Customer Service Sales Representative
2 weeks ago
The Customer Service Sales Representative works to maximize positive customer experiences by quickly responding to and resolving customer policy and account-related inquiries. Communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts, while effectively identifying the need for and cross-selling additional products.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Evenings Off
Responsibilities
- Establish customer requirements and expectations in order to help the customer identify their specific product needs.
- Start the cross-sell/up-sell appropriate products to existing customers as needed.
- Record client interactions and transactions, detailing client inquiries, requests, concerns, comments, and any actions taken.
- Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on identified needs.
- Understand the claims process and act as a liaison between the claims adjuster, client and claimant.
Requirements
- Principled Ethical, honest and enthusiastic.
- Drive and Productivity - Able to bring about great results from ordinary circumstances; prepare for problems or opportunities in advance; undertakes additional responsibilities and responds to situations as they arise without supervision.
- Communication - Exceptional verbal and written communication, detail oriented and outstanding follow-up skills.
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