Customer Success Agent

2 months ago


Ponte Vedra Beach, United States Freedom Mortgage Full time

The Customer Success Agent will support our company's call center operations. The purpose of the role is to provide exceptional service to our customers, answering their questions, and resolving their issues. Candidates are expected to provide energetic support and bring a positive attitude and willingness to learn. Ideal candidates should have the ability to multitask and be comfortable in a fast-paced work environment. This is a perfect place to display your top-notch communication skills as you listen, understand, engage, and respond to customers. We communicate with our customers over the phone and written communication like email or letter. It is also important to demonstrate patience, politeness, and empathy as you explain policies and procedures to customers, while always keeping a close eye on confidentiality and data security.

Essential Job Duties and Responsibilities include:

  • Answering inbound and making outbound calls, responding to customer requests within set timeframes, and delivering an exceptional quality of service to every interaction.
  • Providing information and knowledgeable assistance by pulling up account and loan information and relaying the information that customers need quickly and accurately.
  • Adhering to schedules, multitasking, meeting deadlines, and providing verbal and written responses to customers as required.
  • Working as part of a dedicated team to explain policies and procedures to customers and find great solutions to their inquiries in a seamless and positive way.
  • Build positive and pleasant relationships with our customers, whatever the circumstances, helping them feel secure and well-looked-after.
  • Maintain regular and punctual attendance. Comply with all company policies and procedures.
  • Performs other related duties as assigned.
Education and/or Experience:
  • High School Graduate/GED
  • 0-1 Years related work experience preferred
Licensure, Certification, Requirements:

None required

Specialized Skills & Knowledge Requirements

N/A

People Management Level:

This position is an individual contributor.

Workplace Conditions:
  • Standing/Sitting/Walking: Occasionally: requires this activity up to 33% of the time.
  • Kneeling/Crouching/Squatting/Bending: Occasionally: requires this activity up to 33% of the time
  • Reaching/Working Overhead: N/A: does not require this activity.
  • Repetitive Hand Motion: Occasionally: requires this activity up to 33% of the time
  • Special Vision or Hearing Requirements: N/A: does not require this activity.
  • Pushing/Pulling (up to 20 pounds): N/A: does not require this activity.
  • Lifting/Carrying (up to 20 pounds): N/A: does not require this activity.
  • Driving: N/A: does not require this activity.

Equal Employment Opportunity:

We are committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act:

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.

  • Ponte Vedra Beach, United States Year Up United Careers Full time

    Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with...


  • Ponte Vedra Beach, United States Year Up United Careers Full time

    Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with...


  • Ponte Vedra Beach, Florida, United States Marriott Full time

    Explore New Opportunities at MarriottMarriott Hotels is seeking a talented individual to join their team as a Front Desk Agent. As a member of the hospitality team, you will have the opportunity to elevate your day-to-day to an adventure, a journey to tomorrow.About the RoleAs a Front Desk Agent, you will be responsible for providing exceptional guest...


  • Ponte Vedra Beach, Florida, United States Marriott Full time

    Explore New Opportunities at MarriottAre you ready to embark on a new adventure? Marriott Hotels is seeking talented individuals to join our team as Front Desk Agents. With over 6,000 properties globally, we offer a world of opportunities to grow and develop your skills.About the RoleAs a Front Desk Agent, you will be the face of Marriott, providing...

  • Insurance Sales Agent

    2 weeks ago


    Ponte Vedra, United States The Auto Club Group Full time

    It‘s a great time to join AAA The Auto Club Group!JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARDJob Type:Full timeExempt/Non Exempt:SalaryJob Description:Why Choose a Career with the AAA The Auto Club Group (ACG)Established brand that has been around for over 100 years. Our members know and trust us!Field Agents receive 100% backing from one of...


  • Virginia Beach, United States Brian Bartko - State Farm Agent Full time

    Responsive recruiter Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you...


  • Hermosa Beach, United States Charline Espinoza - State Farm Agent Full time

    ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Charline Espinoza - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will...


  • Virginia Beach, United States Rose Goheen - State Farm Agent Full time

    Replies within 24 hours Benefits: Bonus based on performance Training & development ROLE DESCRIPTION: Rose Goheen - State Farm Agent is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As Customer Service Representative - State Farm Agent Team Member with our agency,...

  • Travel Coordinator

    4 weeks ago


    Ponte Vedra Beach, Florida, United States AEG Full time

    Job Title: Travel AgentAt AEG, we are seeking a highly skilled Travel Agent to join our team. As a Travel Agent, you will be responsible for providing exceptional travel assistance to PGA TOUR Players and employees.Key Responsibilities:Interface with clients to gather information related to their travel needs and make appropriate air/hotel/rental car...

  • Travel Coordinator

    2 weeks ago


    Ponte Vedra Beach, Florida, United States AEG Full time

    Job Title: Travel AgentAt AEG, we are seeking a highly skilled and experienced Travel Agent to join our team. As a Travel Agent, you will be responsible for providing exceptional customer service to our clients, including PGA TOUR players and employees, by making travel arrangements and resolving any related issues.Responsibilities:Interface with clients to...


  • Virginia Beach, Virginia, United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Earning PotentialAre you ready to take your career to the next level and earn a system-driven income?As a Customer Success Specialist with Symmetry Financial Group - Gary Uyemura, you'll have the opportunity to work with clients who are genuinely interested in our services, and earn uncapped commissions with daily pay.Our business model uses a...


  • Newport Beach, United States Moby Young - State Farm Agent Full time

    Benefits: Retirement Plan Paid time off Training & development ROLE DESCRIPTION: As an Customer Service Representative - State Farm Agent Team Member for Moby Young - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful client relations and acting as a liaison between customer needs...


  • Panama City Beach, Florida, United States Andrew Reuther - State Farm Agent Full time

    Job OverviewAs a Customer Service Representative on our State Farm Agent team, you will play a vital role in delivering exceptional customer experiences and helping our business grow through value-based conversations and remarkable service.Key ResponsibilitiesEstablish and maintain strong customer relationships, providing prompt and accurate service as...


  • Virginia Beach, United States Brian Bartko - State Farm Agent Full time

    Responsive recruiter ROLE DESCRIPTION: Brian Bartko - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Customer Relations Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to...


  • Panama City Beach, Florida, United States Andrew Reuther - State Farm Agent Full time

    Job DescriptionPosition OverviewA successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer...


  • Myrtle Beach, South Carolina, United States Jay Jefferson - State Farm Agent Full time

    Job DescriptionAs a Receptionist with the Jay Jefferson State Farm Agency, you will play a vital role in delivering exceptional client experiences that drive the growth of a successful insurance agency. Your attention to detail, customer service skills, and passion for helping others make you an ideal fit. You will enhance your career while resolving...


  • Virginia Beach, United States Devon Mack - State Farm Agent Full time

    Responsive recruiter ROLE DESCRIPTION: As a Customer Service Representative with Devon Mack State Farm Agency, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career...


  • Ponte Vedra Beach, Florida, United States Sherwin-Williams Full time

    Customer Service Specialist RoleThis is a critical position within our retail stores, playing a key role in the success of our business. Customer Service Specialists work closely with customers to understand their needs, provide expert knowledge on Sherwin-Williams products, and make recommendations to ensure customer satisfaction.Key Responsibilities:Build...


  • Ponte Vedra Beach, Florida, United States Sherwin-Williams Full time

    This is a crucial role in the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right products. Key responsibilities include:Providing exceptional customer service and ensuring customer...


  • New Smyrna Beach, United States Stan Harrison - State Farm Agent Full time

    Position OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self...