What are the responsibilities and job description for the Fidelity Customer Service Specialist position at Colonial Surety Company?
Company Overview
We are Colonial Surety Company, an insurance company licensed in every state. Our distinct digital product platform offers a growing portfolio of bond and insurance products.
Sales and Customer Support
This role is ideal for a customer-focused individual with strong sales skills. You will engage with clients via phone and email, educating them on ERISA Fidelity products and services. Proactively follow up on leads to drive sales conversions and maintain accurate customer records in our CRM system.
Administrative Responsibilities
Process and track applications, renewals, and policy updates while ensuring accurate data entry. Assist in preparing reports, documentation, and client communications. Support the team with invoicing, follow-ups, and other administrative tasks.
Qualifications and Skills
1-3 years of experience in customer service, sales support, or administration. Proficiency in Microsoft Office Suite and ability to multi-task, prioritize, and meet deadlines efficiently. A BA Degree in Business or related field is required.
We are Colonial Surety Company, an insurance company licensed in every state. Our distinct digital product platform offers a growing portfolio of bond and insurance products.
Sales and Customer Support
This role is ideal for a customer-focused individual with strong sales skills. You will engage with clients via phone and email, educating them on ERISA Fidelity products and services. Proactively follow up on leads to drive sales conversions and maintain accurate customer records in our CRM system.
Administrative Responsibilities
Process and track applications, renewals, and policy updates while ensuring accurate data entry. Assist in preparing reports, documentation, and client communications. Support the team with invoicing, follow-ups, and other administrative tasks.
Qualifications and Skills
1-3 years of experience in customer service, sales support, or administration. Proficiency in Microsoft Office Suite and ability to multi-task, prioritize, and meet deadlines efficiently. A BA Degree in Business or related field is required.
