Customer service representative

We are seeking a Customer Service Representative to join our team! You will be responsible for helping customers by providing product and service information and resolving technical issues.

This includes Orientation of New Customers, Expanding Portfolios of Existing Customers, Retention of Existing Customers, and other profit goals.

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Flexible Schedule

Mon-Fri Schedule

Hands on Training

Disability Insurance

Career Growth Opportunities

Evenings Off

Responsibilities

• Cross-Selling of various products at every opportunity through pivoting
• Aid in scheduling review appointments for Account Executives
• Continually following up on policy expiration dates for existing customers and setting new prospect appointments
• Utilize eCMS, APEX and other carrier systems on a continual basis to update customer information
• Coordinate introduction messages for new households on a continuing basis
• Review cancellation and renewal lists, as needed, to ensure high levels of retention and profitability
• Contact customers via phone, text messaging and eMail, when appropriate, regarding cancellations and renewal changes
• Setup and maintain files for all new customers
• Always ask for referrals and thank customers for their business
• Share responsibilities of answering telephone
• Manage alerts on various carrier systems and follow up when appropriate
• Provide information about various products and service available to the customer
• Independently resolve product issues and customer concerns
• Document and update customer records based upon interactions with customers and prospects
• Continually develop and maintain knowledge of evolving products and services

Requirement

Qualification will include but not be limited to

• Excellent customer service skills, including authentic and sincere communication
• Exceptional phone voice and personality
• Open to continuous training, personal growth and development
• Innovative and confident self-starter
• Ability to work independently without continuous supervision
• Prioritization and organization of multiple tasks to ensure superior customer service
• Computer literate including word processing, spreadsheets, web-based tools, text and email messaging

Skills will include

• High School Diploma or equivalent required, College Degree preferred
• Valid New York State Driver's License
• English Fluency required, Bi-Lingual preferred

Last updated : 2024-05-16