Client Care Specialist

PenServ is currently looking for a Client Care Specialist .  The person who holds this position will handle incoming calls within a multi-line system. 

Role & Responsibilities:

• Professionally handle incoming calls from participants through a multi-line system, and ensure that routine and complex issues are resolved both promptly and thoroughly, with a customized response when necessary
• Communicate with clients by telephone or e-mail to provide information and assistance with participants' retirement plans
• Keep electronic records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken within the CRM system
• Develops and maintains an in-depth understanding of the organization and services offered

Qualifications:

• 2-Year Degree in Business-Related Curriculum or Equivalent Experience 
• Experience with multi-line phone systems
• Experience with CRM

Preferred Skills & Abilities:

• Bachelor’s Degree in Business, Communications, or related field
• Ability to communicate clearly and professionally, both verbally and in writing
  
• Strong decision making and analytical abilities
• Demonstrates accuracy and thoroughness
• Excellent interpersonal skills; displays empathy, patience and calm demeanor
• Self-motivated and eager to learn
  
• Accurate and efficient data entry skills
• Proficient in Microsoft applications, such as Excel, Outlook, and Word