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Sales Customer Service Representative - Work from Home / Mid Shift

Twoconnect No location specified Full-time
$30,000
per year

Job Description

The Sales Customer Service Representative is a vital member of the front-line team responsible for handling inbound and outbound enquiries across phone and email for the client’s range of insurance products. This role is key to delivering exceptional service, managing multi-product enquiries, and guiding prospective clients through the end-to-end sales process. The ideal candidate will possess a confident sales mindset, exceptional communication skills, and the ability to handle complex queries across multiple insurance offerings, while triaging and directing queries to relevant internal teams when needed.

Key Responsibilities:

  • Respond to inbound enquiries across phone and email, ensuring all customers receive timely, professional assistance.
  • Triage queries, identify next steps, and direct enquiries to appropriate internal teams as required.
  • Confidently explain product features, benefits, inclusions, exclusions, pricing and other insurance products.
  • Qualify prospects by asking targeted questions and guiding them through the sales process from enquiry to policy confirmation.
  • Manage outbound follow-ups to convert warm leads and incomplete applications into active sales.
  • Ensure all customer interactions, updates, and policy details are logged 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 a high standard of service delivery and sales performance.
  • Other position-level duties as instructed during quieter periods of the shift.
  • 3–5+ years of experience in a sales-driven customer service or inbound/outbound sales role, ideally within the insurance or financial services industry.
  • Demonstrated ability to close sales and guide prospects confidently 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/email).
  • Professional under pressure, able to prioritise, multitask, and handle escalations with care.
  • Sales-focused mindset with a genuine commitment to customer care and satisfaction.

As a Twoconnect employee, you get to enjoy the following:

  • Work From Home
  • Shift: Monday to Friday - 5:00pm to 2:00am PHT
  • HMO benefits
  • Government-mandated benefits
  • Training and Development programmes
  • Employee Engagement Events (company outings, fun activities, quarterly wellness and self-care sessions)
  • Experience working with leading organisations
  • Fun, supportive, and inclusive culture
  • Dedicated Team Managers that look after your development

Company Information

Location: San Diego, California, United States

Type: Hybrid