Customer Service Representative - Remote

Overview

The Customer Service Representative serves clients by providing product and service expertise to client requests or concerns, aiming to maintain a high client retention level.

In Short

• Provide high-quality service to clients via multiple communication modes, primarily email.
• Manage client interactions with professionalism to uphold the firm’s reputation.
• Document all client activity to ensure quality and responsiveness.
• Resolve service problems by clarifying customer complaints and recommending solutions.
• Open, cancel, and update client policy information as requested.
• Attract potential customers by answering product and service queries.
• Suggest additional products and services based on client needs.
• Follow established procedures to maintain quality results.
• Work collaboratively in a team environment.
• 2 years of experience in a client contact center preferred.

Requirements

• Ability to learn appropriate firm software systems.
• Ability to learn insurance products and grow in product knowledge.
• Ability to explain products clearly and relatable to clients.
• Capable of multi-tasking and prioritizing workloads.
• Effective communication skills in a team environment.
• Demonstrates alignment with the corporate culture.

Benefits

• Work from a remote location.
• Opportunity to grow in product knowledge.
• Join a cohesive group of experts in business insurance.
• Participate in a culture that values diversity and equal opportunity.