Marketing/Customer Service Consultant


Financial Services

Advert ID




Job Type




Salary Range


No. of Openings


Branch Information

Milwaukee, WI - Commons - (USA) 720 East Wisconsin Avenue WI Milwaukee , WI 53202

Branch Phone Number


Job Description

Seeking a Marketing/Customer Service Consultant for a contract position lasting through 11/2020, working for our client in the insurance/financial services industry, located in downtown Milwaukee.


* Free daily lunch

* Reputable and digitally innovative client

* Competitive hourly wages


Primary responsibility includes addressing how-to and/or consultative marketing questions via phone or email.

Deliver a distinctive client experience

* Successfully resolves questions inquiries from Financial Reps

* Takes ownership of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers

* Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.

* Educates Financial Representatives on our systems and provides service to troubleshoot orders

* Exhibits skill in de-escalating servicing concerns

* Achieves productivity standards and goals while maintaining the highest level of customer service

Critical Thinking/Problem Solving

* Handles phone responsibilities while maintaining a high level of confidential and personal information appropriately

* Ability to multi-task between phone and casework duties with the high degree of accuracy and quality

* Ability to work independently and with your team to consistently identify opportunities improve work progresses

* Researches and evaluates possible solutions using available resources

* Manages casework in accordance with area service and/or productivity standards

* Adheres to strict confidentiality and privacy standards

Change Agility

* Welcomes change and embraces an environment where continuous improvement is expected from all employees

* Demonstrates a willingness to shift work priorities to meet the needs of the business and customer demand

* Identify opportunities for improvement and is an advocate for delivering viable solutions/alternatives

Digital Savvy

* Ability to perform keyboarding/computer skills accurately and efficiently

* Demonstrated ability to use computer software packages, including Word, Excel, and PowerPoint

* Experience entering data into a CRM system (i.e. Microsoft Dynamics) a plus.

* Customer service capabilities; troubleshooting; tech savvy; understands how to navigate a computer; fast learner

What this role needs:

* Minimum of 2 years of relevant work experience in a fast-paced call center environment.

* Customer service experience in the insurance or financial industries and/or previous call center experience preferred.

* Minimum of Associate's degree in business or a related field.

* Exposure to marketing tools and concepts preferred.

* Tech savvy; understands how to navigate a computer; fast learner

If this description describes your perfect position, please apply.