Customer Service Representative

Join to apply for the Customer Service Representative role at CSI Group

The pay range will be based on skills and experience, please discuss with the recruiter.

$19.00/hr - $20.00/hr

Do you thrive on helping others and delivering exceptional service? As a Customer Service Representative (CSR), you’ll be the first voice of CSI Group, connecting with our members, answering questions, and resolving concerns with care and professionalism. Your work helps ensure that every member experience reflects our mission, values, and commitment to simplifying financial security for families nationwide.

• Voice of CSI: Manage a high volume of incoming calls with empathy and accuracy, addressing inquiries about member accounts, tax updates, appointments, and payments.
• Create Exceptional Experiences: Deliver caring, respectful, and professional service that reflects our CAPTAG values in every interaction.
• Collaborate as a Team Player: Partner with fellow CSRs and Advisors to ensure seamless support and consistent member experiences.
• Coordinate Appointments: Schedule meetings and calls for Advisors and tax professionals, ensuring smooth coordination and member convenience.
• Handle Transactions: Process payments securely and accurately while maintaining confidentiality and compliance.
• Resolve with Care: Address and resolve member concerns promptly, ensuring satisfaction and positive outcomes.
• Keep Records Current: Document all member interactions accurately in our systems.
• Strengthen Internal Communication: Collaborate with the CSR Manager and other departments to identify trends and recommend process improvements.
• Champion Continuous Growth: Share ideas that enhance efficiency, improve workflows, and elevate the overall member experience.

• Education: Bachelor’s degree preferred; high school diploma or equivalent required.
• Experience: 1+ years in customer service or member‑facing role.
• Communication: Strong verbal and written communication; excellent interpersonal skills.
• Calm Under Pressure: Composed and solution‑oriented in challenging situations.
• Tech‑Savvy: Proficient in Microsoft Office (Word, Excel) and comfortable navigating multiple systems.
• Attention to Detail: Consistently accurate when managing high volumes of information.
• Flexibility: Adaptable and ready to shift priorities to support team needs.

Entry level

Full‑time

Customer Service

• Medical insurance
• Vision insurance
• 401(k)
• Tuition assistance
• Disability insurance