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 variety of topics across all essential functions with a sense of urgency.

• Collaborate closely with the Direct Sales Force and broker partners to efficiently process new business application entries with offshore partners.

• Oversee a significant portfolio of policies, including liaising with the Direct Sales Force and broker partners regarding changes in policy renewal, policy structure, and distribution.

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

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

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

⛳️ Requirements

• Bachelor’s Degree is preferred.

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

• Proficiency in Spanish is advantageous.

• Highly skilled in computer applications with strong proficiency in Word, Excel, and similar software.

• Outstanding internal and external client service orientation.

• Excellent troubleshooting abilities.

• Capable of assimilating and applying information from various functions.

• Superior written and verbal communication skills.

• Strong technical and analytical capabilities.

• Demonstrated ability to manage multiple tasks effectively in a high-volume environment.

• Self-motivated and a collaborative team player.

• Excellent interpersonal skills with the ability to engage effectively with external clients, including broker partners, and internal agents.

• High organizational skills.

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

• Prior experience in customer service.

• Basic understanding of Artificial Intelligence technologies and a willingness to learn and integrate AI into daily business practices.

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

🏝️ Benefits

• Competitive salary.

• Eligibility for annual bonuses and/or commission structures.

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

• Flexible work schedules.

• Health and wellness benefits.

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

• Tuition reimbursement.

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