We are looking for a Customer Service Representative to join our team on a contract basis in Irvine, California. In this role, you will be responsible for providing outstanding service to clients while ensuring the accuracy and efficiency of financial transactions. This position is ideal for someone who thrives in a fast-paced environment and enjoys interacting with customers to address their needs.<br><br>Responsibilities:<br>• Handle a variety of financial transactions, including deposits, withdrawals, loan payments, check cashing, and fund transfers, with precision and adherence to banking policies.<br>• Respond to customer inquiries regarding accounts, services, and policies in a detail-oriented and timely manner.<br>• Promote and recommend banking products and services that align with customer needs, supporting branch sales goals.<br>• Balance and maintain a cash drawer, ensuring compliance with security protocols and audit standards.<br>• Educate clients about alternative banking solutions and digital tools to enhance their banking experience.<br>• Provide exceptional service during peak business periods and assist with shifts as needed, including vacation and leave coverage.<br>• Collaborate with team members to ensure smooth branch operations and deliver a positive customer experience.<br>• Maintain up-to-date knowledge of banking procedures and products to address customer questions effectively.
We are looking for an experienced Customer Service Representative to join our team on a long-term contract basis in Irvine, California. In this role, you will play a critical part in managing schedules, coordinating services, and ensuring smooth communication between clients, families, and internal teams. Your ability to handle complex scheduling needs and maintain precise interactions will be key to success in this position.<br><br>Responsibilities:<br>• Coordinate and assign staff based on participant needs, location, and skills, ensuring compliance with program policies.<br>• Create and manage schedules for participants and staff, including meal periods and breaks, while maintaining accurate records in a computerized system.<br>• Respond promptly to scheduling changes and requests from associates, participants, and families in a courteous and meticulous manner.<br>• Monitor attendance and assignments daily, making adjustments and notifying relevant parties of changes as needed.<br>• Generate and analyze reports to ensure billing and payroll accuracy, addressing contract fulfillment gaps and collaborating with internal departments.<br>• Communicate effectively with families, supervisors, and team members to relay concerns and escalate issues when necessary.<br>• Provide training and cross-training for new scheduling coordinators, ensuring team readiness and knowledge.<br>• Schedule and attend meetings, trainings, and other events to stay aligned with organizational goals and processes.
<p>We are looking for a skilled and driven Bilingual Spanish/ or French Canadian Customer Service Representative to join our team in Torrance, California. As part of the manufacturing industry, you will play a pivotal role in ensuring customer satisfaction by addressing inquiries, resolving issues, and promoting our brand. This is a Contract position offering the opportunity to grow with an innovative and customer-focused organization.</p><p><br></p><p>Responsibilities:</p><p>• Deliver exceptional customer service by upholding the company's values and maintaining professionalism in all communications.</p><p>• Build and sustain positive relationships with customers, demonstrating empathy and understanding during interactions.</p><p>• Recommend and promote company products and services to meet customer needs and preferences, contributing to brand growth.</p><p>• Accurately record customer details and inquiry information into company databases.</p><p>• Apply technical knowledge of products to resolve customer issues effectively and provide troubleshooting assistance.</p><p>• Handle customer complaints with patience, ensuring calm and courteous resolutions.</p><p>• Participate in product and skill training sessions, successfully completing assessments to enhance expertise.</p><p>• Share valuable customer feedback and observed trends with management to support continuous improvement.</p><p>• Ensure timely and consistent attendance, including the flexibility to work variable schedules and occasional weekends.</p>
We are looking for a dedicated Customer Service Representative to join our team in Costa Mesa, California. In this role, you will provide exceptional support to customers by addressing inquiries, resolving issues, and assisting with navigating our website and related tools. This is a Contract-to-Permanent position, offering an excellent opportunity for growth and long-term employment.<br><br>Responsibilities:<br>• Respond to a high volume of inbound customer calls daily, ensuring all inquiries are addressed promptly and professionally.<br>• Assist customers with navigating the company website, including locating specific information and troubleshooting login issues.<br>• Provide guidance to users experiencing challenges with new system features or updates.<br>• Maintain accurate records of customer interactions and resolutions using CRM tools.<br>• Collaborate with internal teams to escalate and resolve complex issues efficiently.<br>• Offer exceptional service to enhance customer satisfaction and build long-term relationships.<br>• Utilize Office Suite tools to document and manage customer data effectively.<br>• Stay updated on product knowledge and company processes to provide accurate information.<br>• Handle customer concerns with patience and professionalism, ensuring a positive experience.
<p>We are looking for a dedicated Bilingual Spanish/or French Canadian Customer Service Representative to join our team in Torrance, California. As part of our manufacturing industry, this position requires a customer-focused individual who can effectively communicate, troubleshoot, and provide outstanding service to our clients. This is a contract opportunity, offering the chance to grow within a dynamic organization while supporting our valued customers.</p><p><br></p><p>Responsibilities:</p><p>• Represent the company's culture, values, and commitment to excellence in all customer interactions.</p><p>• Build and maintain strong relationships with customers, providing empathetic and attentive support.</p><p>• Recommend and sell products or services tailored to meet customer needs and preferences.</p><p>• Accurately input customer information and inquiry details into company databases.</p><p>• Apply technical expertise to resolve product-related issues and provide troubleshooting assistance.</p><p>• Handle customer complaints with patience and professionalism, ensuring a positive resolution.</p><p>• Participate in training sessions to enhance product knowledge and service skills, passing any required assessments.</p><p>• Provide feedback and report trends observed during customer interactions to the management team.</p><p>• Maintain reliable attendance and flexibility in scheduling, including occasional weekend shifts as needed.</p>
We are looking for a dedicated Customer Service Representative to join our team in Encino, California. In this role, you will handle inbound and outbound calls, assist customers with inquiries, and ensure a seamless experience through clear and attentive communication. This is a long-term contract position offering stability and growth opportunities.<br><br>Responsibilities:<br>• Respond promptly and attentively to inbound calls, addressing customer inquiries and resolving issues.<br>• Manage outbound calls to follow up with customers and provide necessary updates.<br>• Perform accurate data entry tasks to maintain detailed customer records.<br>• Utilize VoIP systems to manage phone communication effectively.<br>• Schedule appointments and coordinate customer services as needed.<br>• Handle email correspondence to provide timely responses to customer queries.<br>• Process orders efficiently while adhering to company procedures.<br>• Collaborate with team members to improve customer service workflows.<br>• Use Microsoft Excel and Word to generate reports and maintain documentation.<br>• Ensure customer satisfaction by delivering courteous and knowledgeable support.
We are looking for a dedicated Customer Service Representative to join our team in Irvine, California. In this role, you will play a key part in ensuring customer satisfaction by providing timely and detail-oriented support to our clients. This is a Contract-to-Permanent position, offering an excellent opportunity for growth within a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Provide assistance to customers with inquiries, order status updates, returns, and account-related concerns.<br>• Resolve customer issues with a focus on accuracy and thoroughness to ensure all concerns are addressed.<br>• Build strong relationships with clients to encourage loyalty and repeat business.<br>• Translate or explain product information and marketing materials for multilingual audiences when needed.<br>• Collaborate with internal teams to streamline processes and enhance the customer experience.<br>• Represent the company as a brand ambassador by embodying our values and enthusiasm for our products.<br>• Manage and prioritize multiple tasks in a fast-paced environment while maintaining professionalism.<br>• Handle inbound and outbound calls efficiently to address customer needs.<br>• Utilize call center systems and tools to ensure seamless communication and record-keeping.
We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Whittier, California. In this role, you will serve as the primary point of contact for customers, providing timely information and resolving issues related to shipments and services. Your ability to collaborate across departments and maintain clear communication will be essential to delivering exceptional customer experiences.<br><br>Responsibilities:<br>• Address and resolve both domestic and international mail hold issues promptly.<br>• Document detailed notes in Salesforce for all hold cases and update client information as required.<br>• Act as a liaison between distribution centers and customers to ensure issues are resolved effectively.<br>• Collaborate with sales, operations, and other departments to resolve customer concerns.<br>• Identify customer needs proactively and provide tailored recommendations.<br>• Conduct customer training sessions on web portal usage and company-specific data systems.<br>• Maintain high service levels by ensuring thorough communication, project implementation, and follow-up.<br>• Foster a team-oriented environment to enhance collaboration and efficiency.<br>• Adapt to flexible work schedules based on business requirements.<br>• Perform additional duties as assigned to support operational goals.
We are looking for a dedicated and detail-oriented Customer Service Representative to join our team in Irvine, California. In this Contract to permanent position, you will play a critical role in ensuring customer satisfaction by addressing inquiries, resolving issues, and maintaining high standards of service. This role offers the opportunity to work in the dynamic Health Pharm/Biotech industry, contributing to meaningful solutions for occupational safety.<br><br>Responsibilities:<br>• Handle customer inquiries through various communication channels, including phone, email, and online platforms, ensuring prompt and attentive responses.<br>• Collaborate with internal departments to resolve customer issues effectively from start to finish, ensuring follow-ups are completed.<br>• Utilize multiple internal systems to manage orders, track shipments, and address customer concerns accurately.<br>• Provide feedback to management regarding service challenges and customer concerns to improve processes.<br>• Participate in special projects as assigned, contributing to team objectives and organizational goals.<br>• Process order entries, schedule appointments, and manage customer accounts with precision.<br>• Maintain accurate records of customer interactions and transactions, ensuring data integrity.<br>• Assist with troubleshooting and resolving issues related to product delivery, account setups, and other customer needs.<br>• Demonstrate flexibility by working overtime when requested to meet business demands.<br>• Support lean process improvement initiatives to enhance customer service efficiency.
<p>Are you a strong communicator passionate about helping others? Do you excel in problem-solving and thrive in a fast-paced environment? We are seeking a <strong>Customer Service Representative</strong> to join our team and play a key role in providing superior support and seamless customer experiences.</p><p><br></p><ul><li>Serve as the primary point of contact for inquiries, resolving customer concerns promptly and professionally.</li><li>Maintain accurate records and documentation of customer interactions.</li><li>Collaborate with team members and departments to improve resolution times.</li><li>Utilize technology and data analytics tools to enhance customer service performance.</li><li>Represent the company and its values in every customer interaction.</li></ul><p><br></p>
Join our mission-driven nonprofit organization dedicated to creating positive change in our community. We work tirelessly to support individuals and families through programs, services, and advocacy, ensuring that they have access to opportunities, resources, and support systems that help improve lives and promote equality. <br> Key Responsibilities: Act as the first point of contact for clients and customers, delivering exceptional service and support across various communication channels (phone, email, chat, etc.). Address questions, concerns, and complaints efficiently while maintaining a detail oriented and courteous demeanor. Proactively identify customer needs and deliver personalized solutions to improve their overall experience. Manage and update customer accounts with accurate information in company systems. Handle escalated inquiries or issues with professionalism, ensuring proper resolution or escalation as needed. Work collaboratively with internal teams to share important feedback and ensure consistency in service delivery. Monitor and adapt to changing client and customer expectations, always aiming for continuous improvement.
We are looking for a proactive and organized Service Coordinator to join our team in Redlands, California. This is a Contract to permanent position where you will play a key role in ensuring efficient operations for a team of technicians. The ideal candidate thrives in a fast-paced environment, demonstrates strong attention to detail, and excels in managing multiple priorities.<br><br>Responsibilities:<br>• Coordinate and dispatch a team of 10-15 technicians to handle maintenance, emergency service requests, installations, and inspections related to fire systems.<br>• Schedule and oversee service appointments, ensuring timely and efficient allocation of resources.<br>• Facilitate the ordering of necessary parts for specific jobs, working closely with internal teams to check availability and provide accurate delivery estimates to customers.<br>• Organize and monitor the delivery of parts to ensure smooth workflow and job completion.<br>• Review and manage auto call-off processes, collaborating with clients to ensure proper understanding and implementation.<br>• Maintain consistent communication with clients and technicians to provide updates and resolve service-related concerns.<br>• Collaborate with a close-knit team to maintain a detail-focused yet family-oriented office environment.<br>• Ensure accurate documentation and tracking of job details using Microsoft Office tools and internal systems.
Are you efficient, detail-oriented, and looking for an impactful role in healthcare? We are seeking a reliable and dedicated ER Admitting Representative to join our team during the overnight hours from 10:00 PM to 6:30 AM. This is a key front-line position that plays a crucial role in ensuring the intake process runs smoothly for patients during emergency situations. Key Responsibilities: Greet and assist patients and families upon arrival in the emergency room. Accurately collect and verify patient information, including personal, medical, and insurance details. Register patients into the system efficiently while adhering to hospital policies and procedures. Verify insurance eligibility and coverage and assist with explaining admission-related paperwork and insurance processes to patients or families. Collect payment, co-pays, and provide payment plans when applicable. Maintain confidentiality in handling sensitive patient information in compliance with HIPAA regulations. Collaborate with ER medical staff to ensure seamless communication for patient care. Address patient inquiries professionally and provide excellent customer service during high-pressure situations.
We are looking for a dedicated Customer Support Specialist to join our team in Los Angeles, California. In this role, you will be the primary point of contact for customers, ensuring their inquiries and concerns are addressed promptly and professionally. You will collaborate closely with internal departments to deliver exceptional service, maintain accurate documentation, and contribute to the overall success of our operations.<br><br>Responsibilities:<br>• Respond to customer inquiries regarding product details, order placements, shipping updates, and repair services.<br>• Address and resolve customer complaints or issues with efficiency and professionalism.<br>• Maintain detailed records of customer interactions and ensure timely follow-ups as necessary.<br>• Partner with internal teams such as Sales, Production, and Shipping to effectively manage complex customer concerns.<br>• Handle sales orders for customer purchases and inventory items, ensuring accuracy and timeliness.<br>• Prepare sales orders and job envelopes, and organize daily shipments to meet operational deadlines.<br>• Collaborate with the owner to design new styles and contribute ideas for innovative products.<br>• Create invoices for completed custom orders, repairs, and wholesale shipments, ensuring accuracy in pricing and materials used.<br>• Verify all documentation, including certificates, appraisals, and photos, is included with final invoices or shipments.<br>• Conduct quality checks to confirm the accuracy of labor charges, gemstones, and metals used in customer orders.
<p>Robert Half is seeking a reliable and professional <strong>Front Desk Coordinator/Receptionist</strong> for one of our valued clients in Azusa. This is a <strong>part-time temp-to-hire opportunity</strong> for someone who enjoys creating a welcoming office environment and providing exceptional administrative support.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Greet and assist visitors, clients, and vendors in a friendly and professional manner</li><li>Answer, screen, and direct incoming calls to appropriate departments or staff</li><li>Manage incoming and outgoing mail, packages, and deliveries</li><li>Perform general clerical duties, including filing, copying, scanning, and data entry</li><li>Maintain front desk and common areas to ensure a clean, organized workspace</li><li>Assist with scheduling meetings and coordinating office activities</li><li>Handle basic accounting support such as creating and processing invoices</li><li>Support various departments with administrative tasks as needed</li></ul>
We are looking for a skilled and detail-oriented Receptionist to join our team on a long-term contract basis in Carson, California. In this role, you will serve as the first point of contact for visitors and callers, ensuring seamless communication and exceptional customer service. This position is ideal for someone who is organized, detail-oriented, and capable of managing a multi-line phone system effectively.<br><br>Responsibilities:<br>• Greet and assist visitors in a courteous and attentive manner.<br>• Manage and operate a multi-line phone system to answer and direct incoming calls.<br>• Handle switchboard operations efficiently for phone systems with 1 to 10 lines.<br>• Respond promptly to inbound calls while providing accurate information and assistance.<br>• Maintain a clean, organized, and welcoming reception area.<br>• Coordinate with internal teams to relay messages and manage schedules.<br>• Perform administrative tasks such as filing, data entry, and scheduling appointments.<br>• Ensure confidentiality and care in handling sensitive information.<br>• Provide support for part-time receptionist duties as needed.
We are looking for a detail-oriented Accounts Receivable Clerk to join our team on a Contract to permanent basis in Newport Beach, California. This role is ideal for someone with a strong background in collections, cash applications, and billing operations who thrives in a fast-paced environment. You will play a key role in maintaining accurate financial records, resolving discrepancies, and ensuring timely customer payments.<br><br>Responsibilities:<br>• Conduct daily collections efforts by reviewing accounts receivable aging and escalating issues to management as necessary.<br>• Process and apply customer payments while ensuring accurate bank deposit balances.<br>• Investigate and resolve payment discrepancies to maintain accurate account records.<br>• Adjust customer accounts when needed to reflect proper balances.<br>• Provide exceptional customer service by addressing billing inquiries and supplying payment information.<br>• Issue post-shipment credits and debits while verifying account accuracy.<br>• Collaborate directly with customers to resolve disputes and manage collections effectively.<br>• Engage sales representatives to assist with escalating collection efforts when necessary.<br>• Prepare and distribute bi-monthly account statements for customers.<br>• Support monthly rebate processes by completing worksheets based on established criteria.
We are looking for a dedicated Patient Access Supervisor to join our team in Los Angeles, California. This contract position offers an opportunity to lead and support a motivated team within the healthcare industry, ensuring efficient patient registration and admissions processes. The ideal candidate will bring strong leadership expertise, a healthcare background, and a commitment to delivering exceptional service in a fast-paced environment.<br><br>Responsibilities:<br>• Oversee and manage a team of patient registration representatives, providing training, guidance, and performance evaluations.<br>• Ensure high levels of customer service by addressing patient concerns, resolving conflicts, and maintaining an attentive and detail-oriented demeanor.<br>• Monitor and enforce compliance with healthcare regulations, including patient privacy laws and hospital policies.<br>• Facilitate accurate data entry and documentation for patient admissions, ensuring all necessary information is captured.<br>• Collaborate with physicians, nurses, and other hospital staff to streamline patient admissions and transfers.<br>• Handle complex issues related to patient registration, offering solutions and maintaining operational efficiency.<br>• Utilize healthcare management software and electronic health records systems effectively to support daily operations.<br>• Assist patients with understanding insurance verification, billing processes, and their financial obligations.<br>• Coordinate patient flow to minimize wait times and enhance overall satisfaction.<br>• Develop and implement strategies to improve team performance and operational workflows.
We are offering an exciting opportunity for a Tax Staff - Public based in Torrance, California. This role is crucial in our team as it involves handling multi-state tax accounting tasks and corporate tax accounting. The successful candidate will be expected to be proficient in various accounting functions and auditing, and possess excellent customer service skills. <br><br>Responsibilities: <br>• Processing tax forms – 1120, which involves basic corporate tax accounting.<br>• Handling multi-state tax accounting, including corporate income tax.<br>• Applying fluency in Japanese (preferred, not required) in performing tasks.<br>• Utilizing a variety of software tools such as CCH ProSystem Fx, CCH Sales Tax, Gosystem, Management System, and Microsoft Excel in daily operations.<br>• Managing accounting functions, ensuring compliance with regulations.<br>• Conducting auditing tasks as required.<br>• Handling cash activity and resolving any discrepancies.<br>• Providing exceptional customer service in all interactions.<br>• Preparing and filing multi-state tax returns.<br>• Dealing with all aspects of corporate tax return and corporate income tax.
<p>Robert Half is looking for a Collections Specialist that will like to join our client's growing company. The Collections Specialist is responsible for managing and executing the collection of delinquent accounts, rent balances, damages, and other outstanding amounts related to multi-family housing. This position ensures compliance with federal, state, and local regulations. The Collections Specialist will work closely with property managers, residents, and third-party vendors to resolve outstanding accounts in a professional and timely manner while upholding the company's standards of customer service. Key Responsibilities include:</p><ul><li>Manage and collect delinquent accounts, including rent balances, damages, and other housing-related charges.</li><li>Review and analyze resident ledgers, move-out statements, and supporting documentation to determine accurate balances.</li><li>Ensure compliance with all applicable collection laws and regulations.</li><li>Communicate with former and current residents regarding outstanding balances in a professional and respectful manner.</li><li>Partner with property managers and corporate departments to resolve disputes or discrepancies in accounts.</li><li>Negotiate payment arrangements and document repayment plans in accordance with company policy.</li><li>Coordinate with third-party collection agencies and legal counsel when necessary.</li><li>Maintain accurate and up-to-date records of collection efforts and account statuses.</li><li>Monitor aging reports and meet monthly collection targets and performance goals.</li><li>Stay informed on industry regulations and best practices related to multi-family housing collections.</li></ul><p>For immediate consideration email you resume today!</p><p><br></p><p><br></p>
<p>Position summary </p><p> The Office Services Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not limited to reprographics copy and mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other Williams Lea service lines as needed. </p><p><br></p><p> Job duties </p><p> * denotes an essential function </p><p> - *Utilize appropriate logs for all office services work. </p><p> - *Ensure that job tickets are properly filled out before beginning work. </p><p> - *Perform work in office services primarily reprographics mail and intake functions according to established procedures. </p><p> - *Follow procedures to run jobs in proper order. </p><p> - *Communicate with supervisor or client on job or deadline issues. </p><p> - *Meet contracted deadlines for accepting completing and delivering all work. </p><p> - *Troubleshoot basic equipment problems. </p><p> - Be able to lift up to 50 lbs. on a regular basis. </p><p> - Prioritize workflow. </p><p> - Performs Quality Assurance on own and work of others. </p><p> - Load machines with various paper toner supplies. </p><p> - Answer telephone emails and place service calls when needed. </p><p> - Interact with clients in person over the phone or electronically. </p><p> - Adhere to Williams Lea policies in addition to client site policies. </p><p> - Use equipment and supplies in a cost-efficient manner. </p>
<p><strong>Job Description:</strong></p><p>We are seeking a self-motivated and dynamic <strong>Credit and Collection Specialist</strong> to join our team in El Segundo. This role requires strong organizational skills, adaptability to fast-paced environments, and the ability to manage a portfolio of assigned accounts proactively. The Credit and Collection Specialist will focus on maximizing cash collections, minimizing bad debt, and surpassing departmental objectives. This professional will play a key role in maintaining strong relationships and contributing to effective process improvements across the department.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Take ownership of customer accounts by managing outstanding receivables in a timely manner to mitigate write-offs.</li><li>Proactively reach out to customers to ensure diligent follow-up regarding past-due balances.</li><li>Maintain accurate and up-to-date documentation on all collection efforts.</li><li>Deliver exceptional customer service to resolve disputes, process customer refunds, reconcile accounts, and address credit line changes.</li><li>Organize and prioritize multiple responsibilities amidst high transaction volume and workflow changes.</li><li>Investigate and resolve billing discrepancies, escalating internal issues when necessary.</li><li>Apply judgment in resolving adjustments, disputes, unapplied payments, reconciliation needs, and account hold placements due to payment delays or delinquency.</li><li>Escalate unresolved accounts promptly, adhering to departmental standards.</li><li>Support documentation preparation for accounts submitted to third-party agencies or deemed uncollectible.</li><li>Build and maintain solid relationships with both internal and external customers.</li><li>Analyze data from customer account reports and apply insights to collection efforts.</li><li>Actively contribute to department initiatives and projects, including process improvement efforts, trainings, and cross-functional collaboration.</li><li>Assist teammates by cross-training on customer portfolios for seamless coverage.</li><li>Process and distribute customer invoices and statements accurately.</li><li>Manage incoming and outgoing communication (emails, phone calls) effectively to support the collection process.</li></ul><p><br></p>
We are looking for a friendly and detail-oriented Receptionist to join our team in Costa Mesa, California. This is a Contract to permanent position that requires strong organizational skills and the ability to provide excellent customer service in a well-organized office environment. The ideal candidate will serve as the first point of contact for visitors and play a key role in ensuring smooth day-to-day operations.<br><br>Responsibilities:<br>• Greet visitors warmly and ensure they feel welcomed upon arrival.<br>• Answer and manage a multi-line phone system efficiently, directing calls to the appropriate departments.<br>• Maintain and organize office files and records to ensure easy access when needed.<br>• Handle incoming and outgoing deliveries, including validation and documentation.<br>• Schedule and coordinate appointments, ensuring all details are accurately recorded.<br>• Respond to email correspondence promptly and professionally.<br>• Assist with basic data entry tasks to support administrative processes.<br>• Provide parking validations for guests and employees when required.<br>• Collaborate with team members to ensure seamless office operations.
We are looking for an experienced Senior Tax Accountant to join our team in Calabasas, California. This role is ideal for a proactive and meticulous individual with expertise in tax preparation, accounting, and financial planning for small businesses. You will collaborate closely with clients and internal teams, leveraging technology and innovative tools to deliver exceptional service in a virtual environment.<br><br>Responsibilities:<br>• Conduct monthly reviews of client financial records, ensuring accuracy and completeness in collaboration with the bookkeeping team.<br>• Lead quarterly virtual meetings with clients to analyze financial performance, discuss tax strategies, and offer valuable business insights.<br>• Develop and execute tax planning initiatives for business owners, including officer payroll adjustments and year-end projections.<br>• Prepare and review individual and business tax returns, ensuring compliance with state and federal regulations.<br>• Utilize Intuit ProConnect Tax Software for tax preparation, with training available for candidates unfamiliar with the platform.<br>• Communicate effectively with clients to clarify tax positions, highlight potential savings, and provide ongoing support during tax season.<br>• Partner with bookkeeping and tax teams to streamline workflows and maintain high levels of client satisfaction.<br>• Stay updated on emerging technologies and tools, including AI, to enhance operational efficiency and deliver innovative solutions.<br>• Ensure compliance with tax regulations for S Corporations, Partnerships, and individual clients.
<p>We are looking for a detail oriented Entry-level Claims Representative to join our clients' team in Ontario, California. In this role, you will provide critical support in managing claims-related tasks, ensuring accuracy and efficiency in processing, reconciling, and auditing claims. This is a long-term contract position ideal for professionals with strong organizational skills and a background in medical office operations.</p><p><br></p><p>Responsibilities:</p><p>• Match checks with remittance advice, prepare and insert them into envelopes for mailing.</p><p>• Reconcile processed batches within the audit database to ensure accuracy.</p><p>• Create and mail denial trailers and letters to providers.</p><p>• Print and send out claim requirement letters for Covered California members.</p><p>• Forward claims to the appropriate health plan when necessary.</p><p>• Process and mail claims deemed unable to process, including generating the necessary correspondence.</p><p>• Batch trailers created by various departments and ensure proper documentation.</p><p>• Audit the batch log key to confirm claims have been assigned and logged correctly.</p><p>• Verify member information to determine line of business and coordination of benefits in the system.</p><p>• Collaborate on process adjustments and work independently or as part of a team.</p>
