- Assist clients with their home and auto insurance needs.
- Answer coverage questions and offer personalized advice.
- Set up new policies or complete policy modifications.
- Proactively reach out to clients to ensure we are continuously offering a policy that best suits their needs at a competitive price.
- Communicate effectively via phone, email, and SMS with clients to build trust.
- Deliver outstanding customer service.
- Monitor personal performance and meet daily/weekly/monthly targets.
- Maintain accurate records of client interactions and add follow-up activities in our CRM system.
- Work closely with the customer service and sales team to achieve team objectives.
- Participate in developing strategies to boost sales, client retention and overall satisfaction.
- Stay updated on product knowledge and industry trends.
- Participate in training sessions and professional development activities.
Problem SolvingCustomer serviceCRM