Producer Support Representative

New
J
JobgetherCustomer Success
Based in United StatesFull-TimeMiddle
Salary26 - 29 USD per hour
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Job Details

Experience
Minimum 3 years of experience
Required Skills
SalesforceMicrosoft OfficeProblem SolvingCustomer serviceComplianceCRM

Requirements

  • High school diploma or equivalent required; an associate degree or equivalent customer service experience is preferred.
  • Minimum 3 years of experience in customer service, help desk support, or a similar role.
  • Strong customer service skills with the ability to communicate clearly, professionally, and empathetically.
  • Excellent problem-solving abilities with a focus on finding practical and efficient solutions.
  • Strong organizational skills and attention to detail when managing records, inquiries, and documentation.
  • Proficiency with CRM platforms, email tools, and Microsoft Office applications.
  • Ability to manage multiple requests simultaneously while prioritizing tasks effectively.
  • Collaborative mindset with the ability to work independently and contribute positively to a team environment.
  • Previous experience in customer service leadership, mentoring, or team support is a plus.
  • Experience with compliance, regulatory environments, or CRM systems such as Salesforce is preferred.

Responsibilities

  • Serve as the first point of contact for producer inquiries related to registration, compliance processes, and general support needs.
  • Resolve customer issues across multiple communication channels, including email, phone, and chat, while escalating complex cases when necessary.
  • Guide producers through registration procedures and provide clear information regarding compliance requirements and available resources.
  • Enter, update, and maintain accurate producer information and case records within CRM systems.
  • Track, categorize, and document inquiries to support reporting, analysis, and process improvements.
  • Maintain case logs, provide status updates, and identify documentation gaps or opportunities to improve self-service resources.
  • Encourage the use of FAQs, guides, and knowledge resources to help users resolve common questions independently.
  • Act as a subject matter resource for registration, reporting, and payment processes while supporting other team members.
  • Collaborate with internal teams to improve workflows, share best practices, and ensure consistent service delivery.
  • Mentor and support other representatives by providing guidance and contributing to a collaborative team environment.
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26 - 29 USD per hour
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