Customer Experience Representative assisting customers with inquiries on underwriting, billing, and policies. Managing inbound calls and providing personalized support for AssuranceAmerica clients.
Responsibilities
Serve as a problem-solver on the front lines, responding to inbound customer calls with a focus on identifying root cause of issues, analyzing unique situations, and delivering accurate, personalized solutions that align with company standards and customer needs.
Apply sound judgement and critical thinking when assisting with underwriting activities, ensuring timely and appropriate handling of exceptions or nuanced policy scenarios.
Navigate and leverage the policy management system efficiently, using its tools to troubleshoot issues, improve processing accuracy, and identify trends or recurring challenges.
Collaborate across the team with a solutions-oriented mindset, contributing to team discussions and best practices that enhance customer outcomes and operational effectiveness.
Prioritize and organize daily tasks with attention to detail and time management, ensuring timely and thorough resolution of customer inquiries and back-end responsibilities.
Consistently meet or exceed departmental KPIs and performance metrics by balancing efficiency with high-quality customer engagement.
Demonstrate initiative and a growth mindset, actively seeking opportunities to broaden knowledge across departments and contribute to process improvements – positioning yourself for future advancement into roles in underwriting, sales, claims, or operations.
Requirements
Bachelor’s degree preferred
Associate's degree will be considered
Bilingual (English-Spanish)
Excellent PC skills.
Experience in inside sales, supply chain, or logistics roles involving client support and a solutions-focused approach.
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