ICONMA, LLC
Client Services Representative III Location:
Thousand Oaks, CA/HybridDuration:
9 months with possible contract to hire/ with possible extensionDescription:
Excellent verbal and written skills Strong commitment to providing exceptional customer Service Outstanding active listening skills and the ability to engage customers to determine their unique financial needs and preferences Detail oriented Ability to multitask, possessing strong analytical, interpersonal and decision-making skills Computer literate, with expertise in Microsoft Office suite, including the ability to navigate between multiple computer appsDescription of what the worker will do on a Daily Basis (Be specific):
Worker will be responsible for taking calls through the call center and completing complex claims for the pension plan.
Call Notes:
Reason for the opening:
Workforce Increase - Project BasedYour open role and job requirements at a high level:
New grad, or 1-2 years of finance tends to be successful.
Customer service skills is a plus.
Relatively small team.
About 5-6 managers.
Serve pension plan for Prudential.
Majority of participants are in California.
Operate both inbound call center.
Help operate claims processing as well.
Anyone who works in the department will probably do both 50/50.
Computer on 1st week, learn systems, someone will sit with them and train them.
Then they will have a live training where they listed to live phone calls.
They don't have a script, but they provide general guidelines.
Typical day on the phone you could expect 50-60 calls a day.
Often working with the elderly population in regards to retirement etc.
Basic computer skills, Word, Excel, Outlook, Teams etc.
Basic troubleshooting, example your internet needs to be rebooted.
Working in a team environment, and being able to take feedback.
Bilingual is a plus, but not a requirement.
Attention to detail.
Data entry.
About the Company:
ICONMA, LLC.
Estimated Salary: $20 to $28 per hour based on qualifications.
Thousand Oaks, CA/HybridDuration:
9 months with possible contract to hire/ with possible extensionDescription:
Excellent verbal and written skills Strong commitment to providing exceptional customer Service Outstanding active listening skills and the ability to engage customers to determine their unique financial needs and preferences Detail oriented Ability to multitask, possessing strong analytical, interpersonal and decision-making skills Computer literate, with expertise in Microsoft Office suite, including the ability to navigate between multiple computer appsDescription of what the worker will do on a Daily Basis (Be specific):
Worker will be responsible for taking calls through the call center and completing complex claims for the pension plan.
Call Notes:
Reason for the opening:
Workforce Increase - Project BasedYour open role and job requirements at a high level:
New grad, or 1-2 years of finance tends to be successful.
Customer service skills is a plus.
Relatively small team.
About 5-6 managers.
Serve pension plan for Prudential.
Majority of participants are in California.
Operate both inbound call center.
Help operate claims processing as well.
Anyone who works in the department will probably do both 50/50.
Computer on 1st week, learn systems, someone will sit with them and train them.
Then they will have a live training where they listed to live phone calls.
They don't have a script, but they provide general guidelines.
Typical day on the phone you could expect 50-60 calls a day.
Often working with the elderly population in regards to retirement etc.
Basic computer skills, Word, Excel, Outlook, Teams etc.
Basic troubleshooting, example your internet needs to be rebooted.
Working in a team environment, and being able to take feedback.
Bilingual is a plus, but not a requirement.
Attention to detail.
Data entry.
About the Company:
ICONMA, LLC.
Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
