Customer Service Representative in Birmingham, AL

  • Title: Customer Service Representative
  • Code: RCI-4724
  • RequirementID: 122726
  • Location: Birmingham, AL 35205
  • Posted Date: 11/14/2024
  • Duration: 2 Months
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  Job Description

Position: Customer Service Representative

Location: Central Alabama, Birmingham Campus (On-site only)

Hours: Monday through Friday, 8:30 am - 5:00 pm (No work-from-home days

 

Key Responsibilities:

  • Serve internal and external customers with a focus on quality and professionalism.
  • Utilize CRM software (internal) and track various client-related tasks. (Will be trained on CRM system)
  • Manage and organize electronic correspondence, holiday/birthday notifications, and other time-sensitive messages.
  • Act as a professional, polished front-desk representative, handling in-person interactions and calls.
  • Multitask in a fast-paced, customer-centric environment, prioritizing tasks and managing time efficiently.

 

Required Skills:

  • Microsoft Office: Basic proficiency in Outlook and Teams; familiarity with Access, Bookings, and Planner is helpful for future planning.
  • Excel is a plus 
  • Technical Skills: Experience with multi-line phone systems is a bonus=

 

 Candidate Preferences:

  • Experience: REQUIRED: Minimum 1 year of in-office, client-facing experience.
  • Ideal candidates have previously worked in customer service within an office setting rather than roles, call centers, or retail “customer service” positions.
  • Industry Experience: Insurance industry experience is not required; open to candidates from various sectors, as long as they meet the customer service expectations.
  • Background: Must pass a background check and be fingerprinted through Fieldprint, as per financial services compliance.

 

Deal Breakers:

  • Inconsistent Professional Background: Candidates should show a steady history in customer service-related roles.

 

Soft Skills & Cultural Fit:

  • Mindset: Growth-oriented, professional, and open to asking questions and continuous learning.
  • Communication: Clear, polite, and professional verbal and written skills.
  • Dress Code: Business casual (no jeans or sneakers, except on occasional Fridays).
  • Candidates should be comfortable in a corporate setting around formally dressed professionals.

 

Additional Notes:

  • Team Environment: The candidate will join a team of seven at the Birmingham campus, with related teams in Montgomery.
  • Busy Season: The last 10 business days of December are high volume, with no vacation or personal days permitted except for Christmas Day.
  • Day-to-Day Pace: The role demands adaptability, multitasking, and handling various customer service responsibilities at a fast tempo.

 



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