• Organize, structure, and oversee the team's daily routine, setting priorities, targets, and deliverables • Serve as the link between the executive team and the staff, translating strategic directives into actionable tasks • Support the management of a multidisciplinary team (Marketing, Sales, and Customer Success), ensuring alignment and productivity • Monitor marketing activities and lead generation, guiding efforts toward results and conversion • Monitor the sales funnel and support lead qualification to ensure a smooth commercial process • Contribute to structuring the Customer Success area, promoting a more strategic and less operational approach • Address day-to-day requests and issues with agility and autonomy • Track performance indicators (KPIs), supporting continuous improvement of processes and outcomes

• Accurately processing and categorizing customers' correspondence • Identify and verify essential documents • Adhere to established procedures, guidelines, and regulations • Ensure compliance with all relevant laws and policies

Role Description Logicpath is looking for an experienced customer facing professional who will engage, retain and drive our customers' understanding of Logicpath’s product offering, C3 Financial, working strategically with sales, implementation, training and leadership (both internally and with the customer). - Measured on the retention, expansion and happiness index of a book of business (Logicpath customers). - Responsible for managing complex and savvy customer needs via support tickets. - Leading proactive data reviews and using data analysis to drive business impact. - Aligning closely with various departments internally and externally not limited to Sales, Services, Customer Success and Partners. - Partnering with sales to identify customer growth opportunities based on demonstrated value. - Helping strategize and execute plans to earn additional spend from the customer. - Working with support and product teams to ensure customer feedback is captured and realized in product development. If you’re passionate about financial services technology, providing a quality service customer experience, and thrive in a fast-paced, growing environment, then becoming a Client Services Account Representative is the career path for you! Qualifications - College Degree (preferred) - 3+ years of experience in a Client Services Role or professional Sales role - 1+ years of experience using a CRM (Salesforce preferred) - Previous experience in a SaaS/Technology company or fast growing start up preferred. - Experience with web sharing tools (MS Teams and Zoom preferred) - Must have Microsoft 365 experience (PPT, Word, Excel, etc.) Requirements - Strong Relationship-Building Skills - Client-Facing Leadership - Efficient Multitasker - Exceptional Communication & Presentation Skills - Empathetic Approach - Driving Measurable Business Growth - Confident & Engaging Communicator - Emotionally Intelligent & Detail-Oriented - Process-Driven with a Growth Mindset - Adaptable & Agile - Self-Motivated & Time-Conscious - Proactive Problem-Solver Benefits - Competitive Pay - Industry-Leading Benefits - Work from Home Policy - Quarterly Team Events - Semi-Annual Division Events - Happy Hours - Retirement Plans & 401K - Employee Recognition & Awards - Generous PTO What’s Next? - MONTH 1: - Tech & HR setup - Setup calendar blocks & email folders and rules - Setup Salesforce Dashboards applicable to position - Attend Logicpath’s New Hire Training - Attend Unconscious Bias Training, Safety Training and Sexual Harassment Training - Join our Product Bootcamp - Begin 1:1’s with your manager - Set your SMART Goals with your manager - Meet staff members in Implementation, Sales and IT - Shadow another account representative and document your own playbook - MONTH 3: - Start working with customers and answering level 1 questions via the phone/email - Be C3 Financial demo certified - Be a product expert and feel comfortable walking a customer through all aspects of the C3 Financial platform - Process tickets in a timely manner - MONTH 6: - Be running with your customer success plans to encourage adoption & process optimization - Be able to show quantifiable ROI to customers in the form of success stories - Have a greater ability to understand deep technical aspects of C3 Financial - MONTH 12: - Set an example for new Client Service Account Representatives - Be a proven self-starter - Have a thorough understanding of the challenges an organization faces when implementing a new technology Loomis is an Equal Opportunity Employer and Drug Free Workplace. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.

Description and Requirements Job Title Customer Care Advocate Job Location Omaha NE - Virtual with in person training. New Hires must live within a commutable distance of Omaha NE. Summary of Responsibilities Our Customer Care Advocates handle inbound customer service inquiries via the telephone and/or email and resolves complex customer issues. The successful candidate will leverage effective listening skills, diligence, strong noetic curiosity, and honest desire to ensure that every customer experience is exceptional. With an understanding of the customers' needs and wants and a focus on delivering solutions that meets those needs, you will deliver a service experience that exceeds expectations and makes it easy for customers to do business with us. This is a full-time virtual position. Group Disability: What You Can Expect Group disability insurance is a policy for a company, group, or organization which is meant to provide compensation for its members if they are unable to work and unable to get paid because of a disability. The companies that offer our group insurance are also customers of MetLife. The customers who call into our call center call to file their claims, or to service their active claims. Call types include callers with disability , pregnancy and other serious health issues that prevent them from working. Call types can be emotional depending on the customers reason for filing. The candidates selected for this position will be providing customer service to inbound customers calling our 800 number. MetLife has the highest expectations for our Customer Care Advocates to always provide an exceptional customer experience on every call. - Always remain professional. - Never place blame on the customer or employer. - Make a customer connection . - Continuous Improvement environment- Always looking to improve both individual performance and the processes we have in place for Disability. Principal Responsibilities - Virtual roles work from a home office with periodic visits to the assigned GCSO office as needed for team events, meetings, training, business continuity, etc. - Respond to customer requests via telephone or email, providing excellent service to MetLife's customers who have insurance or other financial service products or benefit plans and providing solutions that best match the customers' needs. - Research requests regarding various product aspects, policy provisions, claim status, basic procedures, etc. - Efficiently process transactions and refer requests for other policy modifications to appropriate areas. Track responses to ensure completion. - Enhance and strengthen the relationship between the customer and MetLife using effective communication skills, keen listening skills and empathy. - Support special product and/or service campaigns as needed, or if solicited by the customer. - Efficiently access and navigate multiple electronic systems to provide a complete and integrated response to the customer's inquiry. - Perform these responsibilities in a consistent, professional manner while exercising strong verbal, interpersonal and high-quality service skills. Required Qualifications - New hires should live a commutable distance from the site the role is posted in . - 2+ years of customer service experience. - Flexible to work specific shifts during hours of operation between 7 AM and 10 PM CT, Monday through Friday; must be flexible regarding the ability to work overtime & shift worked, which may change based on business need. - This role has mandatory paid training starting on June 15th. Candidates must be available and present for all training days. Preferred Qualifications - High School diploma or GED equivalent. - Some college, or professional certification. - Insurance or Financial Services industry experience or Product specific experience. - Prior Call Center experience is highly preferred. - A demonstrated ability to learn quickly and continuously develop functional knowledge and an understanding of company products as well as administrative, claims, underwriting and marketing functions. - A passion for serving customers and a personal commitment to following through in a dynamic, challenging environment. - Strong computer/keyboard skills as well as solid math, analytical and critical thinking skills. - Superb listening skills and professional oral & written communication skills with an ability to inspire trust and accountability though an empathetic communication style which promotes a quality image of MetLife. At MetLife, we are leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we are dedicated to making a difference in the lives of our customers. The expected salary range for this position is $20 per hour. This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms. Benefits We Offer Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, paid time off, paid holidays, volunteer time off, tuition assistance and much more! About MetLife Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces™, as well as the Fortune 100 Best Companies to Work For®, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East. Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us! MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics"). If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liabilities. $20 per hour