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Customer Engagement Specialist
1 week ago
This position involves reaching out to potential clients, setting appointments for insurance agents, and ensuring that all interactions are professional and customer-focused.
Main Responsibilities- Utilize various outreach methods to contact potential clients and introduce insurance products and services.
- Qualify leads by understanding their needs and matching them with the appropriate insurance agent.
- Schedule appointments for insurance agents to meet with prospective clients, ensuring accuracy and timeliness.
- Follow up with leads and confirm appointments, providing excellent customer service throughout the process.
- Maintain detailed records of client interactions in CRM system.
- Previous experience in sales, business development, customer service, or similar role.
- Strong verbal and written communication skills with the ability to engage clients.
- Excellent organizational skills and attention to detail.
- Ability to work independently and as part of a team.
- Knowledge of CRM software a plus.
