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Job Details

Knowledge, Skills, Abilities

Knowledge

The successful candidate must have proficient knowledge in the following areas:

Basic reading, writing, and arithmetic skills required
Computer literate with the ability to learn customer service software applications
Ability to type 30 wpm
Internet including browser and email applications
Sales, customer service, or call center experience
Microsoft Word, Excel, and online meeting software

Skills

The successful candidate must demonstrate the following skills:

Data entry on a keyboard
Visually able to interpret data from screen or written documents
Understand and carry out written and verbal instructions
Communicate clearly and concisely in verbal and written form
Physically able to maintain continuous hours of sitting at a work station and answering high volume of incoming calls
Ability to perform mathematical calculations with speed and accuracy (use of calculator acceptable)

Abilities

The successful candidate must have the ability to:

Educate and explain to members all areas of products, programs, services and procedures.
Make independent judgments and post transactions
Make sound decisions regarding members' accounts to benefit both BetterInvesting and the member
Demonstrate strong communication skills – oral and written – with members (current and prospective), other departments, peers and management
Get involved in solving unique/complex problems
Understand the basis for procedures and deals appropriately with departures from the standards
Meet individual goals as applied to job function

Qualifications

To perform this job satisfactorily, a successful candidate must be able to perform each essential function satisfactorily.

Member / Customer Services Representative II

Job Code Number

8082209

Job Description

About NAIC / BetterInvesting

As a non profit organization, our mission is to educate individual investors and investment clubs to become successful lifelong investors. You can read more about our organization, founded in 1951, at www.betterinvesting.org.

Why Work at This Company?

BetterInvesting provides generous paid time off, work/life balance, and a wide range of benefits. All employees have a voice.

Job Summary

Handles incoming telephone as well as email inquiries and responds appropriately including promotion of BetterInvesting programs, products, and services.
In addition, this position is responsible for accurately dealing with varied and sometimes complex member service issues.
Member Service Representatives provide technical support to product users by researching and answering questions and troubleshooting problems.
Must demonstrate a strong commitment toward giving quality member service and achieving department/organizational goals.
Should understand, or be ready to learn, the mission, investment principles and philosophy of NAIC / BetterInvesting and how NAIC / BetterInvesting relates to its members and its volunteers.
Thoughts/ approach to investing must align with the core principles of the NAIC d/b/a BetterInvesting.

Essential Functions

Answer incoming calls in a courteous, friendly and professional manner.
Seize opportunities to sell memberships/products when they arise.
Build sustainable relationships and engage customers by going the extra mile.
Place orders and take member mailing/billing information; research and resolve billing issues.
Interview members and input into CRM system in an accurate and timely manner.
Research and resolve complaints to ensure member retention and satisfaction.
Assist members with navigation of our website; as well as helping them install or use company software and web-based tools.
Provide answers to customer inquiries by identifying problems, researching answers, and guiding users through corrective steps.
Meet or exceed daily, weekly, and monthly call targets.
Complete call logs and reports.
Recognize, document and alert the supervisor of trends in customer calls.
Perform outbound calls in conjunction with department revenue generation and retention initiatives.
Perform additional duties as assigned.

BetterInvesting offers employees:

Pay listed does not include bonuses which our team frequently earns.
Medical / Vision / Dental
Company Matching 401K
Generous Paid Time Off
Life & Disability Insurance
Flexible Spending Account
Employee Assistance Plan
Work/Life Balance
Everyone has a voice
Full-time
Willing to train/training program
and more...

Additional Requirements

Knowledge, Skills, Abilities

Knowledge

The successful candidate must have proficient knowledge in the following areas:

Basic reading, writing, and arithmetic skills required
Computer literate with the ability to learn customer service software applications
Ability to type 30 wpm
Internet including browser and email applications
Sales, customer service, or call center experience
Microsoft Word, Excel, and online meeting software

Skills

The successful candidate must demonstrate the following skills:

Data entry on a keyboard
Visually able to interpret data from screen or written documents
Understand and carry out written and verbal instructions
Communicate clearly and concisely in verbal and written form
Physically able to maintain continuous hours of sitting at a work station and answering high volume of incoming calls
Ability to perform mathematical calculations with speed and accuracy (use of calculator acceptable)

Abilities

The successful candidate must have the ability to:

Educate and explain to members all areas of products, programs, services and procedures.
Make independent judgments and post transactions
Make sound decisions regarding members' accounts to benefit both BetterInvesting and the member
Demonstrate strong communication skills – oral and written – with members (current and prospective), other departments, peers and management
Get involved in solving unique/complex problems
Understand the basis for procedures and deals appropriately with departures from the standards
Meet individual goals as applied to job function

Qualifications

To perform this job satisfactorily, a successful candidate must be able to perform each essential function satisfactorily.

Organization Profile

Employer Name:

National Association of Investors Corp

Address:

570 Kirts Blvd.

Address Line 2:

Suite 237

City:

Troy

State/Province/Region:

Zip/Postal Code:

48084

Description:

Established in 1951, we're a national 501c3 nonprofit organization that has helped more than 5 million people from all walks of life learn how to improve their financial future. We provide unbiased investment education and powerful online stock analysis tools to create successful lifelong investors.

Job Summary

Organization

BetterInvesting

Employer Website

Location

Troy, Michigan 48084

Job Code Number

8082209

Positions Available

Expiration Date

11/3/2021

O*NET Code

43-4051.00

O*NET Occupation

Customer Service Representatives

Salary

$33,000.00/yr

Education Level

High School Diploma/Equivalency

Job Characteristics

Full-time
Medical benefits provided
Willing to train/training program

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Job Details

Member / Customer Services Representative II

Organization Profile

Job Summary

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