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.

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:

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.