- Respond to customer enquiries via phone, email, and chat in a timely and professional manner.
- Understand customer business needs to provide tailored guidance on insurance options.
- Assist customers with platform or policy-related troubleshooting to ensure seamless service.
- Maintain up-to-date knowledge of business insurance products to offer informed recommendations.
- Accurately document customer interactions and share relevant insights with the team.
- Identify and propose process improvements to enhance the customer experience.
- Follow up with customers to ensure issue resolution and overall satisfaction.