Customer Service Representative
3 months ago
Selected Candidates must reside in the following states: Texas, Utah, New Mexico, Idaho, Ohio, Michigan, Arizona, Florida, Georgia, Indiana, Missouri, Oklahoma, Kansas
The Customer Service Representative ensures internal and external customers receive excellent service by answering questions, resolving
problems, and processing requests via telephone, chat and/or email. They are the front line of support by ensuring customers receive the appropriate referral, educating members on benefits and services, and following up to ensure satisfaction of the referral.
The Customer Service Representative performs a variety of functions in conducting administrative and technical duties related to customer
service in accordance with CLC policies and procedures related to EAP referrals to legal and identity theft and professionals for complimentary consultations and/or discounted services.
Under close supervision, an incumbent in this position will perform a variety of administrative and customer service duties to assist members solve a variety of problems impacting their personal or professional life. The ability to empathize and effectively communicate will be critical in building rapport to best understand the customer’s needs and provide the best resolution in accordance to CLC’s policies.
This incumbent must be able to adapt to a changing environment, have effective time management skills, and will ensure work is accurate, clear, and concise with strong attention to detail.
Performance Outcomes
Service Expectations
Respond to phone calls, voicemails, and/or emails from EAPs, members, attorneys, or other internal/external staff
Responsible for daily direct relationship with EAP representatives, customers, and law firms
Be an advocate for our customers and be an empathetic problem-solver in all customer interactions.
Answering the phones in a timely, welcoming, and professional manner
Member Education
Accurately educating members on their benefits and answering member’s inquiries within the company guidelines
First Contact Resolution
Providing a legal, mediation, and/or identity theft referral
Customer follow-up by phone or email to ensure satisfaction of the referral within 2 business days.
Accurately creating, verifying, and/or updating customer files
Effectively articulate CLC’s benefits regarding helping members meet their needs
Performance Expectations
Maintaining a minimum Key Performance Indicator (KPI) targets which include:
Quality Assurance (QA) of 95% or greater
Average Handle Time (AHT) of 8 minutes or less
Average Availability of 80%
Other KPIs within Customer Service
Education, Knowledge, and Experience
2 or more years of customer service experience, preferably in a call center environment.
Familiarity with computer and Windows PC applications, which includes the ability to learn new and complex computer system applications
Types a minimum of 35 WPM
Innate understanding of customer service, with a strong sense for delivering superior service to customers
Ability to work in a fast-paced environment, to manage high pressure situations, and to be flexible and adaptable when a situation requires it
Basic knowledge of legal areas of practice and mediation.
Basic knowledge of the Pending and Customer Care processes
Thinks independently and make sounds decisions
Ability to work well and be highly productive
Demonstrates effective written and verbal communication
Excellent problem-solving and multi-tasking skills
Positive professional attitude and team player
FLSA (Fair Labor Standards Act) Status
Non-Exempt, Overtime may be required.
Physical and Mental Requirements/Work Environment
The work environment characteristics and physical demands described here are representative of these an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Maintain excellent attendance and adherence
Able to retain large amounts of information as it relates to the customer’s issue, their benefits, the customer’s benefits and limitations.
Prolonged periods sitting or standing at a desk and working on a computer
Must be able to regularly lift, carry, and otherwise move up to 15 pounds at times and occasionally up to 30 pounds
The ability to frequently, physically move between departments/floors
While performing the duties of this job, the employee is regularly required to use hands and fingers to handle, feel, or operate objects, tools or controls, and reach with hands and arms.
Travel is not required for this position.
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