Customer Service Representative - Onsite

Client Service Representative

This role serves consumers with Health Savings Accounts offered through employer-sponsored benefit plans. The ideal candidate will provide clear information and guide clients through various inquiries, including filing claims, ordering debit cards, password resets, and locating statements. This position requires the ability to navigate multiple systems and screens while engaging clients and accurately entering notes. A successful candidate will be comfortable working in a fast-paced, high-volume call center environment and possess strong de-escalation skills.

Responsibilities:

• Serve as a primary point of contact for consumer inquiries regarding Health Savings Accounts.
• Provide clear and accurate information on a variety of topics, including filing claims, ordering debit cards, and account management.
• Navigate multiple systems simultaneously while maintaining engagement with the client.
• Accurately type relevant notes and information into the system.
• De-escalate difficult situations and prevent client dissatisfaction with respect and poise.
• Handle confidential and sensitive client information responsibly.
• Maintain a positive attitude and be receptive to coaching and continuous improvement.

Required Skills & Qualifications:

• 2 years of customer service experience.
• Proficiency in Microsoft Outlook, Word, and PowerPoint.
• Ability to work under pressure in a fast-paced, high-volume environment.
• Strong communication skills with excellent grammar and professionalism.
• Proven ability to resolve and de-escalate client concerns effectively.
• Computer literacy and the ability to navigate multiple screens/systems simultaneously.
• Self-motivated and ambitious.