Client Services/Support Agent
M
MultiplyMiiInsurance Brokerage
Remote Philippines, Monday to Thursday, 8:45AM to 6PM Eastern Time; Friday, 8:45AM to 5PM Eastern TimeFull-TimeMiddle
Salary₱50K – ₱60K per month; Basic Salary ₱50K – ₱60K per month
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Job Details
- Languages
- Professional English proficiency
- Experience
- 5+ years
- Required Skills
- Customer serviceHubSpotCRM
Requirements
- At least 5+ years of experience in customer service or client services environment
- Proven oral and written communication skills with professional English proficiency
- Demonstrated experience handling inbound phone calls
- Ability to update records, notes, and customer activities in CRM systems
- Background in coordinating calendars and booking appointments
- Understanding of communication needs and preferences of senior populations
- Comfortable working with customers aged 65 and above and demonstrating patience and empathy in customer interactions
- Proficiency with HubSpot or similar CRM platforms preferred
- Familiarity with RingCentral or similar cloud-based phone systems preferred
Responsibilities
- Answer inbound phone calls and provide warm transfers to sales or enrollment coordinators
- Triage customer inquiries based on their Medicare enrollment stage and needs
- Update customer records, notes, and activities in HubSpot CRM
- Respond to customer support tickets and email inquiries with clear, professional communication
- Schedule and coordinate customer appointments, manage calendars, and ensure appointment details are accurately recorded and communicated
- Handle approximately 40 inbound calls per day on average, with the ability to manage increased call volumes during the Annual Enrollment Period (AEP)
- Maintain professional phone etiquette and provide excellent customer service
- Work collaboratively with sales and enrollment coordinator teams
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