Client Service Rep in Training

{
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  "source_hash": "e469596a0aca364a16f0a0a9ee3499dc1f51c43e4cbc987943d4a6d625ef1e6f",
  "last_changed_at": "2026-05-30T05:42:07.148Z",
  "active_status": "active"
}

{
  "language": "en",
  "location": {
    "raw": "Lufkin, Texas, 75901, United States",
    "city": "Lufkin",
    "region": null,
    "country": "United States",
    "is_remote": false,
    "confidence": 0.95
  },
  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-06T10:27:37.675Z",
  "launch_scope": {
    "reason": "bamboohr_production_catalog",
    "included": true,
    "location": {
      "raw": "Lufkin, Texas, 75901, United States",
      "city": "Lufkin",
      "region": null,
      "country": "United States",
      "is_remote": false,
      "confidence": 0.95
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": null,
  "salary_period": null,
  "workplace_type": null,
  "salary_currency": null
}

{}

{
  "list_job": {
    "id": "21",
    "isRemote": null,
    "location": {
      "city": "Lufkin",
      "state": "Texas"
    },
    "atsLocation": {
      "city": null,
      "state": null,
      "country": null,
      "province": null
    },
    "departmentId": "18427",
    "locationType": "0",
    "jobOpeningName": "Client Service Rep in Training",
    "departmentLabel": "Client Service",
    "employmentStatusLabel": "Full-Time"
  },
  "detail_errors": [],
  "detail_job_opening": {
    "location": {
      "city": "Lufkin",
      "state": "Texas",
      "postalCode": "75901",
      "addressCountry": "United States"
    },
    "datePosted": "2025-03-18",
    "atsLocation": {
      "city": null,
      "state": null,
      "country": null,
      "countryId": null
    },
    "description": "<p><span style=\"font-family: Arial, sans-serif; font-size: 13px\">The position of Client Service Representative (CSR) In-Training is a growth and development role responsible for working with the Client Service team to build and manage relationships with our clients. Overtime, the CSR In-Training will be responsible for management of assigned clients, and will also serve in a help desk capacity, providing front line support to your team’s client base.  You will collaborate and communicate with other departments in a dynamic and fast-paced environment while providing exceptional customer service.  You will learn to analyze data captured from our clients to determine compliance and exposure. Responsibilities will gradually be given to the CSR In-Training, and will ultimately include, but are not limited to:<br></span></p>\n<ul>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Answering of all phone calls and emails received by: </span>\n<ul>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Providing education, system assistance and work updates to callers as required.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Collaborating with other departments for investigation and resolution.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Routing the call to the proper person or taking a message.</span></li>\n</ul>\n</li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Ensuring client satisfaction, client retention and overall profitability for your assigned clients by:</span>\n<ul>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Maintaining regular contact with clients assigned to build relationships that encourage and foster new and repeat business.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Providing consistent, excellent customer service to client accounts by maintaining open lines of communication and verifying/managing client expectations and communicating them to the LTS Team. </span>\n<ul>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Work with clients to uncover needs, challenges or goals impacting their compliance and exposure.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Map out objectives and deliverables, designing action plans/solutions with timelines to meet goals.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Provide a channel for clients to report software failures, security incidents, problems and/or complaints to Lee TranServices.</span></li>\n</ul>\n</li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Gaining a clear understanding of LTS’s services, systems and procedures to ensure clients expectations can be met and facilitating adjustment where necessary to achieve compliance while ensuring account profitability by:</span>\n<ul>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Providing training on LTS processes and systems, </span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Providing training and best practice guidance on federal and state regulations, and</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Working with clients to update records as required to facilitate compliance or automated processing.</span></li>\n</ul>\n</li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Being aware of and in pursuit of opportunities for account growth and new business, involving Director of Client Service or sales as needed.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Handling client correspondence, complaints, and inquiries and escalating both internally and externally when necessary. </span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Assisting Client Service team to analyze and interpret data to determine the optimal course of action and presenting a comprehensive report of findings/results and recommendations to clients in a variety of formats (formal papers, PowerPoint, etc.).</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Assisting with the implementation and training/web demos for new clients and/or service expansions.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Assisting with coordination of audits. </span></li>\n</ul>\n</li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Attending in-service training to improve skills and to keep abreast of changes in contracts and procedures.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Assisting with development of annual objectives for personal and client growth and ensuring deadlines are met.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Providing back up support to the reception desk as needed.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Maintains a secure environment by ensuring that all Physical Security policies are observed for their workspace.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Ensure that the all guidelines of the Data Classification policy are followed when handling documents and files.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Other duties as required.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold\"><span style=\"font-family: 'Arial',sans-serif\">Requirements:</span></span></p>\n<ul>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Bachelor’s Degree or equivalent experience.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">1+ years of client service experience.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Highly motivated, goal oriented and persistent.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Experienced at troubleshooting; proven analytical and problem solving skills.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Willingness to work cooperatively with others and treat fellow employees with professionalism. </span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Organized and methodical with a meticulous eye for detail.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Ability to work in fast-paced, stressful environment and to multi-task and delegate effectively.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Professional presence and ability to liaise with multiple departments and across all professional levels. </span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Excellent Verbal and Written Communication Skills, including telephone communication and active listening.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Proficient in Microsoft Office Products.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Plans and carries out responsibilities with minimal direction.</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Travel &lt;5%</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold\"><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Equipment Used:</span></span></p>\n<ul>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Computer/Printer</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">10-key calculator</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Scanner</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Copier</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Fax</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 13px\">Telephone </span></li>\n</ul>",
    "compensation": null,
    "departmentId": "18427",
    "locationType": "0",
    "seekPromoted": false,
    "jobCategoryId": null,
    "jobOpeningName": "Client Service Rep in Training",
    "departmentLabel": "Client Service",
    "jobOpeningStatus": "Open",
    "minimumExperience": "Mid-level",
    "jobOpeningShareUrl": "https://leetrans.bamboohr.com/careers/21",
    "employmentStatusLabel": "Full-Time"
  }
}