Client Experience Representative
Core
First point of contact for inbound calls, resolving inquiries, routing clients to brokers, and selling insurance products.
Role type
Client Experience Representative (Call Center)
Builds
Insurance solutions and client connections
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Call center experience, CRM proficiency, multitasking, sales targets, client relationship building, accurate record keeping
Preferred skills
Insurance or financial services experience, Level 1 Insurance License
Technologies
Microsoft Office Suite, CRM, Broker Management Systems (EPIC)
Responsibilities
Answer inbound calls, route inquiries to brokers, prioritize and triage urgent needs, sell insurance products, maintain client records in EPIC, build relationships with clients and partners
Seniority
Entry-level to Individual Contributor