Role: Customer Service Representative
Location: Plano, TX:- 6600 Chase Oaks Blvd., Suite 190 Plano, TX 75023
Shift Timings: 8:00 AM -8:00 PM EST (Any 8 hours as per the client’s requirement)
Responsibilities
• Provides information on a variety of complex customer service issues requiring knowledge of life and health insurance, retirement, annuity and investment products and transactions focusing on customer satisfaction, quality, and efficiency.
• Communicates with customers regarding service request or problems; documents, evaluates and resolves customer’s inquiries.
• Thoroughly documents all contacts and conversations; follows up as required.
• Works with other departments to complete customer requests as needed, and minimize escalations.
• Gains proficiency in various administration and automated workflow systems.
• Processes complex and varied service requests.
• Represents Client with professional pride to internal and external customers.
• Consistently meets/exceeds set quality and productivity metrics.
• Functions w/in a team based environment, and actively participates in achieving team goals. Meets/exceeds performance metrics as determined by department.
Qualifications
• High School diploma or equivalent.
• Up to 1 year experience with call center or customer service experience/training.
• Fundamental computer knowledge and maneuverability within window applications.
• Basic understanding of Microsoft office suite, specifically Word and Excel.
Preferred Qualifications
• Associates degree preferred.
• General understanding of life and health insurance, retirement, annuity and investment products a plus.
• Experience working within a computer mainframe a plus.
Behavioral & Leadership Competencies
• Ability to maintain confidentiality of customer and company information.
• Ability to work independently and seek additional opportunities when able.
• Ability to work in a team environment to develop integrity, trust and respect of coworkers at all level
• Good verbal and written communication skills
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