Customer Service Operations Associate
Core
Manage business license renewals, research filing requirements, resolve issues, and support the administration of customer licensing portfolios.
Role type
Customer Service Operations Associate
Builds
Monthly invoices, Pre-Filing summaries, and renewal submissions
Domain
Business compliance, incorporation, and licensing
Required skills
B2B client/customer service experience, research and problem-solving, organizational and time management, Microsoft Office Suite proficiency, ability to process information for client needs
Preferred skills
Consultative customer service experience in banking, insurance, hospitality, retail, or legal industries, experience generating add-on sales revenue, Bachelor's degree
Technologies
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Responsibilities
Compiling and submitting customer renewals, researching rejected renewals and corrections, issuing monthly invoices, building Pre-Filing summaries, communicating with coworkers to manage license portfolios
Seniority
Entry-level to Junior