ROLE DESCRIPTION :
- Provide outstanding customer service through various channels (phone, email, chat, in-person) to address inquiries, resolve issues, and ensure customer satisfaction.
- Build and maintain strong customer relationships by actively listening to their needs and concerns.
- Assist customers in making informed purchasing decisions.
- Serve as the primary point of contact for customers, ensuring their needs and feedback are communicated to relevant departments within the company.
- Act as a liaison between customers and various teams members, helping to resolve issues and ensure a seamless customer experience.
- Identify and pursue sales opportunities by upselling and cross-selling products / services to existing customers.
- Follow up on leads, cold calls, and referrals to acquire new customers and achieve sales targets.
- Develop in-depth knowledge of our products / services to effectively communicate their features and benefits to customers.
We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for.
We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES :
- Establish customer relationships and follow up with customers as needed.
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
QUALIFICATIONS :
- Dedicated to customer service
- Able to effectively relate to a customer, answer their questions, and anticipate their needs.
- Excellent communication skills to assist customers and coordinate with other agency team members
- Strong problem-solving abilities and a customer-centric approach.
- Adept at managing multiple tasks and priorities.
- Basic computer skills and the ability to learn and navigate CRM software
- ability to obtain Insurance Licenses
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