Upon receiving a call, assists the client by applying changes, cancellations and updates to the contract, taking care to meet the client's needs effectively, while advising and educating in order to ensure the client's complete satisfaction and retention.
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Job Requirements
Professionalism and attention to detail.
Friendly Bubbly Outgoing personality
Ability to multitask.
Strong communication and verbal skills.
Ability to work in a rapid paced environment.
Active and responsible team member.
Ability to take orders.
Strong organizational and prioritization abilities.
Ability to communicate with managers.
Qualifications
High school diploma.
2 years of experience doing office work.
Knowledge of financial documents.
Ability to use computer software and ease with communication technology.