- Truist (Tampa, FL)
- …data (ie pipelined reports and referrals) 3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing ... Wealth clients with other LOBs. 11. Enter and maintain appropriate client records ; monitor client transactions and client data for accuracy and timeliness; maintain… more
- Bosch (Fort Lauderdale, FL)
- …approval requests using a web based CRM platform. + Maintain accurate customer records and notes in respective systems to support the program. + Develop customer ... Research and resolve customer questions and issues to ensure customer satisfaction and retention + Process tickets using a web based system to escalate customer… more
- WTW (Tampa, FL)
- …client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary ... with a primary focus on direct client engagement and retention of that business. This includes engaging with sales...Solid organization skills + Ability to mentor a Client Specialist colleague As an ACA you have the potential… more
- WTW (Miami, FL)
- …insurance programs. They lead client service activities in partnership with a Client Specialist from our Global Service Delivery (GSD) Team, whom they also manage ... organization skills. + Ability to directly oversee a Client Specialist colleague. Note: Employment-based non-immigrant visa sponsorship and/or assistance is… more
- Citigroup (Miami, FL)
- …Identify and document new business opportunities for referral to banker or product specialist . + Utilize internal systems to properly support CPB clients and perform ... and process loans within Credit Policies. + Coordinate with Credit Specialist /Investment Finance to ensure timely processing of CA renewals. Ensure repetitive… more
- MyFlorida (Orlando, FL)
- …35 clients and updated case information for each client monthly, keep all records in accordance with the local Service Standards and the confidentiality and security ... Peers, Patient Navigators, AIDS Drug Assistance Program (ADAP), Early Intervention Specialist (EIS) and other stakeholder units, will ensure RWHAP Eligibility… more
- University of Miami (Miami, FL)
- …maintenance of institutional biosafety and animal care protocols, laboratory safety records , and standard operating procedures. Performs and assists other research ... standard laboratory techniques. Develops, adapts, and implements new laboratory procedures. Records , organizes, and writes up experimental results for submission of… more
- HCA Healthcare (Boynton Beach, FL)
- …and customer service. . May participate on teams to improve operations, staff retention and employee engagement. . Works assigned schedule and notifies management of ... End of Day close out procedures, patient interactions, lobby checks and records . release. . Maintains, calibrates and performs controls on lab/x-ray equipment… more
- HCA Healthcare (North Miami, FL)
- …and customer service. + May participate on teams to improve operations, staff retention and employee engagement. + Works assigned schedule and notifies management of ... in/out, End of Day close out procedures, patient interactions, lobby checks and records release. + Is cross-trained to check patients in/out of the computer. +… more