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Customer Service Agent - Case Manager
Guardian Tax Irvine, CA
$73k-89k (estimate)
Full Time 3 Days Ago
Save

Guardian Tax is Hiring a Customer Service Agent - Case Manager Near Irvine, CA

Join Guardian Tax Today!
Are you ready to dive into the rewarding world of tax management? If you thrive in a supportive environment and love helping people navigate their tax challenges, we have the perfect opportunity for you. Join us at Guardian Tax and be a part of a team that makes a difference every day!

What Awaits You:

Imagine a role where every day is an adventure, and you become the hero helping clients with settlement offers, payment plans, and shielding them from IRS audits! As a Client Care Representative, you'll play a crucial role in ensuring a seamless experience for both our clients and your career.
  • Case Manager Extraordinaire: Be the main point of contact between clients and Tax Professionals.
  • Client Advocate: Handle a caseload of resolution and tax prep files, assisting clients with documentation and follow-ups.
  • Communication Guru: Document all client interactions and maintain regular contact via phone and email.
  • Closer: Aim for at least 15 case closures per month and maintain a minimum of 2 hours of talk time daily (3-4 hours preferred).

What We're Looking For:

  • Call Center Customer Service Experience: Background in Debt Settlement CS, Student Loan CS, Car Warranty CS, or similar fields.
  • Tech Savvy: Proficient in G Suite, Microsoft Office, and CRM systems.
  • Excellent Communicator: Exceptional written and verbal skills.
  • Time Management Maestro: Ability to juggle multiple tasks and keep things moving smoothly.
  • Positive Vibes: Enjoy a workspace filled with good music to boost productivity.
  • Experience: 6 months to 1 year as a Case Manager is a plus, but not required. No experience? No problem! We encourage you to apply.

Perks That Spark Joy:

  • Game Time: Enjoy break time with Ping Pong, pool, and foosball. We believe in working hard and playing even harder.
  • Music Magic: Let upbeat music fuel your day and keep the positive energy flowing.
  • Wellness Perks: Free gym membership to keep you in top shape, both mentally and physically.
  • Office Oasis: Our indoor/outdoor game room is the perfect escape when you need a break from saving the day.
  • Comprehensive Benefits: Dental, medical, and vision insurance, plus bonus pay.

If you're ready for a career that's both fulfilling and fun, hit apply and let's redefine what it means to work hard and play harder!

This is not a remote position - Apply now!

Job Summary

JOB TYPE

Full Time

SALARY

$73k-89k (estimate)

POST DATE

06/24/2024

EXPIRATION DATE

08/22/2024

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