Commercial Insurance Sales Customer Service Representative
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Job Description
Customer Service Representative assisting commercial insurance clients via phone and digital channels. Upselling relevant products and coordinating with internal teams for service improvement.
Responsibilities:
- Serve as the key point of contact for **commercial **customer enquiries, related to products, claims, service and sales.
- Build rapport with customers to understand their needs and recommend suitable products, services, or upgrades.
- Triage customer queries by assessing urgency, identifying root causes, and routing issues to the appropriate teams, ideally resolving them at first contact where possible.
- Identify opportunities to **upsell **and **cross-sell** relevant products and services based on customer needs and purchase history.
- Leverage the company’s systems and tools to meet sales targets within established service times.
- Educate customers about promotions, new product launches, and bundle offerings to enhance sales.
- Follow up on leads generated on the website.
- Work across multiple brands effectively with adaptability and flexibility.
- Inform management of potential areas for growth in product, service, and education sales.
- Coordinate with internal teams to resolve customer concerns and improve service delivery.
- Maintain up-to-date knowledge of company products, services, and policies.
- Document customer interactions and feedback to support continuous service improvement.
- Provide coaching and mentoring opportunities to other members of the sales & customer support team.
- Other role-specific duties as they arise.
Requirements:
- A bachelor's degree in Business, Communications, or a related field is preferred.
- 3-5 + years of proven experience in a Sales & Customer Service environment with excellent verbal and written communication skills required.
- Demonstrated ability to identify and meet customer needs through effective sales techniques.
- Ability to handle high volume multiple inquiries simultaneously and prioritise effectively.
- Proficiency in CRM software and Microsoft Office Suite.
- Strong attention to detail and ability to work independently.
- Ability to learn new information (product and company information)
Benefits:
- Work from home
- Tues - Sat: 4:00 PM – 1:00 AM PHT (*adjustments will be made for daylight saving time*)
- HMO with 1 free dependent and medical reimbursements
- Government-mandated benefits
- Work from home allowances
- Opportunities to work with leading companies in Australia and beyond
- Training programmes for career development
- Engaging company outings, team activities and wellness sessions
- Supportive, inclusive culture
- Dedicated managers focused on your growth and success
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