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crm documentation sales account executive customer service📋 Description
- Manage the full customer experience from start to finish.
- Generate new business and meet with insurance adjusters.
- Submit job documentation and coordinate with internal teams.
- Upload signed contracts, photos, and notes into CRM after appointments.
- Be the main customer contact, provide updates, explain paperwork.
- Ensure a seamless, high-quality experience meeting Legacy's standards.
🎯 Requirements
- Generate new business via door-to-door outreach and inspections.
- Be main customer contact; provide consistent follow-up.
- Meet with insurance adjusters; document scope; upload files promptly.
- Collaborate with internal teams (Project Coordinators, Production, Supplements).
- Work flexible hours including evenings and Saturdays.
- Represent Legacy with branded apparel and vehicle decals.
🎁 Benefits
- Career advancement and growth opportunities.
- BBB Ethics Torch Award recognition.
- 10 days PTO and 10 paid holidays.
- Health, Dental, and Vision Insurance.
- 401K with company match.
- Vehicle allowance.
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