Customer Service Representative
Customer Service Representative
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$ 20 - 21
1 Vacancy
Job Description
At Portfolio we pride ourselves on our responsive innovative efficient and sincere service standards (R.I.S.E).
** LOCAL APPLICANTS WILL BE CONSIDERED FOR INTERVIEW**
We are seeking dedicated professionals who are passionate about delivering exceptional service and making a difference in the customer service process.
Portfolio offers a comprehensive benefits package:
- Paid Company Holidays
- Paid Time Off including Flex Time (40 Hours of additional Paid Time Off) and Volunteer Time.
- Health/Dental Visions Insurance
- Life Insurance & Short-Term Disability
- Tuition Reimbursement
- Referral Bonus
- 401(k)
- Monthly Associate Breakfasts
- Reputation Management Program Monetary Prizes for Positive Online Reviews
- Additional associate perks
If youre ready to be part of a dynamic team that values integrity and excellence apply today and help us redefine the customer service experience! Join Our Team at Portfolio!
As a Customer Service Representative youll play a crucial role in protecting the interests of the administration company by following the guidelines of each contract Portfolio administers while providing knowledge to the customers and dealers.
Compensation:
- Starting range of pay: $20.00 - 21.50 per hour. Depending on experience! Comprehensive Benefits Package!
Work schedule:
- Schedule: Monday - Friday 7:00 am - 3:30 pm CST. After training is complete (six months) the hybrid schedule will become available if the individual is in good standing.
At this time a Customer Service Representative (Contracts Services Administrator) is needed to assist with loading and balancing all incoming contracts and payments into the administrative system in a timely manner. Assists with customer and dealer cancellations and contract inquiries. Works under immediate supervision relying on instructions and pre-established guidelines to perform job functions.
* Local applicants will be considered as this role does require onsite work at our Farmers Branch TX office for at least six months before working a hybrid schedule*
- Applicants must have the ability to work in a fast-paced environment.
- Applicants must be proficient in Microsoft Office programs such as Outlook Excel and Word.
- Applicants must be detail-oriented accurate and highly organized.
Essential Functions:
- Process all missing information and pending contracts by reviewing contract eligibility and standard guidelines
- Make contract corrections in the system per dealer requests
- Update notes in the system for all emails received and contract-related phone calls
- Process ACH remittances
- Answer customer questions regarding contracts and cancellations
- Provide cancellation quotes and process cancellations
- Assist dealers with navigating the Dealer Portal
- Collaborate with the rates teams when products are not consistent on incoming contracts
- Manage incoming checks daily before giving them to the accounting department
- Contact dealers/agents for contract rejections and issues
- Manages closing each week and sends out targets to the proper people
- Back up the manager when they are out
- Load and balance all contract payments into the system
- Add new users to the Dealer Portal per dealer requests
- Net approved claims on batches
- Process contract transfers and cancel/rebook
- Contact dealers/agents for contract rejections and issues
- Reply to production department emails for assistance with invoices refunds and general questions
- Assist with yearly audits
- Other duties as assigned
Education and Qualification Requirements:
- High school diploma or equivalent.
- Minimum 2 years of basic administrative experience
- Ability to type 10000 keystrokes alphanumeric with a minimum 90% accuracy.
- Proficient in Microsoft Office programs such as Outlook Excel and Word.
- Detail-oriented accurate and highly organized.
- Excellent written and verbal communication skills.
- Reliable and punctual.
- Ability to plan organize prioritize and complete assignments in a timely manner.
- Ability to work both collaboratively and independently.
- Ability to manage environmental and process change in a positive manner.
- Ability to perform basic math functions such as addition subtraction multiplication and division.
Preferred Requirements:
- Ability to work in a fast-paced environment.
- Ability to communicate and work with a diverse team.
Work Environment and Physical Requirements:
- Vision acuity required to include close vision color vision distant vision and the ability to adjust focus.
- Ability to grasp objects such as a telephone or computer mouse finger dexterity to use a keyboard calculator and standard office equipment
- Ability to walk stand reach with hands and arms; stoop kneel crouch and lift up to 25 pounds.
- Ability to frequently sit for long periods of time.
- Ability to hear and talk both in person and by phone.
- Ability to spend extended hours in front of a computer screen
Required Experience:
Unclear Seniority
Employment Type
Full-Time
