Sales Customer Service Representative
Twoconnect
full-time
Posted on:
Location Type: Remote
Location: Philippines
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About the role
- Respond to inbound enquiries across phone and email, ensuring all customers receive timely, professional assistance.
- Triage queries, identify next steps, and direct enquiries to appropriate internal teams as required.
- Confidently explain product features, benefits, inclusions, exclusions, and pricing for the primary brand and other insurance products.
- Qualify prospects by asking targeted questions and guide them through the sales process from enquiry to policy confirmation.
- Manage outbound follow-ups to convert warm leads and incomplete applications into active sales.
- Ensure all customer interactions, updates, and policy details are logged accurately within CRM systems.
- Handle post-sale enquiries, including activation, document delivery, and basic amendment requests.
- Monitor recurring themes in customer queries to improve support documentation and reduce friction.
- Collaborate with team members to maintain a high standard of service delivery and sales performance.
- Other position-level duties as instructed during quieter periods of the shift.
Requirements
- 3-5+ years of experience in a sales-driven customer service or inbound/outbound sales role, ideally within the insurance or financial services industry.
- Demonstrated ability to close sales and guide prospects confidently through the application journey.
- Exceptional verbal and written communication skills; friendly, confident, and clear when interacting with customers.
- Proven ability to handle multiple product lines and provide tailored recommendations to diverse enquiries.
- Strong attention to detail in data input, record keeping, and compliance processes.
- Familiarity with CRM platforms and multichannel communication tools (phone/email).
- Professional under pressure, able to prioritise, multitask, and handle escalations with care.
- Sales-focused mindset with a genuine commitment to customer care and satisfaction.
Benefits
- Work from home
- Training Period (First 2 Weeks): **Tues - Sat: 5:00 PM – 2:00 AM PHT
- Regular Schedule: ***Tues - Fri: *6:00 PM – 3:00 AM PHT***Sat:* 5:00 PM – 2:00 AM PHT
- HMO with 1 free dependent and medical reimbursements
- Government-mandated benefits
- Work from home allowances
- Opportunities to work with leading companies in Australia and beyond
- Training programmes for career development
- Engaging company outings, team activities and wellness sessions
- Supportive, inclusive culture
- Dedicated managers focused on your growth and success
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales closingcustomer servicedata inputrecord keepingcompliance processes
Soft skills
verbal communicationwritten communicationattention to detailmultitaskingcustomer care