Associate Customer Operations Representative

Skills
CsrsComplex TransactionsFinancial TransactionsFraud InvestigationsHiring PracticesIdentity VerificationRecruiting
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • High school diploma or equivalent work experience
  • College degree a plus
  • 1-3 years of relevant experience
  • Basic understanding of computer applications
  • Data entry proficiency
  • Working knowledge of processes and procedures for In-force Back Office
  • Ability to navigate multiple administrative systems
  • Strong telephone support and customer service skills

Nice to have

  • Detail-oriented
  • Accurate
  • Urgent
  • Professional
  • Adaptable
  • Collaborative

Day to day

  • Provide inbound and outbound telephone support to customers and agents across service and technical queues
  • Handle written and verbal requests while resolving inquiries about pending applications in-force transactions policy questions and service issues
  • Document detailed concise notes process progressively complex transactions and help maintain department SLAs with urgency and accuracy

Hiring process

  • Online application
  • Internet speed test
  • Initial phone screen
  • Video interviews
  • Identity verification