Customer Service Representative - Incoming Calls and Admin

Remote Insurance Team LLC; United States; On-site; USD 35,000 - 55,000; Full time

Job summary

Remote Insurance Team is seeking a Customer Service Representative (Incoming Calls and Admin) to support Insurance Agencies remotely. The role involves data confirmation, cross-referencing, and handling email and phone communications with a focus on accuracy and excellent service.

Ideal candidates will handle pre- and post-sale administration, update CRM records, and collaborate with the team to meet service quality standards.

Qualifications

• Fluent in English with ability to liaise with international clients.
• Extreme attention to detail and accuracy.
• Excellent computer and data-entry skills.
• Customer-service oriented and empathetic.

Responsibilities

• Assist and support an Insurance Agency in their Customer Service Department via email and phone.
• Confirming data and cross-referencing to ensure data accuracy.
• Verification of information.
• Pre- and post-sale administration of personal and commercial insurance policies.
• Document and process customer information into software systems.
• Learn and follow scripts, policies and procedures.
• Comply with confidentiality requirements.
• Obtain and capture information accurately and submit to recipients.
• Manage inbound and outbound customer calls professionally.
• Assist customers with inquiries, issue resolution, and order processing.
• Maintain and update customer information in the CRM system.
• Perform general administrative tasks, including data entry and follow-ups.
• Collaborate with team members to ensure excellent customer service.
• Adhere to company policies to maintain service quality.

Skills

Fluent English

Attention to detail

Computer proficiency

Data entry

Customer service

Multi-tasking

Tools

CRM systems

Job description

Customer Service Representative - Incoming Calls and Admin

Schedule:Monday to Friday | 8 hours a day | between 2pm-3am SAST

Work Location:Remote

At Remote Insurance Team, we recognize that a solid foundation is essential for success. We are currently seeking an experienced Customer Service Representative or office manager to join our dynamic team assisting Insurance Agencies in their Customer Service Department. The Virtual Assistant acting as a CSR or Office manager will be responsible for confirming data, cross-referencing, verifications and email correspondence, as well as delivering exceptional personalized customer service via phone and email. The ideal candidate will possess outstanding communication, organizational, and prioritisation skills, along with a meticulous attention to detail. He/she should be capable of managing multiple tasks simultaneously and performing well under pressure. The ability to work effectively and professionally in a team environment is crucial. A strong willingness to learn new processes and software systems, coupled with above-average computer literacy, is essential for this position.

NO PRIOR INSURANCE KNOWLEDGE REQUIRED.

Requirements

Duties & Responsibilities:

Assist and support an Insurance Agency in their Customer Service Department via email and phone

Confirming data and cross-referencing in order to ensure that crucially important data is accurate

Verification of information

Pre-and post sale administration of personal and commercial insurance policies

Accurately document and process customer information into various software systems

Learn and follow all required scripts, policies and procedures

Comply with requirements surrounding confidential and personal information

Obtain and capture information accurately, followed by submitting information to the necessary recipients

Requirements

Answer and manage inbound and outbound customer calls in a professional and courteous manner.

Assist customers with inquiries, issue resolution, and order processing.

Maintain and update customer information in the CRM system.

Perform general administrative tasks, including data entry, documentation, and follow-ups.

Collaborate with other team members to ensure excellent customer service.

Adhere to company policies and procedures to maintain service quality standards.

Required Skills and Qualifications:

• Must be well spoken and fluent in English with the ability to liaise with international clients
• Extreme attention to detail and accuracy
• Excellent computer skills in order to navigate a variety of software systems
• Excellent data entry and typing skills
• Customer service oriented (positive, helpful, patient, responsive and empathic)

Ability to multi-task

Must have a Fiber line (50mbps preferable)

• Must be willing to work US hours
• Must have loadshedding provisions
• Must have a laptop/computer (not customized) Windows 11 operating system

Competitive salary based on experience.

Opportunities for career growth and development.

Training will be provided by a licensed agent.

Support will be provided by a dedicated VA Support specialist.