Customer Service Partner
United States of America
Full Time
6 hours ago
$55,000 - $65,000 USD
Visa Sponsor
Key skills
Microsoft WordMicrosoft ExcelArtificial IntelligenceData AnalysisMicrosoft CopilotChatGPTClient Service MentalitySpanishAIGenAICommunicationSales
About this role
Allianz Trade in North America is seeking a Customer Service Partner to enhance customer satisfaction and support the sales team. The role involves managing customer inquiries, processing business applications, and overseeing policy management while identifying process improvements to enhance client retention.
Responsibilities:
- Answers customer requests over the phone or email on various topics across all core functions with a sense of urgency
- Works closely with the Direct Sales Force and broker partners to accurately expedite new business application input with offshore partners
- Manages a large portfolio of policies with key responsibilities to include: Communication with the Direct Sales Force and broker partners in regards to policy renewal changes, policy construction & policy distribution
- Responsible for managing collection of past due invoices and other policy items for assigned portfolio
- Identifies process improvements based on exposure to client issues and concerns that directly impact retention and new business production
- Support implementation of Voice of the Customer initiatives in the region
Requirements:
- Bachelor's Degree preferred
- 1-2 years of Customer service or administrative experience
- Spanish speaking is a plus
- Highly computer literate with proficiency in Word, Excel and similar software
- Exceptional internal & external client service mentality
- Excellent trouble shooting skills
- Ability to assimilate and apply information from multiple functions
- Excellent written and verbal communication skills
- Excellent technical and analytical skills
- Proven ability to manage multiple work functions in a high volume setting
- Self motivated & team player
- Strong people skills and ability to manage external customers including broker partners and internal agents
- High level of organization
- High level of computer literacy with an ability to quickly acclimate to new systems
- Prior customer service experience
- Looking for candidates that possess a basic awareness of Artificial Intelligence technologies and are enthusiastic about learning and integrating AI into everyday business processes
- (Generative) Artificial Intelligence or GenAI or AI
- Data Analysis
- (Microsoft) Copilot
- ChatGPT