Customer Service Representative

Crete Professionals Alliance
Any Location, PA
Job Description
As a customer service representative, you will play a crucial role in delivering exceptional service to clients through phone, in-person meetings, and email communication. Your primary responsibilities include engaging with clients, facilitating onboarding, fostering retention, and providing support to the accounting team.

Requirements

  • Review customer accounts for changes to contract and selected service levels
  • Share and clarify complex financial information with customers
  • Provide professional letters for third parties requesting detailed customer financial information
  • Help current and prospective clients with their information needs
  • Employ best practices for handling inbound email inquiries and in/outbound telephone communication
  • Acquire and maintain company and technical knowledge
  • Master and employ client care as it relates to telephone engagement
  • Contribute to team process improvement efforts
  • Perform contact documentation and reporting tasks
  • Support accomplishment of personal and team goals
  • Work within the Process Driven Environment of the Customer Care Call Center
  • Collaborate with Transportation Tax and Accounting teams
  • Support other team members as needed
  • Gather information from clients and enter information into database
  • Deliver information to clients in a clear, concise manner
  • Answer phone and email communication in a positive and professional manner
  • Guide and assist walk-in clients with clarity and consideration
  • Take ownership of tasks involved to fulfill client’s expectation within our firm’s policies and procedures
  • Set up and manage call center in the Salt Lake City, PRIME Hub

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
  • 401k plan
  • Paid time off
  • Life insurance
  • Short-term disability insurance
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