Customer Care Representative - Home Insurance Follow-Up Specialist

Full Job Description

We are seeking a Customer Care Representative to join our team as a Home Insurance Follow-Up Specialist. In this role, you will be responsible for reaching out to clients who have recently purchased home insurance through our agency and have closed on their houses. Your primary objective will be to ensure that our clients have successfully transitioned into their new homes and address any queries or concerns they may have regarding their homeowners insurance policy.

Job Responsibilities

1. Contact clients via phone calls one day a week to follow up on their recent home insurance purchase and house closing.
2. Engage in friendly and empathetic conversations to ensure clients' smooth transition into their new homes.
3. Verify clients' satisfaction with the insurance process and address any concerns or questions they may have.
4. Provide information regarding their homeowners insurance policy coverage and benefits.
5. Document client interactions accurately and efficiently in our CRM system.
6. Collaborate with the customer service team to address any escalated issues or unresolved inquiries.

Job Requirements

1. Excellent verbal communication skills in English, with a clear and professional phone demeanor.
2. Strong interpersonal skills with the ability to build rapport and establish trust with clients.
3. Prior experience in customer service or sales support roles preferred.
4. Detail-oriented and capable of multitasking in a fast-paced environment.
5. Ability to work independently and prioritize tasks effectively.
6. Proficiency in basic computer applications and CRM software.
7. Must be available to work one day a week for client follow-up calls.

Note: This position does not require an insurance license as it does not involve providing specific insurance advice or selling insurance policies.

Skills Required

• Customer Support - Expert
• Customer Service - Expert

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