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Posted Date Position Title
11/17/2023 Inbound Customer Support Sales Representative
Qualifications:
    EDUCATION AND EXPERIENCE:
  • An Associate’s Degree, or higher, with a minimum three years of work experience that includes sales and/or customer service. Additional work experience may be substituted on a year-for-year basis for the formal education requirement.
    JOB QUALIFICATIONS:
  • Must have (or be willing to obtain within 60 days of hire) property and casualty and life and health licenses in states where insurance products will be marketed and sold.
  • Excellent ability to communicate effectively across multi-channel systems; both orally and written.
  • Ability to maintain a pleasant personality, patience, friendliness, and empathetic attitude while listening to complaints from emotional or distraught individuals.
  • Ability to solve practical problems and deal with a variety of concrete variables.
  • Excellent organizational, time-management, analytical, and problem-solving skills.
  • Must have initiative and ability to make independent judgments and take action with limited supervision.
  • Ability to work with management to enhance the customer journey through new ideas.
  • Willingness to learn new systems and procedures.
  • Ability to operate personal computer.
Salary Info: Exact starting salary determined by prior experience.
Summary: This position provides service to prospects and customers through various communication channels, educating customers and facilitating the sale of insurance products as well as providing solutions.
    ESSENTIAL DUTIES:
  • Ability to serve customers, prospects and peers by delivering excellent customer service through various communication channels including telephone, email, chat and internal messengers.
  • Ability to obtain life and health and property and casualty insurance license in order to answer policy and industry specific inquiries.
  • Research specific requests and provide solutions in a timely manner.
  • Enhance and strengthen the relationship between our customers and our brands using scripted responses and exquisite customer care.
  • Be a part of every phase of the customer journey, covering product research, sales development and service of existing policies.
  • Provide vital feedback and follow through by utilizing customer surveys and review gathering and interaction monitoring.
  • Support lead nurturing in accordance with company practices.
  • Ability to build trust, understanding and product knowledge foundation with customers while recognizing opportunities to cross-sell products best suited for customers’ needs.
  • Perform responsibilities in a professional, consistent manner utilizing strong verbal, written and interpersonal skills.
  • Assist with the development of new and improved resolution strategies.
  • Assist with online customer accounts, billing for internal and external customers and general website navigation.
  • Works with mortgage companies and loss payees providing documentation needed.
  • Ability to grow and change with emerging brands and processes.
  • Other duties as assigned.

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