Commercial Insurance Customer Service Representative (CSR) at CSIA (La Mesa)

● N.D Office ( 635 & Webb Chapel ) is looking for P/T ㅡ Receptionist as below : ▪︎ Training wage : $ 15 / h ▪︎ Needed computer skills ㅡ ▪︎ Att'n : J R / (469) 783 - 6801 .

WIN Warehouse is excited to announce a new job opportunity: Administrative Coordinator. The Administrative Coordinator will be responsible for the execution and reporting on a wide variety of administrative processes including: donation order tracking, accounts payable, accounts receivable, receiving and correspondence. The Administrative Coordinator will also be the initial point of contact for WIN’s nonprofit members, donors and vendors via telephone or in-person and will be responsible for connecting them with the appropriate staff member or service. Additional responsibilities include being a point of contact to provide service in our showroom, including stock keeping duties and light cleaning. The right candidate will be someone who will take ownership of the administrative processes involved with receiving in-kind donations with an emphasis on prompt gift acknowledgment. In addition, you should have basic bookkeeping skills and the ability to handle accounts receivable, accounts payable, and settlement reconciliations.  You should have exceptional people skills and communication skills as you will be dealing with corporate donors as well as people in all levels of nonprofit organizations, team members and vendors. Proven ability to efficiently operate various Windows software and Google Tools is a must.  Requirements Tasks and Responsibilities: Receive incoming calls and in-person visitors Generate letters of acknowledgment for corporate donors Process Accounts Receivable payments Account coding of Accounts Payable  Maintain files and correspondence (paper and digital) in accordance with WIN’s Record Retention and Document Destruction Policy Provide superior service to our members locating and obtaining donations in our showroom Balance and reconcile daily deposits Keep office supplies stocked and monitor office supply budget Keep showroom stocked, neat, and organized Run various reports  Continually improve administrative systems and processes  Keep your work area organized and safe  Competencies and requirements: Exceptional personal relations, written, and verbal communication skills  Maintain confidentiality of any proprietary data or personal information At least 2 years with customer service related or customer-facing experience  Be comfortable using many forms of communications including, but not limited to email, chat, phone, intercom,  Be proficient with everyday functions of a Windows PC  Be proficient with Microsoft Word and Excel Be able to learn how the financial and inventory systems relate to other aspects of our operation (like receiving, CRM and order management) Be willing to cross-train in other areas of the operation as opportunity permits  Work closely with the president, vice president of programs, member services coordinator, and warehouse manager Work independently or as part of an awesome team  Must be exceptionally organized and have strong abilities to multitask and prioritize  Be safety-minded  Have an infectious can-do attitude  Appreciate WIN’s mission and contributions to the non-profit community Benefits Compensation & Benefits $21.25/hour, 40 hours per week Exclusively first shift work Employer-sponsored health insurance Minimum of eight paid holidays annually One week paid vacation in first full year Paid sick leave accrual policy Company paid short-term disability insurance 403(b) retirement plan with company match up to 4% of earnings

Job Title: Intake Coordinator Position Type: Full Time (W-2) Work Location: 2701 Sunset Ridge Dr, Ste 302, Rockwall, TX 75032 Work Hours: Monday-Friday, 8:30 AM - 5:00 PM Direct Supervisor: Managing Director Compensation: $42,000/year salary plus paid time off and bonus Job Summary: The Intake Coordinator at The Law Office of Jason Carr, PLLC serves as the first point of contact for potential clients seeking specialized legal services. This role combines traditional receptionist duties with client assessment responsibilities, acting as the gateway to our firm's specialized tax law, business law, and estate planning services. The Intake Coordinator plays a crucial role in strengthening the relationship between our team and clients through exceptional communication, organization, and understanding of our services. This position requires flexibility, critical thinking, and the ability to work independently while supporting the firm's business development initiatives. This position offers the opportunity to make a meaningful difference in clients' lives by connecting them with the legal services they need while developing valuable skills in a professional law firm environment. Responsibilities: Client Intake and Assessment *Serve as the first point of contact for all inbound calls and office visitors *Conduct initial screening conversations to determine if potential clients are a good fit for our services *Gather and document essential information about potential clients' legal situation *Identify urgent legal matters that require immediate attention *Schedule initial consultations with our client development team based on case type and urgency *Follow up with potential clients to confirm appointments and ensure required documentation is prepared Office Operations *Manage daily office operations including appointment scheduling and calendar management *Process client payments *Open mail and scan mail into document management system *Arrange receipt of mail and hand delivered documents from satellite offices *Maintain organized client files and ensure all intake documentation is properly stored *Manage, organize and order office supplies *Coordinate with service providers for office maintenance needs *Ensure office space is professional and welcoming at all times Client Relationship Management *Build authentic, one-on-one relationships with clients beginning with their initial contact *Provide timely responses to client inquiries and route complex questions to appropriate team members *Keep clients informed about their case status and next steps *Recognize and appropriately respond to clients experiencing legal-related stress *Maintain confidentiality and professionalism in all client interactions *Alert attorney and client support team of significant client life events that may impact their legal situation Business Development Support *Update prospect and client data records in the firm's CRM system *Assist with executing direct mail and gift programs *Make follow-up calls to set or confirm appointments *Support attorney and client support team in deepening existing client relationships *Prepare client materials for scheduled appointments Job Requirements: Qualifications *Bachelor's degree required *Minimum of 1 year of experience in a receptionist, customer service, sales, and/or administrative role *Experience in a legal, financial, or professional services environment preferred *Proficiency with office technology and software including Google Workspace, Microsoft Office Suite, and web based applications *Experience with CRM and calendar management is a plus *Bilingual a plus, but not required *Must be able to pass background check Skills and Attributes *Critical thinking capabilities and attention to detail *Professional demeanor and polished appearance *Business attire required *Exceptional client service abilities with a focus on empathy and problem-solving *Strong verbal and written communication skills *Ability to work independently and manage multiple priorities in a deadline-driven environment *Reliable, organized, and demonstrates strong initiative *Aptitude and willingness to learn and understand tax law services and identify client needs *Ability to maintain strict confidentiality regarding sensitive financial and legal matters *Show empathy and care to potential clients navigating stressful financial situations How to Apply: Interested in this job? Submit your resume using this form: https://carrtaxlaw.com/resume-form/ ***No recruiters or agencies please.***

The Paralegal/Claim Analyst plays a vital role in helping clients recover unclaimed property by managing and analyzing claims from start to finish. This position requires strong analytical and critical thinking skills, attention to detail, and the ability to assess, track, and improve claim outcomes. The Claim Analyst ensures each case is processed accurately, efficiently, and in compliance with regulatory requirements.    Key Responsibilities:  Provide end-to-end case management for all claimants, including initial intake, needs assessment, progress tracking, and case closure.  Review and accurately input all claimant and case data into the CRM system.  Analyze cases to determine eligibility and plan the best approach for recovering assets on behalf of claimants.  Prepare and submit complete and valid documents to state agencies on behalf of clients.  Communicate with claimants through phone, email, or other channels to provide updates and request needed information.  Monitor all active cases, evaluate progress, and identify roadblocks or missing elements to move the claim forward.  Generate weekly or monthly reports summarizing claim activity, performance metrics, and progress for the Return Assets Division.  Maintain detailed records and case notes to ensure accurate tracking of all claimant interactions and case developments.  Identify opportunities to improve claim processing procedures and contribute to the development of internal workflows, documentation, and best practices.  Conduct trend analysis and contribute to the strategic improvement of claim outcomes and departmental performance.  Stay informed on relevant industry practices, regulatory updates, and professional development opportunities.  Support the team and organization by taking ownership of tasks and suggesting solutions that improve efficiency and service quality.  Assist with additional duties and projects as assigned.      Requirements Qualifications:  Strong critical thinking, problem-solving, and organizational skills  Ability to analyze data and make informed decisions  Excellent verbal and written communication  Detail-oriented with a strong commitment to accuracy  Proficiency with CRM systems and Microsoft Office Suite  Experience in claim processing, legal documentation, or financial services preferred  Benefits This is a temp-to-hire position. 20-30 hours a week at a range of $20-30 per hour, depending on experience.

ABOUT THE POSITION: We are seeking a highly motivated and detail-oriented Property Assistant Manager to support the daily operations of our property management team. The ideal candidate will assist in overseeing a residential property, ensuring high levels of tenant satisfaction, efficient maintenance coordination, and effective administrative management. This role requires excellent organizational skills, customer service expertise, and a proactive approach to problem-solving. Compensation: $22 to $30 per hour Key Responsibilities: -Assist the Property Manager in daily operations, including tenant relations, lease administration, and property maintenance. -Coordinate and oversee maintenance requests, ensuring the timely resolution of tenant concerns. -Manage rental applications, lease agreements, and renewals. -Conduct property inspections to ensure compliance with safety and maintenance standards. -Handle tenant inquiries, complaints, and service requests professionally and efficiently. -Assist in budgeting, financial reporting, and rent collection. -Maintain accurate records of property expenses, lease agreements, and vendor contracts. -Support marketing and leasing efforts by coordinating property viewings and advertising vacancies. -Ensure compliance with local, state, and federal property management regulations. -Collaborate with vendors, contractors, and service providers to maintain property standards. Qualifications & Skills: -Bachelor's degree in Business Administration, Real Estate, or a related field preferred. -2+ years of experience in property management, real estate, or a related field preferred. -Strong knowledge of property management principles and leasing regulations. -Excellent communication and interpersonal skills. -Proficiency in property management software and the Microsoft Office Suite. -Ability to multitask, prioritize, and work independently in a fast-paced environment. -Strong problem-solving skills and attention to detail. -Customer service-oriented with a proactive approach to tenant relations. Equal Opportunity Employer: We are proud to be an Equal Opportunity Employer and are committed to creating an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We encourage applications from individuals of all backgrounds and experiences.

The primary responsibility of the Project Coordinator 1 position is to provide a high level of coordination support in a wide variety of areas, partnering with construction project management staff. This role will act as a support to the Project Manager and Assistant Project Manager to ensure accurate and efficient project documentation tracking. The Project Coordinator 1 role will also be responsible for maintaining and controlling the billing process and schedules per contract requirements. Duties and Responsibilities include the following: 1. Assist with project start-ups and close-outs. 2. Provides front desk relief and/or additional administrative support to others to help meet business and staffing needs. 3. Prepares routine correspondence (letters, memos, meeting notes and proposals). 4. Bid Tracking Log - Creating Bid Numbers and Maintaining. 5. Subcontract Checklist. 6. Certificate of Insurance Requirements, Bonds, Billing Requirements. 7. Contractual Requirements (Certified Payroll, OCIP/CCIP, Affidavits). 8. Assist team with requests for project documentation. 9. Create submittal packages from information provided by the Project Manager or Assistant Project Manager. 10. Monthly Lump Sum billings and T & M billings for subcontracts valued $100k-$5M (Including Pay Apps, SOV, Lien Waivers, Certified Payroll). 11. Logging/Tracking but not limited to, insurance, bonding, permits, submittals, RFI's, change orders correspondence, drawings. 12. Provide copies or scans of drawings. 13. Assist with RFI’s. 14. Assist with creating tiered subcontracts, managing compliance, and assisting with change management. 15. Process electrical permits and process plan reviews with supporting documentation. 16. Review specification or client documentation (hard/soft copies) for O&M, O&M warranty vendor requests, create O&M package from information provided by Project Manager or Assistant Project Manager, and coordinate record drawings to submit. 17. Other duties as assigned. Requirements Two or more years of lead administrative experience in electrical construction industry. Will consider candidates with additional years of related administrative  construction experience, in lieu of electrical construction experience. High level of customer service to internal and external customers A high degree of accuracy and attention to detail Experience with Viewpoint Construction Software preferred Must be able to work independently Excellent communications skills (written and verbal) Proficiency at the intermediate or higher level in MS Word and Excel Ability to prioritize and organize workload Handle multiple tasks to successful and on-time completion Benefits Salary range for this position is $55,000-$65,000 annually.  Opportunity for a discretionary year-end bonus. 401k with a 40% employer match (up to federal limit.) Please find more information on our compensation package here. https://ecpowerslife.com/wp-content/uploads/2023/09/EC-Benefit-Summary-Applicants.pdf In addition to significant career growth opportunities, full-time employees enjoy a competitive pay rate, paid holidays and PTO; Medical, Dental, Vision, Life Insurance, Disability Insurance, Flexible Spending Accounts, 401k plan and Employee Assistance Program.