Client Service Specialist

4 weeks ago


Lake Oswego, United States McGriff Insurance Services Full time
Job Summary

We are seeking a highly organized and detail-oriented Client Service Specialist to join our team. As a key member of our support staff, you will provide exceptional customer service to our members, ensuring their needs are met and exceeded.

Key Responsibilities
  • Provide timely and effective support to members via phone, email, and other communication channels.
  • Process and track claims related to our programs, ensuring accuracy and efficiency.
  • Update and maintain prospect and membership trackers, ensuring up-to-date information.
  • Support our annual membership meeting, including preparation and coordination.
  • Process billing and renewals for our programs, ensuring timely and accurate payments.
  • Assist with reviewing and updating vendor contracts, ensuring compliance and effectiveness.
  • Perform data entry and analysis to complete assigned tasks, including board meeting packet items.
  • Assist in communications for our website and/or distribution to membership.
  • Support prospect consultations and coordination of meetings and conferences.
Benefits

As a regular teammate working 20 hours or more per week, you will be eligible for a range of benefits, including medical, dental, vision, life insurance, disability, and tax-preferred savings accounts. You will also have access to a 401(k) savings plan and company matching contributions after one year of service and attainment of age 21.

You will receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during your first year of employment, along with 10 sick days (also prorated), and paid holidays.



  • Lake Oswego, Oregon, United States Aldrich Full time

    About AldrichAldrich is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the wealth management industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego...


  • Lake Oswego, United States Aldrich Full time

    About AldrichAldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal...


  • Lake Oswego, United States McGriff Insurance Broker Full time

    In addition to these customer-facing duties, this position will also provide administrative support to member services and billing administration. On the member services side, this includes responding and executing requests related to our risk manage Client Service, Administrative, Specialist, Member Services, Processing, Project Management, Retail,...


  • Lake Oswego, United States Umpqua Bank Full time

    About the RoleThis position is responsible for providing exceptional customer service to our clients by processing various account transactions, offering banking products and services, and maintaining a secure and accurate cash handling environment.Key ResponsibilitiesProcess customer account transactions, including deposits, withdrawals, cash advances,...


  • Lake Oswego, Oregon, United States TIH Insurance Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Specialist/Administrative to join our team at TIH Insurance. This role will provide exceptional internal and external service support, build and maintain professional relationships with clients, vendors, and teammates, and perform various administrative tasks.Key...


  • Lake Mary, Florida, United States Volt Full time

    Job Title: Client Service SpecialistInnova Solutions is seeking a highly skilled Client Service Specialist to join our team. As a Client Service Specialist, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Provide complex analytics and reporting services to improve and automate client...


  • Salt Lake, Utah, United States Prime Capital Financial Full time

    Client Service SpecialistWe are seeking a highly motivated and detail-oriented Client Service Specialist to join our team at Prime Capital Financial. As a Client Service Specialist, you will play a critical role in delivering exceptional client service and building strong relationships with our clients.Key Responsibilities:Provide personalized support and...


  • Salt Lake, Utah, United States Prime Capital Financial Full time

    Client Service SpecialistWe are seeking a highly motivated and detail-oriented Client Service Specialist to join our team at Prime Capital Financial. As a Client Service Specialist, you will play a crucial role in delivering exceptional client service and building strong relationships with our clients.Key Responsibilities:Client Relationship Management:...


  • Salt Lake, Utah, United States Prime Capital Financial Full time

    Client Service SpecialistWe are seeking a highly motivated and detail-oriented Client Service Specialist to join our team at Prime Capital Investment Advisors. As a Client Service Specialist, you will play a critical role in serving our clients and supporting the successful operation of our market locations.Key Responsibilities:Organize and manage...


  • Salt Lake, Utah, United States Prime Capital Financial Full time

    Client Service SpecialistWe are seeking a highly motivated and detail-oriented Client Service Specialist to join our team at Prime Capital Investment Advisors. As a Client Service Specialist, you will play a critical role in serving our clients and supporting the successful operation of our market locations.Key Responsibilities:Organize and manage...


  • Salt Lake, Utah, United States Prime Capital Financial Full time

    Client Service SpecialistWe are seeking a highly motivated and detail-oriented Client Service Specialist to join our team at Prime Capital Financial. As a Client Service Specialist, you will play a critical role in delivering exceptional client service and building strong relationships with our clients.Key Responsibilities:Provide personalized support and...


  • Lake Oswego, United States McGriff Insurance Services Full time

    ESSENTIAL DUTIES AND RESPONSIBILITIES : This position would work under the direction of current program managers and focus on providing customer service to members who call our toll-free line or email our administrative email inboxes, which are separate from the CSD Pool’s. In addition, this role would provide support with tracking and filing claims...


  • Lake Oswego, United States TIH Insurance Full time

    The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other...


  • Lake Mary, Florida, United States Volt Full time

    About the Role:Volt is seeking a highly skilled Client Service Specialist to join our team. As a key member of our organization, you will be responsible for providing exceptional service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Provide complex analytics and reporting services to improve and automate client processing...


  • Lake Oswego, United States TIH Insurance Full time

    The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only;...


  • Lake Oswego, Oregon, United States Banfield Full time

    Client Service Coordinator RoleThe Client Service Coordinator plays a vital role in driving the flow of clients and pets through our hospital, ensuring seamless communication with our veterinary medical team and clients. This position is responsible for maximizing productivity, streamlining operations, and providing exceptional client service.Key...


  • Lake Oswego, United States Delap LLP Full time

    Do you want to join a winning team? Delap LLP, one of Oregons largest locally owned CPA firms regularly recognized as a Top Workplace, delivers innovative and proactive financial and accounting solutions to businesses and high net worth individuals. Delap Wealth Advisory is a rapidly growing fiduciary investment advisory firm delivering clarity and...


  • Lake Oswego, United States Delap LLP Full time

    Do you want to join a winning team? Delap LLP, one of Oregon's largest locally owned CPA firms regularly recognized as a Top Workplace, delivers innovative and proactive financial and accounting solutions to businesses and high net worth individuals. Delap Wealth Advisory is a rapidly growing fiduciary investment advisory firm delivering clarity and...


  • Lake Oswego, United States Delap LLP Full time

    Do you want to join a winning team? Delap LLP, one of Oregon's largest locally owned CPA firms regularly recognized as a Top Workplace, delivers innovative and proactive financial and accounting solutions to businesses and high net worth individuals. Delap Wealth Advisory is a rapidly growing fiduciary investment advisory firm delivering clarity and...


  • Avon Lake, United States Reworld Waste, LLC - Covanta Full time

    The Client Services Specialist II (CSS II) is responsible for supporting Reworlds customers and various service offerings. This includes assisting clients with waste profiling, answering customer inquiries, resolving customer escalations, coordinati Client Service, Specialist, Transportation, Waste, Technical Support, Business Services