• 主动跟进客户需求，进行酒店及行程推荐 • 提供专业意见，完成高端酒店及定制行程销售 • 通过邮件及线上工具与客户保持持续沟通 • 协助完成订单确认、修改及后续服务跟进 • 维护客户关系，提升客户满意度与复购率 • 无其他非销售职责

• Receive and manage inbound phone calls from policyholders affected by hurricanes • Gather accurate and detailed information about insurance claims • Provide clear and concise guidance on claim submission procedures • Demonstrate empathy and professionalism while assisting individuals during challenging times • Collaborate with team members to ensure efficient call handling and issue resolution

• Engage with members via phone, email, and other channels to assist with quotes, new policies, billing inquiries, underwriting questions, and policy changes. • Build rapport and trust by asking thoughtful questions, understanding member needs, and offering accurate solutions to minimize transfers and escalations. • Process insurance transactions such as endorsements, cancellations, and coverage updates while ensuring compliance with industry regulations and internal policies. • Collaborate with insurance carriers and internal teams to resolve issues and provide timely, accurate information. • Maintain required certifications and actively pursuing opportunities to grow product knowledge. • Meet performance metrics related to service quality, responsiveness, and member satisfaction.

• Jobba hemifrån som oberoende konsult och fokusera helt och hållet på kundrekrytering • Fokusera på att värva nya privatkunder med investeringsbara tillgångar på minst 3 250 000 kr • Få stöd från våra team och ett konstant flöde av kundämnen som genererats av Fisher • Bygg upp en förståelse för Fisher Investments marknadsfilosofi • Rapportera direkt till vd