customer service questions and issues as well as handling routine ... Receive, respond and research customer service inq
POSITION DESCRIPTION Position Summary The Customer Service Representative is responsible for responding to participant level customer service questions and issues as well as handling routine operational and administrative tasks. Responsibilities 1. Transmit test emails, phone calls and faxes daily to ensure systems are operational; notify appropriate department of issues. 2. Receive, respond and research customer service inquires received by phone, ticket system, fax or email; escalate to Customer Service Team Coordinator when necessary; open/update ticket system as needed. 3. Update/maintain customer account information. 4. Process accountholder requests, including but not limited to: Contribution, distribution, and transfer transactions. 5. Scan incoming paperwork and create/maintain electronic filing system for participant transactions through “track and file” system. 6. Open/sort Inspira mail daily. 7. Attend weekly staff meetings. 8. Open to daylight and evening hours
Desired Minimum Qualifications
Associate’s Degree or Bachelor Degree preferred. Minimum six month’s experience in customer service or similar role.
Excellent customer service skills and orientation Strong communication skills Intermediate knowledge of MS Excel Strong attention to detail with numbers and calculations Fast learner Must possess professional demeanor Ability to work in a deadline driven environment.