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THE TRUST

Customer Care Representative

Posted 4 Hours Ago
Be an Early Applicant
Remote or Hybrid
Hiring Remotely in United States
110K-200K Annually
Junior
Remote or Hybrid
Hiring Remotely in United States
110K-200K Annually
Junior
Serve as primary contact for policyholders via phone, email, and chat. Resolve inquiries on coverage, billing, and claims; process policy changes; document interactions in CRM; collaborate across teams and identify upsell opportunities while maintaining product knowledge.
The summary above was generated by AI

We are seeking an empathetic and detail-oriented Customer Care Representative to join our growing team. The ideal candidate will be the first point of contact for our policyholders, delivering top-tier service and support through various communication channels. You will play a vital role in resolving inquiries, managing policy information, and ensuring a seamless, positive experience for our customers.

 

What you will be responsible for:

* Act as the primary point of contact for customer inquiries via phone, email, and live chat, handling issues related to policy coverage, billing, and claims.

* Provide clear, concise, and accurate information to customers, explaining complex insurance policy terms in plain language.

* Process policy changes, updates, and cancellations accurately and efficiently.

* Document all customer interactions and details meticulously within our customer relationship management (CRM) software.

* Collaborate with other internal departments, such as claims and underwriting, to resolve complex customer issues promptly.

* Identify opportunities to upsell or cross-sell products to meet customer needs and forward leads to the sales team when appropriate.

* Stay up-to-date on all product knowledge, company policies, and industry changes.

 

Your ideal qualifications:

* A minimum of 2 years of experience in a customer service role, preferably within the insurance or financial services industry.

* Excellent communication skills, both verbal and written.

* Strong active listening and problem-solving abilities.

* Proficiency with CRM software and a high degree of comfort with computer systems.

* High school diploma or equivalent is required; an associate's degree is a plus.

* Demonstrated ability to be empathetic, patient, and professional, especially during challenging customer interactions.

* The ability to multitask and manage time effectively in a fast-paced environment.

* An Insurance Producer's License or willingness to obtain one.

What makes this an exciting opportunity:

* Career growth: This role offers a clear path for advancement within our company, with opportunities to move into senior roles or other departments like sales or claims.

* Empowering culture: We foster a supportive and collaborative work environment where your ideas are valued and your contributions make a real difference.

* Meaningful work: You will directly help clients during significant moments in their lives, providing them with peace of mind and security.

 

Top Skills

Crm Software

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