Baldwin Group Colleague, Inc. is looking for a Customer Service Representative to provide expert product and service support, addressing client requests and concerns to maintain a high retention level. This role primarily manages email communications and requires comprehensive understanding of customer service policies.
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.
- Provide prompt, efficient, high-quality service directly to all clients.
- Resolve product or service problems by clarifying customer complaints and recommending the best solutions.
- Maintain quality results by following established procedures and recommending improvements.
- Open, cancel, and update client policy information based on received requests.
- Attract potential customers by answering product and service questions and suggesting 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 in clear, relatable terms.
- Capable of multi-tasking and prioritizing workloads while adhering to deadlines.
- The ability to interact and communicate effectively in a team environment to share knowledge and manage workflows.
- Demonstrates the firm’s behavioral tenets and alignment with corporate culture.
Nice to Have
- 2 years in a client contact center.
Work Mode
This is a remote position.
Baldwin Group Colleague, Inc. is an equal opportunity employer.
