Service Team Specialist
2 weeks ago
As a Service Team Specialist, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Omaha, NE, Berwyn, PA, Sacramento, CA, Hebron, KY, Chandler, AZ, Provo, UT, or Idaho Falls, ID.
In this role, you'll get to:
- Process all daily work across all aspects of servicing advisors and clients including timely call servicing and account management functions.
- Ensure all work is processed with accuracy, timeliness, completeness and within budget according to defined service level metrics.
- Meet or exceed all daily and monthly business measurements.
- Provide feedback to the team for continued improvements.
- Provide status updates to management as required.
- Maintain process measurements and reporting within service levels.
- Interact and partner effectively for all processing issues, metrics, and coordinated activities across all appropriate internal business teams.
- Execute testing as required for business projects.
- Cross train as required to support all team activities and backup team members as needed.
- Assist with team planning as required.
- Ensure execution of all industry and company specific compliance matters within the team.
- Has experience working in insurance, banking, or financial services industry
- Preferably has a degree in Business or Finance or equivalent experience in finance field
- Has minimum of 1 year of customer service experience
- Obtain Orion Industry Certification
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
#LI-Hybrid
Salary Range:
$18.97 - $25.03
The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA - we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion's success and powers success for our clients and everyone at Orion.
-
Service Team Specialist
1 week ago
Omaha, United States Orion Advisor Solutions Full timeAbout this Opportunity: As a Service Team Specialist, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. We can consider candidates for this position who are able to accommodate...
-
Service Team Specialist
3 days ago
Omaha, United States Orion Corporation Full timeAbout this Opportunity: As a Service Team Specialist, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. We can consider candidates for this position who are able to accommodate a...
-
Customer Service Annuity Specialist
6 days ago
Omaha, United States Pacific Life Insurance Company Full timePacific Life is investing in bright, agile, and diverse new talent to ensure we continue to innovate and strengthen relationships with our contract owners. Thats why were actively hiring for a class of Customer Service Specialists that will focus o Customer Service, Specialist, Service, Financial Planning, Retail, Insurance, Customer
-
Customer Service Specialist
4 weeks ago
Omaha, United States AdaptHealth Corp. Full time**Customer Service:** Customer Service Specialists are responsible for learning and understanding the entire front-end process to ensure successful service for our patients. The Customer Service Specialists works in a fast-paced environment answering inbound calls and making outbound calls. Maybe responsible for obtaining, analyzing, and verifying the...
-
Customer Service Specialist
1 week ago
Omaha, Nebraska, United States Omaha National Group Full timeOmaha National is seeking a motivated professional to join us as a Customer Service Specialist. Our Customer Service Specialists take calls from a wide variety of people including injured workers, employers, medical professionals, and attorneys and ensure that each call is handled appropriately, either by providing information and assistance or by routing...
-
Customer Service Specialist
1 month ago
Omaha, United States Mercer-Zimmerman Inc Structura Inc Full timeJob DescriptionJob DescriptionAre you a problem solver? Have a passion for customer satisfaction and an eagle eye for detail? Mercer-Zimmerman, Inc., a leading commercial lighting manufacturers’ sales agency, is looking for the right candidate to fill a Customer Service Specialist role in our Omaha office.What you’ll be doing…Managing new project...
-
Customer Service Specialist
7 days ago
Omaha, United States Omaha National Group Full timeOmaha National is seeking a motivated professional to join us as a Customer Service Specialist. Our Customer Service Specialists take calls from a wide variety of people including injured workers, employers, medical professionals, and attorneys and ensure that each call is handled appropriately, either by providing information and assistance or by routing...
-
Property Detailing Specialist
4 weeks ago
Omaha, United States Upscale Home Services Full timeJob DescriptionJob DescriptionUpscale Home Services specializes in exterior home detailing services, making our customers’ properties look great. The Property Detailing Specialist will ensure projects are completed to exacting standards, and in accord with our industry-leading Customer Service Model. Projects include both one-time services & periodic...
-
Logistics Specialist
3 weeks ago
Omaha, United States The Scoular Company Full timeThe Logistics Specialist has primary responsibility for accurately and independently leading and executing the logistics needs of the business (both domestic and/or international). The Logistics Specialist will support the merchandising and sales teams and oversee the purchase and sales contract management process. This role will be in communication with...
-
Account Services Specialist II
3 hours ago
Omaha, United States Ultimus Fund Solutions, LLC Full timeSUMMARY The Account Service Specialist II is responsible for providing various transfer agency functions and maintaining accurate records for mutual fund and alternative investment clients. Additionally, this position will require limited direct interaction with clients and extensive interaction with team members. KEY ACCOUNTABILITIES ALTERNATIVE INVESTMENTS...
-
Property Detailing Specialist
2 weeks ago
Omaha, United States Upscale Home Services Full timeJob DescriptionJob DescriptionUpscale Home Services specializes in exterior home detailing services, making our customers’ properties look great. The Property Detailing Specialist will ensure projects are completed to exacting standards, and in accord with our industry-leading Customer Service Model. Projects include both one-time services & periodic...
-
Billing Specialist
2 weeks ago
Omaha, United States OAS Orion Advisor Solutions, Inc Full timeAs a Billing Specialist, you will be responsible for setting up contracts and properly invoicing clients of Orion. This position will work closely with operations on escalated client cases regarding invoices as well as internal requests from various departments. The Billing Specialist will work on projects that include both improvements of legacy processes...
-
Billing Specialist
4 days ago
Omaha, United States OAS Orion Advisor Solutions, Inc Full timeAs a Billing Specialist, you will be responsible for setting up contracts and properly invoicing clients of Orion. This position will work closely with operations on escalated client cases regarding invoices as well as internal requests from various departments. The Billing Specialist will work on projects that include both improvements of legacy processes...
-
Accounting Specialist
2 weeks ago
Omaha, United States Hire Point Recruiting Full timeAbout the job Accounting Specialist Job Title: Accounts Payable Specialist Company Overview: A leading insurance provider dedicated to delivering exceptional coverage and financial services to our clients. With a commitment to excellence and innovation, we strive to protect our clients' assets and provide peace of mind through tailored insurance solutions....
-
Accounting Specialist
4 days ago
Omaha, United States Hire Point Recruiting Full timeAbout the job Accounting Specialist Job Title: Accounts Payable Specialist Company Overview: A leading insurance provider dedicated to delivering exceptional coverage and financial services to our clients. With a commitment to excellence and innovation, we strive to protect our clients' assets and provide peace of mind through tailored insurance solutions....
-
Safety and Training Specialist
1 week ago
Omaha, United States SpartanNash Company Full timeThe Safety & Training Specialist is responsible to ensure that all job specific training for the distribution centers positions have been completed and certified. Ensure all new hires are fully and properly trained on company policies and procedures, Training Specialist, Training, Specialist, Safety, Operations, Distribution, Grocery, Business Services
-
Customer Success Specialist
3 days ago
Omaha, United States The Reserves Network Inc Full timeJob DescriptionJob DescriptionWhen you step into the role of the Customer Success Specialist, you unlock endless possibilities for yourself, our client company, and the community they serve. Your expertise will strengthen a productive environment where quality is a way of life.Don't miss this chance to join a supportive team.Your New Organization:This is...
-
Billing Specialist
2 days ago
Omaha, United States OAS Orion Advisor Solutions, Inc Full timeAs a Billing Specialist, you will be responsible for setting up contracts and properly invoicing clients of Orion. This position will work closely with operations on escalated client cases regarding invoices as well as internal requests from various departments. The Billing Specialist will work on projects that include both improvements of legacy processes...
-
Accounts Payable Specialist
1 week ago
Omaha, United States The Reserves Network, Inc. Full timeAccounts Payable Specialist - Direct Hire. Accounts Payable Specialist for a thriving organization in the manufacturing/distribution industry headquartered here in Omaha. We are looking for candidates who love a fast pace on a small team and know how Accounts Payable, Specialist, Accounting, Staffing, Account
-
Content Marketing Specialist
2 weeks ago
Omaha, United States Revolution Group, LLC Full timeJob DescriptionJob DescriptionJoin Our Team as a Content Marketing Specialist!Are you passionate about creating engaging content that drives results? Are you a strategic thinker who loves to collaborate with a team to bring ideas to life? Revolution Group, LLC is seeking a talented Content Marketing Specialist to join our growing team in Omaha, NE.As a...