Customer Service Rep.


Call Center and Customer Service

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Branch Information

Kenosha, WI - (USA) 7519 60th Avenue Suite 120 WI Kenosha , WI 53142 Phone : 262-694-2759



Job Description

Deliver a distinctive client experience

* Successfully resolves questions inquiries from Financial Reps and clients

* Takes of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers

* Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.

* Educates clients and Financial Representatives on our client website and self-service capabilities

* Fosters a professional relationship with our clients to enhance brand loyalty

* Exhibits skill in de-escalating servicing concerns

* Achieves productivity standards and goals while maintaining the highest level of customer service

Critical Thinking/Problem Solving

* Handles phone and transactional responsibilities while maintaining a high level of confidential and personal information appropriately

* Ability to multi-task between phone and casework/transactional duties with the high degree of accuracy and quality

* Ability to work independently and with your team to consistently identify opportunities improve work progresses

* Researches and evaluates possible solutions using available resources

* Manages casework in accordance with area service and/or productivity standards

* Adheres to strict confidentiality and privacy standards

Change Agility

* Welcomes change and embraces an environment where continuous improvement is expected from all employees

* Demonstrates a willingness to shift work priorities to meet the needs of the business and customer demand

* Identify opportunities for improvement and is an advocate for delivering viable solutions/alternatives

Digital Savvy

* Ability to perform keyboarding/computer skills accurately and efficiently

* Demonstrated ability to use computer software packages, including Word, Excel, and PowerPoint