Duties and Responsibilities:
- Respond to customer inquiries regarding policies, claims, billing, and benefits.
- Provide accurate information and guidance on life insurance products and services.
- Assist clients with policy applications, endorsements, renewals, and cancellations.
- Handle complaints and escalate complex cases to appropriate departments.
- Ensure timely resolution of customer concerns while maintaining professionalism.
- Coordinate with claims, underwriting, and operations teams to support customer needs.
- Build rapport with clients to enhance satisfaction and retention.
- Support agents and brokers with customer-related queries.
- Conduct follow-ups to ensure customer issues are fully resolved.
- Maintain accurate records of customer interactions in the systems.
- Ensure compliance with company policies, industry regulations, and data privacy standards.
- Provide feedback to management on recurring issues and customer trends.
Requirements:
- Bachelor's degree in Business, Communications, Insurance, or related field.
- 12 years of experience in customer service, preferably in health insurance.
- Strong knowledge of life insurance products and processes.
- Excellent communication, problem-solving, and interpersonal skills.
- Proficiency in CRM systems and MS Office Suite.
