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Customer Service Representative II

2 days ago

Orange, California, United States The Word & Brown Companies Full time

Purpose Of Position
Assist the Team Lead & Supervisor with various projects and duties as follows:

  • Setting up and maintaining all broker records for W&B Companies
  • Handle incoming queue calls from customers
  • Broker licensing - Review, Pending, and Processing
  • Quality control of broker profiles at group inception
  • Banking website research, check voiding, and re-issue requests
  • Set up and maintenance of all direct deposit information
  • Submitting check requests to A/P for reissue of payments via SharePoint site
  • Processing Broker of Record changes
  • Reviewing and processing incoming Broker Levies
  • Monitor Negative Broker Commissions & Open credit balances.
  • Monthly reporting, held commissions, expired licenses, missing information, and 542 processing
  • Month-end Choice Builder commission processing
  • Process vendor adds and changes for all W&B companies
  • Monitor department email box and SharePoint site daily
  • Processing returned mail for all W&B Companies
  • Document Scanning
  • Escheatment for all W&B Companies
  • Commission research based on broker requests
  • On-site or remote regular attendance and punctuality are essential functions of the job
  • Performs other business tasks or functions as assigned

Qualifications

Knowledge, Skills & Abilities Required

  • Outstanding focus and customer service skills
  • Maintain HIPAA Compliance
  • Excellent Phone mannerisms

Ability to multitask; switching from one database to another, answering phones, while inputting sensitive information

  • Outstanding focus and customer service skills
  • Maintain HIPAA Compliance
  • Excellent Phone mannerisms
  • Ability to multi task; switching from one database to another, answering phones, while inputting sensitive information

Educational Requirements
High School Diploma or equivalent required.

Physical Requirements:
This position sits for approximately 90% of the time and stands/walks for 10% of the time. Requires close vision, the ability to hear, and speak clearly. May utilize fingers, hands, and arms to manipulate. May lift to 25 pounds. The working environment is stable, and the noise level is moderate.