Bein "Ohana" Agency · 6 hours ago
Call Center Representative (Financial / Accounting Related Services)
Annapolis Junction, MD
Full-time
Onsite
New Grad, Entry Level
$18/hr - $21/hrBein "Ohana" Agency is seeking a Call Center Representative to join their dynamic team dedicated to providing exceptional support and service. In this role, you will handle inbound calls and emails, assisting customers with inquiries and resolving issues to ensure a positive experience.
Insurance
Responsibilities
Answer incoming calls and respond to emails in a timely and professional manner
Assist customers by providing information, resolving issues, and answering inquiries related to memberships, orders, payment processing, and various other areas of support
Maintain a high level of product and service knowledge to effectively support customers
Document all customer interactions and update records accurately in the database
Lockbox processing, payment processing and reconciliation
Providing customers with reports including financial information
Identify and escalate priority issues to the appropriate team members or departments
Follow up with customers to ensure their concerns are resolved to their satisfaction
Qualification
Required
High school diploma or equivalent; associate or bachelor's degree preferred
Experience in a call center or customer service role is ideal
Excellent verbal and written communication skills
Strong problem-solving abilities and attention to detail
Ability to handle a high volume of calls and emails with professionalism and efficiency
Proficient in using computer systems and software applications including MS Office (Outlook and Excel)
Compassionate and empathetic, with a genuine desire to help others
Ability to work independently and as part of a team
Flexible and adaptable to changing priorities and tasks
Preferred
Prior experience in a Call Center environment and excellent customer service skills and experience
Banking or financial services experience is a plus
Experience with CRM systems such as Salesforce
Financial or banking experience as this position will include payment processing, account reconciliation, lockbox and check processing and related reporting
Strong Microsoft Excel skills
Experience with Accounts Receivable Processing
Benefits
Medical, Dental, Vision, Pet and other Insurance options
Participation in a company 401k program
Paid Time off and 10 paid holidays
Company
Bein "Ohana" Agency
At Bein “Ohana'' Agency we are family and are committed to your success.
Founded in 2021Alpharetta, GA, US
11-50 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase