What are the responsibilities and job description for the Customer Support Representative ERISA Fidelity Department position at Colonial Surety Company?
Position Overview
We are seeking a motivated and detail-oriented individual to join our team as a Customer Service Representative (CSR) for our ERISA Fidelity Department. As a CSR, you will be responsible for engaging with clients, managing CRM data, and ensuring a seamless customer experience.
This role is ideal for someone who has prior experience in Customer Service, excellent communication skills, and a strong work ethic. If you're driven, self-motivated, and eager to grow in a sales-oriented environment, we'd love to hear from you.
Job Description
Customer Service & Sales Support:
- Provide exceptional customer service and support via phone and email.
- Educate customers on ERISA Fidelity products and services, helping them make informed decisions.
- Proactively follow up on leads and applications to drive sales conversions.
- Maintain accurate customer records and interactions in the CRM system.
