Client Experience Representative
Core
First point of contact for inbound calls, routing inquiries, and selling insurance products to ensure clients have appropriate coverage.
Role type
Client Experience Representative (Call Center)
Builds
Insurance solutions and coverage for clients
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
calm under pressure, articulate communication, multitasking, detail-oriented, CRM proficiency, sales targets
Preferred skills
insurance or financial services experience, Level 1 Insurance License, call center/reception/retail experience
Technologies
Microsoft Office Suite, CRM, Broker Management Systems (EPIC)
Responsibilities
Serve as first live point of contact for inbound calls, route calls and inquiries accurately, prioritize and triage urgent needs, build relationships with clients and partners, sell insurance products to meet targets, maintain accurate client records
Seniority
Individual Contributor, entry to mid-level