Insurance Transaction Customer Service Associates- Contractual Opportunity

Sutherland is seeking an analytical and attentive person to join us as an Insurance Transaction Associate. We are a group of driven and hard-working individuals. If you are looking to build a fulfilling career and are confident you have the skills and experience to help us succeed, we want to work with you!

Enthusiastic and self-motivated Customer Service Associates in this role get to provide support service for our insurance customers. Insurance Transaction Customer Service Associates at Sutherland:

* Build good working relationships and establish rapport with customers to gain trust and understanding

* Convey actions taken on insurance policies accurately and clearly to customers

* Maintain and improve quality results by adhering to established standards and guidelines

* Update job knowledge by studying new product descriptions and participate in educational opportunities

* Collaborate with licensed insurance agents to provide quality customer care and resolve complex issues

* Manage communications by diligently tracking and recording outcomes of customer calls/online chats/emails to ensure timely responses

* Review job aids and effectively communicate with team members to gather all required data necessary for resolution to service requests

* Explain insurance products, processes, and policy details to customers in a clear and concise manner

* Process policy changes, including updates to coverage, beneficiaries, and personal information

* Handle billing inquiries and assist customers with premium payments or payment arrangements

* Identify cross-selling and upselling opportunities when appropriate, referring customers to licensed agents for further assistance

* Maintain customer confidentiality and adhere to all company and industry compliance standards

* Utilize various software systems and databases to access and update customer information efficiently

* Participate in team meetings and contribute ideas for process improvements and enhanced customer satisfaction

* Adapt to changing policies, procedures, and technologies in the insurance industry to provide up-to-date and accurate information to customers