Job Summary
Often the first point of contact for customers the Loyalty Services Representative is responsible for addressing customer service concerns inquiries and activities. The Loyalty Services Representative is responsible for retention and selling the value of our products and services. As a Loyalty Services Representative he/she is responsible for creating a positive customer experience through professionalism amicability and knowledge of our products and systems.
Responsibilities
Supporting policyholders with insurance product information
Work with customers via inbound and outbound calls to assist those that wish to cancel their existing insurance coverage reviewing products benefits and/or solving service and Claims issues
Assist clients by matching our products with the needs to the client
Assist in the collection of current and past due premiums
Provide detailed information about policies statuses
Assist with basic technical troubleshooting for website/app related issues
Consistently meets or exceeds expectations for departmental standards related to quality average handle time auxiliary time after call work and other KPIs.
Exhibits and practices the Organizations Common Purposes and Shared Traits. Understands organizational objectives supports process improvements and provides feedback to leadership.
Willingness to perform other duties as assigned.
Expected to be able work various shifts within 8:30 a.m. 7:00 p.m. EDT timeframe. MondayFriday. Hybrid Work Schedule 3 days in office 2 days remote
Represents the compnay tenants: Personal Connection Empathy ProblemSolving and Ownership
Competencies
Problem Solving: Takes an organized and logical approach to thinking through problems and complex issues. Simplifies complexity by breaking down issues into manageable parts. Looks beyond the obvious to get at root causes. Develops insight into problems issues and situation.
Continuous Learning: Demonstrates a desire and capacity to expand expertise develop new skills and grow professionally. Seeks and takes ownership of opportunities to learn acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities. Takes on challenging work assignments that lead to professional growth
Initiative: Willingly does more than is required or expected in the job. Meets objectives on time with minimal supervision. Eager and willing to go the extra mile in terms of time and effort. Is selfmotivated and seizes opportunities to make a difference.
Adaptability: Ability to redirect personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things. Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change course
Results Orientation: Effectively executes on plans drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired results
Qualifications for Internal Candidates
Skills
Previous experience working as a customer service representative
Friendly and professional demeanor.
Excellent communication and interpersonal skills
Critical thinking and
Basic computer skills and knowledge of database software.
Demonstrated attention to detail organizational skills and time management skills.
Ability to work a flexible schedule to meet the needs of the business and performance requirements
Ability to remain calm in stressful situations.
Ability to explain detailed policy concepts in a simple way
1 years of experience
Bilingual skills (verbal written read) in English/Spanish
Education and Experience
12 years experience of customer service
12 years contact center experience
Previous experience with retention efforts to retain customers preferred
Previous phone sales experience is a plus
High School required; bachelors degree preferred