Experienced Customer Service Representative – Change of Agent Process Management
At careerzynith, we're dedicated to providing exceptional customer experiences that exceed our clients' expectations. As a Customer Service Representative, you'll play a vital role in supporting our clients and enhancing their experience during their initial onboarding. If you're passionate about delivering top-notch customer service, have a knack for problem-solving, and thrive in a fast-paced environment, we want to hear from you!
**About careerzynith**
careerzynith is a leading provider of innovative solutions and services that empower businesses to succeed. Our team of experts is committed to delivering exceptional customer experiences, and we're looking for talented individuals like you to join our ranks. As a Customer Service Representative, you'll be part of a dynamic team that's passionate about making a difference in the lives of our clients.
**Key Responsibilities**
As a Customer Service Representative, you'll be responsible for managing the Change of Agent process from initial client inquiry through compliance audit, order processing, and sending deliverables to the client. Your duties will include:
* Efficiently managing the Change of Agent process from initial client inquiry through compliance audit, order processing, and sending deliverables to the client, following up as necessary.
* Preparing and filing change and resignation of agent documents with various Secretaries of State, both online and via PDF, as required by each jurisdiction.
* Communicating effectively with teammates regarding any hold-ups or issues in the Change of Agent process.
* Managing and tracking the status of ongoing projects and submitted filings.
* Conducting entity compliance audits using Secretary of State websites and other agency resources (e.g., Department of Insurance).
* Maintaining filing fee and requirement reference charts; updating the forms library and state web links as needed.
* Assisting the manager in training new and existing employees; supporting other areas in the Client Services and Registered Agent Departments as needed.
* Developing, maintaining, and updating knowledge about the department, services, company, industry, and related departments such as sales, marketing, and accounting.
* Performing other duties as assigned.
**Qualifications**
To be successful in this role, you'll need:
* A Bachelor's degree and/or 2 years equivalent experience in customer service or the legal industry.
* Intermediate level skills with MS Office; Word, Excel, and Outlook are required.
**Requirements**
We're looking for a candidate who possesses:
* Effective communication (verbal and written) skills, with the ability to keep open and respectful lines of communication and treat others with respect and dignity.
* 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 in a fast-paced, high-energy environment.
* Knowledge of general corporate procedures and/or willingness to learn.
* Skilled in gathering, organizing, analyzing, and compiling data.
* Maintains flexibility, manages time effectively, and demonstrates consistent attendance and punctuality.
* Shares information and knowledge to assist coworkers; develops relationships with clients and manages expectations.
* Identifies ways to increase efficiency and simplify processes.
* Makes responsible financial decisions for the company and clients.
* Maintains professionalism, a positive attitude, and a professional demeanor and appearance.
* More interested in the solution than the problem.
**Benefits**
As a valued member of our team, you'll enjoy:
* Medical, Dental, & Vision Plans
* 401(k)
* FSA/HSA
* Commuter Benefits
* Tuition Assistance Plan
* Vacation and Sick Time
* Paid Parental Leave
**Why Join careerzynith?**
At careerzynith, we're committed to creating a work environment that's inclusive, supportive, and empowering. We believe in fostering a culture of innovation, creativity, and collaboration, where our employees can grow and thrive. If you're passionate about delivering exceptional customer service and making a difference in the lives of our clients, we want to hear from you!
**How to Apply**
If you're ready to take your career to the next level and join a dynamic team that's passionate about making a difference, click the link below to apply for this exciting opportunity:
Apply Now
We can't wait to hear from you!
Apply for this job
**About careerzynith**
careerzynith is a leading provider of innovative solutions and services that empower businesses to succeed. Our team of experts is committed to delivering exceptional customer experiences, and we're looking for talented individuals like you to join our ranks. As a Customer Service Representative, you'll be part of a dynamic team that's passionate about making a difference in the lives of our clients.
**Key Responsibilities**
As a Customer Service Representative, you'll be responsible for managing the Change of Agent process from initial client inquiry through compliance audit, order processing, and sending deliverables to the client. Your duties will include:
* Efficiently managing the Change of Agent process from initial client inquiry through compliance audit, order processing, and sending deliverables to the client, following up as necessary.
* Preparing and filing change and resignation of agent documents with various Secretaries of State, both online and via PDF, as required by each jurisdiction.
* Communicating effectively with teammates regarding any hold-ups or issues in the Change of Agent process.
* Managing and tracking the status of ongoing projects and submitted filings.
* Conducting entity compliance audits using Secretary of State websites and other agency resources (e.g., Department of Insurance).
* Maintaining filing fee and requirement reference charts; updating the forms library and state web links as needed.
* Assisting the manager in training new and existing employees; supporting other areas in the Client Services and Registered Agent Departments as needed.
* Developing, maintaining, and updating knowledge about the department, services, company, industry, and related departments such as sales, marketing, and accounting.
* Performing other duties as assigned.
**Qualifications**
To be successful in this role, you'll need:
* A Bachelor's degree and/or 2 years equivalent experience in customer service or the legal industry.
* Intermediate level skills with MS Office; Word, Excel, and Outlook are required.
**Requirements**
We're looking for a candidate who possesses:
* Effective communication (verbal and written) skills, with the ability to keep open and respectful lines of communication and treat others with respect and dignity.
* 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 in a fast-paced, high-energy environment.
* Knowledge of general corporate procedures and/or willingness to learn.
* Skilled in gathering, organizing, analyzing, and compiling data.
* Maintains flexibility, manages time effectively, and demonstrates consistent attendance and punctuality.
* Shares information and knowledge to assist coworkers; develops relationships with clients and manages expectations.
* Identifies ways to increase efficiency and simplify processes.
* Makes responsible financial decisions for the company and clients.
* Maintains professionalism, a positive attitude, and a professional demeanor and appearance.
* More interested in the solution than the problem.
**Benefits**
As a valued member of our team, you'll enjoy:
* Medical, Dental, & Vision Plans
* 401(k)
* FSA/HSA
* Commuter Benefits
* Tuition Assistance Plan
* Vacation and Sick Time
* Paid Parental Leave
**Why Join careerzynith?**
At careerzynith, we're committed to creating a work environment that's inclusive, supportive, and empowering. We believe in fostering a culture of innovation, creativity, and collaboration, where our employees can grow and thrive. If you're passionate about delivering exceptional customer service and making a difference in the lives of our clients, we want to hear from you!
**How to Apply**
If you're ready to take your career to the next level and join a dynamic team that's passionate about making a difference, click the link below to apply for this exciting opportunity:
Apply Now
We can't wait to hear from you!
Apply for this job