Account Services Representative

Palm Beach Gardens, FL Full Time
POSTED ON 5/15/2024

**Overview:**

We are seeking a dynamic and results-driven Account Service Representative to join our team. The ideal candidate will be responsible for over-seeing customer accounts, creating relationships with new and existing customers, and providing exceptional service to clients and their employees. We pride ourselves in being a concierge insurance brokerage focusing on the satisfaction of our clients.

**Duties:**

- Manage existing accounts, build strong relationships, and provide excellent customer service to clients and their employees.

- Bring a can-do attitude to work everyday

- Collaborate with the sales team to meet revenue targets and drive business growth

- Use Salesforce or similar CRM software to track sales activities and customer interactions

- Develop account management strategies to maximize customer satisfaction and retention

**Skills:**

- Proven experience in excellent customer service with group insurance

- Fluency in Spanish is a plus

- Strong organization skills

- Ability to complete all tasks effenciently and effectively with little to no supervison

- Excellent customer service skills with a focus on building long-term relationships

- Proficiency in using CRM software like Salesforce to manage accounts and track sales activities

If you are a motivated individual with a passion for sales and customer service, we invite you to apply for the Account Service Representative position. Join our team and take your career to the next level!

Job Type: Full-time

Pay: $46,000.00 - $50,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Experience level:

  • 3 years

Shift:

  • 8 hour shift

Weekly day range:

  • Monday to Friday

Work setting:

  • In-person
  • Office

Ability to Commute:

  • Palm Beach Gardens, FL 33410 (Preferred)

Ability to Relocate:

  • Palm Beach Gardens, FL 33410: Relocate before starting work (Required)

Work Location: In person

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