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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