Sales Customer Service Representative - 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 the client’s range of insurance products. This role is key to delivering exceptional service, managing multi-product enquiries, and guiding prospective clients through the end-to-end sales process. The ideal candidate will possess a confident sales mindset, exceptional communication skills, and the ability to handle complex queries across multiple insurance offerings, while triaging and directing queries to relevant internal teams when needed.

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, pricing and other insurance products.
• Qualify prospects by asking targeted questions and guiding 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.
• Strong problem-solving abilities.
• Ability to work collaboratively in a team environment.
• Flexibility to adapt to changing priorities.
• Strong organizational skills.
• Willingness to learn about insurance products.

Benefits

• Work from home flexibility.
• Opportunities for professional development.
• Competitive salary and performance bonuses.
• Health insurance benefits.
• Supportive team environment.
• Access to training resources.
• Flexible working hours.
• Employee recognition programs.
• Work-life balance initiatives.
• Potential for career advancement.