Customer Service Representative

Application ends: October 25, 2026

Job Description

REQUIREMENTS

  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with spreadsheets for data management.
  • Experience with QuickBooks or similar accounting software for billing and financial record keeping.
  • Excellent phone communication skills coupled with proper phone etiquette.
  • Bilingual abilities are a plus to effectively serve diverse customer bases.
  • Strong organizational skills with the ability to prioritize tasks and manage time effectively.
  • Previous office or clerical experience including data entry, filing, and document proofreading.
  • Technical proficiency in computer literacy and familiarity with office management tools.
  • Customer service experience demonstrating professionalism, patience, and problem-solving abilities.
  • Knowledge of multi-line phone systems and front desk operations to ensure seamless client interactions.

RESPONSIBILITIES

  • Answer incoming calls using multi-line phone systems with professionalism and courtesy, ensuring excellent phone etiquette and clear communication.
  • Assist customers with inquiries, policy information, and claims processing, delivering top-tier customer support.
  • Manage data entry tasks accurately using productivity software such as Microsoft Office, spreadsheets, and QuickBooks.
  • Maintain organized filing systems and handle clerical duties including proofreading, document preparation, and record keeping.
  • Support office management activities by coordinating appointments, managing client communication, and handling front desk responsibilities.
  • Utilize computer skills to update client records, process payments, and perform general administrative functions efficiently.
  • Demonstrate strong organizational skills by managing multiple tasks simultaneously while maintaining high productivity levels.

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