Customer Service Representative (CSR) - Remote

AlTi Tiedemann Global; Seattle (WA); Remote; USD 50,000 - 60,000; Full time

Job summary

AlTi Tiedemann Global seeks a passionate Customer Service Representative to join their remote team. Committed to excellence and innovation, we empower individuals with diverse backgrounds to thrive in a collaborative environment. If you have a positive attitude and strong communication skills, apply to help us deliver exceptional service.

Qualifications

• Fantastic communication skills, ability to be coachable, and maintain a positive attitude are essential.
• Ability to multi-task and follow through with customer service needs.
• A property & casualty license is preferred but training is available.

Responsibilities

• Assist in achieving sales goals by providing excellent customer service.
• Process payment and change requests from customers efficiently.
• Build relationships with clients to ensure customer satisfaction.

Skills

Communication

Multi-tasking

Problem-solving

Relationship building

Education

Property & Casualty License

Job description

Customer Service Representative (CSR) - Remote

Customer Service Representative (CSR) - Remote

3 days ago Be among the first 25 applicants

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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