Job Overview
JOB DETAILS
REQUIREMENTS
- A thoughtful professional who is excellent at communicating through channels that require both written and verbal skills.
- A sincere obsession for customers while maintaining a lean, highly productive operation.
- Passionate about creative problem solving for members and the internal team.
- A track record for creative problem-solving.
- Self-motivated, eager to learn, and thrive in a collaborative, fast-paced environment.
- Experience with technology tools, such as Zendesk, G-Suite, Confluence, etc.
- This is an hourly non-exempt role with a schedule that will vary week by week.
- This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Texas (TX), Vermont (VT)
RESPONSIBILITIES
- Provide high-quality support for Trust & Will members. Effectively resolve issues via live chat, email, and phone calls.
- Communicate thoughtfully to provide answers to questions surrounding the Trust & Will products, services and general estate planning.
- Handle member issues directly and resolve complaints.
- Drive thoughtful and effective communication both internally and externally.
- Proactively identify bugs or bad experiences encountered by members. Clearly report issues to leadership.
- Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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