Customer Service Representative

Job Summary

A company is looking for a Customer Service Representative (Change of Agent) to manage the Change of Agent process and enhance client experience.

Key Responsibilities

• Manage the Change of Agent process from client inquiry through compliance audit and order processing
• Prepare and file change and resignation of agent documents with various Secretaries of State
• Conduct entity compliance audits and assist in training new employees

Required Qualifications

• Bachelor's degree and/or 2 years equivalent experience in customer service or legal industry
• Intermediate level skills with MS Office; Word, Excel, and Outlook are required
• Ability to work independently and in a team environment
• Knowledge of general corporate procedures and/or willingness to learn
• Experience in managing multiple time-sensitive projects in a fast-paced environment