Universal Agent

Job not on LinkedIn

🔥 4 minutes ago

🏰 Missouri – Remote

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💵 $18 - $27 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Logo of H&R Block

H&R Block

10,000+ employees

Founded 1955

💸 Finance

👥 B2C

🤝 B2B

Finance • B2C • B2B

H&R Block is a U. S. -based tax preparation and financial services company that provides in-person and online tax filing, tax professionals, small business bookkeeping and payroll, and related financial products such as refund advances and prepaid cards. Founded in 1955, it operates retail tax offices, franchises, and digital platforms to serve consumers and small businesses with tax, accounting, and financial solutions.

📋 Description

• Deliver cross-functional support across DIY, Assisted, and Retail lines of business through phone, chat, email, and social channels • Apply broad product and service knowledge to minimize transfers and ensure seamless client experiences • Independently manage and resolve moderately complex and Tier-2 escalations, including complaints and product defects • Identify patterns and root causes and coordinate with support teams as needed • Communicate proactively with clients throughout the case lifecycle • Provide status updates, complete follow-ups, and ensure timely case closure • Use knowledge bases and internal systems to research, resolve, and accurately document client issues • Apply retention strategies to strengthen relationships, reduce churn, and promote loyalty • Conduct outbound satisfaction checks, follow-ups, and targeted retention or engagement campaigns • Participate in training, mentor new associates, contribute to process improvements, and provide feedback on knowledge base content and cross-functional workflows • Adhere to performance, quality, and compliance standards while using contact-center systems, tools, and documentation protocols

🎯 Requirements

• High school diploma or equivalent • Ability to remain calm and empathetic when dealing with upset clients • Capability to work independently and meet set goals in a remote work environment • Demonstrated problem-solving and critical thinking skills to determine the causes of customer issues and troubleshoot them effectively • Excellent verbal, written, and interpersonal communication skills • Experience in a customer service role • Experience using Microsoft Office tools • Familiarity with Knowledge Base systems or the use of online repositories • 2 years minimum related work experience • Strong attention to detail to accurately gather and document information • Experience with customer relationship management (CRM) or workflow management software (e.g. Salesforce or other)

🏖️ Benefits

• Medical and prescription drug coverage for qualifying associates and eligible dependents • H&R Block Retirement Savings Plan (401(k) Plan) • Employee Assistance Program • (Virtual) fitness center programs • Associate discount program • Business Travel Accident Insurance • Associate Tax Prep benefit • Competitive pay • Continuous learning • Support for life both in and outside of work

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