Balance Platforms, LLC is seeking an entry-level Customer Service Representative (CSR) to support our Sales Team and act as a primary point of contact for our clients. Based in Indianapolis, IN, this role involves managing client interactions, both inbound and outbound, to ensure smooth file progression and customer satisfaction. As the first point of escalation, the CSR will address client needs, gather required documentation, and collaborate closely with Account Managers to support seamless service.
Client Support : Manage inbound client calls, answer basic questions, provide file updates, and address any concerns before escalating as necessary.
Document Collection : Make outbound calls to clients to collect documentation critical to project progression.
Sales Team Collaboration : Assist Account Managers and Sales Team by screening calls and completing essential tasks, such as obtaining client documentation and preparing checklists.
Client Contact : Act as the first point of client interaction, managing communications with professionalism and responsiveness.
Customer Service Skills : Strong communication skills, attention to detail, and the ability to manage customer interactions effectively.
Software Proficiency : Familiarity with HubSpot and Microsoft Office Suite is a plus.
Growth Potential : Interest in career development with the possibility of promotion to roles in outbound sales, account management, estimating, or supplementing.
...Attend Events / Home Shows Qualifications Sales Communication Established Book of Business Product Knowledge (interior finishes) Time Management Email/Calendar Proficiency Procurement CAD Program (we provide a 2020 license, if you prefer...
...Job Description Baer is looking for SAP Record to Report Manager for a Contract-to-Hire role located in Lawrenceville, GA Title: SAP Record to Report Manager Location: Hybrid Lawrenceville, GA (4 days/week on site and 1 day remote - local required) Duration...
...Applied Researcher II at Capital One summary: The Applied Researcher II at Capital One develops and deploys cutting-edge AI and machine learning models to enhance customer banking experiences. This role involves collaboration with cross-functional teams to design,...
...Job Description We're Hiring: Dental Insurance Coordinator/Treatment Coordinator What You'll Do: Verify dental insurance benefits and coverage prior to appointments Submit and track insurance claims efficiently and accurately Follow-up on unpaid or denied...
...BluSky Restoration wants to hire YOU as a full-time Restoration Technician. This position has a starting pay of up to $25 an hour, depending on experience!Benefits Include:Medical, Dental, and Vision Insurance401K Plan with guaranteed matchPaid Time Off and Holidays...