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Top Customer Success & Experience Jobs
Insurance • Financial Services
Provide bilingual (English/Spanish) phone and email support to policyholders and agents: answer/return calls, resolve complaints, process requests, scan/index documents to OnBase, mail outgoing correspondence, monitor fraud trends, assist investigations, complete assigned projects, and participate in ongoing product/process training.
Top Skills:
ExcelMicrosoft WordOnbase
Insurance • Financial Services
Handle inbound cancellation calls and outbound lapse recovery to retain life insurance policyholders. Assess customer needs, recommend solutions, document interactions, meet call center KPIs, and maintain product knowledge while delivering empathetic, accurate service.
Top Skills:
ExcelMicrosoft OutlookMicrosoft Word
Insurance • Financial Services
The Bilingual Customer Retention Representative engages with customers regarding policy cancellations, builds relationships, and offers solutions to retain life insurance policies.
Top Skills:
ExcelMS OfficeOutlookWord
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