Job Description : Job Summary Execute tasks that include assisting clients via telephone in order to solve all their doubts or requests regarding their life insurance policy and different related procedures.
Job Functions and Key Responsibilities : Assists clients via telephone. Requests or inquiries will include, but are not limited to, understanding their policy, withdrawing money from their policies, analyzing payment history, reinstating the policy, following up cases, and filling out forms.
Leverages effective listening skills, an attention to detail, strong intellectual curiosity and an honest desire to make a difference to ensure each customer experience is exceptional Delivers a service experience that exceeds expectations and makes it easy for customers to do business with us, with an understanding of the customers’ needs and wants, and a focus on delivering solutions that meet those needs Researches customer inquiries and responds to appropriate parties in a timely manner.
Records calls, processes requests, and updates account history with results of inquiry to include proper documentation Maintains quality service by following policies and procedures and reporting needed changes and contributes to team effort by accomplishing related results as needed.
The work is evaluated and supervised periodically, through call monitoring and time control. Required Qualifications : High School diploma English proficiency level of at least B2+ with strong communication skills Strong soft skills including active listening, adaptability, critical thinking, prioritization, time management, and problem-solving.
Strong interpersonal skills. Basic math skills. A demonstrated ability to quickly learn and continuously develop functional knowledge and an understanding of the company.
Highly effective reading comprehension skills as well as ability to analyze and interpret information. A passion for serving customers and a personal commitment to following through in a dynamic, fast-paced environment.
Agility in multi-system navigation and keyboard skills for tracking, information gathering, and processing assigned tasks.
1-year+ customer service experience. (Desirable) Insurance or Financial Services industry experience. (Desirable) Ability to work during the hours of operation of Monday-Friday 6am-7pm, must be flexible in regard to overtime & shifts worked, which may change based on business needs.