Job Description

We are looking to hire 2-3 Customer Service Representatives to aid us in providing excellent service to our clients by assisting them with their benefits and financial service needs. You will be responsible for helping customers by providing product and service information and answering any and all questions.

In this position you will work as a member of a team of professionals responsible for providing benefits and financial products to help clients. Our team members perform a fundamental role in servicing clients, supporting agents and building strong relationships with the community.

RESPONSIBILITIES:

• Handle new customer inquiries and cross-sell existing clients
• Prospecting and generating new business through leads & referrals
• Generating quotes, processing payments & reporting claims
• Conducting policy reviews and providing details on updates
• Providing excellent client service
• Relationship building with new and existing clients
• Develop and maintain a knowledge base of the evolving product and services offerings

REQUIREMENTS

• Must live in the local area
• Excellent Communication/interpersonal skills
• Confident, self-starter who works well independently
• Previous experience in customer service, sales, or other related fields
• Ability to build rapport with clients
• Must have ability to multi-task
• Good organizational skills