IRA Services Representative, Sr. jobs in Buffalo, NY

IRA Services Representative, Sr. processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Client Services Representative
  • Health System Services Ltd
  • Niagara Falls, NY FULL_TIME
  • Company Description:


    Join a fast-paced Medical Equipment and Supply Provider, where we hold ourselves to high standards of excellence and cultivate a supportive team environment. As a Client Services Representative, you'll play a crucial role in serving our patients and community, demonstrating warmth, compassion, and a commitment to our mission of providing quality, innovative healthcare products and services.


    At HSS, we pride ourselves on our Family First culture and our fun, good-natured, dog friendly environment. Since our humble beginnings in 1996, our medium-sized, privately owned business has embodied an entrepreneurial spirit, fostering independence, initiative, and a sense of belonging among our team members. We value work-life balance with competitive vacation, PTO, full benefits, and a 401K to ensure our hard-working team feels supported and appreciated.


    We're more than just a workplace – we're a community. Our extracurricular and team-building activities, including holiday parties, birthday celebrations, pizza parties, happy hours, and the coveted HSS Amazing Race, fostering camaraderie, and a sense of belonging. We recognize and honor the dedication of our long-serving employees, with many having more than 5, 10, 15, and even 20 years of experience with us.


    Our Mission Principles:

    • Community-focused Provider of Quality Healthcare Products
    • We are dedicated to providing quality, innovative healthcare products to the communities we serve.
    • Patients are at the center of what we do
    • We believe our first responsibility is to the patients, caregivers and care professionals we serve. Our
    • Employees are Key to Our Success
    • Our dedicated employees enable us to grow and succeed in the ever-changing health care arena.
    • Expert Guides and Caring Professionals
    • Our knowledge and determination enables us to provide expert guidance and efficient solutions, in the ever-changing healthcare arena.


    Position Responsibilities:

    Customer Support & Order Management:
    • Field inbound customer communications, promptly responding to inquiries and resolving issues effectively.
    • Keep customers informed about the status of inquiries and orders.
    • Process customer orders received through various channels, verifying accuracy and completeness of order details.
    • Check inventory availability and allocate items for fulfillment.
    • Initiate fulfillment process, arrange shipment logistics, and provide customers with order tracking information.
    • Issue return authorizations and manage returns, refunds, or replacements.
    • Maintain accurate records in the system for all orders, transactions, and communications.


    Facility Client Services & Sales Support:
    • Conduct outbound calls and reviews of client Electronic Medical Records to update recurring orders for existing patients, ensuring attainment of required documentation for coverage.
    • Manage reoccurring order updates for enteral products, wound care products, ostomy, urological, and trach products, ensuring attainment of required documentation for coverage.
    • Build client relationships and conduct necessary research for uncovering new patients, and insurance coverage opportunities.
    • Assist in preparing quotes, product specs, and other administrative tasks for customers.
    • Manage and update CRM systems to ensure accurate and up-to-date records.
    • Assess and qualify leads, and support sales in moving quotes, orders, and deals forward.


    What We’re Looking For

    • Kind, friendly attitude.
    • Proactive, a positive thinker.
    • Energetic, with a strong work ethic.
    • Organized with high attention to detail.
    • Professional and courteous demeanor.
    • Excellent verbal and written communication skills.
    • Ability to work effectively in a team.
    • Excellent customer service skills.


    Qualifications for Success

    • High School Diploma or GED required.
    • Associate or bachelor’s degree, preferred.
    • 2 – 5 years of customer service experience highly preferred.
    • Experience in the medical field, a plus.
    • Knowledge of Medicare, Medicaid and third-party insurances, a plus.


    ✔️
    Benefits

    • Competitive starting pay
    • Health, Dental, and Vision Insurance
    • 401K with company match
    • PTO, Vacation and Paid Holidays


    Compensation

    • $20.00 - $23.00, per hour dependent on experience


    Location

    • Niagara Falls/Wheatfield, NY
  • 1 Month Ago

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Sr. Retirement Plan Administrator
  • P & A Retirement Plan Services, Inc.
  • Williamsville, NY FULL_TIME
  • DescriptionThe Sr. Retirement Plan Administrator position is responsible for performing complex administrative duties related to defined contribution pension plans such as 401(k), profit sharing, mone...
  • 3 Days Ago

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DSP/AMAP - Coe IRA (1693)
  • Arc GLOW
  • Oakfield, NY PART_TIME
  • Summary:The Direct Support Professional (DSP) is responsible for direct oversight, guidance and training of people receiving supports and services. Provide guidance, training, support, supervision and...
  • 22 Days Ago

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DSP/AMAP - Hartshorn IRA (1852)
  • Arc Glow
  • Corfu, NY FULL_TIME
  • Direct Support Professionals (DSP/Care Providers) provide a variety of activities to adults with developmental disabilities. It could be within the home setting, attending our Day Programs, recreation...
  • 22 Days Ago

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Residential Manager (1880) Stork IRA
  • Arc Glow
  • Medina, NY FULL_TIME
  • Job DescriptionWith the program planning team and consumer, develop, implement and monitor the residential habilitation plan and IPOPImplement the Individualized Service Plan (ISP) as developed for ea...
  • 22 Days Ago

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Residential Manager (1880) Stork IRA
  • ArcGLOW
  • Medina, NY FULL_TIME
  • Job DescriptionWith the program planning team and consumer, develop, implement and monitor the residential habilitation plan and IPOPImplement the Individualized Service Plan (ISP) as developed for ea...
  • 8 Days Ago

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0 IRA Services Representative, Sr. jobs found in Buffalo, NY area

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Customer Service Representative
  • Nissha Medical Technologies, Ltd.
  • Buffalo, NY
  • >> Customer Service Representative Customer Service Representative Summary Title:Customer Service RepresentativeID:1981D...
  • 4/26/2024 12:00:00 AM

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Service Representative
  • Gallagher
  • Buffalo, NY
  • About Us: Join our growing team of dedicated professionals at Gallagher Bassett, who guide those in need to the best pos...
  • 4/26/2024 12:00:00 AM

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Customer Service Rep- 1st shift M-F
  • multi color corp
  • Batavia, NY
  • **Customer Service Rep- 1st shift M-F** Batavia, OH 45103, USA Req #3413 Monday, January 3, 2022 Multi-Color is one of t...
  • 4/26/2024 12:00:00 AM

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Customer Service Representative - Work From Home>
  • Healthon
  • Buffalo, NY
  • [Customer Support / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Both PT & FT Available - As a Customer Servi...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative - Work From Home>
  • Healthon
  • Orchard Park, NY
  • [Customer Support / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Both PT & FT Available - As a Customer Servi...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative
  • BakeMark
  • Buffalo, NY
  • Job Description Job Description BakeMark has immediate job openings for Customer Service Representative! With over 200 y...
  • 4/24/2024 12:00:00 AM

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Customer Service Reps
  • Lakeside Recovery Solutions Inc
  • Hamburg, NY
  • Job Description Job Description We at Lakeside Recovery Solutions is a established business for over 4 years in the Hamb...
  • 4/23/2024 12:00:00 AM

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Customer Service Representative
  • Alkegen
  • Buffalo, NY
  • Job Requirements Alkegen has an exciting opportunity for a Customer Service Representative to join our Commercial Excell...
  • 4/23/2024 12:00:00 AM

Buffalo is the second largest city in the U.S. state of New York and the largest city in Western New York. As of July 2016[update], the population was 256,902. The city is the county seat of Erie County and a major gateway for commerce and travel across the Canada–United States border, forming part of the bi-national Buffalo Niagara Region. The Buffalo area was inhabited before the 17th century by the Native American Iroquois tribe and later by French settlers. The city grew significantly in the 19th and 20th centuries as a result of immigration, the construction of the Erie Canal and rail tra...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$45,871 to $53,540
Buffalo, New York area prices
were up 1.5% from a year ago

IRA Services Representative, Sr. in Grand Forks, ND
Based on our compensation data, the estimated salary potential for IRA Services Representative will increase -18 % over 5 years.
January 10, 2020