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Customer Service Representative – Insurance Industry

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Human Quality enGuadalajara, Jal.

Empresa verificada

Sobre el empleo

Categoría: Atención a clientes - Call Center

Subcategoría: Atención al cliente

Educación mínima requerida: Bachillerato

Detalles

Contratación:

Permanente

Horario:

Tiempo completo

Espacio de trabajo:

Desde casa

Descripción

Job Description:

A Customer Service Representative (CSR) provides high-level office support and specialized assistance to the Sales Department. CSRs work directly with sales agents to meet clients' changing insurance needs by selling and servicing various types of insurance policies, including auto, home, commercial, life, health, and disability insurance. They guide customers in selecting the right coverage, explain policies in detail, and maintain accurate insurance records. This role is ideal for those looking to grow their insurance sales career or enter the industry.

Responsibilities:

Provide introductory information to new and existing clients
Determine the most effective way to answer client inquiries
Work directly with sales agents to find appropriate solutions
Prospect, generate new business, retain existing clients, cross-sell products, and provide customer service
Make 40 outbound calls, 20 texts, and 20 emails per day
Follow agency processes to help achieve long-term success
Quote and explain coverage options tailored to client goals
Complete applications and obtain underwriting approval
Deliver policies and plan follow-up visits to assess future needs
Handle service requests, perform policy reviews, and make courtesy follow-up calls
Recommend new insurance contracts or changes to existing ones
Evaluate client needs and propose suitable protection plans
Monitor insurance claims to ensure client satisfaction
Stay updated on new products and services
Ensure policy requirements are fulfilled
Provide prompt, accurate, and friendly customer service
Educate customers on insurance options using a needs-based review process
Assist in training and onboarding new team members

Requirements:

Fluent in Spanish (required)
2–3 years of relevant office experience
Ability to manage a high volume of calls, emails, and texts daily
Strong collaboration and teamwork skills
Excellent problem-solving and critical thinking abilities
Self-motivated and goal-oriented
Organized and capable of managing priorities independently
Strong time management and attention to detail
Comfortable using technology and digital tools
Ethical, responsible, and reliable team player
Excellent verbal and written communication skills
High School diploma or GED required
Willingness to train and support new team members
Adaptable in a fast-paced, growing environment

Recuerda que ningún reclutador puede pedirte dinero a cambio de una entrevista o un puesto. Asimismo, evita realizar pagos o compartir información financiera con las empresas.

ID: 20470251

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Jalisco, México

Guadalajara, Jalisco, México

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Guadalajara, Jalisco, México

Jalisco, México