Customer Service Operator
Indexed description
Position Summary
The Customer Service Operator (CSO) position is responsible for making a great first impression on all callers. The CSO is the initial point of contact by phone for client questions and inquiries. The CSO will answer and direct all telephone inquiries in a timely, efficient, and professional manner.
Key Responsibilities
- Answer and respond to all incoming customer calls effectively and efficiently
- Profile callers to accurately determine when and where calls should be further transferred
- Responsible for accurately maintaining client data and insurance information
- Responsible for processing specialized functions in a timely manner
- Perform other duties as assigned
- High school diploma or equivalent
- One to three years of customer service experience
- Detail-oriented with strong interpersonal communication skills
- Ability to handle confidential information
- Ability to use multiple systems and online resources efficiently
- Ability to obtain and grow an understanding of life insurance and learn how to explain information to clients
- Strong computer literacy and open to learning new applications
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