Full-Time Customer Service Representative

As a Customer Service Representative (Change of Agent), you will play a crucial role in supporting our clients and enhancing their experience during their initial onboarding. In this role, you will efficiently manage the Change of Agent process.

• Efficiently manage the Change of Agent process from initial client inquiry through compliance audit, order processing, and sending the deliverables to the client, following up as necessary.
• Prepare and file change and resignation of agent documents with various Secretaries of State, both online and via PDF, as required by each jurisdiction.
• Communicate effectively with teammates regarding any hold-ups or issues in the Change of Agent process.
• Manage and track the status of ongoing projects and submitted filings.
• Conduct entity compliance audits using Secretary of State websites and other agency resources (e.g., Department of Insurance).
• Maintain filing fee and requirement reference charts; update the forms library and state web links as needed.
• Assist the manager in training new and existing employees; support other areas in the Client Services and Registered Agent Departments as needed.
• Develop, maintain, and update knowledge about the department, services, company, industry, and related departments such as sales, marketing, and accounting.
• Perform other duties as assigned.

Qualifications

• Bachelor’s degree and/or 2 years equivalent experience in customer service or legal industry.
• Intermediate level skills with MS Office; Word, Excel and Outlook are required.

Requirements

• Effective communication (verbal and written).
• Analytical critical thinking and problem-solving skills.
• Highly detail-oriented with strong organizational skills.
• Ability to work independently, in a team environment, and with minimal supervision.
• Capable of multitasking and managing multiple time-sensitive projects.
• Knowledge of general corporate procedures and/or willingness to learn.
• Skilled in gathering, organizing, analyzing, and compiling data.
• Maintains flexibility, manages time effectively.
• Shares information and knowledge to assist coworkers.
• Identify ways to increase efficiency and simplify processes.
• Maintains professionalism and a positive attitude.
• More interested in the solution than the problem.

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