Customer Support

• Enter and review sales orders accurately, ensuring customer, product, pricing, and order information is complete before processing
• Validate customer pricing against price sheets, product costs, freight charges, warehouse costs, and other relevant information
• Identify pricing, cost, margin, and order discrepancies before they create downstream operational or customer issues
• Perform basic business calculations involving percentages, costs, margins, multiplication, and division to verify order accuracy
• Investigate information that appears incorrect or inconsistent rather than processing it without question
• Escalate discrepancies and proactively communicate with appropriate team members to reach a resolution
• Maintain high accuracy while efficiently handling significant volumes of order and operational data
• Support customer inquiries professionally through email as knowledge of the business grows
• Gradually handle occasional inbound and outbound customer calls after learning the company’s products and processes
• Learn the company’s logistics, order management, pricing, and operational workflows well enough to recognize issues

Customer Service Representative – Logistics, B2B

• Interface with customers, clients, and coworkers daily while executing production goals measured by KPIs.
• Handle inbound and outbound calls and ticket responses using company-provided knowledge and peer support.
• Prepare customized reports, documentation, reconciliations, and process confirmations.
• Provide exceptional customer and client service through phone, email, and other communication channels.
• Build and maintain positive customer and client relationships and identify opportunities to improve satisfaction and retention.
• Support teammates and collaborate on departmental goals.
• Process customer payments over the phone accurately and in compliance with company policies.
• Assist with payment plans, payment-related issues, refunds, and balance transfers.
• Collaborate with accounting and booking departments to resolve account discrepancies.
• Provide account statements, invoices, PIF letters, amortization schedules, payment histories, and other requested documentation.
• Process modifications, update account information, and maintain accurate systems of record.
• Maintain casework inventory, resolve cases within 1–2 business days where applicable, and document calls and next steps.
• Collaborate with insurance partners to validate status and maintain compliant accounts.
• Assist customers with customer portal access, navigation, self-service features, and technical issues.
• Ensure interactions and transactions comply with company policies, procedures, and regulatory requirements.
• Maintain accurate records for internal and external audit requests.
• Collaborate with customer service agents and departments including bookings, collections, accounting, and client experience.
• Participate in meetings, training, performance reviews, and town halls.
• Perform additional duties, provide supplemental training or Q&A, and flex between casework and phone work based on business needs.

Commercial Customer Service Representative

• Deliver engaging and structured training to new customer experience representatives
• Facilitate virtual training sessions
• Explain processes, procedures, systems, and customer service expectations
• Use different teaching approaches for different learning styles
• Monitor learner understanding and identify knowledge gaps
• Conduct knowledge checks, exercises, role plays, and practical activities
• Provide constructive feedback and coaching
• Support learners requiring additional guidance
• Prepare new hires for transition from training into production
• Work with Team Leads and leadership to support learner readiness
• Maintain accurate training records and communicate learner progress
• Adapt training delivery when processes, systems, or requirements change
• Create a positive, professional, and accountable learning environment

Training Specialist – Healthcare Customer Service

• Deliver engaging and structured training to new customer experience representatives
• Facilitate virtual training sessions
• Explain processes, procedures, systems, and customer service expectations
• Use different teaching approaches for different learning styles
• Monitor learner understanding and identify knowledge gaps
• Conduct knowledge checks, exercises, role plays, and practical activities
• Provide constructive feedback and coaching
• Support learners requiring additional guidance
• Prepare new hires for transition from training into production
• Work closely with Team Leads and leadership to support learner readiness
• Maintain accurate training records and communicate learner progress
• Adapt training when processes, systems, or requirements change
• Create a positive, professional, and accountable learning environment

• Deliver engaging and structured training to new customer experience representatives
• Facilitate virtual training sessions
• Explain processes, procedures, systems, and customer service expectations
• Use different teaching approaches for different learning styles
• Monitor learner understanding and identify knowledge gaps
• Conduct knowledge checks, exercises, role plays, and practical activities
• Provide constructive feedback and coaching
• Support learners who require additional guidance
• Prepare new hires for the transition from training into production
• Work closely with Team Leads and leadership members to support learner readiness
• Maintain accurate training records and communicate learner progress
• Adapt training delivery when processes, systems, or requirements change
• Create a positive, professional, and accountable learning environment

• Deliver engaging and structured training to new customer experience representatives
• Facilitate virtual training sessions
• Explain processes, procedures, systems, and customer service expectations
• Use different teaching approaches for different learning styles
• Monitor learner understanding and identify knowledge gaps
• Conduct knowledge checks, exercises, role plays, and practical activities
• Provide constructive feedback and coaching
• Support learners requiring additional guidance
• Prepare new hires for transition from training into production
• Collaborate with Team Leads and other leadership members to support learner readiness
• Maintain accurate training records and communicate learner progress
• Adapt training delivery when processes, systems, or requirements change
• Create a positive, professional, and accountable learning environment

• Deliver engaging and structured training to new customer experience representatives
• Facilitate virtual training sessions
• Explain processes, procedures, systems, and customer service expectations
• Use different teaching approaches for different learning styles
• Monitor learner understanding and identify knowledge gaps
• Conduct knowledge checks, exercises, role plays, and practical activities
• Provide feedback and coaching throughout training
• Support learners requiring additional guidance
• Prepare new hires for transition from training into production
• Collaborate with Team Leads and leadership to support learner readiness
• Maintain accurate training records and communicate learner progress
• Adapt training delivery when processes, systems, or requirements change
• Create a positive, professional, and accountable learning environment

• Deliver engaging and structured training to new customer experience representatives
• Facilitate virtual training sessions professionally and engagingly
• Explain processes, procedures, systems, and customer service expectations
• Use varied teaching approaches for different learning styles
• Monitor learner understanding and identify knowledge gaps
• Conduct knowledge checks, exercises, role plays, and practical activities
• Provide constructive feedback and coaching
• Support learners requiring additional guidance
• Prepare new hires to transition from training into production
• Collaborate with Team Leads and leadership to support learner readiness
• Maintain accurate training records and communicate learner progress
• Adapt training delivery when processes, systems, or requirements change
• Create a positive, professional, and accountable learning environment

• Deliver engaging and structured training to new customer experience representatives
• Facilitate virtual training sessions
• Explain processes, procedures, systems, and customer service expectations
• Use varied teaching approaches for different learning styles
• Monitor learner understanding and identify knowledge gaps
• Conduct knowledge checks, exercises, role plays, and practical activities
• Provide feedback and coaching throughout training
• Support learners requiring additional guidance
• Prepare new hires for transition from training into production
• Collaborate with Team Leads and leadership to support learner readiness
• Maintain accurate training records and communicate learner progress
• Adapt training delivery when processes, systems, or requirements change
• Create a positive, professional, and accountable learning environment