Customer Service Representative - TEMP at TAMMAC HOLDINGS CORPORATION

Wayne, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Apr, 26

Salary

0.0

Posted On

19 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Tax Documentation, Insurance Policies, Communication Skills, Problem-Solving, Attention to Detail, CRM Systems, Multitasking, Empathy, Professionalism

Industry

Financial Services

Description

Job Details Job Location: Legal Address - Wayne, PA 19087 Position Type: Seasonal Travel Percentage: None Job Shift: Day Job Category: Accounting Position Overview We are seeking a knowledgeable and customer-focused Customer Service Representative to handle inquiries specifically related to tax and insurance matters. The role will involve responding to client questions and concerns via phone and email, providing clear explanations of tax-related documentation, insurance policies, and account details. This individual will serve as a trusted point of contact, ensuring customers feel supported and confident when navigating complex financial and insurance processes. Key Responsibilities Respond promptly to customer inquiries via phone and email regarding tax documentation, insurance policies, claims, and related matters. Provide accurate information and guidance on company procedures, compliance requirements, and customer account details. Assist customers in understanding forms, notices, and billing statements related to tax or insurance. Escalate complex or technical issues to subject matter experts while ensuring timely follow-up with the customer. Maintain detailed and accurate records of customer interactions in the CRM system. Collaborate with internal departments (e.g., servicing, accounting, compliance) to resolve issues efficiently. Meet or exceed performance metrics such as response time, resolution rate, and customer satisfaction. Stay up to date with industry regulations, company policies, and best practices. Qualifications Qualifications High school diploma or equivalent; associate’s or bachelor’s degree in finance, business, or a related field preferred. Prior experience in customer service, preferably in tax, insurance, or financial services. Strong written and verbal communication skills with the ability to explain complex topics in simple terms. Spanish speaker a plus, but not required Excellent problem-solving skills and attention to detail. Comfortable working with CRM systems, and other office software. Ability to multitask and manage time effectively in a fast-paced environment. A customer-first mindset with empathy and professionalism.

Responsibilities

The Customer Service Representative will respond to customer inquiries regarding tax and insurance matters via phone and email. They will provide accurate information, assist customers with documentation, and collaborate with internal departments to resolve issues.