Customer Service Representative – Onsite in Heredia

About the role

We are looking for a dedicated Customer Service Representative to join our policy servicing team in Heredia. This onsite position involves handling inbound calls and managing policy-related tasks within flexible day shifts.

Key responsibilities

• Process and manage policy servicing requests accurately and efficiently.
• Maintain and update policyholder records in line with company standards and regulatory requirements.
• Collaborate with internal teams to resolve policy queries and discrepancies promptly.
• Prepare, analyze, and present policy data and reports using MS Office tools.
• Support policy amendments, endorsements, and cancellations while ensuring compliance with Life and Annuities Insurance guidelines.
• Conduct regular audits of policy data to identify improvement opportunities.

Required profile

• 1 to 3 years of experience in policy servicing or a similar customer‑focused role.
• Strong understanding of Life and Annuities Insurance policies and regulations.
• Excellent communication and interpersonal skills for client and stakeholder interactions.
• High attention to detail and strong organizational abilities.
• Problem‑solving mindset with a proactive approach to learning new processes.
• Customer‑focused attitude to ensure high satisfaction levels.