Customer Service Representative
3 weeks ago
Title: Client Service Rep/CSR
Location: Montvale, NJ (General Area)
Position Type: Direct-Hire/Permanent
Salary: $45,000 + bonus and salary increase after 1 year.
Benefits: 401(k), Dental insurance, Health insurance, Health Savings Account, Employee Discount, Life Insurance, PTO, Vision Insurance – Starts first day of employment. Company pays 75% of premium
Work Schedule: 8:30am-5:30pm M-F with some flexibility
Overview: Rapidly growing Insurance Agency leading, national, direct seller and writer of surety bonds, fidelity bonds and insurance products for a wide range of professionals and industries is in search of Client Services Reps. This role is crucial in ensuring excellent customer satisfaction while actively promoting and selling insurance products. The ideal candidate will possess strong communication skills and a proactive approach to achieving sales targets.
Responsibilities:
- Assist customer with online transactions
- Input client notes following email and calls with client into CRM
- Nurture client relationships and build rapport with new clients
- Make outbound service calls and make outbound service calls
- Consistent follow up on client calls, emails, inquires, requests, timely and accurately
- Assist customers with online applications and online payments
- Follow up on online quotes to inform customers of the benefits of our products and pricing
- Complete sales transactions and processing of payments
- Practice customer focus, collaboration, and communication with team
- Retains up to date knowledge of company products
- Performs additional duties as required and or requested
Requirements:
B.A or B.S
Excellent communication and presentation skills
- Ability to multi-task, prioritize, and manage time effectively
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