The Customer Service Sales Representative works to maximize positive customer experiences by quickly responding to and resolving customer policy and account-related inquiries. Communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts, while effectively identifying the need for and cross-selling additional products.

Annual Base Salary Commission Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

• Establish customer requirements and expectations in order to help the customer identify their specific product needs.
• Start the cross-sell/up-sell appropriate products to existing customers as needed.
• Record client interactions and transactions, detailing client inquiries, requests, concerns, comments, and any actions taken.
• Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on identified needs.
• Understand the claims process and act as a liaison between the claims adjuster, client and claimant.

• Principled Ethical, honest and enthusiastic.
• Drive and Productivity - Able to bring about great results from ordinary circumstances; prepare for problems or opportunities in advance; undertakes additional responsibilities and responds to situations as they arise without supervision.
• Communication - Exceptional verbal and written communication, detail oriented and outstanding follow-up skills.