Customer Experience Associate

3 weeks ago


Toledo, Ohio, United States RBI Insurance Agency Full time
Job Summary

We are seeking a highly motivated and dedicated Customer Experience Specialist to join our team at RBI Insurance Agency. As a key member of our customer-facing team, you will be responsible for delivering exceptional services to our clients, enhancing their overall experience, and driving business growth.

Key Responsibilities
  • Meet or exceed individual sales activity and production goals.
  • Track customer experience across online and offline channels, devices, and touchpoints.
  • Continue our consultative sales process and client experience initiatives throughout the entire client lifecycle.
  • Identify customer needs and take proactive steps to maintain positive experiences and outcomes.
  • Respond to customer queries in a timely and effective manner via phone, email, social media, or chat applications.
  • Stay informed of industry trends.
Essential Functions
  • Regularly required to reach with hands and arms, talk or hear, stand, walk, and sit for long periods of time.
Requirements
  • Associates degree or at least 2 years' experience in a customer service support role.
  • Extensive experience in gathering and interpreting customer experience information.
  • Solid knowledge of online customer engagement platform channels.
  • Exceptional interpersonal skills and a client-centered approach.
  • Great organizational and time management abilities, including a healthy work-life balance.
  • Superb communication, collaboration, and forward-looking perspective and attitude.
  • Adaptability and ability to embrace change as company processes, strategies, and technologies evolve.
  • Advanced task management and organizational skills with a primary focus on exceeding customer expectations.

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