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Date Added: Wed 14/07/2021

Customer Service Rep

Milwaukee, WI, US
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Job Type: Permanent, FullTime

Deliver a distinctive client experience
* Successfully resolves questions inquiries from Financial Reps and clients
* Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers
* Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.
* Educates clients and Financial Representatives on our client website and self-service capabilities
* Fosters a professional relationship with our clients to enhance brand loyalty
* Exhibits skill in de-escalating servicing concerns
* Achieves productivity standards and goals while maintaining the highest level of customer service
Critical Thinking/Problem Solving
* Handles phone and transactional responsibilities while maintaining a high level of confidential and personal information appropriately
* Ability to multi-task between phone and casework/transactional duties with the high degree of accuracy and quality
* Ability to work independently and with your team to consistently identify opportunities improve work progresses
* Researches and evaluates possible solutions using available resources
* Manages casework in accordance with area service and/or productivity standards
* Adheres to strict confidentiality and privacy standards
Change Agility
* Welcomes change and embraces an environment where continuous improvement is expected from all employees
* Demonstrates a willingness to shift work priorities to meet the needs of the business and customer demand
* Identify opportunities for improvement and is an advocate for delivering viable solutions/alternatives
Digital Savvy
* Ability to perform keyboarding/computer skills accurately and efficiently
* Demonstrated ability to use computer software packages, including Word, Excel, and PowerPoint

Must haves:
Attention to detail, ability to communicate with the field and their staff, work in a fast paced environment, call center experience preferred. One to two years of experience.

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