Call Center Customer Service Representative

Role Overview: As a customer service representative in the financial industry, your primary responsibility will be to handle inbound and outbound calls from customers, addressing inquiries related to insurance, investment, and other financial products. You will be expected to provide accurate and detailed information on product features, pricing, eligibility criteria, and application procedures. Your role will involve assisting customers in resolving issues and complaints promptly and professionally, while also educating them on available services, promotions, and opportunities for cross-selling and upselling. Key Responsibilities: - Handle inbound and outbound calls from customers, addressing inquiries related to insurance, investment, and other financial products - Provide accurate and detailed information on product features, pricing, eligibility criteria, and application procedures - Assist customers in resolving issues and complaints promptly and professionally - Educate customers on available services, promotions, and opportunities for cross-selling and upselling - Maintain a thorough understanding of financial products, services, and industry regulations - Follow company scripts and guidelines for call handling - Document all customer interactions accurately in the CRM system - Collaborate with various departments within the organization, such as sales, operations, and compliance, to ensure seamless delivery of customer service - Meet or exceed performance targets, including call handling time, conversion rates, and customer satisfaction scores - Continuously develop skills and enhance knowledge through training programs and self-learning initiatives Qualifications Required: - Bachelor's degree in finance, business, or a related field preferred - Prior experience in a call center or customer service role within the financial industry advantageous - Proficiency in English communication and strong interpersonal skills essential - Ability to build rapport with customers necessary - Sound knowledge of financial products, services, and regulatory requirements beneficial - Proficiency in CRM software and other call center tools advantageous - Multitasking, effective time management, problem-solving capabilities, and attention to detail required - Flexibility to work varied hours, including weekends and holidays, may be necessary - Certification or training in financial services or customer relationship management (CRM) would be a plus,