Job Duties and Responsibilities
- Navigates multiple systems to create and combine documents for appointment preps
- Make outbound calls and remotely check voicemails with professionalism
- Receive inbound calls from members
- Has a predefined list of tasks that need to be completed on a daily basis
- Run predefined salesforce reports Support other well-defined tasks as needed
Required Job Qualifications
- High school diploma/GED required
- 1-2 years customer service or phone channel experience
- Ability to quickly navigate multiple systems with accuracy
- Financial service industry experience a plus
- Strong verbal and phone skills required
- Experience with business tools (e.g.Microsoft Word, Excel, Adobe and Salesforce)
- Ability to maintain integrity of sensitive/confidential information
- Keying data entry efficiently and accurately with proficiency in typing/keyboard is required. Polished phone demeanor, tone and etiquette are required
- Flexibility to work a schedule based on business needs. Schedules do not typically fluctuate; however, there are times where it may change. Has a passion to serve others. Ability to establish rapport, build relationships and loyalty with external and internal customers as well as coworkers.
Other Critical Factors
- Attention to detail
- Positive attitude and willingness to grow
- Comfortable with change
$16.77 – $22.68/hr

