Specialist - Customer Success - BFSI (2-4 yrs)

Specialist - Customer Success

Roles and responsibilities :

- Working effectively in a fast-paced environment.

- Using assigned software and tools to manage customer interactions and data.

- Adhering to company policies and procedures.

- Maintaining a professional and courteous demeanor at all times.

- Providing information about insurance products.

- Processing insurance applications or claims.

- Answering customer questions about insurance policies.

- Handling inbound and outbound calls (depending on LOB).

- Answering customer inquiries and resolving issues related to sales, insurance, or general product/service information.

- Providing accurate and timely information to customers.

- Troubleshooting problems and guiding customers through solutions.

- Maintaining records of customer interactions.

- Escalating unresolved issues to the appropriate department.

Nice to have:

- Good verbal and written skills.

- Good Communication and Interpersonal skills.

- Domain Knowledge.

- Postgraduate/Graduate.