Customer Service Representative

Farmers Branch, TX - USA

Monthly Salary: $ 20 - 21

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Full-time

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

Requirements

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

Salary Description

$20.00 - $21.00

Required Experience:

Unclear Seniority

Full-timeDescriptionAt 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 differe...