What are the responsibilities and job description for the Sales and Customer Experience Specialist position at Colonial Surety Company?
The Perfect Candidate
We're looking for a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our ERISA Fidelity Department, you will be responsible for providing top-notch service and support to our clients.
If you have prior experience in Customer Service, excellent communication skills, and a strong work ethic, we want to hear from you. We offer a supportive team environment, professional development opportunities, and a competitive compensation package.
Responsibilities:
- Engage with clients via phone and email, providing exceptional service and support.
- Educate customers on ERISA Fidelity products and services, helping them navigate their options.
- Proactively follow up on leads and applications to drive sales conversions.
- Maintain accurate customer records and interactions in the CRM system.
