Customer Service Representative at Portfolio

Description

At Portfolio, we pride ourselves on our responsive, innovative, efficient, and sincere service standards (R.I.S.E).

** LOCAL APPLICANTS WILL BE CONSIDERED FOR INTERVIEW**
 

We are seeking dedicated professionals who are passionate about delivering exceptional service and making a difference in the customer service process.

Portfolio offers a comprehensive benefits package:

• Paid Company Holidays
• Paid Time Off, including Flex Time (40 Hours of additional Paid Time Off) and Volunteer Time.
• Health/Dental, Visions Insurance
• Life Insurance & Short-Term Disability
• Tuition Reimbursement
• Referral Bonus
• 401(k)
• Monthly Associate Breakfasts
• Reputation Management Program – Monetary Prizes for Positive Online Reviews
• Additional associate perks

If you're ready to be part of a dynamic team that values integrity and excellence, apply today and help us redefine the customer service experience! Join Our Team at Portfolio!

As a Customer Service Representative, you'll play a crucial role in protecting the interests of the administration company by following the guidelines of each contract Portfolio administers while providing knowledge to the customers and dealers.

Compensation:

• Starting range of pay: $20.00 - 21.50 per hour. Depending on experience! Comprehensive Benefits Package!

Work schedule:

• Schedule: Monday - Friday, 7:00 am - 3:30 pm CST. After training is complete (six months), the hybrid schedule will become available if the individual is in good standing.

At this time, a Customer Service Representative (Contracts Services Administrator) is needed to assist with loading and balancing all incoming contracts and payments into the administrative system in a timely manner. Assists with customer and dealer cancellations and contract inquiries. Works under immediate supervision, relying on instructions and pre-established guidelines to perform job functions.

* Local applicants will be considered as this role does require onsite work at our Farmers Branch, TX office for at least six months before working a hybrid schedule*

• Applicants must have the ability to work in a fast-paced environment.
• Applicants must be proficient in Microsoft Office programs such as Outlook, Excel, and Word.
• Applicants must be detail-oriented, accurate, and highly organized.

Essential Functions:

• Process all missing information and pending contracts by reviewing contract eligibility and standard guidelines
• Make contract corrections in the system per dealer requests
• Update notes in the system for all emails received and contract-related phone calls
• Process ACH remittances
• Answer customer questions regarding contracts and cancellations
• Provide cancellation quotes and process cancellations
• Assist dealers with navigating the Dealer Portal
• Collaborate with the rates teams when products are not consistent on incoming contracts
• Manage incoming checks daily before giving them to the accounting department
• Contact dealers/agents for contract rejections and issues
• Manages closing each week and sends out targets to the proper people
• Back up the manager when they are out
• Load and balance all contract payments into the system
• Add new users to the Dealer Portal per dealer requests
• Net approved claims on batches
• Process contract transfers and cancel/rebook
• Contact dealers/agents for contract rejections and issues
• Reply to production department emails for assistance with invoices, refunds, and general questions
• Assist with yearly audits
• Other duties as assigned

Requirements

Education and Qualification Requirements:

• High school diploma or equivalent.
• Minimum 2 years of basic administrative experience
• Ability to type 10,000 keystrokes alphanumeric with a minimum 90% accuracy.
• Proficient in Microsoft Office programs such as Outlook, Excel, and Word.
• Detail-oriented, accurate, and highly organized.
• Excellent written and verbal communication skills.
• Reliable and punctual.
• Ability to plan, organize, prioritize, and complete assignments in a timely manner.
• Ability to work both collaboratively and independently.
• Ability to manage environmental and process change in a positive manner.
• Ability to perform basic math functions, such as addition, subtraction, multiplication, and division.

Preferred Requirements:

• Ability to work in a fast-paced environment.
• Ability to communicate and work with a diverse team.

Work Environment and Physical Requirements:

• Vision acuity required to include close vision, color vision, distant vision, and the ability to adjust focus.
• Ability to grasp objects such as a telephone or computer mouse, finger dexterity to use a keyboard, calculator, and standard office equipment
• Ability to walk, stand, reach with hands and arms; stoop, kneel, crouch, and lift up to 25 pounds.
• Ability to frequently sit for long periods of time.
• Ability to hear and talk, both in person and by phone.
• Ability to spend extended hours in front of a computer screen