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Customer Service and Sales Rep I
4 months ago
We are looking for a Customer Service and Sales Rep to join our successful insurance and financial services agency. We have a proven formula that includes extensive training and the tools you need to succeed. We need a new team member that can contribute to our quickly growing agency while providing exceptional client care. If you are an upbeat, friendly person and are looking for an exciting job with limitless growth, please read on
Physical Environment:
Required job duties are normally performed in a climate-controlled office environment.
Note: This position may require having the flexibility to work nonstandard hours/shifts and having the ability to adhere to a structured schedule.
Benefits
Hourly Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Hands on Training
Mon-Fri Schedule
Tuition Reimbursement
Career Growth Opportunities
Evenings Off
Responsibilities
Job duties include (but are not limited to):
Become licensed in Insurance
Determine customer requirements and expectations in order to help the customer identify specific
products and solutions
Review renewal business and set Review Appointments
Recommend appointments to discuss product needs to existing customers
Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
Client/Claims liaison
Refer unresolved customer grievances or complex customer interactions to senior team member
Implement/adhere to company and Agency guidelines
General customer service and office duties as presented such as filing, answering the phone, and taking payments
Performs other duties as assigned
Requirements
Core competencies
Bilingual Highly Desired
Business Results : Able to meet team performance metrics and goals.
Multi-tasking : Able to successfully juggle multiple priorities at any given time.
Attention to Detail : Maintain accurate and descriptive accounts of all customer interactions in online dashboard.
Communication : Possess outstanding written and verbal communication skills.
Job Knowledge : Understand basic product, billing, underwriting, and processing guidelines.
Teamwork : Accept feedback when offered and work well with others.
Problem solving : Able to research and identify timely solutions to customer-related problems.
