Customer Advisor
Core
Providing telephone support to customers, offering impartial guidance and discussing insurance options to help them navigate retirement needs.
Role type
Customer Advisor (Inbound Customer Service)
Builds
Customer support interactions and guidance on insurance products
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
telephone support, impartial guidance, product articulation, problem solving, risk awareness, multitasking with complex systems, handling objections
Responsibilities
Answering customer calls, explaining insurance product complexities, overcoming objections, managing complex systems while supporting customers