Customer Care Team Lead jobs in United States
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PLS Financial Services, Inc. · 12 hours ago

Customer Care Team Lead

PLS is a leading retail provider of financial services, focused on exceptional customer care. The Customer Care Team Lead is responsible for managing escalated customer interactions, providing training to team members, and ensuring high-quality service in a dynamic environment.

Financial ServicesInsurance

Responsibilities

Ensure escalated customer inquiries are handled in a timely manner
Assist and train Customer Care Representatives with complex inquiries to promote first call resolution
Determine the cause of the customer's concern; explain the best solution to solve the concern; expedite correction or adjustment and follow-up to ensure resolution
Maintain accurate and updated records of customer interactions and transactions; record details of inquiries and actions taken
Educate customers by answering financial products and service questions and suggesting information about other products and service
Handle all interactions in accordance with PLS policies, procedures, federal guidelines and applicable laws
Identify training needs and support continuous development
Meet Quality Assurance requirements and other key performance metrics
Ensure new processes and procedures are implemented and used effectively
Process and monitor disputes by interviewing, gathering and recording customer details
Lead by example by maintaining a comprehensive knowledge of PLS products and services
Support Customer Care Supervisor by escalating employee-related concerns and serving as a backup
Other duties as assigned by management

Qualification

Contact Center experienceEscalated complaint resolutionBilingual in SpanishCustomer service skillsData entry skillsLeadership experienceComputer literacyOrganizational skillsCommunication skillsTeamworkAdaptability

Required

Previous Contact Center experience in a high volume environment
High school diploma or equivalent
Ability to communicate clearly and effectively in Spanish
Ability to work flexible hours, including evenings and holidays as required to support business initiatives
Ability to establish and maintain effective working relationships with peers, customers and management
Excellent customer service and organizational skills
Experience working in a fast-paced environment with demonstrated ability to manage multiple competing tasks, and ability to complete all work accurately and in a timely manner
Strong skills to analyze, prioritize, and/or establish a resolution for customer issues
Demonstrated ability to complete efficient data entry
Ability to readily accept and adapt to changes in work environment, priorities and regulations
Ability to work both independently and as a team member
Customer service-oriented with the ability to handle difficult situations
Excellent written and oral communication skills and phone etiquette
Ability to analyze and interpret Key Performance Indicators
Computer literacy in Microsoft Windows operating system and Microsoft Office
Must be able to sit and/or stand for long periods of time
Ability to lift 15 lbs

Preferred

Previous experience handling escalated interactions or second level complaint resolution
Prior leadership experience

Benefits

Medical/dental/vision
401k
Vacation
Opportunities for advancement
On-going training available

Company

PLS Financial Services, Inc.

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PLS is one of the largest and most recognized brands in the financial services industry.

Funding

Current Stage
Late Stage

Leadership Team

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Brandi Koltun, CPA
Senior Vice President, Chief Financial Officer
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Company data provided by crunchbase