<p>Position Overview</p><p>We are seeking a professional and customer-focused Customer Service Representative to support daily customer interactions and provide exceptional service. The ideal candidate will possess strong communication skills, a positive attitude, and the ability to effectively manage inquiries while delivering a high-quality customer experience.</p><p><br></p><p>Key Responsibilities</p><ul><li>Respond to customer inquiries via phone, email, and other communication channels</li><li>Provide accurate information regarding products, services, policies, and procedures</li><li>Resolve customer concerns in a professional and timely manner</li><li>Document customer interactions and maintain accurate records</li><li>Process orders, requests, and account updates as needed</li><li>Collaborate with internal departments to address customer needs and ensure timely follow-up</li><li>Monitor and manage multiple tasks while maintaining attention to detail</li><li>Maintain a high level of professionalism and customer satisfaction</li><li>Support additional administrative and customer service functions as assigned</li></ul><p><br></p>
<p>We are looking for a Customer Service Representative to join a team in a contract with potential contract-to-hire position. This role focuses on delivering responsive support to customers and agents by addressing questions, resolving concerns, and providing clear updates related to insurance policies and products. The ideal candidate is organized, detail-oriented, and comfortable managing service requests, documentation, and high-volume communication with accuracy and care.</p><p><br></p><p>Responsibilities:</p><p>• Respond to customer and agent inquiries by phone, email, or other channels, ensuring timely and attentive service.</p><p>• Research service issues and disputes, identify appropriate solutions, and bring matters to resolution efficiently.</p><p>• Communicate policy details, product information, and claim or account status updates in a clear and helpful manner.</p><p>• Complete and process insurance-related documents, including policy changes, confirmations, beneficiary updates, certificates, and invoice adjustments.</p><p>• Enter and update account information accurately while maintaining complete and organized records.</p><p>• Review paperwork for accuracy and follow through on outstanding items to support smooth policy administration.</p><p>• Collaborate with internal and external contacts with diplomacy and care to address service needs.</p><p>• Manage multiple priorities throughout the day while meeting quality expectations and turnaround timelines.</p>
We are looking for a customer-focused individual with strong attention to detail to support service operations within a higher education environment in Minneapolis, Minnesota. This Long-term Contract position is ideal for someone who communicates clearly, works efficiently in a fast-paced setting, and maintains strong accuracy when handling written and numeric information. The role requires dependable administrative support, strong attention to detail, and comfort using spreadsheet tools to keep records organized and up to date.<br><br>Responsibilities:<br>• Respond to customer inquiries in a courteous and timely manner, providing clear information and effective issue resolution.<br>• Enter and update alphabetic and numeric data with a high degree of speed and accuracy across internal systems and records.<br>• Maintain organized documentation and ensure customer information is recorded correctly and consistently.<br>• Use Microsoft Excel to track activities, manage data, and prepare routine reports as needed.<br>• Support day-to-day service functions by following established procedures and escalating more complex concerns when appropriate.<br>• Communicate with internal teams to help coordinate responses and ensure a smooth customer experience.
<p><strong>Position Overview</strong></p><p>We are seeking a customer-focused and professional Call Center Specialist to join our team. This role is responsible for handling inbound and outbound customer communications, resolving inquiries, providing information about products and services, and delivering a positive customer experience. The ideal candidate is an effective communicator with strong problem-solving skills and the ability to thrive in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle inbound and outbound calls in a professional and timely manner.</li><li>Respond to customer inquiries and provide accurate information.</li><li>Resolve customer concerns and escalate issues when appropriate.</li><li>Document customer interactions and update records within company systems.</li><li>Process orders, requests, and account updates as needed.</li><li>Meet quality, productivity, and service-level expectations.</li><li>Maintain a high level of customer satisfaction through exceptional service.</li><li>Collaborate with internal departments to ensure customer needs are met.</li><li>Follow company policies, procedures, and compliance requirements.</li></ul><p><br></p>
<p>Position Overview</p><p>We are seeking a detail-oriented Order Entry Specialist to support daily order processing and administrative operations. This role is responsible for accurately entering customer orders, reviewing information for accuracy, coordinating with internal teams, and ensuring orders are processed in a timely manner. The ideal candidate is organized, dependable, and thrives in a fast-paced environment.</p><p><br></p><p>Key Responsibilities</p><ul><li>Accurately enter customer orders into company systems and databases.</li><li>Review orders for completeness and verify pricing, quantities, and product information.</li><li>Communicate with customers regarding order status, updates, and inquiries.</li><li>Coordinate with sales, warehouse, production, and customer service teams to ensure timely order fulfillment.</li><li>Maintain accurate records and documentation related to customer orders.</li><li>Resolve order discrepancies and assist with troubleshooting issues.</li><li>Track order progress and provide updates as needed.</li><li>Respond to phone calls, emails, and other customer requests in a professional manner.</li><li>Assist with general administrative and data entry tasks.</li></ul><p><br></p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate complex client transactions, including preparing and tracking documentation for investments such as 1031 exchanges and real estate deals.</p><p>• Collaborate with title companies, exchange accommodators, and investment sponsors to manage investment closings and ensure timely processing.</p><p>• Assist with client onboarding processes to ensure smooth transitions and effective communication.</p><p>• Monitor ongoing client transactions and investment timelines, ensuring deadlines are met and clients remain informed.</p><p>• Provide proactive and responsive support for client inquiries regarding investment-related services.</p><p>• Facilitate internal communications for executives, including meeting coordination and administrative support.</p><p>• Work collaboratively with cross-departmental teams to maintain an efficient and effective workflow.</p><p>• Uphold confidentiality standards for all client and firm-related information.</p><p>• Support executives in streamlining communication and managing priorities related to client services and transactions.</p><p><br></p><p>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. </p>
We are looking for a Data Specialist & Technical Support team member to join a service-focused team in Minnesota. This position combines hands-on technical troubleshooting with data analysis, reporting, and client system support to help keep daily operations accurate and efficient. The ideal candidate brings strong analytical ability, advanced Excel expertise, and practical experience working with databases and system-generated data. Success in this role requires clear communication, careful attention to detail, and the ability to manage multiple priorities in a fast-paced environment.<br><br>Responsibilities:<br>• Oversee data uploads and related processing tasks, ensuring information is entered, validated, and completed with a high level of precision.<br>• Configure and onboard new clients within internal platforms, confirming setup details are accurate and aligned with operational needs.<br>• Develop and run database queries to extract, review, and verify information stored in Microsoft SQL Server environments.<br>• Examine technical and data-related issues to identify inconsistencies, determine root causes, and support timely resolution.<br>• Prepare recurring and one-time reports that provide clear, reliable information for business and operational use.<br>• Review large data sets to detect errors, irregularities, and performance concerns affecting system accuracy.<br>• Compare data across interfaces, uploads, reports, and database records to confirm consistency and completeness.<br>• Document troubleshooting steps, query logic, findings, and recommended solutions to support knowledge sharing and process consistency.<br>• Partner with internal teams to gather requirements, communicate issue status, and recommend improvements to reporting, data quality, and operational workflows.