Customer Service Representative

Resource Innovations; San Diego (CA); On-site; USD 33,000 - 42,000; Full time

Benefits offered by this job

401(k) match

Medical, dental, and vision coverage

Paid vacation

Paid sick time

Paid holidays

Job summary

Resource Innovations in San Diego seeks a Customer Support Representative to provide exceptional service via inbound/outbound calls and email, assisting participants with eligibility, services, and documentation.

You will document interactions, maintain enrollment records, and research program guidelines while using Microsoft Office, particularly Excel, to manage data with accuracy and confidentiality.

Qualifications

• Minimum 1 year in a customer service environment.
• Minimum 1 year in an office environment performing administrative duties.
• Preferred: 2 years in a call center.

Responsibilities

• Provide professional customer service via inbound/outbound calls and email.
• Maintain accurate records of customer interactions and enrollment documents.
• Review guidelines, eligibility, and documentation requirements; respond to inquiries.
• Enter and update data in internal databases; use Excel for data entry.
• Meet productivity and quality standards and maintain confidentiality.

Skills

Customer service

Communication

Attention to detail

Bilingual Spanish

Education

High school diploma or equivalent

Tools

Microsoft Office

Excel

Job description

Resource Innovations is seeking Customer Services Representatives to join our Growing team in San Diego, Ca. The Customer Support Representative provides exceptional customer service to program participants through inbound and outbound phone calls and email. This role assists customers with program eligibility, services, application status, documentation requirements, and general program inquiries.The Customer Support Representative is also responsible for accurately documenting customer interactions, maintaining program records, obtaining required enrollment documentation, and using program databases to research and update customer information. This position requires strong communication skills, attention to detail, and the ability to learn and apply program guidelines.Resource Innovations (RI) is a women-led energy transformation firm focused on impact . Building on our expertise in energy efficiency, were constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, were leading the charge to power change.Essential Functions:Customer Service & Administrative SupportProvide professional and courteous customer service through inbound and outbound calls and email.Respond to customer questions regarding program guidelines, eligibility, services, application status, and documentation requirements.Conduct outbound calls and follow up on open leads in accordance with program requirements and performance goals.Maintain accurate records of customer interactions and contact attempts.Review and respond to voicemail messages and callback requests.Address customer inquiries and complaints while maintaining a professional and service-oriented approach.Maintain confidentiality of customer and program information.Database & Data ManagementEnter, update, and maintain accurate customer and program information in internal and external databases, including utility systems.Research program information and customer records to provide accurate and timely assistance.Obtain and maintain required supporting documentation for program enrollment files.Utilize Microsoft Office, particularly Excel, to complete data entry and administrative tasks.Perform basic mathematical calculations to assess customer eligibility and program qualifications.Performance & Administrative ResponsibilitiesMeet established productivity and quality standards set by Program Management.Manage time effectively and maintain consistent attendance.Perform general administrative duties, including copying, faxing, and preparing outgoing mail.Learn and apply program guidelines and materials to accurately assist customers.Perform other duties as assigned.EducationHigh school diploma or equivalentExperience1 year of experience in a customer service environment1 year of experience in an office environment performing administrative dutiesPreferred:2 years of experience in a call center environmentPreferred: Bilingual (Spanish)About Resource InnovationsResource Innovations (RI) is a women-led energy transformation firm focused on impact . Building on our expertise in energy efficiency, we’re constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we’re leading the charge to power change.Resource Innovations is an Equal Opportunity Employer, committed to ensuring equal employment opportunities for all job applicants and employees without regard to race, color, religion, national origin, gender, age, disability, marital status, genetics, protected veteran status, sexual orientation, or any other protected status. In addition to federal law requirements, Resource Innovations complies with applicable state and local laws governing non-discrimination in employment in every location in which the company does work.Compensation & BenefitsResource Innovations offers competitive salaries based on a candidate's skills, experience and qualifications for the position. The compensation range for the base salary for this position is:$32,600.00-$41,600.00In addition to base pay, employees may be eligible for a discretionary annual bonus. The stated salary represents the expected compensation for this position. Final compensation will be determined based on factors such as the candidate's experience, education and location.At Resource Innovations, we believe supporting our people is essential to delivering impact. We offer a comprehensive benefits package designed to promote health, financial security, and work-life balance. This includes paid vacation, paid sick time, paid holidays, a 401(k) retirement plan with employer match, medical, dental and vision coverage, parental leave, an employee assistance program, commuter benefits, and additional supplemental offerings.Employment with Resource Innovations is contingent upon the successful completion of a comprehensive background check and reference check. If applicable to the position, a pre-employment drug screen may also be required.The above job description and job requirements are not intended to be all inclusive. Resource Innovations retains the right to make changes or adjustments to job descriptions and/or job requirements at any time without notice.