Customer Service Representative - Creditor Insurance
Core
Interact with clients over the phone to provide insurance advice and solutions regarding credit insurance coverage on loans, lines of credit, mortgages, and business loans.
Role type
Customer Service Representative (Creditor Insurance)
Builds
Client retention and new business acquisition for creditor insurance products
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Active listening, rapport building, problem resolution, multi-system navigation, attention to detail
Preferred skills
Sales experience, meeting sales targets, bilingualism (French and English)
Responsibilities
Handle inbound calls, secure or retain business, process client paperwork, meet monthly sales and retention goals, escalate client concerns when necessary
Seniority
Individual Contributor