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
- Maintain licensing and compliance standards
Nice to have
- Motivated
- Professional
- Organized
- Client-focused
Day to day
- Speak with clients who have requested information about coverage options.
- Conduct virtual consultations via phone and Zoom in a clear and professional manner.
- Present product information, manage follow-up, and maintain organized client records in CRM systems.
Hiring process
- Apply today