Customer Service Representative

Assist customers with tax software inquiries through phone and chat, troubleshoot issues, and guide users through step-by-step resolutions. Explain account requirements, resolve customer concerns, and provide accurate, empathetic support.

Document account information and customer interactions in client systems to support compliance and follow-up. Manage multiple calls in a fast-paced environment while recommending relevant tax-related features and services when appropriate.

Assisted customers with healthcare-related questions by phone, using active listening to understand concerns and provide clear, patient support. Helped customers navigate available services and next steps, escalating complex or sensitive matters to the appropriate team.

Accurately documented interactions, updates, and follow-up information while maintaining confidentiality and following established procedures. Managed a steady contact volume with empathy, professionalism, and attention to detail.

Handled high-volume inbound customer calls, identified reasons for contact, and resolved questions and concerns efficiently. Used active listening and problem-solving skills to troubleshoot account and service issues and explain solutions clearly.

Navigated multiple systems to research information, update accounts, and provide accurate support. Documented actions and resolution details while meeting productivity, attendance, quality, and customer service expectations.

Supported small business owners and accountants with questions related to QuickBooks products, billing, and account management. Researched and resolved complex issues using internal tools and documented details clearly in customer accounts.

Managed high-volume inquiries while delivering accurate information based on company policies and customer needs. Identified opportunities to upsell premium features and cross-sell complementary services that improved customer workflows.

Handled high-volume inbound calls, greeted visitors, and directed inquiries to the appropriate departments while maintaining a professional and courteous tone. Documented visitor information and maintained accurate records in company systems to support security and compliance.

Assisted clients and staff with questions and requests using empathetic communication. Supported front-desk operations by coordinating schedules, answering questions, promoting company services, and following established procedures.

Completed Bachelor of Science degree in Data Science.