Sales Operations Assistant Representative

Summary

Join Experian Insurance Services, a company reinventing the insurance broker model, and contribute to a mission of making finding the best home and auto insurance easy and transparent. As a remote Customer Service Representative in Costa Rica, you will engage with customers via phone, email, and chat, providing quotes and support. You will manage existing customer accounts, collaborate with a team, and utilize your insurance knowledge to create accurate quotes. This role requires strong organizational skills, accuracy, and adaptability in a fast-paced environment. Experian offers a comprehensive benefits package including medical, dental, life insurance, paid time off, and more.

Requirements

• Demonstrates skill in arranging tasks according to their urgency, importance, and deadlines
• Be thorough and ensure accuracy in all tasks
• Have experience working in a fast-paced environment and adaptability to change
• Have a reliable internet connection and a quiet, distraction-free workspace for remote work
• Reside in Costa Rica

Responsibilities

• Engage with customers by inbound and outbound calls (primary)
• Provide a positive and helpful experience by answering questions and gathering necessary information to prepare insurance quotes
• Connect customers with licensed insurance agents
• Provide support through emails and chats
• Manage existing customer accounts for personal insurance policies through phone, email, text, and chat
• Assist customers across platforms accurately
• Work in a fun and collaborative team environment
• Maintain an adaptable approach to changes in procedures
• Understand and work with offerings from over 20 insurance carriers to quote policies for auto, home, renters, and more
• Follow standard operating procedures (SOP) to create accurate customer insurance quotes based on profile details
• Run insurance history reports to ensure proper rating and compliance

Benefits

• Medical, life and dental insurance
• Asociacion Solidarista
• International Share Save Plan
• Flex Work/Work from home
• Paid time off
• Annual Performance Bonus
• Education Reimbursement
• Family Bonding
• Bereavement Leave
• Referral Program