Pro Staff

Customer Service Representative

Pro Staff
Brainerd, MN
Jan 23, 2021
Feb 01, 2021
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 primary 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 time frames
  • 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 apply online at, call us at 218-825-0434, or send your resume to

About Pro Staff

Pro Staff is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact us. Pro Staff is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.

All employees are directed to familiarize themselves with this policy and to act in accordance with it. All decisions with respect to employment matters and other phases of employer-temporary employee relationships will be in keeping with this policy and in accordance with all applicable laws and regulations.

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