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- Meeting assigned sales targets
- Management and resolve customer complaints
- Sell insurance/credit cards or loan and handle calls.
- Identify and escalate issues to supervisors
- Provide product and service information to customers
- Research required information using available resources
- Research, identify, and resolve customer complaints using applicable software
- Route calls to appropriate resources
- Document all call information according to standard operating procedures
- Recognize, document, and alert the management team of trends in customer calls
- Follow up customer calls where necessary
- Upsell products and services
- Updates job knowledge by studying new product descriptions; participating in educational opportunities.
- Maintains and improves quality results by adhering to standards and guidelines; recommending improved procedures.
- Complete call logs and reports and other duties as assigned
- Accomplishes sales and organization mission by completing related results as needed.

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