Customer Service Representative (Seasonal)

Customer Service Representative (CSR) – Seasonal In Office – Indianapolis, INBalance Platforms is seeking a Customer Service Representative (CSR) to serve as the primary point of contact for inbound client communication and internal task coordination.This role is centered around handling inbound phone calls, routing requests, and ensuring all communication is properly captured and directed to the appropriate team members. The CSR plays a key role in keeping workflows organized and ensuring nothing falls through the cracks.This is a seasonal, in-office role with the potential to transition into a full-time position based on performance and company needs.What You'll Be Responsible For:Answer and manage inbound client phone calls in a professional and efficient mannerTriage incoming requests and route them to the appropriate internal teams (Sales, Account Management, Production, or Admin)Create and assign tasks to ensure all client communication is documented and followed up onProvide basic file status updates when appropriate and escalate more complex requestsMake outbound calls to clients when additional follow-up is needed to support file progressionSupport the Admin team by ensuring communication gaps are minimized and follow-ups are initiated when neededPerformance Expectations:Maintain consistent responsiveness to inbound calls throughout the dayAccurately capture and route client requests with minimal errors or reworkEnsure every interaction results in a clear next step (task created, routed, or escalated)Follow established workflows and documentation standards consistentlyContribute to keeping projects moving by initiating follow-up calls when neededQualifications:Strong verbal communication skills and professionalism on the phoneHigh attention to detail and organizational abilityAbility to manage multiple conversations and tasks throughout the dayBasic computer proficiency (experience with CRM systems such as HubSpot is a plus)Prior customer service or administrative experience preferred but not required Balance Claims