American Trust · 7 hours ago

Participant Experience Specialist

United States

Full-time

Remote

Entry Level

$17.30/hr - $21/hr

1+ years exp

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Responsibilities

Excellent communication skills where one demonstrates the ability to anticipate the needs of the callers, builds rapport with each customer, asks probing questions and understands how to create a best-in-class client experience to resolve customer requests on first contact.

Educate customers about the services we provide for their retirement needs.

Adapt to changes in the market, industry or company policies and business conditions

Balance time effectively and efficiently to ensure the department meets expected service levels.

Meet the established goals and objectives: customer experience, first contact resolution, call quality and call handling time.

Become an internal stakeholder in the future of our organization through making suggestions and participating in the process to continually improve the way we provide customer service.

Efficiently navigate through systems/websites to maximize time to respond and resolve the service requests of customers while maintaining ownership and accountability until each request is complete, or within established turnaround times.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial industry experienceMicrosoft Office SuiteBilingual (Spanish)