Customer Engagement Specialist
About The Position
Greets clients and manages activity flow in busy reception area. Responds to business phones including directing callers to appropriate staff, responding to voicemail messages left after hours within 24 hours of receipt, scheduling client appointments and reaching out clients who fail to report for appointments. Manage client information in a specialized database that includes follow-up appointment with 95% accuracy rate and route and close out cases in database within 24 hours. May perform client outreach duties. Prepare outgoing mail, including shipments as requested, and ensure that mail is sent out each day. Sort and distribute incoming mail to the appropriate department or individual on the same day it is delivered at least 95% of the time. Ensure postage meter has sufficient postage for the week's mail. Assist with copying, scanning projects as needed, sort and distribute faxes. Assemble informational materials or packets as requested. Assist with general reports, including data gathering via the computer system, printed reports or other available information. Other duties as assigned.
Requirements
- High School diploma or General Education Diploma
- One to two years clerical experience in an office setting
- Proficient in Microsoft Office Suite
- Excellent grammar, spelling, and typing skills
- Strong interpersonal skills and the ability to communicate clearly and professionally
- Ability to maintain confidentiality
- Must interact one-on-one and in groups with individuals from a diverse range of backgrounds
Nice To Haves
- Additional education is desirable
Responsibilities
- Greets clients and manages activity flow in busy reception area
- Responds to business phones including directing callers to appropriate staff
- Responds to voicemail messages left after hours within 24 hours of receipt
- Schedules client appointments
- Reaches out to clients who fail to report for appointments
- Manages client information in a specialized database with follow-up appointments with 95% accuracy rate
- Routes and closes out cases in database within 24 hours
- Performs client outreach duties
- Prepares outgoing mail, including shipments as requested
- Ensures mail is sent out each day
- Sorts and distributes incoming mail to the appropriate department or individual on the same day it is delivered at least 95% of the time
- Ensures postage meter has sufficient postage for the week's mail
- Assists with copying and scanning projects as needed
- Sorts and distributes faxes
- Assembles informational materials or packets as requested
- Assists with general reports, including data gathering via the computer system, printed reports or other available information
- Performs other duties as assigned
Benefits
- All your information will be kept confidential according to EEO guidelines.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
