Anthem Tax Services: Customer Service Representative

WHO WE ARE: We are a rapidly growing national tax resolution company focused on helping clients with their tax related issues including tax debt relief, tax return preparation, bookkeeping & more.We take great pride in our team which consists of highly skilled tax preparers, enrolled agents, attorneys, CPAs & much more.We have offices in both Los Angeles & Orlando.Visit us our website www.Anthemtaxservices.ComWe are BBB accredited.We are very focused on conducting our work ethically & with high level of integrity.Continuous improvement is what we always strive for.JOB DESCRIPTION: Daily outbound & inbound calls to & from our clients.Respond to customer inquiries & requests via telephone,email & chat in a timely fashion.Document all inquiries, requests, resolutions and follow-up tasks in our CRM system.Investigating client matters by reviewing case files in our CRM & extensive interaction with our various employees (i.E., Case Managers, Enrolled Agents, Tax Preparers & more).Collecting client information & /or documents on an as-needed basis.Help Marketing with our client review process.Create all billable analysis of work conducted on a case on an as-needed basis.Work closely with management & other department team members on escalated matters.Help Accounting reply to chargebacks.Heavy focus on client retention.Other work as-needed.MINIMUM QUALIFICATIONS: Minimum 2 years of customer service experience is required (in an office environment, not retail)Previous experience as a customer service lead or manager a plus.Previous tax case manager experience a plus.Previous tax industry experience highly preferred.Previous experience using a CRM system is highly preferred (i.E., Salesforce, Logics, MS Dynamics, ZenDesk, NetSuite, etc)Experience working with inbound/outbound call centers.Excellent interpersonal & communication skills.Work with a sense of urgency & accountability.Advanced level of phone skills (i.E., well spoken, active listener, empathetic, proper grammar & vocabulary)Proficient in Microsoft Word & Excel as well as PC & /or Mac.WHAT WE OFFER: Paid Time Off (Vacation, Sick, Holidays)Medical/Dental/Vision401(k) with employer matchJob Type: Full-timePay: $21.00 $24.00 per hourBenefits:401(k)401(k) MatchingDental InsuranceFlexible ScheduleHealth InsurancePaid Time OffVision InsuranceSchedule:8 Hour ShiftDay shiftMonday to FridaySupplemental Pay:Bonus PayCOVID-19 considerations:After medical clearance, you will work in our socially-distanced office in Woodland Hills.Experience:call center: 2 years (Required)customer service: 2 years (Required)Education:High school or equivalent (Required)Work authorization:United States (Required)Work Location:One locationCommunication method(s) used:EmailPhoneChatBenefit Conditions:Waiting period may applyOnly full-time employees eligibleWork Remotely:No

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