Call Center Customer Service Representative

Are you currently dissatisfied with where you are at?  Do you want to work in a great, hybrid work environment with several weeks of paid training? Do you want to work at a company that provides an opportunity for career growth?

The Call Center Customer Service Representative will be responsible for providing guidance and support by answering basic general information calls coming into the firm as the first point of contact. The representative is responsible for supporting internal employees and partners by providing consistent and timely customer service.

Job Description:

• The Call Center Customer Service Representative will provide professional, accurate, courteous, friendly, and timely telephone service to all members and potential members. (Answer telephone immediately and respond to all correspondence following specified turnaround time).
• Accurate and correct routing of requests that fall outside of your area of expertise.
• Provide Advisors with any requested documentation or paperwork needed to support sales and marketing strategies.
• The Call Center Customer Service Representative will work with Advisors on the generation of complete and correct paperwork for sales execution.
• Able to work within a call center environment understanding its structure and adhering to schedule and punctuality requirements.
• The Call Center Customer Service Representative will take ownership of all member requests, and then transfer them to the appropriate department.
• Maintain and foster a spirit of teamwork between employees in the department and help encourage inter-departmental teamwork.
• Effectively use open-ended probing questions to identify members’ needs and recommend products/services to fulfill those needs.
• Fosters a positive customer service orientation.

Skills required:

• 1-5 years in a professional or customer service role in the financial or insurance industry is required.
• Bachelor’s degree required.
• Demonstrate sound problem-solving and decision-making skills.
• Results-oriented and proactive with the ability to balance multiple high-priority initiatives/projects concurrently and complete multiple tasks simultaneously to complete assigned projects within prescribed deadlines.
• Ability to cope with stressful situations and maintain a calm and professional demeanor.