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Consistent daily review of tools and dashboards for referral progression and monitoring of referral fulfillment to ensure proper disposition of referrals. Position requires in-depth knowledge of retail policies and procedures in order to perform the essential duties with minimal supervision, which is usually acquired with a minimum of 2 years of CSR experience.
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Review terminal reports such as productivity, unmanned trucks, crashes, work comp, Driver Controlled Idle (DCI), risk analysis, and all other reports as assigned by leadership. The Driver Leadership/Planner/CSR experience may be substituted with 2+ years of Swift Driver experience in conjunction with a minimum of 2 years of prior leadership experience.
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Review and/or prepare supporting information for SEC filings (e.g., N-CEN, N-CSR, N-PORT, 24F-2, N1-A) Prepare and/or review Board reports and assist in the renewal of client's Fidelity and E&O insurance policies.
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Are the primary contact for clients; respond proactively to internal and external client inquiries Manage the preparation of financial statements and review SEC filings (e.g. N-PORT, N-MFP, N-CSR, N-CEN and 24F-2, N-1A etc.
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Job Seekers can review the Job Applicant Privacy Policy by clicking HERE. ( Pay Type: Non-Exempt / Hourly paid weekly Hourly Rate: $20.00-$22.00 Location: Fully onsite in Franklin, TN Schedule: Monday–Friday, 8:30 am - 5:00pm.
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Responsible for contract review and issuance of Certificates of Insurance (COI's). We have assignments available to help our Property & Casualty independent retail broker clients in Commercial Lines Account Manager or Customer Service Representative (CSR) positions.
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Review Contact Center Representatives weekly timecards in Paylocity Time and Labor; make necessary edits/corrections; approve all CSR timecards by the bi-weekly payroll deadline. Review Contact Center Representatives weekly timecards in Paylocity Time and Labor; make necessary edits/corrections; approve all CSR timecards by the bi-weekly payroll deadline.
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Regularly review a result of supplier evaluation result with CFO/COO to identify improvement plan if any. Collaborate with various departments such as planning, customer service representative (CSR), production, maintenance, and finance department to ensure effective resource allocation, operational efficiency, and material consumption optimization.
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Review with SVP and CFO to obtain approval for capital expenditures. In addition, Saunders is dedicated to corporate social responsibility (CSR). CSR at Saunders recognizes that investing in our people, focusing on safety, improving business processes, and reducing environmental impact adds value in our industry.
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Obtain and/or review quotes. 10 recent years of Property & Casualty insurance experience. At Wahve, we value significant insurance experience and want to revolutionize the way people think about phasing into retirement by offering qualified candidates the opportunity to continue their career working from home.
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Review and approve material expenditures. Train and supervise a team including equipment maintenance technician(s), warehouse manager, accountant and delivery drivers ensuring they have the necessary skills and knowledge to perform their roles effectively.
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Working with internal and external company resources, the CSR must provide customer service in quoting, fulfilling orders, ensuring on-time delivery, and troubleshooting customer problems. Track, review, and follow up on quote log and open order activities.
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The Personal Lines CSR is responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.
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Regularly review these agreements in an effort to develop a more cost-effective plan. Remote working/work at home options are available for this role. A sharp individual with an entrepreneurial mindset.
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Previous experience in customer service, sales, or other related fields. We are looking for an individualwith great customer service skills for one of the main supplemental benefits companies in the nation for over 65 years.
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