Client Service Representative

SWBC Foundation

Multiple Locations, US
On-site
Relationship management
Handling complex questions
Managing support line
SWBC Foundation is seeking a Client Service Representative to provide exceptional internal and external customer service support, primarily in the financial and insurance sectors. The role involves handling complex inquiries, managing support lines, and ensuring accurate loan information processing

Job Summary

  • Provides support to the Financial Institutions by working escalated or time sensitive issues in a professional and timely manner.
  • Handles Support Line to provide training in data entry, CoTrak or other Service Center procedures to include assisting with procedures inquires and problem resolution.
  • SWBC offers a competitive overall compensation package, work/life balance, and career enhancement and growth opportunities.

Matching Summary

Match Score: 75

SWBC Foundation is seeking a Client Service Representative to provide exceptional internal and external customer service support, primarily in the financial and insurance sectors. The role involves handling complex inquiries, managing support lines, and ensuring accurate loan information processing.

Skills & Requirements

Must-have

  • relationship management
  • handling complex questions
  • managing support line
  • verifying loan information
  • customer service support

Nice-to-have

  • professional and timely manner
  • maintaining professionalism and enthusiasm

Key Requirements

  • High School Diploma or GED required
  • 1-2 years experience
  • insurance or banking environment experience
  • Working knowledge of insurance
  • Strong computer and keyboard skills

Work Rights

Not specified

Tailored Resume

Cover Letter