Work with each contact to establish rapport with and gain the confidence of the caller.
Deliver excellent customer service and strive to exceed customer expectations.
Partner with the internal business area and Internal Service Center teams for technical matters and client issue resolution, escalating issues through appropriate methods.
Document details of client interaction into the system while on the phone.
Follow security processes and procedures at all times when handling calls due to the visibility of personal data
What experience you need:
High School diploma or GED.
6 months' minimum experience in a job capturing details while engaging with customers or callers. Example: mortgage industry, tax preparation services, insurance claims.
6 months' minimum experience with email and be able to navigate with common desktop software