Customer Service Rep / Account Manager

Job Description

Job Description

CUSTOMER SERVICE REPRESENTATIVE (full-time on site, Monday through Friday)

Company Overview:

At State Financial we understand the challenges of managing business debt and how overwhelming it can be.  We are here to alleviate that burden by delivering solutions that help business owners increase their cash flow and reclaim control of their payments — regardless of business size or industry.

Job Summary:

As an account manager, you will play a pivotal role in providing exceptional support to our clients throughout their debt restructuring journey. This role will involve welcoming new clients, providing guidance on program expectations, and ensuring accurate and up-to-date account information. This is an exciting opportunity to work closely with clients, build strong relationships, and contribute to their financial success.

Responsibilities:

• Welcome new clients to the program and provide a comprehensive overview of the process and expectations of their debt-restructuring journey. This includes completing a scripted introductory phone call.
• Handle new and established accounts. Each representative manages approximately 100 accounts.
• Complete weekly check-in calls with seasoned accounts and build strong rapport ensuring their needs are met and concerns are addressed promptly.
• Serve as the main point of contact with clients, and the liaison between clients and the law firm on retainer. This includes engaging with paralegals and negotiators as needed.
• Upload client calls and keep detailed, chronological notes following each interaction. File integrity is crucial, so organizational skills are a must.
• Utilize LeadTrac (CRM) to complete various tasks, including but not limited to: conducting weekly follow-up calls with clients, updating banking and payment information, adding tasks for the legal team.
• Communicate effectively with clients to understand their specific financial situations, gathering necessary information to initiate the debt restructuring process. You must be empathetic to their financial position.
• Keep clients informed about the progress of their debt restructuring, answering inquiries, and addressing concerns promptly and professionally.
• Comprehend and accurately follow each department procedure for various situations.

Requirements :

• High school diploma or equivalent; college degree preferred
• Previous experience in customer service or client-facing roles
• Excellent communication skills, both verbal and written
• Problem solving skills are a bonus

As a leading business debt relief company, we offer business owners the best strategies possible to bring fast and confidential business debt relief. Our experts provide free initial review and advice so that business owners can reduce monthly payments by up to 80% while keeping their money and business safe.

Company Description

As a leading business debt relief company, we offer business owners the best strategies possible to bring fast and confidential business debt relief. Our experts provide free initial review and advice so that business owners can reduce monthly payments by up to 80% while keeping their money and business safe.