
Call Center Customer Service Representative
2 weeks ago
Job Responsibilities
- Handle inbound and outbound calls from customers regarding insurance, investment, and other financial products.
- Provide accurate information about product features, pricing, eligibility criteria, and application procedures.
- Assist customers in resolving issues, complaints, and inquiries in a professional and timely manner.
- Educate customers on available services, promotions, and cross-sell/up-sell opportunities.
- Maintain comprehensive knowledge of financial products, services, and industry regulations.
- Follow company scripts and guidelines for handling different types of calls and scenarios.
- Document all customer interactions accurately in the CRM system.
- Collaborate with other departments such as sales, operations, and compliance to ensure seamless customer service delivery.
- Meet or exceed individual and team performance targets, including call handling time, conversion rates, and customer satisfaction scores.
- Continuously update skills and knowledge through training programs and self-learning initiatives.
Job Requirements
- Bachelor's degree in finance, business, or related field preferred.
- Previous experience in a call center or customer service role, preferably in the financial industry.
- Excellent communication skills in English.
- Strong interpersonal skills and ability to build rapport with customers.
- Sound knowledge of financial products, services, and regulatory requirements.
- Proficiency in using CRM software and other call center tools.
- Ability to multitask, prioritize, and manage time effectively in a fast-paced environment.
- Problem-solving skills and attention to detail.
- Willingness to work flexible hours, including weekends and holidays, if required.
- Certification or training in financial services or customer relationship management (CRM) is a plus.
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