Customer Service Rep. (Military & Veteran-Friendly | Commission-Based Compensation)

Military & Veteran-Friendly Workplace
We are proud to be an equal opportunity employer and welcome applicants from all backgrounds. Military veterans, transitioning service members, and military-connected candidates are strongly encouraged to apply. Military training and experience often translate well to customer service, communication, and client support roles.

Overview
We are seeking a personable, detail-oriented, and professional Customer Service Representative to support our clients within a commission-based compensation structure. This role offers an excellent opportunity for individuals with strong communication skills, technical proficiency, and a genuine passion for helping others. The ideal candidate will serve as a primary point of contact for clients, ensuring every interaction is handled with professionalism, accuracy, and care.

Key Responsibilities

• Serve as the first point of contact for clients, handling inbound and outbound calls and multi-line phone systems with professionalism and courtesy
• Respond to client inquiries via phone and email, providing accurate information and timely follow-up
• Perform accurate data entry and documentation to maintain organized, compliant client records
• Create, edit, and manage client-facing documents using Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace
• Coordinate calendar management and appointment scheduling for clients and team members
• Resolve client concerns and escalate issues as needed, demonstrating excellent phone etiquette and service standards
• Support administrative functions including supply inventory, mail distribution, and record keeping
• Assist with bookkeeping and administrative tasks using QuickBooks or similar accounting software, as needed
• Maintain and improve client communication systems to enhance service efficiency and satisfaction
• Handle confidential client information with discretion and maintain professionalism at all times

Qualifications & Requirements

• Proven experience in customer service, client relations, call center, or related roles
• Strong computer literacy, including proficiency in Microsoft Office Suite, Google Workspace, and data entry
• Excellent communication, organizational, and time-management skills in a fast-paced environment
• Bilingual abilities are preferred to effectively support a diverse client base
• Experience with QuickBooks or bookkeeping is a plus
• Exceptional customer service skills with professional phone etiquette; experience in medical, dental, or insurance reception is advantageous
• Strong proofreading skills, typing accuracy, and attention to detail
• Previous experience as a receptionist, customer service rep, or client support professional is beneficial
• Ability to handle sensitive and confidential client information responsibly

Work Environment & Opportunity
This position offers a professional and supportive work environment where your communication skills and client-service expertise will directly contribute to the success of our team. We welcome motivated individuals who are eager to grow professionally, develop their skills, and deliver outstanding client experiences.

Equal Opportunity & Veteran Outreach Statement
We are an equal opportunity employer and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, or any other protected status.

We strongly encourage military veterans and military-connected candidates to apply. Military experience often translates well to customer service, communication, and client support roles, and we value the diverse skills, discipline, and professionalism veterans bring to the workplace.

Pay: $1,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Work Location: Hybrid remote in Charlotte, NC 28209