Customer Support

• Client engagement: Assist clients with their home and auto insurance needs. Answer questions, provide documentation, and process billing requests.
• Client follow-ups: Proactively contact clients regarding their policies to ensure we continuously offer the policy that best meets their needs.
• Communication: Communicate effectively by phone, email, and SMS with our clients to build trust. Deliver exceptional customer service.
• Performance evaluation: Monitor personal performance and meet daily/weekly/monthly targets.
• Documentation: Keep accurate notes of client interactions and log follow-up activities in our CRM.
• Collaboration: Work closely with the customer service team to achieve team goals. Contribute to developing strategies to increase customer retention and overall satisfaction.
• Career development: Pass your broker licensing exams (AMF and RIBO) after your first year with us.

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