Customer Service Representative - Change of Agent

Customer Service Representative (Change of Agent) 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. The Customer Service Representative role offers growth potential opportunities, professional development, an engaging team environment, and amazing benefits. 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 include: 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. 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 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 upon request. 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.

Created: 2026-03-04