Customer Retention Representative

1 week ago


Rio Rancho, New Mexico, United States NM Family & Business Insurance Full time
Job Summary

We are seeking a highly motivated and customer-focused individual to join our team as a Customer Retention Specialist at NM Family & Business Insurance. In this role, you will be responsible for providing exceptional service to our customers, ensuring their needs are met, and resolving any billing issues or insurance audit concerns.

Key Responsibilities:

  • Fixing billing issues for clients
  • Helping to organize insurance audits
  • Communicating with customers via phone, email, and chat to address inquiries, resolve issues, and provide information about our products and services
  • Conducting outbound calls to follow up with customers and provide updates on their needs
  • Entering customer information and order details accurately into the system
  • Collaborating with other departments, such as sales, to ensure customer satisfaction

Requirements:

  • Fluent in both English and Spanish languages
  • Excellent communication skills, both verbal and written
  • Strong phone etiquette and active listening skills
  • Ability to multitask and prioritize tasks effectively in a fast-paced environment
  • Proficient in data entry and computer skills
  • Previous experience in customer service or sales is preferred but not required


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