The Customer Service Representative serves as the primary contact of our organization to serve member requests related to their daily needs. Depending on level of responsibility, performs a wide variety of duties related to all phases of products, services and policies as embodied by the company. These are done in accordance with company procedures.
RESPONSIBILITIES
Adheres to all policies and procedures.
Executes negotiation procedures to ensure invoices are processed for payment.
Performs inquiries and generates statements for members to assist with information questions.
Demonstrates a helpful, polite, friendly attitude along with providing exceptional member service.
Educates members on products, services, fees, and policies of the company.
Always maintains the integrity of our confidentiality policy including maintaining a neat work area so confidential information is not compromised.
Works with others in their department to maintain, organize and revise member information.
Properly enter information into the computer program(s) regarding transactions, holds, statements, order requests and other related transactions.
Maintain an expansive, up-to-date knowledge of products, services, fees, and regulations to assist members and co-workers accurately and efficiently.
REQUIREMENTS
Excellent communications skills and proven effectiveness when working with members and staff.
Work in a courteous, respectful, and efficient manner.
Proficient operation of a variety of general office equipment such as PC, software applications, typewriter, copier, calculator, telephone, copy machine, fax machine and other similar devices or programs related to the position.
Ability to present ideas, report facts and other information clearly and concisely.
Comprehend consequences of various situations and refer them to the appropriate staff for resolution.
Manage personal workflow, process transactions correctly and meet deadlines by being organized, detailed and task oriented.
Ability to meet attendance standards and work overtime hours as requested and approved.
Ability to count, add, subtract, multiply and divide accurately along with any other mathematical necessity.
Ability to understand and follow safety/security practices.