Customer Service Representative (CSR) - Remote

AlTi Tiedemann Global; Dallas (TX); Remote; USD 35,000 - 55,000; Full time

Job summary

A global firm, AlTi Tiedemann Global, is seeking a Customer Service Representative in Dallas. The role focuses on building client relationships and processing payments. Ideal candidates have strong communication skills, a positive attitude, and the willingness to learn. Training will be provided for those without a license.

Qualifications

• Genuine willingness to learn and be coachable.
• Upbeat, positive, and enthusiastic attitude.
• Proficient in multi-tasking and follow-up.

Responsibilities

• Identify customers for quoting new business.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Take premium payments from customers.

Skills

Excellent Communication

Interpersonal skills

Relationship building

Education

Property & casualty license

Job description

We are passionate about finding better ways to serve our clients. We approach problems with open-mindedness and a restless entrepreneurial spirit to deliver more for clients.

Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences make us better suited for a fast-changing world.

As a growing global firm with offices in ten countries on four continents, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.

Customer Service Representative position will be responsible for helping the company attain sales goals for new clients and providing customer service to current agency customers, including processing payments and endorsements.

Responsibilities

• Identify customers for quoting new business
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Take premium payments from customers.
• Be outstanding at relationship building.
  
  

Requirements

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• A property & casualty license is preferred but will train good individual.