Telephone Representative
Boston Mutual Life Insurance
**About the Role:**
The Telephone Representative plays a crucial role in the insurance industry by serving as the first point of contact for clients seeking assistance with their insurance needs. This position is responsible for providing exceptional customer service, addressing inquiries, and guiding clients through the insurance process. The major end result of this role is to ensure client satisfaction and retention by effectively communicating policy details and resolving any issues that may arise. Additionally, the Telephone Representative will contribute to the overall efficiency of the team by accurately documenting interactions and following up on client requests. Ultimately, this role supports the company's mission to provide reliable and accessible insurance solutions to our clients in Canton, MA, and beyond.
**Minimum Qualifications:**
+ High school diploma or equivalent.
+ Previous experience in a customer service role, preferably in the insurance industry.
+ Strong verbal communication skills and a friendly, professional demeanor.
**Preferred Qualifications:**
+ Associate's degree in business or a related field.
+ Experience with customer relationship management (CRM) software.
+ Knowledge of insurance policies and regulations.
**Responsibilities:**
+ Answer incoming calls from clients and potential customers, providing information about insurance products and services.
+ Assist clients with policy inquiries, claims processing, and any other insurance-related questions.
+ Document all client interactions accurately in the company database to ensure seamless follow-up and service continuity.
+ Collaborate with other team members to resolve complex client issues and improve service delivery.
+ Maintain up-to-date knowledge of insurance products, industry trends, and company policies to provide informed assistance.
**Skills:**
The required skills for this role include strong communication abilities, which are essential for effectively conveying information to clients and addressing their concerns. Customer service skills are utilized daily to ensure that each client feels valued and understood, fostering a positive experience. Attention to detail is critical when documenting client interactions, as accurate records are necessary for follow-up and service continuity. Problem-solving skills come into play when addressing complex client issues, allowing the representative to find effective solutions quickly. Preferred skills, such as familiarity with CRM software, enhance the efficiency of managing client information and improving overall service delivery.
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