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crm sales insurance customerservice accountmanagement📋 Description
- Manage the entire customer experience from start to finish
- Drive new business via outreach and field visits
- Meet with insurance adjusters and document scope
- Coordinate with internal teams (Project Coordinator, Supplements, Production)
- Upload contracts, photos, measurements into the CRM after appointments
- Provide regular updates and handle payments with the customer
🎯 Requirements
- Generate new business via doorstep outreach and inspections
- Be main customer contact with proactive follow-up
- Meet with insurance adjusters and document the scope
- Collaborate with internal teams to move projects forward
- Work flexible hours, including evenings and Saturdays
- Uphold Legacy Core Values in all interactions
🎁 Benefits
- Career advancement and growth opportunities
- BBB Ethics Torch Award
- 10 days paid time off and 8 holidays
- Health, Dental, and Vision Insurance
- 401K plan with company match
- Vehicle Allowance
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