JOB SUMMARY: The Customer Service Representative supports students, members, non-members and staff by responding to inquiries, processing orders, payments, and maintaining contact records in the customer database. Responds to phone, email and live chat inquiries in a timely manner to deliver excellent customer satisfaction.
Answer routine to complex questions from members, non-members and students via phone, email and live chat
Work in the Personify database updating records, processing orders and applying payments
Create financial batches, process payments, and refund requests within policy guidelines
Understand financial transactions on member records in order to facilitate a response to inquiries
Maintain group email boxes; individual and customer service
Support various team projects, i.e., mailings, data entry, special projects as requested.
EDUCATION AND EXPERIENCE REQUIRED (an equivalent amount of training, education and experience will considered)
Requires a High School diploma or GED. Associates Degree in business or related field preferred
Requires a minimum of one year experience in a customer service/data entry environment
KNOWLEDGE, SKILLS AND ABILITIES
Excellent communication skills, including verbal listening and written
Willingness to work in a team environment
Aptitude to work on multiple projects and meet deadlines
Ability to communicate effectively with people and other departments
Knowledge of policy and ability to apply that to unique situations
Call center environment (i.e. noise, general activity)
Flexible schedule to allow for phone support
About Society of Actuaries
Join our growing professional membership and credentialing association and put your talents to work. We have over 30,000 members in the actuarial profession throughout the world who work in the areas of consulting, insurance, finance, healthcare and business. Our staff of 150 strives to provide the highest level of service to our members in everything we do from education, to credentialing exams to research and communication. We are located in Schaumburg, across from The Streets of Woodfield, conveniently adjacent to I-90, 355 and 290. Our office is accessible on public transportation from Chicago, via the blue line and Pace Bus. Our benefits include BCBS Health Insurance, Dental, Vision, a generous retirement contribution, work-out facility in the building, health club reimbursement, opportunities for professional development including tuition reimbursement and internal and external training opportunities.