Document Collection

Document Collection - HTML Agent

As an HTML agent, you will be required to ensure customer interactions with the organization are positive and leave the customer satisfied. Your role includes taking customer phone calls and collecting relevant information and documentation. In this role, you will be responsible for several administrative tasks including maintaining records, data management, and updating documentation and records.

Key Responsibilities include, but are not limited to:

- Meeting or exceeding document collection goals
- Meeting and exceeding KPIs set by the business.
- Maintaining a positive, empathetic, and professional attitude toward customers at all times.
- Respond promptly to the customer or departmental inquiries.
- Communicating with customers through various channels.
- Acknowledging and resolving customer complaints.
- Follow processes, procedures and protocols set by the business.
- Knowing our products inside and out so that you can answer questions.
- Keeping records of customer interactions, transactions, comments, and complaints.
- Communicating and coordinating with colleagues as necessary.
- Providing feedback on the efficiency of the customer service process.
- Ensure customer satisfaction and provide professional customer support.
- Striving to improve customer satisfaction through excellent customer service.
- Each client or potential client will be treated in a respectful manner.
- Transfer the client to the relevant departments in the event of a problem or request from the client such as a cancellation request.
- High time management ability while understanding that talk time and productivity are top values.

Job-related knowledge, Competencies and skills Required:

- Employed at Lead Capital Group for 3 months or longer.
- Excellent oral and written communication skills
- Superior interpersonal skills
- Ability to take initiative and work independently.
- Exceptional organizational skills
- Strong knowledge of industry standards
- Confident approach to clients
- Extremely motivated and self-driven
- Ability to work in a competitive and stressful environment.
- Someone who has a bias for action and can get things done.
- Has a commitment for “overachievement” - you have a never quit attitude, with high levels of resilience, agility and buy-in to overachieve regardless of challenges you may face
- Ability to work autonomously and be part of a team.
- Exceptionally resilient
- Excellent listening skills