Role Overview
We are seeking a high-integrity professional to join our team in a dual Support and Compliance capacity. This role is critical to maintaining the security of our platforms and the trust of our clients. You will provide expert guidance to our users while strictly adhering to internal security frameworks to prevent unauthorized account access.
Key Responsibilities
- Secure Client Communication: Assist customers via phone with a focus on problem-solving and professional de-escalation.
- Identity Verification & Access Control: Execute rigorous identity verification protocols for every interaction. You will ensure that only authorized parties can request or view sensitive account data.
- Software Mastery: Maintain proficiency in our internal ecosystem (3 core platforms) to troubleshoot and resolve client issues efficiently.
- Customer Success & Digital Adoption: Guide customers through the self-service portal, helping them manage driver profiles, generate operational reports, and maintain accurate contact records in our CSM application.
- Policy-Driven Account Management: Process administrative account updates and transaction adjustments strictly within company and PCI-compliance guidelines.
- Fraud Detection: Monitor for and report any irregularities or suspicious patterns to the Security & Management team immediately.
Qualifications & Integrity Standards
- Unwavering Professionalism: Ability to remain calm and focused, ensuring security protocols are never bypassed for the sake of speed.
- Technical Aptitude: Experience navigating complex CRM or ERP systems with high attention to detail.
- Security-First Mindset: You understand that protecting client data is the highest priority of the role.
- Background Verification
