Customer Service Representative (Change of Agent) - Remote

Overview

As a Customer Service Representative (Change of Agent), you will play a crucial role in supporting our clients and enhancing their experience during their initial onboarding.

In Short

• Manage the Change of Agent process from inquiry to compliance audit.
• Prepare and file change and resignation documents with Secretaries of State.
• Communicate effectively with teammates about process issues.
• Track the status of ongoing projects and submitted filings.
• Conduct entity compliance audits using various resources.
• Maintain filing fee charts and update forms library.
• Assist in training new and existing employees.
• Develop knowledge about the department and related services.
• Perform other assigned duties as needed.

Requirements

• Bachelor’s degree or 2 years equivalent experience in customer service or legal industry.
• Intermediate skills with MS Office; Word, Excel, and Outlook.
• Effective verbal and written communication.
• Analytical critical thinking and problem-solving skills.
• Highly detail-oriented with strong organizational skills.
• Ability to work independently and in a team environment.
• Capable of multitasking in a fast-paced environment.
• Knowledge of corporate procedures and willingness to learn.
• Skilled in data organization and analysis.
• Maintains professionalism and a positive attitude.

Benefits

• Medical, Dental, & Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave