Customer Support Specialist

Description

At Portfolio/Global, we pride ourselves on our responsive, innovative, efficient, and sincere service standards (R.I.S.E).

We are seeking dedicated professionals who are passionate about delivering exceptional service and making a difference in the customer service process.

In addition to offering a hybrid work schedule, Portfolio/Global offers a comprehensive benefits package:

• Paid Company Holidays
• Paid Time Off, including Flex Time (40 Hours of additional Paid Time Off) and Volunteer Time.
• Health/Dental, Visions Insurance
• Life Insurance & Short-Term Disability
• Tuition Reimbursement
• Referral Bonus
• 401(k)
• Additional associate perks

If you're ready to be part of a dynamic team that values integrity and excellence, apply today and help us redefine the customer service experience! Join Our Team at Portfolio/Global!

• Applicants with Tier 1 Tech Customer Support experience are a plus.
• Applicants with HubSpot CRM tool experience are a plus. 
• Applicants with Automotive Dealer experience are a plus. 

Compensation:

• Starting range of pay: $50k+ annually, commensurate with experience and background. Comprehensive Benefits Package!

Work schedule:

• Schedule: Monday-Friday, 9:00 am - 5:00 pm EST.
• Hybrid Schedule: Once training is complete, your supervisor will provide your hybrid schedule. Our office is located in Mansfield, Massachusetts. 

Job Summary & Objective: 

The Customer Support Specialist will provide support for all functions within the Customer Support department, with a primary focus on contract administration assistance, troubleshooting reported issues, and carrying out the various requests sent into Global support. Candidates work with the entire Global staff to ensure the success of Global’s clients with professionalism and enthusiasm, and are the “GO TO PERSON” for all concerns, issues, and direction for everything pertaining to Contract Administration and support while maintaining the company’s philosophies and principles.

Essential Functions:  

• To be the Global SME in ALL environments that pertain to the role and responsibilities.
• Takes the initiative to formally document relevant processes and updates on a regular basis.
• Regularly communicates in a professional, friendly manner and proactively and consistently follows up with a sense of urgency on open items. 
• Takes ownership of incoming support tickets via the CRM platform, responding to all assigned tickets with a sense of urgency and professionalism.
• Provides assistance to all team members when needed.
• Takes incoming calls from account executives, agents, dealers, lenders, and customers, providing problem resolution and assistance with any and all needs. 
• Complete contract administration tasks as requested, such as Contract Entry, Voids, cancels, rerates, customer information updates, etc.
• Process and complete contract and claim data feed imports, creating new upload templates as necessary to carry out tasks.
• Make appropriate dealer information updates and changes in the system and obtain proper documentation, and disseminate to all departments.
• Responsible for all new user setups for both our Dealer Portal and Agent Portal environments, followed by training new users on the portal(s) they will be utilizing.
• Maintain desk area by making sure that everything is organized, neat, clean, and all files and paperwork with personally identifiable information are properly filed in accordance with WISP.
• Consistently works towards providing a wow customer experience in support of the company's mission. 
• Takes ownership of changes and is personally responsible for managing change in an upbeat, positive manner.
• Other Job Duties as assigned. 

Requirements

Education and Qualification Requirements:

• High School diploma or equivalent. 
• 1+ years’ experience in an automotive sales or administration-related environment or 2+ years’ experience in a customer support role.
• Proficient in Microsoft Office products such as Outlook, Word, Excel, Teams, and PowerPoint
• Ability to learn and utilize proprietary software and navigate databases
• Willingness to work beyond normal scheduled hours, as necessary
• Excellent customer service skills.
• A strong sense of urgency and a desire to succeed.
• Strong an