Customer Service Administrator Job at BBSI West Valley in Sandy

Job Overview—Customer Service

Responsibilities include, but are not limited to:

• Office Administration

• Accounting Administration

o Daily ValuSource order entry

o Daily TL Transaction Review | Events, Subscriptions & eStore

o Expired, canceled, non-payment for membership, subscriptions, databases

o Back-up: Credit, transfer, refund

o Primary: CPE On Demand and Ultimate Training Pass code creation

o Review/Approve Surgent Bill for payment (pending)

o Credit Card | Recurring Payment Processing:

o Declined Credit Card | Recurring Payment Processing

• Records Administration

o Primary: New records review

o Primary: Manage duplicate records

o Back-up: Completed recertification digital certificate issuance

o Back-up: Managing credential and membership status changes

o Address updates and name changes

• Executive Administration

o State Chapter coordination

§ Relationship management with State Chapter leaders

§ Coordinate event scheduling and creation of events in TL

§ Co-host virtual state chapter events

§ Initiate CPE issuance

§ Reconcile revenue and initiate payment of State Chapter royalties

• Member/Client Service Customer Support

o Password management for NACVA member/client accounts

o Under 60 days past due dues processing (but need to figure out the logistics with MCS campaigns) – confirm with Parnell

o Primary: Managing intake, triage and responding to NACVA1 email address

CPE and Event Administration

· Post-event CPE issuance

· Fielding and responding to queries relating to CPE

· Weekly event attendance report

· Pre-event attendee reconciliation, and event roster management – new

· Validate and issue manual CPE items for older CPEOD, Value Examiner

· Cross-train on LMS course management

o to assist with customer-facing issues, as back-up for the education team

Requirements

The individual in this position must possess a strong confidence in technology along with a good administrative background for maintaining the overall functions of an office. This position requires

effective project management skills and an entrepreneurial spirit. It will be necessary for this individual to work effectively in a collaborative, team environment, and with outside consultants/contractors.

Qualifications

• Three to five years of office management and/or administrative assistant experience and can work well independently.

• Must possess strong Microsoft Office (Word, Excel, PowerPoint) computer skills and possess the ability to learn new software applications with relative ease.

• Must possess strong written and verbal communication skills, interpersonal skills, and project management/organizational skills.