autoMHatic Financial ยท 6 hours ago
Customer Service Representative - TEMP
autoMHatic Financial is seeking a knowledgeable and customer-focused Customer Service Representative to handle inquiries related to tax and insurance matters. The role involves responding to client questions via phone and email, providing clear explanations of tax-related documentation and insurance policies.
FinanceFinancial ServicesLending
Responsibilities
Respond promptly to customer inquiries via phone and email regarding tax documentation, insurance policies, claims, and related matters
Provide accurate information and guidance on company procedures, compliance requirements, and customer account details
Assist customers in understanding forms, notices, and billing statements related to tax or insurance
Escalate complex or technical issues to subject matter experts while ensuring timely follow-up with the customer
Maintain detailed and accurate records of customer interactions in the CRM system
Collaborate with internal departments (e.g., servicing, accounting, compliance) to resolve issues efficiently
Meet or exceed performance metrics such as response time, resolution rate, and customer satisfaction
Stay up to date with industry regulations, company policies, and best practices
Qualification
Required
Knowledgeable and customer-focused
Ability to handle inquiries related to tax and insurance matters
Experience responding to client questions and concerns via phone and email
Ability to provide clear explanations of tax-related documentation, insurance policies, and account details
Ability to serve as a trusted point of contact for customers
Ability to respond promptly to customer inquiries regarding tax documentation, insurance policies, claims, and related matters
Ability to provide accurate information and guidance on company procedures, compliance requirements, and customer account details
Ability to assist customers in understanding forms, notices, and billing statements related to tax or insurance
Ability to escalate complex or technical issues to subject matter experts
Ability to maintain detailed and accurate records of customer interactions in the CRM system
Ability to collaborate with internal departments to resolve issues efficiently
Ability to meet or exceed performance metrics such as response time, resolution rate, and customer satisfaction
Willingness to stay up to date with industry regulations, company policies, and best practices
Company
autoMHatic Financial
autoMHatic Financial offers financing and refinancing for manufactured homes, including rental conversion programs.
Funding
Current Stage
Growth StageCompany data provided by crunchbase