Customer Service Representative

2 weeks ago

Manila, National Capital Region, Philippines Global Staff Connections Full time

Qualifications:

  • 1–3+ years of experience as Customer Service Representative (Non-life Insurance)
  • Strong working knowledge of personal lines coverages, services, and carrier systems.
  • Proficient in agency management systems, electronic document management, Microsoft Outlook, Excel, Word, and Adobe.
  • Skilled in accurate data entry, typing, and use of online carrier portals.
  • Self-starter with excellent organizational skills, attention to detail, and ability to multitask effectively.
  • Strong verbal and written communication skills with proven customer service experience.
  • Creative problem solver with the ability to adapt quickly to changing needs

Responsibilities:

  • Inform, educate, and make suggestions to customer / prospects about policy coverages, changes, exclusions, and insurance coverage needs
  • Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account managers / customers / prospects
  • Adapt to various insurance carrier rating websites
  • Solve problems quickly and effectively and implement solutions to meet the needs of customer / prospect
  • Forge relationships with customer / prospects and insurance carriers
  • Proactively research and have detailed knowledge of current market conditions
  • Maintain knowledge and understanding of technology-based tools and solutions in support of personal lines business
  • Use analytical and critical thinking in work processes and communication skills
  • Maintain a paperless workflow
  • Maintain knowledge of various states insurance guidelines
  • Understand customer challenges and partner to find solutions
  • Identify and communicate to team leads any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue
  • Other duties as assigned

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