Customer Service Agent

Overview

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.

• Annual Base Salary + Commission + Bonus Opportunities
• 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.
• Onboard customers by reviewing their new policy details.
• Shelter customers that want to cancel.
• Fix 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.