![]() PC: Windows 10 compatible only (Cannot be Windows 7,8,9).Ability to communicate professionally with irate customers.Ability to maintain knowledge of the company’s products and procedures.Excellent verbal and written communication skills. ![]() Previous insurance or financial services experience is a plus.1 year of call center customer service experience is preferred but not required.Recognizes priority situations and understands when to notify appropriate parties. This role will perform corrections identified during the call and forwards modifications to the appropriate party for further processing or approval when necessary. In addition, the CSR will identify concerns, asks appropriate questions, respond to inquiries in a concise and courteous manner while documenting all research findings thoroughly. They assist clients with questions regarding billing, policy coverage, underwriting, or contract changes. The CSR addresses verbal and written inquiries pertaining to term life insurance products and policies. The Customer Service Representative (CSR) delivers exemplary customer service to Primerica term life policyholders and agents. A keen eye for detail and a desire to help others are also necessary traits for individuals in this role. Outbound customer service representatives also verify account information, ensure orders are processed correctly, and notify customers of unusual activity such as an abnormal credit card charge. Exceptional verbal communication skills, a pleasant phone manner, and the ability to build strong relationships are important for these representatives. They will also document all customer interactions through a CRM system. Excellent customer service skills and solid problem-solving abilities are essential for success in this role.Ī typical day for an outbound customer service representative includes identifying customers’ needs, researching customer issues, and providing prompt, clear solutions via phone calls. These professionals are also responsible for monitoring inbound phone calls, emails, and online chat requests, and responding in a timely manner. They follow scripts while talking with customers, process payments, and handle delinquent accounts. What Does an Outbound Customer Service Representative Do?Īn outbound customer service representative contacts customers who have made inquiries or have concerns related to their account, purchase experience, or product use. ![]()
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