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.
...Description & Requirements Maximus is currently hiring for an o nsite Call Center Manager position in Jefferson City, MO. The Call Center Manager will be responsible for overseeing daily operations and ensuring that project Service Level Agreements (SLAs) are...
...Building Partners family, is seeking an experienced Field Service Mechanic to join our Dallas team. This role is ideal for a skilled technician who enjoys working independently in the field, troubleshooting equipment, and delivering excellent customer service. What You...
...Join to apply for the Marketing Coordinator role at QuickVisit Urgent Care Job Summary QuickVisit Urgent Care is seeking a contract... ...internal and external materials, coordinating/attending community events, evaluating marketing campaigns, and motivating the team....
...quickly to generate ideas and know how to decide which things can ship now and what things need time Focus. Were a high-growth startup with a busy, remote team. You know how and when to engage or be heads down Collaboration. You know how to inspire, play, and negotiate...
...Executive Assistant (Remote) House Buyers of America is looking for an Executive Assistant. The Executive Assistant will be responsible for supporting our fast paced, growth-oriented CEO. This position requires a minimum of 3 years of experience supporting executives...