Insurance Customer Service
Job Summary
This role involves handling customer and financial representative enquiries via phone and live chat while efficiently resolving complaints. The ideal candidate will accurately record interactions in the CRM system and follow up promptly on customer requests. Additional responsibilities include assessing appeals and assisting with assigned ad hoc duties.
Responsibilities
- Handle customer and financial representative enquiries via phone and live chat
- Resolve customer complaints and issues at the first point of contact
- Accurately record customer interactions and updates in the CRM system
- Follow up promptly on customer requests and ensure timely resolution
- Assess appeals and provide recommendations to Managers/HODs
- Assist with ad hoc duties as assigned
Required Skills
- Experience in customer service functions
Job Details
Responsibilities
Handle customer and financial representative enquiries via phone and live chat professionally and efficiently
Resolve customer complaints and issues at the first point of contact where possible
Accurately record customer interactions and updates in the CRM system
Follow up promptly on customer requests and ensure timely resolution
Assess appeals and provide recommendations to Managers/HODs
Assist with ad hoc duties as assigned
Requirements
Experience in customer service functions