- Assess and resolve customer issues such as coverage challenges, complaints, and payment problems during incoming calls.
- Coordinate onboarding documents like insurance policies to finalize sales.
- Apply problem-solving and insurance industry knowledge to navigate complex customer situations.
- Verify customer coverage and deliver proof of insurance paperwork while resolving billing issues.
- Assist in developing new processes for customer onboarding and retention.
- Resolve carrier and customer complaints with well-considered solutions and follow-ups.
- Access carrier portals to track clients and initiate timely follow-ups to prevent coverage interruptions.
Problem SolvingCustomer support