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Sales Customer Service Representative (Insurance/Financial NZ) - Work from Home

1 month ago
Philippines
Full-time
Mid Level
Business Development
Customer and Technical Support
Apply Now
Twoconnect

Twoconnect

Twoconnect is a top offshore and BPO company in the Philippines, offering tailored solutions, expert HR consulting, and seamless integration of remote staff to improve efficiency and reduce costs.

Professional Services
51-250
Founded 2016
View All Jobs 4

Description

  • Respond to inbound enquiries across phone and email and provide timely, professional assistance to customers.
  • Triage queries, identify next steps, and direct enquiries to appropriate internal teams as required.
  • Explain product features, benefits, inclusions, exclusions, and pricing for the primary brand and other insurance products.
  • Qualify prospects with targeted questions and guide them through the sales process from enquiry to policy confirmation.
  • Manage outbound follow-ups to convert warm leads and incomplete applications into active sales.
  • Log all customer interactions, updates, and policy details accurately within CRM systems.
  • Handle post-sale enquiries including activation, document delivery, and basic amendment requests.
  • Monitor recurring themes in customer queries to improve support documentation and reduce friction.
  • Collaborate with team members to maintain high service and sales performance and perform other position-level duties during quieter periods of the shift.

Requirements

  • 3–5+ years of experience in a sales-driven customer service or inbound/outbound sales role, ideally within insurance or financial services.
  • Demonstrated ability to close sales and guide prospects through the application journey.
  • Exceptional verbal and written communication skills; friendly, confident, and clear when interacting with customers.
  • Proven ability to handle multiple product lines and provide tailored recommendations to diverse enquiries.
  • Strong attention to detail in data input, record keeping, and compliance processes.
  • Familiarity with CRM platforms and multichannel communication tools (phone and email).
  • Able to perform professionally under pressure, prioritise and multitask, and handle escalations with care.
  • Availability to work the remote shift schedule: Mon–Fri 4:00 AM–1:00 PM PHT or 5:00 AM–2:00 PM PHT (adjustments for daylight saving time).

Benefits

  • Work-from-home position with set Mon–Fri shifts (4:00 AM–1:00 PM PHT or 5:00 AM–2:00 PM PHT).
  • HMO with one free dependent and medical reimbursements.
  • Government-mandated benefits and work-from-home allowances.
  • Opportunities to work with leading companies in Australia and other international markets.
  • Training programmes and structured career development programs to support career growth.
  • Engaging company outings, team activities and wellness sessions with a supportive, inclusive culture.
  • Dedicated managers focused on employee growth and success.
  • Competitive pay and additional entitlements, with a people-first retention-focused culture.

Interested in this position?

Apply directly on the company website

Apply Now

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