Customer Service Agent

Job Description

We're looking for a motivated and detail-driven Customer Service Representative to join our team. In this role, you'll play a key part in delivering outstanding customer service and supporting our sales team in reaching their goals. Your main focus will be on retaining existing customers and identifying opportunities for cross-selling, while also generating valuable referrals for the sales team. This position is phone-based, interacting directly with customers.

If you are confident, personable, and comfortable engaging with customers over the phone, you will excel in this role.

• Paid Time Off (PTO)
• Parental Leave
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance

• Provide outstanding customer service by addressing inquiries, resolving issues, and ensuring client satisfaction.
• Onboarding customers by reviewing their new policy details
• Saving customers that want to cancel
• Fixing issues with customer applications
• Participate in training sessions to enhance product knowledge and improve sales techniques.

• Familiarity with collaboration tools and CRM software is a plus.
• Ability to work effectively in a team-oriented environment while managing multiple tasks efficiently.
• A proactive approach to problem-solving with a focus on delivering results.