Capturis - Refund Specialist

Conservice; Logan, Northern (UT, KY); Hybrid; USD 36,000 - 48,000; Full time

Job summary

Conservice is seeking a Refund Specialist to research credits and balances from utility providers and process refunds for clients. You will work with providers and teammates to ensure accurate documentation and reconciliations while delivering white-glove customer service.

The role emphasizes attention to detail, quick learning of new software, and the ability to work independently or with a team. Previous customer service experience and strong communication are valued.

Qualifications

• Previous customer service experience.
• Strong computer skills and willingness to learn new software.
• Excellent research and problem-solving abilities.

Responsibilities

• Research credits and balances for refunds.
• Reconcile accounts and document communications with providers.
• Interact with utility providers and team members to ensure accuracy and timeliness.
• Identify opportunities to improve refund processes.

Skills

Customer service

Research skills

Attention to detail

Communication

Team player

Time management

Independent work

Problem-solving

Flexibility

Adaptability

Tools

MS Excel

Job description

3131 Technology Drive NW, Mandan , North Dakota 58554 , United States

Job Description

Overview

As a Refund Specialist, your primary responsibility lies in your ability to research credits and balances from utility providers to provide refunds to our clients. Working alongside the utility providers and your team members, this position allows you to serve as a meaningful component in providing the best experience possible for our clients. Keen attention to detail is crucial in this role, to ensure accuracy in documentation and reconciliation efforts. If you want to promote diligent and thorough detective work while offering white-glove customer service, look no further!

Responsibilities

As a Refunds Specialist, you will:

• Phone Usage: Medium (about 40% of your day)
• Work on closed accounts with refunds, as well as other types of accounts as needed
• Make a request to utility providers regarding a refund
• Research credits and balances
• Reconciliation of accounts as warranted
• Documentation of all communication had with utility providers
• Identify and contribute to process improvement opportunities
• Meet current standard production and quality rate

Requirements

Qualifications & Preferred skills

• Previous Customer Service Experience
• Strong Computer Skills
• Committed to quickly learning and adapting to new computer software
• Excellent research and problem-solving skills
• Strong attention to detail
• Time management and organization
• Team Player mentality
• Ability to build and maintain professional relationships
• Able to work independently and with team member
• Flexibility and willingness to take direction
• Willingness to embrace challenges

This Company is an Equal Opportunity Employer, and does not discriminate on the basis of race, gender, ethnicity, religion, national origin, age, disability, veteran status, or on any other basis prohibited by law. Information on race, gender and national origin will only be used for statistical and recordkeeping purposes, and will not be used in making any employment decisions. All information provided will be kept separate from your expression of interest. Providing this information is strictly voluntary, and you will not be subjected to any adverse action or treatment if you choose not to provide this information. If you do not choose to answer these questions, we ask that you select "Decline to Identify" for each question. Thank you for your voluntary cooperation.