Customer Service Representative (CSR)

Balance Claims; Indianapolis (IN); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is on the lookout for an entry-level Customer Service Representative to join their dynamic Sales Team. This role, based in the vibrant city of Indianapolis, offers a unique opportunity to be the first point of contact for clients, ensuring their needs are met with professionalism and care. As a CSR, you will manage inbound and outbound interactions, support seamless service delivery, and collaborate closely with Account Managers. With a focus on client satisfaction, this position is perfect for those looking to grow in a supportive environment with potential career advancement opportunities in sales and account management. If you're passionate about customer service and eager to develop your career, this is the role for you.

Qualifications

• Strong communication skills and attention to detail are essential.
• Familiarity with HubSpot and Microsoft Office Suite is a plus.

Responsibilities

• Manage inbound client calls and provide file updates.
• Assist Account Managers by collecting critical documentation.

Skills

Customer Service Skills

Communication Skills

Attention to Detail

HubSpot

Microsoft Office Suite

Job description

About Balance Platforms, LLC
Balance Platforms, LLC (https://balanceclaims.com) provides full-service claims administration, estimates, advisory, and technology services for contractors. We partner with leading platforms and service vendors to deliver compliant, timely construction job file management, allowing our clients to focus on selling, building, and billing.

Job Summary
Balance Platforms, LLC is seeking an entry-level Customer Service Representative (CSR) to support our Sales Team and act as a primary point of contact for our clients. Based in Indianapolis, IN, this role involves managing client interactions, both inbound and outbound, to ensure smooth file progression and customer satisfaction. As the first point of escalation, the CSR will address client needs, gather required documentation, and collaborate closely with Account Managers to support seamless service.

Responsibilities and Duties

• Client Support: Manage inbound client calls, answer basic questions, provide file updates, and address any concerns before escalating as necessary.
• Document Collection: Make outbound calls to clients to collect documentation critical to project progression.
• Sales Team Collaboration: Assist Account Managers and Sales Team by screening calls and completing essential tasks, such as obtaining client documentation and preparing checklists.
• Client Contact: Act as the first point of client interaction, managing communications with professionalism and responsiveness.

Qualifications and Skills

• Customer Service Skills: Strong communication skills, attention to detail, and the ability to manage customer interactions effectively.
• Software Proficiency: Familiarity with HubSpot and Microsoft Office Suite is a plus.
• Growth Potential: Interest in career development with the possibility of promotion to roles in outbound sales, account management, estimating, or supplementing.