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PenServ Plan Services
West Columbia, SC | Full Time
$58k-76k (estimate)
6 Months Ago
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Client Care Specialist
PenServ Plan Services West Columbia, SC
$58k-76k (estimate)
Full Time | Business Services 6 Months Ago
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PenServ Plan Services is Hiring a Client Care Specialist Near West Columbia, SC

PenServ is currently looking for a Client Care Specialist.The person who holds this position will handle incoming calls within a multi-line system. 

Role & Responsibilities:

  • Professionally handle incoming calls from participants through a multi-line system, and ensure that routine and complex issues are resolved both promptly and thoroughly, with a customized response when necessary
  • Communicate with clients by telephone or e-mail to provide information and assistance with participants' retirement plans
  • Keep electronic records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken within the CRM system
  • Develops and maintains a deep understanding of the organization and services offered
  • May assume a team lead role for the work group

Qualifications:

  • 2-Year Degree in Business-Related Curriculum or Equivalent Experience
  • 4 years experience with multi-line phone systems
  • 4 years experience with CRM

Preferred Skills & Abilities:

  • Bachelor’s Degree in Business, Communications, or other related field
  • Ability to communicate clearly and professionally, both verbally and in writing
  • Knowledge of customer service principles and practices
  • Strong decision making and analytical abilities
  • Highly developed sense of integrity and commitment to customer satisfaction
  • Proficient in Microsoft applications, such as Excel, Outlook, and Word
  • Accurate and efficient data entry skills

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$58k-76k (estimate)

POST DATE

11/09/2023

EXPIRATION DATE

06/23/2024

WEBSITE

penserv.com

HEADQUARTERS

WEST COLUMBIA, SC

SIZE

50 - 100

FOUNDED

1986

TYPE

Private

CEO

SUSAN D DIEHL

REVENUE

<$5M

INDUSTRY

Business Services

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About PenServ Plan Services

PenServ Plan Services provides recordkeeping and administrative services for qualified retirement plans.

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The job skills required for Client Care Specialist include Data Entry, CRM, Retirement Plans, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Care Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Care Specialist. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Care Specialist positions, which can be used as a reference in future career path planning. As a Client Care Specialist, it can be promoted into senior positions as a Client Service Specialist IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Care Specialist. You can explore the career advancement for a Client Care Specialist below and select your interested title to get hiring information.

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If you are interested in becoming a Client Care Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Care Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Care Specialist job description and responsibilities

A Client Services Specialist also assists Account Managers to ensure a high level of customer service.

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Perform other administrative duties as required to build business for clients.

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Care specialists help organize and process paperwork to ensure patients receive the care they need.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Care Specialist jobs

Have a clear escalation pathway.

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Step 3: View the best colleges and universities for Client Care Specialist.

Butler University
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