Customer Service

Job Description

As a Customer Service Representative, you’ll be the face for our customers. You will be responsible for onboarding new customers, providing excellent service after the sale, and ensuring our clients feel supported throughout their journey. This role requires a tech-savvy individual who is committed to outstanding attendance, a positive attitude, and going the extra mile to help our customers. You’ll be part of a fast-paced team, and we’ll support you with the tools and training you need to succeed.

• Hourly Base Salary + Bonus Opportunities
• Paid Time Off (PTO)
• Mon-Fri Schedule
• Evenings Off
• Retirement Plan
• Hands on Training
• Career Growth Opportunities

• Onboarding New Customers:
  Assist new clients through the onboarding process to ensure they understand their insurance plans and are set up for success.
• Customer Service After the Sale:
  Provide ongoing support to customers, answering questions, resolving issues, and ensuring satisfaction.
• Cross Sell:
  Earn extra money through commission by cross selling additional products while providing excellent customer service.
• Tech-Savvy Solutions:
  Typing 50 wpm + and using CRM systems and other tools to efficiently manage customer accounts and provide solutions to their inquiries.
• Product Knowledge:
  Gain in-depth knowledge of insurance products and policies to effectively support customers and provide accurate information.
• Effort and Accountability:
  Maintain outstanding attendance, attitude, and effort in all customer interactions, contributing to a positive experience for our clients.

• Tech-Savvy:
  Typing 50 wpm + and comfortable with using CRM systems, databases, and other tech tools to manage customer interactions efficiently.
• Outstanding Attendance:
  Reliability is key—must have a strong attendance record and be committed to showing up on time.
• Positive Attitude:
  Must have a customer-first mentality, with a focus on providing excellent service with every interaction.
• Willingness to Obtain Insurance License:
  Must be willing to obtain an insurance license before starting (we provide the instructions and free access to the study course).
• Strong Communication
  
  Skills:
  
  Excellent verbal and written communication skills to clearly explain products and answer customer inquiries.
• Previous
  
  Experience:
  
  Previous experience in a professional office is preferred, but not required. We are willing to train the right candidate.