Professional Services Specialist
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Role details
Tech stack
Job description
- Ensure timely processing of membership enrollments and payments
- Respond to all agent inquiries via phone or email in a timely and professional manner
- Complete accurate data entry duties as assigned
- Review and approve Agent Commissions alongside a Level III team member or Professional Services Supervisor
- Process agent onboarding and off-boarding
- Maintain spreadsheets, including Agent lists, cancellations, and postings
- team members for resolution and collaborate on effective problem-solving
- Maintain effective communication with sales agents via phone and email
- Participate in training activities to expand skills and knowledge
- Perform other duties as assigned to support departmental and organizational goals
Requirements
Multitasking Spreadsheets Communication Detail Oriented Microsoft Excel Problem Solving Resourcefulness Customer Service Microsoft Office Microsoft Outlook Critical Thinking Business Valuation Full Stack Development Administrative Support Effective Communication Business Transformation Verbal Communication Skills
1 to 2 years, Were looking for a detail-oriented, organized, and customer-focused Professional Services Specialist to join a growing team in Sunrise, FL.
This is a great opportunity for someone who enjoys a mix of customer service, administrative support, data entry, agent communication, and problem-solving. Youll play an important role in supporting Partners, Directors, Managers, and Professional Services teams while helping the organization continue to grow.
The ideal candidate is a positive, outgoing team player who can work independently, stay organized in a fast-paced environment, and maintain close collaboration with their supervisor and team., * Keen attention to detail
- Administrative and/or data entry
- Customer service experience, * High School Diploma or equivalent, or 1-2 years of experience in an administrative/business professional environment
- Detail-oriented and resourceful with strong critical-thinking and problem-solving abilities
- Ability to communicate professionally via email with grammatically correct correspondence
- Strong verbal communication and articulation skills
- Ability to multitask efficiently
- Strong working knowledge of company business policies
- Intermediate knowledge of Microsoft Office Suite, including Outlook, Teams, Word, and Excel
Relevant Experience & Skills
Experience in any of the following areas is highly valuable:
- Data Entry
- Customer Support
- Administrative Support
- Insurance
- Consumer Lines
- Policy Coverage
- Customer Service, If youre someone who takes pride in being organized, delivering a great customer experience, and becoming a dependable resource for your team, this could be a great opportunity to take the next step in your career., Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.
About the company
Weβre partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. Thatβs the power of true partnership. TEKsystems is an Allegis Group company., Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
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