Pro Staff

Customer Service Rep

Pro Staff
Brainerd, MN
Oct 05, 2019
Nov 04, 2019
Pro Staff
Job Type
Employment Status
Full Time
A premier organization in the Brainerd Lakes Area is currently looking for Customer Service Representatives to join their team.

In this role your primarily responsibility is to support the Document Compliance Service clients regarding inquiries about their plan document, or the creation, fulfillment, and delivery of qualified plan document packages. The Client Service Representative must adhere to strict procedures to ensure accuracy and confidentiality of client data and meet department objectives for call quality and other call center metrics.

Essential Duties and Responsibilities:      

  • Effectively respond to internal and external client inquiries via phone and written correspondence within 24 hours
  • Document all verbal and written communication in appropriate systems and locations
  • Manage deadlines and work within allotted timeframes
  • Educate clients in document compliance processes and procedures
  • Adhere to strict audit procedures to ensure confidentiality of client information
  • Proactively manage client’s inquiries by monitoring and resolving issues and requests
  • Serve as a resource for the sales team
  • Demonstrate the ability to recognize sales opportunities
  • Resolve all issues relating to client inquiries by working with necessary staff and continuously following up on status until resolution is communicated to the client
  • Manage the delivery and final review of newly established plans, plan amendments and restatement kits for clients
To hear more about this opportunity or to apply, please email your resume to, apply online at, or call our office at 218-825-0434.

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