What are the responsibilities and job description for the Insurance Bond Service Expert position at Colonial Surety Company?
Key Responsibilities
As a Customer Service Representative in our ERISA Fidelity Department, you will be responsible for engaging with clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience. This role involves education of potential customers on ERISA Fidelity products and services, helping them navigate their options. Additionally, you will proactively follow up on leads and in-progress applications to drive sales conversions. Maintaining accurate customer records and interactions in the CRM system is also a key responsibility.
Qualifications and Skills
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. A BA Degree in Business or related field is required.
As a Customer Service Representative in our ERISA Fidelity Department, you will be responsible for engaging with clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience. This role involves education of potential customers on ERISA Fidelity products and services, helping them navigate their options. Additionally, you will proactively follow up on leads and in-progress applications to drive sales conversions. Maintaining accurate customer records and interactions in the CRM system is also a key responsibility.
Qualifications and Skills
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. A BA Degree in Business or related field is required.
