Customer Service Representative (Seasonal)

balanceclaims; Indianapolis (IN); On-site; USD 19,286 - 24,796; Part time

Job summary

Balance Platforms, LLC is seeking a Customer Service Representative (CSR) for a seasonal, in-office role in Indianapolis, IN. You will handle inbound client calls, route requests to the right teams, and keep communications documented to support workflow progress.

This position offers a potential move to full-time based on performance and company needs; the role emphasizes strong communication, organization, and CRM familiarity to help keep projects moving.

Qualifications

• Strong verbal communication skills and professionalism on the phone.
• High attention to detail and organizational ability.
• Ability to manage multiple conversations and tasks throughout the day.
• Basic computer proficiency; experience with CRM systems such as HubSpot is a plus.
• Prior customer service or administrative experience preferred but not required.

Responsibilities

• Answer and manage inbound client phone calls in a professional and efficient manner.
• Triage incoming requests and route them to the appropriate internal teams (Sales, Account Management, Production, or Admin).
• Create and assign tasks to ensure all client communication is documented and followed up on.
• Provide basic file status updates when appropriate and elevate more complex requests.
• Make outbound calls to clients when additional follow-up is needed to support file progression.
• Support the Admin team by ensuring communication gaps are minimized and follow-ups are initiated when needed.

Skills

Verbal communication

Attention to detail

Organization

Multi-tasking

CRM proficiency

Tools

HubSpot CRM

Job description

About Balance Platforms, LLC

Balance Platforms, LLC (https://balanceclaims.com) provides full-service claims administration, estimating, and advisory services for contractors in the insurance restoration industry. We integrate into our clients’ workflows to help manage construction job files efficiently so they can focus on selling, building, and billing.

Customer Service Representative (CSR) – Seasonal - In Office – Indianapolis, IN

Balance Platforms is seeking a Customer Service Representative (CSR) to serve as the primary point of contact for inbound client communication and internal task coordination.

This role is centered around handling inbound phone calls, routing requests, and ensuring all communication is properly captured and directed to the appropriate team members. The CSR plays a key role in keeping workflows organized and ensuring nothing falls through the cracks.

This is a seasonal, in-office role with the potential to transition into a full-time position based on performance and company needs.

What You’ll Be Responsible For

• Answer and manage inbound client phone calls in a professional and efficient manner
• Triage incoming requests and route them to the appropriate internal teams (Sales, Account Management, Production, or Admin)
• Create and assign tasks to ensure all client communication is documented and followed up on
• Provide basic file status updates when appropriate and elevate more complex requests
• Make outbound calls to clients when additional follow-up is needed to support file progression
• Support the Admin team by ensuring communication gaps are minimized and follow-ups are initiated when needed

Performance Expectations

• Maintain consistent responsiveness to inbound calls throughout the day
• Accurately capture and route client requests with minimal errors or rework
• Ensure every interaction results in a clear next step (task created, routed, or escalated)
• Follow established workflows and documentation standards consistently
• Contribute to keeping projects moving by initiating follow-up calls when needed

Qualifications

• Strong verbal communication skills and professionalism on the phone
• High attention to detail and organizational ability
• Ability to manage multiple conversations and tasks throughout the day
• Basic computer proficiency (experience with CRM systems such as HubSpot is a plus)
• Prior customer service or administrative experience preferred but not required