Customer Service Representative - Change of Agent
Wolters Kluwer
Job Summary
As a Customer Service Representative (Change of Agent), you will play a crucial role in supporting clients and enhancing their experience during initial onboarding. This involves efficiently managing the Change of Agent process from inquiry through compliance audit, order processing, and sending deliverables. Key tasks include preparing and filing change and resignation documents with Secretaries of State, tracking project status, conducting entity compliance audits, and maintaining reference charts. You will also assist in training new employees and developing knowledge about department services, contributing to a dynamic and collaborative environment.
Must Have
- Bachelor’s Degree and/or 2 years equivalent experience in customer service or legal industry
- Intermediate level skills with MS Office (Word, Excel, Outlook)
- Effective communication (verbal and written)
- Analytical critical thinking and problem-solving skills
- Highly detail-oriented with strong organizational skills
- Ability to work independently, in a team environment, and with minimal supervision
- Capable of multitasking and managing multiple time-sensitive projects in a fast-paced, high-energy environment
- Knowledge of general corporate procedures and/or willingness to learn
- Skilled in gathering, organizing, analyzing, and compiling data
- Maintains flexibility, manages time effectively, and demonstrates consistent attendance and punctuality
Perks & Benefits
- Growth potential opportunities
- Professional development
- Engaging team environment
- Medical Plans
- Dental Plans
- Vision Plans
- 401(k)
- FSA/HSA
- Commuter Benefits
- Tuition Assistance Plan
- Vacation Time
- Sick Time
- Paid Parental Leave
- Bonus eligibility
Job Description
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Customer Service Representative - Change of Agent page is loaded
remote type
Hybrid (8 days/month)
locations
USA-TX-Austin-Southwest Pkwy
time type
Full time
posted on
Posted Today
job requisition id
R0053847
Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.
Who We Are: Wolters Kluwer: The world is a big place, find your place here.
What We Offer:
The Customer Service Representative role offers growth potential opportunities, professional development, an engaging team environment, and amazing benefits.
What You'll be Doing:
As a Customer Service Representative (Change of Agent), you will play a crucial role in supporting our clients and enhancing their experience during their initial onboarding. In this role, you will efficiently manage the Change of Agent process from initial client inquiry through compliance audit, order processing, and sending the deliverables to the client, following up as necessary. You will handle various operational tasks and assist customers with more complex inquiries. This position offers an opportunity to further develop your skills in a dynamic and collaborative environment.
Key Tasks:
- Identify and develop new business opportunities within assigned market.
- Efficiently manage the Change of Agent process from initial client inquiry through compliance audit, order processing, and sending the deliverables to the client, following up as necessary.
- Prepare and file change and resignation of agent documents with various Secretaries of State, both online and via PDF, as required by each jurisdiction. Communicate effectively with teammates regarding any hold-ups or issues in the Change of Agent process.
- Manage and track the status of ongoing projects and submitted filings.
- Conduct entity compliance audits using Secretary of State websites and other agency resources (e.g., Department of Insurance).
- Maintain filing fee and requirement reference charts; update the forms library and state web links as needed.
- Assist the manager in training new and existing employees; support other areas in the Client Services and Registered Agent Departments as needed.
- Develop, maintain, and update knowledge about the department, services, company, industry, and related departments such as sales, marketing, and accounting.
- Perform other duties as assigned.
You're a Great Fit if You Meet These Requirements:
- Bachelor’s Degree and/or 2 years equivalent experience in customer service or legal industry.
- Must be Intermediate level skills with MS Office; Word, Excel and Outlook are required.
- Effective communication (verbal and written); keeps open and respectful lines of communication; treats others with respect and dignity.
- Analytical critical thinking and problem-solving skills.
- Highly detail-oriented with strong organizational skills.
- Ability to work independently, in a team environment, and with minimal supervision.
- Capable of multitasking and managing multiple time-sensitive projects in a fast-paced, high-energy environment.
- Knowledge of general corporate procedures and/or willingness to learn.
- Skilled in gathering, organizing, analyzing, and compiling data.
- Maintains flexibility, manages time effectively, and demonstrates consistent attendance and punctuality.
- Shares information and knowledge to assist coworkers; develops relationships with clients and manages expectations.
- Identify ways to increase efficiency and simplify processes.
- Makes responsible financial decisions for the company and clients.
- Maintains professionalism, a positive attitude, and a professional demeanor and appearance.
- More interested in the solution than the problem.
We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference
Additional Information:
Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available at https://www.mywolterskluwerbenefits.com/index.html
Diversity Matters: Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.
The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They’re not intended to be an exhaustive list of all duties and responsibilities and requirements.
Our Interview Practices
To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
Compensation:
33,500.00 - 56,100.00 USD
This role is eligible for Bonus.
Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.
Additional Information:
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
Be the Difference
If making a difference matters to you, then you matter to us.
Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day.
We’re innovators with impact. We provide expert software and information solutions that the world’s leading professionals rely on, in the moments that matter most. You’ll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world.
You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong.
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About Wolters Kluwer
Wolters Kluwer reported 2023 annual revenues of €5.6 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,400 people worldwide.
Our customers work in industries which impact the lives of millions of people every single day. Our mission is to empower our professional customers with the information, software solutions, and services they need to make critical decisions, achieve successful outcomes, and save time.
Our expert solutions combine deep domain knowledge with technology to deliver both content and workflow automation to drive improved outcomes and productivity for our customers.
We are committed to helping professionals improve the way they do business and solve complex problems with our range of digital solutions and services, which we continuously evolve to meet their changing needs. Our 188-year legacy and portfolio represent thousands of customers worldwide.
For more information about our solutions and organization, visit www.wolterskluwer.com, follow us on Twitter, Facebook, and LinkedIn.
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Tips & Tricks - Resumes
Wolters Kluwer has a dedicated team of experienced talent acquisition professionals who are ready to hear what makes you tick and share how Wolters Kluwer can help you achieve your goals and ambitions. Here Rasi Fawaz shares some tips on what recruiters are looking for on a resume.
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Building Diverse Teams
!Building diverse teams' image
As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking. We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce – one that represents the diversity of those we serve and the communities where we live and work.
We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion.
This principle is ingrained in our company values and articulated in our Code of Business Ethics.
Read More
Our Global Well-being Program
At Wolters Kluwer, you’ll feel valued for your contributions, and you’ll know that your health, safety, and well-being are important to us. Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous.
In 2024 we were awarded Ragan’s Top Places to Work for Employee Wellbeing: Large Organization, in recognition of our commitment to maintaining and enhancing the well-being of our colleagues through our ‘Together we thrive’ well-being program.
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Equal Opportunity Employer
To ensure we continue to drive innovation that enables us to develop products and services to best serve our customers, we cultivate a workplace culture rooted in mutual respect, bringing forward insights from a wide range of backgrounds, perspectives, and experiences. We are also committed to complying with laws requiring equal opportunity in hiring, promotion, and other employment decisions.
All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases.
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