What are the responsibilities and job description for the Customer Service Representative - ERISA Fidelity Department position at Colonial Surety Company?
Customer Service Representative - ERISA Fidelity Department
Location : Woodcliff Lake, NJ
Company : Colonial Surety Company
Job Type : Full-time
Salary : $45,000 base
Who are we?
Colonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated A Excellent by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and mid-size businesses. Founded in 1930, we use our experience-plus technology-to give busy people and businesses easy, affordable and digital access to a growing portfolio of bond and insurance products. We have an ambitious vision for impact and growth-and invite a diversity of motivated achievers to come, learn, work, create, grow-and succeed-with Colonial.
Position Overview
We are seeking a high-energy, customer-focused Customer Service Representative (CSR) for our ERISA Fidelity Department . 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 . No prior insurance experience is required-just a strong work ethic, excellent communication skills, and a drive to succeed!
Key ResponsibilitiesCustomer Service & Sales Support :
- 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 :
Qualifications & Skills
Experience :
Skills & Competencies :
Education & Certifications :
BA Degree in Business in related field.
Why Join Us?
Heavy phone presence & sales growth opportunities
45,000 base salary
Career advancement in a fast-growing company
Monday-Friday, 8 : 30 AM - 5 : 30 PM schedule with a 1-hour lunch
Supportive team environment & professional development
If you're hungry for success, love being on the phone, and want to grow in sales , we'd love to hear from you!
Salary : $45,000
