- 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- Facilitate payment of premiums by communicating with clients whose coverage is no longer in force, is at risk of lapsing, or has lapsed in the initial coverage period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:
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