Client Care Advocate - Preneed

Added
8 hours ago
Type
Full time
Salary
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Related skills

crm documentation customer service insurance microsoft office

📋 Description

  • Respond to inbound customer calls and inquiries while delivering exceptional customer service.
  • Document telephone conversations, written communications, and service activities accurately within company systems.
  • Resolve customer inquiries and service requests in accordance with established service standards.
  • Research, identify, and resolve customer issues while ensuring compliance with company policies and procedures.
  • Complete post-call activities and follow through on customer callback commitments in a timely manner.
  • Develop and maintain strong relationships with customers, agents, and internal business partners.
  • Accurately communicate product information, features, and benefits to customers and stakeholders.
  • Participate in team meetings, training activities, and other duties as assigned.

🎯 Requirements

  • High school diploma or GED required; associate or bachelor’s degree preferred.
  • Minimum of one year of customer service or call center experience.
  • Strong verbal and written communication skills.
  • Excellent customer service and problem-solving abilities.
  • Strong attention to detail and organizational skills.
  • Ability to learn and apply insurance products, procedures, and systems.
  • Proficiency with Microsoft Office and other business software applications.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Strong interpersonal skills and ability to work effectively in a team setting.
  • Ability to maintain flexibility with work schedules and business needs.

🎁 Benefits

  • Hybrid work schedule (following training period).
  • Full IT equipment provided.
  • Free lunch and parking.
  • Health coverage (employee + children, based on salary band).
  • Tuition, adoption, and lifestyle reimbursement programs.
  • Clear opportunities for internal mobility and career growth.
  • Paid time off, sick time, and company holidays.
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