Answers customer requests over the phone or email on various topics across all core functions with a sense of urgency.
Works closely with the Direct Sales Force and broker partners to accurately expedite new business application input with offshore partners
Manages a large portfolio of policies with key responsibilities to include: Communication with the Direct Sales Force and broker partners in regards to policy renewal changes, policy construction & policy distribution
Responsible for managing collection of past due invoices and other policy items for assigned portfolio
Identifies process improvements based on exposure to client issues and concerns that directly impact retention and new business production
Support implementation of Voice of the Customer initiatives in the region

Bachelor’s Degree preferred
1-2 years of Customer service or administrative experience
Spanish speaking is a plus
Highly computer literate with proficiency in Word, Excel and similar software.
Exceptional internal & external client service mentality
Excellent trouble shooting skills
Ability to assimilate and apply information from multiple functions
Excellent written and verbal communication skills
Excellent technical and analytical skills
Proven ability to manage multiple work functions in a high volume setting
Self motivated & team player
Strong people skills and ability to manage external customers including broker partners and internal agents
High level of organization
High level of computer literacy with an ability to quickly acclimate to new systems.
Prior customer service experience
Looking for candidates that possess a basic awareness of Artificial Intelligence technologies and are enthusiastic about learning and integrating AI into everyday business processes (Generative) Artificial Intelligence or GenAI or AI Data Analysis (Microsoft) Copilot ChatGPT

Customer Service Partner

Key skills