Customer Service Representative

Description

At Portfolio, we pride ourselves on our responsive, innovative, efficient, and sincere serving standards (R.I.S.E).

We are seeking dedicated professionals who are passionate about delivering exceptional service and making a difference in the customer service process.

In addition to offering a hybrid work schedule, Portfolio offers a comprehensive benefits package:

• Paid Company Holidays
• Paid Time Off including Flex Time (40 Hours of additional Paid Time Off) and Volunteer Time.
• Health/Dental, Visions Insurance
• Life Insurance & Short-Term Disability
• Tuition Reimbursement
• Referral Bonus
• 401(k)
• Monthly Associate Breakfasts
• Reputation Management Program – Monetary Prizes for Positive Online Reviews
• Additional associate perks

If you're ready to be part of a dynamic team that values integrity and excellence, apply today and help us redefine the customer service experience! Join Our Team at Portfolio!

As a Customer Service Representative, you'll play a crucial role in protecting the interests of the administration company by following the guidelines of each contract Portfolio administers while providing knowledge to the customers and dealers.

Compensation:

• Starting range of pay: $21.00 - $22.00 per hour. Depending on experience! Comprehensive Benefits Package!

Work schedule:

• Schedule: Monday-Friday, 8:00 am - 4:30 pm PST.
• Hybrid Schedule (6 months after training): Hybrid Days will be determined by your Supervisor after six months of in-office training at our Lake Forest, CA office. 

At this time, a Customer Service Representative (Contracts Services Administrator) is needed to assist with receiving, sorting, scanning, and distributing all incoming documents in a timely manner.  Cross-train in loading and balancing all incoming contracts and payments into the administrative system. Assists customer and dealer cancellations and contract inquiries. Works under immediate supervision, relying on instructions and pre-established guidelines to perform job functions.

*This position is a Hybrid Work Opportunity following training.

*Ability to work in a fast-paced environment.

Essential Functions:  

• Sort all incoming department documents and distribute them to team members.
• Code batch numbers on all checks and scans.
• Pull all checks from scanned business and sort for deposit.
• Box completed scanned business to be taken to warehouse.
• Contract entry.
• Process mail daily.
• Load and balance all contract payments into the system.
• Make contract corrections in the system per dealer requests.
• Update notes in the system for all emails received and contract-related phone calls.
• Process ACH remittances.
• Answer customer questions regarding contracts and cancellations.
• Provide cancellation quotes and process cancellations.
• Pull contract and cancellation documents per dealer requests.
• Assist dealers with navigating the Dealer Portal.
• Add new users to the Dealer Portal per dealer request.
• Collaborate with rates teams when products are not consistent on incoming contracts.
• Create invoices/memos for unbalanced batches.
• Manage incoming checks daily before giving them to the accounting department.
• Net approved claims on batches.
• Process contract transfers and cancel/rebook.
• Contact dealers/agents for contract rejections and issues.
• Other duties as assigned.

Requirements

Education and Qualification Requirements:

• High school diploma or equivalent.
• Minimum 2 years of basic administrative experience
• Ability to type 10,000 keystrokes alphanumeric with a minimum 90% accuracy.
• Proficient in Microsoft Office programs such as Outlook, Excel, and Word.
• Detail-oriented, accurate, and highly organized.
• Excellent written and verbal communication skills.
• Reliable and punctual.
• Ability to plan, organize, prioritize, and complete assignments in a timely manner.
• Ability to work both collaboratively and independently.
• Ability to manage environmental and process change in a positive manner.
• Ability to perform basic math functions, such as addition, subtraction, multiplication, and division.

Preferred Requirements:

• Ability to work in a fast-paced environment.
• Ability to communicate and work with a diverse team.

Work Environment and Physical Requirements:

• Vision acuity is required to include close vision, color vision, distant vision, and the ability to adjust focus.
• Ability to grasp objects such as a telephone or computer mouse, finger dexterity to use a keyboard, calculator, and standard office equipment
• Ability to walk, stand, reach with hands and arms; stoop kneel, crouch, and lift up to 25 pounds.
• Ability to frequently sit for long periods of time.
• Ability to hear and talk, both in person and by phone.
• Ability to spend extended hours in front of a computer screen