Client Services Representative

1 month ago


Clarks Summit, United States Baker Tilly US, LLP Full time

OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. ResponsibilitiesDo you want to be a part of a growing team where your skills and experience also grow?Join Baker Tilly Vantagen, a division of Baker Tilly Advisory Group LP, as a Client Services Representative (temporary) on our Benefits Administration team where exceptional people thrive.Does this describe you?You are highly organized, detail-oriented and enjoy supporting a team dedicated to providing exceptional client service.You enjoy helping others through a variety of channels, while supporting multiple lines of business.You want to grow, develop your skills, and build a career now, for tomorrow.This role is designed to provide our contact center with peak season support, which will begin in September and run through December and possibly extend until March 2025. Option to start mid-August is available. Conversion to a permanent employee at the end of the peak season is a possibility based on need and performance.Hours of operation are Mon-Fri from 8am-8pm, staggered shifts available.Responsibilities:Project a professional attitude and positive image.Support large volumes of inbound and outbound contacts promptly.Follow compliance guidelines and reference job aides when addressing varying topics.Identify customer needs, clarify information, research issues and provide next steps and solutions.Maintain ownership of contact experience and resolution for assigned casework.Build sustainable relationships with internal service partners.Keep detailed records of contacts in the agent ticketing system.Complete educational seminars to enhance knowledge, performance and maintain continuing educations requirements.Maintain awareness of client updates, policy or procedure changes.Demonstrate strong soft skills, including active listening, empathy, and adaptability. Anticipate customer needs and tailor responses accordingly.Accurately and actively utilize the ticketing process to collaborate with team members and resolve assigned cases.Ability to meet or exceed established goals for both internal call monitoring audits, contact metrics, and client satisfaction surveys.Adhere to attendance and punctuality standards.Adapt to change and meet the changing demands of the work environment.Assist other department personnel as needed due to fluctuating workloads.Perform other related duties as assigned.Compliance with HIPAA regulations and all Baker Tilly Vantagen guidelines. QualificationsHigh School Diploma required, Associates Degree preferred.A minimum of 1 year of service experience with high level of customer engagement.A basic understanding of health insurance terminology is preferred.Ability to effectively work in a contact center environment.Ability to work in high pressure environment and deal effectively with all customers.Commitment to high quality service.Excellent oral & written communication skills.Experience working in a remote position.Strong data entry skills and proficiency in the use of a PC, including use of multiple applications simultaneously.Ability to locate and interpret complex information from a variety of data sources.Ability to work in a fast-paced production and quality environment to meet required standards. Additional Information#LI-MN1



  • Clarks Summit, United States Baker Tilly Virchow Krause Full time

    Do you want to be a part of a growing team where your skills and experience also grow? Join Baker Tilly Vantagen, a division of Baker Tilly Advisory Group LP, as a Client Services Representative on our Benefits Administration team where exceptional p Client Service, Representative, Customer Engagement, Accounting, Retail, Skills


  • Clarks Summit, United States Baker Tilly US, LLP Full time

    Overview: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...


  • Lee's Summit, United States Frontier Justice Full time

    Job Type Full-time Description POSITION SUMMARY The Frontier Justice Client Service Representative is required to have top notch client service skills and product knowledge, across departments. The Client Service Representative plays a crucial role in ensuring client satisfaction and maintaining positive relationships between Frontier Justice and its...


  • Lee's Summit, United States Frontier Justice Full time

    Job DescriptionJob DescriptionDescription:POSITION SUMMARYThe Frontier Justice Client Service Representative is required to have top notch client service skills and product knowledge, across departments. The Client Service Representative plays a crucial role in ensuring client satisfaction and maintaining positive relationships between Frontier Justice and...


  • Clarks Summit, Pennsylvania, United States Baker Tilly US, LLP Full time

    Overview:Baker Tilly is a prominent advisory, tax, and assurance firm, offering clients a true coast-to-coast and global advantage in key regions of the U.S. and in many of the world's leading financial hubs – New York, London, San Francisco, Los Angeles, Chicago, and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) deliver...


  • Clarks Summit, Pennsylvania, United States Baker Tilly Virchow Krause Full time

    Position OverviewAs a Client Services Representative at Baker Tilly Virchow Krause, you will play a vital role in our Benefits Administration team. Your expertise in client engagement and customer support will be essential in delivering exceptional service to our clients.Key ResponsibilitiesProvide outstanding client support by addressing inquiries and...


  • Clarks Summit, Pennsylvania, United States Baker Tilly Virchow Krause Full time

    Position OverviewAs a Client Services Representative at Baker Tilly Virchow Krause, you will play a vital role in our Benefits Administration team. Your primary focus will be to deliver outstanding client service while ensuring the seamless management of client accounts.Key ResponsibilitiesProvide exceptional support to clients, addressing inquiries and...


  • Clarks Summit, United States Allstate Insurance Agency - John Joyce Full time

    Job DescriptionJob DescriptionBenefits/PerksCompetitive PayProfessional DevelopmentJob Stability in a growing industryJob DescriptionThe Personal Lines CSR at Allstate Insurance Agency - John Joyce is responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism...


  • Clarks Summit, Pennsylvania, United States Peoples Security Bank and Trust Company Full time

    Join the Team at Peoples Security Bank & TrustAre you ready to embark on a fulfilling career in the financial sector? At Peoples Security Bank & Trust, we pride ourselves on delivering outstanding service to our clients and communities. We are on the lookout for dedicated Personal Bankers to support our customers with their financial objectives while...


  • Clarks Summit, Pennsylvania, United States Peoples Security Bank and Trust Company Full time

    Join the Team at Peoples Security Bank & TrustAre you ready to embark on a fulfilling career in the banking sector? At Peoples Security Bank & Trust, we pride ourselves on delivering outstanding service to our clients and the communities we serve. We are currently on the lookout for dedicated Personal Bankers who will assist our customers with their...


  • Lee's Summit, Missouri, United States Unity School of Christianity Full time

    Job DetailsJob Title: Part-Time Bilingual Customer Care RepresentativeJob Location: Unity School of ChristianityJob Type: Part-TimeSalary: $19.45 HourlyJob SummaryWe are seeking a highly skilled and bilingual customer care representative to join our team at Unity School of Christianity. As a customer care representative, you will be responsible for providing...


  • Clarks Summit, United States Summit Fire & Security Full time

    Job DescriptionJob Description Are you interested in working for the nation’s leading fire protection company and beginning a rewarding and satisfying career that helps save the lives of thousands each year? Do you want to be a part of a growing and expanding team of industry experts? If so, exploring career opportunities with Summit Fire & Security may be...


  • Lee's Summit, Missouri, United States TM Services Full time

    Job DescriptionAre you looking to start a career in sales and marketing but unsure of where to begin? Our Sales Support Associate role will provide you with comprehensive training and mentorship in communication and customer service while mastering an effective sales approach.We are a leading promotional marketing and sales firm that works with one of the...


  • Summit, United States Atlantic Health System Full time

    Responsible for performing a wide range of duties involved with preparing and/or serving foods and beverages in one or more of a variety of food service environments. Prepares salad items, hot foods, and/or cold foods, and/or assists in the preparing Food Service, Representative, Patient Services, Food, Restaurant, Healthcare


  • Lees Summit, United States OTW Full time

    Our Kansas City-based team works closely with nationally recognized charities and NGOs to plan and administer aid with fundraising efforts in the local area. If you are looking for an opportunity to build professional skills while serving the community, our Customer Service Representative role is unmatched. By working with sales and marketing team members,...


  • Summit, New Jersey, United States Richard Fernandez - State Farm Agent Full time

    Job OverviewBenefits:401(k) matchingPerformance-based bonusesCompetitive salary structureComprehensive dental coverageHealth insurance optionsGenerous paid time offTraining and professional developmentCareer advancement opportunitiesROLE SUMMARY:Richard Fernandez - State Farm Agent is in search of a detail-oriented and proactive individual to assist the...


  • Lee's Summit, United States First Mate Heating & Cooling Full time

    Job DescriptionJob Description*** PLEASE DO NOT CALL OUR OFFICE DIRECTLY ***First Mate Heating & Cooling, a welcoming provider of home comfort services located in Lee's Summit, MO, is on an exciting growth trajectory!We're currently on the lookout for a dedicated and personable Customer Service Representative to join our exceptional team in Lee's...


  • Summit, New Jersey, United States Graham-Pelton Full time

    About the RoleThe Executive Director of Business Development is responsible for driving revenue growth and expanding existing accounts through a consultative approach. This role requires a deep understanding of the nonprofit philanthropy sector and the ability to effectively communicate the value of Graham-Pelton's services to prospective clients.Key...


  • Lee's Summit, Missouri, United States Jim Hallam - State Farm Agent Full time

    Job Description**Position Overview:**We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Jim Hallam - State Farm Agent. As a key member of our team, you will have the opportunity to work with a trusted brand and provide exceptional customer experiences.Responsibilities:Build and maintain...


  • Browns Summit, North Carolina, United States MORRISETTE PACKAGING INC Full time

    Job DescriptionMORRISETTE PACKAGING INC is a company built on strong values and a commitment to excellence. Our culture is centered around six essential elements: Family, Service, Innovation, Ethics, Community, and Sustainability.Exceptional Benefits and PerksCompetitive Compensation401(k) with Company MatchProfit SharingTeamwork BonusesGenerous Paid Time...