What are the responsibilities and job description for the Customer Support and Sales Representative position at Colonial Surety Company?
Job Description
We are seeking a Customer Service Representative for our ERISA Fidelity Department. This role involves engaging with clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience. The ideal candidate will have prior experience in customer service, a strong work ethic, excellent communication skills, and a drive to succeed.
Main Responsibilities
Assist 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. Process and track applications, renewals, and policy updates while ensuring accurate data entry.
Requirements
1-3 years of experience in customer service, sales support, or administration. Prior experience working in a CRM system is highly preferred. Strong verbal and written communication skills – comfortable with a high-volume phone role. Driven, self-motivated, and eager to grow in a sales-oriented environment.
We are seeking a Customer Service Representative for our ERISA Fidelity Department. This role involves engaging with clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience. The ideal candidate will have prior experience in customer service, a strong work ethic, excellent communication skills, and a drive to succeed.
Main Responsibilities
Assist 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. Process and track applications, renewals, and policy updates while ensuring accurate data entry.
Requirements
1-3 years of experience in customer service, sales support, or administration. Prior experience working in a CRM system is highly preferred. Strong verbal and written communication skills – comfortable with a high-volume phone role. Driven, self-motivated, and eager to grow in a sales-oriented environment.
