Customer Support

• Answer incoming calls and chats and analyze questions and concerns from insureds and/or producers to resolve issues in a timely manner;
• Answer technical questions from producers and assist them in the navigation of the system;
• Processes incoming faxes, emails, and phone requests, responding promptly and appropriately;
• Solicit additional data from insured’s or producers and explain the basis for underwriting determinations and report risk alerts to underwriting;
• Determines reasons for requests for cancellations; follows the procedure for retention.
• Complies with state and federal laws, Department of Insurance criteria, insurance carrier, and Aspire General's policies, procedures, and work rules;
• Review, evaluate, and issue endorsements;
• Produce grammatically correct and clearly written correspondence including letters, memos, reports, emails, and policy file documentation;
• Prompt and regular attendance;
• Other duties as assigned.

Licensed Customer Service Representative II

• Interfaces with customers to resolve 1st and 2nd tier/escalation customer service calls/queries/problems
• Verifies contacts and account information
• Examines customer problems and implements appropriate corrective action to respond to customer requests
• Escalates queries/requests for action as appropriate to Supervisor and/or appropriate party/field locations for immediate action
• Maintains and creates logs, reports, records, and files
• Investigates, coordinates, and tracks a wide range of customer issues and problems
• Makes proactive calls to determine accounts requiring close attention, identifies problems and works through to resolution
• May interface with offshore call center to answer questions on process or specialized situations
• May prepare customer billings, answer questions about billing, and coordinate resolution of billing issues with collections and/or other departments
• May do order fulfillment. Receive orders, reconcile information, update systems, and follow up with customers
• Other duties as assigned

Customer Service Representative

• Customer service and support role working directly with customer accounts, inquiries, and items directly related to client satisfaction
• Supports sales teams in executing a One Bank strategy and growing market share
• Responsible for retaining and deepening client relationships by providing exceptional client experience and support
• Proactively works to identify potential problems, compliance issues, and to maximize client satisfaction
• Has primary responsibility for risk and compliance requirements by ensuring timely and accurate compliance to procedural, policy and regulatory requirements

Business Banking Support Specialist

• Deliver exceptional customer service in all contact interactions
• Provide advanced technical and operational assistance to IRA customers
• Assist Financial Advisors with IRA onboarding and new plan setup
• Process daily transactions including new IRA plans, distribution requests, and payroll contributions
• Monitor reports and fix processing errors
• Act as a subject matter expert for IRA-related inquiries

IRA Customer Service Specialist II, Trust Services

• Respond to incoming customer calls, addressing their questions and providing service
• Manage and respond to all customer inquiries, fulfilling requests, and offering comprehensive education on our products and services
• Deliver high-quality support by handling tasks related to payment processing, creating payment plans, and addressing other account-related matters to enhance the overall customer experience
• Uphold exceptional customer service standards through articulate and effective verbal and written communication
• Keep customer accounts meticulously updated with accurate information

Small Business Customer Service Representative

• Receive medical claims from HCPs or patients
• Vetting claims against program specific business rules
• Determine if claims should be paid or rejected
• Provide support for customer requests via phone, email, fax, or other means of contact
• Suggest recommendations to management for operational challenges
• Ability to work 40 hours per week (shift available: 10:00am - 7:00pm ET)

Medical Biller, Claims Processing – Patient Support Representative

• Verify insurance eligibility and benefits for all new Boulder Care commercial enrollments
• Conveying policy benefit and eligibility information to patients in a comprehensive and professional manner
• Answering incoming questions from Boulder patients around balances due, non covered charges etc
• Assist our Enrollment Specialist and Care Navigator teams with difficult insurance verification details for newly enrolled and established patients
• Act as first point of contact for incoming patient messages, as well as internal requests for support
• Maintain ongoing dated eligibility checks for accurate billing and clean claims
• Collaborate with other teams to assist with patients who have lapsed coverage and need temporary financial assistance
• Serve as subject matter expert for internal insurance training
• Help develop and maintain standard processes that keep insurance data accurate and up to date in our EHR
• Identify and correct billing errors and resubmit claims to insurance carriers
• Research/rectify third party denials/edits, requests for information and other related correspondence
• Act as a key contributor to the Revenue Cycle by identifying and reporting inefficiencies and opportunities that enhance revenue flow, decrease denials, and minimize write-offs

Insurance Verification and Patient Support Specialist

• Manage large amounts of inbound calls in a timely manner
• Follow communication "scripts" when handling different topics
• Identify customers' needs, clarify information, research and provide solutions and/or alternatives
• Access company and client resources provided to accurately handle the call
• Seize opportunities to upsell products when they arise
• Skillfully change from one task to another without loss of efficiency or composure
• Be available at your desk, maintaining punctuality and attendance at all scheduled times
• Remain positive and professional in all customer interactions
• Flexibility to cross train as requested

Customer Service – Temporary

• Handle live chat inquiries on the NoGigiddy platform and respond within SLA targets
• Monitor and respond to user posts in community spaces — Discord, Facebook Group, and social comments
• Resolve common issues (offer questions, account issues, navigation help) with accuracy and warmth
• Escalate complex or sensitive issues to the appropriate team with full documentation
• Contribute to the help center knowledge base
• Flag trends in user issues or feedback to the product and content teams
• Maintain consistent tone and quality across all support touchpoints

Chat & Community Support Specialist

• Manage large amounts of incoming phone calls and internal transfers from other departments
• Identify and assess customers’ needs to achieve satisfaction
• Build sustainable relationships and trust with customers through open and interactive communication
• Provide accurate, valid, and complete information by using the right methods/tools
• Schedule service appointments as needed
• Address inquiries about repairs and maintenance
• Review and manage billing and invoice inquiries
• Handle customer complaints, provide appropriate solutions and alternatives within established time limits; follow up to ensure resolution
• Keep accurate records of customer interactions and account related information
• Ensure a positive customer experience throughout every interaction
• Uphold all company policies and procedures

Customer Care Agent

• Delivering a high level of service to customers, distributors, and internal stakeholders by managing inbound sales inquiries, processing orders, and resolving customer issues efficiently and professionally
• Strengthening customer relationships, ensuring order accuracy, and supporting Sandvik’s commitment to service excellence
• Answer designated inbound calls from external customers and process sales orders received by phone
• Assess customer inquiries and route to the appropriate individual or department
• Take ownership of customer issues and ensure commitments are met accurately and on time
• Expedite urgent orders to meet critical customer delivery needs
• Escalate customer concerns to supervisors and collaborate on resolution when required
• Proactively inform customers of order status changes, backlog issues, and delivery updates
• Utilize available tools and resources (allocation, stock availability, job prioritization) to fulfill customer requirements
• Partner with the Expeditor to ensure accuracy of customer backorder information
• Stay current on industry developments, competitive offerings, and market conditions affecting customers
• Build working knowledge of Sandvik products and their applications for assigned customer groups

Customer Support Representative

• Provide exceptional, empathetic technical support to staff members in person, via phone, email, and remote support tools
• Serve as the primary onsite technology resource for the Northern California program sites
• Respond promptly to help desk tickets and support requests
• Maintain a professional, patient, and positive demeanor when assisting users
• Provide clear, jargon-free explanations of technical issues and solutions
• Document all support interactions, resolutions, and common issues in the IT ticketing system
• Support Microsoft 365 applications including Outlook, Word, Excel, PowerPoint, Teams, SharePoint, and OneDrive
• Assist with user account provisioning, password resets, and access management in Microsoft Entra ID
• Configure and troubleshoot email clients, calendar sharing, distribution lists, and Microsoft Teams collaboration features
• Support multi-factor authentication (MFA) enrollment and troubleshooting
• Assist users with OneDrive file synchronization, SharePoint document libraries, and cloud storage best practices
• Perform desktop and laptop setup, configuration, and deployment for new staff members
• Troubleshoot Windows operating system issues including performance problems, application errors, driver conflicts, and system crashes
• Support mobile devices including smartphones and tablets
• Install, configure, and troubleshoot peripheral devices
• Perform hardware repairs and upgrades
• Troubleshoot network connectivity issues
• Provide first-level support for the Electronic Health Records (EHR) system
• Promote cybersecurity awareness by educating users on phishing threats, password security, and data protection practices
• Deliver informal training and guidance to staff on technology tools
• Maintain conference room technology
• Monitor and maintain local servers, network equipment, and backup systems
• Maintain regular communication with the IT Manager

Technology Support Specialist

• Provide exceptional, empathetic technical support to staff members in person, via phone, email, and remote support tools
• Serve as the primary onsite technology resource for the Reno office and Northern Nevada program sites
• Respond promptly to help desk tickets and support requests, prioritizing issues based on business impact
• Maintain a professional, patient, and positive demeanor when assisting users
• Document all support interactions, resolutions, and common issues in the IT ticketing system
• Support Microsoft 365 applications including Outlook, Word, Excel, PowerPoint, Teams, SharePoint, and OneDrive
• Assist with user account provisioning, password resets, and access management in Microsoft Entra ID
• Perform desktop and laptop setup, configuration, and deployment for new staff members
• Troubleshoot Windows operating system issues including performance problems, application errors, driver conflicts, and system crashes
• Support mobile devices including smartphones and tablets
• Support network connectivity issues including wired and wireless connections, VPN access
• Provide first-level support for the Electronic Health Records (EHR) system
• Promote cybersecurity awareness by educating users on phishing threats, password security
• Deliver informal training and guidance to staff on technology tools, applications, and best practices
• Maintain conference room technology including video conferencing equipment, projectors, displays

• Take inbound calls while maintaining a high level of professionalism and working to establish a positive rapport with every customer.
• Learn computer system applications to accurately process transactions and maintain customer data.
• Educate customers on products and services via phone, email, and chat communications.
• Provide basic troubleshooting for customers including product knowledge, recommendations, and problem resolution.
• Build and maintain positive relationships with internal customers and team members.
• Stay informed on all communications and training to ensure accurate protocols are followed.
• Build knowledge of relevant company products, processes, programs, and technology.
• Participate in other related duties and projects as assigned by the supervisor or manager.
• Perform other duties as assigned.
• Comply with all policies and standards.

Customer Service Representative I

• Act as a Brand Ambassador for the Nordstrom company, providing world-class service to all Customers
• Successfully troubleshoot and resolve all customer service inquiries or issues via incoming phone contacts
• Provide Customers with critical service and product information, ensuring customer satisfaction via incoming phone contacts
• Process orders and enter data into order entry system via incoming phone contacts
• Track customer packages
• Other duties as assigned

Customer Care Specialist 1

• Deliver empathetic support across phone, live chat, email, and scheduled meetings to diagnose and resolve complex customer inquiries.
• Develop and maintain deep technical mastery across all Tithely products to confidently support an expanding catalog.
• Document software bugs with logs and reproduction steps to efficiently escalate complex issues to our Specialist Team.
• Utilize KCS methodologies to identify gaps and update internal and external knowledge base documentation in real-time.
• Leverage AI tools and resources to maximize efficiency while maintaining a personal, human-centered customer experience.
• Manage your daily queue effectively to meet and exceed key metrics, including CSAT, SLA, and ticket solve count.
• Identify cross-sell opportunities, driving product adoption and earning uncapped bonuses.

Customer Support Advocate

• Handle inbound and outbound phone calls professionally and efficiently.
• Respond to customer inquiries via text, email, and other communication channels.
• Create, update, and manage customer cases within company systems.
• Document all interactions accurately and completely.
• Resolve routine customer issues and inquiries at first contact whenever possible.
• Escalate complex issues to the appropriate team when necessary.
• Follow established processes, workflows, and compliance requirements.
• Maintain accurate records and ensure data integrity.
• Monitor open cases and follow up as needed to ensure timely resolution.
• Meet quality, productivity, and service-level expectations.
• Collaborate with internal teams to resolve customer concerns.
• Provide a positive, empathetic, and professional customer experience.

Member Support Specialist

• Answer all incoming calls in a friendly and professional manner
• Receive and process incoming customer purchase orders
• Ensure customer purchase orders have the correct shipping address
• Send customer invoices via USPS mail, e-mail, and customer service portals as requested
• Process credit memos once items have been returned to inventory

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