About the Role
Oversee existing relationships to ensure customer satisfaction; to develop and maintain an open and meaningful customer feedback loop; and monitor company progress.
Ensure clients are satisfied with the services they purchased as well as the level of service they received.
Answer client questions, assess product or service problems, and resolve issues in a variety of ways using best judgment.
Maintain key customer relationships and develop and implement strategies for expanding the company’s service offerings within existing clients.
Develop and maintain an effective method for gaining client feedback as to satisfaction and needs.
Research, analyze and suggest solutions to non-routine claim issues.
Facilitate prompt complaint resolution through direct contact with brokers and upper management.
Preparing valuations of customer portfolios by collecting, analyzing, and summarizing data obtained from customer’s portfolio.
Assist with other related duties.
Skills Knowledge and Expertise
Adaptability - Accepts criticism and feedback. Adapts to changes in the work environment. Changes approach or method to best fit the situation.
Communications - Exhibits good listening and comprehension. Exceptional written and verbal communication skills, specifically, following up to ensure resolution. Excellent phone etiquette and an ability to maintain grace under pressure.
Customer Service - Displays courtesy and sensitivity, while maintaining a positive attitude. Must have a customer service background. Manages difficult or emotional customer situations. Meets commitments. Responds promptly to customer needs. Solicits customer feedback to improve service.
Problem Solving - Develops alternative solutions. Gathers and analyzes information skillfully. Identifies problems in a timely manner. Resolves problems in early stages. Works well in group problem solving situations.
Work Environment - The working conditions of this position include working in a remote fashion and autonomous environment. The environment must be free of distractions and provide a space to conduct business in a confidential manner. Able to work autonomously as well as collaboratively with team in a remote environment.
Medical, Dental, Vision, 401k
PTO: 1 week paid annually
Annualized Performance Bonus
Work From Home
About the Company
As a leading national dealer of precious metals, Birch Gold Group helps Americans diversify their savings with physical gold and silver. Customers can purchase for physical delivery, or they can roll over all or a portion of an existing IRA or eligible 401(k) into a Precious Metals IRA. Our customer satisfaction and record of service is exemplary, and we maintain an A+ rating with the BBB. So no matter your past experience with precious metals, you can rest assured that we will provide you with superior service.