Sales Customer Service Representative (Insurance or Bank Exp) – WFH / Dayshift

The Sales Customer Service Representative is responsible for up-selling and cross-selling the company’s products and services to existing customers via telephone. This role involves both inbound and outbound calls, utilizing established systems and processes to achieve sales targets while maintaining excellent customer service.

Up-sell and cross-sell products and services to existing customers through inbound and outbound telephone calls.

Leverage the company’s systems and tools to meet sales targets within established service times.

Follow up on leads generated on the website. • Identify sales opportunities from existing client quotes within 4–6-week campaigns.

Maintain accurate and detailed records of sales activities and customer interactions.

Inform management of potential areas for growth in product, service, and education sales.

Answer customer claims queries.

Requirements

Proven experience in a Customer Service/ Sales environment.

Demonstrated ability to identify and meet customer needs through effective sales techniques.

Excellent oral and written communication skills to interact with customers and internal teams effectively.

Proficient in using computer systems and software to record sales activities and access customer information.

Strong interpersonal and teamwork skills to collaborate with colleagues and maintain positive customer relationships.

Ability to learn new information (product and company knowledge).

Note: The official job title of the role is Retention Customer Service Officer.

Benefits

Why Join Twoconnect?

We offer more than just a job — we offer a supportive and rewarding career experience. Here’s what you can expect from this opportunity:

Permanent work from home

Monday–Friday: 6:00 AM – 3:00 PM PHT (adjustments will be made for daylight saving time)

HMO with 2 free dependents and medical reimbursements

Government-mandated benefits

Opportunities to work with leading companies in Australia and beyond

Training programmes for career development

Engaging company outings, team activities and wellness sessions

Supportive, inclusive culture

Dedicated managers focused on your growth and success

Twoconnect connects highly skilled Filipino professionals with established companies in Australia, New Zealand, the United States, the United Kingdom and Europe, providing direct access to global careers and long-term opportunities. We offer competitive pay and benefits, additional entitlements and structured career development programs that make employment both financially rewarding and professionally sustainable. Our industry-leading retention rate demonstrates our commitment to a people-first culture that prioritizes stability, growth and genuine care for every employee.

Twoconnect is an equal opportunity employer. We value cultural diversity and foster an inclusive workplace where every employee is respected and supported as part of a growing global team.