What are the responsibilities and job description for the Customer Care Representative position at Ohio Department of Taxation?
Provides assistance and information to callers on CollegeAdvantage Customer Information Hotline regarding Ohio's 529 college savings program: utilizes specialized knowledge of CollegeAdvantage, 529 industry, investments and mutual funds in order to effectively communicate information and financial concepts in responding to inquiries and questions, including providing information related to investment options, contributions, exchanges, rollovers, withdrawals, refunds and transfers; assists customers with understanding of program rules and regulations, as well as fee structures and tax implications; accesses customer accounts and provides account information, resolves routine issues and/or complaints; provides assistance in navigating web site; promotes Ohio Tuition Trust Authority services and marketing initiatives. Provides high quality assistance to ensure positive client relations. Fulfills requests for informational materials. May address customer issues through written and electronic correspondence.
Provides outbound calls to prospective and current CollegeAdvantage customers offering assistance and providing follow-up regarding establishment and on-going maintenance of accounts, (i.e. incomplete account applications, new established accounts, first-time withdrawals, roll-overs, etc.). Performs customer service processing functions: enters, maintains, updates and corrects customer account information.
What’s in it for you:
At the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
- Quality, affordable, and competitive medical benefits are offered through the available Ohio Med plans.
Dental, Vision and Basic Life Insurance
- Dental, vision, and basic life insurance premiums are free after completed eligibility period. Length of eligibility period is dependent on union representation.
Time Away From Work and Work/Life Balance
- Paid time off, including vacation, personal, and sick leave
- 11 paid holidays per year
- Childbirth/Adoption leave
Employee Development Funds
- The State of Ohio offers a variety of educational and professional development funding that varies based on whether you are a union-exempt employee or a union-represented employee.
Ohio Public Employees Retirement System
- OPERS is the retirement system for State of Ohio employees. The employee contributes 10% of their salary towards their retirement. The employer contributes an amount equal to 14% of the employee’s salary. Visit the OPERS website for more information.
Deferred Compensation
- The Ohio Deferred Compensation program is a 457(b) voluntary retirement savings plan. Visit the Ohio Deferred Compensation website for more information.
Ohio Tuition Trust Authority is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. To request a reasonable accommodation due to a disability please contact Tiffany James at tjames@collegeadvantage.com
Minimum Qualifications:
- High School Diploma or GED
- Data entry experience
- Two years customer service in an inbound call center environment
Preferred Qualifications:
- Completion of Associate or Bachelor's Degree
- Familiarity with financial products (banking/investments)
- Experience with ACD phone systems