Small Business Application and Support Representative

JOB DESCRIPTION

Summary:

As a Small Business Help Desk Representative, you will play a pivotal role in delivering exceptional customer service primarily through phone interactions in an automated call delivery environment (NICE CXOne Phone Platform).

You will be the first point of contact for both external and internal customers, handling a variety of requests and providing first-level technical assistance and problem-solving over the phone.

Strong phone skills are essential, as you will be expected to manage incoming calls efficiently, respond professionally, and resolve issues accurately and promptly.

Critical thinking is a key requirement for this role.

You will need to analyze customer inquiries, identify potential issues, and triage requests based on training and established guidelines.

Your ability to think analytically and make informed decisions will ensure optimal outcomes for our customers.

You will also be responsible for tracking and documenting all phone, email, and portal tickets in the Service Now platform, ensuring thorough follow-up and resolution.

This role is ideal for candidates who excel in phone-based customer service and possess strong critical thinking skills to resolve issues efficiently and professionally.

Job Responsibilities:


* Provide timely customer service to incoming requests via the phone in an automated call delivery environment.

(NICE CXOne Phone Platform)


* Multi-task between incoming calls and e-mail requests with ability to meet turnaround time of 12 business hours


* Tracking of phone/email/portal tickets in Service Now platform.


* Assume ownership and respond to customer (internal/external) correspondence, complaints, and inquiries in an efficient, accurate and professional manner to achieve an optimal outcome.


* Ability to meet our First Level Resolution standards.


* To ensure complete resolution of all customer inquiries; may need to coordinate end to end service with other business partners


* Effectively navigate multiple systems and applications to research, analyze and resolve customer inquiries


* Work effectively in a team environment using professional interpersonal and communication skills


* Basic knowledge of Small Commercial insurance principles and company products.


* Know and comply to corporate policies, regulatory standards, internal business processes (while processing work and meeting and/or exceeding service performance and quality standards


* Utilize basic understanding of product & underwriting guidelines


* Maintain performance standards within a fast-paced environment

QUALIFICATIONS

Skills:


* Strong customer service skills including oral and written communication.


* Ability to work with internal and external customers and assist to best ability in resolving their issue.


* Experience in a call center or customer service environment highly preferred.


* Knowledge of customer service principles and pract...