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crm account management sales customer service insurance📋 Description
- Two primary roles: direct sales and customer service.
- Manage the entire customer experience from start to finish.
- Generate new business, meet with insurance adjusters, document job data.
- Coordinate with Project Coordinators, Supplements, and Production.
- Upload signed contracts, photos, measurements, and notes into CRM after appointments.
- Be the main customer contact, provide updates, explain paperwork, collect payments.
🎯 Requirements
- Generate new business through door-to-door outreach and other sales.
- Serve as main customer contact, providing follow-up and high-quality service.
- Meet with insurance adjusters; document scope and upload files.
- Collaborate with internal teams (Project Coordinators, Production, Supplements).
- Work flexible hours, including evenings and Saturdays.
- Be able to climb ladders, walk roofs, and work in various weather.
🎁 Benefits
- Career advancement and growth opportunities.
- BBB Ethics Torch Award.
- 10 days paid time off and 8 paid holidays.
- Health, Dental, and Vision Insurance.
- 401K plan with company match.
- Team building and community volunteering.
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