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Customer Solutions Specialist
Beacon Insurance Company Limited
- Port-of-Spain
- Not disclosed
- Permanent full-time
- Updated 03/07/2024
- Human Resources
The Customer Solutions specialist is responsible for achieving two main objectives: (1) Provision of accurate technical insurance advice and information to interested parties, customer, and non-customer. (2) Execution of marketing activities centered around data and information gathering.
KEY POSITION RESPONSIBILITIES:
- Respond to incoming leads via online, call-in and walk-in customers where applicable, by providing accurate quotes to customers in a timely manner.
- Re-direct quotes and interested parties effectively for follow up and conversion.
- Deliver customer service and technical excellence with Incoming queries related to products, quotes and policies.
- Monitor quotes and conversions to ensure appropriate re-direction.
- Provide insights into customer responses to quotes, queries and claims.
- Attend activations and sponsored events as needed.
- Ensure complete understanding of products and policy sales.
- Ensure compliance with all applicable regulatory requirements, company policies and procedures.
- Complete all assigned training as directed.
- All other tasks assigned from time to time by manager.
KEY TECHNICAL COMPETENCIES:
- Advanced ability to develop clear, concise communications that are grammatically correct and professional, and to listen and understand the needs of others.
- Advanced knowledge and understanding of the range of insurance products, risk underwriting and services available in the market and how that knowledge can be used to meet client needs.
- Advanced knowledge of how claims should be handled and managed.
- Knowledge of Beacon and the wider insurance marketplace and how this is applied on a day-to-day basis.
- Expertise in computer skills, specifically Excel and Word, specifically the use of Excel to produce tables and graphs. Competent in Power Point and Microsoft Teams or other team-sharing software.
QUALIFICATIONS AND EXPERIENCE:
- Diploma or Associate degree in Business Administration/ Communications/Marketing.
- Insurance underwriting training or qualifications would be an asset.
- Certificate in Microsoft Office Suite.
- Minimum of one (1) year in a similar position (call centre, sales/telesales, underwriting).
- Minimum one (1) year of Insurance underwriting experience.
- Minimum one (1) year in a call centre or customer care role.
- Knowledge of Office Procedures, Customer Service principle and Team-sharing software would be considered an asset.
This position is on contract for a duration of six (6) months.
Ref: BICL 110
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Beacon Insurance Company Limited
- #13 Stanmore Avenue, Port of Spain, Trinidad West Indies
- 1 (868) 625-1113
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