Bilingual Customer Service/Licensed Insurance Advisor at MAI Wealth Management, Inc.

Richmond, Virginia, United States -

Full Time

Start Date

Immediate

Expiry Date

31 Dec, 25

Salary

60000.0

Posted On

02 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Bilingual Communication, Customer Service, Insurance Knowledge, Problem Solving, Analytical Skills, Team Collaboration, Sales Skills, MS Office Proficiency, Time Management, Attention to Detail, Continuous Learning, Decision Making, Relationship Building, Adaptability, Technical Expertise, Customer Experience Focus

Industry

Description

WHAT YOU'LL DO Summary You act as the primary contact for our travellers & partners.  You create and maintain positive traveller/partner relationships.  You proactively cross-sell and represent the benefits of TuGo products. * Create and maintain positive traveller/partner relationships by responding to questions/problems/changes or escalating them as appropriate. * Respond to partner requests for assistance with locating product information, clarifying coverage questions, and confirming rate calculations. Help guide them on how best to utilize the services available to them on the Partner Platform, as well as answering questions on other claims and TuGo services. * Sell and cross-sell TuGo’s products in accordance with established procedures and scripts. * Remain up to date on all insurance products, procedural changes, industry information, and the computer and phone systems. * Respond to phone inquiries regarding coverage and how to make a claim. * Achieve performance targets. * Collaborate and communicate effectively with team members and all other teams. * Responsively and effectively handle issues. * Look for ways to improve customer experience. * Promote and model TuGo culture, values, and brand promise. * Continuously build professional and technical expertise. * Other duties as required. WHAT YOU'LL BRING * Degree or diploma in business or other discipline * 2+ years of experience in a contact centre or customer service environment * Excellent written and verbal English & French communication skills required * Successful completion of Level One insurance licence (within 1 month of start date) * Ability to learn quickly and apply knowledge of policy wording to accurately sell policies and provide service to travellers * A successful criminal record check is a requirement of the position as required by insurance councils for licensing * Ability to work our 9am-5pm M-F shift and Saturdays on rotation * Travel insurance industry experience is a highly desired asset * Strong team player and positive contributor * Proficient in MS Office Suite and able to learn applications quickly * Well-developed analytical, problem-solving, and decision-making skills * Able to consistently live our values of valued, effective and trusted * A strong customer experience focus * A passion for continuous learning and professional achievement Contact Centre Hours (Pacific time): M-F 6-5; Sat 7-4. Sat = rotation. Shifts do not change unless required. * Remote options may be available for those already licensed. Next training group starts November. Salary range: $50,000 - $60,000

Responsibilities

You will act as the primary contact for travellers and partners, maintaining positive relationships and responding to inquiries. Additionally, you will sell and cross-sell TuGo products while achieving performance targets.