We are looking for a Licensing Specialist to support agent onboarding and contracting activities while delivering a high level of service throughout the process. This contract opportunity with potential for a permanent role is based in Minnesota and is ideal for someone who enjoys administrative coordination, problem-solving, and improving day-to-day workflows. The person in this role will help maintain accurate contracting records, respond to agent needs, and contribute to a collaborative team focused on timely, efficient execution.<br><br>Responsibilities:<br>• Prepare and submit contracting packets, licensing documents, and related forms for new and existing agents and agencies with a strong focus on accuracy and completeness.<br>• Track pending submissions and conduct regular follow-up to help move paperwork through approval stages without unnecessary delays.<br>• Manage agent profile updates and contract revisions while identifying practical ways to simplify and improve the overall process.<br>• Use working knowledge of insurance-related products, services, and procedures to investigate issues and support timely resolution for agents.<br>• Meet established service expectations by handling tasks efficiently, maintaining organized records, and prioritizing deadlines effectively.<br>• Navigate carrier portals and follow carrier-specific procedures to complete submissions, verify status updates, and address processing issues.<br>• Partner closely with colleagues to support shared objectives, provide backup when needed, and contribute to a positive team environment.<br>• Communicate professionally through email and other channels to answer questions, provide status updates, and ensure a smooth experience for agents.
<p>We are looking for a Customer Accounts Specialist to support business customers by managing orders with accuracy, urgency, and a high level of service in Oxford area. This position plays a key role in keeping account activity organized from order receipt through final delivery while maintaining clear communication with customers and internal teams. The ideal candidate brings strong spreadsheet skills, sound judgment, and the ability to balance multiple priorities in a fast-moving environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee assigned customer accounts throughout the full order lifecycle, from order entry and confirmation to shipment coordination and completion.</p><p>• Enter, update, and maintain order information across ERP tools, customer-facing portals, and related account management systems.</p><p>• Track inventory levels, open orders, and delivery schedules to spot potential issues early and help prevent service disruptions.</p><p>• Resolve account concerns such as shipment exceptions, product returns, credit requests, claims, and order discrepancies in a timely manner.</p><p>• Work closely with carriers and internal partners to arrange shipments, replacements, return activity, and required transportation documents.</p><p>• Keep customers informed about product availability, expected turnaround times, and any changes that may affect delivery commitments.</p><p>• Maintain accurate account records, including shipping preferences, routing details, and customer-specific instructions.</p><p>• Build and analyze Excel reports, including pivot table summaries, to monitor orders, inventory activity, backorders, and shipment performance.</p><p>• Partner with Sales, Operations, Production, Logistics, Accounting, and IT to support efficient and accurate fulfillment.</p><p>• Recommend practical process improvements while maintaining strong attention to detail and accountability across assigned accounts.</p>
<p>Our client, a privately owned manufacturing company is looking for a proactive and detail-focused Order Entry Specialist/Customer Service Representative to support customers and internal sales activity in Northbrook, Illinois. This role plays a key part in keeping orders accurate, communications timely, and service expectations high in a fast-moving distribution environment. The ideal candidate is comfortable balancing customer interaction, order administration, and cross-functional coordination while maintaining strong follow-through. </p><p><br></p><p><strong><u>Position Details:</u></strong></p><p><strong>Schedule: </strong>100% on-site from 8:30am-5:00pm</p><p><strong>Salary: </strong>$45,000-$60,000</p><p><strong>Benefits: </strong>Health, vision, dental, 401k + match, LTD, STD, Life Insurance, FSA, PTO</p><p><br></p><p>Responsibilities:</p><p>• Process customer orders with a high degree of accuracy and ensure all information is entered correctly into the company’s order management platform.</p><p>• Respond to customer and sales team inquiries regarding product details, pricing, availability, and open order progress for assigned accounts.</p><p>• Work closely with warehouse and operations teams to confirm service status, clarify priorities, and obtain current updates on active orders.</p><p>• Visit operational areas when necessary to verify order progress firsthand and gather timely information for customer communication.</p><p>• Maintain complete and accurate notes on order activity, status updates, and follow-up actions within internal systems.</p><p>• Communicate delays, changes, or urgent issues promptly so customers remain informed and expectations are managed appropriately.</p><p>• Track requests through resolution, ensuring questions are answered fully and no customer need is left unresolved.</p><p>• Help sustain an organized communication process that supports efficient handling of daily order volume and service-related requests.</p><p><br></p><p><strong><em>Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster</em></strong></p>
<p>We are looking for a Client Onboarding Specialist to support new clients as they move through the account setup and funding journey. In this role, you will deliver a smooth, well-organized onboarding experience by answering process questions, coordinating key touchpoints, and ensuring documentation is complete and accurate. The ideal candidate brings a service-focused approach, strong attention to detail, and the ability to work across teams while handling sensitive financial information with care.</p><p><br></p><p>Responsibilities:</p><p>• Lead clients through available account funding methods, including cash deposits, contributions, rollovers, and in-kind transfers, while clearly explaining required paperwork and next steps without offering tax, legal, or investment guidance.</p><p>• Manage scheduled onboarding conversations from the initial welcome call through the transition to the service team, including portal orientation, security guidance, investment process education, reporting overviews, progress reviews, and final handoff coordination.</p><p>• Examine submitted forms and supporting documents for completeness and accuracy, and follow up promptly to obtain any outstanding beneficiary or account information.</p><p>• Maintain precise client data in HubSpot and verify that call activity is properly captured through Talkdesk for reliable recordkeeping.</p><p>• Take immediate ownership of company-related service issues by communicating with clients the same day, documenting the matter, and setting clear expectations for resolution.</p><p>• Conduct client check-ins tied to onboarding quality and satisfaction, then escalate concerns or complete follow-up actions according to established service standards.</p><p>• Apply approved discretion for fees and processing decisions when appropriate, and direct sales-related account matters through the correct internal channels.</p><p>• Collaborate with Sales, Relationship Management, Operations, Marketing, Technology, Product, and Compliance to improve the client experience and recommend workflow enhancements as manual processes become more automated.</p><p>• Use AI-enabled and productivity tools responsibly to improve efficiency, protect regulated information, and share effective practices that strengthen team performance.</p>