Customer Experience Specialist
hace 5 horas
We are seeking a highly skilled Customer Experience Specialist to join our team in Guaynabo, PR. As a key member of our Sales Center, you will be responsible for delivering exceptional customer service through phone and walk-in interactions.
Key Responsibilities- Provide day-to-day support to the Sales Center by creating customer files and processing policy-related documentation.
- Handle electronic customer requests and offer information about insurance initiatives, policies, payments, and collections.
- Offer proactive customer outreach and handle complaints related to policies issued, payment processing, and premium returns.
- Proactively listen to customers and identify their insurance needs, offering orientation on property valuation for insurance purposes.
- Receive and document insurance claims, contact predetermined clients to retain their portfolio and improve premium collection.
- Process finance contracts as per customer's request and manage institutional account compulsory insurance voucher processes.
- A minimum of 24 approved credits or an equivalent combination of education and experience.
- Excellent customer service approach and focus.
- Positive attitude and disposition to listen, understand, and solve customer needs.
- Proficiency in English and Spanish, both oral and written.
- Ability to identify sales opportunities and offer various popular products and services.
- Excellent interpersonal relationships and communication with colleagues and customers.
- Ability to work as a team and collaborate to achieve common goals.
- Initiative and judgment to seek solutions and make decisions within delegated responsibility.
- Excellent organizational skills to prioritize and work under pressure.
- Ability to manage various systems, including Outlook and Microsoft Office.
We are Puerto Rico's leading financial institution, dedicated to making our customers' dreams come true by offering financial solutions at each stage of their life. Our extensive trajectory demonstrates our employees' determination to innovate, reach the right solutions, and strongly support the communities we serve.
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