Client Service Representative presso Coast Professional, Inc.

The Client Service representative is responsible for administrative duties pertaining to entering and processing new business, working with new clients to set up access to our website, , answering client questions pertaining to their existing business placed with Coast, new business submission, monitoring servicers for activity, processing mail, escalating to management any situation outside employee’s control that could adversely impact the service provided, preparing and updating reports in a timely and accurate manner while ensuring deadlines are met.

• Assist clients with  needs relating to current business placed with Coast
• Assist clients with website and/or web portal accesses
• Enter/process new business
• Monitor servicers for payments, new business, and LVC information
• Generate reports, client statements, and progress reports
• Set up clients with web access, through multiple portals.
• Take client calls and follow up on client requests
• Clerical duties
• Value and support team members and company goals
• Understand complaint investigation procedures and ensure that management is made aware of problems or issues

Information and Physical Security is the responsibility of every employee.  In your position you are required to safeguard the computer systems by following proper username and password management which includes selecting challenging passwords and committing them to memory, they should not be written down or stored where others can freely have access.  This also includes securing your desk and workstation when you are not there. This includes locking your session and putting sensitive paperwork away when not physically at your desk.  You are not to share your username or password with anyone. The physical security of our offices of are equal importance, never shadow or let someone shadow your entry into a Coast Professional, Inc. facility. If this occurs quickly report this action immediately.  You are required to follow all Information Technology policies and procedures regarding the management of your system accounts and equipment. If you witness any security violation you should immediately report it to management.

Qualifications

High school diploma or GED required

Office/clerical experience preferred

• Report preparations and techniques
• Working knowledge of modern office procedures, methods, and computer equipment
• Principles and practices of customer service
• Establish a good working relationship with team members and internal contacts in order to maintain and continuously strive to improve the level of overall service being provided

• Proficient with Microsoft Office Suite, specifically in MS Excel
• Excellent written and verbal communication skills with attention to detail
• Professional attitude, enthusiastic, and reliable
• Excellent organizational skills, time management and ability to multi-task
• Ability to handle and resolve recurring problems
• Ability to comply with rules, regulations, laws and methods as related to debt collection 
• Work independently in the absence of immediate supervision
• Professional attitude, enthusiastic, and reliable

As a federal contractor, this position requires U.S. citizenship and security clearance granting access to classified information. The background investigation is conducted by the Office of Personnel Management (OPM) and is an evaluation of the whole person to determine suitability. The suitability review begins after a conditional offer of employment has been accepted and will include a review of your employment, education, residences, references, criminal history and credit, as an example.  Some of the most important factors in an investigation are the individual’s honesty, candor, and thoroughness in the completion of their security forms. In rare instances, non-U.S. citizens with highly specialized skills and experience may also be considered for the security clearance process.

Working Conditions

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this position, the physical presence in the workplace is essential. The employee is regularly required to talk or hear. The noise level in the work environment is usually moderate. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds.

This job description reflects management’s assignment of essential job functions but is not intended to be a comprehensive list of all activities, duties and responsibilities required by the job incumbent. Nothing in the herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Coast Professional, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, protected veteran status, genetic information or any other categories protected by applicable law.