Customer Service Representative (Seasonal)

About the role

Balance Platforms, LLC (https://balanceclaims.com) provides full-service claims administration, estimating, and advisory services for contractors in the insurance restoration industry. We integrate into our clients’ workflows to help manage construction job files efficiently so they can focus on selling, building, and billing.

Responsibilities

• Answer and manage inbound client phone calls in a professional and efficient manner
• Triage incoming requests and route them to the appropriate internal teams (Sales, Account Management, Production, or Admin)
• Create and assign tasks to ensure all client communication is documented and followed up on
• Provide basic file status updates when appropriate and escalate more complex requests
• Make outbound calls to clients when additional follow-up is needed to support file progression
• Support the Admin team by ensuring communication gaps are minimized and follow-ups are initiated when needed

Qualifications

• Strong verbal communication skills and professionalism on the phone
• High attention to detail and organizational ability
• Ability to manage multiple conversations and tasks throughout the day
• Basic computer proficiency (experience with CRM systems such as HubSpot is a plus)
• Prior customer service or administrative experience preferred but not required