Customer Service Representative (Level III)

Tailored Management; Pennington (NJ); On-site; USD 24,000 - 34,000; Full time

Benefits offered by this job

Health benefits

Job summary

Tailored Management is seeking a Client Service Representative to support Health Savings Accounts and employer-sponsored plans. You will assist with claims, debit cards, password resets, and locating statements, while navigating multiple systems and entering notes accurately.

Join a fast-paced call center environment on-site in Pennington, NJ. Training is on-site in a virtual setting, with 12-month contract and potential extension based on performance.

Qualifications

• 2 years of customer service experience.
• Proficiency in Microsoft Outlook, Word and PowerPoint.
• Ability to work under pressure in a fast-paced, high-volume environment.
• Strong communication with excellent grammar and professionalism.
• Proven ability to de-escalate client concerns effectively.
• Navigate multiple screens/systems simultaneously.
• Self-motivated and ambitious.

Responsibilities

• Serve as a primary point of contact for consumer inquiries regarding Health Savings Accounts.
• Provide clear and accurate information on filing claims, ordering debit cards, and account management.
• Navigate multiple systems simultaneously while maintaining engagement with the client.
• Accurately type relevant notes and information into the system.
• De-escalate difficult situations and prevent client dissatisfaction with respect and poise.
• Handle confidential and sensitive client information responsibly.
• Maintain a positive attitude and be receptive to coaching and continuous improvement.

Skills

Customer service

MS Outlook

MS Word

MS PowerPoint

Communication

De-escalation

Multi-screen navigation

Self-motivated

Professionalism

Tools

Microsoft Outlook

Microsoft Word

Microsoft PowerPoint

Job description

Customer Service Representative

Pay Rate

$21/hour, paid weekly

Location

Pennington, NJ 08534 | Fully onsite from Monday to Friday.

Training Hours

Monday - Friday, 9:00 AM - 5:30 PM EST. Training will be conducted on-site in a virtual setting.

Post-Training Shifts

Monday - Friday, 8-hour shifts with a 30-minute lunch.

Shift hours may fall anytime between 9:00 AM and 10:00 PM EST.

Start Date

12/7/2026, pending onboarding completion

Contract

Initial 12-month contract

Contract Extension or Conversion to FTE

Based on performance, attendance, and business needs

Access to Health Benefits

Overview

We are seeking a Client Service Representative to join our Health Benefits Solutions team. This role serves consumers with Health Savings Accounts offered through employer-sponsored benefit plans. The ideal candidate will provide clear information and guide clients through various inquiries, including filing claims, ordering debit cards, password resets, and locating statements. This position requires the ability to navigate multiple systems and screens while engaging clients and accurately entering notes. A successful candidate will be comfortable working in a fast-paced, high-volume call center environment and possess strong de-escalation skills.

Responsibilities

• Serve as a primary point of contact for consumer inquiries regarding Health Savings Accounts.
• Provide clear and accurate information on a variety of topics, including filing claims, ordering debit cards, and account management.
• Navigate multiple systems simultaneously while maintaining engagement with the client.
• Accurately type relevant notes and information into the system.
• De-escalate difficult situations and prevent client dissatisfaction with respect and poise.
• Handle confidential and sensitive client information responsibly.
• Maintain a positive attitude and be receptive to coaching and continuous improvement.

Required Skills & Qualifications

• 2 years of customer service experience.
• Proficiency in Microsoft Outlook, Word, and PowerPoint.
• Ability to work under pressure in a fast-paced, high-volume environment.
• Strong communication skills with excellent grammar and professionalism.
• Proven ability to resolve and de-escalate client concerns effectively.
• Computer literacy and the ability to navigate multiple screens/systems simultaneously.
• Self-motivated and ambitious.