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Customer Service Representative (Contractor)

Role overview

Qualifications

  • 2-3 years of experience minimum
  • In-depth knowledge of life insurance and annuity products
  • Solid oral and written communication skills
  • Customer service oriented

Responsibilities

  • Greets callers positively and professionally; verifies security information
  • Engages callers, asks probing questions, and provides appropriate responses
  • Follows procedures for release of specific policyholder information
  • Reviews and determines the nature of email inquiries and responds appropriately

Key facts

Other skills

  • Customer Service
  • Communication
  • Multitasking
  • Microsoft Office
  • Empathy
  • Physical Flexibility
  • Personal Integrity

About the company

NR Consulting logo

NR Consulting

Staffing & Recruiting

NR Consulting is one of the fastest-growing Global IT & Workforce Solutions Company with a growth of 100% YoY for last consecutive 5 years. Our specialization keeps our focus strong, knowledge sharp and fastest solutions speed in the industry. Our unique & unrelenting model results to instant access to the most sought-after technology innovators. We offer unmatched IT & Workforce Solutions to our clients by developing an in-depth understanding of their business needs. We specialize in Contingent Hiring, Direct Hires, Statement of Work, RPO, MSP/VMS and Managed IT Services.

Company details

Company typeLarge
IndustryStaffing & Recruiting
Company size1001 - 5000

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Job description

Job title: Customer Service Representative
Location: Remote (preferred in the Tri-State area)
Duration: 6+ Month C2H

2-3 years of experience minimum. Heavy preference for French Canadian speaking candidates, open to Bilingual - English/Spanish candidates, and will also consider English speaking candidates.

Overview
The Customer Service Representative (CSR) position is a dynamic Contact Center position focused on the servicing of inbound telecom/email requests from Members. Contact Center Representatives will handle complex inquiries involving Membership/Fraternal transactions that arrive in 3 primary languages (English, French, Spanish). The successful CSR will be able to thrive in a high-volume, changing service environment. At all times, maintains a professional, courteous, and positive image to reflect positively on the Orders image and business operations.

Core Responsibilities
  • Greets callers positively and professionally; verifies security information such as, but not limited to, agent id, social security #, dob, address, and phone numbers.
  • Engages callers, asks probing questions, to determine the nature of the call, and responds to the reason for the call. Use administrative systems to search for the information needed to answer the callers inquiry and provide the appropriate response.
  • Follows procedures for release of specific policyholder information; assesses customer and field force needs for Home Office assistance. Forwards standard or special action requests to the appropriate department to comply with the callers request for written correspondence.
  • Reviews and determines the nature of email inquiries, analyzes the issue, and responds appropriately or directs the inquiry to the proper department. Serves as liaison between our website and appropriate departments.
  • Routinely reviews departmental communications, product updates, and other tools to stay current with organizational developments.

Skills Qualifications
  • In-depth knowledge of life insurance and annuity products in particular, with emphasis on the Orders product offerings.
  • In-depth knowledge of Membership and Fraternal business function
  • Complete familiarity with online information systems and procedures regarding the dissemination of information and product administration.
  • Solid oral and written communication skills.
  • Must be customer service oriented.
  • Conflict resolution; diplomacy.
  • Must be able to multi-task and enjoy working in a high-volume contact center
  • Life 70, Policy Master Record, Ingenium, Red I, Rate Book, RBSS, AWD, and website.
  • Customer Service training materials
  • Microsoft Office: Outlook, One Note, Teams. Word, Excel
  • Familiarity with Call Center Technology: IVR, Soft-Phone, Call Back Assist
  • CRM
  • Customer-Focused, Empathy, Service-Minded, Flexible, Task-oriented, Integrity, Multi-tasker

Preferred:
  • Bilingual English/Spanish or English/French

Education: BS or BA degree in related field or equivalent work experience
Experience: 2-3 years related work experience with life insurance products and/or direct customer contactor equivalent combination of training and experience.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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