Phoenix Pro Connect, LLC · 6 months ago
Trilingual PHS Customer Service Representative
Miami, FL
Full-time
Onsite
Entry, Mid Level
2+ years expPhoenix Pro Connect, LLC is seeking a Trilingual PHS Customer Service Representative to provide high-quality service and support to life insurance policyholders. The role involves handling inquiries, processing policy changes, and ensuring compliance with standards while maintaining a positive customer experience.
Staffing & Recruiting
Responsibilities
Respond to incoming emails, calls, and inquiries from policyholders, agents, and other stakeholders
Provide clear and accurate information regarding life plans, including billing, coverage details, and policy changes
Process policy service requests such as beneficiary updates, payment method changes, address changes, policy assignments, in-force illustrations, benefit payments, and other policy changes
Document all customer interactions and actions taken in the customer relationship management (CRM) system
Assist with outbound calls or follow-ups as required
Provide limited customer service support to local office affiliates
Assist with special projects as assigned
Contribute to team goals for service, accuracy, and customer satisfaction
Qualification
Required
Trilingual: Excellent written and verbal communication in Portuguese, Spanish, and English (a must)
Minimum two years of experience in customer service, preferably in the insurance or financial services sector
Knowledge of life insurance products and terminology
Customer-focused mindset with empathy and patience
Ability to multi-task and manage time effectively
Attention to detail and a high level of accuracy in data entry and documentation
Familiarity with CRM systems and Microsoft Office software
Committed team player who actively supports colleagues and contributes to team goals
Preferred
Associate or Bachelor's Business Degree preferred
Previous customer service experience with Brazilian customers (a PLUS)
Insurance industry is a PLUS
Company
Phoenix Pro Connect, LLC
Welcome to Phoenix Pro Connect! 🚀 At Phoenix Pro Connect, we are more than just a talent acquisition firm – we are your strategic partners in shaping success.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Cynthia Rodriguez
Managing Partner & Founder
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