Representante de Servicio al Cliente para Seguros

Placements24; United States; Hybrid; USD 36,000 - 52,000; Full time

Benefits offered by this job

Hybrid work model

Training on insurance products

Career advancement opportunities

Job summary

Placements24 is seeking an empathetic Representante de Servicio al Cliente para Seguros to join a leading insurance company’s customer support team. The role blends remote work with in-office collaboration in a hybrid setup, focusing on assisting clients with policies, inquiries, and claims.

Fluency in Spanish is required; strong communication and CRM skills are valued, with training provided and opportunities for growth within a supportive, professional team.

Qualifications

• Experience in customer service, preferably in insurance/financial services.
• Excellent verbal and written communication with a friendly tone.
• Strong listening and problem-solving abilities.
• Proficiency with CRM systems and customer support tools.
• Ability to multitask and manage time in a dynamic environment.

Responsibilities

• Respond to inquiries via phone, email, and chat about policy details, billing, coverage, and claims.
• Help policyholders understand their coverage and benefits.
• Guide customers through policy changes, renewals, and cancellations.
• Assist with initiating claims and provide updates on status.
• Resolve issues and escalate complex cases when needed.
• Process endorsements, payments, and other admin tasks.
• Maintain accurate records in the CRM system.
• Inform customers about new products and services.
• Ensure high customer satisfaction with timely support.
• Collaborate with internal teams to resolve issues.

Skills

Customer service

Communication

Active listening

CRM software

Education

High school diploma

Tools

CRM software

Job description

About the Role

Our client, a leading insurance company, is seeking an empathetic and efficient Representante de Servicio al Cliente para Seguros to join their customer support team. This role is essential for providing outstanding assistance to clients regarding their insurance policies, inquiries, and issues. You will be the primary point of contact for policyholders, resolving their concerns with professionalism and speed. The position operates on a hybrid model, allowing for a combination of remote work and in-office collaboration, offering a balanced work environment. The ideal candidate is a patient communicator with a passion for helping others and a solid understanding of customer service principles within the insurance domain.

Key Responsibilities

• Respond to customer inquiries via phone, email, and chat regarding policy details, billing, coverage, and claims.
• Assist policyholders in understanding their insurance coverage and benefits.
• Guide customers through policy changes, renewals, and cancellations.
• Help clients initiate the claims process and provide updates on claim status.
• Resolve customer complaints and issues effectively, escalating complex cases when necessary.
• Process policy endorsements, payments, and other administrative tasks.
• Maintain accurate customer records and interactions in the CRM system.
• Provide information on new products and services as appropriate.
• Ensure a high level of customer satisfaction by delivering timely and accurate support.
• Collaborate with internal departments to resolve customer issues efficiently.

Requirements

• Previous experience in customer service, preferably within the insurance or financial services industry.
• Excellent communication skills, both verbal and written, with a clear and friendly tone.
• Strong active listening and problem-solving abilities.
• Proficiency in using CRM software and other customer support tools.
• Ability to multitask and manage time effectively in a dynamic environment.
• Patient and empathetic demeanor, with a focus on customer satisfaction.
• High school diploma or equivalent; associate's or bachelor's degree is a plus.
• Familiarity with insurance terminology and processes is beneficial.
• Adaptable to working in a hybrid environment, requiring both remote and in-office presence.
• Fluent in Spanish.

Benefits

• This hybrid role offers a competitive salary and comprehensive benefits package.
• Enjoy the flexibility of working remotely on certain days, balanced with the collaborative aspects of in-office work.
• Our client provides thorough training on insurance products and customer service protocols, along with opportunities for career advancement.
• You will be part of a supportive and professional team dedicated to providing exceptional client experiences in the bustling heart of Mexico City, Mexico City, MX .