Customer Service Representative with Upselling Experience
2 days ago
SUMMARY
Sales Development Representative (SDRs) are the tip of the spear. That means they are responsible for making sure customers who start our online application for insurance successfully complete them. Sales Development Representatives interface with customers through several channels, such as instant messaging, and inbound and outbound phone calls, and provide assistance to Advisors in both quoting and selling small commercial insurance. Ideal for someone starting their career that wants a blend of technology and insurance.
RESPONSIBILITIES
- Be the first point of contact for prospective clients calling in.
- Take both in and outbound calls for commercial insurance applications for and work very closely with the Advisors.
- Maintain a high degree of product knowledge and customer service expertise.
- Promote and enhance customer service by providing professional and effective assistance.
- Outbound lead follow-up.
- Ability to adapt to change in a fast paced startup environment.
- Take on special tasks and assignments as needed.
- Work effectively as part of a team.
- Effectively communicate (verbally and written) information with team members and prospects.
- Performs other duties as assigned
REQUIREMENTS
- At least 2 years BPO Customer Service and Sales experience.
- Basic computer literacy (Google suite and Salesforce experience is preferred)
- Strong presentation and telephone skills.
- With inbound and outbound call experience is required
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