Primary Duties and Responsibilities
- Deliver a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment.
- Become proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions which requires a basic understanding of a risk product.
- Resolve routine problems by following defined standard process and evaluating solutions.
- Take responsibility of the client experience to make a difference by connecting with the client and seeing things from their point of view.
- Handle phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.
- Foster a professional relationship with our clients to enhance brand loyalty.
- Exhibit consistent and appropriate style and customer focused approach to a variety of customers and customer situations.
- Use available resources to effectively and accurately complete routine cases.
Job information can change without notice