We are looking for a competitive customer service representative to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate service representative plans that match the needs of your assigned or prospective customersÂ’ portfolio.
Role Description…
This is a full-time remote role for a Customer Service Representative. The Customer Service Representative will be responsible for assisting customers with inquiries, resolving complaints, and processing orders. The goal is to build up strong positive relationships, to ensure growth attainment and increase our firmÂ’s reputation.
Responsibilities
• Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
• Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
• Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
• Work with clients to deliver risk management strategies that fit their risk profiles
• Report the progress of monthly/quarterly initiatives to stakeholders
• Maintain bookkeeping systems, database and records
• Monitor Service representative claims to ensure mutual satisfaction
• Achieve customer acquisition and revenue growth objectives
• Constantly update job knowledge and learn about new products and services
• Fulfill all policy requirements
Qualifications
• Excellent communication and interpersonal skills
• Problem-solving abilities and a customer-oriented mindset
• Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)
• Basic computer knowledge and statistical analysis
• Proven ability to work with goals
• Ability to multitask and work efficiently in a fast-paced environment
• Proficiency in using customer service software and tools
• Strong attention to detail and organizational skills
