Customer Service Agent

Essential Duties & Responsibilities

• Provide primary phone, email, and chat support for company inbound queues.
• Engage in meaningful conversations with clients to ensure every interaction is fast, friendly and frictionless.
• Ask appropriate questions and listen actively to identify areas for follow-up to better assist the client with their needs and resolve issues.
• Provide first-contact resolution when troubleshooting inquiries.
• Holistically reviews client accounts, pending invoices and payments, A/R aging and interaction history.
• Affords clients in resolving holds, delays, rejections and disputes as well as other related transactions or statuses such as disputes, open credits, post verifications NOA’s and LOR’s.
• Train and support clients on how to use company web portals, processes, and other related systems according to best practices.
• Introduce carriers to the various options for payment methods, as well as other Triumph services and offerings.
• Aid carriers through new client onboarding process.
• Accountable for achieving quality of service scores, schedule adherence, and call and/or ticket management.
• Effectively communicates with team members, debtors, clients and management.
• Maintains confidentiality of client information.

Experience & Education

• The successful candidate will possess high-volume customer service skills.
• Higher education degree or equivalent customer service experience (1-2 years) in a high-volume, professional environment.
• Knowledge of freight, transportation, and/or logistics industry is preferred.
• Accounts payable experience a plus, but not required.
• Bilingual (Spanish) a plus.

Skills & Abilities

• Highly professional phone etiquette.
• Demonstrates commitment to problem solving and resolution.
• Must be able to multi-task in a high volume in an operation center.
• Ability to perform under deadline pressure.
• Ability to analyze issues independently.
• Excellent verbal and written communication skills.
• Ability to understand and follow written and verbal instructions and directions given by manager.

Work Environment

• Moderate noise (i.e. business office with computers, phone, and printers, light traffic).
• Ability to work in a confined area.
• Ability to sit at a computer terminal for an extended period of time.
• Occasional stooping or kneeling may be necessary.
• While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.
• Specific vision abilities are required by this job due to computer work.
• Light to moderate lifting is required.
• Regular, predictable attendance is required.

Pay

Triumph Financial, Inc. and its subsidiaries, provide 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, or status as a covered veteran in accordance with applicable federal, state and local laws. We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Schedule

Not specified.