Customer Service and Sales Specialist
3 weeks ago
Cesar Ramos Insurance Agcy Inc is a reputable insurance agency seeking an organized and efficient specialist to fulfill a hybrid role (80% Service/20% Sales) of administrative duties and supporting insurance agents in gaining and keeping customers; with some light sales involved.
Job DescriptionAs a Customer Service and Sales Specialist, you will be responsible for establishing customer relationships and following up with customers, as needed. You will provide prompt, accurate, and friendly customer service, responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
You will use a customer-focused, needs-based review process to educate customers about insurance options and utilize exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
Approximately 20% of your role will involve assisting the office with pivot sales.
Responsibilities- Establish customer relationships and follow up with customers, as needed.
- Provide prompt, accurate, and friendly customer service.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
- Assist office with pivot sales, approximately 20% of your role.
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