Customer Relationship Advocate
4 days ago
The core of our agency is built on family values and a passion for delivering exceptional customer experiences. With over 23 years of experience, we've established a strong referral-based business and garnered glowing reviews from our satisfied customers.
We're committed to creating a workplace where our team members thrive every day. Our mission is simple: take care of our customers better than anyone else.
Becoming a Part of Our Team
You'll be working in a high-energy, high-volume environment where you'll feel accomplished and valued every day. As a member of our team, you'll have the opportunity to develop your skills, work closely with others, and contribute to our agency's growth.
About the Role
This position involves establishing strong relationships with customers, understanding their needs, and providing personalized insurance education. You'll use a customer-focused approach to review and recommend suitable products and services.
Key Responsibilities
• Establish and maintain customer relationships
• Follow up with customers as needed
• Conduct needs-based reviews to educate customers about insurance options
• Develop leads, schedule appointments, and market appropriate products
Requirements
• Interest in marketing products based on customer needs
• Excellent written, verbal, and listening communication skills
• People-oriented and detail-oriented
• Ability to learn computer functions and work effectively in a team environment
• Bilingual Spanish preferred
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