Customer Service Representative (CSR) - WFH - #259385
AlTi Tiedemann Global
Date: 10 hours ago
City: Sioux Falls, SD
Contract type: Full time
We are passionate about finding better ways to serve our clients. We approach problems with open-mindedness and a restless entrepreneurial spirit to deliver more for clients.
Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences make us better suited for a fast-changing world.
As a growing global firm with offices in ten countries on four continents, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.
Customer Service Representative position will be responsible for helping the company attain sales goals for new clients and providing customer service to current agency customers, including processing payments and endorsements.
Responsibilities
Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences make us better suited for a fast-changing world.
As a growing global firm with offices in ten countries on four continents, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.
Customer Service Representative position will be responsible for helping the company attain sales goals for new clients and providing customer service to current agency customers, including processing payments and endorsements.
Responsibilities
- Identify customers for quoting new business
- Process customer policy change requests.
- Secure all Trailing Documents from customers.
- Take premium payments from customers.
- Be outstanding at relationship building.
- Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
- Possess an upbeat, positive and enthusiastic attitude.
- Proficiency to multi-task, follow-thru and follow-up.
- Excellent Communication/interpersonal skills.
- A property & casualty license is preferred but will train good individual.
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