Client Relations and Sales Associate

1 week ago


Riverside, California, United States free-classifieds-usa Full time

Sales and Customer Support Specialist

As a vital member of our team, you will be responsible for delivering exceptional service to our clients while also driving sales initiatives. Your role will encompass a variety of tasks aimed at ensuring client satisfaction and business growth.

  • Professional Conduct: Maintain a high standard of professionalism and ethical behavior in all interactions.
  • Client Interaction: Manage incoming calls and warmly welcome clients to our services.
  • Billing Assistance: Aid clients with their billing questions and facilitate payment processing.
  • Communication: Liaise with billing and claims departments on behalf of clients to resolve issues.
  • Policy Coordination: Collaborate with Service Operations to clarify client policies.
  • Sales Tracking: Complete a weekly Sales Log Spreadsheet and enter data into the SIMS Marketing System.
  • Business Development: Actively market new business opportunities on a daily basis.
  • Administrative Support: Provide necessary administrative assistance to agents and agency personnel.
  • Cross-Selling: Promote additional insurance products to existing clients.
  • Product Knowledge: Clearly explain the features and benefits of various insurance offerings.
  • Goal Achievement: Strive to meet and exceed company objectives and expectations.


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