Capturis - Refund Specialist

Conservice; Mandan (ND, MI); On-site; USD 36,000 - 54,000; Full time

Job summary

Conservice in Mandan, ND is seeking a Refund Specialist to research credits and balances from utility providers and issue refunds to clients. This role emphasizes accurate documentation and proactive communication with providers to ensure timely refunds and high client satisfaction.

The position requires strong customer service experience, keen problem-solving ability, and a meticulous, organized work style.

Qualifications

• Experience in customer service required.
• Proficient computer skills and ability to learn new software.
• Excellent phone and email etiquette.
• Strong problem-solving and research abilities.
• Exceptional attention to detail and accuracy.
• Solid time management and organizational skills.
• Self-motivated and able to work independently or with a team.
• Ability to build and maintain professional relationships.
• Positive attitude and willingness to adapt to new tasks.

Responsibilities

• Handle refunds by researching credits and balances from utility providers.
• Communicate with providers and clients to process refunds.
• Document all communications and reconciliation steps.
• Meet production and quality targets.
• Identify opportunities to improve processes and efficiency.
• Support teammates and adapt to changing account needs.

Skills

Customer service

Computer skills

Telephone etiquette

Email etiquette

Problem solving

Attention to detail

Time management

Self-starter

Team player

Relationship building

Independence

Adaptability

Willingness to take direction

Challenge embracing

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

Qualifications

Qualifications & Preferred skills

• Previous Customer Service Experience
• Strong Computer Skills
• Committed to quickly learning and adapting to new computer software
• Excellent telephone and email etiquette
• Excellent research and problem-solving skills
• Strong attention to detail
• Time management and organization
• Self-starter
• Team Player mentality
• Positive attitude
• 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