This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Placement team is dedicated to delivering exceptional customer service while guiding our clients through the process of purchasing a life insurance policy. Our team plays a vital role in supporting our customers after their initial intake call and collaborating closely with Case Management and Quality Assurance to ensure an optimal insurance shopping experience. - Become a licensed expert in our life insurance products through hands-on training and collaboration with cross-functional teams. - Ensure a smooth and transparent customer experience by providing regular updates via phone, email, and SMS. - Maintain consistent availability at or above predetermined goals for incoming/outgoing calls throughout the workday. - Retain customers in danger of withdrawing from the life insurance process, chasing all clients for outstanding requirements. - Navigate insurance carrier websites and our proprietary CRM system, mastering workflows and proactively troubleshooting to find effective solutions. - Address customer questions regarding the life insurance process, including underwriting, decision review, policy delivery, and in-force servicing. - Deliver clear and empathetic communication regarding adverse underwriting decisions (impaired risks, postponements, and declines), offering alternative options when possible. - Collaborate seamlessly with internal teams and document detailed notes for colleagues to ensure smooth handoffs and effective communication. Qualifications - At least 2 years of client-facing experience in call center customer service and/or retention sales. - Willingness to obtain a Life/Health insurance license. - A customer-centered mindset – motivated by solving problems for both customers and your team. - Strong communication and effective listening skills with an attention to detail, especially when handling escalated clients. - Jack of all trades - skilled in multitasking and quickly switching between calls (Five9), tasks, and systems (Slack/Zoom/CRM) that may include unrelated subject matter. - Eagerness to support the full sales lifecycle, including administering health questionnaires and leveraging consultative upselling techniques to upsell and convert prospects into paid policies. - Ability and willingness to provide and receive actionable feedback that will help drive efficiency and best-in-class customer experience. - Honesty and integrity – you do not cut corners ethically and can be trusted to do the right thing for customers and for the team. - A teamwork mindset – you take ownership of your work AND your team's success. - The desire to learn and grow professionally and contribute to the success and culture of the company. Benefits - Excellent career progression and competitive compensation. - Salary range for this position is $45,000 - $50,000. - Great benefits, including health/dental insurance, parental leave, 401(k), incentive/bonus opportunity, tuition reimbursement, and more.

• Resolver problemas relacionados con cuentas de clientes, políticas internas y soporte general. • Brindar atención multicanal (chat, correo electrónico y/o voz) de manera humanizada, con alto volumen y variedad de solicitudes. • Gestionar múltiples atenciones simultáneamente a través de diferentes canales, utilizando diversas herramientas en línea. • Consultar constantemente guías internas y seguir normas y políticas de atención con precisión. • Alcanzar y mantener los indicadores de desempeño (Satisfacción del Cliente, Tiempo Promedio de Atención, Calidad). • Comunicarse con el equipo interno en inglés: la lectura e interpretación de textos en inglés son esenciales.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are seeking a proactive and customer-oriented Virtual Travel Advisor to assist clients in organizing smooth, stress-free travel experiences. This is a remote position offering flexibility and growth for individuals who enjoy planning, sales, and delivering exceptional service. - Engage with clients via phone, email, and online platforms - Recommend travel packages, accommodations, cruises, and flights - Prepare detailed travel proposals and itineraries - Manage reservations and ensure booking accuracy - Provide support before, during, and after travel - Stay informed about destination updates, travel policies, and promotions - Build repeat business through strong client relationships Qualifications - Strong communication and interpersonal skills - Sales-driven mindset with customer-first approach - Ability to manage multiple bookings efficiently - Tech-savvy and comfortable working remotely - Prior travel, hospitality, or sales experience is an advantage Benefits - Fully remote work environment - Flexible scheduling options - Professional training and ongoing mentorship - Access to travel industry discounts

• Atendimento ágil e humanizado (Nível 1): realizar o primeiro atendimento aos usuários via múltiplos canais, garantindo respostas rápidas e cordiais. • Auxílio no diagnóstico: aprender a realizar investigações iniciais para identificar dúvidas funcionais ou comportamentos inesperados na plataforma. • Apoio no escalonamento: documentar casos que precisem de análise aprofundada e encaminhá-los com clareza para os demais times envolvidos no processo. • Gestão de tickets: organizar a fila de atendimentos, garantindo que nenhum cliente fique sem resposta e respeitando os prazos combinados (SLAs). • Base de conhecimento: auxiliar na criação e atualização de FAQs, manuais e artigos de ajuda, transformando o aprendizado do dia a dia em conteúdo para o cliente. • Aprendizado contínuo: participar de reuniões de feedback, treinamentos e convivência para dominar as regras de negócio do mercado financeiro.