Consultant - Customer Engagement (m/f/d)
Core
Manage customer queries, verification processes, and written correspondence to resolve cases for policyholders.
Role type
Customer Engagement Consultant
Builds
Customer support cases and verification documentation
Domain
Insurance / Customer Operations
Deliverable
client delivery
Required skills
Customer service, CRM systems, data extraction, written correspondence, phone communication, problem-solving
Preferred skills
Polish language, Sage CRM experience
Responsibilities
Answering/making calls to policy holders, Processing verification forms, Following form rejection and returned mail processes, Assisting customers with queries/complaints, Extracting data and producing/sending letters, Setting up projects/clients in Sage CRM
Seniority
Individual Contributor