Customer Service Representative I (Call Center)

Impact Community ActionColumbus, OH
Hybrid

About The Position

Works directly with customers on an individual basis and/or provides program and general Agency information via telephone, e-mail and chat in a call center environment. Identifies additional customer needs and makes recommendations for referrals to additional programs. Provides customer education and referrals on a variety of topics.

Requirements

  • High School diploma or G.E.D.
  • Valid Ohio Driver’s License and reliable transportation and ability to meet Agency insurance policy
  • Previous experience in a customer service role
  • Track record of over-achieving quota
  • Strong phone and verbal communication skills
  • Active listening skills
  • Ability to communicate complex funding rules to the customer’s level of understanding
  • Technical Skills (e.g., PC applications)
  • Functional Knowledge and Skills – examples: Knowledge of program eligibility guidelines, call center and applications processes

Nice To Haves

  • Prior non-profit/community action agency/human services/call center/Salesforce systems experience

Responsibilities

  • Greets, directs, and informs customers of all agency program by phone (Call Center), e-mail, or chat.
  • Educates customers on the Home Energy Assistance Program (HEAP), Community Service Block Grant Programs (CSBG), Percentage of Income Payment Program Plus (PIPP+) and other fuel fund and all other agency programs.
  • Accurately enters customers’ program required information into the computerized database and files.
  • Understands program eligibility guidelines in order to process applications for HEAP, CSBG, and all other agency funding sources.
  • Prints, scans, and uploads error-free applications containing customer’s signatures and provides completed application and documentation into the OCEAN/Salesforce system and our internal electronic storage.
  • Submits daily logs/notes on case file status to the Emergency Assistance Management team and/or Director.
  • Attends initial orientation and periodic training sessions as required to enhance Agency and program knowledge.
  • Provides a quality customer service experience for all customers by providing compassionate, active listening, and responding to customers’ needs in a timely manner.
  • Makes referrals to other internal and external programs as needed.
  • Makes referrals to other community resources as appropriate.
  • Meets required productivity standards established by management for taking applications from target population.
  • Completes various duties while simultaneously maintaining each program’s processes rules and guidelines with a sense of urgency.
  • Manages large amounts of inbound and outbound calls in a timely manner.
  • Follows call center “scripts” when handling different topics.
  • Identifies customers’ needs, clarifies information, researches every issue and provides solutions.
  • Assumes other duties assigned by the Program Manager, Director and/or the executive leadership.
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