Customer Service Representative

As a Customer Service Representative, you will provide direct support to our insurance advisors, ensuring a seamless experience for our clients. Your primary responsibilities include answering phone calls, responding to online inquiries, and gathering necessary customer information. In this role, a strong knowledge of the insurance plans brokered by Alliance Income is essential to effectively assist our clients and advisors.

Key Responsibilities

• Provide timely and professional responses to customer inquiries across phone, email, and chat.
• Resolve issues related to our online insurance portal and guide customers through troubleshooting or account management processes.
• Maintain detailed records of customer interactions, ensuring follow-ups and resolutions are documented.
• Collaborate with internal teams to resolve complex issues and elevate cases when necessary.
• Stay informed about our product offerings, policies, and procedur...