Customer Care Agent
Irvine, California, United States
• Acted as the primary point of contact for TaxRise clients, providing exceptional customer service and addressing inquiries regarding tax-related matters; met a quota of 40 client calls a day.• Navigated clients through their tax-related inquiries, explaining complex concepts, procedures, amd paperwork in a clear and concise manner; escalated complex issues to appropriate departments• Managed case manager schedules, helped set clients up with appointments, and became familiar with appointment-based applications such as Google Calendar and Calendly. • Collaborated with tax professionals and case managers to ensure a seamless and positive client experience. • Followed up with clients to provide updates on their cases, addressing any concerns or questions, and updated client portals with up-to-date interactions and information.