Sales Office Assistant
2 days ago
Title of Job: Sales Office Assistant
Location: Springfield, MA
Workplace Type: Onsite
Job Type : Contract to Hire, 2-3 months
No of Openings : 1
Skills : Supporting agents, calling carriers, calling policy holders, processing paperwork. Service-related duties – servicing of policy holders, process cancellations, etc. Customer-facing role, answering phones, sorting mail, simple endorsements in system.
Responsibilities
- Administrative responsibilities include; processing of new business applications, Sending documents to partner carriers, processing mail, etc.
- Customer outreach includes answering phones for policyholders and triaging calls
- Assists in the processing of new business, including contacting customers to finalize sales and service transactions.
- Identifies cross selling opportunities for Sales Agent.
- Identifies mass marketing prospects through existing book of business and community prospecting opportunities.
- Completes follow-ups on new policies to keep retention level high and capitalize cross-selling opportunities.
- Coordinates activities with other departments to ensure quality customer service
Required Skills:
- Written & verbal communication skills
- Knowledge of Microsoft Suite
- Salesforce capabilities a plus but not required
- Overall strong technological capabilities
- Strong customer service skills
Interview : 1 round with Hiring Manager
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