What are the responsibilities and job description for the ERISA Department CSR Role position at Colonial Surety Company?
About Us
We are Colonial Surety Company, a leading insurance provider licensed in every state. Our mission is to offer easy, affordable, and digital access to a growing portfolio of bond and insurance products.
Role Summary
This position involves assisting 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
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.
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 Colonial Surety Company, a leading insurance provider licensed in every state. Our mission is to offer easy, affordable, and digital access to a growing portfolio of bond and insurance products.
Role Summary
This position involves assisting 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
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.
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.
