Sales and Service Liaison

20 hours ago


Blue Springs, Missouri, United States Joshua Peck & Associates Full time
Job Description:
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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