Summary of Job Description:

Provide excellent customer service assistance and face-to-face interaction with clients at their property location (site visits/office visits).

Job Responsibilities:

• Visit the client at their property location

• Build rapport with clients

• Educate clients on property tax services

• Review property/take photos

• Soft selling – offer to add new properties

• Operate electronic handheld device (IPAD)

• Handle inbound/outbound calls as assigned

• Ability to research, investigate and solve issues

• Communicate with other departments and management when necessary

• Other duties as assigned

Job Requirements:

• High school diploma or equivalent required

• Minimum of 2 years customer service experience

• Must be detail oriented

• Strong written and verbal communication

• Have the ability to multi-task in a fast paced environment

• Have the ability for 75% travel within Texas (Harris County)

• Reliable personal vehicle required; applicants must be able to travel directly from their home to client visit locations

• Mileage reimbursement provided for work-related travel

• On average, employees in this role conduct 6 to 8 client visits per day

Physical Requirements:

• Ability to walk, stand, and move across various property types for extended periods

• Must be able to carry and operate a tablet/handheld device (iPad) in the field

• Ability to take photographs and conduct visual property inspections outdoors

• Must be able to sit for extended periods while driving between client locations

• Occasional bending, stooping, or stair climbing may be required during property visits