Call Center Customer Service Representative
About The Position
This position is responsible for answering incoming phone calls from existing customers regarding account information and offering information to potential customers. It involves taking new applications and processing payments via phone, documenting customer concerns and problems, updating and changing account holder information, basic data entry, and follow-up mail & email correspondence. The role also performs account maintenance, including account changes, adjustments, and statement requests, and accurately explains the terms/conditions and policies/procedures relating to the account. Additionally, the representative prepares reports including the CSR Daily Activity report and cash out report, and demonstrates the ability to proactively address customer requests and explain terms and conditions.
Requirements
- Ability to answer incoming phone calls from existing customers regarding account information
- Ability to offer information to potential customers
- Ability to take new applications and process payments via phone
- Ability to document customer concerns and problems
- Ability to update and change account holder information
- Ability to perform basic data entry
- Ability to conduct follow-up mail & email correspondence
- Ability to perform account maintenance, including account changes, adjustments, and statement requests
- Ability to accurately explain the terms/conditions and policies/procedures relating to the account
- Ability to prepare reports including CSR Daily Activity report and cash out report
- Demonstrate the ability to proactively address customer requests and explain terms and conditions
Responsibilities
- Answering incoming phone calls from existing customers regarding account information
- Offering information to potential customers
- Taking new applications and processing payments via phone
- Documenting customer concerns and problems
- Updating and changing account holder information
- Performing basic data entry
- Conducting follow-up mail & email correspondence
- Performing account maintenance, including account changes, adjustments, and statement requests
- Accurately explaining the terms/conditions and policies/procedures relating to the account
- Preparing reports including CSR Daily Activity report and cash out report
- Demonstrating the ability to proactively address customer requests and explain terms and conditions
Benefits
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
