Solutions Center Representative

4 days ago

Scottsdale, Arizona, United States Tailored Management Full time
Solutions Center Representative

At Tailored Management, we're seeking a highly skilled Solutions Center Representative to join our team. As a key member of our customer service team, you'll play a critical role in providing exceptional support to our clients and partners.

Key Responsibilities:
  • Customer Interaction: Respond to incoming calls from clients, partners, and plan sponsors, providing expert guidance on various topics, including product suites and regulatory requirements.
  • Product Knowledge: Stay up-to-date on all product changes and enhancements, applying this knowledge to resolve client inquiries and provide consultative expertise.
  • Documentation and Record-Keeping: Maintain accurate records of conversations and follow a process of documentation to support our strategy of knowing our clients better than anyone.
  • Compliance and Regulatory: Ensure adherence to all rules and regulations, including client or professional licensure requirements, *** policies, firms, plan documents, and state and local laws.
  • Education and Training: Educate clients on tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation, and benefits pertaining to the plan/contract.
  • Problem-Solving and Escalation: Analyze problems to determine the proper course of action, striving for first-time final resolution, and working with internal partners to resolve escalated issues.
  • Professional Development: Develop and grow through monthly individual meetings with leadership to set in place a career path strategy, setting goals and expectations to achieve success in the role and future opportunities.
Requirements:
  • Education: High school diploma or equivalent required; undergraduate degree in finance, business administration, insurance, economics, or communications preferred.
  • License/Certification/Designation: ChFC, CLU, or other industry designations desirable; client series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.
  • Experience: One year of experience in customer service, sales-related occupations.
Knowledge, Skills, and Abilities:
  • Insurance Products and Sales Process: Knowledge of various insurance products and the sales process.
  • State and Local Laws: Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states.
  • Client Rules and Regulations: Understands the consequences of not following the Client rules and regulations.
  • Communication Skills: Excellent verbal and written communication skills to effectively communicate with others.
  • Computer Proficiency: Proficiency with computers and common office software.
  • Plan/Contract Understanding: Ability to understand general aspects of plan/contract and utilize technology to enhance conversations with customers.

  • Customer Service Representative

    2 weeks ago

    Scottsdale, Arizona, United States RemX Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at RemX. As a key member of our call center team, you will be responsible for providing exceptional customer service to our clients, resolving issues, and exceeding customer satisfaction goals.Key...

  • Tax Solutions Executive

    4 weeks ago

    Scottsdale, Arizona, United States Tax USA Full time

    About the RoleWe are seeking a highly skilled and experienced Tax Solutions Executive to join our team at Tax USA. As a key member of our sales team, you will be responsible for promoting our innovative tax solutions to mid-market to enterprise clients across various industries.Key ResponsibilitiesSell our comprehensive corporate tax software to new clients,...

  • Tax Solutions Executive

    4 weeks ago

    Scottsdale, Arizona, United States Tax USA Full time

    About the RoleWe are seeking a highly skilled Tax Solutions Executive to join our team at Tax USA. As an Account Executive, you will play a pivotal role in transforming how businesses manage their tax responsibilities.Key ResponsibilitiesSell our innovative tax software solutions to mid-market to enterprise customers across various industries.Manage complex...

  • Tax Solutions Executive

    4 weeks ago

    Scottsdale, Arizona, United States Tax USA Full time

    About the RoleWe are seeking a highly skilled Tax Solutions Executive to join our team at Tax USA. As an Account Executive, you will play a pivotal role in transforming how businesses manage their tax responsibilities.Key ResponsibilitiesSell our innovative tax software solutions to mid-market to enterprise customers across various industries.Manage complex...

  • Front Office Representative

    3 weeks ago

    Scottsdale, Arizona, United States The Center for Orthopedic and Research E Full time

    {"title": "Front Office Representative", "description": "Job SummaryWe are seeking a highly skilled and detail-oriented Front Office Representative to join our team at The Center for Orthopedic Research and Education. As a key member of our front office staff, you will be responsible for providing exceptional patient care and administrative support to our...

  • Customer Service Representative

    3 weeks ago

    Scottsdale, Arizona, United States PoolCorp Full time

    About the JobWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Horizon Distributors, Inc., a subsidiary of POOLCORP. As a key member of our sales center team, you will play a critical role in empowering our customers to build, manage, and grow successful landscape businesses.ResponsibilitiesCustomer...

  • Customer Service Representative

    3 weeks ago

    Scottsdale, Arizona, United States Angela Scribe Full time

    Job DescriptionJob Title: Call Center RepresentativeLocation: Scottsdale, AZJob Type: Full-TimeJob Summary:We are seeking a highly motivated and customer-focused individual to fill the role of Call Center Representative. The successful candidate will be responsible for providing exceptional service to customers by handling inbound and outbound calls,...

  • Customer Service Representative

    4 weeks ago

    Scottsdale, Arizona, United States PoolCorp Full time

    About the RoleWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Horizon Distributors, Inc., a subsidiary of POOLCORP. As a key member of our sales center team, you will play a critical role in empowering our customers to build, manage, and grow successful landscape businesses.Key...

  • Patient Billing Specialist

    3 weeks ago

    Scottsdale, Arizona, United States Envita Medical Center Full time

    Job SummaryWe are seeking a highly skilled Patient Billing Representative to join our team at Envita Medical Center. As a Patient Billing Representative, you will play a critical role in ensuring that patient accounts are accurately processed and up-to-date.Key ResponsibilitiesProcess daily charges for treatment, labs, and other expensesReview financial...

  • Customer Service Representative

    4 weeks ago

    Scottsdale, Arizona, United States Elle Seller Full time

    Customer Service RepresentativeThe Customer Service Representative at Elle Seller will be responsible for delivering exceptional customer experiences through timely and effective resolution of customer inquiries, issues, and concerns. This role requires strong communication skills, patience, and the ability to manage multiple customer interactions...

  • Customer Service Representative

    2 weeks ago

    Scottsdale, Arizona, United States Great American Media Full time

    Job Title: Member Services Representative Tier 1At Great American Media, we are seeking a highly skilled and customer-focused Member Services Representative Tier 1 to join our team. As a key member of our customer service team, you will be responsible for providing top-notch support to our members through phone and chat interactions.Key...

  • Customer Service Representative

    1 week ago

    Scottsdale, Arizona, United States Great American Media Services Full time

    Job Title: Member Services Representative Tier 1At Great American Media Services, we are seeking a highly skilled and customer-focused Member Services Representative Tier 1 to join our team. As a key member of our customer service team, you will be responsible for providing top-notch support to our members through phone and chat interactions.Key...

  • Customer Service Representative

    3 weeks ago

    Scottsdale, Arizona, United States PoolCorp Full time

    About the JobWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Horizon Distributors, Inc., a subsidiary of POOLCORP. As a key member of our sales center team, you will play a critical role in empowering our customers to build, manage, and grow successful landscape businesses.ResponsibilitiesCustomer...

  • Customer Service Representative

    3 weeks ago

    Scottsdale, Arizona, United States Elle Seller Full time

    Job SummaryThe Customer Service Representative will be responsible for handling a high volume of customer calls, providing solutions to product inquiries, and promoting company products and services.Key ResponsibilitiesAnswer and manage incoming calls from customers regarding product inquiries, order status, and service-related issues.Handle customer...

  • Customer Service Representative

    3 weeks ago

    Scottsdale, Arizona, United States PoolCorp Full time

    About the JobWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Horizon Distributors, Inc., a subsidiary of POOLCORP. As a key member of our sales center team, you will play a critical role in empowering our customers to build, manage, and grow successful landscape businesses.ResponsibilitiesCustomer...

  • Customer Service Representative

    4 weeks ago

    Scottsdale, Arizona, United States Elle Seller Full time

    The Customer Service Representative at Elle Seller will be responsible for handling customer inquiries, providing information about products or services, and resolving any issues or complaints. This role requires excellent communication skills, patience, and the ability to manage multiple calls efficiently.Key Responsibilities:Answer incoming calls and...

  • Banking Center Representative

    3 weeks ago

    Scottsdale, Arizona, United States Arizona Bank & Trust Full time

    {"title": "Universal Banker Floater", "description": "About the RoleThe Universal Banker provides exceptional customer experience through teller transactions, sales, and service. This position is responsible for processing account deposits and withdrawals for a variety of account holders and should exceed the customer's expectations while servicing their...

  • Customer Service Representative

    1 month ago

    Scottsdale, Arizona, United States CoolSys - Refrigeration and HVAC Systems Full time

    About the RoleCoolSys, a leading provider of indoor environment solutions, is seeking a skilled Customer Service Representative to join our team. As a key member of our customer-facing team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesManage incoming service requests...

  • Design Solutions Specialist

    1 month ago

    Scottsdale, Arizona, United States Apple Leisure Group Full time

    About the RoleWe are seeking a highly skilled Product Designer to join our team at Apple Leisure Group. As a key member of our product development team, you will be responsible for designing innovative solutions that meet the needs of our customers and drive business growth.Key ResponsibilitiesDevelop and implement design solutions that are user-centered and...

  • Customer Service Representative

    2 weeks ago

    Scottsdale, Arizona, United States Great American Media Services Full time

    Job Title: Member Services Representative Tier 1At Great American Media Services, we are seeking a highly skilled and customer-focused Member Services Representative Tier 1 to join our team. As a key member of our customer service team, you will be responsible for providing top-notch support to our members through phone and chat interactions.Key...