The Sales and Service Representative position serves as the customer facing representative for QuoteBurst and AQS. This position interacts daily with licensed insurance agents regarding the sales, technology training, and customer support for our technology-based products.
This position is monitored for sales and call performance and has a commission-based compensation component. The Sales Representative must be able to focus on detail-oriented work and function in a fast-paced environment with multiple projects and deadlines.
- Develop outbound phone call scripts to engage with clients regarding sales, service, and support for new agents and existing agents.
- Analyze available data to identify areas of need as they relate to new agent recruitment, retention, and turnover in client base (agents).
- Use metrics to track the success / failure of recruitment activities; develop / manage metrics to further refine agent advocate support yielding higher quality agent relationships.
- Daily activities will include sales calls, customer support service, training, answering voice mail and returning missed calls, responding to emails and chats with agents.
- Sales will require credit card processing and handling.
- Customer support service and technology support may include establishing a case ticket with a programmer and follow up with the agent.
- New product promotion via phone call, email, or chat.
- Participating in special training, professional development opportunities, team meetings, and team retreats with sales and support team, administrative team, and product development team.
Experience :
- Minimum of one-year experience in customer service, communications, outbound phone call etiquette, and computer software usage.
- One-year experience in Sales Calls.
- Basic-to-intermediate computer knowledge
- Minimum of one-year Excel and Microsoft Word experience.
Knowledge, Skills & Abilities :
- Detail oriented.
- A professional manner with strong organizational and time management skills.
- Working knowledge of Microsoft Office (Excel, Word)
- Experience with Customer Service Ticketing Systems.
- Familiar with various web browsers including Chrome / Firefox, and Microsoft Edge and is able to shift seamlessly between many tabs at once.
- Thrives in a fast-paced environment where proven performance and adherence to strict deadlines are rewarded.
- Strong organizational and time management skills with effective prioritization skills.
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