PURPOSE

The Service Specialist I position is designed to be an integral part of the Operations Account Teams. This position focuses on providing level one support for customers by focusing on continuous improvement, efficiency and providing a consistent level of service for customers and support for Account teams. In addition, the Service Specialist I position works closely with the customer facing teams and our carrier partners to execute the day-to-day operation as a highly transactional service team.

ESSENTIAL DUTIES & RESPONSIBILITIES

Proving a high level of customer service by way of transactional services and clear communication
Assisting customer facing teams by using proper Salesforce macros, templates and flows.
Improving on time management, organization and planning skills
Consistent Monday-Friday work schedule




Communicate daily with both customer facing teams and customers via Salesforce tools
Work with scalable processes that enable the team to be efficient while providing a focused high level of customer service

REQUIRED KNOWLEDGE/SKILLS/ABILITIES

Internal systems
Microsoft programs
Salesforce
Carrier relationships
Communications
Time Management
Relationship Management
Problem Resolution

QUALIFICATIONS:

High School Diploma required
1+ years’ internal experience

PHYSICAL DEMANDS & WORK ENVIRONMENT
Work Environment: Job is typically performed in a general office environment.

📌 Service Specialist I (Monterrey)
🏢 Wwex Group
📍 Monterrey