Client Service Agent

Connexions Inc. is an appraisal management software company that provides valuation services to the lending industry. The Client Service Agent role is crucial for retaining existing clients by delivering exceptional service and ensuring a smooth appraisal management process through effective communication and problem-solving skills.

Responsibilities

• Offer an exceptional client experience (Lenders & Appraisers) through problem solving and client requirement knowledge
• Ensure a smooth appraisal management process by monitoring appraisal requests
• Effectively handle client escalations by responding in a timely manner and follow escalation procedures and chain of command
• Sign up new broker user
• Seek opportunities to introduce new ideas and improve processes

Skills

• Excellent communication skills - verbal and written fluency at a professional level
• Post-Secondary Education required
• Experience handling Client phone calls and email inquiries and delivering an exceptional client experience to financial industry partners
• Be available to work between 8:00 am – 8:00 pm (Eastern Time), Monday through Friday. Some Evenings Required
• Effectively handle client escalations by responding in a timely manner and follow escalation procedures and chain of command
• Sign up new broker user
• Proficient computer skills including competency with MS Word, Excel and Outlook
• Demonstrates sound judgment and effective problem solving skills
• Remains energized and focused in a fast-paced and evolving environment
• Must have speedy and accurate typing skills, and be detail oriented
• Seek opportunities to introduce new ideas and improve processes
• Industry experience in any of the following is an asset; business to business services, mortgage processing sector, call center/customer service environment, or professional data entry services
• Industry knowledge is preferred but not mandatory

Company Overview