Customer Service Representative - LIfe Insurance

The Customer Service Representative will act as a liaison, provide product/services information and resolve any emerging problems that our clients might face with accuracy and efficiency.

Responsibilities

• Manage walk-in clients and incoming calls;
• Generate sales leads;
• Identify and assess customers’ needs to achieve satisfaction;
• Build sustainable relationships of trust through open and interactive communication;
• Provide accurate, valid and complete information by using the right methods/tools;
• Meet personal/customer service team sales targets and campaigns call handling quotas;
• Handle complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution;
• Keep records of customer interactions, process customer accounts and file documents;
• Follow communication procedures, guidelines and policies;
• Take the extra mile to engage customers.

Requirements

• Proven customer support experience or experience as a client service representative;
• Track record of over-achieving quota (not a necessity unless was in sales);
• Strong phone and face to face contact handling skills and active listening;
• Customer orientation and ability to adapt/respond to different types of characters;
• Excellent communication and presentation skills;
• Ability to multi-task, prioritize, and manage time effectively.