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Customer Engagement Associate

2 months ago

Milwaukee, Wisconsin, United States Mike Bafus - State Farm Agent Full time
Job Overview

We are looking for a dedicated Customer Service Representative to join our dynamic team at Mike Bafus - State Farm Agent. In this pivotal role, you will play a key part in enhancing our customer interactions and supporting our sales initiatives.


Key Responsibilities
  • Facilitating post-sales processes, including gathering essential documentation, updating client databases, and managing customer discount requests.
  • Coordinating the onboarding journey for new clients, which involves sending Welcome Kits, establishing customer profiles, completing online sign-ups, and organizing billing procedures.
  • Managing incoming sales inquiries and relaying information to the sales management team.
  • Addressing customer service inquiries and directing them to the appropriate service personnel.
  • Arranging appointment schedules for potential clients with our sales representatives.
  • Preparing and distributing quotes to prospective clients via various communication methods.
  • Assisting sales leadership with market research and reporting to support client outreach and sales performance metrics.

Qualifications

The ideal candidate will possess a strong willingness to learn, a positive attitude, and exceptional communication and interpersonal skills. You should have excellent organizational and multitasking capabilities, along with proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Attention to detail, accuracy, and efficiency are critical attributes for success in this role.


Join us in making a significant impact on our sales team and contributing to our mission of providing outstanding service to our clients.