Customer Service Agent
Listed on 2026-08-09
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Sales
Customer Success Management, Inside Sales, Insurance Sales
Job Description
We're looking for a motivated and detail-driven Sales Support 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 primarily 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. There is the opportunity to advance into leadership as we grow.
Salary: $50,000
Commission: $10,000
Total Annual Starting Pay: $60,000
Company Vision StatementTo become the most sought-after employer on our path to becoming the highest and most-efficient producing inside sales organization in our industry.
Mission StatementTo help our clients prepare for future financial hardship in the nicest way possible.
Core Values- Competitive
- Never Settle - Humble
- Always learning - Hungry
- Never Satisfied - Accountable
- True Ownership - Driven
- Self-Motivated - Leadership
- Rise Above - Teamwork
- Share and Support - Integrity
- Doing What's Right
- Paid Time Off (PTO)
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- Parental Leave
- Hands on Training
- Mon-Fri Schedule
- Career Growth Opportunities
- 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.
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