Apply📍 United States
🧭 Full-Time
💸 16.0 USD per hour
🔍 Employee Benefits
- 2-4 years experience of customer service experience
- Experienced with Google Suite
- Experienced with MS Word and Excel
- Excellent interpersonal skills; ability to articulate verbally and written communication skills with customers
- Ability to manage multiple projects and tasks.
- Ability to manage personal KPIs and conversion goals.
- Strong ability to be self-sufficient, using available resources to problem solve instead of just asking someone to provide the answer.
- Strong self-motivation with a knack for being meticulous, accurate, and detail-oriented, while in a high-pressure environment.
- Strong negotiation and follow-up skills
- Sales experience a plus
- Small-group or Individual Insurance experience is a plus
- Strong “own it” attitude
- Track record of managing multiple clients independently.
- Work closely with team members to present renewal quotes and close renewal opportunities for the clients
- Identify any missing information needed during a customer's renewal process to ensure our customers have their questions answered and the coverage their employees are counting on.
- Ensure the integrity of client information maintained in the database systems (Salesforce)
- Assist with streamlining of systems and processes to further enhance automation and efficiency
- Act as the primary point of contact for clients during the renewal process.
- Ensure timely and accurate renewal of insurance policies while maintaining relationship driven results to reduce churn..
- Communicate renewal terms, policy changes, and premium adjustments to clients.
- Schedule and conduct renewal meetings with clients to review their coverage needs.
SalesforceMicrosoft ExcelCustomer serviceNegotiation
Posted about 1 month ago
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