Customer Support

• Field phone calls from clients and participants throughout the day regarding topics such as password reset, participant account balances, questions on debit card declines, submission of claims, and ordering replacement cards.
• Process forms and enter data related to benefit processes in a timely manner.
• Research and respond to claims questions.
• Send routine confirmation and documentation request emails and letters.
• Log/tag calls received to support excellent customer care and internal communication.
• Provide a high level of customer service to all clients and participants.
• Maintain quality work that exemplifies and promotes our company’s core values.

Customer Service Representative

• Consult with your neighbors on the available services that can support their situation
• Provide the best solutions for their need via a variety of communication channels that could include voice, email or chat
• Respond to customer inquiries with active listening
• Resolve customer issues with patience and understanding

Bilingual Customer Service, Spanish-English

Customer Service Representative – Govt Public Trust Clearance

• Support Sales Representatives: Serve as a direct resource for Sales Reps, handling new business inquiries, completing applications, and providing coverage when Reps are unavailable.
• Guide Clients Through the Purchase Process: Build rapport with prospective customers, gather the information needed to move their application forward, and deliver a smooth, professional buying experience.
• Quote New Business: Run accurate insurance quotes across multiple carriers for new customers, clearly presenting coverage options and helping clients understand the products that best fit their needs.
• Complete Applications: Prepare, submit, and follow up on new policy applications, ensuring all required documentation and information are collected accurately and on time.
• Educate and Advise: Explain coverage options, discounts, and policy features to help clients make informed decisions — with a focus on finding the right fit, not just the fastest close.
• Meet Performance Goals: Consistently achieve KPI benchmarks, including % of Binds and Contacts Handled, in line with company expectations.
• Stay Queue-Ready: Maintain availability and manage phone states appropriately to ensure clients and Sales Reps receive prompt, professional support throughout the day.

Sales Support Specialist

• Approximately 95% of your time will be spent with customers delivering exceptional customer service experiences through personalized interactions with customers via phone, live online chat, and email (no robots here!)
• Utilize your expertise and problem-solving abilities to assist customers with software support regarding accounting, payroll, and tax-related software inquiries.
• Act as a liaison between customers and internal teams to provide valuable insights for product development and enhancements.
• Continuously expand your knowledge of the software, new features, and accounting and payroll best practices.
• Work independently for approximately 80% of the day, while collaborating remotely with team members and attending meetings as needed.
• Handle sensitive customer information securely and follow the company’s data protection protocols.
• Maintain strong attention to detail and ensure accurate and timely documentation of customer interactions.
• Offer guidance and support to customers regarding new product features and software functionality.

Customer Support Representative I

• Assist customers inside and outside a U-Haul center with U-Haul products and services.
• Use smartphone-based U-Scan technology to manage rentals and inventory.
• Move and hook up U-Haul trucks and trailers.
• Clean and inspect equipment on the lot including checking fluid levels.
• Answer questions and educate customers regarding products and services.
• Prepare rental invoices and accept equipment returned from rental.
• Install hitches and trailer wiring.
• Fill propane (certification offered through U-Haul upon employment)
• Drive a forklift (certification offered through U-Haul upon employment)
• Other duties as assigned
• Participate in ongoing continuous U-Haul education through U-Haul University.

Customer Service, Lot Attendant

• Offers support and encouragement to individuals dealing with mental health or substance use challenges
• Provides direct peer support to clients engaged in recovery services
• Assists clients in setting and pursing their recovery goals
• Functions as a role model to clients
• Serves as a liaison to providers and treatment team
• Maintains relationships with clients while maintaining healthy and professional boundaries
• Provides motivational interviewing, community living skills, social, and emotional support
• Assists clients in building social and interpersonal skills that will enhance employment opportunities
• Helps clients understand and employ recovery strategies
• Advocates for clients in treatment setting and within the community

Peer Support Specialist

• Provide timely, accurate and responsive information and service to policyholders and agents
• Solve problems relating to policies within scope and escalate others as appropriate
• Identify, analyze, and own customer policy needs to ensure high customer satisfaction, growth and retention of business

Bilingual Licensed Customer Service Representative

• Provide timely, accurate and responsive information and service to policyholders and agents for a division of Personal Lines products, plans and programs.
• Independently solve problems relating to policies within scope and escalate others as appropriate.
• Identifies, analyzes, and owns customer policy needs to ensure high customer satisfaction, growth and retention of business.

Licensed Customer Service Representative

• Providing quality service by accurately and respectfully responding to telephonic, written and electronic inquiries from employees/members, providers and clients in a high volume call center.
• Navigating multiple system applications/screens, various resources and tools to accurately respond to inquiries while on the phone.
• Documenting all inquiries and actions taken using applicable software applications while following Luminare Health guidelines.
• Completing a 4–6 week paid training program.

• Provide contact and liaison between National Sales customers and the sales team and internal departments
• Process incoming orders; receive, evaluate, and respond to written or telephoned customer inquiries in a timely manner
• Work within established guidelines in order to achieve the objectives of the service agreement consistent with customer expectations, company policy and profit and quality requirements
• Back up to Sales Coordinator roles
• Schedule Sunday - Thursday 8:30 am - 5 pm PT
• Receive inbound calls and place outbound calls to customers in order to provide information about products and services, to take orders, or to obtain details of complaints
• Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
• Resolve customers' service or billing complaints; check to ensure that appropriate changes were made to resolve customers' problems
• Contact customers in order to respond to inquiries or to notify them of claim results and any planned adjustments; refer unresolved customer complaints to designated departments for further action
• Obtain and examine all relevant information in order to assess validity of complaints and to determine possible causes
• Coordinate same-day deliveries and pickups for customers
• Process pickup requests from customers and National Sales team
• Respond to delivery/routing questions and issues from customers
• Respond to product inquiries from customers
• Share new or additional services or products with customers
• Compare disputed merchandise with original requisitions and information from invoices, and prepare invoices for returned goods
• Contact all customers affected by product recalls and withdrawals
• Recommend improvements in products, shipping, service, or billing methods and procedures in order to prevent future problems.

Customer Service Representative – National Sales

• Answer incoming call questions about insurance policies and insurance coverage issues or transferring them to the appropriate department.
• Demonstrate accuracy in processing client policy modifications based on the data given.
• Verify new customers coverage and present policyholders with proof of insurance paperwork.
• Keep track of all customer inquiries and follow up to verify that all questions are answered.
• Stay up-to-date on new marketing efforts to answer insurance product inquiries utilizing all the resources available.
• Present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved.

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