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Data Entry Clerk/ Office Assistant Customer

About Us
At Coffman Retirement Group, we assist our neighbors and friends in the Huntsville, Alabama community to get on track towards a secure financial future heading into retirement. We value our community and all those within it, and work everyday to offer them a variety of insurance products to pave a path towards reaching their financial goals. Their needs, goals and demands are the ground on which we have built our business, and our greatest fulfillment lies in seeing our clients living the retirement life they’ve always dreamed of.

Job Requirements:

Responsibilities :

  • Courteous client care and service
  • Answering phones and addressing client concerns
  • Computer work
  • Filing and record keeping
  • Properly authenticate each caller before verifying or releasing any information
  • Place outgoing and receive incoming calls to and from Client regarding compensation and pension exams
  • Verify and modify personal information
  • Obtain scheduling availability and traveling availability
  • Confirm or reschedule appointments
  • Properly modify changes and document information in OMS
  • Forward calls to staff members in other departments
  • High School diploma or GED equivalent required; some college preferred
  • Fluency in Spanish, preferred
  • Previous customer service experience
  • Ability to work in a high paced environment
  • Ability to multitask efficiently
  • Knowledge of VA C&P exams preferred
  • Ability to solve problems
  • Ability to utilize Microsoft Outlook / Word /Excel programs
  • Ability to maintain a positive and professional attitude
  • Verbal, communication, and customer service skills
  • Ability to maintain high level of confidentiality and sensitivity to personal and medical information

Benefits :

  • Top-of-the-line benefits including health, vision, dental, and life insurance
  • Competitive compensation
  • Flexible work schedule
  • 401K with company match
  • Generous PTO
Full time
Charlotte, NC 28245, US