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Part Time - Transfer Agent

FMS Inc.
Tulsa, OK Part Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 4/9/2025

Job Description

Job Description

JOB TITLE : P / T Transfer Agent

EMPLOYER : FMS Inc.

DEPARTMENT : Collections

REPORTS TO : Collections Manager

JOB SUMMARY :

A Transfer Agent plays a crucial role in customer service and support by efficiently managing outgoing calls. This position requires excellent communication skills, a strong customer service orientation, and the ability to handle multiple tasks simultaneously. The main objective of a Transfer Agent is to ensure that callers are directed to the appropriate department or individual with minimal wait time and maximum efficiency.

JOB DUTIES AND RESPONSIBILITIES :

  • Call Handling : Answer incoming calls promptly and professionally. Assess the needs of the caller and transfer them to the appropriate department or individual. Make outbound calls to customers and verify their identity using the first and last name.
  • Customer Service : Provide excellent customer service by addressing inquiries, resolving issues, and ensuring a positive caller experience.
  • Information Collection : Gather necessary information from callers to facilitate a smooth transfer process.
  • System Navigation : Use phone system and software tools effectively to manage and transfer calls.
  • Documentation : Maintain accurate records of calls and transfers for reporting and quality assurance purposes.
  • Problem Resolution : Handle caller complaints or issues with patience and professionalism, escalating to supervisors when necessary.
  • Continuous Improvement : Participate in training sessions and feedback loops to improve call handling techniques and customer service skills.

JOB REQUIREMENTS :

Education and Experience

  • High school enrollment, diploma or equivalent required.
  • Previous experience in a customer service environment is highly desirable.
  • Skills and Abilities

  • Communication : Strong verbal communication skills with a clear, professional speaking voice.
  • Customer Service : Exceptional customer service skills and a friendly, positive attitude.
  • Problem-Solving : Ability to think quickly and resolve issues efficiently.
  • Multitasking : Capable of handling multiple calls and tasks simultaneously without losing focus.
  • Technical Proficiency : Familiarity with phone systems and basic computer applications.
  • Attention to Detail : Accurate data entry and record-keeping abilities.
  • WORKING CONDITIONS :

    Transfer Agents typically work in a call center environment, which can be fast-paced and require long periods of sitting.

    PERFORMANCE METRICS :

    Transfer Agents are often evaluated based on several key performance indicators (KPIs), including :

  • Call Handling Time : The average time taken to handle and transfer a call.
  • First Call Resolution : The percentage of calls resolved without the need for follow-up or further transfers.
  • Customer Satisfaction : Feedback and ratings from callers regarding their experience.
  • Accuracy : The accuracy of information collected and entered during call handling.
  • CAREER ADVANCEMENT :

    A career as a Transfer Agent can open doors to various opportunities within the customer service and support fields. With experience and demonstrated skills, agents may advance to supervisory or managerial positions, or specialize in areas such as technical support, training, or quality assurance.

    CONCLUSION :

    The role of a Transfer Agent is vital in ensuring a seamless and positive experience for callers. This position requires a blend of communication skills, customer service expertise, and technical proficiency. For those who excel in this role, it offers a pathway to a rewarding career in customer support and service.

    Monday - Friday

    4 : 00pm-7 : 00pm

    Other shifts available.

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