Customer Specialist

• Handling inbound calls and providing financial education
• Answering complex questions, investment and payment options available to plan participants
• Offering guidance on appropriate tools and services
• Providing information and guidance around the effects of plan distributions, loans, investment choices and other specific plan rules
• Working independently to troubleshoot and research issues, and develop solutions
• Processing transactional support to plan participants
• Focusing guidance on qualified and non-qualified retirement plan benefits

Providing financial education on retirement-related questions for plan participants

Defined Contribution Customer Solutions Specialist

Handling inbound calls and providing financial education on retirement-related questions for plan participants. Requires financial background and strong communication skills.

• Understand HCP office process and offer electronic solutions (i.e. portals) that will improve the patient Rx experience
• Thoroughly understand and represent AbbVie’s HCP facing portals and other electronic solutions serving as a subject matter expert
• Partner with AbbVie field teams to implement and offer solutions to HCPs in assigned territory
• Working with an HCP office, evaluate and diagnose areas of delay and disruption that may occur for patients in their Rx experience to determine if an AbbVie digital solution may be helpful for the patient.
• Develop relationship with HCP offices using a portal/solution and provide regular updates on new functionality matching new or unused features with patient needs
• Communicate with AbbVie field teams in a compliant manner

Customer Solutions Specialist serving HCPs in the immunology specialty biologics space

Customer Solutions Specialist

Customer Solutions Specialist representing AbbVie's solutions to HCP offices in immunology specialty. Partnering with field teams to enhance the patient prescription experience and provide expert support.

• Primary Point of Contact: Serve as the main liaison for customers and your assigned sales team, fostering strong relationships and clear communication.
• Sales Team Support: Collaborate with BizDev representatives to ensure timely responses to rate requests, accessorial approvals, and other time-sensitive tasks.
• Aging and Unbilled Management: Monitor AR aging and unbilled reports, working closely with customers and RevGen teams to collect necessary documentation and maintain timely payments.
• Collections and Metrics: Collect past-due invoices, meet aging metrics, and address payment delays proactively to maintain cash flow.
• Customer Engagement: Build and maintain strong relationships with key customers, ensuring timely payments and resolving concerns effectively.
• Invoicing Oversight: Manage invoicing processes, including document collection, invoicing uploads, billing methods, and timely submission to customers, ensuring accuracy and compliance with customer requirements.
• Payment Terms Communication: Clearly communicate payment terms and expectations to customers, providing support for ACH payment setups as needed.
• Documentation and Analysis: Maintain detailed notes on payment status, analyze accessorial charges, and ensure accurate billing approvals.
• Discrepancy Resolution: Investigate and resolve short payments, overpayments, misapplied funds, unapplied cash, and other payment discrepancies in collaboration with BizDev and CashApp teams.
• Revenue and Cash Reconciliation: Address uninvoiced revenue and unapplied cash to ensure prompt invoicing and accurate payment applications.
• Invoicing Failures: Identify and resolve invoicing errors to prevent delays and enhance process efficiency.
• Cross-Team Collaboration: Partner with internal teams to resolve issues related to write-offs, cash allocation, and process improvements.
• Standard Operating Procedures (SOPs): Develop, document, and enforce SOPs for invoicing and load-building requirements.

Customer Relations Specialist managing accounts and ensuring timely invoicing at Arrive Logistics.

Customer Relations Specialist

Customer Relations Specialist managing delivery-to-cash functions for assigned accounts at Arrive Logistics. Ensuring accurate invoicing and timely payments while driving process improvements.

• Proactively make outbound calls across various lead types to both existing and potential customers within your designated territory; foster meaningful conversations to determine unique requirements and challenges, qualify potential spending on wearables, while also offering practical and imaginative solutions to meet their needs.
• Create and implement an effective sales approach to leverage opportunities and secure a greater share of the customers spend.
• Proactively educate customers on the advantages of choosing SanMar as their preferred supplier, emphasizing our unwavering commitment to quality, inventory, product selection and customer satisfaction.
• Collaborate with Territory Managers to share valuable insights about customers they may not have encountered before; assess and qualify customers for Account Executive assignment as necessary.
• Enter data into Salesforce CRM with learned information about customers, creating new or enhanced opportunities for AE's and/or Territory Managers.
• Serve as a product and industry expert, demonstrating profound understanding of SanMar's product offerings, marketing tools, and solutions to effectively communicate their value and relevance to customers; stay abreast of industry trends and competitors to provide informed advice and service to customers.
• Keep customers well-informed about products, updates, new offerings, marketing programs, and opportunities to enhance their business.
• Complete and meet deadlines for all lead lists, calling initiatives and other assigned projects, achieving the expected volume of proactive customer contacts.
• Participate in and contribute to various industry trade shows, effectively analyzing potential growth opportunities while enhancing customer relationships, education and engagement.
• Perform other duties as assigned.
• Comply with all policies and standards.

Customer Outreach Specialist specializing in outbound calling for SanMar

Customer Outreach Specialist

Customer Outreach Specialist specializing in outbound calling to connect with customers for SanMar. Role involves making sales calls, educating customers, and collaborating with Territory Managers.

Customer Specialist jobs in Texas

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Defined Contribution Customer Solutions Specialist

Customer Solutions Specialist

Customer Relations Specialist

Customer Outreach Specialist