Sales Customer Service Representative - Work from Home - Remote

Overview

The Sales Customer Service Representative is a vital member of the front-line team responsible for handling inbound and outbound enquiries across phone and email for insurance products.

In Short

• Respond to inbound enquiries across phone and email, ensuring all customers receive timely, professional assistance.
• Triage queries, identify next steps, and direct enquiries to appropriate internal teams as required.
• Confidently explain product features, benefits, inclusions, exclusions, and pricing for the primary brand and other insurance products.
• Qualify prospects by asking targeted questions and guide them through the sales process from enquiry to policy confirmation.
• Manage outbound follow-ups to convert warm leads and incomplete applications into active sales.
• Ensure all customer interactions, updates, and policy details are logged accurately within CRM systems.
• Handle post-sale enquiries, including activation, document delivery, and basic amendment requests.
• Monitor recurring themes in customer queries to improve support documentation and reduce friction.
• Collaborate with team members to maintain a high standard of service delivery and sales performance.
• Other position-level duties as instructed during quieter periods of the shift.

Requirements

• Exceptional communication skills.
• Confident sales mindset.
• Ability to handle complex queries.
• Experience in customer service or sales roles.
• Familiarity with CRM systems.

Benefits

• Work from home flexibility.
• Opportunity to work with a supportive team.
• Potential for career advancement.