Customer Service Coordinator
Insight Global
JOB DESCRIPTION
- Manage a personal daily queue of 25–35 customer cases, ensuring timely and accurate resolution.
- Handle complex customer inquiries, including:
- Billing audits
- Interim billing adjustments
- Price matching
- Financial discrepancies
- Work across thousands of customer accounts with high attention to detail.
- Utilize 40+ internal programs and systems, including Salesforce and AS400 (primary system of record).
- Collaborate with team leads and managers within a structured team environment divided by invoice specialties
-Communicate with customers primarily via email, with some phone interaction (not a call‑center environment).
- Maintain accuracy and professionalism when handling sensitive financial information.
- Prioritize workload effectively in a fast‑paced, high‑volume environment.
REQUIRED SKILLS AND EXPERIENCE
- Background in finance, business, or a related field strongly preferred.
- Experience in customer service, particularly in a finance‑driven or billing‑focused environment.
- Strong problem‑solving abilities and comfort navigating complex issues.
- Ability to work under pressure with high expectations and tight deadlines.
- Excellent written communication skills; majority of customer interaction is email‑based.
- High level of comfort working with multiple systems and learning new tools quickly.
- Strong organizational skills and the ability to manage a consistent daily caseload.
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