Sales and Service Liaison
20 hours ago
We are seeking a highly skilled Sales and Service Liaison to join our team at Joshua Peck & Associates. As a Sales and Service Liaison, you will be responsible for providing exceptional customer experiences, identifying opportunities to cross-sell, and coordinating with sales specialists for follow-up.
Key Responsibilities:
- Develop and maintain strong customer relationships by providing personalized, professional customer service experiences.
- Respond to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures.
- Process changes to existing accounts and policies.
- Serve as a liaison on behalf of the customer between the agency and various business partners.
- Schedule appointments with existing or prospective customers for agency employees.
Requirements:
- Active insurance license required.
- Demonstrated customer service experience.
- Effective communication skills.
- Experienced with PC software applications (Microsoft Office Suites, Internet Explorer).
- Solid knowledge and understanding of basic mathematical skills.
- Ability to multi-task customers and daily tasks to meet goals set by the agency.
Benefits:
- Competitive salary: $45,000 - $65,000 per year.
- Vision insurance.
- Dental insurance.
- Health insurance.
- 401(k) matching.
- Paid time off.
- Parental leave.
- Training & development.
- Opportunity for advancement.
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