Client Support Specialist

Adroit Partners; Town of Texas (WI); On-site; USD 42,000 - 54,000; Full time

Job summary

Adroit Partners in Wisconsin seeks a Customer Order Specialist to work with pre-need client families by phone and email, supporting bronze memorial design and storage initiatives while maintaining accuracy and file integrity.

You will review memorial selections with families, design and submit bronze memorials using our POS and supplier systems, meet weekly productivity goals, and keep the digital project library organized.

Qualifications

• 2-3 years of customer service or call-center experience required.

Responsibilities

• Make outbound calls to review memorial selections with client families.
• Provide high level customer service to internal and external customers.
• Design and submit bronze memorials using the internal POS and supplier systems for client approval.
• Meet weekly productivity goals for the Bronze Memorial team.
• Catalog and maintain a digital library of projects in the filing system.
• Adjust priorities and perform other duties to meet team goals.

Skills

Customer service

Excel

Outlook

Word

Attention to detail

Communication

Teamwork

Prioritization

Education

High school diploma

Tools

POS system

Vendor systems

Job description

Job Description

JOB SUMMARY

The Customer Order Specialist plays an integral role in working with our pre-need client families, via phone and email, who have purchased a bronze marker at one of our cemeteries. The Specialist is responsible for concept design/layout of memorials to support the Company’s marker storage initiative. This role works to consistently uphold established standards, maintain accuracy/integrity and ensure that all artwork and image files are properly maintained.

JOB RESPONSIBILITIES

• Conduct phone calls to existing client families to review their memorial selection and gather the details needed for the memorial / marker design to be manufactured and stored with our supplier
• Provide the highest level of customer service to both internal and external customers
• Using the company’s internal point-of-sale system and our supplier’s system research, design and submit bronze memorial / marker designs for approval by client family to manufacture and store
• Meet the weekly productivity goals set forth for the Bronze Memorial team
• Catalog, update and maintain digital library of all projects within established filing system
• Adjust priorities when appropriate and perform other job related duties assigned to meet team goals

MINIMUM Requirements

Education

• High school diploma or equivalent

Experience

• 2-3 years of customer service or call-center related experience required

Knowledge, Skills and Abilities

• Ability to adjust priorities when appropriate to meet weekly productivity goals
• Knowledge and experience working with Microsoft Office software including Excel, Outlook and Word
• Attention to detail/accuracy; proofreading and quality control skills
• Ability to work efficiently and independently within a goal-oriented environment with a high energy level and positive attitude
• Demonstrated effective communication skills, both oral and written
• Ability to work well as part of a cohesive team

Work Conditions

Work Environment

When considering the work environment associated with this job, the following factors may apply:

• Work indoors during all seasons and weather conditions
• Standard business dress is required

Work Postures

When considering the work postures associated with this job, the following factors may apply:

• Sitting continuously for many hours per day, up to 6 hours per day