Customer Service and Sales Representative

2 weeks ago


Colorado Springs, Colorado, United States Primary Location Full time
Job Summary

We are seeking a highly skilled Customer Service and Sales Representative to join our team. As a key member of our sales team, you will be responsible for providing exceptional customer service and sales support to our clients.

Key Responsibilities
  • Provide top-notch customer service to clients, responding to inquiries and resolving issues in a timely and professional manner.
  • Solicit and sell new business policies to clients, identifying their needs and providing tailored solutions.
  • Review renewal business and take appropriate follow-up action to ensure client satisfaction.
  • Cross-sell and up-sell products to existing clients, increasing revenue and building strong relationships.
  • Keep accurate records of customer interactions and transactions, documenting details of inquiries, complaints, and comments.
  • Assist with the annual review process, contacting clients and preparing personalized coverage recommendations.
  • Perform risk analysis and field underwriting to ensure accurate policy placement.
  • Act as a liaison between clients and claims teams, resolving issues and providing support.
  • Implement and adhere to company and agency guidelines, ensuring compliance and quality service.
Requirements
  • Must obtain Colorado Property & Casualty and Life & Health Insurance Producer licenses within 90 days of employment.
  • Excellent phone etiquette, verbal, written, and interpersonal skills.
  • Ability to multi-task, organize, and prioritize work.
  • Attention to detail, maintaining accurate and descriptive accounts of customer interactions.
  • Ability to meet deadlines and take initiative to complete tasks before due dates.
  • Problem-solving skills, researching and identifying timely solutions to customer-related problems.


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