Customer Service Agent
Listed on 2026-01-24
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Sales
Customer Success Mgr./ CSM
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Job DescriptionWe're looking for a motivated and detail-driven Sales Support Representative to join our team. In this role, you'll play a key part in delivering outstanding customer service and supporting our sales team in reaching their goals. Your main focus will be on retaining existing customers and identifying opportunities for cross-selling, while also generating valuable referrals for the sales team. This position is primarily phone-based, interacting directly with customers.
If you are confident, personable, and comfortable engaging with customers over the phone, you will excel in this role.
To become the most sought-after employer on our path to becoming the highest and most-efficient producing inside sales organization in our industry.
Mission StatementTo help our clients prepare for future financial hardship in the nicest way possible.
Core Values- Competitive - Never Settle
- Humble - Always learning
- Hungry - Never Satisfied
- Accountable - True Ownership
- Driven - Self-Motivated
- Leadership - Rise Above
- Teamwork - Share and Support
- Integrity - Doing What’s Right
- Annual Base Salary + Commission + Bonus Opportunities
- Paid Time Off (PTO)
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Parental Leave
- Hands on Training
- Mon-Fri Schedule
- Career Growth Opportunities
- Retirement Plan
- Provide outstanding customer service by addressing inquiries, resolving issues, and ensuring client satisfaction.
- Onboarding customers by reviewing their new policy details
- Saving customers that want to cancel
- Fixing issues with customer applications
- Participate in training sessions to enhance product knowledge and improve sales techniques.
- Familiarity with collaboration tools and CRM software is a plus.
- Ability to work effectively in a team-oriented environment while managing multiple tasks efficiently.
- A proactive approach to problem-solving with a focus on delivering results.
- Entry level
- Full-time
- Other
- Insurance
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