- Exceptional customer service skills with ability to retain knowledge, pay attention
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Exceptional customer service skills with ability to retain knowledge, pay attention
to detail, organizational skills, flexibility, friendliness, calm under pressure, and effective communication.
- Serve clients via telephone, email, chat or facetoface interaction. Handle
customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution. Keep detailed records of customer
interactions within CRM (Salesforce)
- Use discretion to troubleshoot website technical issues and determine if a website technical issue should be escalated.
- Answer inquiries by clarifying client needs; researching, locating, and providing answers to inquiries, fulfilling requests; maintaining database to record activities
- Effectively present information and respond to questions from department managers regarding client inquiries/concerns
- Must possess exceptional interpersonal skills and be able to handle sensitive and confidential situations and documentation
- Resolve problems by clarifying issues with other departments, escalating unresolved concerns to department management
- Use discretion to troubleshoot website technical issues and determine if a website technical issue should be escalated.
- Fulfill email inquiries by clarifying desired information, replying to customers with resolutions and forwarding requests, if necessary
- Ability to deescalate interactions with clients and maintain a peaceful work environment
- Research and analyze processes to assure quality control, communicate process discrepancies with department manager.
- Exemplify proficiency in DLBA programs and policies as it relates to customer
inquiries
Client Service Representative II
- Produce and provide daily/weekly/monthly/yearly walkin reports, as requested by manager
- Assist with producing support materials for Client Services
- Assist with training new and existing employees
- Assist customers with creating online accounts and providing technical support for online account issues, using remote support software
- Data entry and maintenance of database spreadsheets
- Relieve inoffice services CSRs for breaks and time off, maintaining staffing capacity
- Place follow up calls from email inquiries
- Perform other related duties as assigned, assist with special projects
QUALIFICATIONS (Knowledge, Skills And Abilities)
- Ability to type and operate standard office equipment
- Ability to follow instructions, communication procedures, guidelines and policies
- Knowledge of customer service practices and principles
- Meticulous and thorough with a strong attention to detail
- Good time management skills and ability to multitask
- Good telephone and listening skills
- Good oral and written communication skills
- Good problemsolving skills
- Good data entry and proofreading skills
- Must be highly flexible and have the skill to work in a fastpaced, dynamic environment where priorities, demands and timelines can shift
- Basic knowledge of Microsoft Office Suite (Word, Excel, Outlook)
- Must pass a background check