- Update CRM System: Maintain accurate and up-to-date records of client interactions, transactions, and progress within the CRM system.
- Client Communication: Initiate outbound calls to clients for various purposes such as follow-ups, updates, and addressing inquiries or concerns.
- Calls Handling: Efficiently manage incoming calls from clients, providing assistance, addressing queries, and directing calls to the appropriate departments or individual
- Packaging and Mailing: Handle packaging and shipping tasks efficiently, ensuring that all materials are properly organized and dispatched.
- Consumer Inquiries: Assist clients with product/service-related inquiries, troubleshooting, and issue resolution, ensuring a positive customer experience.
- Case Management Support: Collaborate with the Office Coordinator to support case management processes, including documentation, follow-ups, and resolution tracking.
- Coordinate with the Commissions Specialist to identify any cases that qualify for conservation and initiate correspondence with the client and agent accordingly
- Facilitate payment of premiums by communicating with clients whose coverage is no longer in force, is at risk of lapsing, or has lapsed in the initial coverage period
- Willing to take feedback and apply that within your role.
- Thriving in a fun, fast-paced environment led by an elite team.
- We offer comprehensive training to equip employees with the necessary skills and knowledge for success in their roles
- Must be in office, Monday - Friday, 9am - 6pm.
- Proven experience in a customer-facing role, preferably in a digital services or technology company.
- Excellent communication skills, both verbal and written, with a professional and friendly demeanor.
- Strong organizational skills with the ability to multitask and prioritize tasks effectively.
- Proficiency in CRM systems and Google Workspace.
- Ability to work independently as well as part of a team in a fast-paced environment.
- Attention to detail and a commitment to delivering high-quality service to clients.
- Strong problem-solving skills and the ability to handle challenging situations with patience and empathy.
- Tech-Savvy
- $20-25 hourly pay based on experience
- Health, dental, and vision insurance.
- Opportunities for career advancement and professional development.
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client care specialist - Austin, TX , USA, United States - DigitalBGA
Description
Luminary Life, powered by DigitalBGA, is thrilled to announce we are hiring in Austin, TX.
We are actively seeking qualified individuals to join one of the fastest-growing private companies in the nation according to Inc. 5000.
Generous wage + health benefits. No work on nights or weekends. Career development opportunities.
Are you outgoing with excellent communication skills? Are you exceptionally organized and client-oriented? Do you thrive in a fast-paced environment? If this is you, we want to speak with you As a Client Care Specialist, you will focus on assisting our elite sales agents and clients, giving them the best customer service we can provide.
LuminaryLife is a national life insurance brand selling final expense, Medicare, and ancillary insurance products to senior citizens through W2 employee agents based in Austin, TX.
Key Responsibilities:
You can look forward to
Requirements:
Benefits:
If you are a motivated and personable individual looking to join a dynamic team in the insurance industry, we encourage you to apply.
Please submit your resume and cover letter outlining your qualifications and why you are interested in this role. We look forward to hearing from you
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