Client Care Specialist

3 weeks ago


West Columbia, United States PenServ Plan Services Full time
Job DescriptionJob DescriptionSalary: $23-24 per hour

PenServ is currently looking for a Client Care SpecialistThe person who holds this position will handle incoming calls within a multi-line system. 


Role & Responsibilities:

  • Professionally handle incoming calls from participants through a multi-line system, and ensure that routine and complex issues are resolved both promptly and thoroughly, with a customized response when necessary
  • Communicate with clients by telephone or e-mail to provide information and assistance with participants' retirement plans
  • Keep electronic records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken within the CRM system
  • Develops and maintains a deep understanding of the organization and services offered
  • May assume a team lead role for the work group


Qualifications:

  • 2-Year Degree in Business-Related Curriculum or Equivalent Experience
  • 4+ years experience with multi-line phone systems
  • 4+ years experience with CRM


Preferred Skills & Abilities:

  • Bachelor’s Degree in Business, Communications, or other related field
  • Ability to communicate clearly and professionally, both verbally and in writing
  • Strong decision making and analytical abilities
  • Demonstrates accuracy and thoroughness
  • Highly developed sense of integrity and commitment to customer satisfaction
  • Displays empathy, patience and the ability to remain calm
  • Self-motivated and eager to learn
  • Proficient in Microsoft applications, such as Excel, Outlook, and Word
  • Accurate and efficient data entry skills


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