Capturis - Refund Specialist

conservicecareers; North Dakota; On-site; USD 42,000 - 56,000; Full time

Job summary

Conservice is seeking a Refund Specialist to research credits and balances from utility providers and issue refunds to our clients. You will collaborate with utilities and teammates to deliver accurate, timely credit reconciliations and exceptional service.

This role requires keen attention to detail, strong communication via phone and email, and the ability to work independently or with a team to meet production and quality standards.

Qualifications

• Experience in customer service.
• Strong computer skills and ability to learn new software.
• Excellent telephone and email etiquette.
• Strong attention to detail and accuracy.
• Good time management and organization.
• Ability to work independently and with a team.

Responsibilities

• 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 communications with utility providers.
• Identify and contribute to process improvement opportunities.
• Meet current production and quality rate.

Skills

Customer service

Attention to detail

Problem solving

Time management

Communication (phone & email)

Team player

Tools

Computer skills

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 & 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