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88 results for Member Servicesenrollment Specialist jobs

Enrollment Specialist

Santa Barbara, CA
onsite
Temporary / Contract
24.7 - 28.6 USD / Hourly
We are looking for an Enrollment Specialist to support client access to healthcare-related community services in Santa Barbara, California. This Long-term Contract position focuses on enrollment coordination, eligibility monitoring, documentation accuracy, and service quality oversight for individuals receiving homeless services. The person in this role will help maintain compliance with program standards while partnering with staff to improve workflows and support timely reimbursement activities. Responsibilities:• Guide eligible clients through enrollment into programs, completing and processing required forms accurately and on time.• Partner with homeless services teams to monitor ongoing client eligibility, update records, and help prevent interruptions in approved coverage or support.• Examine case management documentation to confirm services are properly recorded, clinically appropriate, and aligned with reimbursement standards.• Coordinate with program and case management staff to track authorization timelines and support timely submission of renewal requests before expiration.• Review claims-related records and supporting documentation in the Health Management Information System to promote accurate billing and complete file maintenance.• Participate in meetings with internal teams and external partners to address service quality, operational needs, and continuous improvement efforts.• Provide additional administrative and program support as needed to assist with successful day-to-day execution of CalAIM initiatives.
2026-07-17T00:00:00Z

Member Services Representative

Thomasville, GA
onsite
Temporary to Hire
20.539 - 23.782 USD / Hourly
We are looking for a Member Services Representative to join a member-centered financial institution. This contract-to-permanent opportunity is ideal for someone who enjoys creating positive member experiences, handling day-to-day financial transactions, and identifying solutions that support individual financial goals. The role blends front-line service, relationship building, and operational support in a collaborative branch environment. Responsibilities: • Deliver attentive service to members in person and through phone or other communication channels, creating a welcoming and detail-focused experience. • Accurately complete routine financial activities such as deposits, withdrawals, transfers, and loan payment processing while maintaining compliance standards. • Learn about member needs and suggest relevant financial products or services that align with their goals and circumstances. • Contribute to branch growth by building rapport, encouraging new memberships, and supporting deposit-related opportunities through proactive outreach. • Assist with daily branch functions, including opening and closing tasks and general operational support as needed. • Reduce risk by following established procedures, reviewing transactions carefully, and helping identify potential fraud concerns. • Work closely with branch colleagues to support service goals and ensure members receive consistent, efficient assistance. • Maintain up-to-date knowledge of available financial offerings, service processes, and industry developments to better support members.
2026-06-25T00:00:00Z

Member Services Representative

Thomasville, GA
onsite
Temporary to Hire
20.539 - 23.782 USD / Hourly
We are looking for a service-driven individual to join a financial services team as a Member Services Representative. This contract opportunity is ideal for someone who enjoys building trust with members, guiding them through financial solutions, and supporting daily branch activity in a fast-moving environment. The role combines customer care, transaction processing, and product education, offering the chance to make a meaningful impact on member satisfaction and financial confidence. Responsibilities: • Build strong member relationships by learning about financial needs and connecting individuals with suitable accounts, services, and solutions. • Guide members in using digital banking tools and other financial resources so they can manage their accounts with greater confidence and convenience. • Handle routine and complex account activity, including deposits, withdrawals, transfers, payments, and maintenance requests for consumer and business accounts. • Contribute to membership and deposit growth by recognizing opportunities to introduce additional products and savings options. • Alternate between service desk and teller responsibilities based on branch traffic, staffing needs, and operational priorities. • Follow security and compliance procedures closely, identify unusual account activity, and escalate potential fraud concerns when appropriate. • Support member engagement efforts through outbound communication designed to strengthen relationships and uncover additional service needs. • Assist with daily branch operations such as opening and closing tasks, resolving balancing issues, and maintaining smooth workflow across the team. • Partner with coworkers to meet service objectives, maintain a well-organized branch environment, and complete special assignments as needed.
2026-06-25T00:00:00Z

Member Services Representative

Escondido, CA
onsite
Temporary / Contract
22 - 26 USD / Hourly
A well-established healthcare organization is seeking a compassionate and detail-oriented Member Services Representative to support patients and members by providing exceptional service and administrative assistance. This is an excellent opportunity for someone who enjoys helping others while working in a professional medical environment.You'll become an important resource for patients by answering questions, coordinating appointments, and ensuring every interaction reflects the organization's commitment to outstanding care.ResponsibilitiesPatient & Member Support<ul><li>Answer incoming calls regarding appointments, eligibility, and benefits</li><li>Schedule patient visits and update demographic information</li><li>Verify insurance information and explain basic coverage details</li><li>Resolve member concerns with professionalism and empathy</li><li>Document all customer interactions accurately</li></ul>Office Support<ul><li>Maintain electronic patient records</li><li>Coordinate referrals and authorizations</li><li>Process incoming documentation and correspondence</li><li>Support front office operations during peak hours</li></ul>
2026-07-17T00:00:00Z

Member Services Representative

La Vergne, TN
onsite
Permanent / Full Time
40000 - 45000 USD / Yearly
We are looking for a Member Services Representative to support members with timely, thoughtful assistance and create a consistently positive experience in our LaVergne, Tennessee office. This role is ideal for someone who enjoys solving problems, answering questions, and helping members navigate order-related concerns with professionalism and care. The position also works closely with internal partners and external vendors to keep service levels high and member satisfaction strong. Responsibilities: • Respond to member questions across service channels with clear, accurate, and courteous communication. • Investigate and resolve concerns related to accounts, platform use, and online purchases in a timely manner. • Assist members with delivery updates, order issues, and follow-up actions needed to bring requests to completion. • Work with cross-functional teams to remove service barriers and improve the overall member experience. • Communicate with vendor partners when additional research, coordination, or support is required. • Support the onboarding of new team members by sharing processes, guidance, and day-to-day best practices. • Maintain detailed and accurate records of interactions, case updates, and outcomes within customer service systems. • Contribute to team performance goals by handling assigned tasks efficiently and helping meet response time and satisfaction targets.
2026-07-22T00:00:00Z

Member Services Representative

Thomasville, GA
onsite
Temporary to Hire
24.643 - 28.534 USD / Hourly
We are looking for a service-driven Member Services Representative to support members of a respected financial institution in Thomasville, Georgia. This contract opportunity with potential for a long-term role is ideal for someone who enjoys combining member support, transaction processing, and solution-based conversations in a branch setting. The role offers paid training and a part-time schedule while giving you the chance to contribute to a positive, relationship-focused member experience. Responsibilities: • Deliver attentive, personalized assistance to members in person and through phone or other service channels, creating a welcoming and attentive experience. • Handle daily financial transactions accurately, including deposits, withdrawals, transfers, and loan payment activity, while maintaining strong attention to detail. • Ask thoughtful questions to understand member goals and connect them with appropriate accounts, services, or financial solutions. • Contribute to branch growth by building member relationships, encouraging engagement, and supporting outreach efforts. • Assist with routine branch operations such as opening and closing tasks and other day-to-day operational needs. • Follow established procedures to protect member information, reduce fraud exposure, and ensure compliant transaction handling. • Work closely with branch teammates to support service standards, meet performance objectives, and maintain smooth operations. • Stay informed on available products, service offerings, and relevant financial industry developments to better assist members.
2026-06-25T00:00:00Z

Member Services Representative

Tallahassee, FL
onsite
Temporary / Contract
20.539 - 23.782 USD / Hourly
We are looking for a service-driven Member Services Representative to support members in Tallahassee, Florida within the Financial Services industry. This Long-term Contract position is ideal for someone who enjoys building trust, handling day-to-day banking needs, and guiding members toward solutions that support their financial goals. The role blends transaction support, account assistance, and relationship-building in a fast-moving branch environment where professionalism and accuracy are essential. Responsibilities: • Build strong member relationships by learning about financial needs and suggesting suitable banking products, services, and account options. • Handle routine and complex transactions accurately, including deposits, withdrawals, transfers, payments, and account updates for consumer and business accounts. • Explain digital banking tools and self-service resources so members can confidently access and manage their accounts. • Contribute to membership and deposit growth by identifying opportunities to deepen relationships and recommend relevant savings solutions. • Support branch coverage by assisting with both teller activities and platform-based member service tasks as traffic and staffing needs change. • Follow established security and compliance procedures, remain alert to unusual activity, and help reduce exposure to fraud and operational risk. • Participate in outreach efforts to reconnect with members, increase engagement, and uncover additional service opportunities. • Assist with daily branch operations such as opening and closing tasks, resolving balancing issues, and supporting team service objectives. • Maintain current knowledge of financial products, regulatory expectations, and internal procedures through ongoing training and development.
2026-07-02T00:00:00Z

Member Services Rep

Carmel, IN
onsite
Temporary to Hire
16.8625 - 19.525 USD / Hourly
We are looking for a detail-oriented Member Services Rep to join an insurance team in Carmel, Indiana on a contract basis with the potential for a permanent role. This position is well suited for someone who can stay organized in a high-volume environment, adapt quickly when priorities shift, and maintain a high level of accuracy throughout the day. The ideal candidate is comfortable handling administrative tasks, supporting member needs, and working efficiently with standard office software. This position is on-site and hour are 8:00am-4:00pm Monday-Friday. Responsibilities:• Enter and update member information with a strong focus on speed, precision, and data quality.• Respond professionally to member inquiries while delivering courteous and dependable customer support.• Manage frequent task changes and interruptions while keeping work organized and on schedule.• Use Microsoft Word, Excel, email, and other office tools to complete daily administrative assignments.• Prepare, copy, file, and maintain records so documentation remains accurate and easy to retrieve.• Review information carefully to identify errors and ensure records are complete before processing.• Support a fast-moving service environment by balancing multiple duties and meeting productivity expectations.
2026-07-21T00:00:00Z

Open Enrollment Specialist

Baltimore, MD
onsite
Temporary / Contract
18 - 23 USD / Hourly
We are seeking a detail-oriented and customer-focused Open Enrollment Specialist to support employees and members during the annual benefits enrollment period. This role will assist individuals with understanding benefit options, completing enrollment forms, answering questions, and ensuring accurate data entry and documentation. The ideal candidate has strong communication skills, excellent attention to detail, and the ability to handle confidential information in a fast-paced environment. Responsibilities<ul><li>Assist employees and members with the open enrollment process</li><li>Explain benefit plans, coverage options, and enrollment procedures</li><li>Answer questions regarding medical, dental, vision, life insurance, and other benefit offerings</li><li>Review enrollment forms for accuracy and completeness</li><li>Enter and maintain benefits data within HRIS and benefits administration systems</li><li>Follow up with employees regarding missing documentation or incomplete enrollments</li><li>Assist with benefits presentations, meetings, and informational sessions</li><li>Maintain confidentiality of employee and benefits information</li><li>Track enrollment deadlines and ensure timely processing of all paperwork</li><li>Provide exceptional customer service while resolving enrollment-related concerns</li></ul>
2026-07-20T00:00:00Z

Member Support Specialist

Minnetonka, MN
remote
Temporary / Contract
16.625 - 21 USD / Hourly
A growing organization is seeking Member Support Specialists to provide exceptional service and support to customers in a fast-paced, team-oriented environment. Key Responsibilities<ul><li>Respond to customer inquiries regarding billing, benefits, enrollment and claim and resolve issues accurately and efficiently.</li><li>Provide support regarding products, services, account information, and general questions.</li><li>Deliver a positive customer experience through professional communication and problem-solving.</li><li>Maintain detailed documentation and follow through to resolution.</li><li>Navigate multiple systems and online tools while managing customer interactions.</li></ul>
2026-07-07T00:00:00Z

Client Services Specialist

Santa Barbara, CA
onsite
Temporary / Contract
19.7885 - 22.913 USD / Hourly
We are looking for a dedicated Client Services Specialist to join our team in Santa Barbara, California. In this role, you will be responsible for ensuring exceptional customer experiences through effective communication and problem-solving. This is a long-term contract position that offers the opportunity to make a meaningful impact by assisting clients with their needs and concerns. Responsibilities: • Respond promptly and professionally to customer inquiries via phone, email, and other communication channels. • Troubleshoot connectivity issues and provide clear solutions to clients. • Assist customers in navigating multiple browsers and platforms to resolve technical challenges. • Ensure customer success by addressing concerns and resolving issues efficiently. • Maintain detailed records of customer interactions and follow-ups to ensure resolution. • Collaborate with internal teams to improve service delivery and customer satisfaction. • Handle high-volume call center interactions while maintaining a positive and helpful demeanor. • Provide guidance and support to customers regarding company products and services. • Continuously update knowledge of company offerings to deliver accurate information to clients.
2026-07-23T00:00:00Z

Client Services Specialist

Miami, FL
onsite
Temporary to Hire
18.05 - 19 USD / Hourly
We are looking for a Client Services Specialist to support individuals seeking legal assistance in Miami, Florida. This contract opportunity is ideal for someone who brings strong interpersonal skills, sound judgment, and a service-focused approach to client support within a services environment. In this role, you will guide applicants through the intake process, connect them with appropriate resources, and contribute to community-based outreach efforts while maintaining confidentiality. Responsibilities: • Conduct client interviews to gather relevant background information and assess service needs. • Evaluate applicants for program eligibility using established guidelines and accurate documentation practices. • Direct individuals to internal or external resources when services fall outside available support options. • Share general guidance and self-help materials with applicants to help them better understand available next steps. • Participate in community clinics and outreach events hosted by the organization. • Complete intake activities at off-site locations as assigned to expand access to services. • Record client interactions and case details accurately within the case management system. • Respond to client communications appropriately while safeguarding sensitive information.
2026-07-06T00:00:00Z

Customer Service Specialist

Ontario, CA
onsite
Temporary / Contract
22 - 26 USD / Hourly
Our company is seeking a contract Customer Service Specialist to support daily customer interactions and help ensure a positive service experience. This role is ideal for someone who is detail-oriented, organized and passionate about helping customers resolve questions and concerns in a fast-paced environment. Key Responsibilities: Respond to customer inquiries by phone, email and chat in a professional and timely manner Resolve customer issues related to orders, accounts, billing or service requests Maintain accurate records of customer interactions in company systems Escalate complex issues to the appropriate internal team when needed Provide product and service information to customers Support administrative tasks related to customer accounts and service operations Follow company procedures and service standards to ensure customer satisfaction
2026-07-13T00:00:00Z

Members Services Analyst

Philadelphia, PA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for a Members Services Analyst to support member-facing initiatives that strengthen healthcare collaboration in Philadelphia, Pennsylvania. This role blends project coordination, business analysis, and relationship management to help participating organizations adopt services, improve data exchange, and realize operational value. The ideal candidate is comfortable working across technical and non-technical teams, monitoring project progress, and translating business needs into practical solutions. Success in this position requires strong communication, analytical thinking, and the ability to manage multiple priorities in a healthcare-focused environment. Responsibilities: • Direct cross-functional initiatives tied to organizational priorities, establishing clear schedules, deliverables, and resource plans to keep work moving forward. • Monitor timelines, dependencies, budget considerations, and potential obstacles, then communicate progress and emerging concerns to stakeholders and leadership. • Guide changes to project scope by assessing business impact and coordinating appropriate approvals, documentation, and follow-up actions. • Build and sustain productive relationships with member organizations across the healthcare landscape, serving as a trusted point of contact for ongoing needs and opportunities. • Support the enrollment and onboarding of new member organizations by coordinating implementation steps, training activities, and early-stage engagement efforts. • Lead recurring discussions with participating organizations to review adoption, service usage, project updates, and possibilities for expanded participation. • Coordinate onboarding and activation of healthcare data connections, including HL7-based interfaces and related interoperability requirements. • Partner with provider organizations to address regulatory and data-sharing expectations while supporting post-launch activities such as service enhancements, migrations, and issue resolution. • Review data quality, testing materials, and technical documentation to improve consistency, support implementation accuracy, and strengthen member experience. • Evaluate utilization and operational trends to identify opportunities for process improvement, stronger adoption, and enhanced member value, while maintaining engagement resources and supporting account activity tracking in Salesforce.
2026-07-09T00:00:00Z

Patient Registration Specialist

Trumbull, CT
onsite
Temporary / Contract
18 - 21 USD / Hourly
Position OverviewA leading healthcare organization in Trumbull, CT is seeking a compassionate and detail-oriented Patient Registration Specialist to join its team on a contract-to-hire basis. This position serves as the first point of contact for patients and plays a critical role in ensuring a positive patient experience through accurate registration, insurance verification, appointment scheduling, and administrative support.The ideal candidate will have strong customer service skills, experience working in a healthcare setting, and the ability to manage multiple priorities in a fast-paced environment.Responsibilities<ul><li>Greet and register patients in a professional and courteous manner.</li><li>Collect, verify, and update patient demographic and insurance information.</li><li>Verify insurance eligibility, coverage, authorizations, and referrals as required.</li><li>Schedule, reschedule, and confirm patient appointments.</li><li>Explain registration forms, consent documents, and patient policies.</li><li>Process patient check-ins and check-outs efficiently.</li><li>Collect copayments, deductibles, and outstanding balances when applicable.</li><li>Maintain accurate patient records within the electronic medical record (EMR) system.</li><li>Respond to patient inquiries regarding appointments, insurance coverage, and general office procedures.</li><li>Ensure compliance with HIPAA and organizational privacy standards.</li><li>Coordinate with clinical and administrative staff to ensure smooth patient flow.</li><li>Handle incoming phone calls and provide exceptional customer service.</li><li>Assist with administrative projects and other duties as assigned.</li></ul>
2026-07-09T00:00:00Z

Provider Enrollment Coordinator

Orlando, FL
onsite
Temporary to Hire
22 - 25 USD / Hourly
We are looking for a Provider Enrollment Coordinator to support healthcare provider onboarding and insurance enrollment activities for a permanent opportunity based in Orlando, Florida. This is a fully remote position, and we are only seeking candidates located in the Central Florida area to align with our team’s needs. In this role, you will help ensure providers are properly credentialed, applications are completed accurately, and enrollment progress is communicated clearly to clients and internal partners. This position is ideal for someone with healthcare credentialing experience who is highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment. Responsibilities:• Manage the preparation and submission of provider enrollment and credentialing packets for health plans, networks, and related organizations.• Review applications and supporting records for completeness, accuracy, and alignment with regulatory and provider requirements.• Monitor enrollment progress, follow up with insurance carriers, and address delays or discrepancies to keep applications moving forward.• Maintain current files for provider credentials, licenses, certifications, and other credentialing documentation in an organized manner.• Serve as a point of contact for medical practices and providers by responding to questions about application status and enrollment-related concerns.• Partner with internal departments to coordinate timelines, share updates, and support accurate delivery of credentialing services.• Communicate with providers, practice managers, and team members to gather information, confirm next steps, and facilitate issue resolution.• Support process improvement efforts by identifying recurring challenges and sharing practical recommendations with the team.
2026-07-24T00:00:00Z

Member Services Coordinator/Administrative Assistant

Milford, MA
onsite
Permanent / Full Time
50000 - 54000 USD / Yearly
We are looking for a Member Services Coordinator/Administrative assistant to support member-facing operations and deliver responsive, detail-oriented service from our Franklin, Massachusetts office. This position focuses on keeping records accurate, communicating program and group information clearly, and helping members navigate day-to-day requests. The ideal candidate brings strong administrative skills, a customer-first mindset, and the ability to manage data and documentation with care. Responsibilities:• Guide new members through the onboarding process, helping them get established quickly and accurately within the organization.• Update and organize website materials, member-facing documents, and communications received from internal teams and outside partners.• Maintain member records in company systems, ensuring information remains current, complete, and reliable.• Support product database upkeep by reviewing model details and placing items in the correct status and category classifications.• Respond to member inquiries and assist with service-related issues, including requests tied to backorder cancellations.• Enter and compile promotional reporting data to support review of campaigns, trends, and operational performance.• Help coordinate and participate in member meetings, events, and shows by preparing materials and supporting logistics.• Provide administrative assistance across the team and handle general office tasks as business needs require.*This role is 60% Administrative Assistant/40% Member Services Coordinator* For immediate consideration please reach out to me ASAP. Eric Lebow 508-205-2127
2026-06-26T00:00:00Z

Customer Care Specialist

San Diego, CA
onsite
Temporary to Hire
20 - 20 USD / Hourly
Bilingual Spanish Contact Center SpecialistTurn Your Customer Service Skills Into a Purpose-Driven CareerEvery phone call has the power to change someone's day; and sometimes, their life.We're partnering with a nonprofit organization that serves individuals and families throughout the community. As a Bilingual Spanish Contact Center Specialist, you'll be the first point of contact for people seeking support, resources, and hope. If you thrive in customer service and want your work to have a meaningful impact, this is the opportunity for you.What You'll Be Doing<ul><li>Answer inbound calls from English- and Spanish-speaking individuals seeking assistance.</li><li>Listen with empathy and provide accurate information, guidance, and referrals.</li><li>Build positive relationships with callers while delivering exceptional service.</li><li>Document conversations thoroughly and accurately.</li><li>Work alongside a collaborative team committed to serving the community.</li></ul>
2026-07-21T00:00:00Z

Bilingual Eligibility Specialist

Oakland, CA
onsite
Temporary / Contract
28 - 30 USD / Hourly
We are seeking a bilingual professional to assist applicants through the eligibility process while ensuring compliance with housing program requirements.Responsibilities<ul><li>Conduct applicant interviews in English and Spanish</li><li>Verify eligibility documentation</li><li>Explain program guidelines and requirements</li><li>Maintain case records</li><li>Support applicants throughout the certification process</li></ul>
2026-07-24T00:00:00Z

Eligibility Specialist

Oakland, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
The Eligibility Specialist determines eligibility for housing programs by reviewing applications, verifying income, and ensuring regulatory compliance.Responsibilities<ul><li>Review applicant documentation</li><li>Verify income, assets, and household composition</li><li>Conduct eligibility interviews</li><li>Maintain accurate records</li><li>Explain program requirements to applicants</li></ul>
2026-07-24T00:00:00Z

Customer Support Specialist

Bethlehem, PA
onsite
Temporary to Hire
22 - 25 USD / Hourly
Robert Half is seeking a detail-oriented and customer-focused Sales Support Specialist to join a local team. In this role, you will provide administrative and operational support to the sales team, help maintain strong client relationships, and ensure the smooth execution of sales processes. The ideal candidate is highly organized, responsive, and comfortable working in a fast-paced environment. Key Responsibilities:<ul><li>Provide day-to-day support to the sales team with administrative tasks and account coordination</li><li>Prepare quotes, proposals, presentations, and sales-related documentation</li><li>Process orders, track shipments, and help resolve order or billing issues</li><li>Maintain accurate customer and sales data in CRM and internal systems</li><li>Respond to customer inquiries and route requests to the appropriate team members</li><li>Coordinate meetings, appointments, and follow-up communications for sales representatives</li><li>Assist with reporting, pipeline tracking, and sales performance metrics</li><li>Support contract management, renewals, and onboarding documentation as needed</li><li>Collaborate with internal departments including customer service, operations, and finance to ensure timely service delivery</li></ul>
2026-07-24T00:00:00Z

Onboarding Specialist

Coppell, TX
onsite
Temporary / Contract
22 - 26 USD / Hourly
Position Summary:The Onboarding Specialist is responsible for coordinating and facilitating the new hire onboarding process from pre-employment through orientation. This role ensures a seamless onboarding experience by managing employee documentation, HR systems, compliance requirements, and communication between new hires, hiring managers, and internal departments.Key Responsibilities<ul><li>Coordinate and manage the onboarding process for all new employees.</li><li>Prepare and distribute offer packets, onboarding materials, and employment documents.</li><li>Process background checks, drug screenings, and employment verifications.</li><li>Ensure completion of I-9s, tax forms, and other compliance-related documentation.</li><li>Conduct new hire orientation and onboarding sessions.</li><li>Set up employee records within HRIS and onboarding systems.</li><li>Partner with hiring managers, HR teams, IT, and facilities to ensure employees are prepared for their first day.</li><li>Monitor onboarding progress and maintain accurate employee records.</li><li>Respond to new hire questions regarding policies, procedures, and benefits.</li><li>Track onboarding metrics and provide status updates to management.</li><li>Maintain confidentiality of employee information.</li><li>Support additional HR projects and administrative functions as needed.</li></ul>
2026-07-15T00:00:00Z

Client Services Rep

Greenville, SC
onsite
Permanent / Full Time
50000 - 60000 USD / Yearly
We are looking for a Client Services Rep to support client relationships and provide day-to-day administrative and service assistance in Greenville, South Carolina in a private wealth office. This position is ideal for someone who enjoys client interaction, stays organized in a fast-paced environment, and is interested in building a long-term career path within wealth and financial services. The role combines communication, scheduling, reporting support, and sales-oriented client service while offering exposure to financial planning operations. Responsibilities:• Serve as a primary point of contact for client questions, requests, and follow-up communications in a thorough and timely manner.• Coordinate appointments, review meetings, and calendar logistics to ensure a smooth client experience.• Prepare and organize financial reports, client documents, and supporting materials for advisor and client meetings.• Assist with inside sales activities by identifying client needs, following up on opportunities, and supporting relationship development.• Provide remote assistance to clients and internal team members by resolving routine service issues and guiding next steps.• Maintain accurate records of client interactions, meeting details, and service requests within company systems.• Support financial planning workflows by gathering information, tracking outstanding items, and helping move cases forward.• Contribute to a career progression path that begins in client service and builds toward increased advisory responsibility over time.
2026-07-20T00:00:00Z

Customer Success Specialist

Raleigh, NC
onsite
Temporary to Hire
31.35 - 36.3 USD / Hourly
We are looking for a Customer Success Specialist to support customer programs and keep orders, production activity, and deliveries aligned with business commitments in Raleigh, North Carolina. This contract opportunity has the potential to become permanent and is ideal for someone who thrives in a fast-paced utilities and infrastructure environment and enjoys working across operations, logistics, and customer-facing teams. In this role, you will help ensure a smooth customer experience by tracking order execution, communicating updates, and coordinating solutions when issues arise. Responsibilities: • Oversee customer program activity by aligning order timelines with production capacity, inventory availability, and delivery schedules. • Review forecasts, purchase orders, shipment progress, and stock levels to help maintain reliable fulfillment and on-time performance. • Serve as a central point of contact for customers and internal teams by sharing status updates, managing expectations, and addressing service concerns. • Maintain accurate order, inventory, and delivery information within Microsoft Dynamics 365 and related business systems. • Work closely with manufacturing, supply chain, logistics, and operations partners to resolve exceptions and keep commitments on track. • Identify recurring service or process issues, recommend practical improvements, and support corrective actions that strengthen customer satisfaction. • Prepare operational reports, monitor performance indicators, and provide administrative coordination to support daily program execution.
2026-07-15T00:00:00Z

Medical Insurance Claims Specialist

Durham, NC
onsite
Temporary to Hire
20 - 23 USD / Hourly
We are looking for a Medical Insurance Claims Specialist to join a growing revenue cycle team in Durham, North Carolina. This contract-to-permanent opportunity is ideal for someone who thrives in a complex claims environment, can work independently, and is motivated to resolve payer-related issues with persistence and sound judgment. The role supports specialized insurance and billing operations, requiring close attention to payer guidelines, regional differences, and accurate claim follow-up. This position offers strong training, career growth potential, and a hybrid schedule with onsite work Monday through Wednesday. Responsibilities: • Manage medical insurance claims across an assigned group of states, taking ownership of payer follow-up and resolution activities within your region. • Review and address claim issues by interpreting payer requirements, identifying coverage or billing discrepancies, and pursuing appropriate next steps for reimbursement. • Verify patient and insurance eligibility details to support accurate claim submission and reduce avoidable denials. • Post payments and reconcile billing activity while maintaining accuracy in documentation and account updates. • Communicate with insurance carriers to clarify claim status, provide needed education on specialized services, and advocate for proper claim handling. • Partner with billing and collections team members, supervisors, and managers to resolve complex accounts and improve reimbursement outcomes. • Maintain organized records of claim actions, payer responses, and follow-up efforts in accordance with internal standards. • Contribute to a high-accountability team environment by managing daily work consistently, meeting attendance expectations, and taking full ownership of assigned responsibilities.
2026-07-22T00:00:00Z