Customer Service Representative - TEMP

Overview

Position Overview We are seeking a knowledgeable and customer-focused Customer Service Representative to handle inquiries specifically related to tax and insurance matters. The role will involve responding to client questions and concerns via phone and email, providing clear explanations of tax-related documentation, insurance policies, and account details. This individual will serve as a trusted point of contact, ensuring customers feel supported and confident when navigating complex financial and insurance processes.

• Respond promptly to customer inquiries via phone and email regarding tax documentation, insurance policies, claims, and related matters.
• Provide accurate information and guidance on company procedures, compliance requirements, and customer account details.
• Assist customers in understanding forms, notices, and billing statements related to tax or insurance.
• Escalate complex or technical issues to subject matter experts while ensuring timely follow-up with the customer.
• Maintain detailed and accurate records of customer interactions in the CRM system.
• Collaborate with internal departments (e.g., servicing, accounting, compliance) to resolve issues efficiently.
• Meet or exceed performance metrics such as response time, resolution rate, and customer satisfaction.
• Stay up to date with industry regulations, company policies, and best practices.