Customer Service Advisor assisting customers with Bupa health insurance inquiries. Handling calls empathetically while guiding customers regarding their coverage and requests.
About the role
- Lead Intake & Client Relationship Coordinator driving growth and client satisfaction for a self-development oriented real estate company. Pivotal in managing lead flow, nurturing relationships, and ensuring excellence in client interactions.
Responsibilities
- Handle inbound leads from phone calls, web forms, ads, and marketing campaigns.
- Follow up with warm and cold company leads to maintain engagement.
- Build rapport with homeowners and understand their property needs.
- Qualify leads to determine motivation, property condition, and timeline.
- Maintain consistent communication via phone, text, and email.
- Organize and track leads in the company CRM.
- Update notes, statuses, follow-up tasks, and documentation.
- Maintain accurate lead flow and pipeline progression.
- Schedule appointments for evaluations, consultations, and follow-up calls.
- Coordinate with the acquisitions team for accurate scheduling.
- Confirm appointments and handle reschedules.
- Provide exceptional support and service to homeowners.
Requirements
- Hungry, humble, and smart. You work hard, stay grounded, and make good decisions.
- Coachable mindset with a willingness to learn and follow proven systems and scripts.
- Schedule flexibility, including occasional Saturdays.
- Previous experience in customer service or phone based roles.
- Reliable transportation and consistent punctuality.
- Personal computer with dependable internet access.
- Clear communication skills and strong organizational habits.
- Ability to manage a high volume of daily calls while staying focused and professional.
- Preferred (not required): Experience in real estate or home services. Familiarity with CRM systems. Bilingual (English/Spanish).
Benefits
- Competitive pay with performance incentives.
- Hybrid work model: a mix of in-office collaboration and remote flexibility.
- Clear growth and career progression. We promote from within and reward ambition and coachability.
- Weekly training, ongoing coaching, and access to elite personal development programs, including Tony Robbins and high level masterminds.
- A culture filled with motivated people who push, support, and celebrate each other.
- Meaningful work where you help homeowners through real situations and create life changing outcomes
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Customer Service Representative managing Wholesale B2B inquiries for Portugal and Spain. Ensuring high customer service levels and effective communication with other departments.
Customer Service Coordinator providing expert support in the automotive industry with a focus on customer service. Engaging clients, resolving issues, and maintaining service excellence with AI tools.
User Support Agent at Accurx facilitating communication in healthcare by resolving user queries via Intercom and synthesizing feedback for product enhancements.
Customer Service Trainer improving onboarding and training programs at Paysafe. Collaborating with Operations to enhance learning culture and effectiveness.
Customer Service Representative at Carrier supporting clients via phone and electronic communication. Resolving inquiries effectively, facilitating product shipments, and ensuring customer satisfaction.
Managing product service segments for global technology solutions at HPE, focusing on service requirements and performance metrics.
Customer Care Representative processing incoming parts calls and maintaining inventory for Crown Equipment Corporation. Developing relationships with customers and vendors in the lift truck industry.
Customer Service Officer managing day - to - day queries and order processing for a global leader in thread manufacturing. Aiming for high - quality service and customer satisfaction in Sri Lanka.
Customer Service Advisor responsible for handling customer inquiries for NHS Supply Chain contract. Ensuring high standard of service and support in Maidstone DC, full - time position.