The Customer Experience Representative serves as the first point of contact for clients seeking assistance with the company's services. This role is responsible for managing inquiries across multiple channels, maintaining accurate client records, and ensuring a high level of client satisfaction through professional and timely support.
The ideal candidate will have strong customer service experience triaging calls of various types and on a complexity of issues with a respectful and sympathetic tone. They will be able to document client calls, forward them, and follow up with clients in a proactive manner.
Primary Responsibilities
Ensure a positive, professional, and efficient client service experience
Manage client inquiries via phone, email, chat, SMS, and social media
Handle inbound and outbound calls; log and classify calls (e.g., transfer, inquiry, follow-up)
Address client concerns and escalate complex issues to the appropriate department
Provide accurate information about services and general assistance
Proactively follow up with clients on ongoing cases or requests
Maintain and update client records and documentation
Identify potential service issues and initiate proactive solutions
Stay updated on company policies, procedures, and service trends
Recommend improvements based on client feedback
Perform administrative or support tasks during low call volume (e.g., contacting attorneys regarding cases)
Performance Expectations
Handle multiple calls when needed (typically up to 3 simultaneously)