Client Service Professional

1 week ago


Philadelphia, Pennsylvania, United States Alden Thomas Inc Full time
About the Role

The Insurance Account representative will provide excellent customer service to clients, both in-person and over the phone, adapt quickly to computer systems, and accurately document all transactions. Key responsibilities include setting and achieving monthly, quarterly & annual sales goals, proactively identifying opportunities to upsell and cross-sell insurance products, and collaborating with team members to optimize client satisfaction and retention.



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