Company Description
The “right fit” must be determined with care. Our extensive knowledge of the legal and regulatory environment assures our client’s plan design and operation will meet these requirements. We draw on this same knowledge base to provide our clients with ideas and strategies for maximizing plan contributions and asset accumulation.
Job Description
Responsibilities:
Answers incoming customer live chats regarding website navigation issues, service questions, and general client concerns
Evaluate customer interactions and elevate issues to Online Chat Manager when appropriate
Crete relationships with new customers to better understand and achieve their needs
Respond to the customer questions, inquiries, requests and problems accurately, concisely and appropriately
Promotes interest in client products and services
Consistently achieves established standards of the position
Continually portray and project a positive and professional image.
Provide administrative support to the customer service team
May assist with overflow work and other duties as needed
Promotes interest in client products and services
Consistently achieves established standards of the position
Continually portray and project a positive and professional image
Provide administrative support to the customer service team
May assist with overflow work and other duties as needed
This position is also a remote position in which you will be working from home
Qualifications
Requirements:
High school diploma or equivalent.
Experience in customer service.
Strong telephone etiquette.
Familiarity with CRM tools.
Excellent communication skills.
Ability to manage multiple tasks at once.
Ability to adapt to different personalities.