Customer Service Representative

Salary:

$45,000 + Career advancement to Account Manager earning Commission/Bonus

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Health Savings Account
• Employee Discount
• Life Insurance
• PTO
• Vision Insurance - Starts first day of employment. Company pays 75% of premium

Position Type:

Permanent/Direct-Hire

Company Overview:

Rapidly growing Insurance Agency is in search of a Customer Services Rep. This role is ideal for someone who is hungry to grow, enjoys a heavy phone presence, and has a strong interest in sales. You will be responsible for assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience.

Responsibilities:

• Engage with clients via phone and email, providing top-notch service and assistance.
• Educate potential customers on ERISA Fidelity products and services, helping them navigate their options.
• Proactively follow up on leads and in-progress applications to drive sales conversions.
• Maintain accurate customer records and interactions in the CRM system.
• Collaborate with internal teams to streamline processes and improve customer experience.

Administrative Responsibilities:

• Process and track applications, renewals, and policy updates.
• Ensure accurate data entry and maintain organized client records.
• Assist in preparing reports, documentation, and client communications.
• Support the team with invoicing, follow-ups, and other administrative tasks.

Requirements:

• BA Degree in a Business related field
• 1-3 years in customer service, sales support, or administrative roles.
• Prior experience working in a CRM system is highly preferred.
• Excellent communication and presentation skills
• Ability to multi-task, prioritize, and manage time effectively