Client Services Representative - Remote

Overview

The Client Services Representative will support the Sales and Operations teams by entering new case assignments and communicating with clients, offering significant growth potential within the company.

In Short

• Accurately enter incoming client cases received via email and/or phone.
• Ensure the accuracy of direct entry cases from clients.
• Enhance client results by cross-selling and converting client case orders.
• Build and maintain strong relationships with clients.
• Collaborate with the Client Services Team Lead to identify workflow efficiencies.
• Update and maintain client contact information in Evestigate/Sightline.
• Make outbound calls to verify information and case objectives.
• Maintain the customer database and follow up on cases as needed.
• Occasionally identify and resolve client concerns.
• Assist in communicating promotional/incentive programs.

Requirements

• Bachelor's degree preferred but not required.
• Minimum of 1-3 years of experience in an office/business setting.
• Strong verbal and written communication skills.
• Excellent interpersonal skills with the ability to persuade and influence others.
• Proficiency in making outbound sales calls to prospects and clients.
• Detail-oriented with the ability to quickly analyze and communicate options.
• Team player with the ability to work in a rapid workflow-driven environment.
• Accurate typing skills.
• Proficient in MS Office Suite (Word, Excel, Outlook).

Benefits

• Full-time employment.
• Opportunity for career growth.
• Dynamic team environment.
• Engagement in innovative practices.