Customer Service Representative

Customer Service Representative – Tax & Insurance Support

An Addison Group client is looking for a Customer Service Representative – Tax & Insurance Support.

Job Responsibilities:

• Handle inbound calls and emails from customers regarding tax documentation, insurance policies, claims, and related account matters.
• Provide clear, accurate explanations of company procedures, compliance requirements, and billing statements.
• Assist clients in understanding forms, notices, and account-related communications.
• Escalate more complex issues to subject matter experts while ensuring timely follow-up and resolution.
• Document all customer interactions thoroughly in the CRM system.
• Partner with internal teams including servicing, accounting, and compliance to resolve client needs.
• Meet or exceed key performance targets such as response times, resolution rates, and customer satisfaction scores.
• Maintain up-to-date knowledge of industry regulations, company policies, and best practices.

Requirements:

• High school diploma required; associate's or bachelor's degree in business, finance, or related field preferred.
• Previous customer service experience, ideally within tax, insurance, or financial services.
• Strong communication skills with the ability to explain complex information in simple terms.
• Bilingual in Spanish a plus, but not required.
• Strong problem-solving abilities and high attention to detail.
• Proficiency with CRM systems and general office software.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• Professional, empathetic, and customer-focused mindset.

Why choose Addison Group?

• Pay: We negotiate high salaries using the US Bureau of Labor Statistics.
• Benefits & Bonuses: You are eligible for medical, dental, vision insurance benefits, and 401k.
• Permanent Employment: Many of Addison's job openings lead to potential permanent employment.
• Connections: You connect directly with hiring managers.
• Options: You are presented multiple employment options near your home.
• Professional Development: You are provided hiring process advice, resume revision, and employment term negotiation.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.