Five Tips For Successfully Hiring Remote Customer Support

• Gab has been working for more than 10 years, He has a degree in Legal Management. He worked in IT, Financial, BPO and B2B Industries.
• He responded to customer inquiries and provided information about the company's products and services. He resolved customer complaints and issues and processed customer orders and transactions, He handled inbound and outbound calls and emails. He ensured that the customers got the maximum benefit from the investment. He offers campaigns to active customers and encourages them to renew their accounts. He finds customers with delinquent accounts from clients using mobile services, personal loans and credit card bills. He assists customers with their inquiries, concerns and disputes. He suggests and upsells products and services to customers.
• He used
  • Salesforce 
  • Debt tracker
• He can start ASAP and is open for full-time and part-time.

Predictive Index Behavioral Profile - Collaborator 

Strongest Behavior

• Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.
• Casual with rules. Focused on the goal, not how to get there; willing to bend the rules. Delegates implementation details.
• Unworried and unhurried; takes each day as it comes with little planning for what might happen, particularly given the predictable routines that have been established.

Behavioral Summary

Jose Lino is a warm, informal, outgoing, and congenial person who gets along comfortably with most people, meets new people easily and enjoys doing so, and works as well in group situations as well as one-on-one. A persistent, eager helper; has the kind of comfort with intangibles required to do work requiring an intuitive understanding of others’ viewpoints and feelings.

He is able to reach and stimulate others while being aware of and sympathetically interested in their needs. Unselfish and derives satisfaction from doing things for other people and being liked and appreciated by them for doing so.

 

• Ron has been working for almost 3 years in the Transportation Campaign, Business Process Outsourcing handling healthcare and mortgage accounts where he handled and performed roles such as Medical Billing Specialist, Collection Representative, Sales Representative, Customer Service Representative and Account Receivable Specialist, He has an experience dealing with global clients.
• He was exposed to the following tasks:
  • Phone Support - Inbound and Outbound Calls
  • Customer Service 
  • Billing 
  • Process payments
  • Sales
  • Administrative tasks
• When he was working in the Healthcare  company he was tasked to do the following:
  • Assist patients, attorneys, and insurance companies regarding hospital bills
  • Answer clients’ billing questions
  • Researching and resolving account discrepancies
  • Verifying insurance coverage and eligibility for patients
  • Following up on claims
  • Maintain accurate and up-to-date records of all patient information, procedures, and payments
  • Managing insurance claims to ensure they are processed and paid in a timely manner
• He is proficient in using tools such as Avaya, CRMs, Avility, Provider Portal, Simply pay, Ringcentral, Google apps and MS Tools.
• He can start ASAP, amenable working any shifts and open to any full-time or part-time roles.

Predictive Index Profile - Collaborator

Strongest Behaviors

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.

Behavioral Summary

Ronnel is a warm, informal, outgoing, and congenial person who gets along comfortably with most people, meets new people easily and enjoys doing so, and works as well in group situations as well as one-on-one. A persistent, eager helper; has the kind of comfort with intangibles required to do work requiring an intuitive understanding of others’ viewpoints and feelings.

This individual is able to reach and stimulate others while being aware of and sympathetically interested in their needs. Unselfish and derives satisfaction from doing things for other people and being liked and appreciated by them for doing so.

• Aubrey finished a degree in Marketing Management. She has worked for almost two years in the BPO industry as a Cold Caller and as a Customer Service Representative/Sales Representative.
• She handled various accounts such as health insurance, car insurance, real estate, and telecommunications.
• She has provided customer service and technical support through inbound and outbound calling.
• Overall, she was exposed to the following tasks:
• telemarketing
• cold calling
• customer handling
• lead generation
• upselling
• data entry

She is proficient with the following software/tools:

Microsoft Office/365 - Outlook, Teams

Google Docs, Spreadsheets

Salesforce

Trello

Asana

Aircall

She is available to start immediately and is amenable to work at any time zone.Predictive Index Behavioral Profile - Adapter

Strongest Behaviors

• Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.
• Drive to protect the company against risk by doing things in general accordance with established standards.
• Operationally, as opposed to socially, focused. Thinks about what needs to be done, and how to do it well, and generally follows that execution plan.

Behavioral Summary

Aubrey Kaye is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. She may desire to take the lead on a project but is also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

In most circumstances, she is accustomed to thinking before speaking and will generally relay information in a factual and direct manner to peers and superiors. From time to time, her behavior may come across as challenging the status quo, and at times, she is comfortable following the rules.

• Marvin has a bachelors degree in Mechanical Engineering and was a former OFW and has been working for almost 10 years in the Manufacturing, Travel, Aviation, Tourism and Retail industries were he handled and performed roles such as Reservations Sales Representative, Customer Service Agent, Customer Service Associate, Sales Associate and Sales Personnel.
• He was exposed to the following tasks:
  • Phone Support - Inbound and Outbound calls
  • Email and Chat Support
  • Customer Service
  • Sales
  • Basic troubleshooting
  • Administrative taks
• He is proficient in using tools such as 
  • Microsoft Office Applications (Word, Excel, Powerpoint, OneNote),
  • Zendesk
  •  Slack
  • Skype
  • Zoom
  • MS Team
  • GDS
  • Sabre
  • Amadeus
  • Google apps.
• He can start ASAP, amenable to working any shift and open to any full-time or part-time roles.

Predicitve Index Profile - Altruist 

Strongest Behaviors

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.

• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.

Behavioral Summary

Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

A pleasant and extraverted person, Marvin is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Marvin gets along easily with a wide variety of people.

Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

• Karl finished a bachelor's degree in information technology. In his college days, he once experienced spending his short vacation to take on a part-time job while waiting for the second semester to commence. For three months, he has maximized his time to earn money while working as an Usher/Porter in a local retail company. It is where he started providing customer service.
• He is married with 2 kids.
• He formally started his career as a Technical Support Representative where he has provided customer support through inbound and outbound calling.
• He has catered to clients in the US and Canada.
• He was also exposed to sales in offering products to the customers.
• He was awarded as a top performer.
• He is proficient in the following tools:
  • CRM - Microsoft Dynamics CDAX
  • VoIP - Genesys Cloud
  • Remote Tool - Rescue+ App
  • Sales Tool - Global Newton
  • Microsoft Office (Excel / Word / PowerPoint / Outlook )
• He is available to start immediately and is amenable to work in any time zone for any full-time or part-time positions.
• Karl is one of our previous RemoteCon. 

Predictive Index Behavioral Profile - Individualist


Strongest Behaviors 

• With an ability to concentrate on the task at hand, is generally more focused on the technical matters than the social ones. Consistent and thoughtful.
• Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.
• Generally takes each day as it comes, greeting it with few worries and relaxed demeanor, particularly if there’s some predictability involved.

Behavioral Summary 

Karl is independent and individualistic in thinking and behavior. He has strong ideas and opinions and expresses them with confidence and certainty.

Having a willingness to take risks, he is likely to develop and act on ideas that are distinctly new or unconventional. This is a creative and nonconformist personality.

In expressing and acting on their ideas, Karl is determined and persistent and has the kind of confidence and nerve involved in initiating innovation or change. Very determined and persistent, once a goal is set, they’ll generally push hard to reach it, regardless of the goal’s popularity with others. Undaunted by criticisms or failures.

• Brenda started working in 2017 in the BPO industry as a Customer Service Representative for 3 years. She provided customer support to US-based clients via chat, email, and phone calls.  She was exposed to processing orders and resolving various issues such as troubleshooting Amazon devices.
• Since May 2021, she has been working as a General Virtual Assistant to a client based in New York and has now only been rendering 1-2 hrs./week. Her tasks include data entry, creating invoices using QuickBooks, and other administrative duties.
• While working as a General VA, she has worked as an E-commerce Virtual Assistant for 2 years for a US-based importer company. Her tasks include:
  • product listing
  • product optimization
  • order processing
  • inventory management
  • customer service - process refunds 
  • onboarding a new eCommerce account
  • graphics designing
  • SEO
• Some of the e-commerce software/platforms she is exposed to are the following: Shopify, Overstock, Pier1 Import, Michaels Store, and Wayfair.
• She is also proficient with eBay Seller Hub, Zik Analytics, Adobe Photoshop, MS Excel, Salsify, QuickBooks, Microsoft 365, Notion, and Airtable.
• She is available to start immediately.

Predictive Index Behavioral Profile - Artisan
https://www.predictiveindex.com/reference-profile/artisan/

Strongest Behaviors:

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.

Behavioral Summary: 
Brenda is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.

She is reserved and accommodating, expressing themself sincerely and factually. In general, she is rather cautious and conservative in style, skeptical about anything new or unfamiliar or any change in the traditional way of doing things. Possessing the ability to strongly concentrate on the job at hand, she is most effective when given uninterrupted blocks of time. Has better-than-average aptitude for work that is analytical or technical in nature.

• She has a total of 19 years of experience as a Shift Manager, Onboarding Specialist, Customer Service Representative, and Virtual Assistant within the industries of eCommerce, real estate, solar energy, fintech, and BPO industries 
• Her recent job as Shift Manager for an eCommerce company involved different tasks like:
  • Tracking Lost Orders and Checking the status of the orders
  • Managing Amazon, Target, and Facebook Market Place site
  • Taking Orders through their Magento system 
  • Managing customer reviews 
  • Resolving customer complaints 
  • Coordinating with logistics 
  • Managing the schedule of the agents 
  • Overseeing the eCommerce operations 
• She also has extensive experience with onboarding new employees as well as providing coaching and mentoring 
• She has also worked as a virtual assistant for a property company and is very well-versed in doing skip tracing, cold calling, and managing property listings 
• She has experience with using tools and applications like 
  • Amazon 
  • Magento 
  • Boxy
  • Ship station 
  • UPS
  • Gorgias 
  • Zendesk 
  • Confluence 
  • Trello 
• She can start as soon as possible 

Predictive Index Behavioral Profile- Maverick
https://www.predictiveindex.com/reference-profile/maverick/

Strongest Behaviors 

•  
• Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
• Interested in people, building relationships, and teamwork rather than technical matters. Affable, optimistic, and easily trusting.
• Focused on goals and the people needed to get there, not details or plans; frequently delegates details.

Behavioral Summary 

• A very independent, confident, decisive, self-starter, intense and driving. This individual has a strong sense of urgency, can react and adjust quickly to changing conditions, generate novel ideas, and deal with them swiftly.

• Jemaimi has been working for almost 4 years in different local companies from the BPO industries. She handled different positions such as Customer Service Representative, Technical Support, and Virtual Assistant. She started working in Customer Service in 2019 and handled food delivery and Netflix accounts. She also worked as a Virtual Assistant and worked with clients that cater to the US, New Zeland, and Australia. She supported the following tasks:
  • Customer service
  • Technical support
  • Inbound and outbound calling
  • Cold calling
  • Appointment setting
  • Admin support
• She is proficient in systems such as Zendesk, TalkDesk, Peerson, and Microsoft tools. 
• Jemaima is available to start immediately and she is amenable to working the day shift for any part-time or fulltime position.

Predictive Index Behavioral Profile - Captain

Strongest Behaviors

• Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.
• Risk-taking and focus on future goals; more concerned with the future than the past. Adaptable, operates flexibly.

Behavioral Summary

Jemaima is a confident, independent self-starter with competitive drive, initiative, a sense of urgency, and the ability to make decisions and take responsibility for them. Can react and adjust quickly to changing conditions and come up with ideas for dealing with them.

Their drive is purposeful, directed at getting things done quickly. This individual responds positively and actively to challenge and pressure, and has confidence in their own ability to handle novel problems and people. An outgoing, poised person, a lively and enthusiastic communicator, tending to be a little more authoritative than persuasive in style.

• Sheena Marie has 10 years of working experience with the most recent as a Virtual Assistant for Airbnb reservations. She has a degree in Business Management majoring in Marketing. She was employed in the BPO where she handled various campaigns like dental. 
• She was involved with property management, customer service, email management, calendar management, data management, and case resolution. She was tasked with setting housekeeping reminders and cleaning quality control of the properties in her latest employment. As a supervisor, she managed the day-to-day operations within her team. She handled reservation Inquiries, cancellations, disputes, refunds, and rebooking requests.
• She was also a Lead Generation Specialist where she generated leads, did email blasting, cold calling, managing QuickBooks, and answering client calls, among others
• She used the following applications and tools:
  • Zendesk
  • QuickBooks
  • Shopify
  • Airbnb Platform
  • Google Document
  • Slack
  • Monday.com
  • Guesty
• She can start ASAP and is open to a full-time post on a day shift. 

Predictive Index Behavioral Profile - Operator

Strongest Behaviors

• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.

Behavioral Summary

Sheena is helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, she will work within those standards to ensure repeated successes and high-quality results. Sheena Marie has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. She prefers having, and following, a well thought-out process to ensure success. If they are responsible for establishing the process, she will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, she’ll expect that the process be followed consistently.

She will focus on the details of the work and will handle her with somewhat better than average accuracy. In work involving repeated contact with people, Sheena Marie will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

• Chiesa is a graduate of Agribusiness Management. She has been working for more than 10 years in the BPO, advertising, real estate, and healthcare industries. She handled various positions such as Customer Service Representative, Technical Support, Appointment Setting, Lead Generation, and Patient Engagement Training Specialist. It was in 2019 when she ventured into remote work. As a freelancer, she was promoted to a Training Specialist and handled sessions for new hires. She catered to clients in the US. 
• She supported the following tasks:
  • Training
  • Customer Service (phone, email, and chat)
  • Technical Support
  • Lead Generation
  • Appointment setting
  • Sales
  • Virtual Assistance
  • Data entry
• She is proficient in applications and tools such as Dial Pad, Ring Central, Calendly, Help Scout, Slack, MAX CRM, Zendesk, and Microsoft Office Apps, while considering herself a beginner in Zoho.
• Chiesa is available to start immediately.
• She prefers working the night shift for any part-time or full-time position.

Predictive Index Behavioral Profile - Operator

Strongest Behaviors

• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

Behavioral Summary

Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. Chiesa Marie has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently. Will focus on the details of the work and will handle them with somewhat better than average accuracy. 

• In her more than 20 years of employment, Phoebe has held positions such as real estate virtual assistant, ESL tutor, customer service representative, activation specialist, and customer relations consultant in educational institutions, property management/real estate, and business process outsourcing firms handling telecommunications, financial, and law publishing accounts. She has catered to global clients.
• She was exposed to the following tasks:
  • Appointment Setting
  • Lead Generation
  • Cold Calling
  • Email and Chat Support
  • Phone Support
  • Customer Service
  • Technical Support
  • Social Media Management
  • Researching
  • Marketing Analysis
  • Administrative Tasks
• She is proficient in using tools such as Microsoft Office, Google apps, LinkedIn Sales Navigator, Netsuite, Mojo, Siebel, Dos, Asana and Skype.
• She can start ASAP, amenable working any shifts and open to any full-time or part-time roles.

Predictive Index Profile - Persuader

Strongest Behaviors

• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.

• Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
• Interested in people, building relationships, and teamwork rather than technical matters. Affable, optimistic, and easily trusting.

Behavioral Summary

Sunset Phoebe is an engaging, stimulating communicator, poised and capable of projecting enthusiasm and warmth, and of motivating other people.

Has a strong sense of urgency, initiative and competitive drive to get things done, with emphasis on working with and through people in the process. Understands people well and uses that understanding effectively in influencing and persuading others to act.

• Maria took Development Communication in college and has been working since 2018. She was employed in telecommunications, BPO, education, and financial services. She served Australia and US-based customers.
• She is proficient in performing the following:
  • Customer Support (phone, email, and chat)
  • Technical Support
  • Admin tasks
  • Cold calling
  • Researching
  • Data mining
  • Email management
  • Appointment setting
• She used various applications and tools such as Microsoft Office Apps (Excel, Outlook, Word. PowerPoint, Teams), Google Workspace (Spreadsheets, Document), Salesforce, Ring Central, Zoho, Zimbra, Atlas, Canva, Samson, and Slack.
• She is available to start immediately and is amenable to working the day shift, whether part-time or full-time.

Predictive Index Behavioral Profile - Artisan

Strongest Behaviors

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.

Behavioral Summary

Maria Teresa is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer. Most effective and productive when they work within or close to their specialty and experience, and prefers to stick to the proven way.