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185 results for Member Services Manager jobs

Member Services Representative

Baton Rouge, LA
onsite
Temporary
18 - 20 USD / Hourly
We are looking for a dedicated Member Services Representative to join our team on a contract basis in Baton Rouge, Louisiana. In this role, you will provide exceptional support to members by addressing inquiries, offering tailored solutions, and promoting financial products and services. This position is well-suited for individuals with a strong background in customer service and experience in banking or financial institutions. Responsibilities: • Respond to member inquiries and resolve issues efficiently, ensuring a positive customer experience. • Promote and educate members on financial products and services to meet their needs. • Maintain accurate records of member interactions and transactions in the system. • Handle a high volume of calls in a fast-paced call center environment while maintaining professionalism. • Assist members with account management, including deposits, withdrawals, and balance inquiries. • Collaborate with team members to meet performance goals and service standards. • Uphold compliance with banking regulations and company policies. • Participate in ongoing training to stay updated on financial products and services. • Provide face-to-face customer support as needed, ensuring a personalized approach to service. • Work rotating Saturdays with a flexible day off during the week.
2026-04-10T00:00:00Z

Member Services Representative

Durham, NC
onsite
Temporary
17 - 18 USD / Hourly
We are looking for a motivated and detail-oriented Member Services Representative to join our team in Durham, North Carolina. In this long-term contract role, you will play a key part in delivering top-notch customer service in a fast-paced call center environment. This position is ideal for someone who thrives on assisting others and enjoys working with technology to resolve customer inquiries efficiently. Responsibilities: • Handle a high volume of inbound calls, providing prompt and courteous assistance to members. • Address and resolve customer inquiries, ensuring satisfaction and timely follow-up. • Accurately process transactions, including payments and account updates, while adhering to cash handling procedures. • Utilize computer systems to input data, track customer interactions, and manage account information. • Maintain a thorough understanding of company policies and services to provide accurate information to members. • Collaborate with team members to ensure seamless service delivery and support. • Identify and escalate complex issues to the appropriate department for resolution. • Meet or exceed performance metrics, including call handling time and customer satisfaction ratings. • Stay updated on new products, services, and system changes to better assist customers.
2026-04-10T00:00:00Z

Member Services Representative

Sacramento, CA
onsite
Temporary
26 - 28 USD / Hourly
We are looking for a dedicated Member Services Representative to join our team in Sacramento, California. In this long-term contract role, you will be responsible for delivering exceptional service to members, ensuring their inquiries and concerns are handled efficiently and professionally. If you thrive in a fast-paced environment and enjoy connecting with people, this position offers an excellent opportunity to showcase your customer service skills. Responsibilities: • Respond to inbound calls from members and provide clear and accurate information regarding their inquiries. • Address member concerns with professionalism and empathy, ensuring a positive experience. • Manage patient intake processes efficiently while maintaining attention to detail. • Utilize computer systems, including Salesforce, to document interactions and track member information. • Handle both inbound and outbound calls to resolve issues and assist members effectively. • Demonstrate proficiency in navigating a fast-paced call center environment. • Collaborate with team members to meet service-level agreements and organizational goals. • Provide support to veterans and ensure their specific needs are met with care. • Maintain compliance with all company policies and procedures during member interactions. • Continuously improve processes to enhance the overall member experience.
2026-04-15T00:00:00Z

Member Services Representative

Saint Louis, MO
onsite
Temporary
19.95 - 23.1 USD / Hourly
We are looking for a proactive Member Services Representative to join our team in Saint Louis, Missouri, on a long-term contract basis. This role is ideal for someone passionate about delivering exceptional customer support while maintaining strong organizational skills in a fast-paced environment. As part of the healthcare and social assistance industry, you will play a key role in ensuring smooth operations and positive member experiences. Responsibilities: • Accurately process membership applications, payments, and updates to member records. • Reach out to members for renewals and engagement throughout their membership journey. • Provide support during events, including staffing the member services booth at the Annual Session. • Assemble informational packets, certificates, and other materials for members. • Offer administrative assistance such as greeting visitors and handling inquiries. • Ensure timely and effective communication with members via phone and email. • Maintain a high level of accuracy in data entry and record-keeping. • Collaborate with team members to improve processes and workflows. • Address member concerns with professionalism and problem-solving skills. • Stay informed about membership benefits and program updates to provide accurate information.
2026-04-13T00:00:00Z

Member Services Representative

Pearland, TX
onsite
Temporary
13 - 13.41 USD / Hourly
We are looking for a dedicated Member Services Rep to join our client's team in Pearland, Texas, on a contract basis. This position focuses on supporting the Utilization Management department by ensuring accurate and timely processing of authorization requests while maintaining clear communication with providers and members. The role offers an opportunity to contribute to operational efficiency, regulatory compliance, and quality patient care in a health insurance environment. Key Responsibilities:<ul><li>Handle inbound calls from providers, members, and facilities regarding authorization requests, status updates, and coverage questions</li><li>Review and process authorization requests received via phone, fax, and electronic systems</li><li>Create and document authorization cases accurately within utilization management systems or EHR platforms</li><li>Route cases requiring medical necessity review to clinical staff (RNs, LVNs, Medical Directors)</li><li>Communicate authorization determinations to providers and members in compliance with regulatory requirements</li><li>Maintain accurate, timely documentation to support compliance and operational standards</li><li>Collaborate with internal teams to ensure efficient case processing and resolution</li></ul>
2026-04-02T00:00:00Z

Member Services Processing Representative

Rock Island, IL
onsite
Temporary
18.5 - 18.5 USD / Hourly
Are you detail‑driven, organized, and thrive in a “heads‑down” workflow? Robert Half is partnering with a long‑standing, community‑focused life insurance organization to add a Member Services Processing Representative to their Customer Support Center Processing team. This is a great fit for someone who enjoys structured tasks, data accuracy, and navigating multiple systems throughout the day. Why Candidates Love This Opportunity<ul><li>Clear, structured work with predictable workflows</li><li>A respected organization with a long history and strong community impact</li><li>Supportive team culture—not a call center role, but a processing environment</li><li>The ability to stay “in the zone” and feel accomplished each day</li><li>Hybrid/remote flexibility</li></ul>What You’ll DoYou’ll work inside the Customer Support Center’s digital worklists—processing tasks submitted by phone representatives, such as:<ul><li>Beneficiary changes</li><li>Reinstatements</li><li>Loan processing and cash surrenders</li><li>Reviewing, tracking, and processing annuity applications (secondary workflow)</li><li>Entering application data into internal trackers</li><li>Sending follow‑up emails and occasional calls to other carriers to confirm receipt or request needed info</li><li>Navigating multiple internal systems to complete back‑office processing tasks</li><li>Partnering with trainers or teammates when you need support</li><li>Maintaining accuracy, speed, and productivity throughout the day </li></ul>This role is minimal phone work—most of your day is spent processing, reviewing, and updating member information in a structured queue. Interested? Apply today!Reach out to us at 📞 (563) 359‑7535 We’d love to connect and share more about how this role aligns with your experience and goals.
2026-03-20T00:00:00Z

Customer Service Manager

Mason, OH
onsite
Contract / Temporary to Hire
26 - 30 USD / Hourly
Are you a dynamic leader with a passion for customer satisfaction and team development? Our organization is seeking a motivated Call Center Customer Service Manager to oversee daily operations, drive performance, and cultivate a positive work environment in our fast-paced call center.Responsibilities:<ul><li>Lead and inspire a team of customer service agents to deliver outstanding service across all channels.</li><li>Monitor and analyze key performance metrics, implementing strategies to improve customer experience and operational efficiency.</li><li>Provide ongoing coaching, training, and feedback to support staff development and ensure high performance.</li><li>Handle escalated customer issues, ensuring swift and effective resolution.</li><li>Manage scheduling, resource allocation, and workforce planning to maintain optimal coverage.</li><li>Collaborate cross-functionally with other departments to identify opportunities for process improvements.</li><li>Report regularly to senior leadership on department achievements, challenges, and plans for continuous improvement.</li></ul>
2026-04-17T00:00:00Z

Customer Service Manager

Elkhart, IN
onsite
Permanent
60000 - 80000 USD / Yearly
On behalf of our client we are looking for an experienced Customer Service Manager to lead and manage our customer service operations in Elkhart, Indiana. This role involves overseeing a team of service experts, driving process improvements, and ensuring exceptional experiences for both customers and employees. The ideal candidate will bring strong leadership skills, operational expertise, and a passion for delivering outstanding service. Compensation: $60k-$80k + 10% bonusMonday-Friday Onsite 8:00am-5:00pmBenefits: Medical, Dental, Vision, 401k, PTO, Sick days Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster Responsibilities:• Supervise and guide the customer service team of 10-15 people. including hiring, training, scheduling, and conducting performance evaluations• Call center experience • Foster a collaborative and high-performing team.• Oversee daily customer service operations.• Identify and address operational challenges.• Ensure adherence to company policies, procedures, and safety standards.• Provide administrative support to the District Manager.• Recommend and implement process improvements.
2026-04-14T00:00:00Z

Customer Service Manager

Anoka, MN
onsite
Permanent
75000 - 85000 USD / Yearly
This position will oversee day to day operations and lead our client’s customer service team with a focus on driving continuous improvement initiatives. This leader will play a key role in delivering an exceptional customer experience, optimizing internal processes, and building a high-performing, customer-focused team. Key Responsibilities<ul><li>Lead, coach, and develop a customer service team while fostering a high-performance and customer-first culture</li><li>Oversee daily customer service operations, including order processing, inquiries, and issue resolution</li><li>Manage and resolve customer concerns via phone and email, including escalated issues</li><li>Process and oversee RMAs, mis-shipments, and customer contract administration</li><li>Monitor and analyze key performance indicators (KPIs) such as response time, resolution rate, and customer satisfaction; implement improvements as needed</li><li>Collaborate cross-functionally with sales, operations, and supply chain to ensure seamless service delivery</li><li>Identify and implement process improvements to drive efficiency and enhance the customer experience</li><li>Develop and deliver training programs to support team growth and consistency in service standards</li><li>Support CRM/ERP system enhancements and digital transformation initiatives</li><li>Participate in hiring, onboarding, and ongoing development of customer service staff</li><li>Establish and maintain strong relationships with customers and key stakeholders</li></ul>
2026-04-08T00:00:00Z

Client Services Account Manager

Indianapolis, IN
onsite
Permanent
55000 - 75000 USD / Yearly
We are looking for a dedicated Client Services Account Manager. This role requires a proactive individual who can coordinate production, liaise with clients, and maintain high standards of service delivery. Based in Indianapolis, Indiana, this position offers an opportunity to make a significant impact by ensuring customer satisfaction and operational excellence. Responsibilities:• Serve as the primary point of contact for clients, maintaining open communication to address inquiries, resolve issues, and provide updates on project status.• Create and manage detailed work orders, ensuring all necessary information is included for accurate and efficient production execution.• Prepare and send postage requests to clients as needed, ensuring timely and accurate processing.• Monitor the progress of job orders throughout the production cycle, collaborating with production teams to meet deadlines and quality standards.• Oversee the pre-billing process by accurately accounting for all services performed on assigned jobs.• Expedite completed job billing to the accounting team to ensure prompt invoicing.• Participate in daily production meetings, contributing to departmental planning and sharing client-specific insights to improve processes.• Build and maintain client trust through consultative selling, identifying customer needs, and presenting tailored solutions.• Document all client interactions and project details to ensure transparency and effective communication across teams.
2026-04-09T00:00:00Z

Card Services Manager

Baton Rouge, LA
onsite
Permanent
65000 - 75000 USD / Yearly
We are looking for a dynamic and experienced Card Services Manager to join our client's Card Services team in Baton Rouge. In this role, you will oversee the team responsible for managing card programs, ensuring operational efficiency, and delivering exceptional member service. This position requires a strategic thinker who can drive growth, mitigate fraud risks, and uphold compliance standards. Responsibilities:• Recruit, train, and manage the Card Services Department staff to foster a high-performing team.• Ensure the team consistently delivers excellent service to members while improving service standards.• Design and implement departmental processes to optimize operational efficiency.• Partner with card processors and marketing teams to grow the credit union's card portfolio through promotional efforts.• Collaborate with lending and collections departments to align card programs with organizational strategic goals.• Monitor and analyze card activity to identify and proactively address debit and credit card fraud.• Meet and exceed service and sales benchmarks for the department.• Prepare and present monthly reports to track departmental performance and progress.• Develop, manage, and oversee the department's budget in alignment with broader organizational objectives.• Review and approve credit limit changes, name updates, and other credit maintenance tasks.
2026-04-08T00:00:00Z

Client Services Associate or Manager

Minneapolis, MN
onsite
Permanent
70000 - 90000 USD / Yearly
We are looking for an experienced and detail-oriented Client Services Associate or Manager to join our team in Minneapolis, Minnesota. In this role, you will support high-level executives and teams by, overseeing client interactions, and facilitating investment-related transactions. The ideal candidate will thrive in a fast-paced environment, possess exceptional organizational skills, and demonstrate a commitment to delivering outstanding client service. Responsibilities:• Coordinate complex client transactions, including preparing and tracking documentation for investments such as 1031 exchanges and real estate deals.• Collaborate with title companies, exchange accommodators, and investment sponsors to manage investment closings and ensure timely processing.• Assist with client onboarding processes to ensure smooth transitions and effective communication.• Monitor ongoing client transactions and investment timelines, ensuring deadlines are met and clients remain informed.• Provide proactive and responsive support for client inquiries regarding investment-related services.• Facilitate internal communications for executives, including meeting coordination and administrative support.• Work collaboratively with cross-departmental teams to maintain an efficient and effective workflow.• Uphold confidentiality standards for all client and firm-related information.• Support executives in streamlining communication and managing priorities related to client services and transactions. If you are interested in joining this growing investment advisory firm please contact Doug Rickart on LinkedIn , call Doug at 612-249-0330 or apply through the ink provided.
2026-03-19T00:00:00Z

Customer Service Account Manager

Franklin, TN
onsite
Permanent
45000 - 55000 USD / Yearly
We are looking for a motivated and detail-oriented Customer Service Account Manager to join our team in Franklin, Tennessee. In this role, you will play a key part in ensuring customer satisfaction by managing orders, coordinating logistics, and maintaining clear communication with clients. The ideal candidate thrives in a fast-paced environment and is committed to delivering exceptional service. Responsibilities: • Oversee the fulfillment of customer orders, ensuring all requirements are met and promptly communicating updates to clients. • Arrange transportation that aligns with customers’ delivery expectations and timelines. • Prepare and complete invoices and customs documentation for orders, ensuring timely delivery of paperwork to customers. • Maintain effective communication with assigned accounts, addressing and resolving issues in a timely manner. • Update and manage order tracking systems, providing regular updates on shipment status until delivery is complete. • Identify opportunities for process improvements and implement solutions to enhance efficiency. • Collaborate with internal teams to ensure a seamless customer experience. • Handle additional duties and responsibilities as assigned to support the team.
2026-04-17T00:00:00Z

Customer Care Manager

Davenport, IA
onsite
Permanent
47000 - 55000 USD / Yearly
Are you a people‑first leader who loves developing teams, improving performance, and creating an outstanding customer experience? Do you thrive in fast‑paced environments where coaching, accountability, and positivity all matter? If so… this role was made for you.We’re looking for a Customer Care Manager to lead our client's Appointment Center/Customer Care team — someone who knows how to build morale, boost KPIs, and bring out the best in every team member. What Makes This Role ExcitingThis isn’t a behind‑the‑glass leadership job. You’ll be in the action — coaching, strategizing, refining processes, and celebrating wins. You’ll shape a team’s culture, impact customer satisfaction, and directly influence company growth.If you love meaningful leadership and hands‑on impact, you’ll feel right at home. What You’ll Lead & OwnIn this role, you’ll take charge of:Team Leadership & Coaching<ul><li>Managing daily operations of the Appointment & Customer Care Center</li><li>Providing real‑time coaching through call reviews, scripting feedback, and performance mentoring</li><li>Supporting and developing team members to reach their full potential</li></ul>Driving KPIsYou’ll oversee improvement and consistency in:<ul><li>Low cancellation rate</li><li>Speed to lead</li><li>Lead‑to‑appointment conversion</li><li>Appointment run rate</li></ul>Operational & People Management<ul><li>Running weekly/monthly leadership meetings</li><li>Interviewing, evaluating, and partnering with HR on performance management</li><li>Supporting hiring, onboarding, and training</li><li>Handling escalated customer issues with professionalism</li><li>Overseeing receptionist and inside sales teams</li><li>Fostering a positive, engaging employee and customer experience</li></ul>
2026-04-03T00:00:00Z

Service Delivery Manager

Winter Park, FL
onsite
Permanent
90000 - 115000 USD / Yearly
We are looking for an experienced Service Delivery Manager to oversee IT operations and ensure seamless delivery of technology services to our clients. This role requires strong leadership skills and a deep understanding of IT infrastructure and support systems. Based in Winter Park, Florida, you will play a critical role in managing service performance and driving efficiency. Responsibilities: • Manage the delivery of IT services, ensuring performance standards and client satisfaction are consistently met. • Oversee remote desktop support operations to resolve technical issues quickly and effectively. • Coordinate and optimize the use of collaboration tools such as Cisco Webex Meetings. • Administer and maintain Azure Active Directory, ensuring secure and efficient user management. • Implement and monitor ITIL processes to improve service delivery and operational excellence. • Lead the deployment and management of Intune for device and application management. • Collaborate with cross-functional teams to align IT services with business needs. • Identify and address areas for improvement in service delivery processes. • Develop and maintain documentation for IT service protocols and procedures. • Train and mentor team members to enhance technical skills and performance.
2026-04-09T00:00:00Z

Customer Success Manager

New York, NY
onsite
Permanent
200000 - 300000 USD / Yearly
We are looking for an experienced Customer Success Manager to oversee the successful integration and use of our AI-powered delivery platform. In this role, you will guide customers through onboarding, implementation, and optimization processes while acting as a trusted advisor to ensure they achieve measurable business outcomes. You will collaborate closely with cross-functional teams to enhance workflows, address challenges, and drive customer satisfaction. Responsibilities: • Facilitate onboarding sessions to help customers configure the platform within their existing systems and workflows. • Provide guidance on AI copilot setup and workflow optimization to ensure seamless implementation. • Develop personalized rollout strategies tailored to each customer’s needs and team structures. • Deliver training sessions to familiarize users with AI-driven tools, including automated requirements capture and real-time synchronization. • Assist customers in integrating the platform with their internal systems and historical data sources. • Build and nurture strong relationships with solution engineers, system integrators, and services teams focused on quality and detail. • Advocate for customer feedback to influence product enhancements and roadmap development. • Diagnose and resolve technical or process-related issues, collaborating with engineering teams as necessary. • Monitor adoption metrics and recommend workflow improvements or new features to maximize customer success. • Create detailed success plans, quarterly business reviews, and actionable insights to drive retention and account growth.
2026-03-19T00:00:00Z

Customer Experience Manager

Bethlehem, PA
onsite
Temporary
23 - 25 USD / Hourly
Are you passionate about creating exceptional customer experiences and leading teams to success? Robert Half is seeking a motivated and strategic Customer Experience Manager to join a local team! Responsibilities:<ul><li>Lead and develop a customer service team to ensure best-in-class interactions across all touchpoints (phone, digital, in-person).</li><li>Analyze customer feedback, identify trends, and collaborate cross-functionally to drive process improvements.</li><li>Develop and implement customer experience strategies aligned with business goals.</li><li>Set, monitor, and report on key performance indicators (KPIs) relating to customer satisfaction, retention, and loyalty.</li><li>Advocate for our customers by championing their needs within the organization.</li><li>Deliver ongoing training and coaching to customer-facing team members.</li><li>Manage escalation processes to resolve complex customer concerns quickly and professionally.</li></ul>
2026-03-20T00:00:00Z

Client Manager

Morristown, NJ
onsite
Permanent
70000 - 95000 USD / Yearly
Hybrid position available! A local public accounting firm based in Morristown, NJ is currently looking to add a Staff Accountant to their outsourced accounting and client services team due to continued growth. This is an excellent opportunity join a firm that prioritizes work-life balance and focuses on servicing small businesses and companies. The Staff Accountant will manage outsourced accounting responsibilities for a portfolio of small businesses, including reviewing bank reconciliations, preparing and posting journal entries and accruals, managing the client's monthly close checklist, and preparing sales tax filings. The ideal Staff Accountant will have a minimum of 2 years' experience in either a CPA firm or small business/company. Strong knowledge of QuickBooks is preferred. Candidates must either have their CPA or parts passed.
2026-04-14T00:00:00Z

Client Solutions Manager

Houston, TX
onsite
Permanent
0 - 0 USD / Yearly
About the RoleWe are a growing staffing agency seeking a motivated Sales Professional to join our internal team. This role is focused on new business development and client relationship management. While staffing or IT experience is a plus, it is not required — we are open to strong sales professionals from other industries who thrive in a fast‑paced, target‑driven environment and want to build a long‑term career in staffing.Key Responsibilities<ul><li>Generate new business through cold calling, prospecting, networking, and referrals</li><li>Identify client needs and present staffing solutions</li><li>Build and maintain long‑term client relationships</li><li>Lead discovery calls, client meetings, and solution discussions</li><li>Negotiate pricing, rates, and service agreements</li><li>Partner closely with internal recruiting teams to ensure successful placements</li><li>Track sales activity, pipeline, and performance in CRM systems</li><li>Meet or exceed sales targets and revenue goals</li></ul>
2026-04-07T00:00:00Z

Client Solutions Manager

Miami, FL
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a dynamic Client Solutions Manager to join our detail-oriented services team in Miami, Florida. In this role, you will be responsible for overseeing product development cycles, ensuring alignment with client needs, and driving strategic initiatives to enhance product performance. This is an exciting opportunity to collaborate with cross-functional teams and make a meaningful impact in a fast-paced environment. Responsibilities:• Develop and manage product roadmaps, ensuring alignment with company goals and customer requirements.• Collaborate with stakeholders to gather and prioritize product features and enhancements.• Lead cross-functional teams, including engineering, marketing, and design, to deliver high-quality products on schedule.• Analyze market trends and competitor activities to inform product strategies.• Monitor product performance, gather user feedback, and implement improvements to optimize outcomes.• Prepare and deliver presentations to stakeholders, showcasing product progress and strategic initiatives.• Work closely with sales and marketing teams to support product launches and promotional efforts.• Identify opportunities for innovation and propose new product ideas to meet market demands.• Ensure compliance with industry standards and best practices in product development and management Client
2026-04-01T00:00:00Z

Maintenance Operations Manager

Salinas, CA
onsite
Permanent
130000 - 145000 USD / Yearly
Robert Half is seeking a skilled Maintenance Operations Manager.In this role you will oversee maintenance and operations for industrial equipment and refrigeration systems at several facilities. The successful candidate will play a key role in promoting operational reliability, leading technical staff, and upholding regulatory standards.Key Responsibilities:<ul><li>Direct daily maintenance and operation of complex refrigeration systems, ensuring reliability and peak efficiency across multiple locations.</li><li>Establish and manage proactive maintenance programs to maximize equipment uptime and streamline processes.</li><li>Lead, coach, and evaluate maintenance staff to foster skill growth and ensure compliance with organizational standards and procedures.</li><li>Maintain all required documentation and reporting for local, state, and federal regulatory agencies.</li><li>Diagnose and repair industrial refrigeration and a variety of production equipment, providing hands-on technical guidance as needed.</li><li>Oversee machinery such as baggers, optical sorters, box erectors, welders, and conveyor systems.</li><li>Carry out welding, fabrication, and other technical projects to support equipment performance and safety.</li><li>Maintain an organized inventory system to track parts, tools, and supplies required for maintenance operations.</li><li>Identify and implement opportunities for energy conservation and sustainability within the facilities.</li><li>Monitor repair and maintenance budgets, control costs, and introduce efficiency improvements as appropriate.</li></ul>
2026-04-15T00:00:00Z

Member Engagement Specialist

Las Vegas, NV
onsite
Contract / Temporary to Hire
24 - 26 USD / Hourly
We are looking for a fast moving and customer-focused Member Engagement Specialist to join our team in Las Vegas, Nevada. This contract-to-permanent position offers an exciting opportunity to support our members by managing applications, maintaining databases, and providing exceptional service. The ideal candidate will be adept at handling multiple tasks while maintaining a composed demeanor in a fast-paced environment. Responsibilities:• Process new member applications, including verifying documents, entering data, processing payments, and conducting 20–30-minute presentations on membership benefits and requirements.• Handle an average of 75 daily transactions such as applications, membership transfers, reinstatements, and office changes.• Maintain and update the membership database (Rapattoni) with accurate member and office information.• Manage the lockbox key system database (SentriLock), including adding members and editing information.• Assist the accounting team during billing periods by posting payments for dues and fees.• Process office applications, reinstatements, and updates to office information, ensuring accuracy in data entry and payment processing.• Collaborate with Sentrilock employees to process lockbox buy-backs and refunds, and address key violations as needed.• Check daily processed work for accuracy and scan all paperwork into the paperless system.• Communicate with other associations nationwide regarding members with multi-area memberships.• Prepare and distribute informational materials for new members and follow up with agents who have not completed membership requirements.
2026-04-13T00:00:00Z

Client Services Representative

San Diego, CA
onsite
Temporary
22 - 24 USD / Hourly
About the Company: Our client, a reputable and growing insurance firm, is seeking a Client Service Associate to join their team. This organization prides itself on delivering exceptional customer service and tailored insurance solutions to individuals and businesses.Position Overview: The Client Service Associate will be responsible for supporting clients, agents, and internal teams by ensuring a seamless service experience. This role is ideal for someone who is detail-oriented, customer-focused, and thrives in a fast-paced, client-driven environment.Key Responsibilities:<ul><li>Serve as a primary point of contact for client inquiries via phone, email, and in person</li><li>Assist clients with policy questions, coverage details, and account updates</li><li>Process policy changes, endorsements, renewals, and cancellations</li><li>Prepare and distribute insurance documents, certificates, and correspondence</li><li>Support agents and account managers with administrative and client service tasks</li><li>Maintain accurate and up-to-date client records in agency management systems</li><li>Follow up on outstanding documentation and ensure timely resolution of client requests</li><li>Ensure compliance with company policies and insurance regulations</li><li>Assist with billing inquiries and payment processing as needed</li></ul>
2026-04-03T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent
100000 - 115000 USD / Yearly
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.Responsibilities:• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. • Process wire transfers securely and in accordance with regulatory requirements. • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. • Build and maintain strong client relationships through proactive and personalized communication. • Guide new clients through the onboarding process to ensure a seamless and welcoming experience. • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. • Partner with financial advisors to ensure client activities align with their financial strategies and goals. • Maintain accurate and current client records within Salesforce. • Follow up on pending client requests to ensure timely and complete resolutions. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn.
2026-04-17T00:00:00Z

Client Services Coordinator

Akron, OH
onsite
Temporary
19.5 - 21 USD / Hourly
Robert Half is searching for customer service professionals able to step in and support a contract Customer Service opportunity! If you are looking for a new role within the client services space, and excited to put your customer service skills to use right away, this contract role might be the perfect fit. This is a fully onsite role, with a fully in-office schedule. Duties and Responsibilities<ul><li>Deliver exceptional service to business customers by resolving inquiries and providing tailored solutions.</li><li>Profile customers to identify needs and facilitate Service-to-Sales conversations, recommending appropriate products and services.</li><li>Cross-sell products while adhering to all regulatory and compliance requirements.</li><li>Anticipate customer needs and strive for first contact resolution using available tools and resources.</li><li>Maintain up-to-date knowledge of products, services, procedures, and technology platforms.</li><li>Provide overflow support to other Customer Service specialty teams and Lines of Business during high-volume periods or strategic initiatives.</li><li>Perform other duties as assigned to support Customer Service strategic initiatives and enterprise-wide collaboration.</li></ul>
2026-04-01T00:00:00Z