Experienced Customer Service Representative for Change of Agent Process – Remote USA Position at blithequark

Introduction to blithequark

At blithequark, we are committed to providing exceptional customer service and support to our clients. As a leader in professional information, software solutions, and services, we help our customers make informed decisions every day. Our team is dedicated to delivering expert solutions that combine deep domain knowledge with specialized technology and services. We are now seeking an experienced Customer Service Representative to join our team and play a crucial role in supporting our clients during their initial onboarding process.

Job Overview

As a Customer Service Representative (Change of Agent) at blithequark, you will be responsible for efficiently managing the Change of Agent process from initial client inquiry through compliance audit, order processing, and sending the deliverables to the client, following up as necessary. You will handle various operational tasks and assist customers with more complex inquiries. This position offers an opportunity to further develop your skills in a dynamic and collaborative environment. This is a remote position, and you will report to the Manager, Customer Service and work under the leadership of the Associate Director, Customer Service.

Key Responsibilities

• Efficiently manage the Change of Agent process from initial client inquiry through compliance audit, order processing, and sending the deliverables to the client, following up as necessary.
• Prepare and file change and resignation of agent documents with various Secretaries of State, both online and via PDF, as required by each jurisdiction. Communicate effectively with teammates regarding any hold-ups or issues in the Change of Agent process.
• Manage and track the status of ongoing projects and submitted filings.
• Conduct entity compliance audits using Secretary of State websites and other agency resources (e.g., Department of Insurance).
• Maintain filing fee and requirement reference charts; update the forms library and state web links as needed.
• Assist the manager in training new and existing employees; support other areas in the Client Services and Registered Agent Departments as needed.
• Develop, maintain, and update knowledge about the department, services, company, industry, and related departments such as sales, marketing, and accounting.
• Perform other duties as assigned.

Essential Qualifications

• Bachelor’s degree and/or 2 years equivalent experience in customer service or legal industry.
• Intermediate level skills with MS Office; Word, Excel, and Outlook are required.

Preferred Qualifications

• Effective communication (verbal and written); keeps open and respectful lines of communication; treats others with respect and dignity.
• Analytical critical thinking and problem-solving skills.
• Highly detail-oriented with strong organizational skills.
• Ability to work independently, in a team environment, and with minimal supervision.
• Capable of multitasking and managing multiple time-sensitive projects in a fast-paced, high-energy environment.
• Knowledge of general corporate procedures and/or willingness to learn.
• Skilled in gathering, organizing, analyzing, and compiling data.
• Maintains flexibility, manages time effectively, and demonstrates consistent attendance and punctuality.
• Shares information and knowledge to assist coworkers; develops relationships with clients and manages expectations.
• Identify ways to increase efficiency and simplify processes.
• Makes responsible financial decisions for the company and clients.
• Maintains professionalism, a positive attitude, and a professional demeanor and appearance.
• More interested in the solution than the problem.

Career Growth Opportunities and Learning Benefits

At blithequark, we are committed to the growth and development of our employees. As a Customer Service Representative, you will have the opportunity to develop your skills and knowledge in a dynamic and collaborative environment. You will work with a team of experienced professionals who are dedicated to delivering exceptional customer service and support. We offer a range of training and development programs to help you achieve your career goals and advance in your career.

Work Environment and Company Culture

At blithequark, we pride ourselves on our positive and inclusive company culture. We believe in fostering a work environment that is collaborative, supportive, and respectful. Our team is dedicated to delivering exceptional customer service and support, and we are committed to making a positive impact on our clients and our community. We offer a range of benefits and programs to support our employees, including flexible working arrangements, professional development opportunities, and a comprehensive benefits package.

Compensation, Perks, and Benefits

At blithequark, we offer a competitive compensation package and a range of benefits and perks to support our employees. Our benefits package includes medical, dental, and vision plans, 401(k), FSA/HSA, commuter benefits, tuition assistance plan, vacation and sick time, and paid parental leave. We also offer a range of perks, including flexible working arrangements, professional development opportunities, and a comprehensive wellness program.

Conclusion

If you are a motivated and experienced customer service professional looking for a new challenge, we encourage you to apply for this exciting opportunity at blithequark. As a Customer Service Representative (Change of Agent), you will play a crucial role in supporting our clients and enhancing their experience during their initial onboarding process. You will work with a team of experienced professionals who are dedicated to delivering exceptional customer service and support. Apply now to join our team and take the first step in your new career.