Customer Service Representative

Position Summary:

LeaseTrack is looking for an experienced Customer Service Representative to assist in our growing business. The ideal candidate is fun-loving, hard-working, and loves to help people. This is a fantastic opportunity to get involved from the ground up at a rapidly growing enterprise business.

Principal Responsibilities:

* Provide a top-notch, exceptional customer service experience from beginning to end.
* First-call resolution: properly address the client’s need the first time they call and eliminate the need for a callback.
* The ability to learn appropriate firm software systems.
* Create, send, and edit new insurance applications for clients.
* Address clients’ questions about their insurance requirements, and instruct them on how to fix their insurance documents if necessary.
* Meet and exceed Key Performance Indicators (KPIs) and service level agreements (SLAs) in daily work.
* Collaborate with other teams to ensure first-call resolution and a seamless client experience.
* Schedule follow-ups on outstanding requirements for clients.

Education, Experience, Skills and Abilities Requirements:

* 3 years’ experience in a call center setting
* Strong written and verbal communication skills
* Strong interpersonal skills
* Creative problem-solving approach and strong analytical skills
* Background in financial services or insurance a plus
* Fluency in Spanish a plus

Special Working Conditions:

Fast paced, multi-tasking environment.

Important Notice:

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the Firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.