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Sales Support Coordinator

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 contribute significantly to our operational success by ensuring seamless interactions with our clients.


Key Responsibilities:

  • Assist in post-sales processes, including the collection of essential documents, updating client records, and managing discount applications.
  • Facilitate the onboarding experience for new clients, which involves sending Welcome Kits, creating client files, completing online registrations, and establishing billing accounts.
  • Manage incoming sales inquiries and relay pertinent information to the sales management team.
  • Address customer service inquiries and direct them to the appropriate service personnel.
  • Coordinate appointment scheduling for potential clients with our sales representatives.
  • Prepare and distribute quotes to prospective clients through various communication channels.
  • Support sales leadership with research and reporting to enhance client prospecting and track sales performance metrics.

To thrive in this position, we seek an individual who is enthusiastic about learning, possesses a positive demeanor, and exhibits exceptional communication and interpersonal skills. Strong organizational capabilities and the ability to multitask are essential, 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 and become an integral part of our dedicated sales team, where your contributions will make a meaningful impact.