Representative

• Open new consumer and small business accounts and memberships through digital platforms
• Identify consumer lending opportunities and refer small business lending opportunities to the Virtual Delivery Officer
• Conduct proactive outbound calls to members and indirect members
• Onboard new and indirect members, assisting with digital account setup, maintenance, and service needs
• Cross-sell products and services aligned with members' financial needs and develop customized follow-up plans
• Use digital tools to communicate through members' preferred channels
• Interview members to maximize sales and service opportunities for loans, deposits, and other financial services
• Explain digital and traditional financial services, overcome objections, and recommend appropriate products and services
• Build long-term member relationships through follow-up across various channels
• Support members who prefer or are unable to visit branches with account maintenance through digital channels
• Refer members to Investments, Business Services, Insurance, and Lending
• Ensure compliance with state and federal regulations and complete required reports, including Suspicious Activity Reports, Currency Transaction Reports, and OFAC reports
• Perform other duties as assigned

Remote onboarding representative opening digital memberships for Peak Credit Union

Delivery Onboarding Representative

Remote representative onboarding digital members for Peak Credit Union, a member-focused financial institution.
Opening accounts, identifying lending opportunities, and supporting members through digital channels.

• Deliver sustainable and profitable sales and market share growth in the assigned territory
• Lead implementation of product placement, programs, and services within assigned stores
• Support customer satisfaction through teamwork, empowerment, consultative problem-solving, honesty, integrity, and responsive customer service
• Serve as customers' go-to expert by applying technical knowledge, business acumen, and a thoughtful customer approach
• Develop and cultivate relationships with new business and existing accounts to increase profitability and sales growth
• Drive, orchestrate, and close opportunities with key partners
• Use solution-based selling skills and provided selling tools to meet customer needs
• Seek and qualify new business according to company account stratification goals
• Research customer business needs and develop product and service mixes to meet demands
• Travel daily and overnight within the region and work evenings/weekends when necessary

Territory Representative driving paint sales growth for Benjamin Moore across Portland and Vancouver

Territory Representative

Territory Representative growing paint sales and market share for Benjamin Moore across Portland, Oregon and Vancouver, Washington. Managing retailer relationships, product placement, and consultative sales opportunities.

• Prepare, validate, and complete all steps needed to clear new cases for pre-scheduled services
• Validate and gather insurance and demographic information
• Contact insurance companies by website, phone, or fax to verify benefits and obtain authorizations
• Identify insurance guidelines and facilitate communication
• Use the EPIC system to verify benefits and eligibility
• Complete and obtain necessary authorizations for scheduled services
• Collaborate with clinical providers, on-site case management, and LPN/RN or Nurse Auditor staff
• Perform pre-service collection estimation and communicate patient liability
• Provide point-of-service information and logistics to support an exceptional patient experience
• Maintain compliance with applicable laws, accreditation standards, regulations, privacy, and safety requirements
• Perform other related duties as required

Pre-Service Representative verifying insurance and authorizations for Ochsner Health patients

Pre-Service Representative

Pre-Service Representative verifying insurance benefits and securing authorizations for Ochsner Health patients. Communicating liability and coordinating pre-service requirements before scheduled care.

• Responsible for preparation, editing and submission of accurate and timely insurance claims to regulatory payers
• Reviews and resolves billing edits in EPIC and in claims scrubber system
• Verifies accuracy of claims submitted to payers
• Claims process includes reconciling claim runs, creating electronic claim files, and resolving errors
• Resolve claims editing issues and interact with third party clearinghouse or the claims scrubber vendor to produce clean claims
• Identify recurring billing errors and trends and report them to supervisor when necessary
• Conduct research/analyze coding errors, document billing issues/trends, and assist with problem solving and solutions
• Process credit balances due to regulatory payers

Senior Patient Accounts Representative preparing and submitting insurance claims in the US

Senior Patient Accounts Representative

Senior Patient Accounts Representative responsible for accurate insurance claims submission. Join Providence Swedish, delivering patient-focused financial services in healthcare.

• supports the provider community in a variety of areas including but not limited to virtual and onsite visits, claims follow up and research support, as well as virtual and face-to-face training development and delivery
• performs routine to complex tasks that are related to provider claiming, program policies, and training
• provides training (workshops, seminars, program specific group events) to the provider community and acts as liaison with internal departments and the customer
• provides one-on-one billing support, claim research and analysis, and targeted outreach to providers; supports provider association inquiries and events
• acts as an escalation point for internal claims staff
• liaises with internal departments and the client to ensure that all provider concerns are resolved in a timely and efficient manner
• applies knowledge of established policies and procedures to resolve provider issues, and to work with the customer to ensure compliance
• exercises independent judgment within defined practices and procedures to define appropriate actions

Provider Field Representative supporting provider community in various areas of Medicaid programs

Provider Field Representative

Provider Field Representative supporting provider community in areas like claims and training delivery. Working closely with Medicaid programs in the DC metropolitan area and liaising between providers and internal departments.

• Advise Project Owner on all aspects of commercial construction projects from concept to completion.
• Ensure compliance with environmental regulations and permits throughout the construction process, including environmental impact assessments and mitigation measures.
• Monitor all project schedules, provide early feedback on performance and risk to those schedules, and support timely completion of all project milestones.
• Identify potential risks and develop mitigation strategies to better position the project for success.
• Monitor the Contractor’s quality control measures to ensure construction activities meet industry standards and Owner expectations.
• Serve as a key conduit of information exchange between all on-site stakeholders, providing regular updates on project progress and addressing any concerns that may arise.
• Observe and influence the activities of construction teams, subcontractors, and support staff on behalf of the Owner, fostering a collaborative and safety-focused work environment.
• Consult to ensure compliance with safety regulations and best practices and recommend corrective actions to maintain a safe work environment for all personnel.
• Maintain accurate project documentation, including contracts, permits, change orders, and progress reports, and provide regular reporting to stakeholders.

Construction Manager serving as Owner's Representative for large-scale projects

Owner's Representative

Construction Manager serving as Owner's Representative in remote environments. Overseeing construction management responsibilities and ensuring alignment with Owner's vision and objectives.

• Promote an inclusive work environment.
• Passionately promote the Superfeet brand, product line, and philosophy.
• Creatively execute sales and marketing initiatives.
• Enthusiastically approach customer interactions with a service-oriented mindset.
• Actively support the Sales, Marketing, and Product Teams.
• Accept new assignments readily and help team members be successful.

Field Experience Representative promoting Superfeet brand in Oregon & Washington.

Field Experience Representative

Field Experience Representative fostering brand engagement and driving sales initiatives across Oregon and Washington for Superfeet. Passionate about footwear industry and delivering positive customer interactions.

• Using established protocols, monitor, research and update patient accounts to reconcile and maximize reimbursement.
• Answers patient, insurance calls and correspondence resolving questions in a time frame that meets or exceeds department standards.
• Acts as liaison between Patient Accounts and physician offices, insurance carriers and other third-party payers to assist with questions and resolve unpaid accounts.
• Follow guidelines to adjust accounts based upon the patient/account status (deceased patient, small balance, charity, etc.).

Patient Accounts Representative reconciling accounts for healthcare organization

Patient Accounts Representative

Patient Accounts Representative reconciling and updating patient accounts for a healthcare organization. Acts as a liaison between patients, insurance, and third-party payers while maximizing reimbursement.

• Responsible for onboarding of new accounts, activations, and quality control of all new merchant accounts.
• Reviewing daily assignment queue for account onboarding.
• Reviewing application, pricing, and approval parameters to ensure record completion.
• Keying and synching account data as required to ensure onboarding is accurately completed promptly.
• Communicate with partners and staff members as needed in cases where additional information may be needed.
• Data entry as required for completing corrections, action items and additional step request items.
• Data sensitive maintenance requests.
• Account updates.
• Department related projects and assignments.
• Departmental communication for efficiently managing workload.
• Attending required department meetings and training.
• Supporting specialized projects on an as-needed basis as directed by Department or Company leadership.
• Other duties as assigned.

Boarding Representative II responsible for onboarding merchant accounts remotely

Boarding Representative II

Boarding Representative II responsible for onboarding merchant accounts for Maverick Payments. Handling account activations and quality control from a remote setting.

• Execute brand strategy and tactics in field, sales performance, effectively manage assigned territory and targeted accounts
• Build strong customer relationships and customer needs solving capability to maximize short and long term sales performance
• Deliver sales performance, brand KPIs, financial targets, marketing objectives, etc. in order to meet or exceed on those objectives.
• Create pre-call plan using SMART objectives and execute post-call evaluation in order to continuously improve sales performance.
• Effectively handle objections, misunderstandings, concerns and consistently gain logical and reasonable calls to action in order to close on every sales call.
• Proactively and continuously aspire to serve customer needs, customer expectations and challenges in order to build trusted customer relationships and to achieve win-win agreements between AbbVie and customers.
• Develop and execute a call plan that achieves set call metrics and optimizes coverage and frequency to key customers in order to maximize access and sales opportunities.
• Continuously build understanding on customer needs and expectations, territory market landscape, competitors, market segments/dynamics, accounts, disease, product, clinical and sales expertise and share this market intelligence information with in-field team, brand team and sales manager to achieve alignment, to anticipate environmental changes and challenges and to optimize brand strategy and its execution.
• Differentiate AbbVie’s value proposition with health providers assigned and identify, develop and maintain disease state experts and speakers/advocates in order to maximize brand performance.

Specialty Representative executing brand strategy and managing customer relationships at AbbVie

Specialty Representative, Rheumatology

Specialty Representative executing brand strategy and managing customer relationships in immunology at AbbVie. Field-based role requiring strong customer relationship-building and sales performance skills.

• Provide accurate, professional, courteous, and timely responses to candidate inquiries via telephone, email, and chat for LSAT programs.
• Efficiently processes candidates’ inquiries, researches, and resolves candidate concerns.
• Representing LSAC, providing first-level telephone, email, and chat support to LSAC registrants in fast-paced Contact Center.
• Work under supervision of the Director of Customer Relationships assisted by Supervisory team.
• Enter their availability to work various shifts between 9:00am - 9:00pm, and then are scheduled up to 29 hours a week.
• Must be available to work 40 hours a week for your first 2 weeks for paid training.
• All CRRs must be available and are scheduled to work a minimum of eight weekends a year to meet our client's needs.

Customer Relationship Representative providing support via phone, email, and chat.

Customer Relationship Representative – Part-Time

Customer Relationship Representative providing accurate responses to LSAT program inquiries via telephone, email, and chat. Working remotely to process candidate inquiries and resolve concerns within a fast-paced Contact Center.

• Increase commercial revenue by reducing commercial churn
• Identify customers who should be on contract or customers whose contracts are expiring
• Handle and identify Business Solutions opportunities for Business customers
• Assist with customer care for Business customers
• Demonstrate full understanding of current marketing campaigns and products
• Communicate sales activities, reports, and results as requested by Management
• Effectively communicate product and service information to each customer
• Monitor and manage past due accounts
• Attempt to retain or renew customers seeking disconnect, downgrade, or changes to service
• Frequent and regular communication with management team
• Manage and develop customers through Salesforce Sales Cloud

Commercial Retention Representative increasing revenue by reducing churn for Vyve Broadband

Commercial Retention Representative

Commercial Retention Representative working with businesses to reduce churn and increase revenue for Vyve Broadband. Responsibilities include customer account management and Salesforce utilization.

• Serve as the primary technical field support resource for Rebel Power and communications products
• Provide on-site assistance to defense, government, and commercial customers
• Support customer demonstrations, training, product integration, troubleshooting, and operational field exercises
• Serve as the technical liaison between customers and internal teams
• Work closely with Business Development, Sales, Program Management, and Engineering to ensure successful product deployment

Field Service Representative providing technical support for Rebel Power products

Field Service Representative

Field Service Representative providing technical support for Rebel Power and communications products. On-site assistance for customers, supporting demos, training, and deployments.

• Conduct engaging training sessions that include lectures, hands-on laboratory work, and field exercises.
• Facilitate courses and product support at our L3Harris locations, customer facilities other customer sites worldwide.
• Collaborate with cross-functional teams to provide tactical communications solutions that meet the evolving needs of our customers.
• Demonstrated ability to master and teach complex technical systems.
• Work closely with the Account and Program Management team to achieve business goals through customer interactions and support.

Field Service Representative maintaining and supporting tactical communications equipment

Tactical Radios Field Service Representative

Field Service Representative maintaining and supporting tactical communications equipment at L3Harris. Collaborating with technical teams to ensure product integrity and enhance customer engagement.

• Support educators by addressing inquiries about their life and retirement insurance policies
• Provide exceptional customer service through phone calls, emails, and live chats
• Develop strong knowledge of Horace Mann Life and Retirement insurance products, services and policies
• Handle and problem solve customers' inquiries via phone, email, and chats
• Ensure a great customer experience in both written and verbal communications
• Responsible for proactive up-sell and cross-sell of insurance solutions to existing customer base

Customer Service Representative supporting educators with life and retirement insurance inquiries

Service Representative – Life and Retirement

Customer Service Representative providing support to educators with life and retirement insurance inquiries through various communication channels. Requires no prior license with training provided for those without insurance experience.

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Financial Representative educating clients on financial planning at Northwestern Mutual

Outside Representative

Financial Representative at Northwestern Mutual educating clients on financial planning and insurance options. Collaborating with a supportive local team to provide excellent customer service and build lasting relationships.

• Inspects, services, and repairs equipment on which training has been provided
• Performs preventive maintenance within scheduled time frames
• Sells service business within the territory
• Provides corrective maintenance on equipment
• Ensures quality standards are met or exceeded
• Responsible for all assigned company assets
• Completes timely paperwork and documentation
• Maintains personal development and training goals
• Responsible for maintaining financial cost effectiveness within territory
• Communicates accurate technical findings

Field Service Representative repairing cardiopulmonary equipment for medical tech company

Field Service Representative II, Cardiopulmonary

Field Service Representative inspecting and servicing cardiopulmonary equipment for global medtech company. Working with sales to maintain strong service presence in assigned territory.

• Demonstrates good customer service skills while initiating outbound calls and receiving inbound calls from customers.
• Negotiates account resolution and accurately inputs and documents actions within the collection systems.
• Maintains up-to-date customer contact information in the collections systems.
• May be required to support other queues to facilitate teamwork in the department.
• Escalates and assists other team members with calls as needed.
• Serves as a resource/subject matter expert and may provide training to fellow team members.
• May be required to initiate external contact with customers and may perform advanced loss prevention activities.
• Review the Month to Date (MTD) sent by the clubs for accuracy.
• Daily review of ABC on prior day dues collections and all club entries.
• Process all refunds from ABC and Point of Sale (POS). Research all refunds from the clubs for accuracy.
• Oversees 3rd party collections and all communication that is needed to the clubs from Swift.
• Works as the liaison between ABC and the Club Operations Managers.
• Timely, responsive, courteous communication with all member inquiries, questions, concerns, and needs.

Member Services Representative handling day-to-day management of dues growth

Member Services Representative

Member Services Representative working for UFC GYM managing dues growth and providing customer service via calls. Responsible for account resolutions and supporting team members.

• Provide superior customer service to MVB clients and internal stakeholders regarding consumer and business online banking products and services.
• Perform daily administration duties to include, but not limited to, building and coding online banking profiles as per procedures and client agreements, daily report monitoring, and enrolling or updating businesses products and services (i.e. ACH, wire, Remote Deposit Capture, bill pay, positive pay, Estatements)
• Facilitate, install and train new Remote Deposit Capture and Positive Pay clients
• Assist Retail, Commercial, and Treasury teammates with sales presentations of online banking and RDC products
• Provide one-on-one end-user, tier two issue resolution support for consumer and business products and services via phone, email or through chat
• Support mRDC, mobile banking, and bill pay
• Support testing and implementation of changes relating to business online banking features (including ACH, wires, positive pay, etc.)
• Identify problems and/or potential problems and take the necessary steps to resolve or escalate
• Routinely provide enhancement recommendations or efficiencies
• Routinely provide training support for internal teammates and other lines of businesses
• Provide back-up support to other department roles
• Work with minimal supervision

Customer service role providing support for online banking products at MVB

Digital Banking Service Representative

Provide customer service to MVB clients for online banking products. Perform administrative duties and support product rollouts and training while residing in the United States.

Representative jobs in Washington

See all jobs on JobTailor