Customer Service Representative (Change of Agent) - Remote

Overview

The Customer Service Representative (Change of Agent) will support clients during their onboarding process, managing inquiries and operational tasks to enhance customer experience.

In Short

• Manage the Change of Agent process from client inquiry to compliance audit.
• Prepare and file agent documents with Secretaries of State.
• Communicate effectively with teammates about process issues.
• Conduct compliance audits using state websites.
• Assist in training new and existing employees.
• Maintain filing fee charts and update forms library.
• Work independently and in a team environment.
• Identify ways to increase efficiency in processes.
• Demonstrate professionalism and a positive attitude.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree or 2 years equivalent experience in customer service or legal industry.
• Intermediate skills in MS Office (Word, Excel, Outlook).
• Effective verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Detail-oriented with strong organizational skills.
• Ability to multitask and manage time-sensitive projects.
• Knowledge of corporate procedures or willingness to learn.
• Capable of working with minimal supervision.
• Maintains professionalism and punctuality.
• Willing to share knowledge and assist coworkers.

Benefits

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