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Forbes Advisor

201 - 500 employees

Founded 1917

📱 Media

đź’¸ Finance

Media • Finance

Forbes Advisor is an online consumer finance and product advice platform operated by Forbes Media. It provides independent news, reviews, comparisons, guides and calculators across personal finance topics — including credit cards, banking, mortgages, loans, insurance, investing, taxes and cryptocurrency — to help consumers make informed financial decisions. The site monetizes through advertising, sponsored placements and affiliate partnerships while maintaining an editorial team that produces analysis, rankings and how-to content.

đź“‹ Description

• Provide top-tier technical support via phone, email, and chat, ensuring prompt and effective resolution of customer inquiries. • Conduct high-level customer service to identify customers' needs and recommend the most suitable products. • Maintain accurate and detailed customer records, documenting interactions and ensuring data integrity. • Assist with process improvement initiatives and implement ideas in a fast-paced, dynamic environment. • Document and manage various ongoing projects and ensure timely completion. • Identify and propose automated solutions to streamline processes, enhancing efficiency and productivity. • Monitor and analyze customer feedback and metrics to identify trends, escalate issues, and propose improvement solutions. • Participate in creating and maintaining knowledge base articles, FAQs, and other customer-facing resources.

🎯 Requirements

• Familiarity with insurance products, terminology, and industry best practices. • Exceptional verbal and written communication skills, coupled with strong technical and analytical abilities. • Self-motivated and proactive, with a proven ability to drive progress and foster key relationships. • Highly organized and detail-oriented, with a passion for delivering outstanding customer support. • Positive and perseverant attitude, coupled with a flexible and results-driven approach. • Strong teamwork skills, with the ability to collaborate effectively across various functions and levels. • Proficiency in customer relationship management (CRM) systems, Zendesk, and other ticketing tools. • Excellent active listening and empathy skills, with the ability to understand and address customers' needs effectively. • Ability to maintain composure and professionalism in challenging situations, demonstrating resilience and adaptability. • Commitment to continuous learning and self-education, going beyond provided training to explore and master relevant products. • Must be able to obtain a Property and Casualty Insurance license, and pass a background check with fingerprinting.

🏖️ Benefits

• Equal employment opportunities • Prohibits discrimination and harassment without regard to various characteristics

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