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Customer Service Operations Associate Jobs in Minnesota

Sansom Staffing

Lead Operations Associate

Hopkins, MN · On-site

The Lead Operations Associate serves as the primary link between our internal departments ... Client service support: executing directives based on client needs * Manage client communication ...

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Customer Service Operations Associate information

What are the key skills and qualifications needed to thrive as a Customer Service Operations Associate, and why are they important?

To thrive as a Customer Service Operations Associate, you need strong problem-solving abilities, attention to detail, and experience in customer support, often supported by a relevant degree or prior customer service experience. Familiarity with CRM software, ticketing systems, and communication platforms is typically required. Excellent interpersonal skills, patience, and adaptability enable you to handle diverse customer interactions and work effectively in a team environment. These skills ensure efficient resolution of customer issues, high satisfaction rates, and smooth operational workflows.

What are some common challenges faced by Customer Service Operations Associates, and how can they be effectively addressed?

Customer Service Operations Associates often encounter challenges such as managing a high volume of inquiries, handling difficult customer interactions, and adapting to evolving company policies or technology. To address these, it's important to develop strong communication and time management skills, seek support from team leads or mentors, and stay updated on product knowledge and best practices. Many organizations offer ongoing training and encourage collaboration within the team, which helps associates continuously improve their problem-solving abilities and overall performance.

What does a Customer Service Operations Associate do?

A Customer Service Operations Associate supports the daily functions of a customer service team by handling customer inquiries, resolving issues, and ensuring efficient workflow. They often process orders, manage customer accounts, and collaborate with other departments to address customer needs. Their role is crucial in maintaining customer satisfaction and improving service processes. These associates also help implement policies and use software tools to track and report on service metrics.
What are the most commonly searched types of Customer Service Operations jobs in Minnesota? The most popular types of Customer Service Operations jobs in Minnesota are:
What are popular job titles related to Customer Service Operations Associate jobs in Minnesota? For Customer Service Operations Associate jobs in Minnesota, the most frequently searched job titles are:
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Customer Service Operations Associate jobs near you

Lead Operations Associate

Sansom Staffing

Hopkins, MN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

The Lead Operations Associate serves as the primary link between our internal departments, corporate office, and the clients we serve. This individual helps ensure and coordinate an organized practice. This role's seamless and time-sensitive execution is critical to a memorable client experience.

Benefits:

  • Retirement Plan
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Responsibilities

  • Client service support: executing directives based on client needs
  • Manage client communication, including correspondence, notes, and files, and maintain compliant client records
  • Completion and submission of applications and account paperwork for processing, and coordinating underwriting support
  • Underwriting management: schedule necessary medical exams, obtain pre-application information, prepare insurance applications, update client records, monitor applications in underwriting, and prepare policies for delivery
  • Investment operations: execute new client onboarding, incoming account transfers, incoming rollovers, withdrawal and deposit requests, and rebalancing tasks
  • Team coordination: work with multiple team members to drive a good client experience & service
  • Keep up to date on software system enhancements, new products, and compliance changes/opportunities
  • Participate in learning opportunities

Qualifications:

  • Bachelor's degree in finance or related field, preferred
  • Minimum 3 years of finance, client relations, financial operations, and/or financial planning experience
  • Active Series 7, and Series 63 registrations, or equivalent, required
  • Active Minnesota Life, Accident, and Health Insurance license preferred