The Associate Customer Care Advisor role centers around taking phone calls from active Goodleap customers to assist them with their needs and present them with the appropriate cross-sell products Goodleap offers. At the same time, providing world-class customer service while keeping the customer’s information up to date within the company’s CRM.
Essential Job Duties & Responsibilities:
- Answering incoming calls and assisting customers with their inquiries.
- Verify and enter prospective client information into the designated CRM.
- Enter any customer escalations into the designated CRM.
- Make Outbound servicing calls to customers to offer cross sell products
Required Skills, Knowledge & Abilities:
- 1-2 years of proven customer service experience
- 1-2 years of phone sales experience preferred
- Prior experience with financial products is preferred.
- Proficiency with Microsoft Office applications
- Self-motivated and extremely goal-oriented
- Good written and verbal communication skills
- Team Player
- Professional demeanor
Compensation: $18/hr.
Additional Information Regarding Job Duties and Job Descriptions:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
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