Customer Service and Risk Evaluation Specialist

Customer Service and Risk Evaluation Specialist

05 Nov 2024
California, San francisco bay area 00000 San francisco bay area USA

Customer Service and Risk Evaluation Specialist

Customer Service and Risk Evaluation Specialist

The Customer Service and Risk Evaluation Specialist will provide excellent customer support and screen potential customers for subscription eligibility. They will manage incoming inquiries across various channels and assess customer applications to ensure we serve the best-fit subscribers while minimizing risk.

Customer Support Tasks

Respond to customer questions and concerns via email, SMS, calls, and live chat across multiple merchant platforms.

Provide clear, accurate information and assistance regarding subscriptions, billing, and account management.

Represent our merchants’ brand voice and communication style to ensure seamless customer interactions.

Customer Screening Tasks

Contact applicants directly by phone to verify information and gather additional details.

Analyze customer profiles and application information to make informed recommendations on approval or denial.

Identify potential red flags or inconsistencies in applications to mitigate risk.

General Tasks

Work closely with both Customer Service and Screening teams to share insights and feedback.

Maintain thorough documentation of customer interactions and decisions in the CRM.

Stay up-to-date with policies and processes to accurately represent the company and support compliance.

This role requires strong communication, a proactive approach to problem-solving, and the ability to assess customer intent and eligibility to enhance customer satisfaction and safeguard our services.

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