Customer Service Representative

Job Summary

The Customer Service Representative serves as a primary point of contact for existing clients, providing case status updates, collecting required documentation, and addressing client concerns. This role acts as a liaison between clients and internal teams while delivering exceptional customer service in a fast‑paced environment.

Key Responsibilities

• Answer inbound client calls regarding case status and general inquiries.
• Collect outstanding documents required to service client accounts.
• Act as a liaison between clients and assigned specialists.
• Resolve client concerns and elevate issues when necessary.
• Prioritize workload and manage multiple client interactions throughout the day.
• Maintain accurate notes and records in company systems.
• Deliver excellent customer service with a focus on first‑call resolution.
• Perform additional duties as assigned.

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