What are the responsibilities and job description for the Customer Service, Sales & Marketing position at Be Well Insurance Solutions?
Company Description
Be Well Insurance Solutions is an independent insurance agency providing comprehensive coverage options for businesses and individuals. Their offerings include medical, dental, vision, life, disability, Property and Casualty, Business Liability, Personal Lines, Workers’ Compensation, and more. By partnering with leading carriers, the company delivers personalized, cost-effective insurance plans alongside free consultations and policy management tools. They are committed to bilingual support and employee wellness programs, serving clients across California, Colorado, and beyond.
Role Description
This is a full-time, on-site role located in Santa Clara, CA, for a Customer Service, Sales & Marketing professional. The individual will interact with clients to address inquiries, ensure superior customer satisfaction, and provide tailored insurance solutions. Responsibilities include maintaining effective communication with clients, managing customer accounts, coordinating sales efforts, and contributing to marketing initiatives. The role also involves addressing customer service issues and enhancing the client experience to strengthen retention and satisfaction.
Qualifications
- Strong skills in Customer Support, Customer Service, and Customer Experience
- Proficiency in Customer Satisfaction and Phone Etiquette for professional client communication
- Excellent interpersonal and communication abilities
- Sales or marketing experience is highly desirable
- Proficiency with customer relationship management (CRM) tools and other office software
- Ability to multitask, work independently, and collaborate with team members
- Bilingual in English and Spanish is a plus
- High school diploma or equivalent required; a bachelor's degree in business, marketing, or a related field is preferred