Customer Service Representative

2 months ago


Newport Beach, United States Robert Half Full time
Job DescriptionJob DescriptionWe are in search of a diligent Customer Service Representative to join our team in Newport Beach, California. In this role, you will be primarily responsible for answering incoming customer inquiries, managing customer accounts, and maintaining our database system. This opportunity offers a contract to hire employment arrangement.

Responsibilities:
• Field and respond to incoming customer inquiries and requests efficiently
• Categorize and qualify inbound leads, directing them to the appropriate teams as necessary
• Update and maintain our database, ensuring the accuracy and completeness of all customer records
• Coordinate with Account Executives and Client Success Specialists for further lead qualification and handling
• Handle the creation and dispatch of initial correspondence for clients who have inquiries about claims
• Perform administrative tasks to support the seamless operations and client communication within the service department
• Use email introductions to refer unqualified leads to the appropriate person in our referral network
• Monitor customer accounts and take appropriate action when necessary
• Utilize Microsoft Excel and Word for data entry and to maintain order entry
• Schedule appointments as required, ensuring a smooth and efficient customer service experience.• Minimum of 3 years experience in a customer service role
• Proven ability to answer inbound calls efficiently and professionally
• Previous experience in a call center customer service environment
• Strong data entry skills, with high level of accuracy and attention to detail
• Ability to handle email correspondence in a professional and timely manner
• Experience with both inbound and outbound calls
• Proficiency in Microsoft Excel and Microsoft Word
• Experience in order entry processes
• Ability to schedule appointments effectively and manage a busy calendar
• Excellent communication skills and a customer-focused approach
• Ability to handle high-stress situations and resolve customer issues effectively.

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