What are the responsibilities and job description for the Insurance Sales and Service Associate position at Colonial Surety Company?
About the Role
We are seeking a high-energy, customer-focused professional to join our ERISA Fidelity Department as a Customer Service Representative. This role is ideal for someone who enjoys a heavy phone presence and has a strong interest in sales.
As a Customer Service Representative, you will be responsible for assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience. Prior experience in Customer Service is a must—as well as a strong work ethic, excellent communication skills, and a drive to succeed.
Key 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.
- Collaborate with internal teams to streamline processes and improve customer experience.
