What are the responsibilities and job description for the Fidelity Services Coordinator position at Colonial Surety Company?
About Our Team
We're a fast-growing company that values diversity and inclusion. Our ERISA Fidelity Department is a dynamic team of professionals who are passionate about delivering exceptional customer service and driving sales growth.
We're looking for a highly motivated and detail-oriented individual to join our team as a Customer Service Representative. If you have prior experience in Customer Service, excellent communication skills, and a strong work ethic, we want to hear from you.
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.
