Service Coordinator We provide clarity in a world of trade complexity so that businesses can grow further, faster, smarter. Over 30,000 clients trust us with their customs brokerage, trade consulting, global trade management and freight needs. JOB SUMMARY The Service Coordinator is the primary point of contact for responding to client inquiries and issues. This includes resolving all inquires and issues and identifying root causes to ensure permanent resolution for assigned Clients. Provides secondary support for other Service Coordinators in their local “pool”. Location: Remote and open to anywhere in the US. KEY DUTIES & RESPONSIBILITIES - Respond and resolve general and complex issues and inquiries and ensure that the issues are resolved at “root cause”. - Maintain and monitor the relationship with our clients, continuously assessing strengths, weaknesses, up-sell opportunities and threats. Share this information with the leadership and client service team in order to strengthen our client relationships. - Ensure clients are completely satisfied with the response and resolution to their inquiries and complaints. - Research, respond and resolve complex client inquiries and issues such as information on import permits, refunds/amends, duty and tax calculations. - Research, respond and resolve general inquiries such as how to complete import documentation, classification, billing/invoice, providing release information and other general questions. - Respond to client issues and opportunities for improvement, including but not limited to: incorrect HS classification, slow release, incorrect billing codes or other invoicing concerns, missing paperwork, client process improvement needs. - Process credits/rebills & determine write off/collection issues within prescribed guidelines and process B2 refunds or amends. - Proactively provide client with Livingston information based on needs identified during reactive client contacts; - Report client issues or concerns back to respective appropriate team member/department and work collaboratively to resolve to the client’s satisfaction; - Recognize when issues have not been resolved to client satisfaction and escalate matters as appropriate; - Handle Trade Compliance verification (audits); - Attend face-to-face client meetings as required and may be required to conduct client exit interviews. - Maintain up to date client and contact information and monitor client satisfaction based on information collected on the surveys. - Document all client interactions in required systems. - Other duties as assigned by management. KNOWLEDGE & SKILLS - Superior client service aptitude - Must have strong written and verbal communication skills and must be comfortable interacting with both internal and external clients - Good problem solving, judgement, analytical and decision-making skills - Strong initiative skills with the ability to prioritize workload - Good cross-functional, “team” player - A solid foundation of operating systems knowledge - Sound Livingston solution and technology knowledge and expertise - Customs brokerage experience - Proficient in Windows-based applications - Knowledge of Customs requirements, procedures and regulations. - Proficient knowledge of Harmonized Tariff Schedule and regulations required - Maintain a professional and business-like appearance - Be familiar with industry related websites to search for information to provide to clients WORK EXPERIENCE – MINIMUM REQUIRED 2 years of related experience EDUCATION Required: High School/GED or equivalent Required: Associates Degree or post-secondary education CERTIFICATIONS DESCRIPTION COMPETENCIES Business Acumen and Straight Talk Agility Customer First Focus Inclusion and Collaboration Accountability Leading and Developing We know that women and people of color may be less likely to apply if their professional experience does not exactly match the job description. Livingston is striving to build a culture where differences are celebrated; therefore, if you are excited about this position, we encourage you to apply even if your experience may not check every box. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Location: Remote and open to anywhere in the US.

• Supports Financial advisors and their prospective and existing clients and other branch staff team members • Provides proactive, virtual support to financial advisors • Delivers client support including meeting preparation, running reports, and special outreach projects • Manages client account maintenance activities including opening/maintaining accounts and money movement • Researches complex client situations to seek timely resolution • Participates in ongoing training and education to ensure efficient usage of technology and firm resources • Coordinates the transition process for new client onboarding • Provides consultation and education regarding the Raymond James and Associates platform

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Broker Service Representative serves as a key resource for brokers, handling research, analysis, and resolution of inquiries related to billing benefits, and post-sale concerns. This role involves responding to phone and email inquiries, ensuring timely and accurate assistance while fostering strong relationships. Collaboration with Sales Consultants, brokers, medical and ancillary carriers, and internal teams is essential to facilitating efficient issue resolution and optimizing service delivery. Success in this role requires a strong understanding of the business, industry, and internal systems, with the ability to apply this knowledge effectively to support operations and enhance overall performance. Qualifications - High school diploma or equivalent. - Previous customer service experience, minimum 3 years, or any combination of education and/or experience that would provide an equivalent background in terms of customer service knowledge and experience. - Working knowledge of employee benefits, including policies, regulations, and industry best practices, preferred. - Strong analytical skills and attention to detail. - Strong written and verbal communication skills, with attention to grammar and detail. - Demonstrate advanced customer service skills, with the ability to effectively communicate via email and phone when interacting with customers. - Proficient using computer systems, office software, and data entry. Requirements - Handles inquiries from Brokers, Sales Consultants and Medical and Ancillary carriers with a higher level of expertise and in-depth knowledge. - Assist in analyzing complex or challenging problems and provide relevant information and solutions. - Clarify and communicate carrier policies, benefits, and guidelines. - Responsible for responding to benefit and billing inquiries, processing new hire enrollments, handling termination requests, providing forms, and managing renewal requests among other related tasks. - Responsible for efficiently utilizing internal tools and carrier portals to manage tasks. - Consistently utilize CRM platforms such as Sales Force to provide transparency and status of pending items. - Utilize available company resources to independently find solutions and information, minimizing the need for assistance. - Communicate with clients, brokers, Sales Consultants and Medical and Ancillary Carriers regularly to gather necessary information to answer and reply to inquiries. - Foster and maintain positive customer relationships while collaborating with internal teams to ensure customer requests and inquiries are addressed promptly and effectively. - Acknowledge and reply to urgent requests upon receipt. - Stay updated on trends in employee benefits offerings, plan designs, and the competitive landscape to provide the best viable solutions and recommendations. - Continuously monitor industry regulations (i.e., carrier 411) and compliance standards to maintain up-to-date knowledge of the employee benefits market. - Establish and maintain strong professional relationships with Sales Consultants, brokers, and carriers to provide accurate, detailed information while ensuring an elevated level of professionalism. - Provide team back-up/desk coverage as needed. - Assist other team members/departments as needed. - Seasonal overtime during peak season required and may include weekends and/or holidays. - Ability to manage multiple tasks and prioritize in a fast-paced environment. - Ability to work independently with supervision as well as part of a team. Benefits - Hourly Range: $20.73 - $27.64 per hour. - Merit increases. - Paid holidays. - Paid Time Off. - Medical, dental, and vision benefits. - Short- and long-term disability benefits. - 401(k) + match. - Life insurance. Working Conditions - While this position allows for remote work, there may be occasional in-office attendance for meetings, team collaborations, and other essential activities. - Full-time, Monday to Friday, 8:00 a.m. – 5:00 p.m. ET with overtime during peak periods, holidays, and weekends as requested by management. - Minimal travel may be required for client meetings or training sessions.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are actively hiring and scheduling interviews this week for a fully remote Work From Home position. This is a legitimate opportunity with full training provided and guidance to obtain your Life & Health Insurance license. No prior experience required. We are looking for motivated U.S. residents ready to grow in a long-term remote career. - Communicate professionally with clients - Provide information and guidance - Follow a structured system - Maintain consistent performance Qualifications - Strong communication skills - Reliable internet connection - Self-motivated and coachable - Must be a U.S. resident - Willingness to obtain a Life & Health Insurance license (assistance provided) Benefits - 100% Remote - Full training provided - Licensing guidance and support - Advancement opportunities - Supportive leadership team - Free leads provided at NO COST. Company Description