Client Services Representative Remote Jobs in Indiana (US)
This page tracks remote client services representative openings that are location-eligible for Indiana.
This page tracks remote client services representative openings that are location-eligible for Indiana.
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2079 Jobs
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Hopes Global Getaways is a remote travel planning company powered by a full-service travel agency that specializes in destination weddings, honeymoons, cruises, family vacations, and luxury getaways. We partner with top global travel brands to design seamless, memorable travel experiences for clients worldwide. Our mission is to help travelers plan unforgettable vacations while offering flexible, remote opportunities for individuals who are passionate about travel and customer service.
Role Description We are currently seeking organized, resourceful, and people-oriented individuals to join our remote team as Client Services Consultants. In this role, you'll assist clients with exploring travel possibilities, coordinating reservation details, and helping ensure a smooth planning experience from start to finish. This position is ideal for individuals who enjoy providing support, working with information, and building positive client relationships in a flexible work-from-home environment. No prior travel industry experience is needed. Comprehensive training and support are available. - Communicate with clients to understand their travel interests, timelines, and preferences - Assist with researching vacation options, accommodations, cruises, transportation, and activities - Help facilitate reservation requests through approved supplier networks - Share relevant travel information and available options based on client needs - Review itineraries, confirmations, and booking details for completeness - Respond to client questions and provide assistance throughout the planning process - Maintain accurate records of client interactions and travel arrangements - Track supplier updates, special promotions, and travel-related announcements - Participate in virtual training programs and team collaboration sessions Qualifications - Strong interpersonal and communication skills - A customer-focused and solution-oriented mindset - Good organizational abilities and attention to detail - Comfort working with online systems and digital applications - The ability to prioritize tasks and manage time effectively - Self-direction and reliability in a remote environment - Basic computer knowledge and dependable internet access - Interest in customer service, hospitality, travel, or client relations Requirements - Must be 18 years of age or older - Authorized to work in the US, UK, Mexico, Australia, Spain, or other approved countries - Ability to work independently from a remote setting Benefits - Remote work flexibility - Adjustable scheduling options - Comprehensive onboarding and training - Ongoing coaching and mentorship - Personal travel booking website - Access to travel suppliers and planning resources - Travel-related incentive programs and perks - Professional development opportunities - Collaborative and supportive virtual team culture
UnitedHealth Group is a healthcare and well-being company that’s dedicated to improving the health outcomes of millions around the world. We are comprised of
Role Description The Healthcare Services Representative will be responsible for: - Scheduling appointments in a prompt and courteous manner utilizing a PC - Confirming appointments and handling cancellations in a timely, efficient and courteous manner - Problem solving for patients utilizing identified resources - Providing comprehensive service to facilitate a resolution for any caller request - Acquiring and maintaining computer skills to effectively utilize applicable software You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Qualifications - High School diploma or GED from an accredited program - 1+ years of experience in a high-volume contact center OR 1 year of customer service experience - Proven excellent customer service and telephone etiquette skills - Proven critical thinking skills - Ability to fluently speak, write and understand the English language Requirements - 2+ years contact center or customer service experience with PC experience and knowledge of MS Word and Excel - Insurance knowledge of HMOs, PPOs, POS EPOs and indemnity plans - Proven ability to exercise good judgment in a high-volume contact center while maintaining a professional attitude - *All employees working remotely will be required to adhere to UnitedHealth Group’s Telecommuter Policy Benefits - Comprehensive benefits package - Incentive and recognition programs - Equity stock purchase - 401k contribution (all benefits are subject to eligibility requirements) - Hourly pay for this role will range from $16 to $29 per hour based on full-time employment Application Deadline This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
Role Description The CLIENT SERVICES SPECIALIST is responsible for managing medical practice, payer communications, maintaining system and portal access, and ensuring accurate triage and resolution of client requests. This mid-level role requires strong judgment, organization, and communication skills, with the ability to work independently, coordinate across teams, and improve workflows. The position serves as a key operational bridge between clients and internal revenue cycle teams. Qualifications - Experience in medical billing workflows, claims processes, and payment posting. - Experience with medical payer portals (e.g., Availity, Office Ally, Medicare, Medicaid portals). - 1-3 years of experience in healthcare office management, medical billing, revenue cycle, medical credentialing, or medical administrative support. Requirements - Independent problem-solving and judgment. - Client-focused communication and relationship management. - Workflow triage and prioritization. - Cross-functional collaboration. - Process improvement mindset. - Strong documentation and accountability. - Strong written and verbal communication skills with the ability to professionally manage client-facing correspondence. - Excellent organizational, prioritization, and time management skills; able to manage competing priorities independently. - Proficiency with Microsoft Outlook, Excel, Google Workspace, and task/project tracking tools. - High attention to detail and strong documentation practices. - Demonstrated ability to handle sensitive information with discretion and professionalism. - This is a remote position. Benefits - 401(k) - Competitive salary - Dental insurance - Health insurance - Opportunity for advancement - Paid time off - Vision insurance
PCS Retirement is one of the largest independent and conflict-free retirement solution providers.
• Manage and prioritize a shared team queue, ensuring all client requests and issues are addressed accurately and within established timeframes • Handle a wide range of plan sponsor, advisor, and TPA requests from basic to complex- including plan-level changes and reconciliations • Take full ownership of each case from intake through resolution, ensuring all activities, updates, and issues are handled accurately and on time, with proactive identification and escalation of risks or gaps • Deliver a high level of service through responsive, clear, and solution-oriented communication • Collaborate with internal teams to resolve issues efficiently and ensure a seamless experience for clients • Participate in a structured phone schedule, handling inbound and outbound calls to support client needs and team service levels • Review client data for accuracy and maintain strict adherence to confidentiality and PII security standards • Demonstrate efficiency and flexibility in overseeing detailed processes within a fast-paced, high-volume environment with shifting priorities • Support team coverage needs, including assisting during high-volume periods and cross-functional tasks as needed • Participate in team meetings, training, and ongoing professional development • Maintain a professional demeanor and collaborate effectively with peers and leadership • Perform other duties as assigned
PRS, Inc. is a nonprofit organization that is “changing lives [and] saving lives” through its suicide prevention, crisis intervention, and behavioral health
Title: Crisis Services Shift Lead Location: United States 23-27 per hour Hourly Full Time Full Benefits- Medical, Dental, Vision, FSA, Retirement with Match upon hire, Generous Leave (vacation, personal days and sick), Tuition Reimbursement, and more! Job Description: For more than 60 years, PRS, now HopeLink Behavioral Health, has provided comprehensive and specialized support to individuals and families living with behavioral health challenges or facing a life crisis. We envision a society where hope is universal. Through access to quality behavioral health, crisis intervention, and suicide intervention services, we foster an inclusive community in which everyone can attain wellness and a genuine sense of belonging. SUMMARY STATEMENT OF POSITION: The Shift Lead provides real-time operational oversight and support during assigned shifts across voice, chat, and text crisis services. The Shift Lead ensures smooth shift execution by supporting Crisis Workers with escalations, service delivery questions, and system or process issues. The Shift Lead is responsible for monitoring service levels, responding to fluctuations in volume, and helping coordinate coverage during high-demand or surge periods to ensure continuity of care. This position provides in-the-moment guidance, facilitates clear communication across teams, and collaborates with Coaches and Quality Assurance Managers to uphold service standards and operational excellence. WHAT WE OFFER: - Meaningful Work: Make a real difference in the lives of others. - Competitive Salary: $23 - $27 per hour - Comprehensive Benefits: Medical, Dental, Vision, FSA, 403b Retirement plan with match; 12 paid holidays; PTO and sick time; birthday leave; employee assistance program; tuition reimbursement. - Fully Remote - Supportive Environment: Join a dedicated team committed to providing high-quality care. SCHEDULE & LOCATION: - Shifts available: Mornings and afternoons - Remote PRIMARY DUTIES: - Provide real-time operational oversight and support to Crisis Workers during assigned shifts, ensuring continuity of service delivery. - Respond to shift-level inquiries, process questions, and call/chat escalations in accordance with policy, procedure, and ethical guidelines. - Monitor staff presence, attendance, and coverage in real time, alerting Coaches or Workforce Analysts to any critical issues. - Support coordination of shift huddles and facilitate timely communication of updates or changes during the shift. - Assist with operational documentation and logging for shift-related events or urgent issues as needed. - Serve as a liaison to Coaches for matters requiring performance follow-up, training reinforcement, or formal debrief. - Model professionalism, ethical conduct, and trauma-informed care practices while maintaining a calm and supportive presence on shift. - Participate in ongoing training and development to stay current with protocols, systems, and crisis intervention best practices. - Provide call, chat, or text coverage as needed to ensure optimal capacity to serve those in crisis. - Perform other duties as assigned to support the effective operation of HopeLink's 24/7/365 Crisis Services program. ESSENTIAL COMPETENCIES: - Demonstrated ability to perform active and reflective listening skills, risk and safety assessment, and follow established rescue protocols across voice, chat, and text services. - Knowledgeable of crisis intervention best practices and ethical standards - Strong ability to oversee crisis contact center operations, manage shifts, and make sound decisions under pressure. - Subject matter expertise in 988 Suicide and Crisis Lifeline SOP and Network Agreement - Proficient in quality assurance and reinforcing training in real time. - Excellent communication and collaboration skills to build trust and align with leadership goals. - Demonstrated ability for distress tolerance. Flexible and resilient in a 24/7/365 setting, modeling professionalism, self-care, and continuous learning. QUALIFICATIONS: - A minimum of 18 months of direct crisis contact center experience. - Bachelor's in social work, psychology, or human services preferred. - Strong knowledge of risk assessment, trauma-informed care, and de-escalation techniques. - Flexible and resilient in a 24/7/365 environment, modeling self-care and continuous growth. NOTE: Crisis Services operates 24 hours a day, seven days a week, and 365 days a year. This position's work schedule is dependent upon contact center needs. HopeLink will provide consistency in shift time and duration, but specific days of the week are not guaranteed. Shift Leads will be scheduled on weekends and holidays. The above statements reflect the usual responsibilities and principal functions of the position and shall not be construed as a complete description of all the work requirements that may be inherent or added to the position. Ready to Join Our Mission? If you're passionate about helping people achieve mental wellness, we encourage you to apply! HopeLink Behavioral Health is an Equal Opportunity Employer. We are committed to diversity, equity, and inclusion. 'Where Hope Meets Help.' We are unable to hire in the following states: California, Illinois, Massachusetts, Michigan, New York, North Dakota, Ohio, Oregon, Washington, Wyoming
Good Grief is focused on building a competitive remote sales team.
Role Description Looking for motivated individuals who want more out of their income and career. This is a remote opportunity where you’ll work directly with individuals who have requested help understanding their financial protection options. No cold outreach. If you’re someone who is competitive, coachable, and willing to put in the work, this can be a strong income opportunity with long-term growth. What You’ll Be Doing - Speak with clients who have requested information - Help families understand available benefit options - Guide clients through a simple enrollment process - Build long-term relationships and client portfolios Qualifications - Individuals tired of capped hourly income - Competitive, self-motivated people - Those willing to learn and follow a proven system - Sales experience is helpful, but not required Requirements - Those looking for a fixed hourly paycheck - Individuals unwilling to be coached - People who need constant supervision Benefits - Pre-qualified inbound leads (no cold calling) - Step-by-step training system (no experience required) - Remote work environment - Flexible schedule (full-time or part-time) - Ongoing mentorship and support - Performance-based income - Competitive commissions with unlimited potential - Opportunities for leadership and team-building Next Step If you’re open to learning more, apply to schedule a quick overview of the role and see if it’s a fit. *All interviews will be conducted via Zoom video conferencing. (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Role Description The Client Service Representative (CSR) is an entry-level role designed to provide essential operational and client support. This position is perfect for someone who is detail-oriented, organized, and interested in building a career in financial planning. The CSR role is the foundation of the firm’s client service model and is designed to lead into the Associate Planner position after a minimum of one year. Duties and Responsibilities - Client & Team Support - Act as assistant to both the Lead Planner and Associate Planner. - Manage scheduling including client reminders and nudges. - Provide day-to-day administrative and client support to ensure seamless operations. - CRM Management - Maintain and update the firm’s CRM with accurate data entry. - Complete workflows, task management, audits, and prospect reports. - Ensure records are complete and up to date for both clients and prospects. - Client Service - Coordinate client and planner scheduling and send meeting reminders. - Conduct document review and audit to ensure accuracy and completeness. - Manage client engagement activities including birthday emails, milestone cards, and gift acknowledgements (new baby, student loan payoff, etc.). - Billing & Operations - Provide billing support by updating account information and client service levels. - Assist with general administrative operations to support the financial planning team. Qualifications - Required - No financial planning experience or prior knowledge needed. - Strong organizational skills and attention to detail. - Professional and proactive communication skills (written and verbal). - Ability to manage multiple tasks and deadlines. - Preferred - Experience in administrative or client service roles. - Comfort with software systems and CRM tools. - Interest in developing a career path toward financial planning. Working Conditions This role primarily involves remote work, with occasional travel for White Coat Planning conferences or client events. The position includes health insurance and access to a 401(k). Pay Starting salary is $60,000, with a bonus structure added after one year of employment. Benefits - PTO - Health/dental/vision/life insurance - 401(k) matching - Parental leave - Adoption services reimbursement - Learning/educational incentives - Volunteer Time Off - Well-being programs - Company events - Self-improvement/productivity tools - The incredible feeling of making a difference Equal Opportunity Employer DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at hr@dlpcapital.com. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here.
Join our team at Po Enterprises and embark on a journey of growth and more travel!
Role Description The Client Services Travel Advisor assists clients with coordinating travel plans while providing ongoing support throughout the planning process. This role focuses on organization, communication, and maintaining a positive client experience. - Coordinate travel arrangements based on client preferences - Assist with itinerary updates and reservation management - Respond to travel-related questions and requests - Review travel details for accuracy and completeness - Maintain organized client records and communication history Qualifications - Strong customer service and communication abilities - Excellent attention to detail and organization - Ability to manage multiple priorities effectively - Comfortable using online systems and digital platforms - Previous experience in customer service or hospitality preferred Work Environment - Remote work setting - Flexible scheduling aligned with client needs Training & Support - Training and onboarding included - Continued access to support resources Compensation - Compensation based on experience and performance - Additional details discussed during the hiring process How to Apply Submit your application to be considered for the position.
A women-led clean energy solutions company, ranked #10 in the energy category on the 2022 Inc. 5000 list.
Role Description Resource Innovations is seeking a Sr. Rebate Processing Specialist to join our growing team. As a Data Entry and Project Coordinator with Resource Innovations, you will play a key role in supporting rebate processing operations, coordinating project activities, maintaining accurate program data, and assisting with the successful execution of program deliverables. This position focuses on data integrity, workflow management, documentation, reporting, and cross-functional collaboration. We are seeking detail-oriented, organized, and mission-driven individuals who thrive in a fast-paced environment and are committed to operational excellence. Duties and Responsibilities - Process rebate applications and related documentation in accordance with program guidelines and established service level agreements. - Perform accurate and timely data entry, validation, and maintenance across multiple systems and databases. - Coordinate project activities, deliverables, timelines, and documentation to support successful program execution. - Review applications and supporting documentation for completeness, accuracy, and compliance with program requirements. - Prepare and maintain reports, spreadsheets, and project documentation to support internal teams and client requirements. - Collaborate with internal stakeholders to resolve data discrepancies, process issues, and documentation gaps. - Support program launches, system updates, and operational changes through testing, validation, and process documentation. - Identify opportunities for process improvements and provide recommendations to enhance efficiency, accuracy, and customer experience. - Maintain accurate records and audit documentation in accordance with program and client requirements. - Assist with special projects, operational initiatives, and administrative tasks as needed. - Other duties as assigned. Qualifications - High school diploma or equivalent required; associate or bachelor’s degree preferred. - 2+ years of experience in data entry, project coordination, program administration, operations support, or a related field. - Strong attention to detail and commitment to data accuracy. - Excellent organizational and time management skills with the ability to manage multiple priorities and meet deadlines. - Proficiency in Microsoft Office, including Excel, Word, and Outlook. - Experience working with databases, CRM systems, or other data management platforms preferred. - Ability to analyze information, identify discrepancies, and resolve issues efficiently. - Strong written and verbal communication skills. - Ability to work independently as well as collaboratively within a team environment. - Experience in rebate processing, energy efficiency programs, utilities, or other regulated program environments is a plus. - Demonstrated ability to maintain confidentiality and handle sensitive information with discretion. Requirements - Strong verbal and written communication. - Detail oriented, sharp memory and accuracy skills. - Superior organizational, prioritization, and attention-to-detail skills are required. - Excellent verbal and written communications skills with clients and all levels of internal employees. - Self-motivation and exceptional follow-through skills are a must. Benefits - Competitive salaries based on a candidate's skills, experience, and qualifications for the position. - Compensation range for the base salary for this position is $18-$20/hour. - Eligibility for a discretionary annual bonus. - Comprehensive benefits package designed to promote health, financial security, and work-life balance. - Three weeks of paid vacation annually. - Paid holidays. - 401(k) retirement plan with employer match. - Medical, dental, and vision coverage. - Parental leave. - Employee assistance program. - Commuter benefits and additional supplemental offerings.
Role Description As an Engagement Lead on the Managed Services Team, you will clearly articulate client business requirements for our subscription-based clients. You'll be analyzing business data, goals, objectives, and needs and making recommendations and changes to improve our customers' experience. You will lead customer engagements, manage scope and budget, and serve as the primary client point of contact. - Lead the Customer Readiness phase (with support from other resources as required) - Work collaboratively with Solution Leads and Consultants in delivering SOWs - Serve as the customer's primary point of contact and first-level escalation point - Manage the engagement scope, schedule, issues/risks, and budget - Prepare status reports/progress reports each week and lead status meetings with the customer - Facilitate resourcing and forecasting - Lead internal and external stand-up meetings - Oversee timelines and team progress - Ensure overall success of engagement (escalations, project health, etc.) - Understand the client's changing needs and update the plan accordingly - Maintain service excellence and ensure customers are achieving the goals they were looking to achieve when they purchased the service - Foster strong relationships with clients to create trusted partnerships and identify areas for further account expansion - Facilitate discussions with client stakeholders to understand and document requirements and business processes - Gain alignment and approval of requirements and acceptance criteria while managing user stories throughout the duration of their lifecycle - Serve as a liaison between technical teams and business stakeholders - Facilitate solution demonstrations (sprint and final demos) efficiently - Support solution documentation and end-user training - Support the broader delivery team in the execution of change management and quality assurance - Occasional travel may be required as part of this position's responsibilities Qualifications - 5+ years of experience in customer-facing roles - 5+ years of experience in the field of client success or equivalent, in improving customer satisfaction, adoption, and loyalty - Experience to secure and maintain professional work relationships and interact with clients at all levels (experience with C-Suite executives is an asset) - Experience matching user requirements to Salesforce solutions - Previous experience working cross-functionally with technical and non-technical resources - Experience analyzing data and identifying opportunities to drive meaningful standardization of data and processes regionally and/or globally Requirements - Self-starter with ability to take initiative and drive results - Highly organized with the ability to manage and prioritize while simultaneously working both collaboratively and independently - Excellent communication skills, both verbal and written, and the ability to translate technical subject matter to non-technical audiences - Agile and can work well in environments where objectives and priorities are reviewed and assessed regularly - Ability to understand varying client needs and respond flexibly and creatively, working with internal resources to recommend and implement the highest ROI - Collaborative approach, working together as a team to drive value in every interaction and implementation - Creative problem-solving in the way we solution with customers and work with teammates - Commitment to trust, operating in a fun, open, and ethical environment - Results-focused mindset with ownership of critical metrics - Passionate about what you do, why you do it, and the impact it has on customers, employees, and partners Benefits - Competitive compensation and benefits - Flexible time off that supports real work-life balance - A monthly home office stipend - Employer-matched 401(k) - Comprehensive medical, dental, and vision coverage - Adoption assistance - Ongoing internal training and development opportunities
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