Baldwin Group Colleague, Inc. is looking for a Customer Service Representative - MSI to serve clients by providing expert product and service information to address their requests and concerns. Our team thrives on solving challenges and has a passion for crafting solutions for important risks, delivering exceptional service through rapid resolutions.
What You'll Do
- Maintain timeliness and completeness when interacting with clients, brokers, or insurance partners to create a positive experience.
- Document all activity in the online client file to ensure quality and responsiveness.
- Personally provide prompt, efficient, high-quality service to all clients.
- Resolve product or service problems by clarifying the customer's complaint and recommending the best solution.
- Maintain quality results by following established procedures and recommending changes.
- Open, cancel, and update client policy information based on received requests.
- Answer product and service questions and make suggestions about other products based on client needs.
What We're Looking For
- The ability to learn appropriate firm software systems.
- The ability to learn insurance products and grow in product knowledge.
- The ability to apply knowledge and experience to explain products and policies to members in clear, relatable terms.
- Capability to multi-task and prioritize workloads while adhering to deadlines.
- The ability to interact and communicate effectively in a team environment to share knowledge and manage workflows.
- Demonstration of the firm’s behavioral tenets, exuding behavior aligned with the corporate culture.
Nice to Have
- 2 years in a client contact center.
Work Mode
This is a remote position.
