Customer Service Professional
Skills
AutomotiveCustomer ServiceInside SalesInside Sales ManagementInsuranceLife InsuranceMarketing
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Experience in sales or customer service
- Strong interpersonal and communication skills
- Comfortable with virtual meetings and CRM systems
- Organized and able to manage multiple client interactions
- Willingness to obtain a Life & Health license
Nice to have
- Motivated
- Organized
- Professional
- Interpersonal skills
- Compliance-minded
Day to day
- Speak with clients who have requested information about coverage options
- Conduct virtual consultations via phone and Zoom
- Present product information clearly and professionally
- Manage client communication and follow-up
- Maintain organized client records within CRM systems
- Participate in training and team development meetings
- Maintain licensing and compliance standards
Hiring process
- Apply today