Newtown Square - Customer Service Specialist

We are offering a permanent employment opportunity for a Customer Service Specialist in Newtown Square, Pennsylvania. In this role, you will manage customer databases, resolve customer inquiries, and ensure accurate data entry. This position involves remote work with occasional on-site meetings and training.

Responsibilities:

• Accurate and efficient processing of customer credit applications
• Maintenance of precise customer credit records
• Resolution of customer inquiries in a detail oriented and timely manner
• Regular monitoring of customer accounts and prompt action when necessary
• Supporting Producers during the sales process to enhance sales generation
• Management of client databases and CRM application, assisting producers to increase efficiency
• Identification and correction of errors within the CRM system
• Collaborating with data analysts for effective data entry into the CRM system
• Utilization of Microsoft Excel for data formatting and sorting
• Handling inbound and outbound calls, email correspondence, and scheduling appointments. • A minimum of 2 years of experience in a customer service role is required.
• Proficiency in answering inbound calls and handling both inbound and outbound calls is expected.
• The candidate should have excellent customer service skills.
• Experience with data entry tasks is necessary.
• The ability to manage email correspondence efficiently and professionally is a must.
• Knowledge and experience in using Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, and Microsoft Word are required.
• The candidate should be capable of scheduling appointments effectively.