Customer Service Partner

This is a fully remote position, open to applicants in Maryland.

📋 Description

• Respond to customer inquiries via phone or email on a range of subjects across all main functions with a prompt approach.

• Collaborate closely with the Direct Sales Force and broker partners to efficiently facilitate the input of new business applications with offshore teams.

• Oversee a substantial portfolio of policies.

• Liaise with the Direct Sales Force and broker partners regarding changes in policy renewals, policy structuring, and policy distribution.

• Handle the collection of overdue invoices and other policy-related matters for the designated portfolio.

• Recognize opportunities for process enhancements based on client feedback and concerns that directly influence retention and the generation of new business.

• Assist in the execution of Voice of the Customer initiatives within the region.

⛳️ Requirements

• A Bachelor’s Degree is preferred.

• 1-2 years of experience in customer service or administrative roles.

• Proficiency in Spanish is a plus.

• Highly proficient in computer applications, particularly Word, Excel, and similar software.

• Outstanding client service orientation for both internal and external stakeholders.

• Strong troubleshooting abilities.

• Capability to assimilate and utilize information from various functions.

• Excellent verbal and written communication skills.

• Superior technical and analytical capabilities.

• Demonstrated ability to manage multiple tasks in a fast-paced environment.

• Self-driven and a team player.

• Strong interpersonal skills to effectively manage external clients, including broker partners and internal agents.

• High degree of organization.

• Advanced computer literacy with a quick adaptability to new systems.

• Previous experience in customer service.

• Basic understanding of Artificial Intelligence technologies and a keen interest in learning and incorporating AI into daily business operations.

• Familiarity with Generative Artificial Intelligence (GenAI/AI), Data Analysis, Microsoft Copilot, and ChatGPT.

🏝️ Benefits

• Competitive salary.

• Eligibility for annual bonuses and/or commission opportunities.

• 401(k) plan with discretionary matching of up to 6%.

• Flexible work hours.

• Comprehensive health and wellness benefits.

• Paid time off for vacations, illness, Birthday Day Off, and Volunteer Day Off.

• Tuition reimbursement.

• Family care resources, including benefits for fertility and adoption.