Customer Service Representative (CSR)

Balanceclaims; Indianapolis (IN); On-site; USD 10,000 - 60,000; Full time

Job summary

An established industry player is on the lookout for an entry-level Customer Service Representative to join their dynamic team in Indianapolis. This role is pivotal in supporting the Sales Team and ensuring client satisfaction through effective communication and document management. You will be the first point of contact for clients, handling inquiries and collaborating closely with Account Managers. This position offers excellent growth potential, with opportunities to advance into sales or account management roles. If you're eager to develop your career in a supportive environment, this is the perfect opportunity for you.

Qualifications

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

Responsibilities

• Manage inbound client calls and provide file updates.
• Collaborate with Account Managers to support client needs.
• Collect documentation critical to project progression.

Skills

Customer Service Skills

Communication Skills

Attention to Detail

Software Proficiency (HubSpot, Microsoft Office)

Tools

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.