What are the responsibilities and job description for the CSR - Customer Service Representative position at Insurance Planning, Inc.?
We are looking for a customer-oriented service representative. A customer service representative, or CSR, will act as a liaison, provide product/services information and resolve any problems that our customer accounts might face with accuracy and efficiency. The best CSRs are genuinely excited to help customers. They’re patient, empathetic, and passionately communicative. Customer service representatives can put themselves in their customers’ shoes and advocate for them when necessary. Problem-solving comes naturally to CSRs. They are confident at troubleshooting The goal is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction.
Responsibilities
- Manage incoming calls and other communications
- Identify and assess customers’ needs to achieve satisfaction
- Build relationships and trust with customer accounts through open and interactive communication
- Provide accurate, valid and complete information by using the right methods/tools
- Handle customer questions, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
- Keep records of customer interactions, process customer accounts and file documents
- Follow communication procedures, guidelines and policies
- Take the extra mile to engage customers
Skills
- Proven customer support experience or experience as a client service representative
- Strong commications and phone contact handling skills and active listening
- Customer orientation and ability to adapt/respond to different types of characters
- Excellent communication and presentation skills
- Ability to multi-task, prioritize, and manage time effectively
- High school degree, College degree preferred
Job Type: Permanent
Pay: $35,000.00 - $47,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Tuition reimbursement
Supplemental pay types:
- Bonus opportunities
- Commission pay
Weekly day range:
- Monday to Friday
Work setting:
- In-person
- Office
Education:
- Associate (Preferred)
Experience:
- Customer service: 3 years (Preferred)
Work Location: In person
Salary : $35,000 - $47,000