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

Introduction to blithequark At blithequark, we are dedicated to providing exceptional customer service and support to our clients across various industries. As a leader in professional information, software solutions, and services, we strive to make a positive impact on the lives of our customers and employees. Our mission is to deliver expert solutions that combine deep domain knowledge with specialized technology and services, enabling our customers to make informed decisions every day. Job Overview We are seeking an experienced Customer Service Representative to join our team, specializing in the Change of Agent process. As a crucial member of our customer service team, you will play a vital role in supporting our clients and enhancing their experience during their initial onboarding. This is a remote position, offering the flexibility to work from the comfort of your own home, and you will report to the Manager, Customer Service, working 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 the 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 access to training and development programs, enabling you to enhance your skills and knowledge in the industry. Our collaborative environment encourages teamwork, innovation, and creativity, providing opportunities for career advancement and professional growth. Work Environment and Company Culture blithequark is dedicated to creating a positive and inclusive work environment, fostering a culture of respect, empathy, and understanding. We value diversity and promote equal opportunities for all employees, regardless of their background, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Our remote work setup allows for flexibility and work-life balance, enabling you to thrive in your career while maintaining your personal well-being. Compensation, Perks, and Benefits blithequark offers a comprehensive compensation package, including competitive salary, benefits, and perks. Our benefits program includes medical, dental, and vision plans, 401(k), FSA/HSA, commuter benefits, tuition assistance plan, vacation and sick time, and paid parental leave. We are committed to supporting the well-being and happiness of our employees, providing a positive and rewarding work experience. Conclusion If you are a motivated and customer-focused individual, passionate about delivering exceptional service and support, we encourage you to apply for this exciting opportunity. As a Customer Service Representative at blithequark, you will be part of a dynamic and collaborative team, dedicated to making a positive impact on the lives of our customers. Join our team and embark on a rewarding career journey, filled with growth, learning, and success.