Customer Service Representative

• Processing insurance policies accurately and efficiently, ensuring all required information is complete and accurate.
• Entering client information, policy details, and other relevant data into the company's database or software systems with precision and attention to detail.
• Preparing and maintaining accurate documentation, including policy forms, endorsements, and client correspondence.
• Providing administrative support to insurance agents or brokers, including handling phone calls, scheduling appointments, and responding to client inquiries.
• Communicating with clients via email or phone to provide assistance and address queries.
• Ensuring compliance with company policies, industry regulations, and legal requirements related to insurance documentation and data handling.
• Delivering excellent customer service by promptly addressing client inquiries, resolving issues, and providing accurate information regarding insurance policies and procedures.
• Collaborating effectively with other team members, including insurance agents, brokers, underwriters, and claims adjusters, to ensure smooth workflow and efficient operations.

BTW FINANCIAL SERVICES & IMF PVT LTD