The Customer Service Agent is an entry-level role into the overall Customer Service group. Responsible for making payments to insurance carriers on behalf of banks for escrow payments on mortgages. These payments can be made utilizing our own software to generate a payment and then applying that payment via carrier website, automated phone system, or through phone conversations with carrier customer service. Success in this role can lead to Customer Service Representative roles with added responsibility.
Key Responsibilities:
Interface with a CRM-based software UI to update payment status
Escalate issues to team leads as soon as they are realized
Make payments via web portal
Make payments via automated payment processing phone system
Make payments via conversation with Customer Service Reps at Carriers
Keep track of workload and progress each day
Requirements & Qualifications:
High School Diploma
Minimum 1-2 years of customer service experience, preferably in call center
Pleasant, calm demeanor on the phones
Ability to speak confidently
Excellent command of the spoken English language
Growth Mindset, Problem Solver, Self-starter, Demonstrates Ethical Behavior, Strong Drive, Team Player, Supportive & Adaptable to Change,
Exudes a commitment to Personal & Professional Development