits package and values exceptional customer service and collaboration.
Handle inbound and outbound customer communications regarding insurance policies, billing, and policy changes.
Use active listening and empathy to resolve customer issues and identify cross-selling opportunities.
Maintain accurate records and ensure compliance while working remotely within a structured environment.
The company is an insurance provider offering products and services that help individuals and families protect what matters most. It fosters an inclusive, respectful workplace and values employees for their qualifications, contributions, and abilities.
Answer inbound customer questions by phone and email about policies, endorsements, renewals, and general servicing.
Pull and send documents like certificates of insurance, declaration pages, and proof of coverage.
Partner with licensed agents on complex issues and keep records accurate across CRM and carrier platforms.
NerdWallet provides clarity for financial decisions, including an insurance arm for quoting and comparing home, auto, umbrella, and flood coverage. The company fosters an inclusive, flexible culture that supports employee growth and well-being.
Handle incoming calls and provide timely responses to member and provider inquiries.
Document customer interactions in a CRM system and maintain accurate account history.
Collaborate with team members and make outbound calls to follow up on voicemail and support operational needs.
Qualfon is a global provider of omnichannel customer experience and business support solutions, supporting clients with call center, lead generation, and ecommerce services. The company aims to create job opportunities and foster a supportive, purpose-driven team culture.