The Role
- Conduct Remote Client Consultations: Meet with clients (virtually) to understand their financial goals, assess their needs, and provide information about different solutions. This involves explaining policy features, coverage options, and premium costs.
- Provide Customer Service: Provide ongoing customer service to policyholders by addressing client inquiries, assisting with policy changes, and helping with claims processing.
- Foster Relationship Building: Build long-term relationships with clients by following up periodically to review their needs, update policies, and address any changes in their circumstances.
- Uphold Compliance and Documentation: Adhere to industry regulations and company policies by maintaining accurate and up-to-date documentation related to client interactions and transactions.
The Company
What We Do
We are a digital product design and development agency founded in 2014. Our main goal is to merge design, technology and innovation to define and build projects that are tailored to the demands of our partners.
We want to meet the needs of our customers through creative, effective and scalable solutions that make them stand out from their competitors. But, among all, we ensure that their users have the unique experience that they deserve
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