Investment Firm Logo

Investment Firm

Customer Care Representative

Posted One Month Ago
Remote or Hybrid
Hiring Remotely in United States
Junior
Remote or Hybrid
Hiring Remotely in United States
Junior
The Customer Care Representative will handle customer inquiries about policies, provide information, manage policy updates, and collaborate with internal teams.
The summary above was generated by AI

We are seeking an empathetic and detail-oriented Customer Care Representative to join our growing team. The ideal candidate will be the first point of contact for our policyholders, delivering top-tier service and support through various communication channels. You will play a vital role in resolving inquiries, managing policy information, and ensuring a seamless, positive experience for our customers.

 

What you will be responsible for:

* Act as the primary point of contact for customer inquiries via phone, email, and live chat, handling issues related to policy coverage, billing, and claims.

* Provide clear, concise, and accurate information to customers, explaining complex insurance policy terms in plain language.

* Process policy changes, updates, and cancellations accurately and efficiently.

* Document all customer interactions and details meticulously within our customer relationship management (CRM) software.

* Collaborate with other internal departments, such as claims and underwriting, to resolve complex customer issues promptly.

* Identify opportunities to upsell or cross-sell products to meet customer needs and forward leads to the sales team when appropriate.

* Stay up-to-date on all product knowledge, company policies, and industry changes.

 

Your ideal qualifications:

* A minimum of 2 years of experience in a customer service role, preferably within the insurance or financial services industry.

* Excellent communication skills, both verbal and written.

* Strong active listening and problem-solving abilities.

* Proficiency with CRM software and a high degree of comfort with computer systems.

* High school diploma or equivalent is required; an associate's degree is a plus.

* Demonstrated ability to be empathetic, patient, and professional, especially during challenging customer interactions.

* The ability to multitask and manage time effectively in a fast-paced environment.

* An Insurance Producer's License or willingness to obtain one.

What makes this an exciting opportunity:

* Career growth: This role offers a clear path for advancement within our company, with opportunities to move into senior roles or other departments like sales or claims.

* Empowering culture: We foster a supportive and collaborative work environment where your ideas are valued and your contributions make a real difference.

* Meaningful work: You will directly help clients during significant moments in their lives, providing them with peace of mind and security.

Similar Jobs

23 Days Ago
Easy Apply
Remote
USA
Easy Apply
Junior
Junior
Digital Media • eCommerce • Information Technology • Marketing Tech • Pet • Retail • Social Media
As a Customer Care Representative, you will handle customer inquiries, resolve complaints, manage orders, and enhance customer satisfaction using multiple systems and thorough documentation.
Top Skills: Google SuiteMS OfficeWindows-Based Applications
42K-42K Hourly
Entry level
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
As a Customer Care Advocate, you will guide customers, solve challenges, and ensure exceptional service in a contact center environment. Responsibilities include training, adapting to new technologies, and meeting key performance indicators.
Top Skills: ApplicationsComputer Systems
5 Hours Ago
Remote or Hybrid
United States
56K-99K Annually
Mid level
56K-99K Annually
Mid level
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The STD Unit Leader ensures team performance in claim management, customer service, and expense management while providing guidance, removing obstacles, and analyzing data to achieve business objectives.

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account