Customer Service Representative

Description

Qualifications:

• High School diploma and a minimum of 3 years of experience in customer service, finance, accounting, or payroll required.
• Strong organization, communication, problem-solving, and decision-making skills required.
• Must be comfortable communicating directly with clients, handling difficult or sensitive conversations, and evaluating situations that may require judgment rather than a strictly defined response.
• Ability to work effectively in a fast-paced environment, manage multiple priorities, and adapt to changing business needs. Strong interpersonal skills and the ability to work collaboratively with clients and internal teams are important for success in the role.
• Microsoft Word, Excel, and Access knowledge is preferred.

Key Responsibilities

• Develops and maintains knowledge of Paychex products and their corresponding systems to accurately make revenue decisions for the company.
• Fields and resolves billing and service concerns from clients and external partners
• Works with active clients to understand the circumstances surrounding past due balances, including billing concerns, service issues, and financial challenges.
• Balances strong customer service and collection effectiveness to mitigate risk and financial exposure to Paychex while supporting revenue recovery and client retention.
• Negotiates solutions with clients, including payment arrangements and other appropriate resolutions within established guidelines.
• Handles client disputes with the support of available resources, working past due receivables to recover as much revenue as possible using established standards and guidelines
• Partners with internal service and sales teams when needed to research and resolve client billing or service concerns that may be impacting payment.
• Researches and analyzes customer accounts and individual client circumstances to support problem solving, sound decision-making, and appropriate resolution.
• Exercises judgment in situations that may not have a single prescribed solution, balancing client needs with business and financial considerations.
• Maintains daily inbound and outbound phone call requirements to meet forecasted call volumes and department standards.
• Communicates with clients through phone and written communication and completes related account follow-up and administrative work.
• Handles daily payroll holds to ensure timely client contact when past due balances are present for customers processing payroll.
• Navigates multiple systems, products, and account information to research issues and determine appropriate next steps.
• Adapts to changing priorities, processes, products, and business needs in a fast-paced environment.
• Adheres to department policies and procedures.
• Participates in ongoing training to enhance product knowledge, systems knowledge, and job-related skills.
• Contributes to a collaborative, professional, and positive team environment.