Commercial Insurance Sales Customer Service Representative
Philippines
Full Time
2 hours ago
No Sponsorship
Key skills
CRMMentoringCommunicationSales
About this role
Role Overview
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