Job Description

SUMMARY / PRIMARY ROLE:

The Customer Service Representative is responsible for performing all tasks involved with Client Services. This position will involve learning and explaining services and products on behalf of all of our clientele.

PRINCIPAL DUTIES AND RESPONSIBILITIES:

(Management may amend or assign duties and responsibilities to this job with appropriate notification)

• Follow directions and work as a team.
• Responsible for assigned customer accounts.
• Responsible for the accuracy of all paperwork that arrives for assigned accounts.
• Ensure that all inbound and outbound paperwork is completed accurately and correctly.
• Maintains training abilities for clients and consumers
• Responsible for accuracy of all entries for client services and sales
• Create all in-office projects and classroom training products
• Must be pleasant, professional, detailed communication skills and Outlook skills.
• Plan, coordinate, and run five 15‐person outreach shifts per week
• Comfort working with iPads and tablet-based software
• Analyze the profitability and efficiency of the team
• Learning basic customer service techniques and client services to help with problem shooting

QUALIFICATIONS AND KEY SKILLS:

(The following are representative of the education, experience, knowledge, skills or ability required for this position)

• Must be able to follow directions and work as a team
• Must be knowledgeable with Microsoft Office.
• Must have strong oral communication skills.
• Ability to prioritize tasks effectively and execute quickly
• Professional Business Attire and Training Ability
• The position could involve standing for long periods of time throughout the day.
• Superior organizational skills - able to manage multiple priorities simultaneously

PERSONS WITH EXPERIENCE IN THE FOLLOWING AREAS SHOULD APPLY: Customer Behavior, Customer Insights, Customer Engagement, Customer Relationship Management, Customer Service Sales, Customer Rep, Customer Service, Customer Care, Customer Relations, Build Customer Relationship

Company Description

We believe that great minds deliver quality service when they are working together. The powerful individuals and their drive within our office create different ideas and draw unique conclusions with one another. We know that each employee matters and do everything we can to create the best possible working environment for our team.