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Sales Operations Assistant Representative

Company Description

Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realize their financial goals and help them save time and money.

We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments.

We invest in people and new advanced technologies to unlock the power of data. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com.

Job Description

Job description

 

Experian Insurance Services is reinventing the insurance broker model with technology, data, and human interaction. We are on a mission to make the process of finding the best home and auto insurance easy, straightforward, and transparent. We're serious about building and using technology to save our customers money, time, and hassle, and we're just getting started with what we will accomplish. We're looking for people who are just as passionate about products that help make consumers' financial lives easier as we are. You will be reporting to the sales operation team leader.

Customer Interaction:

  • Engage with customers by inbound and outbound calls (primary).
  • Provide a positive and helpful experience by answering questions and gathering necessary information to prepare insurance quotes.
  • Connect customers with licensed insurance agents.
  • Provide support through emails and chats.

Account Management:

  • Manage existing customer accounts for personal insurance policies through phone, email, text, and chat.
  • Assist customers across platforms accurately.

Team Collaboration:

  • Work in a fun and collaborative team environment.
  • Maintain an adaptable approach to changes 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 create accurate customer insurance quotes based on profile details.
  • You will run insurance history reports to ensure proper rating and compliance.

 

Qualifications

Qualifications

  • Demonstrates skill in arranging tasks according to their urgency, importance, and deadlines.
  • You are thorough and ensure accuracy in all tasks
  • Experience working in a fast-paced environment and adaptability to change.
  • Reliable internet connection and a quiet, distraction-free workspace for remote work.
  • This is a 100% remote opportunity open to applicants who reside in Costa Rica only.

Additional Information

Our uniqueness is that we celebrate yours. Experian's culture and people are important differentiators. We take our people agenda very seriously and focus on what matters; DEI, work/life balance, development, authenticity, collaboration, wellness, reward & recognition, volunteering... the list goes on. Experian's people first approach is award-winning; World's Best Workplaces™ 2024 (Fortune Top 25), Great Place To Work™ in 24 countries, and Glassdoor Best Places to Work 2024 to name a few. Check out Experian Life on social or our Careers Site to understand why.

Experian is proud to be an Equal Opportunity and Affirmative Action employer. Innovation is an important 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, colour, sexuality, physical ability or age. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity.

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What You Should Know About Sales Operations Assistant Representative, Experian

Join Experian as a Sales Operations Assistant Representative and be a part of a team that's reshaping the insurance landscape! Located in Centro Corporativo el Cafetal, Heredia, Costa Rica, Experian is a renowned global data and technology company dedicated to making life easier for people and businesses. In this role, you'll have the exciting opportunity to engage with customers through inbound and outbound calls, ensuring they have a positive experience as you help them navigate their insurance needs. You’ll support our mission of making finding home and auto insurance straightforward and transparent and connect customers to licensed agents who can provide them with the best options. Collaboration is key here at Experian, so you'll work within a friendly team, managing existing customer accounts and adapting to changes in procedures seamlessly. As a Sales Operations Assistant Representative, you’ll gain insights into various insurance offerings, running reports to maintain compliance and accuracy. We're looking for someone with a knack for organization, an adaptability to thrive in a fast-paced environment, and a commitment to providing exceptional service. At Experian, we pride ourselves on celebrating diversity and creating a supportive work culture where every individual can thrive. Join us on this exciting journey and help make a difference in our customers' financial lives!

Frequently Asked Questions (FAQs) for Sales Operations Assistant Representative Role at Experian
What are the key responsibilities of a Sales Operations Assistant Representative at Experian?

As a Sales Operations Assistant Representative at Experian, your primary responsibilities include engaging with customers through inbound and outbound calls to provide assistance with their insurance needs, managing existing accounts through various communication channels, and collaborating with your team to ensure a smooth operation. You'll also be tasked with preparing insurance quotes by understanding and utilizing offerings from over 20 insurance carriers and ensuring accuracy during the quoting process.

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What qualifications are needed for the Sales Operations Assistant Representative position at Experian?

To be a successful Sales Operations Assistant Representative at Experian, you should demonstrate strong organizational skills, ability to adapt to a fast-paced environment, and attention to detail in all tasks. A reliable internet connection and a quiet workspace for remote work are essential. Previous experience in customer service or sales is a plus, but what really matters is your passion for helping customers and your knack for effective communication.

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Is remote work available for the Sales Operations Assistant Representative role?

Yes! The Sales Operations Assistant Representative position at Experian is a 100% remote opportunity, exclusively for applicants residing in Costa Rica. This flexibility allows you to work from the comfort of your own home while still being part of a dynamic team that values collaboration and support.

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How does Experian support the growth of its Sales Operations Assistant Representatives?

Experian is committed to the development and growth of its employees, including Sales Operations Assistant Representatives. The company emphasizes a people-first approach, providing various learning opportunities, mentorship, and a collaborative work environment to help you succeed.

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What makes Experian a great place to work for a Sales Operations Assistant Representative?

Experian has received numerous accolades as one of the World's Best Workplaces™ and is recognized in multiple countries for its fantastic work culture. As a Sales Operations Assistant Representative here, you’ll enjoy a supportive environment that values diversity, work-life balance, and employee wellness, ensuring that you can thrive both professionally and personally.

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Common Interview Questions for Sales Operations Assistant Representative
How do you prioritize tasks as a Sales Operations Assistant Representative?

When answering this question, it’s essential to emphasize your organizational skills. Discuss how you assess the urgency and importance of tasks, maybe mentioning tools or methods you use, such as to-do lists or prioritization matrices. Describe a situation where your prioritization led to a successful outcome.

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Can you provide an example of how you handled a difficult customer?

Share a specific experience where you turned a challenging interaction into a positive one. Focus on your empathy, patience, and problem-solving skills, demonstrating how you actively listened to the customer’s concerns and took necessary steps to resolve the issue, ultimately ensuring their satisfaction.

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What do you know about Experian and its services?

Conduct thorough research about Experian before your interview. Highlight the company's role as a leading global data and technology firm and touch on its key services, especially focusing on how it revolutionizes the insurance broker model. Make sure to connect this knowledge to your passion for helping customers in their financial lives.

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How do you ensure accuracy when quoting insurance policies?

Discuss your attention to detail and the methods you employ to verify information before finalizing quotes. You might mention following standard operating procedures (SOPs) and leveraging tools or technology to minimize errors, showcasing your commitment to delivering accurate customer quotes.

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Why do you want to work as a Sales Operations Assistant Representative at Experian?

Your answer should reflect your interest in the insurance sector and customer service. Emphasize your admiration for Experian’s mission, culture, and commitment to innovation. This is your chance to connect your values with the company’s vision and showcase your enthusiasm for joining the team.

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How do you manage stress in a fast-paced sales environment?

Discuss your coping strategies for handling stress, such as time management, taking breaks, or seeking support from team members. Share examples of past experiences where you successfully navigated stressful situations, keeping a positive attitude and maintaining productivity.

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What strategies do you use when communicating with customers?

Explain your methodology for effective communication, such as active listening, being concise yet informative, and ensuring clarity. Include your ability to adapt your communication style based on the customer's needs or preferences, proving your versatility in interactions.

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Describe a time you worked as part of a team.

Choose an example that demonstrates collaboration and teamwork. Talk about your role within the group, how you contributed towards achieving a common goal, and any challenges you faced together, highlighting effective communication and support as keys to success.

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What will you bring to our team as a Sales Operations Assistant Representative?

This is your opportunity to showcase your unique skills and attributes. Discuss your passion for customer service, any relevant experience you have, and the qualities that set you apart, such as your adaptability, proactiveness, and enthusiasm for helping others.

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Are you comfortable using multiple communication channels to support customers?

Express your proficiency in using various communication platforms, such as phone, email, and chat, explaining your ability to switch seamlessly between them while maintaining consistent service quality. Should you have any past experiences, share them to strengthen your answer.

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We pride ourselves on being certified as a Great Place To Work and firmly believe that creating a positive company culture is less about ping pong tables and more about transparency, connection, and "work with purpose." The unique perspective of e...

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Full-time, remote
DATE POSTED
March 20, 2025

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