Client Care Rep

Job Summary

The Client Care Representative/Receptionist is the first point of contact for sales leads and client inquiries. Provides excellent client service by assisting clients promptly and courteously. Answers questions, provides information as needed. Performs all job responsibilities in a safe, timely, efficient manner. This is a part-time position with a regular schedule of Mondays, Tuesdays, and Fridays during normal business hours. Additional days or hours may be available based on business needs and the employee’s availability.

Required Skills/Abilities

• Excellent listening skills and an empathetic voice and manner

• Dedication to client satisfaction

• Collaborative, positive attitude

• Eagerness to learn and assist where needed

• Basic knowledge of computer software and office systems

• Ability to multitask while keeping focus on the client

• Familiarity with the services offered by the company

Education/Experience

• Must be at least 18 years old

• High school diploma/GED required

• Three years’ experience preferred

Essential Duties and Responsibilities

To perform this job successfully, an individual must be able to perform each essential duty and competency satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job.

• Greet and welcome visitors and employees and direct them appropriately

• Answer phone and email inquiries from potential clients and provide an overview of our services and process

• Establish new client accounts in the Client Relationship Management (CRM) software

• Schedule initial consultations as needed

• Address client concerns and coordinate any necessary resolution

• Field and route calls and inquiries to appropriate individuals with discretion

• Manage the general company email inbox and address client concerns/leads or route email accordingly

• Document all communication with clients in CRM

• Maintain a positive attitude and calmly respond to client’ complaints

• Support sales team with various requests as needed

• Provide administrative support to executive leadership as needed

• Assist with coordinating company events

• Keep a clean and organized reception area

• Other duties needed to help drive and fulfill the Weller Brothers Mission