What are the responsibilities and job description for the Customer Service Administrator position at BBSI?
Responsibilities include, but are not limited to :
- Office Administration
- Accounting Administration
o Daily ValuSource order entry
o Daily TL Transaction Review | Events, Subscriptions & eStore
o Expired, canceled, non-payment for membership, subscriptions, databases
o Back-up : Credit, transfer, refund
o Primary : CPE On Demand and Ultimate Training Pass code creation
o Review / Approve Surgent Bill for payment (pending)
o Credit Card | Recurring Payment Processing :
o Declined Credit Card | Recurring Payment Processing
o Primary : New records review
o Primary : Manage duplicate records
o Back-up : Completed recertification digital certificate issuance
o Back-up : Managing credential and membership status changes
o Address updates and name changes
o State Chapter coordination
Relationship management with State Chapter leaders
Coordinate event scheduling and creation of events in TL
Co-host virtual state chapter events
Initiate CPE issuance
Reconcile revenue and initiate payment of State Chapter royalties
o Password management for member / client accounts
o Under 60 days past due dues processing (but need to figure out the logistics with MCS campaigns) - confirm with Parnell
o Primary : Managing intake, triage and responding to email address
CPE and Event Administration
o to assist with customer-facing issues, as back-up for the education team
Requirements
The individual in this position must possess a strong confidence in technology along with a good administrative background for maintaining the overall functions of an office. This position requires
effective project management skills and an entrepreneurial spirit. It will be necessary for this individual to work effectively in a collaborative, team environment, and with outside consultants / contractors.
Qualifications
