Customer Success Representative
3 days ago
As a key member of Jason Templeton - State Farm Agent's team, you will play a vital role in helping our business grow through value-based conversations and remarkable customer experiences.
Job OverviewThis is an excellent opportunity for a motivated sales professional to join our team as a Customer Success Representative. In this role, you will be responsible for establishing strong customer relationships, providing exceptional customer service, and working closely with our agent to achieve marketing goals.
You will have the ability to develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Our ideal candidate is a self-motivated individual with excellent interpersonal and communication skills, who is passionate about helping people manage risks and achieve their financial goals.
Responsibilities- Establish and maintain strong customer relationships through regular follow-ups and prompt service.
- Provide accurate and friendly customer service, addressing inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Educate customers about insurance options using a customer-focused, needs-based review process.
- Work collaboratively with the agent to establish and meet marketing goals.
- Develop new business opportunities, schedule appointments, and market suitable products and services.
- A minimum of 6 months of sales experience, preferably in outside sales, inside sales, retail sales, or telemarketing.
- A proven track record of meeting sales goals and quotas is highly desirable.
- Interest in marketing products and services based on customer needs is essential.
- Excellent communication, interpersonal, and organizational skills are required.
- Prior experience in a fast-paced environment, with multiple priorities and deadlines, is advantageous.
- The ability to work independently and as part of a team, with a focus on achieving mutually agreed-upon goals, is crucial.
- $55,000 annual salary, plus commission/bonus potential.
- Paid time off (vacation and personal/sick days).
- Opportunities for growth and advancement within our agency.
We offer a dynamic and supportive work environment, with ongoing training and development opportunities to help you succeed in your role.
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