Sales Customer Service Representative

The Sales Customer Service Representative is a vital member of the front-line team responsible for handling inbound and outbound enquiries across phone and email for the client's range of insurance products. This role is key to delivering exceptional service, managing multi-product enquiries, and guiding prospective clients through the end-to-end sales process. The ideal candidate will possess a confident sales mindset, exceptional communication skills, and the ability to handle complex queries across multiple insurance offerings, while triaging and directing queries to relevant internal teams when needed.

Key Responsibilities:

Respond to inbound enquiries across phone and email, ensuring all customers receive timely, professional assistance.
Triage queries, identify next steps, and direct enquiries to appropriate internal teams as required.
Confidently explain product features, benefits, inclusions, exclusions, pricing and other insurance products.
Qualify prospects by asking targeted questions and guiding them through the sales process from enquiry to policy confirmation.
Manage outbound follow-ups to convert warm leads and incomplete applications into active sales.
Ensure all customer interactions, updates, and policy details are logged accurately within CRM systems.
Handle post-sale enquiries, including activation, document delivery, and basic amendment requests.
Monitor recurring themes in customer queries to improve support documentation and reduce friction.
Collaborate with team members to maintain a high standard of service delivery and sales performance.
Other position-level duties as instructed during quieter periods of the shift.

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Sales Customer Service Representative (german Speaker Preferred) | WFH, Midshift - Remote Eligible

Twoconnect

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Sales Customer Service Representative

Sales Customer Service Representative (german Speaker Preferred) | WFH, Midshift - Remote Eligible

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