Job#: 3037319

Job Description:

Job Title: Customer Service Specialist 

Location: Tempe, AZ / Dallas, TX – Hybrid (3 days onsite Tue–Thur; training 5 days onsite first month)

Contract Length: 3 months (intent to extend to 6+ months; possible conversion)

Pay Rate: $20/hr - $25/hr

Note: We are unable to consider C2C or third-party submissions.

In this contingent resource assignment, you will participate in or provide support for initiatives within Customer Service. This role involves reviewing basic issues, policies, or procedures related to low-risk tasks. You will receive direction from supervisors and exercise judgment within defined parameters while developing an understanding of policies, procedures, and compliance requirements.

• Handle inbound and outbound customer calls to confirm business needs.
• Route qualified leads to appropriate sales consultants.
• Prioritize calls based on language needs, providing Spanish-speaking support when applicable.
• Track contact attempts and maintain detailed records of customer interactions.
• Schedule calls and follow-ups with sales agents.
• Document clear and concise notes within referral systems.
• Manage assigned referrals and ensure proper handling of each lead.
• Support pilot program activities focused on improving customer routing and conversion.
• Balance handling inbound calls with referral management responsibilities.
• Participate in weekly feedback sessions to evaluate pilot program effectiveness.
• Collaborate with sales consultants and operational teams to improve processes.

• 6+ months of experience in Customer Service, Financial Services, or a Contact Center, or equivalent demonstrated through work experience, training, military experience, or education.
• Strong communication skills and ability to manage customer interactions effectively.
• Strong organizational skills with attention to detail and ability to manage workflows or pipelines.

• Bilingual Spanish proficiency.
• Experience in financial services or banking environments.
• Experience with call routing, CRM tools, or pipeline tracking.
• Strong multitasking and time management skills.
• Experience with lead qualification or customer outreach calls.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.