Jennifer Huseth

Reviewed client account breakdown and identified relevant issues and trends.

Captured additional product lines utilized by clients, including e-sign and withholding notice mailings.

Analyzed tax reporting processes, focusing on transmission versus online submissions and error history.

Facilitated warm handoff communications with clients to enhance implementation processes.

Assigned representatives based on account classifications for FAO and SAO implementations.

Coordinated hot list checks and gathered topics for client discussions during calls.

Accumulated relevant documents to support resolution of financial organization inquiries.

Discussed value-added services, including upcoming webinars and recent newsletters.

Call center duties primarily involve handling customer interactions via phone, email, or chat, and resolving customer inquiries, complaints, and requests. Call center representatives are the first point of contact for customers and are responsible for providing information, processing orders, and escalating complex issues.

Core Responsibilities:

• Answering inbound calls:Responding to customer inquiries, providing product information, and guiding customers through processes.
• Resolving customer issues:Addressing complaints, troubleshooting problems, and finding solutions that satisfy the customer.
• Provide IRA Compliance
• Stay up to date on IRS Rules and Regulations with any legislative changes.
• Providing customer support:Offering guidance, troubleshooting, and assistance to customers regarding products, services, or account information.
• Maintaining professionalism:Demonstrating patience, empathy, and a positive attitude in all customer interactions.