Commercial Insurance Sales Customer Service Representative (UK)
New
T
TwoconnectCommercial Insurance
Metro Manila, PhilippinesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3-5 + years
- Required Skills
- Microsoft Office Suite
Requirements
- A bachelor's degree in Business, Communications, or a related field is preferred.
- 3-5 + years of proven experience in a Sales & Customer Service environment.
- Excellent verbal and written communication skills.
- Demonstrated ability to identify and meet customer needs through effective sales techniques.
- Ability to handle high volume multiple inquiries simultaneously and prioritise effectively.
- Proficiency in CRM software.
- Proficiency in Microsoft Office Suite.
- Strong attention to detail.
- Ability to work independently.
- Ability to learn new information (product and company information).
Responsibilities
- Serve as the key point of contact for commercial customer enquiries, related to products, claims, service and sales.
- Build rapport with customers to understand their needs and recommend suitable products, services, or upgrades.
- Triage customer queries by assessing urgency, identifying root causes, and routing issues to the appropriate teams, ideally resolving them at first contact where possible.
- Identify opportunities to upsell and cross-sell relevant products and services based on customer needs and purchase history.
- Leverage the company’s systems and tools to meet sales targets within established service times.
- Educate customers about promotions, new product launches, and bundle offerings to enhance sales.
- Follow up on leads generated on the website.
- Work across multiple brands effectively with adaptability and flexibility.
- Inform management of potential areas for growth in product, service, and education sales.
- Coordinate with internal teams to resolve customer concerns and improve service delivery.
- Maintain up-to-date knowledge of company products, services, and policies.
- Document customer interactions and feedback to support continuous service improvement.
- Provide coaching and mentoring opportunities to other members of the sales & customer support team.
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