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Customer Engagement Associate

2 months ago

Austin, Texas, United States DigitalBGA Full time

Join Our Team as a Customer Service Specialist


DigitalBGA is excited to announce that we are expanding our team and looking for a dedicated individual to join our thriving office.


As a recognized leader in the life insurance sector, we pride ourselves on our commitment to exceptional service and support for our clients.


Position Overview:
In this role, you will play a vital part in ensuring client satisfaction and maintaining our high standards of service.


Key Responsibilities:

  • CRM Management: Keep detailed and accurate records of client interactions and transactions within our CRM platform.
  • Client Outreach: Conduct proactive outreach to clients for follow-ups, updates, and to address any inquiries or concerns.
  • Call Management: Handle incoming client calls efficiently, providing assistance and directing calls as necessary.
  • Correspondence Handling: Prepare and send letters and documents, ensuring timely delivery and accuracy.
  • Shipping Coordination: Manage packaging and shipping tasks, ensuring all materials are organized and dispatched correctly.
  • Inquiry Resolution: Assist clients with questions regarding our products and services, ensuring a positive experience.
  • Case Support: Work closely with the Office Coordinator to assist in case management, including documentation and follow-ups.


Qualifications:

  • Availability to work in-office during standard business hours.
  • Experience in a customer-facing role, ideally within a technology or digital services environment.
  • Strong verbal and written communication skills, with a friendly and professional demeanor.
  • Excellent organizational abilities, capable of multitasking and prioritizing effectively.
  • Familiarity with CRM systems and Google Workspace.
  • Ability to work both independently and collaboratively in a fast-paced setting.
  • Attention to detail and a commitment to providing high-quality service.
  • Proficient problem-solving skills, with the ability to handle challenging situations with patience.


What We Offer:

  • Competitive hourly wage.
  • Comprehensive health, dental, and vision insurance.
  • Opportunities for professional growth and career advancement.

If you are a motivated individual with a passion for customer service, we would love to hear from you. Please submit your resume highlighting your qualifications and interest in this position.


About DigitalBGA:
DigitalBGA is a data-driven Brokerage General Agency (BGA) that empowers life insurance agents with innovative technology and resources to maximize their potential.

Join us and discover why we are recognized as one of the fastest-growing private companies in the industry.