Get to Know Colleen!
Discover why we call Colleen our rising star.
What is your role at Balance Point?
I am a Customer Service Supervisor. I help support a team of Customer Service Representatives (CSRs) with any day-to-day issues that come up. It’s a perfect role for me since I started my career at Balance Point as a CSR almost 8 years ago.
How has your career at Balance Point progressed?
I’ve done a little bit of everything on the customer support side of things. After working as a CSR I moved over to the implementation team and became the Implementation Manager which gave me insight on how things work when clients first come on board with us. I finally settled into my current position about 2 years ago.
What’s the most satisfying part of your job?
I really enjoy it when I see the CSRs within my team growing. I was fortunate enough to help train a lot of the reps here on our HCM software, isolved. It is really nice to see how they have all become experts in the system.
You assist clients every day in your role. Can you share a specific example?
Most recently I have been helping clients with the Employee Retention Credit, a refundable tax credit given to employers who kept their employees during the pandemic. This has involved working with clients to get them the maximum credit available. It has been rewarding to see how happy the clients are considering the tough year they have had.
What traits do you possess that make you successful at your job?
I love talking to people and I am a great listener. These traits are important in my role, especially when I’m helping a client through an issue.
Your team tops the charts when it comes to receiving good feedback from clients. How does that make you feel?
Super proud – but that is ALL them! One of the biggest things Balance Point focuses on is customer service. The reps here really take that to heart too, and it clearly shows when they are working with clients!
What would you want our clients to know about you when you’re not in the office?
I love all things Disney! I am also a big sports fan and enjoy spending my summers down at the Jersey Shore.