Sales Customer Service Representative (Insurance/ Financial Exp) - WFH/Dayshift

The Sales Customer Service Representative acts as a trusted point of contact for existing customers, delivering exceptional service while identifying opportunities to enhance customer value through relevant product and service recommendations. The role involves handling both inbound and outbound interactions via telephone and digital channels, using established systems to meet service and sales objectives while ensuring a positive customer experience.

• Serve as the primary point of contact for customer enquiries, related to products, claims, service and sales.
• Triage customer queries by assessing urgency, identifying root causes, and routing issues to the appropriate teams, ideally resolving them at first contact where possible.
• Respond to customer queries via phone, email, and converse in a friendly, professional manner.
• Build rapport with customers to understand their needs and recommend suitable products, services, or upgr...