Insurance Service Representative

hace 4 semanas

Tijuana, México North American Production Sharing A tiempo completo

**Responsibilities**:- Assist with insurance policy processes for commercial insurance lines, focusing on servicing existing customers rather than aggressive sales.- Identify and assess customers' needs to ensure a smooth, self-service experience while maintaining engagement throughout the process.- Foster strong customer relationships and trust through open, proactive communication.- Ensure accuracy and compliance when providing policy information, following established methods and tools.- Meet customer service quality standards, including call handling quotas and efficiency targets.- Address customer concerns, providing appropriate solutions and timely follow-ups to guarantee resolution.- Maintain detailed records of customer interactions and account processes, ensuring seamless documentation.- Adhere to company communication policies, procedures, and compliance guidelines within the insurance industry.- Take the extra mile to engage customers, ensuring a positive service experience.**Skills & Qualifications**:- Experience with automated systems and Microsoft Office products.- Familiarity with CRM software, preferably HubSpot- Ability to efficiently navigate AWS Connect- Proven experience in customer support or client service, preferably within an insurance-related industry.- Strong phone communication and active listening skills to effectively engage customers.- Customer-oriented mindset with the ability to adapt/respond to different personalities and needs.- Ability to multi-task, prioritize, and manage time effectively while maintaining high service quality.- Fully bilingual (English -Spanish).- Basic keyboard and data entry skills for efficient documentation.- **Stable home office setup required to ensure reliable connectivity for remote work.**- High school diploma or equivalent preferred.

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