Customer Service Representative

4 days ago


Oviedo, Florida, United States David Moskowitz Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing exceptional service, and helping them achieve their financial goals.

Key Responsibilities
  • Customer Relationship Building: Establish and maintain strong relationships with our customers, understanding their needs and providing personalized service.
  • Insurance and Financial Services: Educate customers about insurance options and financial services, identifying their needs and providing solutions.
  • Lead Generation and Appointment Scheduling: Develop leads, schedule appointments, and market appropriate products and services to customers.
Benefits
  • Competitive Compensation: Earn a competitive salary plus commission/bonus.
  • Benefits Package: Enjoy a comprehensive benefits package, including health, dental, and vision insurance, 401K with match, and paid time off.
  • Opportunities for Advancement: Grow your career with opportunities for advancement within our agency.
Requirements
  • Marketing and Sales: Interest in marketing products and services based on customer needs.
  • Communication Skills: Excellent written, verbal, and listening communication skills.
  • People-Oriented: Strong people-oriented skills, with the ability to work in a team environment.
  • Problem-Solving: Proactive in problem-solving, with the ability to learn computer functions.
About Our Agency

Our agency is dedicated to helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We provide a wide range of insurance and financial services, including auto insurance, home insurance, life insurance, retirement planning, business insurance, and renters insurance.



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