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crm sales customer service insurance lead generation📋 Description
- Manage full customer experience from start to finish
- Generate new business through outreach and sales
- Meet with insurance adjusters and document scope
- Submit job docs and upload to CRM after appointments
- Coordinate with internal teams (Project Coordinator, Supplements, Production)
- Provide updates, explain insurance paperwork, collect payments
🎯 Requirements
- Build strong customer relationships and be main contact
- Fast-paced field role; collaborate with internal teams
- Door-to-door outreach and lead generation
- Upload contracts, photos, measurements to CRM
- Flexible hours including evenings and Saturdays
- Ability to climb ladders and work on roofs; outdoors
🎁 Benefits
- 10 days paid time off + 8 holidays
- Health, Dental, and Vision Insurance
- 401K with company match
- Vehicle allowance
- Paid paternity leave
- Team building and volunteering activities
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