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Client Relations and Sales Specialist
2 months ago
Role Overview: Customer Service and Sales Representative
As a vital member of our team, you will be responsible for fostering strong relationships with clients while providing exceptional service and support. Your role will encompass a variety of tasks aimed at ensuring client satisfaction and achieving sales targets.
- Professional Conduct: Maintain a high standard of professionalism and ethical behavior in all interactions.
- Client Engagement: Handle incoming calls and warmly welcome clients to our services.
- Billing Assistance: Support clients with their billing questions and facilitate payment processing.
- Communication: Liaise with billing and claims departments on behalf of clients to resolve issues.
- Policy Management: Collaborate with Service Operations to address client policy inquiries.
- Sales Tracking: Complete a weekly Sales Log Spreadsheet and input 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 staff.
- Cross-Selling: Identify opportunities to cross-sell additional insurance products to existing clients.
- Product Knowledge: Clearly explain the features and benefits of various insurance options.
- Goal Achievement: Strive to meet and exceed company objectives and expectations.
