Survey Associate
Core
Conduct outbound welcome and survey calls to verify customer information, confirm understanding of policy benefits, and collect feedback on the purchase and onboarding experience.
Role type
Associate, Survey (Customer Experience)
Builds
Customer feedback loops and policy understanding verification for newly issued policyholders
Domain
Insurance / Customer Service
Deliverable
dashboards & analysis
Required skills
Outbound calling, NPS survey administration, data entry, complaint escalation, policy knowledge verification, Microsoft Office proficiency, CRM system usage
Preferred skills
Call center management experience, problem-solving mindset, critical thinking
Technologies
Microsoft Excel, Word, Outlook, Call center systems, CRM systems, Policy administration systems