Our customer is a leading financial services company dedicated to providing innovative and reliable Insurance Premium Funding solutions.
They are looking for a motivated and enthusiastic customer service agent to join their Service Hub Team.
You will be responsible for contacting existing or potential customers by phone or email, to close sales made by the broker team. You will also provide excellent customer service, handle inquiries and complaints, and maintain accurate records of customer interactions.
Key duties and responsibilities
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Contact Business and private individuals from an existing client base
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Communicate with brokers confirming client requests
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Answering incoming calls and responding to customer’s emails
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Making outbound calls to existing or potential customers, following scripts and guidelines
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Identifying customer needs and offering suitable solutions
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Explaining product features, benefits, and prices
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Following up with customers to ensure satisfaction and retention
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Providing product and service information to customers
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Using scripts assist clients through an acceptance process
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Demonstrate knowledge of the product (we will train)
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Analyse client requirements and provide suitable alternatives
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Obtain, update, and confirm client information
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Action and follow up on client and broker requests
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Identify and escalate priority issues
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Update systems with all actions completed
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Follow up client call back requests
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Document all correspondence information according to standard operating procedures
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Complete records of telephonic and email interactions and actions
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Manage goals by understanding and striving to meet or exceed KPI metrics and standards
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Report and present results to management
Experience and Requirements:
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Someone with a great attitude and a willingness to learn and grow
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A team player with enthusiasm, and energy
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A professional and mature demeanour
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Impeccable communication ability
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Active listening skills
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A driven attitude towards achieving goals
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A service orientated approach towards clients
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Good with technology and system navigation
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Evidence of interactions with clients in a servicing role or capacity (Servicing Track record)
- FULL working rights - (Australian Permanent resident or Australian Citizen)
Key duties and responsibilities Experience and Requirements: