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Junior Sales Operations Associate

Gabi

Gabi

Sales & Business Development, Operations
Heredia Province, Heredia, Costa Rica
Posted on Jan 17, 2025

Company Description

Experian is the world's leading global information services company. During life's big moments – from buying a home or a car, to sending a child to college, to growing a business by connecting with new customers – we empower consumers and our clients to manage their data with confidence. We help individuals to take financial control and access financial services, businesses to make smarter decisions and thrive, lenders to lend more responsibly, and organizations to prevent identity fraud and crime.

Job Description

We are seeking a friendly, energetic, and detail-oriented individual to join our team as a Jr. Sales Ops Associate. The Jr. Sales Ops Associate is responsible for creating insurance quotes for customers and interacting with them through chat, email and SMS when they have questions. You will ensure that customer needs are taken care of efficiently, accurately and in the first interaction. You will report to Sales Operation Team lead.

Responsibilities:

Customer Interaction:

  • Engage with customers chats, text, voice, and emails.
  • Maintains the integrity of the database by ensuring data quality and accuracy.

Account Management:

  • Work with and understand offering of over 20 insurance carriers to quote policies for auto, home, renters, etc.
  • Follow SOPs to produce customer insurance quotes based on profile details.
  • Run insurance history reports to ensure proper rating.
  • Publish and send finalized rates to customers.
  • Manage existing customer accounts for personal insurance policies through email, text, and chat.

Team Collaboration:

  • Thrive in a team-oriented environment that encourages collaboration and fun.
  • You are open to changes and updates in procedures.

Insurance Knowledge:

  • Understand and work with offerings from over 20 insurance carriers to quote policies for auto, home, renters, and more.
  • Follow standard operating procedures (SOPs) to generate accurate customer insurance quotes based on profile details.
  • Run insurance history reports to ensure proper rating and compliance.

Data Management:

  • Ensure the integrity and accuracy of customer data within the database.
  • Publish and send finalized rates to customers promptly.

Qualifications

  • 2 years of experience data entry and backoffice skills.
  • Exceptional customer service, combined with a friendly and enthusiastic demeanor
  • Excel in managing competing demands, utilizing time wisely, and quickly adapting to new tasks while maintaining high-quality results in all areas.
  • Pays close attention to the small aspects of a task or situation
  • Reliable internet connection and a quiet, distraction-free workspace for remote work.
  • High School diploma Required.
  • B2 or C1 CEFR English communication skills or similar English language level Required.
  • Experience in the insurance industry
  • Schedule availability between 5am to 9pm with weekend schedules can range from Sat-Wed; Wed-Sun; etc.
  • Good PC knowledge.
  • Customer service abilities, with excellent chat and phone communication skills, ensuring a professional and positive experience.
  • Ability to break down complex problems into manageable components, identifying patterns, trends, and insights that others might overlook.

Additional Information

Experian Careers - Creating a better tomorrow together

Our benefits include: Medical, life and dental insurance, Asociacion Solidarista, International Share Save Plan, Flex Work/Work from home, Paid time off, Annual Performance Bonus, Education Reimbursement, Family Bonding, Bereavement Leave, Referral Program, and more.

Experian is proud to be an Equal Opportunity and Affirmative Action employer. Innovation is a critical part of Experian's DNA and practices, and our diverse workforce drives our success. Everyone can succeed at Experian and bring their whole self to work, irrespective of their gender, ethnicity, religion, color, sexuality, physical ability or age

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