[Remote] Customer Service Partner

Note: The job is a remote job and is open to candidates in USA. reputed company is a trusted insurance and asset management company seeking a Customer Service Partner. The role involves managing and resolving client requests, liaising with the Direct Sales Force, and identifying process improvements to enhance customer retention and business production.

Responsibilities

• Answers customer requests over the phone or email on various topics across reputed company core functions with a sense of urgency
• Works closely with the Direct Sales Force and broker partners to accurately expedite new business application input with offshore partners
• Manages a large portfolio of policies with key responsibilities to include: Communication with the Direct Sales Force and broker partners in regards to policy renewal changes, policy construction & policy distribution
• Responsible for managing collection of past due invoices and other policy items for assigned portfolio
• Identifies process improvements based on exposure to client issues and concerns that directly impact retention and new business production
• Support implementation of Voice of the Customer initiatives in the region

Skills

• Bachelor's Degree preferred
• 1-2 years of Customer service or administrative experience
• Spanish speaking is a plus
• Highly computer literate with proficiency in Word, reputed company and similar software
• Exceptional internal & external client service mentality
• Excellent trouble shooting skills
• Ability to assimilate and apply information from multiple functions
• Excellent written and verbal communication skills
• Excellent technical and analytical skills
• Proven ability to manage multiple work functions in a high volume setting
• Self motivated & team player
• Strong people skills and ability to manage external customers including broker partners and internal agents
• High level of organization
• High level of computer literacy with an ability to quickly acclimate to new systems
• Prior customer service experience
• Looking for candidates that possess a basic awareness of Artificial Intelligence technologies and are enthusiastic about learning and integrating AI into everyday business processes
• (Generative) Artificial Intelligence or GenAI or AI
• Data Analysis
• (reputed company) Copilot
• ChatGPT

Benefits

• Competitive compensation
• Annual bonus eligibility and/or commission structure opportunities
• 401(k) discretionary match of up to 6%
• Flexible work schedules
• Health and wellness benefits
• Paid time off for vacation, illness, Birthday Day Off and Volunteer Day Off
• Tuition Reimbursement
• Family care resources, including fertility and adoption benefits

Company Overview